| 1 | HAMEL ASSOCIATES, INC. | $25.7M | 808,765 | Trimmed |
| 2 | Fifth Third Wealth Advisors LLC | $12.2M | 383,253 | Added |
| 3 | IRON Financial LLC | $10.1M | 317,888 | Added |
| 4 | WOODMONT INVESTMENT COUNSEL LLC | $9.5M | 300,864 | Added |
| 5 | TD Waterhouse Canada Inc. | $9.4M | 316,645 | New |
| 6 | Charles Schwab Trust Co | $8.9M | 281,092 | Trimmed |
| 7 | ENVESTNET ASSET MANAGEMENT INC | $7.0M | 220,757 | Added |
| 8 | Robertson Stephens Wealth Management, LLC | $6.7M | 209,797 | Added |
| 9 | LongView Wealth Management | $6.6M | 207,312 | Added |
| 10 | Cambridge Investment Research Advisors, Inc. | $6.5M | 205,730 | Added |
| 11 | COMMONWEALTH EQUITY SERVICES, LLC | $5.9M | 185,716 | Added |
| 12 | Fiduciary Alliance LLC | $5.8M | 182,031 | Added |
| 13 | Red Mountain Financial, LLC | $4.9M | 153,104 | Added |
| 14 | Carolina Wealth Advisors, LLC | $4.3M | 136,901 | Added |
| 15 | Farrow Financial, Inc. | $4.0M | 126,377 | Added |
| 16 | Opus Financial Solutions LLC | $3.9M | 123,467 | Trimmed |
| 17 | Noble Family Wealth, LLC | $3.6M | 112,522 | Added |
| 18 | Sequoia Financial Advisors, LLC | $2.8M | 86,679 | Trimmed |
| 19 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $2.3M | 81,694 | Added |
| 20 | Kestra Advisory Services, LLC | $2.2M | 68,372 | Added |
| 21 | Farther Finance Advisors, LLC | $2.1M | 66,171 | Added |
| 22 | FIRST MERCHANTS CORP | $2.1M | 65,364 | Trimmed |
| 23 | Astoria Portfolio Advisors LLC. | $1.9M | 59,614 | Added |
| 24 | Kohmann Bosshard Financial Services, LLC | $1.9M | 59,034 | Trimmed |
| 25 | Bravera Wealth | $1.7M | 55,012 | Trimmed |