| 1 | KMG FIDUCIARY PARTNERS, LLC | $16.8M | 413,795 | Added |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $13.5M | 331,759 | Added |
| 3 | PARK NATIONAL CORP /OH/ | $9.8M | 242,086 | Trimmed |
| 4 | Cambridge Investment Research Advisors, Inc. | $9.1M | 223,260 | Added |
| 5 | Clear Creek Financial Management, LLC | $8.7M | 213,297 | Trimmed |
| 6 | Blackhawk Capital Partners, LLC | $7.0M | 171,989 | New |
| 7 | Fearless Solutions, LLC dba Best Invest | $5.8M | 143,631 | Trimmed |
| 8 | CITIGROUP INC | $5.1M | 125,268 | Trimmed |
| 9 | OPPENHEIMER & CO INC | $4.6M | 113,012 | Added |
| 10 | Quad-Cities Investment Group, LLC | $3.8M | 94,592 | Added |
| 11 | AXXCESS WEALTH MANAGEMENT, LLC | $3.7M | 89,822 | New |
| 12 | Darwin Wealth Management, LLC | $3.7M | 89,822 | Added |
| 13 | Private Advisor Group, LLC | $3.4M | 83,773 | Added |
| 14 | ASSETMARK, INC | $3.4M | 83,764 | Trimmed |
| 15 | Concurrent Investment Advisors, LLC | $3.2M | 79,536 | Added |
| 16 | COMMONWEALTH EQUITY SERVICES, LLC | $3.2M | 77,848 | Trimmed |
| 17 | Acorn Wealth Advisors, LLC | $3.0M | 73,793 | Added |
| 18 | Hyposwiss Advisors SA | $2.7M | 67,275 | Added |
| 19 | Randall & Associates Wealth Management | $2.6M | 63,860 | Added |
| 20 | True Blue Financial, LLC | $2.4M | 59,266 | Added |
| 21 | Chicago Partners Investment Group LLC | $2.3M | 57,967 | Added |
| 22 | Envestnet Portfolio Solutions, Inc. | $2.3M | 56,940 | Trimmed |
| 23 | Prospera Financial Services Inc | $2.3M | 56,715 | Trimmed |
| 24 | Kestra Advisory Services, LLC | $2.3M | 55,940 | Trimmed |
| 25 | WEDBUSH SECURITIES INC | $2.2M | 52,929 | Trimmed |