| Hennion & Walsh Asset Management, Inc. | 736K | $10.9M | −$14.7K | Cut−$66K |
| RAYMOND JAMES FINANCIAL INC | 675.6K | $10M | −$12K | Added$1.08M |
| MORGAN STANLEY | 451.9K | $6.71M | −$9.04K | Cut−$238.8K |
| ROBINSON CAPITAL MANAGEMENT, LLC | 432.5K | $6.46M | $26.6K | Added$817.6K |
| GUGGENHEIM CAPITAL LLC | 432.5K | $6.42M | −$8.65K | Cut−$267.3K |
| BANK OF AMERICA CORP /DE/ | 318K | $4.72M | −$6.36K | Cut−$83K |
| WELLS FARGO & COMPANY/MN | 266.7K | $3.96M | −$5.13K | Added$152K |
| ROYAL BANK OF CANADA | 148.4K | $2.2M | −$2.94K | Cut−$65K |
| Noble Wealth Management PBC | 120K | $1.78M | −$1.72K | Added$503.3K |
| ProVise Management Group, LLC | 95.7K | $1.42M | −$1.83K | Added$62.5K |
| ENVESTNET ASSET MANAGEMENT INC | 94K | $1.4M | −$1.84K | Added$30.9K |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 87.3K | $1.3M | −$1.74K | Cut−$1.75K |
| Intellus Advisors LLC | 74K | $1.1M | −$1.48K | Cut−$140.8K |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 68.6K | $1.02M | −$805 | Added$419.8K |
| Logan Stone Capital, LLC | 65.1K | $966.8K | −$1.3K | Cut−$480.2K |
| LPL Financial LLC | 63.2K | $938.5K | −$1.13K | Added$99.3K |
| Invesco Ltd. | 62.6K | $930.2K | −$740 | Added$379.8K |
| Worthington Financial Partners, LLC | 56K | $832.1K | −$1.12K | Cut−$78.8K |
| MERCER GLOBAL ADVISORS INC /ADV | 51.6K | $766.8K | −$1.03K | Added$7.85K |
| UBS Group AG | 50.5K | $749.2K | −$1.01K | Cut−$221.4K |
| Whipplewood Advisors, LLC | 48.8K | $724.9K | −$977 | Cut−$15.3K |
| Thomas J. Herzfeld Advisors, Inc. | 44.4K | $659.3K | −$888 | Cut−$786.5K |
| Ackerman Capital Advisors, LLC | 43.7K | $648.6K | −$873 | Cut−$341.7K |
| Icahn Capital | 42.1K | $624.5K | −$820 | Added$6.84K |
| 1607 Capital Partners, LLC | 39.1K | $580.5K | −$701 | Added$59.1K |
| Bank of New York Mellon Corp | 37.2K | $553.1K | −$476 | Added$199.5K |
| OSAIC HOLDINGS, INC. | 36.9K | $548.1K | −$288 | Added$331.8K |
| XML Financial, LLC | 32.5K | $482.7K | −$650 | Cut−$650 |
| &PARTNERS | 33K | $480.6K | −$10.8K | Cut−$10.8K |
| Global Endowment Management, LP | 30K | $446K | $0 | Held |
| WealthPLAN Partners, LLC | 26.4K | $392.3K | −$528 | Cut−$528 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 24.7K | $367.1K | −$493 | Cut−$4.45K |
| Plancorp, LLC | 23.8K | $361.2K | $7.14K | Added$7.14K |
| Rockefeller Capital Management L.P. | 24.1K | $357.6K | −$481 | Added$395 |
| Steward Partners Investment Advisory, LLC | 23.4K | $348.2K | −$470 | Cut−$107.9K |
| AMERIPRISE FINANCIAL INC | 21K | $311.4K | −$423 | Cut−$57.2K |
| Scarborough Advisors, LLC | 19.5K | $290K | −$390 | Cut−$390 |
| STIFEL FINANCIAL CORP | 19.4K | $288.5K | −$389 | Cut−$3.54K |
| MGO ONE SEVEN LLC | 17.9K | $265.9K | — | New |
| INTEGRATED CAPITAL MANAGEMENT, INC. | 17.7K | $263.5K | −$342 | Added$7.59K |
| Arlington Capital Management, Inc. | 17.4K | $259K | −$347 | Added$871 |
| NOMURA HOLDINGS INC | 16.7K | $248.6K | −$276 | Added$43.2K |
| Kestra Advisory Services, LLC | 15.4K | $229K | −$128 | Added$132.6K |
| Equitable Holdings, Inc. | 15.3K | $228.2K | $0 | Cut−$151.3K |
| Compass Financial Group, INC/SD | 14K | $208.1K | −$280 | Cut−$280 |
| Cerity Partners LLC | 13.9K | $206.3K | — | New |
| Cetera Investment Advisers | 13K | $192.5K | −$252 | Cut−$45.3K |
| NewEdge Wealth, LLC | 11.5K | $171.1K | −$230 | Cut−$230 |
| WOLVERINE ASSET MANAGEMENT LLC | 11.1K | $164.8K | −$222 | Cut−$1.15M |
| Rareview Capital LLC | 10.8K | $159.2K | — | New |
| Financially in Tune, LLC | 10.4K | $154.7K | −$208 | Cut−$208 |
| OPPENHEIMER & CO INC | 10.2K | $151.6K | — | New |
| Pasadena Private Wealth, LLC | 10K | $148.5K | −$200 | Cut−$200 |
| Arax Advisory Partners | 8.92K | $132.5K | −$179 | Cut−$89.4K |
| HARBOUR INVESTMENTS, INC. | 4.72K | $70.1K | — | New |
| CoreCap Advisors, LLC | 3.91K | $58.1K | −$78 | Cut−$78 |
| PlanVest Financial, Inc | 3.9K | $57.9K | — | Held |
| FIFTH THIRD BANCORP | 3.65K | $54.2K | — | New |
| KELLEHER FINANCIAL ADVISORS | 920 | $13.7K | −$18 | Cut−$18 |
| Smallwood Wealth Investment Management, LLC | 745 | $11.1K | −$15 | Cut−$15 |
| Farther Finance Advisors, LLC | 500 | $7.45K | $15 | Added$15 |
| HUNTINGTON NATIONAL BANK | 166 | $2.47K | −$2 | Cut−$1.25K |
| PARK AVENUE SECURITIES LLC | 83.1K | $1.24K | −$1 | Added$35 |
| COHEN & STEERS, INC. | 45K | $668 | −$1 | Cut−$1 |
| WEDBUSH SECURITIES INC | 30.8K | $458 | −$0 | Cut−$19 |
| CENTAURUS FINANCIAL, INC. | 24.3K | $361 | −$1 | Cut−$1 |
| Measured Wealth Private Client Group, LLC | 14 | $208 | $0 | Held |
| FNY Investment Advisers, LLC | 600 | $8 | $0 | Held |