| 1 | MORGAN STANLEY | $115.6M | 9.8M | Trimmed |
| 2 | RAYMOND JAMES FINANCIAL INC | $42.2M | 3.6M | Added |
| 3 | GUGGENHEIM CAPITAL LLC | $39.7M | 3.4M | Added |
| 4 | WELLS FARGO & COMPANY/MN | $34.1M | 2.9M | Added |
| 5 | UBS Group AG | $19.2M | 1.6M | Trimmed |
| 6 | Hennion & Walsh Asset Management, Inc. | $18.9M | 1.6M | Trimmed |
| 7 | LPL Financial LLC | $17.3M | 1.5M | Added |
| 8 | VAN ECK ASSOCIATES CORP | $16.6M | 1.4M | Added |
| 9 | McGowan Group Asset Management, Inc. | $16.6M | 1.4M | Trimmed |
| 10 | BANK OF AMERICA CORP /DE/ | $16.3M | 1.4M | Trimmed |
| 11 | Royal Bank of Canada | $14.7M | 1.3M | Trimmed |
| 12 | STIFEL FINANCIAL CORP | $13.2M | 1.1M | Added |
| 13 | HighTower Advisors, LLC | $12.8M | 1.1M | Added |
| 14 | Melone Private Wealth, LLC | $10.1M | 862,704 | Added |
| 15 | Congress Park Capital LLC | $10.0M | 850,000 | Hold |
| 16 | Eagle Bluffs Wealth Management LLC | $8.6M | 732,015 | Added |
| 17 | OSAIC HOLDINGS, INC. | $8.1M | 694,032 | Added |
| 18 | BYRNE FINANCIAL FREEDOM, LLC | $7.4M | 628,111 | Trimmed |
| 19 | Cetera Investment Advisers | $6.8M | 582,857 | Added |
| 20 | COMMONWEALTH EQUITY SERVICES, LLC | $6.8M | 579,186 | Trimmed |
| 21 | Kestra Advisory Services, LLC | $6.3M | 539,031 | Added |
| 22 | AMERIPRISE FINANCIAL INC | $5.7M | 487,086 | Added |
| 23 | Cresta Advisors, Ltd. | $5.3M | 455,647 | Added |
| 24 | Palogic Value Management, L.P. | $4.5M | 380,871 | Added |
| 25 | Rockefeller Capital Management L.P. | $4.3M | 367,537 | Trimmed |