| 1 | NorthRock Partners, LLC | $75.3M | 1.3M | Trimmed |
| 2 | Hartford Funds Management Co LLC | $51.1M | 866,177 | Trimmed |
| 3 | LPL Financial LLC | $42.8M | 724,779 | Added |
| 4 | MORGAN STANLEY | $26.6M | 449,820 | Trimmed |
| 5 | RAYMOND JAMES FINANCIAL INC | $20.1M | 341,012 | Added |
| 6 | AMERIPRISE FINANCIAL INC | $17.9M | 301,870 | Added |
| 7 | BANK OF AMERICA CORP /DE/ | $11.7M | 197,415 | Trimmed |
| 8 | Royal Bank of Canada | $10.7M | 181,332 | Added |
| 9 | Kingsview Wealth Management, LLC | $10.5M | 177,876 | Added |
| 10 | JONES FINANCIAL COMPANIES LLLP | $9.6M | 164,457 | Added |
| 11 | Western Wealth Management, LLC | $8.9M | 150,426 | Added |
| 12 | Fermata Advisors, LLC | $7.4M | 124,610 | Added |
| 13 | Cetera Investment Advisers | $5.9M | 99,961 | Added |
| 14 | COMMONWEALTH EQUITY SERVICES, LLC | $5.2M | 87,438 | Added |
| 15 | Marshall Financial Group, LLC | $5.0M | 84,511 | Trimmed |
| 16 | WELLS FARGO & COMPANY/MN | $4.6M | 78,495 | Added |
| 17 | Rockefeller Capital Management L.P. | $4.2M | 71,055 | Added |
| 18 | Vista Cima Wealth Management LLC | $3.7M | 62,051 | Trimmed |
| 19 | UBS Group AG | $3.3M | 55,507 | Trimmed |
| 20 | HARBOUR INVESTMENTS, INC. | $3.1M | 52,127 | Added |
| 21 | Waverly Advisors, LLC | $3.0M | 51,331 | Trimmed |
| 22 | COLDSTREAM CAPITAL MANAGEMENT INC | $3.0M | 51,061 | Trimmed |
| 23 | Janney Montgomery Scott LLC | $2.3M | 38,420 | Added |
| 24 | Stratos Wealth Partners, LTD. | $2.2M | 37,784 | Added |
| 25 | OSAIC HOLDINGS, INC. | $2.2M | 37,650 | Trimmed |