| 1 | MORGAN STANLEY | $27.3M | 1.2M | Added |
| 2 | BANK OF AMERICA CORP /DE/ | $24.3M | 1.1M | Trimmed |
| 3 | WELLS FARGO & COMPANY/MN | $16.7M | 758,767 | Trimmed |
| 4 | GUGGENHEIM CAPITAL LLC | $16.3M | 738,672 | Added |
| 5 | Invesco Ltd. | $15.9M | 722,969 | Trimmed |
| 6 | RAYMOND JAMES FINANCIAL INC | $14.9M | 676,679 | Trimmed |
| 7 | OSAIC HOLDINGS, INC. | $14.6M | 661,124 | Added |
| 8 | LPL Financial LLC | $9.5M | 431,821 | Added |
| 9 | UBS Group AG | $8.5M | 385,025 | Trimmed |
| 10 | Royal Bank of Canada | $8.4M | 381,035 | Added |
| 11 | COMMONWEALTH EQUITY SERVICES, LLC | $7.3M | 332,463 | Trimmed |
| 12 | Shaker Financial Services, LLC | $5.3M | 238,696 | Trimmed |
| 13 | WOLVERINE ASSET MANAGEMENT LLC | $5.2M | 234,726 | Trimmed |
| 14 | Karpus Management, Inc. | $4.7M | 211,237 | Added |
| 15 | COHEN & STEERS, INC. | $3.8M | 174,355 | Added |
| 16 | JBR Co Financial Management Inc | $3.3M | 148,654 | Added |
| 17 | Chung Wu Investment Group, LLC | $3.3M | 147,810 | Trimmed |
| 18 | Larson Financial Group LLC | $3.2M | 145,361 | Added |
| 19 | Rockefeller Capital Management L.P. | $3.2M | 143,241 | Added |
| 20 | 1607 Capital Partners, LLC | $3.0M | 135,552 | Added |
| 21 | ENVESTNET ASSET MANAGEMENT INC | $3.0M | 134,329 | Added |
| 22 | AMERIPRISE FINANCIAL INC | $2.7M | 123,026 | Trimmed |
| 23 | Cetera Investment Advisers | $2.5M | 114,311 | Added |
| 24 | Fund Advisors of America Inc/FL | $2.3M | 103,085 | Trimmed |
| 25 | Logan Stone Capital, LLC | $2.1M | 95,109 | Added |