| 1 | Avior Wealth Management, LLC | $39.3M | 2.4M | Trimmed |
| 2 | HENGEHOLD CAPITAL MANAGEMENT LLC | $39.2M | 2.4M | Added |
| 3 | Capital Investment Counsel, LLC | $21.9M | 1.3M | Added |
| 4 | Headland Capital, LLC | $21.4M | 1.3M | Added |
| 5 | Clark Asset Management, LLC | $18.8M | 1.1M | Added |
| 6 | ENVESTNET ASSET MANAGEMENT INC | $12.3M | 750,708 | Added |
| 7 | COOKSON PEIRCE & CO INC | $10.9M | 666,947 | Added |
| 8 | CENTRAL VALLEY ADVISORS, LLC | $10.9M | 663,366 | Added |
| 9 | Cornerstone Planning, LLC | $9.6M | 586,699 | Added |
| 10 | Asset Dedication, LLC | $9.0M | 549,142 | Added |
| 11 | KIRR MARBACH & CO LLC /IN/ | $8.0M | 488,157 | Trimmed |
| 12 | HUB Investment Partners, LLC | $7.8M | 477,244 | Added |
| 13 | Marietta Wealth Management, LLC | $7.8M | 476,339 | Added |
| 14 | Kestra Advisory Services, LLC | $7.5M | 456,905 | Added |
| 15 | Red Spruce Capital, LLC | $6.9M | 422,257 | Added |
| 16 | Decker Wealth Management LLC | $6.7M | 409,510 | Trimmed |
| 17 | Carmel Capital Partners, LLC | $6.5M | 395,166 | Added |
| 18 | Waycross Investment Management Co | $6.1M | 372,853 | Added |
| 19 | TRUIST FINANCIAL CORP | $6.0M | 369,076 | Added |
| 20 | Apollon Wealth Management, LLC | $5.7M | 347,477 | New |
| 21 | BCS Wealth Management | $5.1M | 312,326 | Added |
| 22 | Cambridge Investment Research Advisors, Inc. | $5.0M | 305,920 | Added |
| 23 | NorthAvenue LLC | $5.0M | 303,722 | Added |
| 24 | STEPHENS INC /AR/ | $4.9M | 301,790 | Added |
| 25 | Straight Path Wealth Management | $4.3M | 263,721 | Added |