| 1 | BANK OF AMERICA CORP /DE/ | $52.7M | 2.1M | Added |
| 2 | MERCER GLOBAL ADVISORS INC /ADV | $43.5M | 1.7M | Added |
| 3 | Rossmore Private Capital | $37.0M | 1.4M | Trimmed |
| 4 | NewEdge Advisors, LLC | $18.8M | 732,003 | Added |
| 5 | US BANCORP \DE\ | $16.7M | 652,820 | Added |
| 6 | Integrated Wealth Concepts LLC | $14.4M | 560,200 | Added |
| 7 | Lido Advisors, LLC | $14.2M | 555,766 | Trimmed |
| 8 | Kathmere Capital Management, LLC | $14.2M | 553,898 | Added |
| 9 | LBMC INVESTMENT ADVISORS, LLC | $13.3M | 520,304 | Trimmed |
| 10 | WELLS FARGO & COMPANY/MN | $11.8M | 461,392 | Trimmed |
| 11 | LPL Financial LLC | $9.9M | 386,854 | Trimmed |
| 12 | Hills Bank & Trust Co | $9.7M | 378,134 | Trimmed |
| 13 | MORGAN STANLEY | $9.4M | 367,257 | Added |
| 14 | Covington Investment Advisors Inc. | $8.3M | 324,415 | Added |
| 15 | UBS Group AG | $8.0M | 312,081 | Trimmed |
| 16 | Paradiem, LLC | $7.5M | 294,149 | Hold |
| 17 | LEAVELL INVESTMENT MANAGEMENT, INC. | $7.0M | 273,821 | Added |
| 18 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | $6.9M | 269,719 | Added |
| 19 | HighTower Advisors, LLC | $6.3M | 246,532 | Trimmed |
| 20 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $6.3M | 244,402 | Trimmed |
| 21 | CENTRAL TRUST Co | $5.5M | 215,592 | Added |
| 22 | Sound View Wealth Advisors Group, LLC | $5.5M | 214,675 | Trimmed |
| 23 | Cyndeo Wealth Partners, LLC | $5.2M | 201,206 | Added |
| 24 | Praetorian Wealth Management, Inc. | $5.1M | 198,055 | Trimmed |
| 25 | ENVESTNET ASSET MANAGEMENT INC | $4.9M | 192,529 | Added |