| 1 | PARK NATIONAL CORP /OH/ | $173.7M | 3.8M | Added |
| 2 | Hennion & Walsh Asset Management, Inc. | $66.2M | 1.4M | Added |
| 3 | AXXCESS WEALTH MANAGEMENT, LLC | $57.3M | 1.2M | New |
| 4 | ENVESTNET ASSET MANAGEMENT INC | $34.7M | 751,061 | Added |
| 5 | Cambridge Investment Research Advisors, Inc. | $31.0M | 671,204 | Added |
| 6 | Choice Wealth Advisors, LLC | $16.5M | 356,619 | Added |
| 7 | Atria Investments, Inc | $15.1M | 326,330 | Trimmed |
| 8 | Impact Capital Partners LLC | $11.2M | 242,152 | Added |
| 9 | Burns Matteson Capital Management, LLC | $8.8M | 190,915 | Added |
| 10 | Kestra Advisory Services, LLC | $7.3M | 158,604 | Added |
| 11 | Trilogy Capital Inc. | $4.6M | 100,250 | Added |
| 12 | COMMONWEALTH EQUITY SERVICES, LLC | $4.6M | 98,800 | Added |
| 13 | NBC SECURITIES, INC. | $4.5M | 97,440 | Added |
| 14 | Vericrest Private Wealth | $4.1M | 89,313 | Added |
| 15 | COLUMBIA ADVISORY PARTNERS LLC | $3.9M | 84,667 | Added |
| 16 | D.A. DAVIDSON & CO. | $3.6M | 78,641 | Added |
| 17 | Caprock Group, LLC | $2.6M | 57,326 | Added |
| 18 | OPTIMA CAPITAL LLC | $2.3M | 50,715 | Trimmed |
| 19 | MOODY NATIONAL BANK TRUST DIVISION | $2.1M | 46,177 | Hold |
| 20 | Private Advisor Group, LLC | $1.7M | 36,624 | Trimmed |
| 21 | Signal Advisors Wealth, LLC | $1.7M | 35,968 | Added |
| 22 | TCFG Investment Advisors, LLC | $1.5M | 32,870 | Trimmed |
| 23 | WORLD EQUITY GROUP, INC. | $1.5M | 33,314 | Added |
| 24 | HF Advisory Group, LLC | $1.4M | 29,470 | Added |
| 25 | B. Riley Wealth Advisors, Inc. | $1.2M | 26,236 | Added |