| Karpus Management, Inc. | 3,899,325 | $3,716 萬 | 1.11% | +296,063+8.2% | 加碼 |
| Pathstone Holdings, LLC | 2,592,043 | $2,470 萬 | 0.07% | −291,033−10.1% | 減碼 |
| Allspring Global Investments Holdings, LLC | 1,347,396 | $1,284 萬 | 0.02% | −63,563−4.5% | 減碼 |
| Keybank National Association | 874,807 | $833.7 萬 | 0.03% | −87,567−9.1% | 減碼 |
| Morgan Stanley | 843,864 | $804.2 萬 | 0.00% | −107,777−11.3% | 減碼 |
| Advisors Asset Management, Inc. | 740,084 | $705.3 萬 | 0.11% | −23,919−3.1% | 減碼 |
| Hennion & Walsh Asset Management, Inc. | 710,957 | $677.5 萬 | 0.20% | +111,288+18.6% | 加碼 |
| Sit Investment Associates Inc | 686,111 | $653.9 萬 | 0.13% | +153,074+28.7% | 加碼 |
| Raymond James Financial Inc | 389,814 | $371.5 萬 | 0.00% | +88,279+29.3% | 加碼 |
| City of London Investment Management Co Ltd | 373,640 | $356.1 萬 | 0.24% | 00.0% | 不變 |
| Van Eck Associates Corp | 280,595 | $267.4 萬 | 0.00% | +11,527+4.3% | 加碼 |
| Commonwealth Equity Services, LLC | 196,622 | $187.4 萬 | 0.00% | +3,504+1.8% | 加碼 |
| Indiana Trust & Investment Management CO | 137,000 | $130.6 萬 | 0.36% | 00.0% | 不變 |
| Dakota Wealth Management | 136,224 | $129.8 萬 | 0.02% | +1,951+1.5% | 加碼 |
| Bank of New York Mellon Corp | 133,968 | $127.7 萬 | 0.00% | −640−0.5% | 減碼 |
| Invesco Ltd. | 131,486 | $125.3 萬 | 0.00% | +50,850+63.1% | 加碼 |
| Lord, Abbett & Co. LLC | 129,025 | $123.0 萬 | 0.00% | 00.0% | 不變 |
| Kestra Advisory Services, LLC | 115,566 | $110.1 萬 | 0.00% | +115,566 | 新進 |
| LPL Financial LLC | 106,117 | $101.1 萬 | 0.00% | +4,267+4.2% | 加碼 |
| Riverbridge Partners LLC | 82,175 | $78.3 萬 | 0.02% | −5,662−6.4% | 減碼 |
| Noble Wealth Management PBC | 68,350 | $65.1 萬 | 0.30% | +90.0% | 加碼 |
| Capital Investment Advisors, LLC | 62,520 | $59.6 萬 | 0.01% | −5,927−8.7% | 減碼 |
| Closed-End Fund Advisors, Inc. | 61,219 | $58.3 萬 | 0.61% | +530+0.9% | 加碼 |
| Advisor Group Holdings, Inc. | 51,963 | $49.4 萬 | 0.00% | −2,006−3.7% | 減碼 |
| Petra Financial Advisors Inc | 50,603 | $48.2 萬 | 0.24% | −2,432−4.6% | 減碼 |
| Altium Capital Management LP | 48,105 | $45.8 萬 | 0.67% | −127,082−72.5% | 減碼 |
| Rareview Capital LLC | 41,031 | $39.1 萬 | 0.18% | −128,945−75.9% | 減碼 |
| Melfa Wealth Management, LLC | 37,948 | $36.2 萬 | 0.20% | −9,704−20.4% | 減碼 |
| HighTower Advisors, LLC | 35,253 | $33.6 萬 | 0.00% | −1,092−3.0% | 減碼 |
| Lido Advisors, LLC | 35,045 | $33.4 萬 | 0.00% | +35,045 | 新進 |
| Kennedy Investment Group | 34,259 | $32.6 萬 | 0.11% | −4,915−12.5% | 減碼 |
| Arete Wealth Advisors, LLC | 33,945 | $32.3 萬 | 0.02% | −201−0.6% | 減碼 |
| Stifel Financial Corp | 33,432 | $31.9 萬 | 0.00% | +403+1.2% | 加碼 |
| Armis Advisers, LLC | 31,978 | $30.1 萬 | 0.03% | +31,978 | 新進 |
| Blue Bell Private Wealth Management, LLC | 30,908 | $29.5 萬 | 0.04% | −592−1.9% | 減碼 |
| The PNC Financial Services Group, Inc. | 30,633 | $29.2 萬 | 0.00% | 00.0% | 不變 |
| ProVise Management Group, LLC | 29,825 | $28.4 萬 | 0.02% | −531−1.7% | 減碼 |
| Evolve Private Wealth, LLC | 29,724 | $28.3 萬 | 0.01% | +3,732+14.4% | 加碼 |
| UBS Group AG | 29,161 | $27.8 萬 | 0.00% | +2,889+11.0% | 加碼 |
| Thomas J. Herzfeld Advisors, Inc. | 25,380 | $24.2 萬 | 0.08% | −7,635−23.1% | 減碼 |
| Traub Capital Management LLC | 25,081 | $23.9 萬 | 0.21% | −3,400−11.9% | 減碼 |
| Wedbush Securities Inc | 22,009 | $21.0 萬 | 0.01% | +22,009 | 新進 |
| Ackerman Capital Advisors, LLC | 20,737 | $19.8 萬 | 0.04% | +20,737 | 新進 |
| SRS Capital Advisors, Inc. | 20,426 | $19.5 萬 | 0.00% | 00.0% | 不變 |
| Fiera Capital Corp | 18,343 | $17.5 萬 | 0.00% | −123,957−87.1% | 減碼 |
