| ADAMS DIVERSIFIED EQUITY FUND, INC. | 2.62M | $72.9M | $15.6M | Added$17M |
| Saba Capital Management, L.P. | 2.26M | $62.9M | $13.7M | Added$4.24M |
| MORGAN STANLEY | 1.27M | $35.4M | $5.93M | Added$14.2M |
| LAZARD ASSET MANAGEMENT LLC | 507K | $14.1M | $3.07M | Added$3.03M |
| ROYAL BANK OF CANADA | 426.7K | $11.9M | $2.59M | Added$570K |
| RAYMOND JAMES FINANCIAL INC | 239.3K | $6.65M | $1.37M | Added$1.72M |
| Basepoint Wealth LLC | 166K | $4.61M | $1.01M | Added$985.1K |
| INTREPID FAMILY OFFICE LLC | 156K | $4.34M | $929.5K | Added$1M |
| Verition Fund Management LLC | 131.4K | $3.65M | $796.6K | Added$413.4K |
| BANK OF AMERICA CORP /DE/ | 124.3K | $3.45M | $746.4K | Added$777.2K |
| FCA CORP /TX | 118.3K | $3.29M | $681.7K | Added$843.4K |
| CAPSTONE INVESTMENT ADVISORS, LLC | 113.8K | $3.16M | $689.4K | Added$689.4K |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 113.4K | $3.15M | $686.9K | Added$629.5K |
| Advisors Asset Management, Inc. | 102K | $2.84M | $474K | Added$1.13M |
| Whitener Capital Management, Inc. | 89.5K | $2.49M | $530.5K | Added$585K |
| NORTH STAR ASSET MANAGEMENT INC | 88K | $2.45M | $529.8K | Added$546.8K |
| LPL Financial LLC | 80.2K | $2.23M | $412.9K | Added$747.1K |
| FIRST TRUST ADVISORS LP | 77.5K | $2.15M | $432K | Added$603.7K |
| SPROTT INC. | 76.7K | $2.13M | $409.2K | Added$665.5K |
| D.A. DAVIDSON & CO. | 74.9K | $2.08M | $411.8K | Added$605.6K |
| CSS LLC/IL | 74.5K | $2.07M | $451.4K | Cut−$91.5K |
| Pathstone Holdings, LLC | 72.8K | $2.02M | $441.2K | Cut−$3.49M |
| UHLMANN PRICE SECURITIES, LLC | 67.4K | $1.87M | $401.1K | Added$434.9K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 65.6K | $1.74M | $275.2K | Added$408.4K |
| Uncommon Cents Investing LLC | 61.5K | $1.71M | $356.8K | Added$430.1K |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 51.3K | $1.43M | $303.5K | Added$336.6K |
| JONES FINANCIAL COMPANIES LLLP | 49.2K | $1.38M | $232.5K | Added$590.3K |
| BURNEY CO/ | 47.8K | $1.33M | $204.6K | Added$594.8K |
| WELLS FARGO & COMPANY/MN | 42.9K | $1.19M | $258.1K | Added$267.9K |
| STIFEL FINANCIAL CORP | 42.9K | $1.19M | $260K | Added$253.9K |
| Wealthcare Advisory Partners LLC | 39.6K | $1.1M | $219.3K | Added$315.5K |
| St. James Investment Company, LLC | 38.7K | $1.08M | — | New |
| MILLENNIUM MANAGEMENT LLC | 38.4K | $1.07M | $80.7K | Added$779.4K |
| PRINCIPAL SECURITIES, INC. | 38.2K | $1.06M | $231.6K | Added$122.1K |
| ROBERTS GLORE & CO INC /IL/ | 36.2K | $1.01M | $206.6K | Added$264.3K |
| Walsh & Associates, LLC | 35.5K | $986.1K | $213K | Added$221.9K |
| Kestra Advisory Services, LLC | 34.8K | $967.4K | $191.7K | Added$279.6K |
| WOLVERINE ASSET MANAGEMENT LLC | 34.3K | $953.7K | $207.9K | Cut−$36.6K |
| HighTower Advisors, LLC | 31.6K | $879.4K | $190.5K | Added$196.2K |
| Calamos Advisors LLC | 30.2K | $838.3K | — | New |
| Cetera Investment Advisers | 29.7K | $824.9K | $163.7K | Added$237.7K |
| COMMONWEALTH EQUITY SERVICES, LLC | 28.5K | $791.5K | $171.4K | Added$176.8K |
| Navis Wealth Advisors, LLC | 28K | $779.3K | — | New |
| UBS Group AG | 27.3K | $758.5K | $165.3K | Added$78.6K |
| Baird Financial Group, Inc. | 26.9K | $748.3K | $163.1K | Added$44K |
| EVOLVE PRIVATE WEALTH, LLC | 25.8K | $717.9K | $153.5K | Added$167.2K |
| CULLEN INVESTMENT GROUP, LTD. | 24.4K | $676.9K | $131K | Added$62.6K |
