| 1 | SIT INVESTMENT ASSOCIATES INC | $41.1M | 3.6M | Added |
| 2 | MORGAN STANLEY | $28.7M | 2.5M | Added |
| 3 | Coastal Bridge Advisors, LLC | $25.5M | 2.3M | Trimmed |
| 4 | WELLS FARGO & COMPANY/MN | $19.9M | 1.8M | Trimmed |
| 5 | BANK OF AMERICA CORP /DE/ | $18.7M | 1.7M | Trimmed |
| 6 | RAYMOND JAMES FINANCIAL INC | $12.9M | 1.1M | Trimmed |
| 7 | Atlas Wealth LLC | $10.6M | 939,961 | New |
| 8 | HighTower Advisors, LLC | $10.6M | 934,510 | Added |
| 9 | Cresset Asset Management, LLC | $8.2M | 722,558 | Added |
| 10 | Advisors Asset Management, Inc. | $6.7M | 591,684 | Trimmed |
| 11 | Integrated Wealth Concepts LLC | $6.0M | 529,787 | Added |
| 12 | UBS Group AG | $5.7M | 502,174 | Added |
| 13 | LOOMIS SAYLES & CO L P | $5.6M | 497,855 | Added |
| 14 | TRANSCEND CAPITAL ADVISORS, LLC | $5.0M | 438,553 | Trimmed |
| 15 | LPL Financial LLC | $4.7M | 417,101 | Added |
| 16 | Pathstone Holdings, LLC | $3.7M | 331,531 | Added |
| 17 | Logan Stone Capital, LLC | $3.7M | 323,899 | Added |
| 18 | GUGGENHEIM CAPITAL LLC | $3.1M | 278,123 | Hold |
| 19 | Robbins Farley | $2.7M | 241,957 | Added |
| 20 | Vestmark Advisory Solutions, Inc. | $2.7M | 234,528 | Trimmed |
| 21 | ELEVATION POINT WEALTH PARTNERS, LLC | $2.6M | 234,122 | Trimmed |
| 22 | Invesco Ltd. | $2.1M | 189,997 | Trimmed |
| 23 | Merit Financial Group, LLC | $1.8M | 161,119 | Trimmed |
| 24 | Thrivent Financial for Lutherans | $1.8M | 155,716 | Trimmed |
| 25 | Capital Investment Advisors, LLC | $1.7M | 153,574 | Trimmed |