| 1 | HENGEHOLD CAPITAL MANAGEMENT LLC | $38.1M | 2.3M | Added |
| 2 | TLWM | $30.8M | 1.9M | Added |
| 3 | Brookstone Capital Management | $30.0M | 1.8M | Trimmed |
| 4 | Cambridge Investment Research Advisors, Inc. | $24.6M | 1.5M | Added |
| 5 | Clark Asset Management, LLC | $23.3M | 1.4M | Added |
| 6 | ENVESTNET ASSET MANAGEMENT INC | $21.6M | 1.3M | Added |
| 7 | Capital Investment Counsel, LLC | $21.0M | 1.3M | Added |
| 8 | FORONJY FINANCIAL LLC | $17.0M | 1.0M | Added |
| 9 | Kestra Advisory Services, LLC | $14.6M | 876,869 | Added |
| 10 | Asset Dedication, LLC | $12.3M | 737,920 | Added |
| 11 | KIRR MARBACH & CO LLC /IN/ | $11.5M | 689,505 | Added |
| 12 | COOKSON PEIRCE & CO INC | $10.9M | 657,395 | Added |
| 13 | CENTRAL VALLEY ADVISORS, LLC | $10.7M | 640,350 | Added |
| 14 | Cornerstone Planning, LLC | $9.7M | 584,751 | Added |
| 15 | Apollon Wealth Management, LLC | $9.3M | 556,798 | New |
| 16 | TRUIST FINANCIAL CORP | $8.7M | 524,787 | Added |
| 17 | HUB Investment Partners, LLC | $8.6M | 519,517 | Added |
| 18 | Marietta Wealth Management, LLC | $7.8M | 470,052 | Added |
| 19 | ProVise Management Group, LLC | $7.2M | 432,378 | Added |
| 20 | Kathmere Capital Management, LLC | $6.5M | 391,040 | New |
| 21 | Wilkins Miller Wealth Management, LLC | $6.3M | 377,673 | Added |
| 22 | Waycross Investment Management Co | $6.1M | 369,413 | Added |
| 23 | Decker Wealth Management LLC | $5.9M | 355,540 | Trimmed |
| 24 | Carroll Advisory Group, LLC | $5.7M | 341,775 | Added |
| 25 | Ledgewood Wealth Advisors, LLC | $5.5M | 327,512 | Added |