| 1 | Dynasty Wealth Management, LLC | $139.8M | 1.5M | Trimmed |
| 2 | RiverFront Investment Group, LLC | $137.8M | 1.5M | Added |
| 3 | GOLDMAN SACHS GROUP INC | $125.5M | 1.4M | Added |
| 4 | JPMORGAN CHASE & CO | $110.9M | 1.2M | Trimmed |
| 5 | ENVESTNET ASSET MANAGEMENT INC | $110.6M | 1.2M | Trimmed |
| 6 | MORGAN STANLEY | $98.5M | 1.1M | Added |
| 7 | SAGESPRING WEALTH PARTNERS, LLC | $66.9M | 739,777 | Trimmed |
| 8 | OpenArc Corporate Advisory, LLC | $44.1M | 487,555 | Trimmed |
| 9 | BANK OF AMERICA CORP /DE/ | $43.4M | 479,885 | Added |
| 10 | RAYMOND JAMES FINANCIAL INC | $41.7M | 461,178 | Added |
| 11 | LPL Financial LLC | $40.6M | 448,681 | Trimmed |
| 12 | Royal Bank of Canada | $39.5M | 436,095 | Added |
| 13 | PGIM Custom Harvest LLC | $32.8M | 362,421 | Trimmed |
| 14 | WELLS FARGO & COMPANY/MN | $31.2M | 344,920 | Trimmed |
| 15 | Kozak & Associates, Inc. | $28.2M | 305,432 | Trimmed |
| 16 | Circle Wealth Management, LLC | $26.7M | 294,600 | Hold |
| 17 | Janney Montgomery Scott LLC | $17.8M | 196,911 | Trimmed |
| 18 | BANK OF MONTREAL /CAN/ | $17.5M | 193,645 | Added |
| 19 | TWO SIGMA INVESTMENTS, LP | $14.1M | 155,400 | Trimmed |
| 20 | Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | $13.9M | 153,440 | Added |
| 21 | FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | $13.4M | 148,491 | Hold |
| 22 | AMERIPRISE FINANCIAL INC | $13.3M | 145,844 | Trimmed |
| 23 | Private Advisor Group, LLC | $12.0M | 133,068 | Trimmed |
| 24 | ARKANSAS FINANCIAL GROUP, INC. | $11.8M | 130,414 | Added |
| 25 | SAM Advisors, LLC | $10.8M | 119,266 | Added |