| 1 | LPL Financial LLC | $6.7M | 263,451 | Trimmed |
| 2 | CONFLUENCE INVESTMENT MANAGEMENT LLC | $6.0M | 237,863 | Trimmed |
| 3 | Atlantic Union Bankshares Corp | $4.7M | 185,413 | Added |
| 4 | RAYMOND JAMES FINANCIAL INC | $4.3M | 168,655 | Trimmed |
| 5 | BANK OF AMERICA CORP /DE/ | $4.2M | 167,106 | Added |
| 6 | Kestra Advisory Services, LLC | $4.0M | 155,917 | Added |
| 7 | PRECEDENT WEALTH PARTNERS, LLC | $3.7M | 144,742 | Added |
| 8 | HighTower Advisors, LLC | $2.9M | 115,983 | Added |
| 9 | Sequoia Financial Advisors, LLC | $2.8M | 110,328 | Trimmed |
| 10 | Hills Bank & Trust Co | $2.7M | 105,261 | Added |
| 11 | Envision Financial Planning, LLC | $2.6M | 101,913 | Added |
| 12 | Invesco Ltd. | $2.3M | 89,063 | Trimmed |
| 13 | MORGAN STANLEY | $1.9M | 76,197 | Trimmed |
| 14 | FLOW TRADERS U.S. LLC | $1.6M | 63,837 | Trimmed |
| 15 | Legacy Private Trust Co. | $1.6M | 63,849 | Added |
| 16 | STIFEL FINANCIAL CORP | $1.4M | 54,047 | Added |
| 17 | Lido Advisors, LLC | $1.3M | 50,600 | Added |
| 18 | GOLDMAN SACHS GROUP INC | $1.2M | 45,335 | New |
| 19 | Avior Wealth Management, LLC | $1.1M | 44,085 | Added |
| 20 | ENVESTNET ASSET MANAGEMENT INC | $1.1M | 42,563 | Added |
| 21 | Key Financial Inc | $1.1M | 41,385 | Added |
| 22 | JPMORGAN CHASE & CO | $1.0M | 39,967 | New |
| 23 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $962,725 | 37,875 | Added |
| 24 | Clark Asset Management, LLC | $937,058 | 36,865 | Added |
| 25 | UBS Group AG | $860,128 | 33,838 | Added |