| 1 | SIT INVESTMENT ASSOCIATES INC | $14.1M | 1.2M | Added |
| 2 | 1607 Capital Partners, LLC | $6.8M | 558,367 | Trimmed |
| 3 | Hennion & Walsh Asset Management, Inc. | $2.8M | 227,828 | Trimmed |
| 4 | JONES FINANCIAL COMPANIES LLLP | $2.6M | 217,705 | Added |
| 5 | Karpus Management, Inc. | $2.5M | 206,018 | New |
| 6 | GUGGENHEIM CAPITAL LLC | $2.0M | 165,565 | Trimmed |
| 7 | Fiera Capital Corp | $1.6M | 131,497 | Added |
| 8 | LPL Financial LLC | $1.1M | 91,493 | Added |
| 9 | STIFEL FINANCIAL CORP | $879,011 | 72,527 | Added |
| 10 | WOLVERINE ASSET MANAGEMENT LLC | $671,441 | 55,399 | Added |
| 11 | RAYMOND JAMES FINANCIAL INC | $575,176 | 47,456 | Added |
| 12 | Aviance Capital Partners, LLC | $484,360 | 39,963 | Added |
| 13 | Cetera Investment Advisers | $432,545 | 35,688 | New |
| 14 | ENVESTNET ASSET MANAGEMENT INC | $394,985 | 32,589 | New |
| 15 | Baird Financial Group, Inc. | $375,723 | 31,000 | Trimmed |
| 16 | Meadow Creek Wealth Advisors LLC | $316,698 | 26,130 | Trimmed |
| 17 | Waverly Advisors, LLC | $269,006 | 22,195 | New |
| 18 | MORGAN STANLEY | $246,353 | 20,326 | Trimmed |
| 19 | BANK OF AMERICA CORP /DE/ | $239,818 | 19,787 | Added |
| 20 | Martin Capital Partners, LLC | $230,804 | 19,043 | Trimmed |
| 21 | UHLMANN PRICE SECURITIES, LLC | $213,210 | 17,591 | New |
| 22 | Whitener Capital Management, Inc. | $197,461 | 16,292 | Hold |
| 23 | HRT FINANCIAL LP | $197,000 | 16,259 | New |
| 24 | CLIFFORD SWAN INVESTMENT COUNSEL LLC | $195,752 | 16,151 | Trimmed |
| 25 | Gilman Hill Asset Management, LLC | $181,802 | 15,000 | Hold |