| 1 | Stack Financial Management, Inc | $91.7M | 2.8M | Trimmed |
| 2 | AXXCESS WEALTH MANAGEMENT, LLC | $10.2M | 309,272 | New |
| 3 | STERLING INVESTMENT MANAGEMENT, LLC | $7.6M | 230,707 | New |
| 4 | Vontobel Holding Ltd. | $5.2M | 158,166 | Added |
| 5 | CHATHAM CAPITAL GROUP, INC. | $4.8M | 145,615 | Trimmed |
| 6 | Axiom Investment Management LLC | $4.6M | 137,921 | Trimmed |
| 7 | ONE PLUS ONE WEALTH MANAGEMENT, LLC | $3.9M | 116,890 | Trimmed |
| 8 | AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP | $3.1M | 92,223 | Added |
| 9 | Belpointe Asset Management LLC | $2.8M | 85,162 | Trimmed |
| 10 | J. Safra Sarasin Holding AG | $2.3M | 60,510 | Hold |
| 11 | Hedges Asset Management LLC | $2.1M | 64,200 | Trimmed |
| 12 | A. D. Beadell Investment Counsel, Inc. | $2.1M | 63,625 | Trimmed |
| 13 | Commonwealth Financial Services, LLC | $1.9M | 57,642 | Hold |
| 14 | B. Riley Wealth Advisors, Inc. | $1.4M | 41,563 | Added |
| 15 | OPPENHEIMER & CO INC | $1.3M | 37,891 | Trimmed |
| 16 | Ballew Advisors, Inc | $1.2M | 36,782 | Added |
| 17 | Sidoxia Capital Management, LLC | $1.0M | 30,760 | New |
| 18 | Walleye Trading LLC | $1.0M | 30,466 | New |
| 19 | Edge Wealth Management LLC | $759,460 | 23,000 | Hold |
| 20 | Sugar Maple Asset Management, LLC | $704,548 | 21,337 | Hold |
| 21 | CARY STREET PARTNERS FINANCIAL LLC | $661,292 | 20,027 | Hold |
| 22 | Aviance Capital Partners, LLC | $627,380 | 19,000 | Trimmed |
| 23 | Vigilare Wealth Management | $595,747 | 18,042 | Trimmed |
| 24 | Sepio Capital, LP | $586,105 | 17,750 | Added |
| 25 | ENVESTNET ASSET MANAGEMENT INC | $585,315 | 17,726 | Trimmed |