| 1 | ENVESTNET ASSET MANAGEMENT INC | $17.8M | 519,787 | Added |
| 2 | Columbus Macro, LLC | $12.9M | 377,190 | Trimmed |
| 3 | HENGEHOLD CAPITAL MANAGEMENT LLC | $11.8M | 345,225 | Added |
| 4 | AMERICAN NATIONAL BANK & TRUST | $10.0M | 291,558 | Added |
| 5 | ASSETMARK, INC | $4.6M | 134,209 | Added |
| 6 | CoreCap Advisors, LLC | $3.5M | 103,163 | Added |
| 7 | Impact Investors, Inc | $3.2M | 93,798 | Trimmed |
| 8 | FDx Advisors, Inc. | $3.1M | 91,701 | Trimmed |
| 9 | Mengis Capital Management, Inc. | $2.9M | 85,537 | Added |
| 10 | WEALTH MANAGEMENT RESOURCES, INC. | $2.8M | 83,127 | Trimmed |
| 11 | KESTRA PRIVATE WEALTH SERVICES, LLC | $2.6M | 76,641 | Added |
| 12 | Ifrah Financial Services, Inc. | $2.0M | 59,005 | Trimmed |
| 13 | COMMONWEALTH EQUITY SERVICES, LLC | $1.4M | 41,350 | Added |
| 14 | Atria Investments, Inc | $1.4M | 40,979 | Trimmed |
| 15 | Alhambra Investment Management LLC | $1.1M | 33,382 | Trimmed |
| 16 | ALLSTREET CAPITAL ADVISORS LLC | $1.1M | 32,482 | Added |
| 17 | InTrack Investment Management Inc | $970,898 | 28,430 | Added |
| 18 | Cooper Financial Group | $855,599 | 25,054 | Added |
| 19 | BCS Private Wealth Management, Inc. | $844,359 | 24,725 | Added |
| 20 | PARK AVENUE SECURITIES LLC | $748,000 | 21,908 | New |
| 21 | Cambridge Investment Research Advisors, Inc. | $614,000 | 17,988 | Added |
| 22 | Avail Investment Partners, LLC | $535,096 | 15,669 | Trimmed |
| 23 | Investment Research Partners LLC | $535,096 | 15,669 | Trimmed |
| 24 | SECURED RETIREMENT ADVISORS, LLC | $487,906 | 14,287 | Trimmed |
| 25 | PETRA FINANCIAL ADVISORS INC | $461,989 | 13,528 | Added |