| 1 | WELLS FARGO & COMPANY/MN | $11.3M | 513,455 | Trimmed |
| 2 | LPL Financial LLC | $10.2M | 465,215 | Added |
| 3 | Hills Bank & Trust Co | $8.9M | 405,165 | Trimmed |
| 4 | MORGAN STANLEY | $7.2M | 327,565 | Trimmed |
| 5 | Stratos Wealth Advisors, LLC | $7.0M | 319,294 | Added |
| 6 | Invesco Ltd. | $6.9M | 315,158 | Trimmed |
| 7 | BANK OF AMERICA CORP /DE/ | $6.3M | 287,765 | Added |
| 8 | Kathmere Capital Management, LLC | $6.0M | 275,686 | New |
| 9 | HighTower Advisors, LLC | $6.0M | 275,525 | Added |
| 10 | Atlantic Union Bankshares Corp | $5.5M | 251,404 | Added |
| 11 | UBS Group AG | $5.5M | 248,848 | Trimmed |
| 12 | RAYMOND JAMES FINANCIAL INC | $5.3M | 240,737 | Added |
| 13 | NewEdge Advisors, LLC | $4.8M | 217,003 | Added |
| 14 | Lido Advisors, LLC | $4.4M | 201,800 | Hold |
| 15 | PRECEDENT WEALTH PARTNERS, LLC | $4.4M | 199,682 | Added |
| 16 | Legacy Private Trust Co. | $4.0M | 182,183 | Added |
| 17 | CENTRAL VALLEY ADVISORS, LLC | $3.8M | 173,734 | Trimmed |
| 18 | MONECO Advisors, LLC | $3.7M | 166,980 | Added |
| 19 | JONES FINANCIAL COMPANIES LLLP | $3.2M | 145,748 | Added |
| 20 | Kestra Advisory Services, LLC | $3.0M | 136,072 | Added |
| 21 | Parkway Wealth Management Group, LLC | $2.6M | 116,372 | Added |
| 22 | CONFLUENCE INVESTMENT MANAGEMENT LLC | $2.5M | 114,674 | Trimmed |
| 23 | ENVESTNET ASSET MANAGEMENT INC | $2.5M | 112,964 | Added |
| 24 | Clark Asset Management, LLC | $2.5M | 112,774 | Added |
| 25 | Insight Wealth Partners, LLC | $2.3M | 103,724 | Hold |