| MORGAN STANLEY | 1.75M | $38.5M | $858.1K | Added$1.6M |
| Exeter Financial, LLC | 574.2K | $12.6M | — | Held |
| WELLS FARGO & COMPANY/MN | 509.6K | $11.2M | — | Held |
| Invesco Ltd. | 415.1K | $9.14M | — | Held |
| Shaker Financial Services, LLC | 286.6K | $6.31M | — | Held |
| UBS Group AG | 276.1K | $6.08M | — | Held |
| RAYMOND JAMES FINANCIAL INC | 262.3K | $5.78M | — | Held |
| ROYAL BANK OF CANADA | 244.8K | $5.39M | — | Held |
| North Star Investment Management Corp. | 184.5K | $4.06M | — | Held |
| GUGGENHEIM CAPITAL LLC | 176.5K | $3.89M | — | Held |
| LPL Financial LLC | 176.1K | $3.88M | — | Held |
| Smith Asset Management Co., LLC | 153.7K | $3.38M | — | Held |
| Karpus Management, Inc. | 142.2K | $3.13M | — | Held |
| ENVESTNET ASSET MANAGEMENT INC | 81.6K | $1.8M | — | Held |
| Creative Planning | 79.8K | $1.76M | — | Held |
| Cornerstone Advisors, LLC | 79.2K | $1.74M | — | Held |
| TRUIST FINANCIAL CORP | 78.5K | $1.73M | — | Held |
| Integrated Wealth Concepts LLC | 70.1K | $1.54M | — | Held |
| WOLVERINE ASSET MANAGEMENT LLC | 62.5K | $1.38M | — | Held |
| OSAIC HOLDINGS, INC. | 61.8K | $1.36M | — | Held |
| AMERIPRISE FINANCIAL INC | 60.7K | $1.34M | — | Held |
| PMG Family Office LLC | 57.2K | $1.26M | $28.6K | Added$28.7K |
| Heritage Wealth Management, Inc. | 50.2K | $1.11M | — | Held |
| Waverly Advisors, LLC | 45.7K | $1.01M | — | Held |
| D.A. DAVIDSON & CO. | 40.6K | $893.9K | — | Held |
| READYSTATE ASSET MANAGEMENT LP | 38.3K | $844.1K | — | Held |
| &PARTNERS | 33.9K | $746.1K | — | Held |
| Compound Planning, Inc. | 31.2K | $687.4K | — | Held |
| Steward Partners Investment Advisory, LLC | 30.6K | $673.7K | — | Held |
| Centurion Wealth Management LLC | 27.8K | $612.8K | — | Held |
| COMMONWEALTH EQUITY SERVICES, LLC | 25.7K | $566.4K | — | Held |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 25.2K | $555.3K | — | Held |
| Global Retirement Partners, LLC | 24.3K | $535.5K | — | Held |
| Opal Wealth Advisors, LLC | 21.8K | $479.5K | — | Held |
| BANK OF AMERICA CORP /DE/ | 19.2K | $421.7K | $9.33K | Added$19.7K |
| Logan Stone Capital, LLC | 18.8K | $413.2K | — | Held |
| BENJAMIN EDWARDS INC | 17.2K | $378.8K | — | Held |
| Cetera Investment Advisers | 15.4K | $340.1K | — | Held |
| Koshinski Asset Management, Inc. | 14.8K | $326.2K | — | Held |
| COMERICA BANK | 14.1K | $309.7K | — | Held |
| Sanctuary Advisors, LLC | 13.1K | $288.8K | $5.88K | Added$35.6K |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 12.8K | $281.7K | — | Held |
| WEST MICHIGAN ADVISORS, LLC | 12.6K | $278.4K | — | Held |
| BROWN BROTHERS HARRIMAN & CO | 12.6K | $278K | — | Held |
| NewEdge Advisors, LLC | 12.1K | $267.1K | — | Held |
| WEST BANCORPORATION INC | 12.1K | $266.4K | — | Held |
| TWO SIGMA INVESTMENTS, LP | 11.5K | $252.8K | — | Held |
| Kestra Advisory Services, LLC | 10.4K | $228.1K | — | Held |
| CIBC Asset Management Inc | 10.3K | $225.9K | — | Held |
| STIFEL FINANCIAL CORP | 10.2K | $224.3K | — | Held |
| Certified Advisory Corp | 10.2K | $223.8K | — | Held |
| Rockefeller Capital Management L.P. | 8.88K | $195.5K | — | Held |
| PNC Financial Services Group, Inc. | 6.14K | $135.2K | — | Held |
| HARBOUR INVESTMENTS, INC. | 3.86K | $84.9K | — | Held |
| Farther Finance Advisors, LLC | 1.6K | $35.2K | — | Held |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 1.15K | $25.3K | — | Held |
| CoreCap Advisors, LLC | 1.1K | $24.2K | — | Held |
| CENTRAL TRUST Co | 1K | $22K | — | Held |
| Navalign, LLC | 786 | $17.3K | — | Held |
| AdvisorNet Financial, Inc | 644 | $14.2K | — | Held |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 416 | $9.16K | — | Held |
| Strategic Wealth Partners, Ltd. | 402 | $8.85K | — | Held |
| JPMORGAN CHASE & CO | 300 | $6.61K | — | Held |
| Key Financial Inc | 218 | $4.8K | — | Held |
| Cambridge Investment Research Advisors, Inc. | 26.3K | $578 | — | Held |
| Frazier Financial Advisors, LLC | 25 | $551 | — | Held |
| Aurora Private Wealth, Inc. | 24.2K | $534 | — | Held |
| Janney Montgomery Scott LLC | 21.5K | $474 | — | Held |
| CWM, LLC | 14.6K | $323 | — | Held |