| 1 | Hills Bank & Trust Co | $10.0M | 479,643 | Added |
| 2 | CONFLUENCE INVESTMENT MANAGEMENT LLC | $6.5M | 311,374 | Added |
| 3 | HighTower Advisors, LLC | $6.3M | 302,689 | Added |
| 4 | MORGAN STANLEY | $5.4M | 257,116 | Added |
| 5 | LPL Financial LLC | $5.3M | 255,403 | Trimmed |
| 6 | UBS Group AG | $4.9M | 234,071 | Added |
| 7 | BANK OF AMERICA CORP /DE/ | $4.9M | 233,434 | Added |
| 8 | Avior Wealth Management, LLC | $4.7M | 223,134 | Added |
| 9 | Invesco Ltd. | $4.3M | 204,774 | Trimmed |
| 10 | PRECEDENT WEALTH PARTNERS, LLC | $4.2M | 201,991 | Added |
| 11 | Lido Advisors, LLC | $4.1M | 195,700 | Hold |
| 12 | RAYMOND JAMES FINANCIAL INC | $4.0M | 192,663 | Added |
| 13 | CENTRAL VALLEY ADVISORS, LLC | $3.9M | 188,576 | Trimmed |
| 14 | Atlantic Union Bankshares Corp | $3.9M | 188,397 | Added |
| 15 | ENVESTNET ASSET MANAGEMENT INC | $3.0M | 141,636 | Added |
| 16 | MONECO Advisors, LLC | $2.8M | 134,630 | Added |
| 17 | Envision Financial Planning, LLC | $2.3M | 110,258 | Added |
| 18 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $2.3M | 108,515 | Added |
| 19 | Key Financial Inc | $2.2M | 105,714 | Trimmed |
| 20 | Parkway Wealth Management Group, LLC | $2.1M | 101,986 | Added |
| 21 | Clark Asset Management, LLC | $1.9M | 93,089 | Added |
| 22 | Kestra Advisory Services, LLC | $1.9M | 91,240 | Added |
| 23 | STIFEL FINANCIAL CORP | $1.8M | 85,108 | Added |
| 24 | OSAIC HOLDINGS, INC. | $1.7M | 81,544 | Added |
| 25 | CARY STREET PARTNERS FINANCIAL LLC | $1.6M | 75,115 | Added |