| MORGAN STANLEY | 2.78M | $42.7M | −$750.1K | Cut−$688.3K |
| Pathstone Holdings, LLC | 975.9K | $15M | — | Held |
| GUGGENHEIM CAPITAL LLC | 950K | $14.6M | — | Held |
| BANK OF AMERICA CORP /DE/ | 885K | $13.6M | −$183.1K | Added$2.99M |
| Advisors Asset Management, Inc. | 835.9K | $12.8M | — | Held |
| Baird Financial Group, Inc. | 708K | $10.9M | — | Held |
| RAYMOND JAMES FINANCIAL INC | 648.1K | $9.94M | — | Held |
| ROYAL BANK OF CANADA | 484.7K | $7.43M | — | Held |
| WELLS FARGO & COMPANY/MN | 276.5K | $4.24M | — | Held |
| CORRADO ADVISORS, LLC | 180.3K | $2.76M | — | Held |
| Focus Partners Wealth | 142.7K | $2.19M | — | Held |
| Steward Partners Investment Advisory, LLC | 137.4K | $2.11M | — | Held |
| Closed-End Fund Advisors, Inc. | 110.4K | $1.69M | — | Held |
| Kestra Advisory Services, LLC | 104K | $1.59M | — | Held |
| Invesco Ltd. | 78.4K | $1.2M | — | Held |
| OPPENHEIMER & CO INC | 71K | $1.09M | — | Held |
| STIFEL FINANCIAL CORP | 48.3K | $740.2K | — | Held |
| Golden State Equity Partners | 47.7K | $731.1K | — | Held |
| OSAIC HOLDINGS, INC. | 45.5K | $698.1K | — | Held |
| Concurrent Investment Advisors, LLC | 36.5K | $559.2K | — | Held |
| Aviance Capital Partners, LLC | 31.6K | $484.7K | — | Held |
| ENVESTNET ASSET MANAGEMENT INC | 31.5K | $482.7K | — | Held |
| World Investment Advisors | 31K | $474.7K | — | Held |
| Rockefeller Capital Management L.P. | 30K | $460K | — | Held |
| JOURNEY STRATEGIC WEALTH LLC | 27.9K | $428.3K | — | Held |
| Marex Group plc | 27.8K | $426.9K | — | New |
| Cetera Investment Advisers | 27.3K | $419K | — | Held |
| LPL Financial LLC | 26.6K | $407.2K | — | Held |
| DAVENPORT & Co LLC | 24.4K | $373.5K | — | Held |
| J.W. COLE ADVISORS, INC. | 39K | $333.4K | — | Held |
| JANE STREET GROUP, LLC | 19.9K | $304.8K | — | Held |
| UBS Group AG | 19.2K | $294K | — | Held |
| Orion Porfolio Solutions, LLC | 15.2K | $233.2K | — | Held |
| COMMONWEALTH EQUITY SERVICES, LLC | 15.1K | $232K | — | Held |
| Kingsview Wealth Management, LLC | 14.8K | $227.3K | — | Held |
| MGB Wealth Management, LLC | 14.1K | $216.9K | — | Held |
| 1607 Capital Partners, LLC | 12.6K | $193.2K | — | Held |
| High Net Worth Advisory Group LLC | 12.4K | $189.7K | — | Held |
| U.S. Capital Wealth Advisors, LLC | 11.8K | $180.9K | — | Held |
| XTX Topco Ltd | 10.9K | $166.5K | — | Held |
| SouthState Bank Corp | 8.43K | $129.2K | — | Held |
| Annis Gardner Whiting Capital Advisors, LLC | 7.5K | $115K | — | Held |
| Larson Financial Group LLC | 3K | $46K | — | Held |
| Geneos Wealth Management Inc. | 3K | $46K | — | Held |
| Noble Wealth Management PBC | 2.7K | $41.4K | −$729 | Cut−$729 |
| HARBOUR INVESTMENTS, INC. | 1.5K | $23K | — | Held |
| COHEN & STEERS, INC. | 748.1K | $11.5K | — | Held |
| JPMORGAN CHASE & CO | 550 | $8.43K | — | Held |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 500 | $7.67K | — | Held |
| Cambridge Investment Research Advisors, Inc. | 15K | $230 | — | Held |
| WEDBUSH SECURITIES INC | 10.8K | $165 | — | Held |
| TSFG, LLC | 1.73K | $27 | — | Held |
| CENTRAL TRUST Co | 1 | $16 | — | Held |