| 1 | BANK OF AMERICA CORP /DE/ | $67.6M | 2.7M | Added |
| 2 | MERCER GLOBAL ADVISORS INC /ADV | $46.8M | 1.8M | Added |
| 3 | WELLS FARGO & COMPANY/MN | $27.0M | 1.1M | Added |
| 4 | Clearstead Advisors, LLC | $25.4M | 1.0M | Added |
| 5 | US BANCORP \DE\ | $18.9M | 745,224 | Added |
| 6 | Heartwood Wealth Advisors LLC | $17.7M | 697,944 | Added |
| 7 | LBMC INVESTMENT ADVISORS, LLC | $14.9M | 584,924 | Added |
| 8 | HighTower Advisors, LLC | $14.0M | 550,178 | Trimmed |
| 9 | Lido Advisors, LLC | $13.9M | 547,234 | Trimmed |
| 10 | LPL Financial LLC | $13.3M | 525,026 | Added |
| 11 | NewEdge Advisors, LLC | $13.3M | 523,606 | Added |
| 12 | Hills Bank & Trust Co | $12.9M | 508,428 | Added |
| 13 | Kathmere Capital Management, LLC | $12.7M | 498,643 | Added |
| 14 | UBS Group AG | $10.5M | 413,349 | Added |
| 15 | MORGAN STANLEY | $9.9M | 390,504 | Trimmed |
| 16 | Covington Investment Advisors Inc. | $9.6M | 378,345 | Added |
| 17 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | $7.9M | 309,899 | Added |
| 18 | Integrated Wealth Concepts LLC | $7.8M | 308,549 | Added |
| 19 | Praetorian Wealth Management, Inc. | $7.2M | 285,165 | Trimmed |
| 20 | Paradiem, LLC | $6.3M | 248,470 | Hold |
| 21 | HOWLAND CAPITAL MANAGEMENT LLC | $6.3M | 247,525 | Added |
| 22 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $5.3M | 206,724 | Added |
| 23 | Cyndeo Wealth Partners, LLC | $5.2M | 204,049 | Added |
| 24 | ENVESTNET ASSET MANAGEMENT INC | $5.1M | 200,570 | Trimmed |
| 25 | Sound View Wealth Advisors Group, LLC | $5.0M | 198,399 | Added |