| 1 | SIT INVESTMENT ASSOCIATES INC | $21.5M | 1.3M | Added |
| 2 | BANK OF AMERICA CORP /DE/ | $4.4M | 261,186 | Trimmed |
| 3 | Hennion & Walsh Asset Management, Inc. | $4.1M | 241,468 | Added |
| 4 | Advisors Asset Management, Inc. | $3.9M | 230,907 | Trimmed |
| 5 | Noble Wealth Management PBC | $3.8M | 225,747 | Added |
| 6 | Sowell Financial Services LLC | $3.5M | 204,611 | Trimmed |
| 7 | LPL Financial LLC | $2.7M | 157,596 | Added |
| 8 | Invesco Ltd. | $2.2M | 129,884 | Added |
| 9 | Smith Asset Management Co., LLC | $2.1M | 124,011 | Trimmed |
| 10 | GUGGENHEIM CAPITAL LLC | $1.7M | 100,671 | Added |
| 11 | MORGAN STANLEY | $1.6M | 97,218 | Added |
| 12 | CEERA INVESTMENTS, LLC | $1.2M | 69,930 | Added |
| 13 | Fiera Capital Corp | $1.2M | 69,761 | Added |
| 14 | Closed-End Fund Advisors, Inc. | $786,306 | 46,527 | Added |
| 15 | Focus Partners Wealth | $732,347 | 43,334 | Added |
| 16 | WELLS FARGO & COMPANY/MN | $715,888 | 42,360 | Trimmed |
| 17 | Baird Financial Group, Inc. | $682,405 | 40,379 | Trimmed |
| 18 | Farther Finance Advisors, LLC | $428,483 | 25,354 | Added |
| 19 | SEAMOUNT FINANCIAL GROUP INC | $351,355 | 20,790 | Hold |
| 20 | OSAIC HOLDINGS, INC. | $329,026 | 19,468 | Added |
| 21 | Mallini Complete Financial Planning LLC | $316,923 | 18,752 | Added |
| 22 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $297,068 | 17,578 | New |
| 23 | RAYMOND JAMES FINANCIAL INC | $283,616 | 16,782 | Added |
| 24 | READYSTATE ASSET MANAGEMENT LP | $260,598 | 15,420 | New |
| 25 | HighTower Advisors, LLC | $247,585 | 14,650 | Hold |