| 1 | Atria Investments, Inc | $20.7M | 316,378 | Trimmed |
| 2 | Black Diamond Financial, LLC | $12.6M | 192,806 | Added |
| 3 | Matrix Trust Co | $11.8M | 180,159 | Added |
| 4 | Steele Capital Management, Inc. | $11.8M | 180,159 | Added |
| 5 | Ipsen Advisor Group LLC | $7.6M | 115,986 | Added |
| 6 | MRA Advisory Group | $7.3M | 110,815 | Added |
| 7 | McKinley Carter Wealth Services, Inc. | $7.0M | 107,441 | Added |
| 8 | BEAM WEALTH ADVISORS, INC. | $6.6M | 101,160 | Trimmed |
| 9 | Certified Advisory Corp | $6.4M | 98,173 | Added |
| 10 | Three Bearings Fiduciary Advisors, Inc. | $5.6M | 84,793 | New |
| 11 | COMMONWEALTH EQUITY SERVICES, LLC | $4.2M | 64,428 | Added |
| 12 | STEINBERGANNA WEALTH MANAGEMENT | $3.1M | 47,572 | Trimmed |
| 13 | LRI Investments, LLC | $3.0M | 45,400 | Hold |
| 14 | Van Diest Capital, LLC | $2.6M | 39,034 | Trimmed |
| 15 | Key Financial Inc | $2.4M | 36,255 | Trimmed |
| 16 | ENVESTNET ASSET MANAGEMENT INC | $2.2M | 33,701 | Added |
| 17 | Rodgers & Associates, LTD | $2.0M | 29,855 | Trimmed |
| 18 | CREATIVE FINANCIAL DESIGNS INC /ADV | $1.8M | 27,537 | Added |
| 19 | INDEPENDENT FINANCIAL GROUP, LLC | $1.7M | 26,645 | Added |
| 20 | VAUGHAN & Co SECURITIES, INC. | $1.5M | 23,597 | Trimmed |
| 21 | Gladstone Institutional Advisory LLC | $1.3M | 20,553 | Trimmed |
| 22 | Phoenix Wealth Advisors | $1.3M | 20,541 | Added |
| 23 | G&S Capital LLC | $1.3M | 19,860 | New |
| 24 | Creekside Partners | $1.3M | 19,807 | Added |
| 25 | SHELTON WEALTH MANAGEMENT, LLC | $1.2M | 18,403 | Trimmed |