| 1 | UBS Group AG | $19.6M | 1.4M | Trimmed |
| 2 | GUGGENHEIM CAPITAL LLC | $16.6M | 1.2M | Trimmed |
| 3 | STEPHENS INC /AR/ | $9.7M | 676,632 | Added |
| 4 | Hennion & Walsh Asset Management, Inc. | $9.6M | 668,196 | Trimmed |
| 5 | MORGAN STANLEY | $8.2M | 575,151 | Added |
| 6 | BANK OF AMERICA CORP /DE/ | $6.9M | 484,228 | Trimmed |
| 7 | WELLS FARGO & COMPANY/MN | $5.7M | 396,676 | Added |
| 8 | Cambridge Investment Research Advisors, Inc. | $5.7M | 395,696 | Trimmed |
| 9 | JONES FINANCIAL COMPANIES LLLP | $5.6M | 389,678 | Added |
| 10 | VAN ECK ASSOCIATES CORP | $5.3M | 367,456 | Trimmed |
| 11 | RAYMOND JAMES FINANCIAL INC | $4.9M | 340,703 | Added |
| 12 | LPL Financial LLC | $4.1M | 287,254 | Added |
| 13 | Prospera Financial Services Inc | $3.0M | 209,878 | Added |
| 14 | Royal Bank of Canada | $2.1M | 145,694 | Trimmed |
| 15 | AMERIPRISE FINANCIAL INC | $1.8M | 126,102 | Added |
| 16 | Stratos Wealth Partners, LTD. | $1.7M | 115,433 | Added |
| 17 | COMMONWEALTH EQUITY SERVICES, LLC | $1.5M | 103,278 | Trimmed |
| 18 | Capital Advisors Wealth Management, LLC | $1.4M | 100,310 | Trimmed |
| 19 | MELFA WEALTH MANAGEMENT, INC. | $1.4M | 97,604 | Trimmed |
| 20 | OSAIC HOLDINGS, INC. | $1.3M | 90,961 | Added |
| 21 | Cascade Financial Partners, LLC | $901,902 | 63,026 | New |
| 22 | AdvisorNet Financial, Inc | $792,273 | 55,365 | Trimmed |
| 23 | ACCESS FINANCIAL SERVICES, INC. | $775,473 | 54,191 | Trimmed |
| 24 | McMillan Office, Inc. | $744,120 | 52,000 | Hold |
| 25 | Breakwater Capital Group | $720,322 | 50,337 | Added |