| Rockefeller Capital Management L.P. | 658.2K | $32.7M | −$691.1K | Cut−$8.07M |
| Bulldog Investors, LLP | 396.5K | $19.7M | −$410.5K | Cut−$136.3K |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 349.9K | $17.4M | −$327.1K | Added$1.58M |
| RAYMOND JAMES FINANCIAL INC | 300.1K | $14.9M | −$315.1K | Cut−$1.49M |
| MORGAN STANLEY | 202.9K | $10.1M | −$213.1K | Cut−$715.2K |
| 1607 Capital Partners, LLC | 188.4K | $9.36M | −$197.9K | Cut−$211.6K |
| BRASADA CAPITAL MANAGEMENT, LP | 126.1K | $6.32M | −$77.5K | Added$76.5K |
| CHILTON INVESTMENT CO INC. | 107.2K | $5.32M | −$112.5K | Cut−$112.5K |
| THIRD AVENUE MANAGEMENT LLC | 101.8K | $5.06M | −$106.9K | Cut−$106.9K |
| Pathstone Holdings, LLC | 91.7K | $4.55M | −$92.7K | Added$75.5K |
| Matisse Capital | 65K | $3.23M | −$68.3K | Cut−$68.3K |
| Douglass Winthrop Advisors, LLC | 59.4K | $2.95M | −$62.4K | Cut−$62.4K |
| FIRST TRUST ADVISORS LP | 57.6K | $2.86M | −$57.6K | Added$76.9K |
| PINNACLE ASSOCIATES LTD | 52.6K | $2.61M | −$55.2K | Cut−$55.2K |
| UBS Group AG | 51.6K | $2.56M | −$54.2K | Cut−$342.6K |
| Colonial Trust Advisors | 50.5K | $2.51M | −$53.1K | Cut−$53.1K |
| EVOLVE PRIVATE WEALTH, LLC | 49.6K | $2.46M | −$52.1K | Cut−$57.9K |
| ROYAL BANK OF CANADA | 43.8K | $2.17M | −$47K | Cut−$115K |
| Cetera Investment Advisers | 43.5K | $2.16M | −$45.7K | Cut−$107.6K |
| CSS LLC/IL | 42.6K | $2.12M | −$44.7K | Cut−$44.7K |
| Thomas J. Herzfeld Advisors, Inc. | 36.5K | $1.81M | −$38.3K | Cut−$954.4K |
| ROBERTS GLORE & CO INC /IL/ | 35K | $1.74M | −$36.7K | Cut−$42K |
| LPL Financial LLC | 32.7K | $1.62M | −$32.4K | Added$54.4K |
| Capital Investment Advisors, LLC | 30.9K | $1.53M | −$32.4K | Cut−$32.4K |
| Integrated Wealth Concepts LLC | 30.6K | $1.52M | −$32.1K | Cut−$45.4K |
| Steward Partners Investment Advisory, LLC | 29.4K | $1.46M | −$164 | Added$1.45M |
| HighTower Advisors, LLC | 29K | $1.44M | −$30.5K | Cut−$137.9K |
| Uncommon Cents Investing LLC | 28.7K | $1.43M | −$30.2K | Cut−$76.8K |
| Shaker Financial Services, LLC | 25.1K | $1.25M | −$26.4K | Cut−$4.22M |
| CALDWELL SUTTER CAPITAL, INC. | 24.3K | $1.2M | −$15.9K | Added$438K |
| STIFEL FINANCIAL CORP | 21.9K | $1.09M | −$23K | Cut−$23K |
| FFT WEALTH MANAGEMENT LLC | 21.6K | $1.07M | −$22.7K | Cut−$22.7K |
| BROWN BROTHERS HARRIMAN & CO | 18.4K | $911.4K | −$19.3K | Cut−$19.3K |
| Advisors Asset Management, Inc. | 17.1K | $848.7K | −$17.9K | Cut−$14.8K |
| Institute for Wealth Management, LLC. | 16.4K | $814.1K | −$17.2K | Cut−$20.6K |
| Kestra Advisory Services, LLC | 15.9K | $787.2K | −$16.7K | Cut−$31K |
| WELLS FARGO & COMPANY/MN | 15.4K | $766.2K | −$16.2K | Cut−$404.6K |
| MERCER GLOBAL ADVISORS INC /ADV | 14.7K | $732K | −$15.5K | Cut−$27.5K |
| FIRST MANHATTAN CO. LLC. | 14.7K | $729.9K | −$15.4K | Cut−$71.2K |
| DIVERSIFIED TRUST CO | 14K | $693.3K | −$14.7K | Cut−$14.7K |
| Parkwoods Wealth Partners, LLC | 13.7K | $679.2K | −$14.4K | Cut−$14.4K |
| Joel Isaacson & Co., LLC | 13.2K | $656K | −$13.9K | Cut−$13.9K |
| ENVESTNET ASSET MANAGEMENT INC | 12.5K | $621.3K | −$11.4K | Added$70.9K |
