| 1 | GRIMES & Co WEALTH MANAGEMENT, LLC | $135.1M | 1.5M | Trimmed |
| 2 | AMERIPRISE FINANCIAL INC | $119.1M | 1.3M | Trimmed |
| 3 | LPL Financial LLC | $88.7M | 994,624 | Added |
| 4 | WELLS FARGO & COMPANY/MN | $74.4M | 834,416 | Added |
| 5 | Sanchez Wealth Management Group | $46.3M | 519,367 | Added |
| 6 | RAYMOND JAMES FINANCIAL INC | $44.6M | 499,785 | Added |
| 7 | COMMONWEALTH EQUITY SERVICES, LLC | $42.8M | 479,583 | Added |
| 8 | MORGAN STANLEY | $37.7M | 422,593 | Trimmed |
| 9 | ENVESTNET ASSET MANAGEMENT INC | $30.5M | 341,695 | Trimmed |
| 10 | Kestra Advisory Services, LLC | $26.5M | 297,061 | Trimmed |
| 11 | BANK OF AMERICA CORP /DE/ | $25.1M | 281,652 | Trimmed |
| 12 | Cetera Investment Advisers | $22.4M | 250,753 | Trimmed |
| 13 | JONES FINANCIAL COMPANIES LLLP | $18.1M | 206,700 | Added |
| 14 | Simplicity Wealth,LLC | $17.4M | 195,142 | Added |
| 15 | IAM Advisory, LLC | $14.3M | 160,632 | Trimmed |
| 16 | ELEVATION POINT WEALTH PARTNERS, LLC | $14.1M | 157,809 | Trimmed |
| 17 | Vestmark Advisory Solutions, Inc. | $14.1M | 157,753 | Trimmed |
| 18 | Cooper Financial Group | $12.5M | 140,536 | Trimmed |
| 19 | ERn Financial, LLC | $12.1M | 135,558 | Added |
| 20 | UBS Group AG | $8.2M | 92,408 | Trimmed |
| 21 | PMG Wealth Management, Inc. | $7.5M | 83,677 | Added |
| 22 | CoreCap Advisors, LLC | $5.8M | 65,438 | Added |
| 23 | Schneider Downs Wealth Management Advisors, LP | $5.8M | 64,641 | Trimmed |
| 24 | HighTower Advisors, LLC | $5.7M | 64,118 | Added |
| 25 | Capital Investment Advisory Services, LLC | $5.6M | 63,299 | Added |