| 1 | HighTower Advisors, LLC | $16.7M | 647,902 | Added |
| 2 | MERCER GLOBAL ADVISORS INC /ADV | $12.3M | 478,497 | Added |
| 3 | US BANCORP \DE\ | $5.8M | 224,997 | Added |
| 4 | BANK OF AMERICA CORP /DE/ | $4.1M | 157,299 | Added |
| 5 | Praetorian Wealth Management, Inc. | $3.7M | 141,610 | Added |
| 6 | LBMC INVESTMENT ADVISORS, LLC | $3.4M | 132,100 | Added |
| 7 | Hills Bank & Trust Co | $2.9M | 112,191 | Added |
| 8 | Quantum Financial Advisors, LLC | $2.7M | 103,665 | Trimmed |
| 9 | Focus Partners Wealth | $2.6M | 100,855 | New |
| 10 | COLDSTREAM CAPITAL MANAGEMENT INC | $2.5M | 97,400 | Added |
| 11 | ASSETMARK, INC | $2.1M | 82,698 | New |
| 12 | Ellis Investment Partners, LLC | $1.8M | 71,293 | Added |
| 13 | Royal Bank of Canada | $1.5M | 57,275 | Hold |
| 14 | COMMONWEALTH EQUITY SERVICES, LLC | $1.2M | 46,544 | Added |
| 15 | Kestra Advisory Services, LLC | $1.2M | 45,977 | Added |
| 16 | NewEdge Advisors, LLC | $1.0M | 40,334 | Added |
| 17 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | $1.0M | 40,081 | Trimmed |
| 18 | GC Wealth Management RIA, LLC | $1.0M | 39,362 | Added |
| 19 | CENTRAL TRUST Co | $985,741 | 38,207 | Added |
| 20 | SPINNAKER TRUST | $945,080 | 36,631 | Added |
| 21 | Jacobi Capital Management LLC | $944,744 | 36,618 | New |
| 22 | Curbstone Financial Management Corp | $940,410 | 36,450 | Added |
| 23 | Atlantic Union Bankshares Corp | $934,553 | 36,223 | Added |
| 24 | UBS Group AG | $844,253 | 32,723 | Added |
| 25 | Cyndeo Wealth Partners, LLC | $827,699 | 32,081 | Added |