| 1 | MORGAN STANLEY | $12.2M | 863,331 | Trimmed |
| 2 | UBS Group AG | $9.8M | 690,881 | Added |
| 3 | Penserra Capital Management LLC | $8.0M | 561,723 | Added |
| 4 | Pathstone Holdings, LLC | $7.1M | 502,864 | Trimmed |
| 5 | LPL Financial LLC | $6.4M | 451,617 | Added |
| 6 | Advisors Asset Management, Inc. | $3.6M | 255,802 | Added |
| 7 | STIFEL FINANCIAL CORP | $3.2M | 228,667 | Added |
| 8 | Navis Wealth Advisors, LLC | $3.0M | 213,038 | New |
| 9 | Royal Bank of Canada | $2.6M | 185,846 | Trimmed |
| 10 | D.A. DAVIDSON & CO. | $2.1M | 144,737 | Added |
| 11 | Cetera Investment Advisers | $1.7M | 116,910 | Trimmed |
| 12 | FIRST TRUST ADVISORS LP | $1.6M | 116,430 | Added |
| 13 | Hennion & Walsh Asset Management, Inc. | $1.4M | 96,340 | Added |
| 14 | BANK OF AMERICA CORP /DE/ | $1.3M | 90,907 | Added |
| 15 | RAYMOND JAMES FINANCIAL INC | $1.2M | 86,036 | Added |
| 16 | OSAIC HOLDINGS, INC. | $1.2M | 83,518 | Added |
| 17 | Closed-End Fund Advisors, Inc. | $911,994 | 64,361 | Added |
| 18 | Calamos Advisors LLC | $879,263 | 62,051 | Added |
| 19 | Rockefeller Capital Management L.P. | $832,587 | 58,757 | Hold |
| 20 | Cambridge Investment Research Advisors, Inc. | $826,000 | 58,270 | Added |
| 21 | EVOLVE PRIVATE WEALTH, LLC | $775,148 | 54,259 | Trimmed |
| 22 | JPMORGAN CHASE & CO | $742,574 | 53,041 | Added |
| 23 | PMG Family Office LLC | $674,893 | 47,242 | Added |
| 24 | NWF Advisory Services Inc. | $643,476 | 45,411 | Added |
| 25 | HUB Investment Partners, LLC | $631,160 | 44,542 | Added |