| 1 | LPL Financial LLC | $19.9M | 1.5M | Added |
| 2 | BANK OF AMERICA CORP /DE/ | $17.2M | 1.3M | Added |
| 3 | WELLS FARGO & COMPANY/MN | $17.1M | 1.3M | Trimmed |
| 4 | MORGAN STANLEY | $14.9M | 1.1M | Added |
| 5 | GUGGENHEIM CAPITAL LLC | $10.8M | 795,623 | Added |
| 6 | Advisors Asset Management, Inc. | $7.8M | 573,420 | Added |
| 7 | COHEN & STEERS, INC. | $7.4M | 542,484 | Added |
| 8 | Pacific Wealth Strategies Group, Inc. | $6.0M | 441,823 | Trimmed |
| 9 | RAYMOND JAMES FINANCIAL INC | $4.9M | 359,069 | Added |
| 10 | ENVESTNET ASSET MANAGEMENT INC | $4.3M | 317,109 | Added |
| 11 | GREATMARK INVESTMENT PARTNERS, INC. | $4.1M | 300,632 | Added |
| 12 | Thomas J. Herzfeld Advisors, Inc. | $3.3M | 245,638 | New |
| 13 | Royal Bank of Canada | $3.2M | 237,019 | Added |
| 14 | OSAIC HOLDINGS, INC. | $3.0M | 221,918 | Trimmed |
| 15 | Morse Asset Management, Inc | $3.0M | 221,656 | Added |
| 16 | DUMONT & BLAKE INVESTMENT ADVISORS LLC | $2.9M | 212,775 | Trimmed |
| 17 | Corient Private Wealth LLC | $2.3M | 170,928 | Hold |
| 18 | COMMONWEALTH EQUITY SERVICES, LLC | $2.3M | 166,540 | Added |
| 19 | Cambridge Investment Research Advisors, Inc. | $2.1M | 157,257 | Added |
| 20 | Shaker Financial Services, LLC | $2.1M | 157,254 | Added |
| 21 | Cetera Investment Advisers | $2.1M | 151,512 | Added |
| 22 | Baird Financial Group, Inc. | $2.1M | 151,082 | Added |
| 23 | UBS Group AG | $1.9M | 137,942 | Trimmed |
| 24 | Janney Montgomery Scott LLC | $1.6M | 120,210 | Added |
| 25 | AMERIPRISE FINANCIAL INC | $1.6M | 119,235 | Added |