| 1 | MORGAN STANLEY | $56.3M | 12.8M | Added |
| 2 | SIT INVESTMENT ASSOCIATES INC | $31.6M | 7.2M | Added |
| 3 | Allspring Global Investments Holdings, LLC | $25.2M | 5.7M | Added |
| 4 | Advisors Asset Management, Inc. | $5.7M | 1.3M | Added |
| 5 | RAYMOND JAMES FINANCIAL INC | $5.7M | 1.3M | Added |
| 6 | Focus Partners Wealth | $4.0M | 904,777 | Added |
| 7 | 1607 Capital Partners, LLC | $3.3M | 752,776 | Added |
| 8 | Shaker Financial Services, LLC | $3.3M | 746,733 | New |
| 9 | RIVERNORTH CAPITAL MANAGEMENT, LLC | $3.2M | 718,955 | Added |
| 10 | Invesco Ltd. | $2.9M | 663,273 | Added |
| 11 | LPL Financial LLC | $2.7M | 610,942 | Added |
| 12 | BANK OF AMERICA CORP /DE/ | $2.4M | 548,778 | Added |
| 13 | Janney Montgomery Scott LLC | $2.1M | 471,046 | New |
| 14 | COMMONWEALTH EQUITY SERVICES, LLC | $1.6M | 369,123 | Added |
| 15 | COHEN & STEERS, INC. | $1.4M | 329,603 | Hold |
| 16 | WELLS FARGO & COMPANY/MN | $1.3M | 286,813 | Added |
| 17 | RIVERBRIDGE PARTNERS LLC | $1.2M | 280,036 | New |
| 18 | STIFEL FINANCIAL CORP | $1.2M | 277,328 | Added |
| 19 | Pathstone Holdings, LLC | $1.2M | 274,549 | Trimmed |
| 20 | UBS Group AG | $1.1M | 254,366 | Added |
| 21 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $1.0M | 235,831 | Hold |
| 22 | Cambridge Investment Research Advisors, Inc. | $967,000 | 219,828 | Added |
| 23 | Koshinski Asset Management, Inc. | $889,605 | 202,183 | New |
| 24 | Logan Stone Capital, LLC | $876,238 | 199,145 | New |
| 25 | MOSAIC FAMILY WEALTH PARTNERS, LLC | $856,785 | 194,724 | Added |