| 1 | ENVESTNET ASSET MANAGEMENT INC | $38.0M | 137,753 | Added |
| 2 | COMMONWEALTH EQUITY SERVICES, LLC | $28.5M | 103,056 | Trimmed |
| 3 | RVW Wealth, LLC | $18.9M | 68,346 | Added |
| 4 | Sageworth Trust Co | $17.2M | 62,456 | Trimmed |
| 5 | Cambridge Investment Research Advisors, Inc. | $11.5M | 41,790 | Added |
| 6 | SENTINEL TRUST CO LBA | $7.1M | 25,614 | Hold |
| 7 | Trace Wealth Advisors, LLC | $6.8M | 24,508 | Hold |
| 8 | ASSETMARK, INC | $3.8M | 13,930 | Added |
| 9 | Goldstein Advisors, LLC | $3.8M | 13,748 | Trimmed |
| 10 | Ballentine Capital Advisors, Inc | $3.2M | 11,642 | Trimmed |
| 11 | Discipline Wealth Solutions, LLC | $2.9M | 10,610 | Trimmed |
| 12 | Indivisible Partners | $1.9M | 6,812 | New |
| 13 | Greenfield Savings Bank | $1.5M | 5,460 | Trimmed |
| 14 | VICTORY FINANCIAL GROUP, LLC | $1.3M | 4,667 | Added |
| 15 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.3M | 4,500 | Hold |
| 16 | WealthPlan Investment Management, LLC | $1.2M | 4,506 | Trimmed |
| 17 | KEYBANK NATIONAL ASSOCIATION/OH | $907,715 | 3,288 | Hold |
| 18 | Kestra Advisory Services, LLC | $736,256 | 2,667 | Trimmed |
| 19 | PARK NATIONAL CORP /OH/ | $721,091 | 2,612 | Trimmed |
| 20 | VestGen Investment Management | $591,339 | 2,142 | Trimmed |
| 21 | Essex Bank | $564,542 | 2,045 | Hold |
| 22 | Kings Path Partners LLC | $560,446 | 2,030 | Trimmed |
| 23 | AWM CAPITAL, LLC | $538,633 | 1,951 | Trimmed |
| 24 | ANGELES WEALTH MANAGEMENT, LLC | $475,942 | 1,724 | New |
| 25 | VAQUERO PRIVATE WEALTH, LTD | $469,317 | 1,700 | New |