| 1 | Focus Partners Wealth | $18.0M | 2.7M | Trimmed |
| 2 | TORONTO DOMINION BANK | $15.0M | 2.3M | Hold |
| 3 | RIVERNORTH CAPITAL MANAGEMENT, LLC | $12.2M | 1.9M | Trimmed |
| 4 | Thomas J. Herzfeld Advisors, Inc. | $10.1M | 1.5M | Added |
| 5 | Penserra Capital Management LLC | $9.9M | 1.5M | Added |
| 6 | ENVESTNET ASSET MANAGEMENT INC | $7.1M | 1.1M | Added |
| 7 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $5.5M | 829,855 | Added |
| 8 | Invesco Ltd. | $4.9M | 740,127 | Trimmed |
| 9 | CSS LLC/IL | $4.5M | 686,484 | Trimmed |
| 10 | MORGAN STANLEY | $4.0M | 605,349 | Trimmed |
| 11 | LPL Financial LLC | $3.3M | 507,546 | Added |
| 12 | UBS Group AG | $3.2M | 482,986 | Added |
| 13 | FLAX POND CAPITAL, LLC | $2.7M | 405,786 | Hold |
| 14 | Advisors Asset Management, Inc. | $2.0M | 296,959 | Trimmed |
| 15 | Ethos Financial Group, LLC | $1.6M | 251,018 | Trimmed |
| 16 | Adalta Capital Management LLC | $1.6M | 248,039 | Added |
| 17 | OSAIC HOLDINGS, INC. | $1.5M | 222,050 | Added |
| 18 | SCOTIA CAPITAL INC. | $1.4M | 216,897 | Trimmed |
| 19 | J.W. COLE ADVISORS, INC. | $1.4M | 213,373 | New |
| 20 | Modern Wealth Management, LLC | $1.4M | 207,457 | Added |
| 21 | Baird Financial Group, Inc. | $1.3M | 191,877 | Added |
| 22 | PARK AVENUE SECURITIES LLC | $1.2M | 178,401 | Trimmed |
| 23 | Marks Group Wealth Management, Inc | $1.1M | 172,790 | Hold |
| 24 | SVRN Asset Management, LLC | $1.1M | 171,487 | Trimmed |
| 25 | Yakira Capital Management, Inc. | $840,277 | 127,896 | Hold |