| 1 | NorthRock Partners, LLC | $81.8M | 1.2M | Trimmed |
| 2 | Hartford Funds Management Co LLC | $54.0M | 801,483 | Trimmed |
| 3 | LPL Financial LLC | $52.3M | 775,856 | Added |
| 4 | MORGAN STANLEY | $35.3M | 524,259 | Added |
| 5 | RAYMOND JAMES FINANCIAL INC | $30.6M | 453,416 | Added |
| 6 | AMERIPRISE FINANCIAL INC | $19.4M | 287,292 | Trimmed |
| 7 | JONES FINANCIAL COMPANIES LLLP | $17.5M | 263,718 | Added |
| 8 | BANK OF AMERICA CORP /DE/ | $13.8M | 204,467 | Added |
| 9 | Royal Bank of Canada | $12.3M | 182,951 | Added |
| 10 | WELLS FARGO & COMPANY/MN | $10.9M | 161,990 | Added |
| 11 | Western Wealth Management, LLC | $10.3M | 152,422 | Added |
| 12 | Fermata Advisors, LLC | $8.3M | 122,530 | Trimmed |
| 13 | UBS Group AG | $7.5M | 111,703 | Added |
| 14 | Cetera Investment Advisers | $7.1M | 105,346 | Added |
| 15 | COMMONWEALTH EQUITY SERVICES, LLC | $6.8M | 101,057 | Added |
| 16 | Marshall Financial Group, LLC | $5.8M | 85,786 | Added |
| 17 | Rockefeller Capital Management L.P. | $5.4M | 79,934 | Added |
| 18 | &PARTNERS | $4.6M | 68,129 | Added |
| 19 | NewEdge Advisors, LLC | $4.3M | 64,399 | Trimmed |
| 20 | Vista Cima Wealth Management LLC | $4.2M | 62,780 | Added |
| 21 | HARBOUR INVESTMENTS, INC. | $3.8M | 56,433 | Added |
| 22 | Kingsview Wealth Management, LLC | $3.6M | 53,482 | Trimmed |
| 23 | Waverly Advisors, LLC | $3.5M | 51,331 | Hold |
| 24 | COLDSTREAM CAPITAL MANAGEMENT INC | $3.4M | 50,985 | Trimmed |
| 25 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $3.3M | 48,525 | Added |