| 1 | SIT INVESTMENT ASSOCIATES INC | $29.0M | 2.5M | Trimmed |
| 2 | MORGAN STANLEY | $21.8M | 1.9M | Trimmed |
| 3 | Penserra Capital Management LLC | $9.0M | 775,986 | Added |
| 4 | LPL Financial LLC | $6.9M | 595,638 | Added |
| 5 | Arete Wealth Advisors, LLC | $5.1M | 440,153 | Added |
| 6 | BANK OF AMERICA CORP /DE/ | $3.9M | 331,846 | Added |
| 7 | WELLS FARGO & COMPANY/MN | $3.4M | 292,223 | Added |
| 8 | Yakira Capital Management, Inc. | $2.7M | 232,717 | Trimmed |
| 9 | Everstar Asset Management, LLC | $2.5M | 213,685 | Added |
| 10 | Royal Bank of Canada | $2.3M | 199,892 | Trimmed |
| 11 | ENVESTNET ASSET MANAGEMENT INC | $2.1M | 177,189 | Added |
| 12 | RAYMOND JAMES FINANCIAL INC | $2.0M | 169,706 | Added |
| 13 | PRINCIPAL SECURITIES, INC. | $2.0M | 168,674 | Added |
| 14 | Baird Financial Group, Inc. | $1.4M | 118,791 | Trimmed |
| 15 | Tennessee Valley Asset Management Partners | $1.3M | 114,169 | Trimmed |
| 16 | Marks Group Wealth Management, Inc | $1.3M | 107,869 | Hold |
| 17 | OSAIC HOLDINGS, INC. | $1.2M | 99,572 | Trimmed |
| 18 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $995,037 | 85,337 | Trimmed |
| 19 | Advisory Solutions Group, LLC | $984,920 | 84,470 | New |
| 20 | NOMURA HOLDINGS INC | $977,854 | 83,864 | Hold |
| 21 | Advisor OS, LLC | $831,230 | 71,289 | Added |
| 22 | Opal Wealth Advisors, LLC | $803,165 | 68,882 | Added |
| 23 | Creative Planning | $794,489 | 68,138 | New |
| 24 | Allworth Financial LP | $770,109 | 66,047 | Added |
| 25 | STIFEL FINANCIAL CORP | $663,071 | 56,867 | Trimmed |