| 1 | MORGAN STANLEY | $3.5M | 229,113 | Trimmed |
| 2 | ROBINSON CAPITAL MANAGEMENT, LLC | $2.2M | 143,791 | Trimmed |
| 3 | WELLS FARGO & COMPANY/MN | $2.2M | 142,960 | Trimmed |
| 4 | GUGGENHEIM CAPITAL LLC | $2.2M | 140,755 | Added |
| 5 | Rockefeller Capital Management L.P. | $1.5M | 96,200 | Trimmed |
| 6 | Royal Bank of Canada | $1.4M | 87,333 | Trimmed |
| 7 | UBS Group AG | $1.3M | 84,326 | Trimmed |
| 8 | Gateway Wealth Partners, LLC | $823,181 | 53,143 | Trimmed |
| 9 | ENVESTNET ASSET MANAGEMENT INC | $741,354 | 47,860 | Added |
| 10 | OSAIC HOLDINGS, INC. | $730,107 | 47,135 | Added |
| 11 | Concurrent Investment Advisors, LLC | $636,949 | 41,120 | Hold |
| 12 | LPL Financial LLC | $631,682 | 40,780 | Added |
| 13 | BANK OF AMERICA CORP /DE/ | $628,921 | 40,602 | Added |
| 14 | Cypress Wealth Services, LLC | $503,425 | 32,500 | Hold |
| 15 | Noble Wealth Management PBC | $433,832 | 28,007 | Trimmed |
| 16 | Plancorp, LLC | $330,151 | 21,069 | Hold |
| 17 | River Street Advisors LLC | $318,986 | 20,593 | Hold |
| 18 | Apollon Wealth Management, LLC | $302,597 | 19,535 | Hold |
| 19 | STIFEL FINANCIAL CORP | $197,756 | 12,767 | Trimmed |
| 20 | RAYMOND JAMES FINANCIAL INC | $187,243 | 12,088 | Hold |
| 21 | Clear Street Group Inc. | $67,428 | 4,353 | New |
| 22 | Ritter Daniher Financial Advisory LLC / DE | $7,003 | 452 | Added |
| 23 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $4,608 | 295 | New |
| 24 | HIGHLINE WEALTH PARTNERS LLC | $3,873 | 250 | Hold |
| 25 | Janney Montgomery Scott LLC | $0 | 0 | Exited |