| 1 | MORGAN STANLEY | $52.5M | 4.2M | Trimmed |
| 2 | WELLS FARGO & COMPANY/MN | $12.9M | 1.0M | Added |
| 3 | UBS Group AG | $8.0M | 639,223 | Trimmed |
| 4 | GUGGENHEIM CAPITAL LLC | $7.9M | 628,518 | Trimmed |
| 5 | COHEN & STEERS, INC. | $4.7M | 371,801 | Hold |
| 6 | Invesco Ltd. | $4.1M | 325,899 | Added |
| 7 | RAYMOND JAMES FINANCIAL INC | $3.8M | 302,904 | Added |
| 8 | Venture Visionary Partners LLC | $3.8M | 300,917 | Added |
| 9 | BANK OF AMERICA CORP /DE/ | $3.2M | 255,348 | Trimmed |
| 10 | Royal Bank of Canada | $2.3M | 181,162 | Added |
| 11 | Blue Zone Wealth Advisors, LLC | $2.2M | 173,341 | Trimmed |
| 12 | ENVESTNET ASSET MANAGEMENT INC | $2.1M | 165,533 | Added |
| 13 | PRINCIPAL SECURITIES, INC. | $2.0M | 157,680 | Trimmed |
| 14 | Baird Financial Group, Inc. | $1.9M | 150,596 | Added |
| 15 | Fiera Capital Corp | $1.8M | 146,436 | Trimmed |
| 16 | LPL Financial LLC | $1.7M | 136,131 | Trimmed |
| 17 | OSAIC HOLDINGS, INC. | $1.7M | 135,137 | Added |
| 18 | Ethos Financial Group, LLC | $1.7M | 120,088 | Hold |
| 19 | Jefferies Financial Group Inc. | $1.6M | 129,403 | Trimmed |
| 20 | Capital Investment Advisors, LLC | $1.6M | 123,773 | Trimmed |
| 21 | Shaker Financial Services, LLC | $1.4M | 112,763 | New |
| 22 | WOLVERINE ASSET MANAGEMENT LLC | $1.2M | 94,077 | Added |
| 23 | Lido Advisors, LLC | $881,866 | 70,045 | Added |
| 24 | Peregrine Asset Advisers, Inc. | $736,767 | 58,520 | Hold |
| 25 | Smith Asset Management Co., LLC | $693,268 | 55,065 | Added |