| 1 | WELLS FARGO & COMPANY/MN | $24.2M | 1.9M | Added |
| 2 | MORGAN STANLEY | $8.2M | 645,869 | Added |
| 3 | AdvisorNet Financial, Inc | $7.6M | 601,286 | Added |
| 4 | GUGGENHEIM CAPITAL LLC | $5.5M | 432,308 | Added |
| 5 | Penserra Capital Management LLC | $5.4M | 426,195 | Added |
| 6 | United Advisor Group, LLC | $4.5M | 354,015 | Trimmed |
| 7 | Invesco Ltd. | $4.4M | 345,648 | Added |
| 8 | Foundations Investment Advisors, LLC | $4.3M | 338,475 | Trimmed |
| 9 | NewEdge Wealth, LLC | $3.2M | 249,723 | Trimmed |
| 10 | Advisors Asset Management, Inc. | $2.9M | 228,388 | Trimmed |
| 11 | Janney Montgomery Scott LLC | $2.8M | 224,560 | Added |
| 12 | Hennion & Walsh Asset Management, Inc. | $2.8M | 219,107 | Trimmed |
| 13 | Capital Investment Advisors, LLC | $2.4M | 187,571 | Trimmed |
| 14 | ENVESTNET ASSET MANAGEMENT INC | $2.4M | 186,586 | New |
| 15 | Huntleigh Advisors, Inc. | $2.2M | 175,097 | Trimmed |
| 16 | Farther Finance Advisors, LLC | $2.0M | 157,252 | Added |
| 17 | Thomas J. Herzfeld Advisors, Inc. | $1.9M | 150,623 | New |
| 18 | Shaker Financial Services, LLC | $1.3M | 103,541 | Trimmed |
| 19 | ICON ADVISERS INC/CO | $1.2M | 97,237 | Hold |
| 20 | RAYMOND JAMES FINANCIAL INC | $1.2M | 95,453 | Trimmed |
| 21 | SIT INVESTMENT ASSOCIATES INC | $1.2M | 92,478 | Trimmed |
| 22 | Curated Wealth Partners LLC | $1.1M | 88,853 | Added |
| 23 | BANK OF AMERICA CORP /DE/ | $1.0M | 80,409 | Trimmed |
| 24 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $778,576 | 61,645 | Added |
| 25 | Royal Bank of Canada | $627,000 | 49,656 | Added |