| Saba Capital Management, L.P. | 2.97M | $33.5M | $2.3M | Added$6.27M |
| MORGAN STANLEY | 2.63M | $29.8M | $2.32M | Added$2.1M |
| LPL Financial LLC | 1.08M | $12.2M | $899.6K | Added$1.58M |
| Modern Wealth Management, LLC | 1.03M | $11.8M | $1.11M | Added$849.4K |
| Allspring Global Investments Holdings, LLC | 1.01M | $11.5M | $882.6K | Added$1.01M |
| Alexander Randolph Advisory, Inc. | 980.6K | $11.1M | $852.3K | Added$988.1K |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 898.5K | $10.2M | $786K | Added$847.3K |
| UBS Group AG | 865.4K | $9.79M | $761.5K | Added$517.5K |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 631.7K | $7.14M | $493.5K | Added$1.3M |
| WELLS FARGO & COMPANY/MN | 594.7K | $6.73M | $454.1K | Added$1.34M |
| BANK OF AMERICA CORP /DE/ | 573.2K | $6.48M | $494.9K | Added$616.5K |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 545.7K | $6.17M | $480.2K | Cut−$253.3K |
| FLAGSHIP HARBOR ADVISORS, LLC | 528.4K | $5.98M | $464.4K | Added$471.3K |
| Shaker Financial Services, LLC | 396.4K | $4.48M | $348.8K | Cut−$4.17M |
| Mraz, Amerine & Associates, Inc. | 350.9K | $3.97M | $308.8K | Added$262.2K |
| RAYMOND JAMES FINANCIAL INC | 330.1K | $3.73M | $283.6K | Added$372.5K |
| FCA CORP /TX | 313.2K | $3.54M | $270.9K | Added$331.3K |
| LAZARD ASSET MANAGEMENT LLC | 300K | $3.39M | — | New |
| Altium Capital Management LLC | 243.1K | $2.75M | $76.6K | Added$1.84M |
| ROYAL BANK OF CANADA | 212.4K | $2.4M | $186.5K | Cut−$103K |
| Waterfront Wealth Inc. | 208.7K | $2.36M | — | New |
| Clearstead Advisors, LLC | 203.2K | $2.3M | $178.8K | Added$122.6K |
| OSAIC HOLDINGS, INC. | 169.4K | $1.92M | $102.2K | Added$704.9K |
| HORIZON KINETICS ASSET MANAGEMENT LLC | 132.8K | $1.5M | $116.9K | Added$102.1K |
| COMMONWEALTH EQUITY SERVICES, LLC | 125K | $1.41M | $110K | Added$73K |
| Beacon Pointe Advisors, LLC | 124.7K | $1.41M | $109.8K | Cut−$625.1K |
| EVOLVE PRIVATE WEALTH, LLC | 116.7K | $1.32M | $102.7K | Added$100.8K |
| Moors & Cabot, Inc. | 116.5K | $1.32M | $102.5K | Added$80.9K |
| STIFEL FINANCIAL CORP | 109K | $1.23M | $57K | Added$557.2K |
| TrueMark Investments, LLC | 106.4K | $1.2M | $88.9K | Added$150.2K |
| Private Advisor Group, LLC | 105K | $1.19M | $92.4K | Added$10.6K |
| Advisors Asset Management, Inc. | 100.8K | $1.14M | — | New |
| CAPTRUST FINANCIAL ADVISORS | 98.3K | $1.11M | $86.5K | Added$13.1K |
| BARD ASSOCIATES INC | 89.4K | $1.01M | $78.6K | Added$77.5K |
| UHLMANN PRICE SECURITIES, LLC | 87.4K | $988.5K | $75.1K | Added$98.5K |
| BROWN ADVISORY INC | 74.8K | $846.4K | $65.8K | Added$67.1K |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 64.7K | $840.5K | — | New |
| ROBERTS GLORE & CO INC /IL/ | 68.1K | $770.4K | $59.8K | Added$61.1K |
| Hennion & Walsh Asset Management, Inc. | 63.6K | $719.3K | $55.6K | Added$60.5K |
| Karpus Management, Inc. | 63K | $712.6K | — | New |
| TWIN FOCUS CAPITAL PARTNERS, LLC | 62.2K | $703K | $54.7K | Added$54.7K |
| FIRST TRUST ADVISORS LP | 57.5K | $649.8K | $46K | Added$104.6K |
| NWF Advisory Services Inc. | 50.6K | $572.6K | $44.6K | Cut−$36K |
| Cetera Investment Advisers | 50K | $565.9K | $11.4K | Added$431.2K |
| SAPIENT CAPITAL LLC | 48.6K | $549.2K | $36.8K | Added$46K |
| ENVESTNET ASSET MANAGEMENT INC | 48.1K | $543.7K | — | New |
| SPIREPOINT PRIVATE CLIENT, LLC | 47.9K | $541.3K | $36.4K | Added$110.4K |
| CWM, LLC | 47K | $531.6K | $531.1K | Added$531.1K |
| EP Wealth Advisors, LLC | 43.3K | $490.1K | $38.1K | Added$26.5K |
| Comprehensive Money Management Services LLC | 40.5K | $457.7K | $28.2K | Added$123.7K |
| PMG Family Office LLC | 39.3K | $445K | $34.6K | Added$34.8K |
