| 1 | Horizon Wealth Management, LLC | $51.8M | 2.3M | New |
| 2 | HUNTINGTON NATIONAL BANK | $24.6M | 1.1M | Added |
| 3 | LPL Financial LLC | $22.7M | 1.0M | Added |
| 4 | RAYMOND JAMES FINANCIAL INC | $21.4M | 947,705 | Added |
| 5 | Focus Partners Wealth | $9.6M | 427,129 | Trimmed |
| 6 | BANK OF AMERICA CORP /DE/ | $9.0M | 397,860 | Added |
| 7 | OSAIC HOLDINGS, INC. | $8.3M | 369,867 | Trimmed |
| 8 | ENVESTNET ASSET MANAGEMENT INC | $8.2M | 364,641 | Added |
| 9 | Mariner, LLC | $7.3M | 325,839 | Added |
| 10 | Cetera Investment Advisers | $6.1M | 272,348 | Added |
| 11 | TRUIST FINANCIAL CORP | $5.4M | 240,841 | Added |
| 12 | KESTRA PRIVATE WEALTH SERVICES, LLC | $2.7M | 121,834 | Added |
| 13 | Modern Wealth Management, LLC | $2.6M | 116,175 | New |
| 14 | COMMONWEALTH EQUITY SERVICES, LLC | $2.3M | 102,489 | Added |
| 15 | Members Trust Co | $2.0M | 90,173 | Added |
| 16 | JPMORGAN CHASE & CO | $2.0M | 87,941 | Added |
| 17 | PlanVest Financial, Inc | $1.8M | 81,866 | New |
| 18 | LAFFER TENGLER INVESTMENTS, INC. | $1.5M | 64,796 | Added |
| 19 | Allworth Financial LP | $1.4M | 62,520 | Added |
| 20 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.4M | 60,922 | New |
| 21 | Savvy Advisors, Inc. | $1.3M | 59,874 | Added |
| 22 | Arkadios Wealth Advisors | $1.3M | 56,501 | Added |
| 23 | PARTNERS WEALTH MANAGEMENT, LLC | $1.2M | 53,139 | Trimmed |
| 24 | Mutual Advisors, LLC | $1.1M | 47,786 | Added |
| 25 | HENGEHOLD CAPITAL MANAGEMENT LLC | $992,560 | 44,055 | New |