| 1 | MORGAN STANLEY | $45.4M | 2.9M | Trimmed |
| 2 | Advisors Asset Management, Inc. | $20.6M | 1.3M | Added |
| 3 | Congress Park Capital LLC | $8.6M | 542,943 | Added |
| 4 | GUGGENHEIM CAPITAL LLC | $5.9M | 370,125 | Added |
| 5 | Penserra Capital Management LLC | $5.6M | 351,407 | Added |
| 6 | ENVESTNET ASSET MANAGEMENT INC | $5.2M | 330,016 | Added |
| 7 | LPL Financial LLC | $4.8M | 303,708 | Trimmed |
| 8 | COHEN & STEERS, INC. | $4.5M | 285,042 | Hold |
| 9 | Thomas J. Herzfeld Advisors, Inc. | $3.3M | 205,874 | New |
| 10 | OSAIC HOLDINGS, INC. | $1.7M | 109,570 | Added |
| 11 | PARK AVENUE SECURITIES LLC | $1.3M | 84,766 | Trimmed |
| 12 | Saba Capital Management, L.P. | $1.2M | 77,617 | Trimmed |
| 13 | OPPENHEIMER & CO INC | $1.2M | 76,589 | Trimmed |
| 14 | Royal Bank of Canada | $1.2M | 73,758 | Trimmed |
| 15 | RAYMOND JAMES FINANCIAL INC | $971,586 | 61,106 | Added |
| 16 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $841,550 | 53,128 | Trimmed |
| 17 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $811,361 | 51,029 | Added |
| 18 | Twelve Points Wealth Management LLC | $735,578 | 46,263 | Trimmed |
| 19 | Kestra Advisory Services, LLC | $677,452 | 42,607 | Trimmed |
| 20 | BANK OF AMERICA CORP /DE/ | $649,898 | 40,874 | Trimmed |
| 21 | CHOREO, LLC | $631,834 | 39,738 | Added |
| 22 | Merit Financial Group, LLC | $578,617 | 36,391 | Trimmed |
| 23 | COMMONWEALTH EQUITY SERVICES, LLC | $554,220 | 34,856 | Added |
| 24 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $543,573 | 34,187 | Added |
| 25 | Invesco Ltd. | $475,585 | 29,911 | Trimmed |