| 1 | Members Trust Co | $101.3M | 1.1M | Trimmed |
| 2 | CKW FINANCIAL GROUP | $47.0M | 496,522 | Added |
| 3 | Great Lakes Retirement, Inc. | $40.6M | 430,220 | Added |
| 4 | ENVESTNET ASSET MANAGEMENT INC | $22.3M | 236,489 | Trimmed |
| 5 | IFP Advisors, Inc | $21.3M | 225,517 | Added |
| 6 | CoreCap Advisors, LLC | $14.6M | 155,012 | Added |
| 7 | Lineweaver Wealth Advisors, LLC | $12.0M | 126,937 | Added |
| 8 | Envestnet Portfolio Solutions, Inc. | $9.4M | 99,520 | Trimmed |
| 9 | MTC Wealth Management LLC | $9.2M | 97,732 | Trimmed |
| 10 | COMMONWEALTH EQUITY SERVICES, LLC | $8.7M | 91,808 | Added |
| 11 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $6.7M | 70,918 | Trimmed |
| 12 | CROBAN | $6.5M | 68,719 | Added |
| 13 | PARSONS CAPITAL MANAGEMENT INC/RI | $6.5M | 68,506 | Added |
| 14 | Wealthcare Advisory Partners LLC | $5.6M | 58,799 | Trimmed |
| 15 | Wilkins Miller Wealth Management, LLC | $5.5M | 58,410 | Trimmed |
| 16 | First Interstate Bank | $5.2M | 54,987 | Trimmed |
| 17 | Gladstone Institutional Advisory LLC | $4.7M | 49,755 | Added |
| 18 | United Advisor Group, LLC | $4.7M | 49,456 | Added |
| 19 | Kathmere Capital Management, LLC | $4.5M | 47,484 | Hold |
| 20 | Private Advisor Group, LLC | $3.8M | 40,342 | New |
| 21 | MISSION WEALTH MANAGEMENT, LP | $3.7M | 39,350 | New |
| 22 | VALICENTI ADVISORY SERVICES INC | $3.6M | 38,003 | Added |
| 23 | Fifth Third Securities, Inc. | $3.5M | 37,335 | Trimmed |
| 24 | Savvy Advisors, Inc. | $3.1M | 32,639 | Added |
| 25 | Merit Financial Group, LLC | $2.9M | 31,196 | Trimmed |