| 1 | MORGAN STANLEY | $23.7M | 818,162 | Added |
| 2 | AMERIPRISE FINANCIAL INC | $21.8M | 752,544 | Added |
| 3 | BANK OF AMERICA CORP /DE/ | $14.9M | 512,280 | Added |
| 4 | RAYMOND JAMES FINANCIAL INC | $13.0M | 446,794 | Added |
| 5 | SIT INVESTMENT ASSOCIATES INC | $8.9M | 305,676 | Added |
| 6 | Invesco Ltd. | $8.3M | 284,741 | Added |
| 7 | WELLS FARGO & COMPANY/MN | $7.4M | 255,676 | Added |
| 8 | LPL Financial LLC | $5.0M | 173,052 | Added |
| 9 | NFP Retirement, Inc. | $3.7M | 128,821 | Added |
| 10 | Cambridge Investment Research Advisors, Inc. | $3.2M | 109,289 | Added |
| 11 | Royal Bank of Canada | $2.8M | 97,579 | Trimmed |
| 12 | UBS Group AG | $2.8M | 96,628 | Added |
| 13 | Hennion & Walsh Asset Management, Inc. | $2.7M | 94,120 | Trimmed |
| 14 | OSAIC HOLDINGS, INC. | $2.3M | 79,680 | Trimmed |
| 15 | Cypress Capital Management LLC (WY) | $2.3M | 78,975 | Added |
| 16 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $2.1M | 75,650 | Added |
| 17 | PNC Financial Services Group, Inc. | $1.6M | 54,792 | Added |
| 18 | PURSUIT WEALTH STRATEGIES, LLC | $1.6M | 53,624 | Added |
| 19 | Smith Asset Management Co., LLC | $1.5M | 52,521 | Trimmed |
| 20 | Kestra Advisory Services, LLC | $1.4M | 48,311 | Trimmed |
| 21 | American Institute for Advanced Investment Management, LLP | $1.1M | 38,140 | Added |
| 22 | &PARTNERS | $1.1M | 36,827 | Added |
| 23 | PMG Family Office LLC | $976,796 | 33,671 | Added |
| 24 | COMMONWEALTH EQUITY SERVICES, LLC | $928,700 | 32,013 | Trimmed |
| 25 | Cetera Investment Advisers | $913,286 | 31,482 | Added |