| 1 | PRINCIPAL FINANCIAL GROUP INC | $23.5M | 395,149 | Hold |
| 2 | Catalyst Capital Advisors LLC | $13.2M | 222,098 | Added |
| 3 | Millburn Ridgefield LLC /DE/ | $13.2M | 222,098 | Added |
| 4 | Whitcomb & Hess, Inc. | $13.1M | 221,169 | Added |
| 5 | Avior Wealth Management, LLC | $6.2M | 104,720 | Trimmed |
| 6 | Monument Capital Management | $4.8M | 80,907 | Trimmed |
| 7 | FOUNDERS FINANCIAL SECURITIES LLC | $3.9M | 65,283 | Added |
| 8 | MMA ASSET MANAGEMENT LLC | $3.8M | 64,817 | Trimmed |
| 9 | BENJAMIN EDWARDS INC | $3.2M | 54,519 | Added |
| 10 | INNEALTA CAPITAL, LLC | $2.3M | 39,315 | Hold |
| 11 | GFS Advisors, LLC | $1.5M | 141,277 | Added |
| 12 | Cambridge Investment Research Advisors, Inc. | $1.4M | 22,970 | Added |
| 13 | Providence First Trust Co | $1.1M | 18,563 | Added |
| 14 | Sepio Capital, LP | $869,806 | 14,646 | Added |
| 15 | ENVESTNET ASSET MANAGEMENT INC | $805,591 | 13,564 | Trimmed |
| 16 | Fisher Asset Management, LLC | $781,750 | 13,163 | Trimmed |
| 17 | ES4, LLC | $648,306 | 10,916 | Added |
| 18 | Global Assets Advisory, LLC | $549,399 | 9,334 | Added |
| 19 | Y-Intercept (Hong Kong) Ltd | $537,598 | 9,052 | Trimmed |
| 20 | Cobblestone Asset Management LLC | $504,459 | 8,494 | New |
| 21 | SHAYNE & JACOBS, LLC | $491,690 | 8,279 | Hold |
| 22 | Arrow Investment Advisors, LLC | $446,316 | 7,515 | Trimmed |
| 23 | BFI Infinity Ltd. | $363,764 | 6,125 | Hold |
| 24 | Kaizen Financial Strategies | $359,717 | 6,100 | Hold |
| 25 | Cyndeo Wealth Partners, LLC | $349,655 | 5,887 | Trimmed |