| 1 | Orgel Wealth Management, LLC | $158.5M | 6.6M | Added |
| 2 | BANK OF AMERICA CORP /DE/ | $149.8M | 6.2M | Added |
| 3 | MORGAN STANLEY | $92.7M | 3.8M | Added |
| 4 | Meeder Advisory Services, Inc. | $71.0M | 2.9M | Added |
| 5 | Schneider Downs Wealth Management Advisors, LP | $62.2M | 2.6M | Added |
| 6 | LPL Financial LLC | $52.8M | 2.2M | Added |
| 7 | RAYMOND JAMES FINANCIAL INC | $51.1M | 2.1M | Added |
| 8 | UBS Group AG | $50.1M | 2.1M | Added |
| 9 | Cetera Investment Advisers | $49.5M | 2.1M | Added |
| 10 | IAG Wealth Partners, LLC | $45.9M | 1.9M | Added |
| 11 | Midwest Trust Co | $30.4M | 1.3M | Trimmed |
| 12 | Mariner, LLC | $29.2M | 1.2M | Trimmed |
| 13 | ENVESTNET ASSET MANAGEMENT INC | $21.5M | 891,945 | Added |
| 14 | Royal Bank of Canada | $17.2M | 712,696 | Added |
| 15 | Lebenthal Global Advisors, LLC | $16.9M | 699,548 | Added |
| 16 | Orion Porfolio Solutions, LLC | $14.4M | 598,097 | Added |
| 17 | Pallas Capital Advisors LLC | $14.0M | 582,715 | Trimmed |
| 18 | CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | $13.4M | 557,697 | Added |
| 19 | TruWealth Advisors, LLC | $12.9M | 534,964 | Added |
| 20 | CONDOR CAPITAL MANAGEMENT | $12.2M | 506,262 | Added |
| 21 | FLPUTNAM INVESTMENT MANAGEMENT CO | $12.1M | 503,000 | Added |
| 22 | CFO4Life Group, LLC | $12.0M | 498,899 | Added |
| 23 | MassMutual Private Wealth & Trust, FSB | $10.7M | 445,536 | Trimmed |
| 24 | GREAT VALLEY ADVISOR GROUP, INC. | $10.5M | 434,550 | Added |
| 25 | Hudock, Inc. | $9.9M | 412,549 | Added |