| 1 | MORGAN STANLEY | $39.2M | 3.1M | Added |
| 2 | WELLS FARGO & COMPANY/MN | $28.0M | 2.2M | Added |
| 3 | GUGGENHEIM CAPITAL LLC | $27.7M | 2.2M | Added |
| 4 | UBS Group AG | $25.5M | 2.0M | Trimmed |
| 5 | BANK OF AMERICA CORP /DE/ | $24.4M | 1.9M | Trimmed |
| 6 | Hennion & Walsh Asset Management, Inc. | $20.4M | 1.6M | Added |
| 7 | RAYMOND JAMES FINANCIAL INC | $14.8M | 1.2M | Added |
| 8 | Royal Bank of Canada | $13.8M | 1.1M | Added |
| 9 | LPL Financial LLC | $13.7M | 1.1M | Added |
| 10 | Melone Private Wealth, LLC | $12.3M | 972,837 | Added |
| 11 | VAN ECK ASSOCIATES CORP | $12.0M | 949,535 | Added |
| 12 | STIFEL FINANCIAL CORP | $9.1M | 720,508 | Added |
| 13 | Advisors Asset Management, Inc. | $8.6M | 680,478 | Trimmed |
| 14 | Cetera Investment Advisers | $7.4M | 587,505 | Added |
| 15 | McGowan Group Asset Management, Inc. | $6.0M | 469,795 | Added |
| 16 | Allianz Asset Management GmbH | $5.9M | 462,380 | Hold |
| 17 | Kestra Advisory Services, LLC | $5.6M | 439,598 | Added |
| 18 | Congress Park Capital LLC | $5.5M | 437,500 | Hold |
| 19 | Rockefeller Capital Management L.P. | $5.2M | 413,937 | Added |
| 20 | LAKE STREET PRIVATE WEALTH, LLC | $5.1M | 404,250 | Added |
| 21 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $4.6M | 364,448 | Trimmed |
| 22 | GREATMARK INVESTMENT PARTNERS, INC. | $4.0M | 316,300 | Hold |
| 23 | Edgemoor Investment Advisors, Inc. | $3.9M | 303,993 | Added |
| 24 | TRUIST FINANCIAL CORP | $3.8M | 300,981 | Added |
| 25 | Cambridge Investment Research Advisors, Inc. | $3.7M | 293,083 | Added |