| 1 | Krilogy Financial LLC | $59.4M | 2.6M | Added |
| 2 | CONFLUENCE INVESTMENT MANAGEMENT LLC | $16.7M | 735,847 | Trimmed |
| 3 | D.A. DAVIDSON & CO. | $10.5M | 463,113 | Added |
| 4 | TRUIST FINANCIAL CORP | $10.2M | 449,649 | Added |
| 5 | TITLEIST ASSET MANAGEMENT, LLC | $10.0M | 439,395 | Added |
| 6 | Probity Advisors, Inc. | $9.9M | 434,420 | Added |
| 7 | ENVESTNET ASSET MANAGEMENT INC | $8.9M | 394,282 | Added |
| 8 | Legacy Private Trust Co. | $8.5M | 376,158 | Added |
| 9 | Cambridge Investment Research Advisors, Inc. | $7.1M | 312,790 | Added |
| 10 | Asset Dedication, LLC | $5.0M | 220,155 | Added |
| 11 | Yoder Wealth Management, Inc. | $4.9M | 216,814 | Added |
| 12 | Accretive Wealth Partners, LLC | $4.2M | 182,878 | Added |
| 13 | PARK AVENUE SECURITIES LLC | $4.0M | 177,908 | Added |
| 14 | JAMES INVESTMENT RESEARCH, INC. | $3.7M | 164,188 | Added |
| 15 | CENTRAL TRUST Co | $2.7M | 118,224 | Added |
| 16 | Private Advisor Group, LLC | $1.2M | 54,947 | Added |
| 17 | Cushing Capital Partners, LLC | $1.2M | 53,932 | Added |
| 18 | IFP Advisors, Inc | $1.2M | 53,019 | Added |
| 19 | COMMONWEALTH EQUITY SERVICES, LLC | $816,381 | 35,972 | Added |
| 20 | BENJAMIN EDWARDS INC | $724,401 | 31,918 | Added |
| 21 | LEAVELL INVESTMENT MANAGEMENT, INC. | $612,425 | 26,985 | Added |
| 22 | Kestra Advisory Services, LLC | $606,774 | 26,736 | Hold |
| 23 | 4WEALTH ADVISORS, INC. | $601,200 | 26,386 | Added |
| 24 | Associated Banc-Corp | $514,495 | 22,670 | Trimmed |
| 25 | MOULTON WEALTH MANAGEMENT, INC | $461,176 | 20,401 | Added |