| Focus Partners Wealth | 425,402 | 6.1% | −24,749 |
| Almitas Capital LLC | 355,089 | 5.1% | +0 |
| Beverly Hills Private Wealth, LLC | 335,921 | 4.8% | −421 |
| Hara Capital LLC | 307,689 | 4.4% | +3,700 |
| MORGAN STANLEY | 79,776 | 1.1% | −3,000 |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 71,012 | 1.0% | +0 |
| Thomas J. Herzfeld Advisors, Inc. | 65,258 | 0.9% | +51,604 |
| 1607 Capital Partners, LLC | 64,091 | 0.9% | −41,518 |
| LPL Financial LLC | 61,895 | 0.9% | +24,612 |
| Avise Financial Cooperative, Inc. | 46,934 | 0.7% | −94 |
| ALONGSIDE, LLC | 22,315 | 0.3% | — |
| 49 WEALTH MANAGEMENT, LLC | 22,315 | 0.3% | — |
| Basepoint Wealth LLC | 19,472 | 0.3% | −334 |
| Karpus Management, Inc. | 19,211 | 0.3% | +0 |
| Corps Capital Advisors, LLC | 19,000 | 0.3% | +0 |