| 1 | HBK Sorce Advisory LLC | $384.9M | 4.5M | Added |
| 2 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $29.3M | 352,093 | Added |
| 3 | Wealthquest Corp | $19.9M | 242,157 | Trimmed |
| 4 | CURIO WEALTH, LLC | $10.5M | 127,323 | Added |
| 5 | Chicago Partners Investment Group LLC | $8.5M | 104,531 | Added |
| 6 | Elite Life Management LLC | $7.4M | 86,039 | Added |
| 7 | Medallion Wealth Advisors, LLC | $3.9M | 47,862 | Added |
| 8 | UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC | $3.8M | 44,209 | Added |
| 9 | GOLDMAN SACHS GROUP INC | $2.3M | 28,394 | New |
| 10 | M Holdings Securities, Inc. | $2.2M | 26,427 | Trimmed |
| 11 | LPL Financial LLC | $1.7M | 20,110 | Added |
| 12 | First Financial Group Corp | $1.5M | 18,470 | Added |
| 13 | CITADEL ADVISORS LLC | $1.4M | 16,773 | Trimmed |
| 14 | WPWealth LLP | $1.4M | 16,590 | Hold |
| 15 | Vantage Point Financial LLC | $1.0M | 12,221 | Added |
| 16 | BDFS Capital LLC | $838,676 | 10,199 | New |
| 17 | Pinion Investment Advisors, LLC | $824,134 | 10,022 | Trimmed |
| 18 | CARY STREET PARTNERS FINANCIAL LLC | $810,983 | 9,862 | Trimmed |
| 19 | American Investment Services, Inc. | $672,683 | 8,180 | Trimmed |
| 20 | EWA, LLC | $669,998 | 8,148 | Trimmed |
| 21 | Northwest Bancshares, Inc. | $483,774 | 5,883 | Hold |
| 22 | Haverford Trust Co | $409,765 | 4,983 | New |
| 23 | Farther Finance Advisors, LLC | $404,666 | 4,921 | Added |
| 24 | Wealth Enhancement Trust Services, Inc. | $389,700 | 4,739 | New |
| 25 | Rockwood Wealth Management, LLC | $327,533 | 3,983 | Hold |