| 1 | MORGAN STANLEY | $6.3M | 464,707 | Added |
| 2 | Advisors Asset Management, Inc. | $3.3M | 240,943 | Added |
| 3 | LPL Financial LLC | $2.9M | 212,238 | Added |
| 4 | Shaker Financial Services, LLC | $2.4M | 177,106 | Trimmed |
| 5 | PRINCIPAL SECURITIES, INC. | $2.4M | 176,675 | Added |
| 6 | ENVESTNET ASSET MANAGEMENT INC | $2.3M | 166,026 | Added |
| 7 | Integrated Wealth Concepts LLC | $2.2M | 158,585 | Trimmed |
| 8 | GUGGENHEIM CAPITAL LLC | $1.3M | 92,824 | Trimmed |
| 9 | UBS Group AG | $991,661 | 72,596 | Trimmed |
| 10 | WOLVERINE ASSET MANAGEMENT LLC | $834,216 | 61,070 | Trimmed |
| 11 | COHEN & STEERS, INC. | $778,000 | 56,975 | Trimmed |
| 12 | Brookstone Capital Management | $716,944 | 52,485 | Added |
| 13 | Advisory Solutions Group, LLC | $715,524 | 52,381 | New |
| 14 | HARBOUR INVESTMENTS, INC. | $655,953 | 48,020 | Hold |
| 15 | PMG Family Office LLC | $638,742 | 46,760 | Added |
| 16 | Invesco Ltd. | $598,431 | 43,809 | Trimmed |
| 17 | BANK OF AMERICA CORP /DE/ | $598,008 | 43,778 | Added |
| 18 | Royal Bank of Canada | $321,000 | 23,508 | Trimmed |
| 19 | OSAIC HOLDINGS, INC. | $319,594 | 23,395 | Trimmed |
| 20 | STIFEL FINANCIAL CORP | $313,404 | 22,944 | Added |
| 21 | Gilliland Jeter Wealth Management LLC | $281,068 | 20,576 | Hold |
| 22 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $278,924 | 20,419 | Added |
| 23 | Kestra Advisory Services, LLC | $230,180 | 16,851 | Trimmed |
| 24 | Logan Stone Capital, LLC | $216,388 | 15,841 | Trimmed |
| 25 | Retirement Planning Group, LLC | $214,189 | 15,680 | Trimmed |