| 1 | MORGAN STANLEY | $53.5M | 6.0M | Added |
| 2 | Karpus Management, Inc. | $21.9M | 2.5M | Added |
| 3 | Pathstone Holdings, LLC | $19.3M | 2.2M | Added |
| 4 | Advisors Asset Management, Inc. | $13.3M | 1.5M | Trimmed |
| 5 | GUGGENHEIM CAPITAL LLC | $10.1M | 1.1M | Added |
| 6 | LPL Financial LLC | $6.9M | 770,907 | Trimmed |
| 7 | Baird Financial Group, Inc. | $6.9M | 769,825 | Trimmed |
| 8 | 1607 Capital Partners, LLC | $6.8M | 759,065 | Added |
| 9 | Saba Capital Management, L.P. | $6.1M | 683,781 | Added |
| 10 | WELLS FARGO & COMPANY/MN | $4.2M | 467,615 | Added |
| 11 | Shaker Financial Services, LLC | $3.7M | 412,262 | Trimmed |
| 12 | ADAPT WEALTH ADVISORS, LLC | $3.5M | 394,418 | Trimmed |
| 13 | RAYMOND JAMES FINANCIAL INC | $3.4M | 378,342 | Added |
| 14 | Altium Capital Management LP | $2.9M | 328,901 | Hold |
| 15 | Royal Bank of Canada | $2.8M | 314,744 | Added |
| 16 | AMERIPRISE FINANCIAL INC | $2.4M | 264,443 | Trimmed |
| 17 | UBS Group AG | $1.8M | 206,386 | Added |
| 18 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $1.6M | 181,919 | Added |
| 19 | D.A. DAVIDSON & CO. | $1.6M | 179,641 | Added |
| 20 | Cambridge Investment Research Advisors, Inc. | $1.4M | 157,131 | Trimmed |
| 21 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.0M | 116,122 | Added |
| 22 | COMMONWEALTH EQUITY SERVICES, LLC | $902,220 | 101,259 | Trimmed |
| 23 | OSAIC HOLDINGS, INC. | $889,793 | 99,864 | Added |
| 24 | Saxony Capital Management, LLC | $786,308 | 88,250 | Hold |
| 25 | Focus Partners Wealth | $719,972 | 80,805 | Trimmed |