| 1 | HBK Sorce Advisory LLC | $357.4M | 4.4M | Added |
| 2 | Wealthquest Corp | $30.9M | 415,700 | Hold |
| 3 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $24.1M | 322,120 | Added |
| 4 | CURIO WEALTH, LLC | $8.6M | 115,765 | Added |
| 5 | Chicago Partners Investment Group LLC | $7.5M | 95,059 | Added |
| 6 | Elite Life Management LLC | $6.6M | 81,806 | Added |
| 7 | M Holdings Securities, Inc. | $5.0M | 67,918 | Hold |
| 8 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $3.6M | 48,092 | Added |
| 9 | Medallion Wealth Advisors, LLC | $3.5M | 46,756 | Added |
| 10 | UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC | $3.5M | 43,013 | Added |
| 11 | CITADEL ADVISORS LLC | $1.3M | 17,680 | Trimmed |
| 12 | First Financial Group Corp | $1.3M | 17,670 | Added |
| 13 | WPWealth LLP | $1.2M | 16,590 | Hold |
| 14 | Vantage Point Financial LLC | $907,354 | 12,212 | Trimmed |
| 15 | CARY STREET PARTNERS FINANCIAL LLC | $838,850 | 11,290 | Trimmed |
| 16 | EWA, LLC | $804,094 | 10,823 | Trimmed |
| 17 | Pinion Investment Advisors, LLC | $779,007 | 10,485 | Trimmed |
| 18 | American Investment Services, Inc. | $684,275 | 9,210 | Trimmed |
| 19 | LPL Financial LLC | $642,085 | 8,642 | Added |
| 20 | Northwest Bancshares, Inc. | $437,091 | 5,883 | Hold |
| 21 | PRIVATE TRUST CO NA | $352,095 | 4,739 | Hold |
| 22 | Rockwood Wealth Management, LLC | $295,927 | 3,983 | Hold |
| 23 | HighTower Advisors, LLC | $280,860 | 3,780 | Added |
| 24 | Betterment LLC | $230,000 | 3,089 | New |
| 25 | Strategic Investment Solutions, Inc. /IL | $219,845 | 2,959 | Added |