| 1 | Cambridge Investment Research Advisors, Inc. | $19.5M | 135,469 | Added |
| 2 | Concurrent Investment Advisors, LLC | $15.5M | 107,601 | Added |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $14.6M | 101,266 | Added |
| 4 | Crusonia Wealth Advisors LLC | $10.6M | 73,453 | Trimmed |
| 5 | Chicago Partners Investment Group LLC | $10.1M | 71,639 | Trimmed |
| 6 | COMMONWEALTH EQUITY SERVICES, LLC | $9.4M | 64,962 | Trimmed |
| 7 | Wealth Alliance Advisory Group, LLC | $8.6M | 59,310 | Trimmed |
| 8 | Kestra Advisory Services, LLC | $7.3M | 50,485 | Trimmed |
| 9 | D.A. DAVIDSON & CO. | $7.0M | 48,579 | Added |
| 10 | Mainsail Financial Group, LLC | $6.4M | 44,673 | Added |
| 11 | Hapanowicz & Associates Financial Services, Inc | $6.0M | 41,586 | Trimmed |
| 12 | MTM Investment Management, LLC | $5.3M | 36,765 | Added |
| 13 | CITY HOLDING CO | $5.2M | 35,861 | Added |
| 14 | Arrow Investment Advisors, LLC | $4.7M | 32,447 | New |
| 15 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $4.6M | 32,310 | Added |
| 16 | PARK NATIONAL CORP /OH/ | $3.3M | 22,571 | Trimmed |
| 17 | Lakeridge Wealth Management LLC | $2.2M | 15,072 | Trimmed |
| 18 | Private Advisor Group, LLC | $2.0M | 13,691 | Added |
| 19 | TRUIST FINANCIAL CORP | $1.7M | 11,748 | Trimmed |
| 20 | B. Riley Wealth Advisors, Inc. | $1.7M | 11,692 | Added |
| 21 | RFG Advisory, LLC | $1.7M | 11,459 | Trimmed |
| 22 | Keystone Financial Group | $1.6M | 11,156 | Trimmed |
| 23 | Riggs Asset Managment Co. Inc. | $1.6M | 11,050 | New |
| 24 | Cyndeo Wealth Partners, LLC | $1.6M | 10,966 | Trimmed |
| 25 | ARS Wealth Advisors Group, LLC | $1.4M | 9,980 | Trimmed |