| 1 | LPL Financial LLC | $117.0M | 1.8M | Added |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $56.4M | 859,466 | Trimmed |
| 3 | Rockefeller Capital Management L.P. | $45.6M | 695,790 | Added |
| 4 | Alpine Bank Wealth Management | $38.7M | 590,590 | New |
| 5 | Intelligence Driven Advisers, LLC | $36.7M | 559,703 | Added |
| 6 | OSAIC HOLDINGS, INC. | $29.3M | 446,010 | Trimmed |
| 7 | ARQ WEALTH ADVISORS, LLC | $16.6M | 247,525 | Added |
| 8 | RAYMOND JAMES FINANCIAL INC | $16.5M | 251,557 | Added |
| 9 | Merit Financial Group, LLC | $16.2M | 246,487 | Added |
| 10 | Kestra Advisory Services, LLC | $15.9M | 242,705 | Trimmed |
| 11 | Berkeley, Inc | $15.3M | 233,733 | Added |
| 12 | HighPoint Advisor Group LLC | $14.8M | 225,295 | Trimmed |
| 13 | Beacon Pointe Advisors, LLC | $14.5M | 221,390 | Added |
| 14 | MML INVESTORS SERVICES, LLC | $12.3M | 187,449 | Trimmed |
| 15 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $11.4M | 174,426 | Added |
| 16 | Lighthouse Wealth Management Inc. | $11.3M | 171,964 | Trimmed |
| 17 | COMMONWEALTH EQUITY SERVICES, LLC | $9.0M | 137,761 | Added |
| 18 | BYRNE FINANCIAL FREEDOM, LLC | $8.2M | 124,932 | Trimmed |
| 19 | PFG Advisors | $8.1M | 124,271 | Added |
| 20 | Geneos Wealth Management Inc. | $6.8M | 103,084 | Added |
| 21 | Cambridge Investment Research Advisors, Inc. | $6.3M | 96,203 | Trimmed |
| 22 | Tandem Financial, LLC | $6.1M | 93,281 | Added |
| 23 | Professional Financial Advisors, LLC | $5.0M | 75,825 | Added |
| 24 | World Investment Advisors | $4.1M | 69,973 | Hold |
| 25 | Synergy Investment Management, LLC | $3.9M | 59,091 | Added |