| 1 | MORGAN STANLEY | $23.4M | 2.2M | Added |
| 2 | SIT INVESTMENT ASSOCIATES INC | $11.1M | 1.0M | Added |
| 3 | Allspring Global Investments Holdings, LLC | $5.2M | 489,939 | Hold |
| 4 | LPL Financial LLC | $4.5M | 421,073 | Added |
| 5 | RAYMOND JAMES FINANCIAL INC | $3.9M | 363,067 | Added |
| 6 | Whipplewood Advisors, LLC | $3.8M | 357,034 | Trimmed |
| 7 | 1607 Capital Partners, LLC | $2.8M | 261,056 | Trimmed |
| 8 | Private Advisor Group, LLC | $2.2M | 208,789 | Trimmed |
| 9 | Fiera Capital Corp | $2.0M | 189,721 | Added |
| 10 | GUGGENHEIM CAPITAL LLC | $1.4M | 133,201 | Trimmed |
| 11 | Hennion & Walsh Asset Management, Inc. | $1.4M | 129,183 | Trimmed |
| 12 | Kestra Advisory Services, LLC | $1.3M | 119,116 | New |
| 13 | Invesco Ltd. | $1.2M | 114,442 | Trimmed |
| 14 | ProVise Management Group, LLC | $1.2M | 112,412 | Trimmed |
| 15 | BANK OF AMERICA CORP /DE/ | $1.2M | 110,907 | Trimmed |
| 16 | INVICTUS PRIVATE WEALTH, LLC | $1.1M | 107,395 | Added |
| 17 | Insight Wealth Partners, LLC | $851,480 | 79,951 | Trimmed |
| 18 | Advisory Services Network, LLC | $744,877 | 69,941 | Added |
| 19 | Integrated Wealth Concepts LLC | $593,780 | 55,754 | Added |
| 20 | RIVERBRIDGE PARTNERS LLC | $531,573 | 49,913 | New |
| 21 | WOLVERINE ASSET MANAGEMENT LLC | $439,227 | 41,242 | Added |
| 22 | Calamos Advisors LLC | $397,565 | 37,330 | Added |
| 23 | COMMONWEALTH EQUITY SERVICES, LLC | $330,760 | 31,057 | Added |
| 24 | CITADEL ADVISORS LLC | $300,735 | 28,238 | New |
| 25 | Janney Montgomery Scott LLC | $256,000 | 24,068 | Trimmed |