| 1 | Focus Partners Wealth | $16.8M | 1.2M | Trimmed |
| 2 | Shaker Financial Services, LLC | $9.0M | 664,992 | Added |
| 3 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $4.8M | 356,979 | Added |
| 4 | CSS LLC/IL | $1.7M | 122,529 | Added |
| 5 | SCOTIA CAPITAL INC. | $1.5M | 108,784 | Trimmed |
| 6 | Advisors Asset Management, Inc. | $1.4M | 106,335 | Trimmed |
| 7 | MORGAN STANLEY | $1.3M | 96,684 | Added |
| 8 | GatePass Capital, LLC | $772,828 | 57,374 | Trimmed |
| 9 | FIRST MANHATTAN CO. LLC. | $596,452 | 44,280 | Hold |
| 10 | OPPENHEIMER & CO INC | $491,507 | 36,489 | Added |
| 11 | RAYMOND JAMES FINANCIAL INC | $458,712 | 34,054 | Added |
| 12 | NBC SECURITIES, INC. | $359,166 | 26,664 | Added |
| 13 | Permanent Capital Management, LP | $297,875 | 22,114 | New |
| 14 | COMMONWEALTH EQUITY SERVICES, LLC | $294,370 | 21,854 | Added |
| 15 | Cetera Investment Advisers | $275,374 | 20,443 | Added |
| 16 | GUGGENHEIM CAPITAL LLC | $275,044 | 20,419 | Trimmed |
| 17 | OSAIC HOLDINGS, INC. | $258,437 | 19,187 | Trimmed |
| 18 | Sowell Financial Services LLC | $241,558 | 17,933 | Hold |
| 19 | RIVERNORTH CAPITAL MANAGEMENT, LLC | $233,678 | 17,348 | Trimmed |
| 20 | TrueMark Investments, LLC | $233,678 | 17,348 | Added |
| 21 | LEAVELL INVESTMENT MANAGEMENT, INC. | $226,296 | 16,800 | New |
| 22 | Ancora Advisors LLC | $218,887 | 16,250 | Trimmed |
| 23 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $207,909 | 15,435 | Added |
| 24 | Live Oak Private Wealth LLC | $206,536 | 15,333 | Hold |
| 25 | WOLVERINE ASSET MANAGEMENT LLC | $195,180 | 14,490 | Trimmed |