| 1 | Armbruster Capital Management, Inc. | $13.9M | 265,916 | Added |
| 2 | Brookstone Capital Management | $9.5M | 180,922 | Trimmed |
| 3 | Cambridge Investment Research Advisors, Inc. | $2.5M | 48,110 | Added |
| 4 | ENVESTNET ASSET MANAGEMENT INC | $2.2M | 41,097 | Trimmed |
| 5 | COMMONWEALTH EQUITY SERVICES, LLC | $1.7M | 32,432 | Trimmed |
| 6 | Private Advisor Group, LLC | $1.4M | 27,523 | Added |
| 7 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.4M | 26,236 | Trimmed |
| 8 | Sculati Wealth Management, LLC | $957,646 | 17,779 | Trimmed |
| 9 | TRUIST FINANCIAL CORP | $782,780 | 14,936 | Trimmed |
| 10 | Sequoia Financial Advisors, LLC | $747,104 | 14,255 | Trimmed |
| 11 | Eagle Strategies LLC | $704,227 | 13,437 | Added |
| 12 | BALDWIN WEALTH PARTNERS LLC/MA | $612,820 | 11,693 | Hold |
| 13 | SteelPeak Wealth, LLC | $553,650 | 10,564 | Trimmed |
| 14 | Symmetry Partners, LLC | $456,286 | 8,706 | Added |
| 15 | TopTier Wealth Management, LLC | $346,967 | 6,620 | Added |
| 16 | American Financial Advisors, LLC | $319,431 | 6,095 | Trimmed |
| 17 | CHOREO, LLC | $292,134 | 5,574 | Added |
| 18 | Legacy Trust | $291,919 | 5,570 | Hold |
| 19 | Kestra Advisory Services, LLC | $266,799 | 5,091 | Trimmed |
| 20 | McNaughton Wealth Management, LLC | $251,249 | 4,794 | Hold |
| 21 | RDA Financial Network | $246,991 | 4,713 | Added |
| 22 | Berman McAleer LLC | $239,614 | 4,572 | Hold |
| 23 | SlateStone Wealth, LLC | $232,000 | 4,423 | Trimmed |
| 24 | PRIVATE TRUST CO NA | $141,976 | 2,709 | Hold |
| 25 | Farther Finance Advisors, LLC | $72,639 | 1,386 | Trimmed |