| 1 | Rockefeller Capital Management L.P. | $59.7M | 611,739 | Added |
| 2 | LPL Financial LLC | $24.1M | 247,088 | Trimmed |
| 3 | ASSETMARK, INC | $24.0M | 245,482 | Added |
| 4 | JIM SAULNIER & ASSOCIATES, LLC | $23.8M | 244,296 | Added |
| 5 | Ellenbecker Investment Group | $21.8M | 223,468 | Added |
| 6 | Foundations Investment Advisors, LLC | $19.7M | 202,154 | Added |
| 7 | WELLS FARGO & COMPANY/MN | $18.0M | 184,629 | Trimmed |
| 8 | Cambridge Investment Research Advisors, Inc. | $15.1M | 154,203 | Added |
| 9 | MORGAN STANLEY | $14.5M | 148,997 | Trimmed |
| 10 | Waverly Advisors, LLC | $14.2M | 145,444 | Added |
| 11 | Mesirow Financial Investment Management, Inc. | $13.9M | 141,970 | Trimmed |
| 12 | LBMC INVESTMENT ADVISORS, LLC | $12.2M | 125,330 | Trimmed |
| 13 | Thrivent Financial for Lutherans | $10.9M | 111,352 | Added |
| 14 | KESTRA PRIVATE WEALTH SERVICES, LLC | $10.6M | 108,771 | Added |
| 15 | Patton Albertson Miller Group, LLC | $10.5M | 107,843 | Trimmed |
| 16 | Hopwood Nicholas Hunter | $10.1M | 103,374 | Added |
| 17 | BANK OF AMERICA CORP /DE/ | $10.0M | 102,669 | Trimmed |
| 18 | Western Wealth Management, LLC | $8.8M | 90,624 | Added |
| 19 | Prosperity Consulting Group, LLC | $8.4M | 85,630 | Added |
| 20 | CX Institutional | $8.1M | 82,700 | Added |
| 21 | Consilium Wealth Advisory, LLC | $8.0M | 81,761 | Added |
| 22 | COMMONWEALTH EQUITY SERVICES, LLC | $7.7M | 79,097 | Added |
| 23 | OSAIC HOLDINGS, INC. | $7.3M | 74,652 | Added |
| 24 | Legacy Financial Group LLC | $7.1M | 72,975 | Trimmed |
| 25 | HARBOUR INVESTMENTS, INC. | $6.9M | 70,456 | Added |