| 1 | MORGAN STANLEY | $44.2M | 2.1M | Added |
| 2 | UBS Group AG | $29.4M | 1.4M | Added |
| 3 | Invesco Ltd. | $9.9M | 467,104 | Added |
| 4 | Chicago Partners Investment Group LLC | $9.7M | 468,773 | Added |
| 5 | Sanctuary Advisors, LLC | $6.3M | 295,463 | Added |
| 6 | Glaxis Capital Management, LLC | $5.7M | 270,000 | Added |
| 7 | Atria Investments, Inc | $5.2M | 246,045 | Added |
| 8 | RAYMOND JAMES FINANCIAL INC | $5.0M | 237,003 | Trimmed |
| 9 | Royal Bank of Canada | $4.8M | 225,620 | Added |
| 10 | Advisors Asset Management, Inc. | $3.8M | 181,455 | Added |
| 11 | BANK OF AMERICA CORP /DE/ | $3.6M | 170,003 | Trimmed |
| 12 | GREATMARK INVESTMENT PARTNERS, INC. | $3.6M | 168,275 | Trimmed |
| 13 | Pinnacle Financial Partners, Inc. | $3.6M | 168,135 | Added |
| 14 | LPL Financial LLC | $3.3M | 157,138 | Added |
| 15 | WELLS FARGO & COMPANY/MN | $3.2M | 153,402 | Added |
| 16 | ENVESTNET ASSET MANAGEMENT INC | $3.1M | 147,592 | Added |
| 17 | Rareview Capital LLC | $3.1M | 145,557 | Added |
| 18 | Baird Financial Group, Inc. | $3.0M | 144,127 | Trimmed |
| 19 | Thomas J. Herzfeld Advisors, Inc. | $2.9M | 137,739 | Added |
| 20 | NewEdge Wealth, LLC | $2.5M | 116,907 | Trimmed |
| 21 | Oder Investment Management, LLC | $1.6M | 77,589 | Added |
| 22 | Platt Wealth Management LLC | $1.6M | 74,662 | Trimmed |
| 23 | GUGGENHEIM CAPITAL LLC | $1.4M | 66,210 | Trimmed |
| 24 | WJ Financial Advisors LLC | $1.4M | 65,947 | Added |
| 25 | OPPENHEIMER & CO INC | $1.3M | 62,681 | Trimmed |