| BANK OF MONTREAL /CAN/ | 11.8K | $587.6K | −$12.4K | Cut−$12.5K |
| Formidable Asset Management, LLC | 11K | $557.3K | −$6.71K | Added$35K |
| OSAIC HOLDINGS, INC. | 11K | $544.4K | −$11.5K | Cut−$50.1K |
| PNC Financial Services Group, Inc. | 11K | $544.1K | −$11.5K | Cut−$11.5K |
| Closed-End Fund Advisors, Inc. | 10.5K | $520.2K | −$11K | Cut−$33.9K |
| KING LUTHER CAPITAL MANAGEMENT CORP | 9.69K | $481.1K | −$10.2K | Cut−$10.2K |
| WOLVERINE ASSET MANAGEMENT LLC | 9.4K | $467.1K | −$9.77K | Cut−$4.8K |
| MERIDIAN INVESTMENT COUNSEL INC. | 9.18K | $455.6K | −$9.63K | Cut−$60.3K |
| Accel Wealth Management | 8.7K | $432.2K | −$9.14K | Cut−$9.14K |
| Private Advisor Group, LLC | 7.42K | $368.6K | −$7.79K | Cut−$20K |
| Advisory Advocates, LLC | 6.67K | $331.5K | −$4.57K | Added$111.1K |
| Nitor Capital Management LLC | 6.24K | $309.9K | −$6.55K | Cut−$6.55K |
| Confluence Wealth Services, Inc. | 6.01K | $298.3K | −$6.31K | Cut−$9.25K |
| BECK MACK & OLIVER LLC | 5.86K | $291.1K | −$6.16K | Cut−$6.16K |
| Evanson Asset Management, LLC | 5.65K | $280.7K | −$5.94K | Cut−$5.94K |
| TWO SIGMA SECURITIES, LLC | 5.34K | $265.4K | — | New |
| WITTENBERG INVESTMENT MANAGEMENT, INC. | 5.19K | $257.5K | −$5.44K | Cut−$5.45K |
| Approach Retirement Advisors, LLC | 4.97K | $246.7K | −$5.22K | Cut−$5.22K |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 4.88K | $242.1K | −$5.12K | Cut−$5.12K |
| Williams Jones Wealth Management, LLC. | 4.38K | $217.3K | −$4.6K | Cut−$4.59K |
| ROBOTTI ROBERT | 4.38K | $217.3K | −$4.6K | Cut−$4.59K |
| LEVEL FOUR ADVISORY SERVICES, LLC | 4.33K | $215.1K | −$4.55K | Cut−$4.55K |
| COMMONWEALTH EQUITY SERVICES, LLC | 4.22K | $209.6K | −$4.43K | Cut−$4.43K |
| Lummis Asset Management, LP | 3.04K | $150.8K | −$3.19K | Cut−$3.19K |
| Noble Wealth Management PBC | 1.44K | $71.3K | −$1.51K | Cut−$1.51K |
| NBC SECURITIES, INC. | 1.15K | $56.9K | −$1.2K | Cut−$4.5K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1.08K | $53.6K | — | New |
| ROTHSCHILD INVESTMENT LLC | 1K | $49.7K | — | New |
| ASSETMARK, INC | 666 | $33.1K | −$699 | Cut−$2.37K |
| ARMSTRONG ADVISORY GROUP, INC | 543 | $27K | −$570 | Cut−$570 |
| Farther Finance Advisors, LLC | 515 | $25.7K | −$412 | Cut−$412 |
| MAI Capital Management | 500 | $24.8K | −$525 | Cut−$525 |
| HARBOR INVESTMENT ADVISORY, LLC | 432 | $21.5K | −$460 | Cut−$16.2K |
| Dunhill Financial, LLC | 407 | $20.2K | −$428 | Cut−$428 |
| Atlantic Union Bankshares Corp | 345 | $17.1K | −$362 | Cut−$362 |
| SIGNATUREFD, LLC | 95 | $4.72K | −$99 | Cut−$99 |
| ST GERMAIN D J CO INC | 56 | $2.78K | −$58 | Cut−$58 |
| COHEN & STEERS, INC. | 44K | $2.19K | — | New |
| Cambridge Investment Research Advisors, Inc. | 15.7K | $777 | −$17 | Cut−$20 |
| S&CO INC | 15.5K | $768 | −$16 | Cut−$16 |
| NEVILLE RODIE & SHAW INC | 9K | $447 | −$9 | Cut−$364 |
| PARK AVENUE SECURITIES LLC | 5.91K | $294 | −$6 | Cut−$21 |
| Stolper Co | 4.48K | $222 | −$5 | Cut−$5 |
| Smithfield Trust Co | 4.4K | $219 | −$5 | Cut−$9 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 2 | $99 | — | New |
| Capital Analysts, LLC | 1.7K | $84 | −$2 | Cut−$2 |