| 1 | MORGAN STANLEY | $49.6M | 1.3M | Added |
| 2 | WELLS FARGO & COMPANY/MN | $25.5M | 646,729 | Trimmed |
| 3 | Z3 Capital Partners, LLC | $16.2M | 411,393 | Added |
| 4 | Royal Bank of Canada | $10.7M | 270,289 | Added |
| 5 | Janney Montgomery Scott LLC | $7.0M | 177,451 | Trimmed |
| 6 | RAYMOND JAMES FINANCIAL INC | $6.8M | 172,704 | Trimmed |
| 7 | LPL Financial LLC | $5.1M | 130,039 | Added |
| 8 | STIFEL FINANCIAL CORP | $3.9M | 99,302 | Trimmed |
| 9 | FCA CORP /TX | $3.8M | 95,444 | Added |
| 10 | NORTH STAR ASSET MANAGEMENT INC | $2.7M | 67,641 | Trimmed |
| 11 | Alessandra Capital Management, LLC | $2.4M | 61,315 | Trimmed |
| 12 | Steward Partners Investment Advisory, LLC | $2.2M | 56,961 | Added |
| 13 | 1607 Capital Partners, LLC | $2.2M | 56,187 | New |
| 14 | Cambridge Investment Research Advisors, Inc. | $2.0M | 51,248 | Added |
| 15 | BANK OF AMERICA CORP /DE/ | $1.8M | 46,684 | Added |
| 16 | UBS Group AG | $1.7M | 43,824 | Trimmed |
| 17 | CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | $1.6M | 41,092 | Added |
| 18 | Gilliland Jeter Wealth Management LLC | $1.5M | 37,494 | Added |
| 19 | AMERIPRISE FINANCIAL INC | $1.4M | 35,323 | Added |
| 20 | Chancellor Financial Group WB LP | $1.2M | 31,366 | Added |
| 21 | Advisory Advocates, LLC | $1.2M | 30,800 | Added |
| 22 | OPPENHEIMER & CO INC | $1.1M | 28,082 | Added |
| 23 | Private Advisor Group, LLC | $1.1M | 26,708 | Added |
| 24 | HighTower Advisors, LLC | $1.0M | 25,390 | Added |
| 25 | Shaker Financial Services, LLC | $897,003 | 22,755 | New |