| 1 | Annex Advisory Services, LLC | $85.7M | 3.2M | Added |
| 2 | RAYMOND JAMES FINANCIAL INC | $43.5M | 1.6M | Added |
| 3 | HighTower Advisors, LLC | $42.8M | 1.6M | Added |
| 4 | AMERIPRISE FINANCIAL INC | $35.7M | 1.3M | Added |
| 5 | STATE OF WISCONSIN INVESTMENT BOARD | $35.6M | 1.3M | Hold |
| 6 | BANK OF AMERICA CORP /DE/ | $27.0M | 1.0M | Trimmed |
| 7 | MORGAN STANLEY | $22.2M | 824,277 | Trimmed |
| 8 | WELLS FARGO & COMPANY/MN | $21.3M | 791,031 | Added |
| 9 | ENVESTNET ASSET MANAGEMENT INC | $18.2M | 676,858 | Added |
| 10 | GOULD ASSET MANAGEMENT LLC /CA/ | $18.0M | 668,113 | Added |
| 11 | SUMITOMO MITSUI FINANCIAL GROUP, INC. | $17.8M | 659,038 | Added |
| 12 | PNC Financial Services Group, Inc. | $16.1M | 596,314 | Trimmed |
| 13 | CONNING INC. | $13.2M | 490,000 | Hold |
| 14 | BANK OF MONTREAL /CAN/ | $12.5M | 463,578 | Trimmed |
| 15 | Kingsview Wealth Management, LLC | $12.0M | 444,273 | Trimmed |
| 16 | RATIONAL ADVISORS, INC. | $11.6M | 431,756 | Added |
| 17 | Tortoise Investment Management, LLC | $11.6M | 428,478 | Added |
| 18 | LPL Financial LLC | $11.4M | 421,001 | Trimmed |
| 19 | UBS Group AG | $11.1M | 410,823 | Trimmed |
| 20 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $9.1M | 337,597 | Added |
| 21 | Maltin Wealth Management, Inc. | $7.8M | 290,214 | Added |
| 22 | GUGGENHEIM CAPITAL LLC | $7.8M | 288,605 | Added |
| 23 | Elevation Capital Advisory, LLC | $7.7M | 286,444 | New |
| 24 | NewEdge Wealth, LLC | $6.9M | 257,158 | Added |
| 25 | Bank of New York Mellon Corp | $6.7M | 248,446 | Trimmed |