| 1 | Hills Bank & Trust Co | $140.9M | 5.6M | Added |
| 2 | TRUIST FINANCIAL CORP | $74.2M | 3.0M | Added |
| 3 | RAYMOND JAMES FINANCIAL INC | $53.1M | 2.1M | Added |
| 4 | BENJAMIN EDWARDS INC | $36.6M | 1.5M | Trimmed |
| 5 | Broadway Wealth Solutions, Inc. | $29.2M | 1.2M | Added |
| 6 | ENVESTNET ASSET MANAGEMENT INC | $21.9M | 874,340 | Added |
| 7 | OSAIC HOLDINGS, INC. | $20.6M | 820,579 | Added |
| 8 | Wilkerson Advisory Group LLC | $15.7M | 625,688 | Added |
| 9 | Retirement Planning Group, LLC | $15.6M | 623,408 | Trimmed |
| 10 | Schneider Downs Wealth Management Advisors, LP | $14.5M | 578,474 | Added |
| 11 | Platform Technology Partners | $13.9M | 554,045 | Added |
| 12 | MML INVESTORS SERVICES, LLC | $13.0M | 519,583 | Added |
| 13 | GTS FINANCIAL, LLC | $12.9M | 515,702 | Added |
| 14 | Allegheny Financial Group | $9.9M | 395,812 | Added |
| 15 | Beaumont Financial Advisors, LLC | $8.2M | 326,633 | Added |
| 16 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $7.6M | 305,718 | Added |
| 17 | FOCUSED ALPHA, LLC | $7.4M | 295,664 | Trimmed |
| 18 | RMR Wealth Builders | $6.5M | 258,829 | Added |
| 19 | Integrated Wealth Concepts LLC | $5.9M | 233,989 | Added |
| 20 | Quantum Portfolio Management LLC | $5.3M | 211,261 | Added |
| 21 | COMMONWEALTH EQUITY SERVICES, LLC | $4.6M | 182,352 | Trimmed |
| 22 | Signature Equity Partners, LLC | $4.0M | 161,264 | Trimmed |
| 23 | &PARTNERS | $3.0M | 119,071 | Added |
| 24 | STIFEL FINANCIAL CORP | $2.2M | 87,311 | Trimmed |
| 25 | KESTRA PRIVATE WEALTH SERVICES, LLC | $2.0M | 78,398 | Trimmed |