| 1 | Aristotle Capital Management, LLC | $150.3M | 1.5M | Trimmed |
| 2 | HANTZ FINANCIAL SERVICES, INC. | $4.0M | 40,362 | Trimmed |
| 3 | RHUMBLINE ADVISERS | $3.1M | 31,419 | Added |
| 4 | SIT INVESTMENT ASSOCIATES INC | $2.4M | 24,465 | Hold |
| 5 | CONFLUENCE INVESTMENT MANAGEMENT LLC | $1.7M | 17,366 | Trimmed |
| 6 | GAMMA Investing LLC | $812,103 | 8,264 | Added |
| 7 | Diversified Trust Co | $676,563 | 6,861 | Added |
| 8 | Pinnacle Wealth Management Advisory Group, LLC | $501,963 | 5,108 | Hold |
| 9 | Sterling Capital Management LLC | $497,979 | 5,050 | Trimmed |
| 10 | PNC Financial Services Group, Inc. | $341,881 | 3,479 | Added |
| 11 | Salomon & Ludwin, LLC | $114,640 | 1,151 | Added |
| 12 | THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | $49,822 | 507 | Hold |
| 13 | Financial Gravity Companies, Inc. | $40,782 | 415 | Added |
| 14 | First Command Advisory Services, Inc. | $22,799 | 232 | Added |
| 15 | Ancora Advisors LLC | $11,891 | 121 | Trimmed |
| 16 | IMA Advisory Services, Inc. | $7,174 | 73 | Added |
| 17 | COMPASS FINANCIAL MANAGEMENT LLC | $5,601 | 57 | New |
| 18 | HORIZON FINANCIAL SERVICES, LLC | $2,555 | 26 | New |
| 19 | RICHARDSON FINANCIAL SERVICES INC. | $2,162 | 22 | Hold |
| 20 | RETIREMITTEN FINANCIAL LLC | $0 | 0 | Exited |
| 21 | L & S Advisors Inc | $0 | 0 | Exited |
| 22 | Golden State Equity Partners | $0 | 0 | Exited |
| 23 | Accent Capital Management, LLC | $0 | 0 | Exited |
| 24 | Curat Global, LLC | $0 | 0 | Exited |
| 25 | NBC SECURITIES, INC. | $0 | 0 | Exited |