| 1 | MORGAN STANLEY | $51.0M | 4.1M | Trimmed |
| 2 | WELLS FARGO & COMPANY/MN | $12.6M | 1.0M | Trimmed |
| 3 | UBS Group AG | $7.6M | 606,131 | Trimmed |
| 4 | GUGGENHEIM CAPITAL LLC | $6.5M | 520,486 | Trimmed |
| 5 | Invesco Ltd. | $4.8M | 384,488 | Added |
| 6 | COHEN & STEERS, INC. | $4.6M | 371,801 | Hold |
| 7 | Shaker Financial Services, LLC | $3.8M | 301,450 | Added |
| 8 | SIT INVESTMENT ASSOCIATES INC | $3.6M | 289,494 | Added |
| 9 | RAYMOND JAMES FINANCIAL INC | $3.5M | 284,146 | Trimmed |
| 10 | Venture Visionary Partners LLC | $3.5M | 279,335 | Trimmed |
| 11 | ENVESTNET ASSET MANAGEMENT INC | $2.6M | 204,454 | Added |
| 12 | Royal Bank of Canada | $2.4M | 191,191 | Added |
| 13 | PRINCIPAL SECURITIES, INC. | $2.3M | 182,218 | Added |
| 14 | BANK OF AMERICA CORP /DE/ | $2.2M | 178,861 | Trimmed |
| 15 | LPL Financial LLC | $2.1M | 171,532 | Added |
| 16 | Blue Zone Wealth Advisors, LLC | $2.0M | 162,935 | Trimmed |
| 17 | Waterfront Wealth Inc. | $2.0M | 156,398 | Added |
| 18 | WOLVERINE ASSET MANAGEMENT LLC | $2.0M | 156,211 | Added |
| 19 | Fiera Capital Corp | $1.9M | 151,570 | Added |
| 20 | LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | $1.8M | 147,340 | New |
| 21 | Baird Financial Group, Inc. | $1.7M | 138,427 | Trimmed |
| 22 | Jefferies Financial Group Inc. | $1.6M | 129,856 | Added |
| 23 | Capital Investment Advisors, LLC | $1.5M | 120,910 | Trimmed |
| 24 | Ethos Financial Group, LLC | $1.4M | 111,237 | Trimmed |
| 25 | OSAIC HOLDINGS, INC. | $1.3M | 104,390 | Trimmed |