| 1 | Rockefeller Capital Management L.P. | $49.3M | 556,687 | Added |
| 2 | LPL Financial LLC | $27.6M | 311,488 | Added |
| 3 | ASSETMARK, INC | $21.7M | 244,856 | Added |
| 4 | Ellenbecker Investment Group | $19.1M | 216,273 | Added |
| 5 | JIM SAULNIER & ASSOCIATES, LLC | $18.5M | 209,260 | Added |
| 6 | WELLS FARGO & COMPANY/MN | $17.2M | 194,664 | Trimmed |
| 7 | Foundations Investment Advisors, LLC | $15.6M | 176,150 | Trimmed |
| 8 | MORGAN STANLEY | $15.2M | 171,267 | Added |
| 9 | Mesirow Financial Investment Management, Inc. | $13.5M | 152,290 | Trimmed |
| 10 | Cambridge Investment Research Advisors, Inc. | $13.3M | 150,170 | Trimmed |
| 11 | Waverly Advisors, LLC | $12.3M | 138,998 | Added |
| 12 | LBMC INVESTMENT ADVISORS, LLC | $11.2M | 126,421 | Added |
| 13 | Patton Albertson Miller Group, LLC | $9.9M | 112,097 | Added |
| 14 | BANK OF AMERICA CORP /DE/ | $9.5M | 107,144 | Trimmed |
| 15 | Thrivent Financial for Lutherans | $9.4M | 106,172 | Added |
| 16 | KESTRA PRIVATE WEALTH SERVICES, LLC | $8.5M | 96,306 | Added |
| 17 | Western Wealth Management, LLC | $7.5M | 85,035 | Added |
| 18 | Prosperity Consulting Group, LLC | $7.3M | 82,575 | Added |
| 19 | COMMONWEALTH EQUITY SERVICES, LLC | $6.6M | 74,814 | Added |
| 20 | Legacy Financial Group LLC | $6.6M | 74,362 | Trimmed |
| 21 | RAYMOND JAMES FINANCIAL INC | $6.4M | 71,786 | Trimmed |
| 22 | Consilium Wealth Advisory, LLC | $6.2M | 70,340 | Added |
| 23 | HARBOUR INVESTMENTS, INC. | $6.2M | 69,573 | Added |
| 24 | Royal Bank of Canada | $6.1M | 68,745 | Added |
| 25 | UNIQUE WEALTH, LLC | $5.6M | 62,888 | Trimmed |