| Kovack Advisors, Inc. | 24.2K | $641.3K | $114.1K | Added$125.8K |
| GUGGENHEIM CAPITAL LLC | 22K | $611.7K | $86K | Added$303.3K |
| LEVEL FOUR ADVISORY SERVICES, LLC | 21.2K | $588.3K | $75.7K | Added$316.6K |
| Allspring Global Investments Holdings, LLC | 21K | $582.9K | $114.9K | Added$170.5K |
| JANE STREET GROUP, LLC | 20.1K | $559.1K | $58.2K | Added$350.3K |
| OSAIC HOLDINGS, INC. | 18.3K | $509.8K | $111K | Added$21.8K |
| ALTA CAPITAL MANAGEMENT LLC/ | 16K | $444.8K | $97K | Added$97K |
| Concurrent Investment Advisors, LLC | 14.4K | $400.6K | $87.3K | Cut−$235.4K |
| Moors & Cabot, Inc. | 14.1K | $390.7K | $85.2K | Added$80.2K |
| SeaCrest Wealth Management, LLC | 12.6K | $350.3K | $77.1K | Added$77.1K |
| NorthRock Partners, LLC | 11.4K | $315.8K | — | New |
| SEARLE & CO. | 10.1K | $279.7K | $59.8K | Added$65K |
| Focus Partners Wealth | 10K | $278.5K | — | New |
| JFS WEALTH ADVISORS, LLC | 9.37K | $260.5K | $56.8K | Added$56.8K |
| Sovereign Financial Group, Inc. | 9.21K | $256K | — | New |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 8.51K | $236.7K | — | New |
| CIBC Bancorp USA Inc. | 8.09K | $224.9K | — | Held |
| Private Advisor Group, LLC | 7.82K | $217.4K | — | New |
| XTX Topco Ltd | 7.79K | $216.6K | — | New |
| MERIDIAN INVESTMENT COUNSEL INC. | 7.78K | $216.3K | — | New |
| Joel Isaacson & Co., LLC | 7.62K | $211.8K | — | New |
| LexAurum Advisors, LLC | 7.62K | $211.8K | — | Held |
| ALTFEST L J & CO INC | 7.4K | $205.7K | — | New |
| Farther Finance Advisors, LLC | 5.99K | $158.8K | $14K | Added$95.1K |
| Sunbelt Securities, Inc. | 5.5K | $152.9K | — | New |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 4.47K | $124.2K | $26.6K | Added$28.8K |
| JPMORGAN CHASE & CO | 3.41K | $96.6K | $22.5K | Added$8.33K |
| PNC Financial Services Group, Inc. | 2.55K | $70.9K | $11.8K | Added$28.5K |
| FIFTH THIRD BANCORP | 2.29K | $63.8K | $497 | Added$62K |
| CWM, LLC | 2.24K | $62.2K | $62.2K | Added$62.2K |
| Geneos Wealth Management Inc. | 1.88K | $52.2K | $11.3K | Added$11.5K |
| EverSource Wealth Advisors, LLC | 1.87K | $52.1K | $11.4K | Added$11.3K |
| Hilltop National Bank | 1.7K | $47.1K | $10.3K | Added$10.3K |
| NBC SECURITIES, INC. | 1.25K | $34.8K | $7.46K | Added$8.1K |
| Advisory Services Network, LLC | 1.09K | $30.3K | — | New |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 1.11K | $29.2K | $2.66K | Added$2.66K |
| Pinnacle Wealth Planning Services, Inc. | 1.03K | $28.7K | $3.65K | Added$15.6K |
| BARRETT & COMPANY, INC. | 800 | $22.2K | $4.85K | Added$4.85K |
| Parkside Financial Bank & Trust | 682 | $19K | $4.13K | Added$4.13K |
| NewEdge Advisors, LLC | 8.7K | $13.9K | −$175.1K | Cut−$294.4K |
| WPG Advisers, LLC | 453 | $12.6K | $1.54K | Added$7.12K |
| Atlantic Union Bankshares Corp | 300 | $8.34K | $1.82K | Added$1.82K |
| Ancora Advisors LLC | 200 | $5.56K | $1.21K | Added$1.21K |
| COHEN & STEERS, INC. | 182K | $5.06K | $908 | Added$1.8K |
| BlackRock, Inc. | 170 | $4.73K | — | New |
| Elevated Capital Advisors, LLC | 140 | $3.88K | — | New |
| Mosley Wealth Management | 93 | $2K | — | New |
| Root Financial Partners, LLC | 53 | $1.47K | — | New |
| Cambridge Investment Research Advisors, Inc. | 35.5K | $986 | $183 | Added$329 |
| WHITTIER TRUST CO OF NEVADA INC | 14 | $373 | — | New |
| Rockefeller Capital Management L.P. | 12 | $334 | — | New |
| Blue Trust, Inc. | 0 | $8 | — | New |