| 1 | MORGAN STANLEY | $157.8M | 10.4M | Trimmed |
| 2 | Saba Capital Management, L.P. | $155.2M | 10.2M | Added |
| 3 | BANK OF AMERICA CORP /DE/ | $37.9M | 2.5M | Trimmed |
| 4 | Allspring Global Investments Holdings, LLC | $26.4M | 1.7M | Added |
| 5 | STIFEL FINANCIAL CORP | $19.0M | 1.2M | Added |
| 6 | SIT INVESTMENT ASSOCIATES INC | $18.9M | 1.2M | Added |
| 7 | Invesco Ltd. | $17.4M | 1.1M | Trimmed |
| 8 | Focus Partners Wealth | $14.1M | 927,671 | Trimmed |
| 9 | LPL Financial LLC | $11.3M | 745,664 | Added |
| 10 | Advisors Asset Management, Inc. | $10.8M | 712,432 | Trimmed |
| 11 | Penserra Capital Management LLC | $9.4M | 616,973 | Added |
| 12 | Arete Wealth Advisors, LLC | $8.0M | 528,076 | Trimmed |
| 13 | Royal Bank of Canada | $7.6M | 500,096 | Trimmed |
| 14 | GUGGENHEIM CAPITAL LLC | $7.1M | 464,665 | Added |
| 15 | RAYMOND JAMES FINANCIAL INC | $6.6M | 437,670 | Added |
| 16 | WELLS FARGO & COMPANY/MN | $5.8M | 379,838 | Trimmed |
| 17 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $4.3M | 285,864 | Trimmed |
| 18 | UBS Group AG | $4.1M | 270,326 | Added |
| 19 | CAPSTONE INVESTMENT ADVISORS, LLC | $3.9M | 253,669 | Trimmed |
| 20 | OSAIC HOLDINGS, INC. | $2.9M | 192,037 | Added |
| 21 | Creative Planning | $2.8M | 182,430 | Trimmed |
| 22 | Advisor OS, LLC | $2.5M | 167,200 | Added |
| 23 | EVOLVE PRIVATE WEALTH, LLC | $2.5M | 163,454 | Trimmed |
| 24 | Cambridge Investment Research Advisors, Inc. | $2.3M | 149,757 | Added |
| 25 | Thrivent Financial for Lutherans | $2.1M | 139,164 | Trimmed |