| 1 | HENGEHOLD CAPITAL MANAGEMENT LLC | $39.1M | 1.9M | Added |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $20.8M | 1.0M | Added |
| 3 | Capital Investment Counsel, LLC | $16.2M | 791,608 | Added |
| 4 | FORONJY FINANCIAL LLC | $15.2M | 739,990 | Added |
| 5 | Clark Asset Management, LLC | $14.3M | 696,425 | Added |
| 6 | Strategic Financial Group, LLC | $13.9M | 678,051 | Added |
| 7 | COOKSON PEIRCE & CO INC | $11.1M | 539,123 | Added |
| 8 | Sequoia Financial Advisors, LLC | $10.5M | 512,884 | Trimmed |
| 9 | Cornerstone Planning, LLC | $9.6M | 465,977 | Added |
| 10 | Apollon Wealth Management, LLC | $9.2M | 449,268 | New |
| 11 | Cambridge Investment Research Advisors, Inc. | $8.1M | 394,783 | Added |
| 12 | Marietta Wealth Management, LLC | $7.9M | 383,058 | Added |
| 13 | Asset Dedication, LLC | $7.8M | 380,309 | Added |
| 14 | TRUIST FINANCIAL CORP | $7.4M | 359,753 | Added |
| 15 | Decker Wealth Management LLC | $5.7M | 277,896 | Trimmed |
| 16 | BCS Wealth Management | $5.2M | 251,567 | Added |
| 17 | NorthAvenue LLC | $5.0M | 243,608 | Added |
| 18 | STEPHENS INC /AR/ | $4.8M | 234,510 | Added |
| 19 | Straight Path Wealth Management | $3.8M | 183,072 | Added |
| 20 | Ledgewood Wealth Advisors, LLC | $3.4M | 168,185 | Trimmed |
| 21 | Carroll Advisory Group, LLC | $3.3M | 162,721 | Added |
| 22 | COMMONWEALTH EQUITY SERVICES, LLC | $3.3M | 160,942 | Trimmed |
| 23 | Infinity Wealth Counsel, LLC | $3.2M | 157,533 | Added |
| 24 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | $3.2M | 154,574 | Added |
| 25 | Carnegie Investment Counsel | $3.1M | 151,756 | Added |