| 1 | BANK OF AMERICA CORP /DE/ | $50.9M | 2.0M | Trimmed |
| 2 | MERCER GLOBAL ADVISORS INC /ADV | $40.4M | 1.6M | Trimmed |
| 3 | Rossmore Private Capital | $37.0M | 1.4M | Trimmed |
| 4 | US BANCORP \DE\ | $16.5M | 643,862 | Trimmed |
| 5 | Lido Advisors, LLC | $14.6M | 568,737 | Added |
| 6 | LBMC INVESTMENT ADVISORS, LLC | $13.5M | 525,143 | Added |
| 7 | WELLS FARGO & COMPANY/MN | $11.9M | 463,630 | Trimmed |
| 8 | Kathmere Capital Management, LLC | $11.8M | 459,491 | Trimmed |
| 9 | LPL Financial LLC | $10.4M | 404,317 | Trimmed |
| 10 | Hills Bank & Trust Co | $10.0M | 390,183 | Trimmed |
| 11 | UBS Group AG | $9.8M | 381,308 | Trimmed |
| 12 | Integrated Wealth Concepts LLC | $9.4M | 366,495 | Trimmed |
| 13 | MORGAN STANLEY | $8.5M | 332,002 | Added |
| 14 | Covington Investment Advisors Inc. | $8.3M | 323,935 | Trimmed |
| 15 | Paradiem, LLC | $7.5M | 294,149 | Added |
| 16 | HighTower Advisors, LLC | $6.9M | 268,149 | Added |
| 17 | LEAVELL INVESTMENT MANAGEMENT, INC. | $6.6M | 255,821 | Trimmed |
| 18 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $6.5M | 253,070 | Trimmed |
| 19 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | $5.9M | 231,642 | Added |
| 20 | Sound View Wealth Advisors Group, LLC | $5.8M | 227,642 | Added |
| 21 | Praetorian Wealth Management, Inc. | $5.5M | 214,612 | Trimmed |
| 22 | CENTRAL TRUST Co | $5.3M | 206,146 | Added |
| 23 | Cyndeo Wealth Partners, LLC | $4.9M | 189,709 | Added |
| 24 | HOWLAND CAPITAL MANAGEMENT LLC | $4.7M | 184,176 | Trimmed |
| 25 | ENVESTNET ASSET MANAGEMENT INC | $4.7M | 182,173 | New |