| 1 | GUGGENHEIM CAPITAL LLC | $40.0M | 3.1M | Added |
| 2 | MORGAN STANLEY | $34.9M | 2.7M | Trimmed |
| 3 | Hennion & Walsh Asset Management, Inc. | $28.3M | 2.2M | Added |
| 4 | WELLS FARGO & COMPANY/MN | $19.7M | 1.5M | Added |
| 5 | UBS Group AG | $18.3M | 1.4M | Trimmed |
| 6 | BANK OF AMERICA CORP /DE/ | $18.1M | 1.4M | Added |
| 7 | RAYMOND JAMES FINANCIAL INC | $17.9M | 1.4M | Added |
| 8 | VAN ECK ASSOCIATES CORP | $13.5M | 1.1M | Added |
| 9 | LPL Financial LLC | $13.4M | 1.0M | Trimmed |
| 10 | Artesa Financial Group, LLC | $13.4M | 1.0M | Trimmed |
| 11 | Advisors Asset Management, Inc. | $8.6M | 675,081 | Trimmed |
| 12 | Cornerstone Advisory, LLC | $7.9M | 619,791 | Trimmed |
| 13 | Congress Park Capital LLC | $7.7M | 598,000 | Added |
| 14 | AMERIPRISE FINANCIAL INC | $6.7M | 525,809 | Added |
| 15 | McGowan Group Asset Management, Inc. | $6.3M | 494,104 | Added |
| 16 | Allianz Asset Management GmbH | $6.0M | 470,900 | Hold |
| 17 | Royal Bank of Canada | $6.0M | 468,779 | Added |
| 18 | Left Brain Wealth Management, LLC | $5.3M | 413,881 | Trimmed |
| 19 | STIFEL FINANCIAL CORP | $5.2M | 407,028 | Added |
| 20 | OSAIC HOLDINGS, INC. | $4.8M | 372,228 | Trimmed |
| 21 | LaSalle St. Investment Advisors, LLC | $4.7M | 367,589 | Trimmed |
| 22 | COMMONWEALTH EQUITY SERVICES, LLC | $4.5M | 349,927 | Trimmed |
| 23 | Kestra Advisory Services, LLC | $4.1M | 320,893 | Added |
| 24 | Palogic Value Management, L.P. | $3.7M | 291,032 | Added |
| 25 | Cetera Investment Advisers | $3.1M | 238,549 | Added |