| 1 | PRICE T ROWE ASSOCIATES INC /MD/ | $160.6M | 3.2M | Added |
| 2 | Aprio Wealth Management, LLC | $13.8M | 274,025 | Trimmed |
| 3 | JONES FINANCIAL COMPANIES LLLP | $12.7M | 253,209 | Added |
| 4 | BANK OF AMERICA CORP /DE/ | $7.5M | 148,726 | Added |
| 5 | LANDAAS & CO /WI /ADV | $7.0M | 139,320 | Added |
| 6 | Lantz Financial LLC | $6.6M | 131,073 | Added |
| 7 | QUANTUM FINANCIAL PARTNERS LLC | $6.0M | 118,669 | New |
| 8 | Asset One Wealth Management LLC | $5.0M | 97,083 | Trimmed |
| 9 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $3.2M | 62,563 | Added |
| 10 | OSAIC HOLDINGS, INC. | $2.8M | 56,166 | Added |
| 11 | M Holdings Securities, Inc. | $2.5M | 50,222 | Added |
| 12 | Dynamic Advisor Solutions LLC | $2.5M | 48,943 | Trimmed |
| 13 | Associated Banc-Corp | $2.2M | 43,782 | Added |
| 14 | Cetera Investment Advisers | $2.2M | 43,437 | Added |
| 15 | STIFEL FINANCIAL CORP | $1.7M | 33,402 | Added |
| 16 | Cambridge Investment Research Advisors, Inc. | $1.6M | 32,543 | Trimmed |
| 17 | Merit Financial Group, LLC | $1.4M | 28,274 | Trimmed |
| 18 | COMMONWEALTH EQUITY SERVICES, LLC | $1.2M | 23,003 | Added |
| 19 | ENVESTNET ASSET MANAGEMENT INC | $1.0M | 20,165 | Trimmed |
| 20 | Triangle Securities Wealth Management | $1.0M | 19,863 | Added |
| 21 | Royal Bank of Canada | $821,000 | 16,287 | Trimmed |
| 22 | D.A. DAVIDSON & CO. | $678,871 | 13,475 | Trimmed |
| 23 | Kestra Advisory Services, LLC | $660,771 | 13,116 | Trimmed |
| 24 | INTEGRITY ALLIANCE, LLC. | $634,343 | 12,591 | Added |
| 25 | Janney Montgomery Scott LLC | $617,000 | 12,250 | Trimmed |