| 1 | Merit Financial Group, LLC | $152.6M | 3.8M | Added |
| 2 | Mirae Asset Global Investments Co., Ltd. | $131.3M | 3.2M | Trimmed |
| 3 | Avantax Planning Partners, Inc. | $92.4M | 2.3M | Trimmed |
| 4 | HENGEHOLD CAPITAL MANAGEMENT LLC | $49.4M | 1.2M | Added |
| 5 | TRUIST FINANCIAL CORP | $41.8M | 1.0M | Added |
| 6 | LODESTAR PRIVATE ASSET MANAGEMENT LLC | $36.4M | 895,548 | Added |
| 7 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | $35.0M | 861,432 | Trimmed |
| 8 | ENVESTNET ASSET MANAGEMENT INC | $32.6M | 802,257 | Added |
| 9 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $26.1M | 642,125 | Trimmed |
| 10 | Jacobi Capital Management LLC | $25.6M | 628,879 | Added |
| 11 | Private Advisor Group, LLC | $25.1M | 616,487 | Added |
| 12 | BRYN MAWR TRUST Co | $17.1M | 421,095 | Trimmed |
| 13 | Sequoia Financial Advisors, LLC | $14.5M | 355,329 | Trimmed |
| 14 | Atlas Private Wealth Advisors | $14.0M | 345,135 | Added |
| 15 | ARCADIA INVESTMENT ADVISORS LLC | $12.5M | 307,362 | Trimmed |
| 16 | Cambridge Investment Research Advisors, Inc. | $12.3M | 303,374 | Added |
| 17 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $11.3M | 279,708 | Trimmed |
| 18 | WHITTIER TRUST CO | $11.0M | 268,290 | Trimmed |
| 19 | Friday Financial | $10.7M | 265,560 | Added |
| 20 | Portus Wealth Advisors, LLC | $9.0M | 220,496 | Trimmed |
| 21 | COMMONWEALTH EQUITY SERVICES, LLC | $9.0M | 220,363 | Added |
| 22 | Courage Miller Partners, LLC | $7.6M | 186,320 | Trimmed |
| 23 | Brady Martz Wealth Solutions, LLC | $7.2M | 177,774 | Trimmed |
| 24 | Opal Wealth Advisors, LLC | $6.2M | 151,249 | Added |
| 25 | Sterling Group Wealth Management, LLC | $5.8M | 141,423 | Trimmed |