| 1 | Krilogy Financial LLC | $59.4M | 2.6M | Added |
| 2 | UBS Group AG | $22.2M | 976,161 | Trimmed |
| 3 | MORGAN STANLEY | $20.1M | 885,349 | Added |
| 4 | CONFLUENCE INVESTMENT MANAGEMENT LLC | $16.7M | 735,847 | Trimmed |
| 5 | RAYMOND JAMES FINANCIAL INC | $12.1M | 532,804 | Added |
| 6 | D.A. DAVIDSON & CO. | $10.5M | 463,113 | Added |
| 7 | TRUIST FINANCIAL CORP | $10.2M | 449,649 | Added |
| 8 | TITLEIST ASSET MANAGEMENT, LLC | $10.0M | 439,395 | Added |
| 9 | Probity Advisors, Inc. | $9.9M | 434,420 | Added |
| 10 | ENVESTNET ASSET MANAGEMENT INC | $8.9M | 394,282 | Added |
| 11 | Legacy Private Trust Co. | $8.5M | 376,158 | Added |
| 12 | Snowden Capital Advisors LLC | $8.5M | 374,409 | Added |
| 13 | WELLS FARGO & COMPANY/MN | $8.2M | 362,730 | Added |
| 14 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | $7.8M | 345,777 | Added |
| 15 | AMERIPRISE FINANCIAL INC | $7.4M | 328,090 | Added |
| 16 | Janney Montgomery Scott LLC | $7.1M | 312,533 | Trimmed |
| 17 | HighTower Advisors, LLC | $6.8M | 300,781 | Added |
| 18 | Atlantic Private Wealth, LLC | $6.7M | 293,989 | Added |
| 19 | MERCER GLOBAL ADVISORS INC /ADV | $5.0M | 220,616 | Added |
| 20 | Asset Dedication, LLC | $5.0M | 220,155 | Added |
| 21 | Stockman Wealth Management, Inc. | $5.0M | 218,588 | Added |
| 22 | Yoder Wealth Management, Inc. | $4.9M | 216,814 | Added |
| 23 | BANK OF AMERICA CORP /DE/ | $4.6M | 203,434 | Added |
| 24 | Royal Bank of Canada | $4.2M | 183,319 | Added |
| 25 | Accretive Wealth Partners, LLC | $4.2M | 182,878 | Added |