| 1 | GUGGENHEIM CAPITAL LLC | $6.7M | 419,732 | Added |
| 2 | UBS Group AG | $6.0M | 378,633 | Added |
| 3 | Janney Montgomery Scott LLC | $4.6M | 290,258 | Added |
| 4 | Axim Planning & Wealth | $3.9M | 245,354 | Trimmed |
| 5 | MORGAN STANLEY | $2.8M | 175,326 | Trimmed |
| 6 | COHEN & STEERS, INC. | $2.7M | 172,487 | Hold |
| 7 | Invesco Ltd. | $2.3M | 147,402 | Trimmed |
| 8 | J.W. COLE ADVISORS, INC. | $2.0M | 124,316 | New |
| 9 | LPL Financial LLC | $1.4M | 88,783 | Trimmed |
| 10 | WELLS FARGO & COMPANY/MN | $1.4M | 85,467 | Added |
| 11 | Kestra Advisory Services, LLC | $1.1M | 67,469 | Trimmed |
| 12 | Everstar Asset Management, LLC | $884,911 | 55,760 | Hold |
| 13 | OSAIC HOLDINGS, INC. | $860,546 | 54,223 | Added |
| 14 | BANK OF AMERICA CORP /DE/ | $807,438 | 50,878 | Added |
| 15 | COMMONWEALTH EQUITY SERVICES, LLC | $501,490 | 31,600 | Trimmed |
| 16 | Royal Bank of Canada | $477,000 | 30,040 | Added |
| 17 | Cetera Investment Advisers | $464,757 | 29,285 | Trimmed |
| 18 | RAYMOND JAMES FINANCIAL INC | $414,017 | 26,088 | Added |
| 19 | Ameritas Advisory Services, LLC | $384,102 | 24,203 | New |
| 20 | WEDBUSH SECURITIES INC | $374,000 | 23,570 | Trimmed |
| 21 | Kapstone Financial Advisors LLC | $329,191 | 20,743 | Added |
| 22 | Koshinski Asset Management, Inc. | $320,858 | 20,218 | Trimmed |
| 23 | Vanguard Capital Wealth Advisors | $317,400 | 20,000 | Added |
| 24 | NewEdge Advisors, LLC | $284,206 | 17,908 | Trimmed |
| 25 | Arlington Capital Management, Inc. | $254,634 | 16,045 | New |