| 1 | TRAPHAGEN INVESTMENT ADVISORS LLC | $37.1M | 885,428 | Added |
| 2 | Magnus Financial Group LLC | $36.2M | 863,496 | Added |
| 3 | ATWOOD & PALMER INC | $28.1M | 670,333 | Added |
| 4 | Keudell/Morrison Wealth Management | $15.7M | 375,370 | Added |
| 5 | ARVEST INVESTMENTS, INC. | $14.5M | 345,746 | Added |
| 6 | Triangle Securities Wealth Management | $9.4M | 224,795 | Trimmed |
| 7 | COMMONWEALTH EQUITY SERVICES, LLC | $8.5M | 202,848 | Added |
| 8 | Eagle Strategies LLC | $7.4M | 175,309 | New |
| 9 | FAS Wealth Partners, Inc. | $4.7M | 112,602 | Added |
| 10 | Marshall & Sterling Wealth Advisors Inc. | $4.5M | 107,250 | Added |
| 11 | BLUELINE ADVISORS LLC | $4.2M | 101,206 | Added |
| 12 | Smith & Howard Wealth Management, LLC | $4.0M | 94,978 | Added |
| 13 | Quad-Cities Investment Group, LLC | $3.7M | 88,342 | Trimmed |
| 14 | Financial Partners Group, Inc | $3.6M | 85,179 | Trimmed |
| 15 | ENVESTNET ASSET MANAGEMENT INC | $3.3M | 78,660 | Trimmed |
| 16 | Financial Enhancement Group LLC | $3.3M | 78,369 | Trimmed |
| 17 | DIVERSIFY WEALTH MANAGEMENT, LLC | $2.7M | 64,026 | Added |
| 18 | Cambridge Investment Research Advisors, Inc. | $2.1M | 49,346 | Added |
| 19 | ARS Investment Partners, LLC | $1.8M | 42,445 | Added |
| 20 | XML Financial, LLC | $1.8M | 42,244 | Trimmed |
| 21 | Capital Advisors, Ltd. LLC | $1.4M | 32,330 | Added |
| 22 | HERITAGE OAK WEALTH ADVISORS LLC | $1.4M | 32,231 | Trimmed |
| 23 | WESBANCO BANK INC | $1.1M | 26,226 | Trimmed |
| 24 | MGO ONE SEVEN LLC | $1.0M | 24,586 | Added |
| 25 | Summit Wealth Partners, LLC | $836,929 | 19,960 | Trimmed |