| 1 | GRIMES & Co WEALTH MANAGEMENT, LLC | $135.1M | 1.5M | Trimmed |
| 2 | Sanchez Wealth Management Group | $46.3M | 519,367 | Added |
| 3 | COMMONWEALTH EQUITY SERVICES, LLC | $42.8M | 479,583 | Added |
| 4 | ENVESTNET ASSET MANAGEMENT INC | $30.5M | 341,695 | Trimmed |
| 5 | Kestra Advisory Services, LLC | $26.5M | 297,061 | Trimmed |
| 6 | IAM Advisory, LLC | $14.3M | 160,632 | Trimmed |
| 7 | Cooper Financial Group | $12.5M | 140,536 | Trimmed |
| 8 | ERn Financial, LLC | $12.1M | 135,558 | Added |
| 9 | CoreCap Advisors, LLC | $5.8M | 65,438 | Added |
| 10 | Capital Investment Advisory Services, LLC | $5.6M | 63,299 | Added |
| 11 | PARSONS CAPITAL MANAGEMENT INC/RI | $4.0M | 44,357 | Trimmed |
| 12 | Private Advisor Group, LLC | $3.8M | 43,101 | Added |
| 13 | Rossmore Private Capital | $1.9M | 21,550 | Trimmed |
| 14 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $1.8M | 20,463 | Hold |
| 15 | Foundry Financial Group, Inc. | $1.6M | 17,407 | Trimmed |
| 16 | SigFig Wealth Management, LLC | $1.5M | 16,386 | Trimmed |
| 17 | OPPENHEIMER & CO INC | $1.4M | 15,351 | Trimmed |
| 18 | Envestnet Portfolio Solutions, Inc. | $1.3M | 14,517 | Added |
| 19 | Advisory Solutions Group, LLC | $1.1M | 11,923 | New |
| 20 | Amplius Wealth Advisors, LLC | $1.0M | 11,750 | Hold |
| 21 | CHILTON CAPITAL MANAGEMENT LLC | $918,911 | 10,304 | Trimmed |
| 22 | COLUMBIA ADVISORY PARTNERS LLC | $709,334 | 7,954 | Added |
| 23 | Cambridge Investment Research Advisors, Inc. | $668,000 | 7,498 | Added |
| 24 | Venture Visionary Partners LLC | $579,670 | 6,500 | Hold |
| 25 | Sageworth Trust Co of South Dakota | $548,189 | 6,147 | Hold |