| 1 | Whitaker-Myers Wealth Managers, LTD. | $17.6M | 511,114 | Added |
| 2 | Heck Capital Advisors, LLC | $7.3M | 212,517 | Added |
| 3 | Johnson & White Wealth Management, LLC | $5.6M | 162,526 | Trimmed |
| 4 | Armbruster Capital Management, Inc. | $3.3M | 96,900 | Trimmed |
| 5 | ENVESTNET ASSET MANAGEMENT INC | $3.1M | 91,295 | Added |
| 6 | Cambridge Investment Research Advisors, Inc. | $2.5M | 73,650 | Added |
| 7 | CFG Wealth Management Services, Inc. | $2.2M | 63,897 | Hold |
| 8 | Decker Retirement Planning Inc. | $1.8M | 52,851 | Added |
| 9 | COMMONWEALTH EQUITY SERVICES, LLC | $1.3M | 37,184 | Added |
| 10 | Merit Financial Group, LLC | $1.1M | 33,323 | Added |
| 11 | Sequoia Financial Advisors, LLC | $839,484 | 24,338 | Added |
| 12 | WealthBridge Capital Management, LLC | $775,550 | 22,484 | Added |
| 13 | Kestra Advisory Services, LLC | $642,901 | 18,638 | Trimmed |
| 14 | Prospera Financial Services Inc | $502,410 | 14,565 | Trimmed |
| 15 | McNaughton Wealth Management, LLC | $469,938 | 13,624 | Hold |
| 16 | PFG Advisors | $459,688 | 13,327 | Trimmed |
| 17 | BROWN WEALTH MANAGEMENT, LLC | $428,856 | 12,433 | Hold |
| 18 | CITIGROUP INC | $384,119 | 11,136 | Trimmed |
| 19 | TD Waterhouse Canada Inc. | $377,393 | 11,022 | Hold |
| 20 | SteelPeak Wealth, LLC | $371,494 | 10,770 | Trimmed |
| 21 | Wagner Wealth Management, LLC | $361,594 | 10,483 | Trimmed |
| 22 | Ridgewood Investments LLC | $340,622 | 9,875 | Trimmed |
| 23 | Private Advisor Group, LLC | $297,190 | 8,616 | Trimmed |
| 24 | Fifth Third Securities, Inc. | $279,431 | 8,101 | Hold |
| 25 | Richmond Investment Services, LLC | $254,782 | 7,386 | Trimmed |