| 1 | M&T Bank Corp | $281.9M | 5.9M | Added |
| 2 | Provident Wealth Management, LLC | $64.1M | 1.3M | Trimmed |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $61.4M | 1.3M | Added |
| 4 | FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | $58.6M | 1.2M | Added |
| 5 | KICKSTAND VENTURES, LLC. | $36.3M | 763,165 | New |
| 6 | First National Trust Co | $34.9M | 733,528 | Trimmed |
| 7 | Prodigy Asset Management LLC | $33.7M | 708,088 | Added |
| 8 | Kestra Advisory Services, LLC | $32.5M | 684,742 | Added |
| 9 | EXCHANGE TRADED CONCEPTS, LLC | $21.1M | 443,420 | Added |
| 10 | Cambridge Investment Research Advisors, Inc. | $20.4M | 429,904 | Added |
| 11 | INDEPENDENT FINANCIAL GROUP, LLC | $11.7M | 245,872 | Added |
| 12 | Strategic Blueprint, LLC | $11.3M | 238,231 | Added |
| 13 | Rollins Financial Advisors, LLC | $9.3M | 194,882 | Added |
| 14 | Bryant Woods Investment Advisors, LLC | $7.9M | 165,486 | Added |
| 15 | ROGCO, LP | $7.0M | 147,360 | Trimmed |
| 16 | COMMONWEALTH EQUITY SERVICES, LLC | $6.1M | 127,880 | Trimmed |
| 17 | Marshall Financial Group, LLC | $5.5M | 115,475 | Added |
| 18 | Future Financial Wealth Managment LLC | $5.4M | 115,478 | Trimmed |
| 19 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $5.1M | 106,962 | Added |
| 20 | Hopwood Financial Services, Inc. | $4.6M | 97,818 | Added |
| 21 | DAHRING | CUSMANO LLC | $3.8M | 80,479 | Trimmed |
| 22 | LINCOLN CAPITAL CORP | $3.4M | 71,039 | Added |
| 23 | Platt Wealth Management LLC | $3.3M | 69,042 | Added |
| 24 | 4J Wealth Management LLC | $3.1M | 65,184 | Added |
| 25 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $2.7M | 55,995 | Added |