| 1 | SIT INVESTMENT ASSOCIATES INC | $44.9M | 3.1M | Added |
| 2 | Avior Wealth Management, LLC | $8.6M | 596,287 | Added |
| 3 | UBS Group AG | $8.3M | 580,219 | Added |
| 4 | EVERGREEN CAPITAL MANAGEMENT LLC | $8.1M | 560,669 | Added |
| 5 | MORGAN STANLEY | $7.6M | 530,776 | Trimmed |
| 6 | Royal Bank of Canada | $6.3M | 439,900 | Added |
| 7 | Twelve Points Wealth Management LLC | $5.8M | 405,759 | Added |
| 8 | AMERIPRISE FINANCIAL INC | $5.0M | 350,374 | Added |
| 9 | Gridiron Partners, LLC | $5.0M | 346,451 | Added |
| 10 | Stratos Wealth Advisors, LLC | $4.7M | 326,385 | Added |
| 11 | Intellectus Partners, LLC | $4.2M | 295,245 | Added |
| 12 | WELLS FARGO & COMPANY/MN | $3.8M | 263,521 | Trimmed |
| 13 | Catawba River Capital | $3.7M | 259,396 | Trimmed |
| 14 | LPL Financial LLC | $3.4M | 234,708 | Added |
| 15 | Shaker Financial Services, LLC | $3.0M | 210,544 | Added |
| 16 | Journey Advisory Group, LLC | $2.5M | 171,944 | Trimmed |
| 17 | Invesco Ltd. | $2.3M | 162,442 | Added |
| 18 | INDEPENDENT FINANCIAL GROUP, LLC | $2.0M | 139,250 | Trimmed |
| 19 | STIFEL FINANCIAL CORP | $1.9M | 133,785 | Trimmed |
| 20 | GUGGENHEIM CAPITAL LLC | $1.9M | 133,104 | Trimmed |
| 21 | RAYMOND JAMES FINANCIAL INC | $1.8M | 125,315 | Trimmed |
| 22 | Ignite Planners, LLC | $1.6M | 112,190 | Trimmed |
| 23 | Aviance Capital Partners, LLC | $1.6M | 111,297 | Added |
| 24 | ENVESTNET ASSET MANAGEMENT INC | $1.5M | 106,773 | Added |
| 25 | Berger Financial Group, Inc | $1.5M | 103,409 | Trimmed |