| 1 | MORGAN STANLEY | $53.0M | 5.1M | Added |
| 2 | McGowan Group Asset Management, Inc. | $38.3M | 3.7M | Trimmed |
| 3 | Pathstone Holdings, LLC | $16.3M | 1.6M | Added |
| 4 | Royal Bank of Canada | $14.5M | 1.4M | Added |
| 5 | Invesco Ltd. | $11.0M | 1.1M | Trimmed |
| 6 | WELLS FARGO & COMPANY/MN | $8.2M | 792,742 | Trimmed |
| 7 | LPL Financial LLC | $7.6M | 742,640 | Trimmed |
| 8 | RAYMOND JAMES FINANCIAL INC | $7.1M | 685,500 | Added |
| 9 | Logan Stone Capital, LLC | $6.8M | 657,204 | Added |
| 10 | BANK OF AMERICA CORP /DE/ | $6.1M | 591,659 | Trimmed |
| 11 | Smith Asset Management Co., LLC | $4.0M | 386,580 | Trimmed |
| 12 | Uncommon Cents Investing LLC | $3.9M | 375,870 | Added |
| 13 | JONES FINANCIAL COMPANIES LLLP | $3.8M | 370,695 | Added |
| 14 | FLAGSHIP HARBOR ADVISORS, LLC | $3.4M | 331,248 | Added |
| 15 | Shaker Financial Services, LLC | $3.0M | 286,994 | Added |
| 16 | WOLVERINE ASSET MANAGEMENT LLC | $2.9M | 280,831 | Trimmed |
| 17 | Thrivent Financial for Lutherans | $2.5M | 238,168 | Hold |
| 18 | LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | $2.4M | 233,019 | New |
| 19 | Hennion & Walsh Asset Management, Inc. | $2.2M | 210,755 | Added |
| 20 | Fiera Capital Corp | $2.0M | 194,368 | Added |
| 21 | INDEPENDENT FINANCIAL GROUP, LLC | $1.9M | 181,258 | Trimmed |
| 22 | Cetera Investment Advisers | $1.7M | 165,467 | Added |
| 23 | COMMONWEALTH EQUITY SERVICES, LLC | $1.6M | 154,791 | Added |
| 24 | OSAIC HOLDINGS, INC. | $1.6M | 153,427 | Added |
| 25 | Independent Wealth Network Inc. | $1.6M | 152,398 | Added |