| 1 | MORGAN STANLEY | $13.3M | 981,247 | Added |
| 2 | SIT INVESTMENT ASSOCIATES INC | $13.3M | 978,911 | Hold |
| 3 | RIVERNORTH CAPITAL MANAGEMENT, LLC | $6.3M | 462,511 | Trimmed |
| 4 | RAYMOND JAMES FINANCIAL INC | $4.9M | 364,251 | Trimmed |
| 5 | Penserra Capital Management LLC | $4.6M | 341,707 | Added |
| 6 | LPL Financial LLC | $3.6M | 262,516 | Added |
| 7 | WELLS FARGO & COMPANY/MN | $3.2M | 238,151 | Added |
| 8 | OPPENHEIMER & CO INC | $3.1M | 225,511 | Added |
| 9 | Advisors Asset Management, Inc. | $2.6M | 192,539 | Trimmed |
| 10 | Closed-End Fund Advisors, Inc. | $1.9M | 138,277 | Trimmed |
| 11 | UBS Group AG | $1.8M | 130,957 | Trimmed |
| 12 | Shaker Financial Services, LLC | $1.7M | 123,958 | Trimmed |
| 13 | OSAIC HOLDINGS, INC. | $1.3M | 93,796 | Added |
| 14 | TrueMark Investments, LLC | $1.2M | 84,876 | Added |
| 15 | Janney Montgomery Scott LLC | $1.1M | 83,904 | Added |
| 16 | STIFEL FINANCIAL CORP | $1.1M | 79,045 | Added |
| 17 | EVOLVE PRIVATE WEALTH, LLC | $931,255 | 68,626 | Added |
| 18 | STEPHENS INC /AR/ | $866,987 | 63,890 | Added |
| 19 | Private Advisor Group, LLC | $843,376 | 62,150 | Added |
| 20 | Royal Bank of Canada | $793,000 | 58,471 | Added |
| 21 | INTEGRITY WEALTH ADVISORS, INC. | $774,277 | 57,058 | Added |
| 22 | Kestra Advisory Services, LLC | $753,307 | 55,513 | Trimmed |
| 23 | Concurrent Investment Advisors, LLC | $703,733 | 51,859 | Added |
| 24 | READYSTATE ASSET MANAGEMENT LP | $678,622 | 50,009 | Added |
| 25 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $621,913 | 45,830 | Added |