| 1 | 1607 Capital Partners, LLC | $6.0M | 635,777 | Trimmed |
| 2 | MORGAN STANLEY | $5.8M | 610,893 | Trimmed |
| 3 | Tortoise Investment Management, LLC | $5.4M | 570,254 | Trimmed |
| 4 | JONES FINANCIAL COMPANIES LLLP | $4.3M | 460,466 | Added |
| 5 | GUGGENHEIM CAPITAL LLC | $2.8M | 292,061 | Trimmed |
| 6 | Hennion & Walsh Asset Management, Inc. | $2.6M | 272,447 | Trimmed |
| 7 | Blake Schutter Theil Wealth Advisors, LLC | $1.9M | 200,058 | Added |
| 8 | Whipplewood Advisors, LLC | $1.4M | 151,035 | Trimmed |
| 9 | UBS Group AG | $1.4M | 143,892 | Added |
| 10 | BANK OF AMERICA CORP /DE/ | $1.3M | 140,908 | Trimmed |
| 11 | CROBAN | $1.3M | 137,873 | Added |
| 12 | Royal Bank of Canada | $1.1M | 114,792 | Added |
| 13 | UHLMANN PRICE SECURITIES, LLC | $955,408 | 101,423 | Added |
| 14 | Baird Financial Group, Inc. | $732,819 | 77,794 | Trimmed |
| 15 | STIFEL FINANCIAL CORP | $695,929 | 73,878 | Added |
| 16 | WELLS FARGO & COMPANY/MN | $537,697 | 57,080 | Trimmed |
| 17 | SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | $469,907 | 49,884 | Added |
| 18 | STEPHENS INC /AR/ | $414,480 | 44,000 | Added |
| 19 | RAYMOND JAMES FINANCIAL INC | $389,895 | 41,390 | Added |
| 20 | LPL Financial LLC | $335,522 | 35,618 | Trimmed |
| 21 | Dorsey & Whitney Trust CO LLC | $323,577 | 34,350 | Hold |
| 22 | ENVESTNET ASSET MANAGEMENT INC | $298,539 | 31,692 | Added |
| 23 | OSAIC HOLDINGS, INC. | $284,718 | 30,225 | Trimmed |
| 24 | Hilltop Holdings Inc. | $283,333 | 30,078 | Added |
| 25 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $267,575 | 28,405 | Trimmed |