| 1 | MORGAN STANLEY | $15.7M | 364,745 | Added |
| 2 | BANK OF AMERICA CORP /DE/ | $11.8M | 275,369 | Added |
| 3 | 1607 Capital Partners, LLC | $7.0M | 163,553 | Trimmed |
| 4 | WELLS FARGO & COMPANY/MN | $6.9M | 159,824 | Added |
| 5 | Royal Bank of Canada | $6.7M | 154,876 | Trimmed |
| 6 | Nova R Wealth, Inc. | $6.1M | 140,936 | Trimmed |
| 7 | Karpus Management, Inc. | $6.0M | 140,338 | Trimmed |
| 8 | Invesco Ltd. | $5.6M | 130,083 | Trimmed |
| 9 | LPL Financial LLC | $4.9M | 113,128 | Added |
| 10 | RAYMOND JAMES FINANCIAL INC | $4.7M | 109,811 | Added |
| 11 | UBS Group AG | $4.2M | 96,906 | Trimmed |
| 12 | AMERIPRISE FINANCIAL INC | $3.0M | 70,671 | Added |
| 13 | Cornerstone Advisory, LLC | $2.3M | 54,477 | Added |
| 14 | Cypress Capital Management LLC (WY) | $2.3M | 53,307 | Added |
| 15 | Summit Financial, LLC | $2.2M | 51,920 | Added |
| 16 | NFP Retirement, Inc. | $2.2M | 51,434 | Trimmed |
| 17 | FIRST TRUST ADVISORS LP | $1.2M | 29,063 | Added |
| 18 | COMMONWEALTH EQUITY SERVICES, LLC | $1.2M | 28,981 | Trimmed |
| 19 | Kestra Advisory Services, LLC | $1.2M | 28,940 | Added |
| 20 | Janney Montgomery Scott LLC | $1.2M | 28,198 | Trimmed |
| 21 | OSAIC HOLDINGS, INC. | $1.1M | 25,101 | Added |
| 22 | Cambridge Investment Research Advisors, Inc. | $886,000 | 20,629 | Added |
| 23 | Alessandra Capital Management, LLC | $874,678 | 20,365 | Added |
| 24 | Founders Financial Alliance, LLC | $824,633 | 19,200 | Trimmed |
| 25 | Smith Asset Management Co., LLC | $694,888 | 16,179 | Trimmed |