| 1 | MORGAN STANLEY | $43.1M | 4.4M | Trimmed |
| 2 | Penserra Capital Management LLC | $17.1M | 1.8M | Added |
| 3 | GUGGENHEIM CAPITAL LLC | $13.2M | 1.4M | Trimmed |
| 4 | LPL Financial LLC | $6.8M | 696,289 | Trimmed |
| 5 | OAK HILL ADVISORS LP | $5.6M | 578,922 | Hold |
| 6 | Invesco Ltd. | $5.4M | 554,585 | Trimmed |
| 7 | BANK OF AMERICA CORP /DE/ | $5.4M | 552,605 | Added |
| 8 | Elevated Capital Advisors, LLC | $4.5M | 462,634 | Added |
| 9 | GREENUP STREET WEALTH MANAGEMENT LLC | $3.8M | 396,179 | Added |
| 10 | AMERIPRISE FINANCIAL INC | $3.8M | 390,627 | Trimmed |
| 11 | Advisors Asset Management, Inc. | $3.4M | 351,476 | Trimmed |
| 12 | Strategic Wealth Partners, Ltd. | $3.2M | 329,048 | Hold |
| 13 | GraniteShares Advisors LLC | $2.6M | 272,252 | Added |
| 14 | WELLS FARGO & COMPANY/MN | $2.2M | 226,492 | Trimmed |
| 15 | RAYMOND JAMES FINANCIAL INC | $2.2M | 221,746 | Trimmed |
| 16 | Smith Asset Management Co., LLC | $1.9M | 194,122 | Trimmed |
| 17 | Bison Wealth, LLC | $1.8M | 186,989 | Added |
| 18 | PMG Family Office LLC | $1.6M | 168,146 | Added |
| 19 | Royal Bank of Canada | $1.3M | 131,908 | Added |
| 20 | UBS Group AG | $1.1M | 118,215 | Trimmed |
| 21 | Cetera Investment Advisers | $1.1M | 116,699 | Added |
| 22 | Whipplewood Advisors, LLC | $959,631 | 98,931 | Trimmed |
| 23 | NewEdge Advisors, LLC | $829,365 | 85,502 | Trimmed |
| 24 | Ethos Financial Group, LLC | $816,284 | 84,153 | Trimmed |
| 25 | COMMONWEALTH EQUITY SERVICES, LLC | $727,990 | 75,051 | Trimmed |