| 1 | Members Trust Co | $50.3M | 2.2M | Added |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $8.5M | 376,958 | Added |
| 3 | TRUIST FINANCIAL CORP | $5.9M | 261,482 | Added |
| 4 | Envestnet Portfolio Solutions, Inc. | $4.6M | 202,825 | New |
| 5 | MTC Wealth Management LLC | $4.5M | 199,896 | New |
| 6 | COMMONWEALTH EQUITY SERVICES, LLC | $4.2M | 183,954 | Added |
| 7 | KESTRA PRIVATE WEALTH SERVICES, LLC | $2.7M | 118,220 | Trimmed |
| 8 | Cambridge Investment Research Advisors, Inc. | $1.4M | 61,026 | Added |
| 9 | Savvy Advisors, Inc. | $1.4M | 59,858 | Trimmed |
| 10 | LAFFER TENGLER INVESTMENTS, INC. | $1.4M | 59,845 | Trimmed |
| 11 | PARTNERS WEALTH MANAGEMENT, LLC | $1.1M | 50,093 | Trimmed |
| 12 | HENGEHOLD CAPITAL MANAGEMENT LLC | $1.1M | 46,941 | Added |
| 13 | Fifth Third Securities, Inc. | $941,425 | 41,564 | New |
| 14 | Advisory Solutions Group, LLC | $676,562 | 29,870 | New |
| 15 | AdvisorNet Financial, Inc | $619,807 | 27,365 | Added |
| 16 | Daviman Financial, LLC | $598,254 | 26,413 | Added |
| 17 | PRIVATE TRUST CO NA | $553,453 | 24,435 | Trimmed |
| 18 | Kestra Advisory Services, LLC | $489,760 | 21,623 | Added |
| 19 | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | $479,355 | 21,164 | Trimmed |
| 20 | SYM FINANCIAL Corp | $451,347 | 19,927 | Trimmed |
| 21 | Signal Advisors Wealth, LLC | $348,108 | 15,369 | New |
| 22 | Dynamic Advisor Solutions LLC | $293,534 | 12,960 | Trimmed |
| 23 | Arlington Financial Advisors, LLC | $261,494 | 11,545 | New |
| 24 | DAVENPORT & Co LLC | $211,778 | 9,350 | Added |
| 25 | Pacific Excel Wealth Advisors, Inc. | $210,962 | 9,314 | New |