| 1 | PRINCIPAL SECURITIES, INC. | $63.3M | 3.3M | Added |
| 2 | PRINCIPAL FINANCIAL GROUP INC | $58.9M | 3.1M | Added |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $54.8M | 2.9M | Added |
| 4 | WELLS FARGO & COMPANY/MN | $28.4M | 1.5M | Added |
| 5 | AMERIPRISE FINANCIAL INC | $28.4M | 1.5M | Added |
| 6 | LPL Financial LLC | $25.4M | 1.3M | Trimmed |
| 7 | Cyndeo Wealth Partners, LLC | $20.3M | 1.1M | Added |
| 8 | Ameritas Investment Partners, Inc. | $17.3M | 910,181 | Added |
| 9 | BALANCED WEALTH GROUP LLC | $15.6M | 823,074 | Added |
| 10 | RAYMOND JAMES FINANCIAL INC | $13.7M | 721,957 | Added |
| 11 | NICOLET BANKSHARES INC | $10.5M | 554,974 | Added |
| 12 | STIFEL FINANCIAL CORP | $9.9M | 520,676 | Added |
| 13 | Royal Bank of Canada | $8.1M | 428,934 | Added |
| 14 | Integrated Wealth Concepts LLC | $6.6M | 349,575 | Trimmed |
| 15 | BlueStem Wealth Partners, LLC | $5.6M | 297,854 | Added |
| 16 | JPMORGAN CHASE & CO | $5.6M | 297,729 | Trimmed |
| 17 | US BANCORP \DE\ | $5.2M | 274,526 | Added |
| 18 | McAdam, LLC | $4.2M | 221,169 | Added |
| 19 | Manske Wealth Management | $3.4M | 177,732 | Trimmed |
| 20 | COMMONWEALTH EQUITY SERVICES, LLC | $2.4M | 126,241 | Added |
| 21 | OSAIC HOLDINGS, INC. | $2.1M | 108,485 | Trimmed |
| 22 | Fifth Third Securities, Inc. | $1.3M | 71,052 | Added |
| 23 | CreativeOne Wealth, LLC | $1.3M | 69,557 | Added |
| 24 | Capital Investment Advisory Services, LLC | $1.3M | 69,280 | Added |
| 25 | Steward Partners Investment Advisory, LLC | $1.3M | 66,577 | Added |