| 1 | UBS Group AG | $69.5M | 7.5M | Added |
| 2 | MORGAN STANLEY | $41.4M | 4.5M | Trimmed |
| 3 | GUGGENHEIM CAPITAL LLC | $29.9M | 3.2M | Added |
| 4 | Hennion & Walsh Asset Management, Inc. | $26.4M | 2.9M | Added |
| 5 | RAYMOND JAMES FINANCIAL INC | $20.4M | 2.2M | Added |
| 6 | WELLS FARGO & COMPANY/MN | $18.5M | 2.0M | Trimmed |
| 7 | BANK OF AMERICA CORP /DE/ | $11.9M | 1.3M | Added |
| 8 | JONES FINANCIAL COMPANIES LLLP | $11.4M | 1.2M | Added |
| 9 | LPL Financial LLC | $10.8M | 1.2M | Added |
| 10 | VAN ECK ASSOCIATES CORP | $10.1M | 1.1M | Added |
| 11 | Granby Capital Management, LLC | $6.8M | 736,112 | Trimmed |
| 12 | MERCER GLOBAL ADVISORS INC /ADV | $6.7M | 731,241 | Trimmed |
| 13 | Chicago Partners Investment Group LLC | $6.5M | 713,350 | Added |
| 14 | STIFEL FINANCIAL CORP | $6.4M | 688,784 | Added |
| 15 | Congress Park Capital LLC | $5.5M | 599,132 | Added |
| 16 | Royal Bank of Canada | $5.3M | 570,630 | Trimmed |
| 17 | COMMONWEALTH EQUITY SERVICES, LLC | $5.1M | 551,272 | Added |
| 18 | BAR HARBOR WEALTH MANAGEMENT | $4.5M | 487,825 | Added |
| 19 | Prospera Financial Services Inc | $4.4M | 476,073 | Trimmed |
| 20 | Rockefeller Capital Management L.P. | $4.4M | 472,626 | Added |
| 21 | Cambridge Investment Research Advisors, Inc. | $4.3M | 468,117 | Added |
| 22 | EHRLICH FINANCIAL GROUP | $3.3M | 356,385 | Added |
| 23 | BFSG, LLC | $3.0M | 329,726 | New |
| 24 | AMERIPRISE FINANCIAL INC | $2.5M | 266,442 | Added |
| 25 | ROMAN BUTLER FULLERTON & CO | $2.4M | 258,207 | Added |