| JPMORGAN CHASE & CO | 230K | $5.12M | — | New |
| Fortis Group Advisors, LLC | 110.7K | $2.57M | — | New |
| PRINCIPAL SECURITIES, INC. | 104.5K | $2.39M | — | New |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 80.7K | $1.84M | — | New |
| Clay Northam Wealth Management, LLC | 73.6K | $1.68M | — | New |
| COMMONWEALTH EQUITY SERVICES, LLC | 68.5K | $1.57M | — | New |
| OPPENHEIMER & CO INC | 52.9K | $1.21M | — | New |
| STIFEL FINANCIAL CORP | 51.1K | $1.17M | — | New |
| OSAIC HOLDINGS, INC. | 43.3K | $989.7K | — | New |
| ENVESTNET ASSET MANAGEMENT INC | 27.3K | $623.4K | — | New |
| UBS Group AG | 22.9K | $522.6K | −$434 | Added$517.5K |
| ROYAL BANK OF CANADA | 21.1K | $481K | — | New |
| TRUIST FINANCIAL CORP | 21.1K | $480.7K | — | New |
| Pinnacle Wealth Planning Services, Inc. | 20.2K | $462.7K | — | New |
| Kestra Advisory Services, LLC | 17.2K | $394.1K | −$1.71K | Added$374.1K |
| Cannon Global Investment Management, LLC | 15.6K | $356.8K | — | New |
| Mariner, LLC | 11.4K | $260K | — | New |
| Third View Private Wealth, LLC | 10.3K | $236.7K | — | New |
| PFG Investments, LLC | 10.3K | $235.6K | — | New |
| 1776 Wealth LLC | 10.2K | $232.9K | −$21.8K | Cut−$21.8K |
| FIFTH THIRD BANCORP | 10K | $228.7K | — | New |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 10K | $228.6K | — | New |
| DUTCH ASSET Corp | 9.8K | $224.2K | — | New |
| Steward Partners Investment Advisory, LLC | 9.39K | $214.7K | — | New |
| Essex Financial Services, Inc. | 9.33K | $213.4K | — | New |
| one8zero8, LLC | 9.25K | $211.5K | — | New |
| Larson Financial Group LLC | 3.19K | $73K | — | New |
| Allworth Financial LP | 2K | $45.7K | — | New |
| Farther Finance Advisors, LLC | 1.24K | $28.2K | — | New |
| NBC SECURITIES, INC. | 1K | $22.9K | — | New |
| CWM, LLC | 585 | $13.4K | — | New |
| Chung Wu Investment Group, LLC | 500 | $11.4K | — | New |
| IFP Advisors, Inc | 350 | $8K | — | New |
| IMG Wealth Management, Inc. | 248 | $5.67K | — | New |
| SIGNATUREFD, LLC | 239 | $5.47K | — | New |
| HARBOUR INVESTMENTS, INC. | 150 | $3.43K | — | New |
| Janney Montgomery Scott LLC | 61.7K | $1.41K | — | New |
| Anchor Investment Management, LLC | 50 | $1.14K | — | New |
| Cambridge Investment Research Advisors, Inc. | 43.3K | $989 | — | New |
| WELLS FARGO & COMPANY/MN | 42 | $961 | — | New |
| NVWM, LLC | 5 | $114 | — | New |