| 1 | Hills Bank & Trust Co | $15.3M | 664,948 | Added |
| 2 | WELLS FARGO & COMPANY/MN | $13.1M | 567,574 | Trimmed |
| 3 | RAYMOND JAMES FINANCIAL INC | $8.8M | 381,835 | Added |
| 4 | LPL Financial LLC | $7.5M | 324,270 | Added |
| 5 | Invesco Ltd. | $7.0M | 303,363 | Added |
| 6 | Atlantic Union Bankshares Corp | $6.9M | 301,728 | Added |
| 7 | BANK OF AMERICA CORP /DE/ | $6.8M | 293,262 | Added |
| 8 | Kathmere Capital Management, LLC | $6.3M | 274,921 | Added |
| 9 | Integrated Wealth Concepts LLC | $5.8M | 250,783 | Added |
| 10 | MORGAN STANLEY | $5.7M | 247,954 | Added |
| 11 | HighTower Advisors, LLC | $5.2M | 225,499 | Added |
| 12 | NewEdge Advisors, LLC | $5.0M | 216,442 | Added |
| 13 | Avior Wealth Management, LLC | $4.5M | 193,355 | Trimmed |
| 14 | PRECEDENT WEALTH PARTNERS, LLC | $4.1M | 178,979 | Added |
| 15 | CENTRAL VALLEY ADVISORS, LLC | $3.9M | 169,747 | Trimmed |
| 16 | OSAIC HOLDINGS, INC. | $3.9M | 169,221 | Added |
| 17 | MONECO Advisors, LLC | $3.6M | 158,107 | Added |
| 18 | UBS Group AG | $3.6M | 155,342 | Trimmed |
| 19 | Legacy Private Trust Co. | $3.1M | 132,580 | Added |
| 20 | COMMONWEALTH EQUITY SERVICES, LLC | $2.6M | 112,989 | Added |
| 21 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $2.5M | 110,271 | Added |
| 22 | Sequoia Financial Advisors, LLC | $2.5M | 107,886 | Trimmed |
| 23 | Lido Advisors, LLC | $2.5M | 106,400 | Hold |
| 24 | ENVESTNET ASSET MANAGEMENT INC | $2.4M | 105,968 | Trimmed |
| 25 | CONFLUENCE INVESTMENT MANAGEMENT LLC | $2.2M | 96,425 | Trimmed |