| 1 | State of Wisconsin - Board of Commissioners of Public Lands | $23.8M | 780,643 | Hold |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $19.1M | 624,490 | Added |
| 3 | Sage Advisory Services, Ltd.Co. | $11.4M | 372,859 | Added |
| 4 | United Asset Strategies, Inc. | $7.7M | 250,574 | New |
| 5 | PARK AVENUE SECURITIES LLC | $5.5M | 181,522 | Trimmed |
| 6 | TRUIST FINANCIAL CORP | $5.4M | 176,067 | Added |
| 7 | Checchi Capital Advisers, LLC | $5.3M | 174,253 | Trimmed |
| 8 | Crews Bank & Trust | $4.2M | 138,140 | Added |
| 9 | Sound Income Strategies, LLC | $4.1M | 134,336 | Trimmed |
| 10 | Rosenberg Matthew Hamilton | $3.5M | 114,610 | Added |
| 11 | Shulman DeMeo Asset Management LLC | $3.2M | 105,421 | Trimmed |
| 12 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $2.6M | 86,975 | Added |
| 13 | Investors Research Corp | $2.6M | 84,470 | Trimmed |
| 14 | ST GERMAIN D J CO INC | $2.4M | 78,175 | Trimmed |
| 15 | Crestwood Advisors Group, LLC | $1.5M | 50,729 | Hold |
| 16 | Cambridge Investment Research Advisors, Inc. | $1.5M | 49,436 | Added |
| 17 | FDx Advisors, Inc. | $1.4M | 45,286 | Trimmed |
| 18 | Private Advisor Group, LLC | $1.2M | 38,473 | Trimmed |
| 19 | Wealthcare Advisory Partners LLC | $1.2M | 37,743 | Trimmed |
| 20 | Provenance Wealth Advisors, LLC | $962,764 | 31,535 | Hold |
| 21 | Strategic Financial Concepts, LLC | $866,076 | 28,368 | Added |
| 22 | Breachway Investments LLC | $854,077 | 27,975 | Added |
| 23 | XML Financial, LLC | $822,455 | 26,939 | Trimmed |
| 24 | Walser Wealth Management Company, A Ltd Liability Co | $808,831 | 26,493 | New |
| 25 | Fifth Third Securities, Inc. | $693,703 | 22,722 | Added |