| 1 | PRICE T ROWE ASSOCIATES INC /MD/ | $143.3M | 3.2M | Trimmed |
| 2 | Aprio Wealth Management, LLC | $18.1M | 401,681 | Added |
| 3 | JONES FINANCIAL COMPANIES LLLP | $10.9M | 246,692 | Added |
| 4 | Lantz Financial LLC | $5.5M | 122,306 | Added |
| 5 | BANK OF AMERICA CORP /DE/ | $5.5M | 122,015 | Added |
| 6 | LANDAAS & CO /WI /ADV | $5.2M | 114,587 | Added |
| 7 | Asset One Wealth Management LLC | $4.6M | 97,974 | New |
| 8 | CWM, LLC | $3.5M | 78,773 | Added |
| 9 | Merit Financial Group, LLC | $3.0M | 66,504 | Trimmed |
| 10 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $2.6M | 58,337 | Trimmed |
| 11 | Dynamic Advisor Solutions LLC | $2.4M | 53,313 | Trimmed |
| 12 | M Holdings Securities, Inc. | $2.3M | 49,860 | Added |
| 13 | Cetera Investment Advisers | $1.9M | 43,180 | Trimmed |
| 14 | Associated Banc-Corp | $1.7M | 37,809 | Added |
| 15 | Cambridge Investment Research Advisors, Inc. | $1.5M | 32,915 | Added |
| 16 | STIFEL FINANCIAL CORP | $1.5M | 32,722 | Added |
| 17 | Kestra Advisory Services, LLC | $1.0M | 22,245 | Added |
| 18 | COMMONWEALTH EQUITY SERVICES, LLC | $979,900 | 21,767 | Trimmed |
| 19 | ENVESTNET ASSET MANAGEMENT INC | $922,425 | 20,491 | Added |
| 20 | Triangle Securities Wealth Management | $841,989 | 18,704 | Added |
| 21 | GOLDMAN SACHS GROUP INC | $798,594 | 17,740 | New |
| 22 | Royal Bank of Canada | $767,000 | 17,045 | Trimmed |
| 23 | D.A. DAVIDSON & CO. | $607,589 | 13,497 | Trimmed |
| 24 | Janney Montgomery Scott LLC | $556,000 | 12,350 | Added |
| 25 | INTEGRITY ALLIANCE, LLC. | $503,740 | 11,190 | Added |