| 1 | MORGAN STANLEY | $15.3M | 1.3M | Added |
| 2 | Mission Hills Financial Advisory, LLC | $14.5M | 1.2M | Trimmed |
| 3 | GUGGENHEIM CAPITAL LLC | $13.4M | 1.1M | Trimmed |
| 4 | LPL Financial LLC | $8.8M | 734,767 | Added |
| 5 | GHE, LLC | $8.1M | 678,497 | Added |
| 6 | WELLS FARGO & COMPANY/MN | $6.9M | 579,370 | Added |
| 7 | Invesco Ltd. | $6.2M | 516,606 | Added |
| 8 | PRINCIPAL SECURITIES, INC. | $5.9M | 490,377 | Added |
| 9 | RIVERNORTH CAPITAL MANAGEMENT, LLC | $5.1M | 428,965 | Added |
| 10 | Elevated Capital Advisors, LLC | $4.9M | 411,339 | Added |
| 11 | Noble Wealth Management PBC | $4.2M | 349,637 | Added |
| 12 | BANK OF AMERICA CORP /DE/ | $3.3M | 279,038 | Added |
| 13 | INSIGNEO ADVISORY SERVICES, LLC | $3.1M | 256,359 | Added |
| 14 | Smith Asset Management Co., LLC | $2.9M | 242,388 | Trimmed |
| 15 | Cetera Investment Advisers | $2.6M | 219,714 | Added |
| 16 | Prospera Financial Services Inc | $2.5M | 205,916 | Added |
| 17 | AG Asset Advisory, LLC | $2.1M | 177,270 | Added |
| 18 | Venture Visionary Partners LLC | $2.1M | 173,373 | Hold |
| 19 | ENVESTNET ASSET MANAGEMENT INC | $2.1M | 173,021 | Added |
| 20 | OSAIC HOLDINGS, INC. | $2.0M | 171,246 | Trimmed |
| 21 | COMMONWEALTH EQUITY SERVICES, LLC | $1.9M | 160,192 | Trimmed |
| 22 | NorthRock Partners, LLC | $1.7M | 145,358 | Added |
| 23 | Astoria Portfolio Advisors LLC. | $1.5M | 129,436 | Added |
| 24 | Kestra Advisory Services, LLC | $1.4M | 114,029 | Trimmed |
| 25 | Vision Retirement, LLC | $1.1M | 94,183 | Trimmed |