| 1 | Rockefeller Capital Management L.P. | $13.8M | 301,687 | Added |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $11.3M | 246,510 | Added |
| 3 | LPL Financial LLC | $9.9M | 217,382 | Trimmed |
| 4 | Cetera Investment Advisers | $9.7M | 211,089 | Trimmed |
| 5 | OSAIC HOLDINGS, INC. | $4.8M | 105,328 | Added |
| 6 | RAYMOND JAMES FINANCIAL INC | $4.2M | 92,859 | New |
| 7 | Clear Creek Financial Management, LLC | $3.5M | 77,302 | Added |
| 8 | Centric Wealth Management | $3.1M | 64,907 | Added |
| 9 | D.A. DAVIDSON & CO. | $2.8M | 61,780 | Added |
| 10 | CITADEL ADVISORS LLC | $2.0M | 43,601 | New |
| 11 | Advisory Resource Group | $1.8M | 39,413 | Trimmed |
| 12 | Cambridge Investment Research Advisors, Inc. | $872,000 | 19,058 | Added |
| 13 | OPPENHEIMER ASSET MANAGEMENT INC. | $786,997 | 17,204 | Trimmed |
| 14 | Obermeyer Wealth Partners | $636,930 | 13,923 | Hold |
| 15 | Snowden Capital Advisors LLC | $596,606 | 13,042 | New |
| 16 | WORLD EQUITY GROUP, INC. | $496,112 | 10,846 | Added |
| 17 | Kestra Advisory Services, LLC | $473,930 | 10,360 | Added |
| 18 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $402,741 | 8,770 | Trimmed |
| 19 | Mariner, LLC | $384,075 | 8,396 | Trimmed |
| 20 | COZAD ASSET MANAGEMENT INC | $370,687 | 8,103 | Added |
| 21 | MML INVESTORS SERVICES, LLC | $370,278 | 8,094 | Trimmed |
| 22 | BNB Wealth Management, LLC | $347,971 | 7,606 | Trimmed |
| 23 | Convergence Financial, LLC | $308,230 | 6,738 | Hold |
| 24 | Belpointe Asset Management LLC | $279,045 | 6,100 | Hold |
| 25 | Ausdal Financial Partners, Inc. | $248,395 | 5,430 | Added |