| 1 | TRUIST FINANCIAL CORP | $10.2M | 203,711 | Added |
| 2 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $8.4M | 167,133 | Added |
| 3 | ACORN FINANCIAL ADVISORY SERVICES INC /ADV | $6.9M | 137,990 | Trimmed |
| 4 | COMMONWEALTH EQUITY SERVICES, LLC | $5.8M | 116,302 | Added |
| 5 | ENVESTNET ASSET MANAGEMENT INC | $5.2M | 103,730 | Added |
| 6 | Spinnaker Investment Group, LLC | $4.3M | 86,853 | Added |
| 7 | BENJAMIN EDWARDS INC | $3.9M | 78,289 | Added |
| 8 | Private Advisor Group, LLC | $3.4M | 67,008 | Added |
| 9 | Fonville Wealth Management LLC | $3.1M | 61,502 | Trimmed |
| 10 | Sterling Group Wealth Management, LLC | $2.1M | 42,952 | Trimmed |
| 11 | Wealthcare Advisory Partners LLC | $2.0M | 40,159 | Added |
| 12 | Prospera Financial Services Inc | $1.9M | 37,378 | Trimmed |
| 13 | HARBOR INVESTMENT ADVISORY, LLC | $1.8M | 35,305 | Added |
| 14 | Founders Financial Alliance, LLC | $1.6M | 32,627 | Trimmed |
| 15 | Gateway Wealth Partners, LLC | $1.6M | 32,230 | Trimmed |
| 16 | MONEY CONCEPTS CAPITAL CORP | $1.2M | 24,242 | Added |
| 17 | Marshall & Sterling Wealth Advisors Inc. | $1.1M | 21,432 | Added |
| 18 | IFP Advisors, Inc | $1.1M | 21,143 | Trimmed |
| 19 | Belpointe Asset Management LLC | $979,293 | 19,585 | Trimmed |
| 20 | MGO ONE SEVEN LLC | $943,086 | 18,862 | Added |
| 21 | MANCHESTER FINANCIAL INC | $761,000 | 15,220 | Trimmed |
| 22 | KPP Advisory Services LLC | $729,000 | 14,580 | Hold |
| 23 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $664,133 | 13,280 | Trimmed |
| 24 | MILESTONE ASSET MANAGEMENT, LLC | $606,640 | 12,132 | Trimmed |
| 25 | Cambridge Investment Research Advisors, Inc. | $584,000 | 11,698 | Added |