| 1 | WELLS FARGO & COMPANY/MN | $11.3M | 518,802 | Added |
| 2 | Hills Bank & Trust Co | $10.1M | 460,879 | Added |
| 3 | LPL Financial LLC | $9.5M | 434,624 | Trimmed |
| 4 | MORGAN STANLEY | $7.4M | 340,961 | Added |
| 5 | Invesco Ltd. | $7.2M | 332,099 | Added |
| 6 | UBS Group AG | $6.5M | 295,973 | Added |
| 7 | Stratos Wealth Advisors, LLC | $6.4M | 295,609 | Added |
| 8 | BANK OF AMERICA CORP /DE/ | $5.8M | 267,567 | Added |
| 9 | RAYMOND JAMES FINANCIAL INC | $5.0M | 229,396 | Added |
| 10 | HighTower Advisors, LLC | $4.6M | 209,156 | Added |
| 11 | Atlantic Union Bankshares Corp | $4.4M | 202,583 | Added |
| 12 | Lido Advisors, LLC | $4.4M | 201,800 | Hold |
| 13 | PRECEDENT WEALTH PARTNERS, LLC | $4.1M | 186,295 | Added |
| 14 | CENTRAL VALLEY ADVISORS, LLC | $3.9M | 180,723 | Trimmed |
| 15 | MONECO Advisors, LLC | $3.5M | 162,700 | Added |
| 16 | Legacy Private Trust Co. | $3.2M | 146,913 | Added |
| 17 | Kestra Advisory Services, LLC | $2.8M | 129,192 | Added |
| 18 | CONFLUENCE INVESTMENT MANAGEMENT LLC | $2.7M | 123,052 | Trimmed |
| 19 | JONES FINANCIAL COMPANIES LLLP | $2.6M | 118,820 | Added |
| 20 | Parkway Wealth Management Group, LLC | $2.5M | 113,188 | Added |
| 21 | Key Financial Inc | $2.5M | 113,875 | Trimmed |
| 22 | ENVESTNET ASSET MANAGEMENT INC | $2.3M | 105,907 | Added |
| 23 | Insight Wealth Partners, LLC | $2.3M | 103,724 | Hold |
| 24 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $2.1M | 95,559 | Added |
| 25 | AE Wealth Management LLC | $2.0M | 92,882 | Trimmed |