| 1 | ASPIRIANT, LLC | $292.5M | 2.4M | Trimmed |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $23.3M | 194,067 | Added |
| 3 | DORVAL Corp | $22.4M | 186,708 | Added |
| 4 | BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | $15.5M | 128,883 | Trimmed |
| 5 | HB Wealth Management, LLC | $14.7M | 122,463 | Trimmed |
| 6 | Ackerman Capital Advisors, LLC | $14.4M | 119,876 | Trimmed |
| 7 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $10.3M | 83,911 | Trimmed |
| 8 | COMMONWEALTH EQUITY SERVICES, LLC | $10.0M | 83,306 | Trimmed |
| 9 | Dynamic Advisor Solutions LLC | $9.9M | 82,172 | Added |
| 10 | Kestra Advisory Services, LLC | $9.6M | 79,483 | Trimmed |
| 11 | TRUIST FINANCIAL CORP | $9.5M | 77,853 | Trimmed |
| 12 | Sequoia Financial Advisors, LLC | $8.2M | 68,179 | Trimmed |
| 13 | Patriot Financial Group Insurance Agency, LLC | $7.5M | 62,489 | Trimmed |
| 14 | Cambridge Investment Research Advisors, Inc. | $7.3M | 60,472 | Added |
| 15 | Parkway Wealth Management Group, LLC | $6.8M | 56,909 | Added |
| 16 | SYM FINANCIAL Corp | $5.9M | 48,961 | Added |
| 17 | IRON Financial LLC | $5.8M | 48,127 | Trimmed |
| 18 | Apella Capital, LLC | $5.5M | 44,992 | Trimmed |
| 19 | Noble Wealth Partners LLC | $4.9M | 41,131 | New |
| 20 | Cadent Capital Advisors, LLC | $4.3M | 35,744 | Trimmed |
| 21 | Annex Advisory Services, LLC | $4.3M | 35,554 | Added |
| 22 | Creekside Partners | $3.8M | 31,684 | Added |
| 23 | Merit Financial Group, LLC | $3.5M | 29,161 | Trimmed |
| 24 | OLD NATIONAL BANCORP /IN/ | $3.5M | 28,753 | Trimmed |
| 25 | K2 Financial Inc. | $2.5M | 20,328 | Added |