| 1 | RAYMOND JAMES FINANCIAL INC | $7.5M | 422,877 | Added |
| 2 | 1607 Capital Partners, LLC | $7.4M | 422,771 | Trimmed |
| 3 | JONES FINANCIAL COMPANIES LLLP | $7.0M | 394,764 | Added |
| 4 | GUGGENHEIM CAPITAL LLC | $4.9M | 277,266 | Trimmed |
| 5 | Hennion & Walsh Asset Management, Inc. | $4.4M | 249,178 | Added |
| 6 | UBS Group AG | $3.4M | 190,620 | Added |
| 7 | LPL Financial LLC | $2.4M | 133,465 | Added |
| 8 | VAN ECK ASSOCIATES CORP | $2.3M | 130,733 | Added |
| 9 | MORGAN STANLEY | $2.3M | 129,438 | Added |
| 10 | ROBINSON CAPITAL MANAGEMENT, LLC | $2.0M | 108,458 | Added |
| 11 | Royal Bank of Canada | $1.7M | 98,914 | Trimmed |
| 12 | Wakefield Asset Management LLLP | $1.7M | 95,845 | Added |
| 13 | Invesco Ltd. | $1.5M | 82,647 | Trimmed |
| 14 | MELFA WEALTH MANAGEMENT, INC. | $1.3M | 74,197 | Trimmed |
| 15 | BANK OF AMERICA CORP /DE/ | $1.3M | 71,238 | Trimmed |
| 16 | Allspring Global Investments Holdings, LLC | $990,015 | 56,187 | Hold |
| 17 | Fiera Capital Corp | $989,240 | 56,143 | Trimmed |
| 18 | AMERIPRISE FINANCIAL INC | $726,305 | 41,220 | Added |
| 19 | Formidable Asset Management, LLC | $705,053 | 41,183 | Trimmed |
| 20 | Ackerman Capital Advisors, LLC | $520,019 | 29,513 | Trimmed |
| 21 | WELLS FARGO & COMPANY/MN | $510,974 | 29,000 | Trimmed |
| 22 | Regal Investment Advisors LLC | $502,717 | 28,531 | Trimmed |
| 23 | Baird Financial Group, Inc. | $491,034 | 27,868 | Added |
| 24 | Legacy Financial Strategies, LLC | $487,792 | 27,684 | Trimmed |
| 25 | COMMONWEALTH EQUITY SERVICES, LLC | $471,480 | 26,758 | Added |