| 1 | BANK OF AMERICA CORP /DE/ | $111.8M | 6.1M | Added |
| 2 | MORGAN STANLEY | $109.0M | 5.9M | Trimmed |
| 3 | RAYMOND JAMES FINANCIAL INC | $57.1M | 3.1M | Added |
| 4 | LPL Financial LLC | $44.3M | 2.4M | Added |
| 5 | WELLS FARGO & COMPANY/MN | $30.4M | 1.6M | Trimmed |
| 6 | Royal Bank of Canada | $30.3M | 1.6M | Added |
| 7 | Penserra Capital Management LLC | $25.6M | 1.4M | Added |
| 8 | Saba Capital Management, L.P. | $23.0M | 1.2M | New |
| 9 | STIFEL FINANCIAL CORP | $15.7M | 848,245 | Added |
| 10 | Janney Montgomery Scott LLC | $13.7M | 742,462 | Added |
| 11 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $12.5M | 674,729 | Added |
| 12 | LAZARD ASSET MANAGEMENT LLC | $11.3M | 612,315 | Hold |
| 13 | RIVERNORTH CAPITAL MANAGEMENT, LLC | $11.2M | 607,243 | Added |
| 14 | Shaker Financial Services, LLC | $11.2M | 605,745 | Added |
| 15 | Waterfront Wealth Inc. | $9.0M | 495,162 | Trimmed |
| 16 | OSAIC HOLDINGS, INC. | $8.9M | 484,010 | Added |
| 17 | Modern Wealth Management, LLC | $8.9M | 480,230 | Trimmed |
| 18 | UBS Group AG | $8.6M | 465,248 | Trimmed |
| 19 | GUGGENHEIM CAPITAL LLC | $7.8M | 423,470 | Trimmed |
| 20 | Advisors Asset Management, Inc. | $6.2M | 336,541 | Added |
| 21 | Paller Financial Services Inc | $5.6M | 303,412 | Trimmed |
| 22 | Steward Partners Investment Advisory, LLC | $5.4M | 290,748 | Added |
| 23 | Allspring Global Investments Holdings, LLC | $5.3M | 287,283 | Added |
| 24 | ROTHSCHILD INVESTMENT LLC | $4.6M | 250,772 | Added |
| 25 | CAPTRUST FINANCIAL ADVISORS | $4.6M | 249,028 | Trimmed |