| 1 | PINNACLE ASSOCIATES LTD | $20.2M | 1.4M | Added |
| 2 | Royal Bank of Canada | $14.2M | 960,682 | Added |
| 3 | Pinnacle Wealth Management Advisory Group, LLC | $9.6M | 650,109 | Added |
| 4 | LPL Financial LLC | $6.1M | 417,066 | Added |
| 5 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $4.9M | 331,322 | Added |
| 6 | NKCFO LLC | $4.9M | 330,750 | Added |
| 7 | DKM Wealth Management, Inc. | $3.2M | 217,962 | Trimmed |
| 8 | Sanctuary Advisors, LLC | $2.8M | 187,111 | Added |
| 9 | EverSource Wealth Advisors, LLC | $2.7M | 181,351 | Added |
| 10 | NewEdge Advisors, LLC | $2.2M | 152,276 | New |
| 11 | Steward Partners Investment Advisory, LLC | $1.7M | 114,645 | Added |
| 12 | D.A. DAVIDSON & CO. | $1.5M | 102,729 | Trimmed |
| 13 | GREAT VALLEY ADVISOR GROUP, INC. | $1.5M | 100,814 | New |
| 14 | Arete Wealth Advisors, LLC | $1.4M | 92,620 | Added |
| 15 | Mutual Advisors, LLC | $1.0M | 70,926 | Trimmed |
| 16 | OPPENHEIMER & CO INC | $990,725 | 67,259 | Added |
| 17 | GTS SECURITIES LLC | $688,672 | 46,753 | Trimmed |
| 18 | INGALLS & SNYDER LLC | $588,000 | 39,947 | Hold |
| 19 | PFG Investments, LLC | $399,174 | 27,099 | Trimmed |
| 20 | Certified Advisory Corp | $386,797 | 26,259 | Hold |
| 21 | Advisors Capital Management, LLC | $374,554 | 25,428 | Hold |
| 22 | Kestra Advisory Services, LLC | $341,492 | 23,183 | Trimmed |
| 23 | PRIVATE MANAGEMENT GROUP INC | $296,058 | 20,099 | Trimmed |
| 24 | Fund Advisors of America Inc/FL | $287,984 | 19,551 | Added |
| 25 | TCFG Investment Advisors, LLC | $266,613 | 18,100 | Hold |