| 1 | SIT INVESTMENT ASSOCIATES INC | $99.9M | 28.6M | Added |
| 2 | Allspring Global Investments Holdings, LLC | $4.8M | 1.4M | Hold |
| 3 | MORGAN STANLEY | $4.0M | 1.1M | Added |
| 4 | 1607 Capital Partners, LLC | $3.9M | 1.1M | Trimmed |
| 5 | Invesco Ltd. | $3.3M | 934,604 | Added |
| 6 | Janney Montgomery Scott LLC | $2.8M | 800,392 | Added |
| 7 | RIVERBRIDGE PARTNERS LLC | $1.4M | 393,732 | Trimmed |
| 8 | Advisors Asset Management, Inc. | $1.1M | 327,903 | Trimmed |
| 9 | RAYMOND JAMES FINANCIAL INC | $1.1M | 319,251 | Trimmed |
| 10 | Quad-Cities Investment Group, LLC | $953,858 | 273,312 | Added |
| 11 | OSAIC HOLDINGS, INC. | $761,450 | 218,222 | Added |
| 12 | BANK OF AMERICA CORP /DE/ | $735,084 | 210,626 | Added |
| 13 | Baird Financial Group, Inc. | $690,671 | 197,900 | Added |
| 14 | JONES FINANCIAL COMPANIES LLLP | $684,425 | 199,541 | Added |
| 15 | Shaker Financial Services, LLC | $672,813 | 192,783 | New |
| 16 | Focus Partners Wealth | $656,101 | 187,994 | Added |
| 17 | Intellus Advisors LLC | $583,537 | 167,203 | Added |
| 18 | PIN OAK INVESTMENT ADVISORS INC | $567,000 | 162,520 | Hold |
| 19 | Royal Bank of Canada | $549,000 | 157,493 | Trimmed |
| 20 | MML INVESTORS SERVICES, LLC | $473,331 | 135,625 | Added |
| 21 | LPL Financial LLC | $446,823 | 128,030 | Trimmed |
| 22 | Mirador Capital Partners LP | $431,444 | 123,623 | Added |
| 23 | GILPIN WEALTH MANAGEMENT, LLC | $430,077 | 123,231 | Added |
| 24 | UBS Group AG | $423,134 | 121,242 | Trimmed |
| 25 | Integrated Wealth Concepts LLC | $421,414 | 120,749 | Added |