| 1 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $809.0M | 9.7M | Added |
| 2 | Blue Trust, Inc. | $411.2M | 4.8M | Added |
| 3 | Shore Point Advisors, LLC | $44.0M | 701,536 | Added |
| 4 | Nova R Wealth, Inc. | $21.3M | 249,662 | Added |
| 5 | ARQ WEALTH ADVISORS, LLC | $17.0M | 206,445 | Added |
| 6 | CABOT WEALTH MANAGEMENT INC | $14.7M | 172,574 | New |
| 7 | Cassia Capital Partners, LLC | $11.7M | 137,154 | Trimmed |
| 8 | 5T Wealth, LLC | $6.5M | 76,463 | Trimmed |
| 9 | Wealth Enhancement Trust Services, Inc. | $6.2M | 72,702 | Added |
| 10 | Kathmere Capital Management, LLC | $4.9M | 57,709 | Trimmed |
| 11 | Fifth Third Securities, Inc. | $4.9M | 57,242 | Trimmed |
| 12 | KELLY FINANCIAL GROUP LLC | $4.5M | 53,016 | Trimmed |
| 13 | 3Chopt Investment Partners, LLC | $4.1M | 48,059 | Hold |
| 14 | Skyline Advisors, Inc. | $4.0M | 46,516 | Added |
| 15 | Fifth Third Wealth Advisors LLC | $3.8M | 44,206 | New |
| 16 | Klaas Financial Asset Advisors, LLC | $3.0M | 35,647 | Trimmed |
| 17 | NorthCrest Asset Manangement, LLC | $2.7M | 32,236 | Added |
| 18 | Belpointe Asset Management LLC | $2.3M | 26,836 | Added |
| 19 | CFS Investment Advisory Services, LLC | $2.2M | 26,761 | Trimmed |
| 20 | COMMONWEALTH EQUITY SERVICES, LLC | $2.1M | 25,090 | Added |
| 21 | Professional Financial Advisors, LLC | $2.0M | 23,303 | Trimmed |
| 22 | ENVESTNET ASSET MANAGEMENT INC | $1.9M | 22,445 | Added |
| 23 | Miracle Mile Advisors, LLC | $1.9M | 21,891 | Trimmed |
| 24 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $1.8M | 21,440 | Trimmed |
| 25 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | $1.7M | 19,866 | Added |