| 1 | Breakwater Capital Group | $6.8M | 139,859 | Trimmed |
| 2 | Intrua Financial, LLC | $3.8M | 78,730 | Trimmed |
| 3 | DHJJ Financial Advisors, Ltd. | $3.2M | 65,853 | Trimmed |
| 4 | Fifth Third Securities, Inc. | $2.2M | 46,341 | Trimmed |
| 5 | Cambridge Investment Research Advisors, Inc. | $1.6M | 33,532 | Added |
| 6 | Fifth Third Wealth Advisors LLC | $1.5M | 31,603 | New |
| 7 | Fortune Financial Group, Inc. | $962,829 | 19,912 | Added |
| 8 | Golden State Wealth Management, LLC | $951,735 | 19,682 | Trimmed |
| 9 | ENVESTNET ASSET MANAGEMENT INC | $917,837 | 18,982 | Trimmed |
| 10 | GHP Investment Advisors, Inc. | $798,407 | 16,512 | Trimmed |
| 11 | TRUIST FINANCIAL CORP | $493,841 | 10,213 | Added |
| 12 | Onyx Bridge Wealth Group LLC | $458,541 | 9,483 | Added |
| 13 | Hunter Perkins Capital Management, LLC | $378,000 | 7,818 | Added |
| 14 | Brookstone Capital Management | $365,568 | 7,560 | Added |
| 15 | Fox Financial, Inc | $305,598 | 6,320 | Trimmed |
| 16 | Nikulski Financial, Inc. | $292,301 | 6,045 | Trimmed |
| 17 | D.A. DAVIDSON & CO. | $290,705 | 6,012 | Hold |
| 18 | Mascagni Wealth Management, Inc. | $269,821 | 5,580 | Added |
| 19 | Foundry Financial Group, Inc. | $252,070 | 5,213 | Trimmed |
| 20 | Archer Investment Management, LLC | $250,825 | 5,187 | Trimmed |
| 21 | Rossby Financial, LCC | $224,269 | 4,638 | Trimmed |
| 22 | Firestone Capital Management | $205,482 | 4,250 | New |
| 23 | Cullen/Frost Bankers, Inc. | $106,573 | 2,204 | Hold |
| 24 | Capital Investment Advisory Services, LLC | $99,148 | 2,050 | Trimmed |
| 25 | TFC Financial Management, Inc. | $88,827 | 1,837 | New |