| 1 | MORGAN STANLEY | $135.0M | 10.7M | Trimmed |
| 2 | Saba Capital Management, L.P. | $128.8M | 10.2M | Added |
| 3 | BANK OF AMERICA CORP /DE/ | $33.1M | 2.6M | Trimmed |
| 4 | Allspring Global Investments Holdings, LLC | $21.1M | 1.7M | Added |
| 5 | STIFEL FINANCIAL CORP | $15.5M | 1.2M | Trimmed |
| 6 | Invesco Ltd. | $15.3M | 1.2M | Trimmed |
| 7 | Focus Partners Wealth | $12.1M | 956,102 | Trimmed |
| 8 | Advisors Asset Management, Inc. | $10.9M | 862,480 | Trimmed |
| 9 | LPL Financial LLC | $9.3M | 736,439 | Added |
| 10 | Penserra Capital Management LLC | $7.5M | 593,440 | Added |
| 11 | Arete Wealth Advisors, LLC | $6.8M | 533,912 | New |
| 12 | CAPSTONE INVESTMENT ADVISORS, LLC | $6.6M | 526,672 | Hold |
| 13 | Royal Bank of Canada | $6.4M | 509,218 | Trimmed |
| 14 | SIT INVESTMENT ASSOCIATES INC | $5.9M | 470,641 | New |
| 15 | GUGGENHEIM CAPITAL LLC | $5.7M | 449,895 | Trimmed |
| 16 | RAYMOND JAMES FINANCIAL INC | $5.5M | 437,669 | Added |
| 17 | WELLS FARGO & COMPANY/MN | $4.9M | 391,920 | Added |
| 18 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $3.6M | 288,968 | Added |
| 19 | UBS Group AG | $3.2M | 255,427 | Trimmed |
| 20 | Creative Planning | $2.4M | 187,935 | Trimmed |
| 21 | EVOLVE PRIVATE WEALTH, LLC | $2.2M | 172,743 | Trimmed |
| 22 | OSAIC HOLDINGS, INC. | $2.1M | 168,975 | Trimmed |
| 23 | Shaker Financial Services, LLC | $2.0M | 156,527 | Trimmed |
| 24 | Thrivent Financial for Lutherans | $1.9M | 148,164 | Trimmed |
| 25 | Integrated Wealth Concepts LLC | $1.6M | 124,099 | Trimmed |