| 1 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $162.4M | 1.4M | Trimmed |
| 2 | Empowered Funds, LLC | $108.1M | 923,075 | Trimmed |
| 3 | Rockefeller Capital Management L.P. | $81.4M | 695,000 | Added |
| 4 | Cambridge Investment Research Advisors, Inc. | $66.9M | 570,946 | Added |
| 5 | True Wealth Design, LLC | $56.9M | 486,131 | Trimmed |
| 6 | Mariner, LLC | $53.4M | 455,745 | Added |
| 7 | HighTower Advisors, LLC | $46.1M | 393,332 | Added |
| 8 | PENNINGTON PARTNERS & CO., LLC | $41.8M | 356,588 | Trimmed |
| 9 | ADAR1 Capital Management, LLC | $39.5M | 337,125 | Hold |
| 10 | Insight Advisors, LLC/ PA | $38.0M | 324,822 | Trimmed |
| 11 | JPMORGAN CHASE & CO | $36.0M | 306,987 | Added |
| 12 | Opus Capital Group, LLC | $35.8M | 305,968 | Added |
| 13 | MML INVESTORS SERVICES, LLC | $34.8M | 296,913 | Added |
| 14 | Whitcomb & Hess, Inc. | $32.0M | 273,047 | Trimmed |
| 15 | MERCER GLOBAL ADVISORS INC /ADV | $31.1M | 265,727 | Added |
| 16 | Pinion Investment Advisors, LLC | $29.1M | 248,506 | Added |
| 17 | AQR CAPITAL MANAGEMENT LLC | $28.7M | 244,873 | Added |
| 18 | Bravias Capital Group, LLC | $27.0M | 230,369 | Added |
| 19 | Amplius Wealth Advisors, LLC | $26.7M | 227,846 | Added |
| 20 | Kalehua Capital Management LLC | $26.5M | 226,188 | Trimmed |
| 21 | Ethos Financial Group, LLC | $26.1M | 222,040 | Trimmed |
| 22 | TITLEIST ASSET MANAGEMENT, LLC | $24.2M | 206,411 | Trimmed |
| 23 | Avondale Wealth Management | $22.8M | 195,037 | Added |
| 24 | Compass Ion Advisors, LLC | $21.8M | 186,055 | Trimmed |
| 25 | Castellan Group | $20.5M | 174,989 | Trimmed |