| 1 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $41.0M | 821,261 | Added |
| 2 | BENJAMIN EDWARDS INC | $35.8M | 716,315 | Added |
| 3 | WESBANCO BANK INC | $21.3M | 426,545 | Hold |
| 4 | ENVESTNET ASSET MANAGEMENT INC | $15.4M | 307,362 | Added |
| 5 | CONSOLIDATED CAPITAL MANAGEMENT, LLC | $12.3M | 245,869 | Added |
| 6 | D.A. DAVIDSON & CO. | $6.4M | 128,884 | Trimmed |
| 7 | Farther Finance Advisors, LLC | $6.2M | 123,469 | Added |
| 8 | Fulton Bank, N.A. | $4.0M | 79,758 | Trimmed |
| 9 | INDEPENDENT FINANCIAL GROUP, LLC | $3.3M | 65,961 | Added |
| 10 | Private Advisor Group, LLC | $3.2M | 63,529 | Added |
| 11 | QTR Family Wealth, LLC | $2.9M | 58,129 | Added |
| 12 | Cambridge Investment Research Advisors, Inc. | $2.7M | 53,194 | Added |
| 13 | Stonebridge Financial Group, LLC / MO | $2.3M | 46,205 | Added |
| 14 | Dynamic Advisor Solutions LLC | $1.9M | 37,426 | Added |
| 15 | COMMONWEALTH EQUITY SERVICES, LLC | $1.8M | 36,045 | Added |
| 16 | Next Level Private LLC | $1.4M | 28,268 | Trimmed |
| 17 | Kovack Advisors, Inc. | $1.4M | 28,079 | New |
| 18 | Miller Financial Services LLC | $1.2M | 23,375 | Added |
| 19 | HENGEHOLD CAPITAL MANAGEMENT LLC | $800,624 | 16,016 | Added |
| 20 | Wealth Management Partners, LLC | $713,907 | 14,281 | Added |
| 21 | Embree Financial Group | $582,084 | 11,644 | Added |
| 22 | Brookstone Capital Management | $524,344 | 10,489 | Added |
| 23 | PFG Investments, LLC | $336,503 | 6,731 | New |
| 24 | Urban Wealth Management, LLC | $333,583 | 6,673 | New |
| 25 | TRUIST FINANCIAL CORP | $305,989 | 6,121 | Added |