| GUGGENHEIM CAPITAL LLC | 36.1K | $408.5K | $31.8K | Cut−$223.6K |
| WealthShield Partners, LLC | 34.5K | $389.7K | $30.3K | Added$26.5K |
| Kingsview Wealth Management, LLC | 31.4K | $355.6K | $27.7K | Added$27.7K |
| &PARTNERS | 30.6K | $345.6K | $26.9K | Cut−$446.9K |
| COMMERCE BANK | 29.7K | $336K | $26.1K | Added$26.1K |
| Quantedge Capital Pte Ltd | 29.4K | $332.5K | $25.9K | Cut−$230.7K |
| SAX WEALTH ADVISORS, LLC | 31.4K | $327.8K | $0 | Held |
| D.A. DAVIDSON & CO. | 25.9K | $292.5K | $22.7K | Added$23.8K |
| Concurrent Investment Advisors, LLC | 25.1K | $284.1K | — | New |
| HighTower Advisors, LLC | 24.2K | $273.9K | $21.3K | Cut−$14K |
| Advisory Advocates, LLC | 24K | $271.2K | $20.4K | Added$29.4K |
| Steward Partners Investment Advisory, LLC | 23.5K | $266K | $20.7K | Added$18.4K |
| DKM Wealth Management, Inc. | 23K | $260.1K | $20.2K | Added$20.2K |
| Private Capital Management, LLC | 21.9K | $247.9K | $19.1K | Added$21.6K |
| DIVERSIFIED TRUST CO | 20.4K | $230.7K | $17.6K | Added$21.6K |
| Institute for Wealth Management, LLC. | 19.9K | $225.6K | $17.6K | Added$17.6K |
| Kestra Advisory Services, LLC | 17.5K | $197.8K | $3.38K | Added$157.6K |
| ECLECTIC ASSOCIATES INC /ADV | 17.2K | $194.6K | — | New |
| OPPENHEIMER & CO INC | 16.6K | $187.7K | $14.4K | Added$17.5K |
| Spinnaker Investment Group, LLC | 15.9K | $179.6K | $14K | Added$14K |
| Wedmont Private Capital | 13.9K | $167.2K | — | New |
| STEPHENS INC /AR/ | 14K | $158.7K | $12.1K | Added$14.8K |
| JFS WEALTH ADVISORS, LLC | 13.9K | $157.2K | $12.2K | Added$12.2K |
| Closed-End Fund Advisors, Inc. | 13.8K | $156.2K | $12.1K | Added$12.2K |
| VERUS CAPITAL PARTNERS, LLC | 13.3K | $150.3K | $11.6K | Added$12.3K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 12.9K | $145.4K | — | New |
| Soltis Investment Advisors LLC | 11.9K | $134.8K | $10.5K | Added$10.5K |
| Traub Capital Management LLC | 11.4K | $129.4K | $10.1K | Cut−$142.5K |
| Vanguard National Trust Co | 11.1K | $125K | — | Held |
| Summit Financial, LLC | 11K | $124.9K | $9.71K | Added$9.71K |
| Hara Capital LLC | 10.1K | $113.8K | $8.85K | Cut−$282.1K |
| TD Capital Management LLC | 4.5K | $50.9K | $3.96K | Added$3.96K |
| SITTNER & NELSON, LLC | 4.44K | $50.3K | −$2.04K | Cut−$2.04K |
| NBT BANK N A /NY | 4.03K | $45.6K | $3.55K | Added$3.55K |
| Advisory Services Network, LLC | 3.47K | $39.3K | — | New |
| BARRETT & COMPANY, INC. | 3.25K | $36.8K | $2.86K | Added$2.86K |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 3K | $34.5K | $3.18K | Added$3.77K |
| WOLVERINE ASSET MANAGEMENT LLC | 2.7K | $30.5K | $2.38K | Cut−$2.04M |
| NewEdge Advisors, LLC | 28.3K | $28.3K | −$266.5K | Cut−$399.8K |
| Daytona Street Capital LLC | 2.28K | $26.5K | $2.71K | Added$2.71K |
| Atlantic Union Bankshares Corp | 2.1K | $23.7K | $1.84K | Added$1.84K |
| Golden State Equity Partners | 1.53K | $17.4K | — | New |
| EverSource Wealth Advisors, LLC | 1.3K | $14.7K | $1.15K | Added$1.15K |
| Colonial Trust Advisors | 1K | $11.3K | — | New |
| Farther Finance Advisors, LLC | 471 | $5.42K | — | New |
| Lodestone Wealth Management LLC | 173 | $1.96K | $153 | Added$153 |
| Allworth Financial LP | 100 | $1.13K | $88 | Added$88 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 61 | $690 | $54 | Added$54 |
| Cambridge Investment Research Advisors, Inc. | 39.2K | $443 | $35 | Added$30 |
| Janney Montgomery Scott LLC | 16.2K | $183 | $14 | Cut−$106 |
| ASSETMARK, INC | 16 | $181 | $14 | Added$14 |
| PEAPACK GLADSTONE FINANCIAL CORP | 10.3K | $116 | $9 | Added$9 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 6 | $68 | $5 | Added$5 |
| FIFTH THIRD BANCORP | 4 | $45 | — | New |
| Blue Trust, Inc. | 0 | $2 | — | New |