| 1 | SIT INVESTMENT ASSOCIATES INC | $60.1M | 3.8M | Added |
| 2 | MORGAN STANLEY | $37.0M | 2.3M | Added |
| 3 | RAYMOND JAMES FINANCIAL INC | $20.5M | 1.3M | Added |
| 4 | Eagle Bluffs Wealth Management LLC | $15.0M | 944,136 | Added |
| 5 | UBS Group AG | $12.0M | 760,233 | Added |
| 6 | LaSalle St. Investment Advisors, LLC | $9.8M | 624,081 | Added |
| 7 | BANK OF AMERICA CORP /DE/ | $8.8M | 555,537 | Added |
| 8 | M&T Bank Corp | $6.6M | 418,814 | Added |
| 9 | WELLS FARGO & COMPANY/MN | $5.6M | 356,690 | Trimmed |
| 10 | Invesco Ltd. | $4.0M | 255,234 | Trimmed |
| 11 | LPL Financial LLC | $3.8M | 239,185 | Added |
| 12 | Baird Financial Group, Inc. | $2.4M | 155,134 | Trimmed |
| 13 | AMERIPRISE FINANCIAL INC | $2.3M | 145,717 | Added |
| 14 | RIVERBRIDGE PARTNERS LLC | $2.3M | 145,001 | Added |
| 15 | FIRST TRUST ADVISORS LP | $1.2M | 77,164 | Added |
| 16 | GILL CAPITAL PARTNERS, LLC | $1.1M | 71,896 | Trimmed |
| 17 | GUGGENHEIM CAPITAL LLC | $1.1M | 67,515 | Added |
| 18 | TRUIST FINANCIAL CORP | $1.0M | 64,999 | Added |
| 19 | Bruce G. Allen Investments, LLC | $921,117 | 58,372 | Trimmed |
| 20 | Cetera Investment Advisers | $869,864 | 55,124 | Added |
| 21 | WEDBUSH SECURITIES INC | $833,000 | 52,799 | Trimmed |
| 22 | ENVESTNET ASSET MANAGEMENT INC | $768,140 | 48,678 | Added |
| 23 | Noble Wealth Management PBC | $753,495 | 47,750 | Trimmed |
| 24 | Intellus Advisors LLC | $732,556 | 46,423 | Added |
| 25 | Stratos Wealth Partners, LTD. | $719,690 | 45,607 | Trimmed |