| 1 | Checchi Capital Advisers, LLC | $23.7M | 557,661 | Trimmed |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $16.2M | 382,103 | Added |
| 3 | Calamos Advisors LLC | $13.6M | 320,890 | Added |
| 4 | STERLING INVESTMENT ADVISORS LLC /ADV | $12.0M | 282,195 | Added |
| 5 | PRINCIPAL FINANCIAL GROUP INC | $9.3M | 220,000 | Hold |
| 6 | Apollon Wealth Management, LLC | $6.1M | 143,459 | New |
| 7 | LAM GROUP, INC. | $6.0M | 142,385 | Added |
| 8 | Sarasin & Partners LLP | $4.6M | 107,858 | Added |
| 9 | Walkner Condon Financial Advisors LLC | $4.2M | 98,812 | Added |
| 10 | New Capital Management LP | $3.8M | 90,597 | Added |
| 11 | Liberty Atlantic Advisors LLC | $3.8M | 89,814 | Added |
| 12 | Cambridge Investment Research Advisors, Inc. | $2.9M | 67,158 | Added |
| 13 | KITCHING PARTNERS, LLC | $2.3M | 54,883 | Added |
| 14 | Union Bancaire Privee, UBP SA | $2.2M | 52,995 | Added |
| 15 | Wealth Advisory Solutions, LLC | $1.9M | 44,701 | Added |
| 16 | GUIDANCE CAPITAL, INC | $1.9M | 44,206 | Added |
| 17 | Haven Private, LLC | $1.7M | 39,458 | Trimmed |
| 18 | Nilsine Partners, LLC | $1.5M | 36,296 | Added |
| 19 | Pictet North America Advisors SA | $1.4M | 33,309 | Trimmed |
| 20 | OPPENHEIMER & CO INC | $1.3M | 30,755 | Added |
| 21 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.3M | 30,396 | Added |
| 22 | VIEWPOINT INVESTMENT PARTNERS CORP | $1.2M | 27,600 | Trimmed |
| 23 | Alteri Wealth LLC | $895,231 | 21,099 | Added |
| 24 | EverSource Wealth Advisors, LLC | $877,495 | 20,681 | Added |
| 25 | Keystone Global Partners, LLC | $818,347 | 0 | Trimmed |