| 1 | Harel Insurance Investments & Financial Services Ltd. | $138.5M | 1.4M | Added |
| 2 | Cambridge Investment Research Advisors, Inc. | $8.7M | 86,226 | Added |
| 3 | FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | $5.6M | 54,959 | Trimmed |
| 4 | First Citizens Financial Corp | $5.0M | 49,200 | Trimmed |
| 5 | COTTONWOOD CAPITAL ADVISORS, LLC | $4.9M | 48,382 | Added |
| 6 | ENVESTNET ASSET MANAGEMENT INC | $4.5M | 44,821 | Trimmed |
| 7 | Banque Transatlantique SA | $4.1M | 40,772 | New |
| 8 | SOUTHERN CAPITAL ADVISORS, LLC | $3.2M | 31,603 | Added |
| 9 | S&A Financial Services, Inc. | $3.1M | 30,645 | New |
| 10 | PRINCIPAL SECURITIES, INC. | $3.0M | 29,934 | Trimmed |
| 11 | COMMONWEALTH EQUITY SERVICES, LLC | $2.9M | 28,296 | Trimmed |
| 12 | Stillwater Capital Advisors, LLC | $2.2M | 21,832 | Trimmed |
| 13 | CITIGROUP INC | $1.8M | 17,572 | Trimmed |
| 14 | Stonebridge Financial Planning Group, LLC | $1.7M | 16,856 | Trimmed |
| 15 | GARRISON POINT ADVISORS, LLC | $1.4M | 13,970 | Trimmed |
| 16 | SPINNAKER TRUST | $1.4M | 13,928 | Hold |
| 17 | Strategic Blueprint, LLC | $1.3M | 13,283 | Trimmed |
| 18 | Whitener Capital Management, Inc. | $1.2M | 11,643 | Trimmed |
| 19 | Lakeshore Capital Group, Inc. | $1.1M | 11,217 | Trimmed |
| 20 | Ameliora Wealth Management Ltd. | $1.1M | 11,000 | Hold |
| 21 | WESPAC Advisors SoCal, LLC | $1.1M | 10,871 | Added |
| 22 | Simmons Bank | $1.1M | 10,461 | Hold |
| 23 | Koshinski Asset Management, Inc. | $1.0M | 10,385 | Hold |
| 24 | BARTLETT & CO. WEALTH MANAGEMENT LLC | $947,914 | 9,376 | Added |
| 25 | TRUIST FINANCIAL CORP | $944,036 | 9,189 | Trimmed |