| 1 | BANK OF AMERICA CORP /DE/ | $60.0M | 2.4M | Added |
| 2 | MERCER GLOBAL ADVISORS INC /ADV | $44.5M | 1.7M | Trimmed |
| 3 | WELLS FARGO & COMPANY/MN | $26.5M | 1.0M | Trimmed |
| 4 | HighTower Advisors, LLC | $25.1M | 985,403 | Added |
| 5 | Clearstead Advisors, LLC | $24.8M | 976,335 | Added |
| 6 | US BANCORP \DE\ | $17.7M | 693,830 | Trimmed |
| 7 | Heartwood Wealth Advisors LLC | $16.2M | 636,580 | Trimmed |
| 8 | LBMC INVESTMENT ADVISORS, LLC | $14.4M | 566,726 | Added |
| 9 | Lido Advisors, LLC | $14.3M | 560,542 | Added |
| 10 | LPL Financial LLC | $12.5M | 492,697 | Added |
| 11 | Hills Bank & Trust Co | $11.3M | 443,458 | Added |
| 12 | Kathmere Capital Management, LLC | $10.3M | 406,428 | Trimmed |
| 13 | MORGAN STANLEY | $10.0M | 392,269 | Trimmed |
| 14 | UBS Group AG | $9.6M | 375,781 | Added |
| 15 | Covington Investment Advisors Inc. | $9.4M | 370,490 | Added |
| 16 | Matthew Goff Investment Advisor, LLC | $7.5M | 310,824 | New |
| 17 | Praetorian Wealth Management, Inc. | $7.3M | 289,168 | Added |
| 18 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | $7.1M | 277,875 | Added |
| 19 | Paradiem, LLC | $6.3M | 248,470 | Added |
| 20 | HOWLAND CAPITAL MANAGEMENT LLC | $6.2M | 242,805 | Added |
| 21 | Integrated Wealth Concepts LLC | $5.3M | 207,105 | Added |
| 22 | ENVESTNET ASSET MANAGEMENT INC | $5.1M | 201,076 | Added |
| 23 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $5.1M | 199,880 | Trimmed |
| 24 | Sound View Wealth Advisors Group, LLC | $5.0M | 197,983 | Added |
| 25 | Cyndeo Wealth Partners, LLC | $4.9M | 194,124 | Added |