| Smith Asset Management Co., LLC | 18,203 | $17.3 萬 | 0.14% | 00.0% | 不變 |
| Independent Advisor Alliance | 14,968 | $15.7 萬 | 0.00% | 00.0% | 不變 |
| Balanced Wealth Group LLC | 14,991 | $15.5 萬 | 0.05% | −9,442−38.6% | 減碼 |
| Cerity Partners LLC | 15,612 | $14.9 萬 | 0.00% | 00.0% | 不變 |
| Merit Financial Group, LLC | 15,342 | $14.6 萬 | 0.00% | −271−1.7% | 減碼 |
| Private Advisor Group, LLC | 14,106 | $13.4 萬 | 0.00% | +14,106 | 新進 |
| HRT Financial LP | 14,005 | $13.3 萬 | 0.00% | −1,574−10.1% | 減碼 |
| Mutual Advisors, LLC | 13,904 | $13.3 萬 | 0.00% | +13,904 | 新進 |
| US Bancorp | 12,787 | $12.2 萬 | 0.00% | 00.0% | 不變 |
| SMH Capital Advisors Inc | 12,204 | $11.6 萬 | 0.44% | 00.0% | 不變 |
| RSM US Wealth Management LLC | 12,093 | $11.5 萬 | 0.00% | −2,041−14.4% | 減碼 |
| River Street Advisors LLC | 11,182 | $10.7 萬 | 0.03% | 00.0% | 不變 |
| Duncker Streett & Co Inc | 11,000 | $10.5 萬 | 0.02% | 00.0% | 不變 |
| Allworth Financial LP | 7,000 | $7.99 萬 | 0.00% | 00.0% | 不變 |
| Geneos Wealth Management Inc. | 7,733 | $7.37 萬 | 0.00% | +7,733 | 新進 |
| Global Retirement Partners, LLC | 6,430 | $6.13 萬 | 0.00% | −30.0% | 減碼 |
| Farther Finance Advisors, LLC | 3,500 | $3.34 萬 | 0.00% | +3,500 | 新進 |
| Pinnacle Wealth Planning Services, Inc. | 1,746 | $1.66 萬 | 0.00% | −519−22.9% | 減碼 |
| Golden State Equity Partners | 1,568 | $1.49 萬 | 0.00% | +1,568 | 新進 |
| Steward Partners Investment Advisory, LLC | 1,567 | $1.49 萬 | 0.00% | −273−14.8% | 減碼 |
| Caldwell Trust Co | 1,400 | $1.33 萬 | 0.00% | 00.0% | 不變 |
| Private Trust Co NA | 1,100 | $1.05 萬 | 0.00% | 00.0% | 不變 |
| Nuveen, LLC | 1,089 | $1.02 萬 | 0.00% | +1,089 | 新進 |
| CoreCap Advisors, LLC | 788 | $7,510 | 0.00% | 00.0% | 不變 |
| Markowski Investments | 768 | $7,319 | 0.00% | 00.0% | 不變 |
| Huntington National Bank | – | $6,499 | 0.00% | – | 新進 |
| WPG Advisers, LLC | 627 | $5,975 | 0.00% | 00.0% | 不變 |
| Harbour Investments, Inc. | 500 | $4,765 | 0.00% | 00.0% | 不變 |
| Montag A & Associates Inc | 359 | $3,422 | 0.00% | +359 | 新進 |
| Community Financial Services Group, LLC | 200 | $1,902 | 0.00% | 00.0% | 不變 |
| Fifth Third Bancorp | 86 | $822 | 0.00% | +2+2.4% | 加碼 |
| Elyxium Wealth, LLC | 2 | $18 | 0.00% | +2 | 新進 |
| Robinson Capital Management, LLC | 0 | $0 | 0.00% | −265,460−100.0% | 清倉 |
| Creative Planning | 0 | $0 | 0.00% | −44,782−100.0% | 清倉 |
| Ground Swell Capital, LLC | 0 | $0 | 0.00% | −10,485−100.0% | 清倉 |
| Accredited Investor Services, LLC | 0 | $0 | 0.00% | −10,042−100.0% | 清倉 |
| Citigroup Inc | 0 | $0 | 0.00% | −5,527−100.0% | 清倉 |
| Rivernorth Capital Management, LLC | – | – | – | – | 本季未申報 |
| Guggenheim Capital LLC | – | – | – | – | 本季未申報 |
| Wells Fargo & Company | – | – | – | – | 本季未申報 |
| Almitas Capital LLC | – | – | – | – | 本季未申報 |
| Wiley Bros.-Aintree Capital, LLC | – | – | – | – | 本季未申報 |
| Cohen & Steers, Inc. | – | – | – | – | 本季未申報 |
| Integrated Wealth Concepts LLC | – | – | – | – | 本季未申報 |
| Envestnet Asset Management Inc | – | – | – | – | 本季未申報 |
| Summit Trail Advisors, LLC | – | – | – | – | 本季未申報 |
| Bank of America Corp | – | – | – | – | 本季未申報 |
| Ameriprise Financial Inc | – | – | – | – | 本季未申報 |
| Citadel Advisors LLC | – | – | – | – | 本季未申報 |
| Wellspring Financial Advisors, LLC | – | – | – | – | 本季未申報 |
| Jupiter Wealth Management LLC | – | – | – | – | 本季未申報 |
| Royal Bank of Canada | – | – | – | – | 本季未申報 |
| Virtu Financial LLC | – | – | – | – | 本季未申報 |
| Strategic Financial Concepts, LLC | – | – | – | – | 本季未申報 |
| RMB Capital Management, LLC | – | – | – | – | 本季未申報 |
