| 1 | FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | $64.7M | 2.6M | Added |
| 2 | RHL GROUP, LLC | $12.8M | 511,259 | Added |
| 3 | Allen Capital Group, LLC | $9.4M | 372,475 | Trimmed |
| 4 | Private Advisor Group, LLC | $7.5M | 298,257 | Added |
| 5 | Parkway Wealth Management Group, LLC | $6.4M | 253,199 | Added |
| 6 | FFG RETIREMENT ADVISORS LLC | $4.9M | 192,840 | Added |
| 7 | Concurrent Investment Advisors, LLC | $2.7M | 108,770 | Trimmed |
| 8 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $2.6M | 104,008 | Added |
| 9 | Atlas Wealth LLC | $2.0M | 80,174 | Trimmed |
| 10 | ENVESTNET ASSET MANAGEMENT INC | $2.0M | 80,172 | New |
| 11 | COMMONWEALTH EQUITY SERVICES, LLC | $1.8M | 72,236 | Added |
| 12 | Cornerstone Wealth Management, LLC | $1.7M | 66,461 | Added |
| 13 | Northwest Financial Advisors | $1.4M | 57,197 | New |
| 14 | Total Clarity Wealth Management, Inc. | $1.4M | 56,603 | Added |
| 15 | Madison Park Capital Advisors, LLC | $1.3M | 22,684 | Trimmed |
| 16 | PUFF WEALTH MANAGEMENT, LLC | $1.1M | 42,663 | Trimmed |
| 17 | Brookwood Investment Group LLC | $1.0M | 40,900 | Added |
| 18 | Waterloo Capital, L.P. | $873,996 | 34,600 | Added |
| 19 | Kestra Advisory Services, LLC | $611,109 | 24,193 | Added |
| 20 | Wealthcare Advisory Partners LLC | $535,054 | 21,182 | New |
| 21 | Cambridge Investment Research Advisors, Inc. | $502,000 | 19,838 | New |
| 22 | Keystone Financial Group | $424,619 | 16,810 | New |
| 23 | TRUIST FINANCIAL CORP | $386,150 | 15,287 | Added |
| 24 | Koshinski Asset Management, Inc. | $365,588 | 14,473 | New |
| 25 | Guilbault Capital LLC | $334,114 | 13,227 | Trimmed |