| 1 | Integrated Wealth Concepts LLC | $171.6M | 1.8M | Added |
| 2 | Members Trust Co | $101.3M | 1.1M | Trimmed |
| 3 | MORGAN STANLEY | $84.8M | 897,742 | Added |
| 4 | AMERIPRISE FINANCIAL INC | $64.6M | 684,007 | Added |
| 5 | RAYMOND JAMES FINANCIAL INC | $63.5M | 672,889 | Added |
| 6 | Aptus Capital Advisors, LLC | $53.0M | 561,188 | Added |
| 7 | LPL Financial LLC | $49.4M | 523,041 | Added |
| 8 | CKW FINANCIAL GROUP | $47.0M | 496,522 | Added |
| 9 | Great Lakes Retirement, Inc. | $40.6M | 430,220 | Added |
| 10 | WELLS FARGO & COMPANY/MN | $38.9M | 411,694 | Added |
| 11 | BANK OF AMERICA CORP /DE/ | $34.3M | 363,366 | Trimmed |
| 12 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $29.6M | 313,613 | Added |
| 13 | GUARDIAN WEALTH ADVISORS, LLC / NC | $28.9M | 305,636 | Added |
| 14 | Sanctuary Advisors, LLC | $24.0M | 254,095 | Added |
| 15 | ENVESTNET ASSET MANAGEMENT INC | $22.3M | 236,489 | Trimmed |
| 16 | IFP Advisors, Inc | $21.3M | 225,517 | Added |
| 17 | OneDigital Investment Advisors LLC | $20.0M | 212,183 | Trimmed |
| 18 | CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | $18.5M | 195,825 | Added |
| 19 | Horizon Investments, LLC | $15.5M | 164,238 | Added |
| 20 | CoreCap Advisors, LLC | $14.6M | 155,012 | Added |
| 21 | QUEST INVESTMENT MANAGEMENT LLC | $13.7M | 145,523 | Trimmed |
| 22 | UBS Group AG | $12.5M | 132,189 | Added |
| 23 | Lineweaver Wealth Advisors, LLC | $12.0M | 126,937 | Added |
| 24 | Royal Bank of Canada | $11.2M | 118,491 | Added |
| 25 | Cerity Partners LLC | $9.8M | 103,614 | Trimmed |