| 1 | PARK NATIONAL CORP /OH/ | $162.3M | 3.7M | Added |
| 2 | LPL Financial LLC | $139.7M | 3.2M | Added |
| 3 | MORGAN STANLEY | $94.9M | 2.2M | Added |
| 4 | RAYMOND JAMES FINANCIAL INC | $61.1M | 1.4M | Added |
| 5 | Hennion & Walsh Asset Management, Inc. | $58.7M | 1.3M | Added |
| 6 | Capital Asset Advisory Services LLC | $55.0M | 1.2M | Added |
| 7 | BANK OF AMERICA CORP /DE/ | $45.4M | 1.0M | Added |
| 8 | SK Wealth Management, LLC | $41.7M | 931,914 | Trimmed |
| 9 | Cetera Investment Advisers | $32.6M | 738,583 | Added |
| 10 | Steward Partners Investment Advisory, LLC | $30.9M | 700,739 | Added |
| 11 | UBS Group AG | $30.8M | 698,744 | Added |
| 12 | ENVESTNET ASSET MANAGEMENT INC | $30.5M | 690,532 | Added |
| 13 | Stratos Investment Management, LLC | $26.2M | 593,549 | Added |
| 14 | MML INVESTORS SERVICES, LLC | $23.2M | 525,779 | Trimmed |
| 15 | Baird Financial Group, Inc. | $21.3M | 483,311 | Added |
| 16 | Lido Advisors, LLC | $20.2M | 457,898 | Added |
| 17 | Horizon Wealth Management, LLC | $19.6M | 445,469 | New |
| 18 | Atria Investments, Inc | $16.1M | 364,294 | Trimmed |
| 19 | Tidemark, LLC | $15.8M | 357,878 | Trimmed |
| 20 | Choice Wealth Advisors, LLC | $14.8M | 336,513 | New |
| 21 | Impact Capital Partners LLC | $10.2M | 230,768 | Added |
| 22 | JANE STREET GROUP, LLC | $8.9M | 201,928 | Added |
| 23 | Cambridge Investment Research Advisors, Inc. | $8.9M | 201,112 | Added |
| 24 | OneDigital Investment Advisors LLC | $8.0M | 180,273 | New |
| 25 | Burns Matteson Capital Management, LLC | $7.5M | 169,859 | Added |