| 1 | Aprio Wealth Management, LLC | $22.1M | 372,604 | Trimmed |
| 2 | Gradient Investments LLC | $21.1M | 355,830 | Added |
| 3 | Aaron Wealth Advisors LLC | $12.6M | 213,382 | Added |
| 4 | Wealth Architects, LLC | $3.3M | 56,282 | Trimmed |
| 5 | Envestnet Portfolio Solutions, Inc. | $2.2M | 37,513 | Added |
| 6 | Allodium Investment Consultants, LLC | $2.0M | 34,347 | Added |
| 7 | FIRST CITIZENS BANK & TRUST CO | $2.0M | 33,428 | Trimmed |
| 8 | Cambridge Investment Research Advisors, Inc. | $1.6M | 27,030 | Added |
| 9 | J.W. COLE ADVISORS, INC. | $1.3M | 21,854 | Added |
| 10 | Paladin Wealth, LLC | $975,821 | 16,464 | Added |
| 11 | PRINCIPAL FINANCIAL GROUP INC | $951,580 | 16,055 | Trimmed |
| 12 | JOHNSON INVESTMENT COUNSEL INC | $753,369 | 12,711 | Trimmed |
| 13 | Mattson Financial Services, LLC | $692,791 | 11,467 | Added |
| 14 | Kestra Advisory Services, LLC | $496,648 | 8,379 | Added |
| 15 | FIRST FINANCIAL BANK - TRUST DIVISION | $459,461 | 7,752 | Added |
| 16 | Paragon Capital Management Ltd | $427,929 | 7,220 | Hold |
| 17 | Bell Bank | $414,890 | 7,000 | Hold |
| 18 | SVB WEALTH LLC | $348,182 | 5,875 | Trimmed |
| 19 | Koshinski Asset Management, Inc. | $303,895 | 5,127 | Trimmed |
| 20 | TD Waterhouse Canada Inc. | $251,816 | 4,292 | Added |
| 21 | First Citizens Asset Management, Inc. | $224,455 | 3,787 | Added |
| 22 | Capital Advisors, Ltd. LLC | $213,000 | 3,600 | Hold |
| 23 | Brentview Investment Management LLC | $47,416 | 800 | Hold |
| 24 | ASSETMARK, INC | $34,673 | 585 | New |
| 25 | NBC SECURITIES, INC. | $9,991 | 168 | Hold |