| 1607 Capital Partners, LLC | 364.6K | $5.47M | −$61.2K | Added$3.17M |
| Allspring Global Investments Holdings, LLC | 294.6K | $4.42M | −$80K | Added$1.41M |
| JONES FINANCIAL COMPANIES LLLP | 280.9K | $4.16M | −$149.2K | Added$327.4K |
| MORGAN STANLEY | 206.8K | $3.1M | −$84.1K | Cut−$57.6K |
| GUGGENHEIM CAPITAL LLC | 203.1K | $3.05M | −$72.5K | Added$320.9K |
| LEGACY FINANCIAL INDEPENDENT ADVISORS LLC | 190.4K | $2.86M | — | Held |
| WELLS FARGO & COMPANY/MN | 155.6K | $2.33M | −$63.8K | Cut−$151.2K |
| Invesco Ltd. | 153.1K | $2.3M | −$62.8K | Cut−$112.9K |
| WOLVERINE ASSET MANAGEMENT LLC | 139.9K | $2.1M | −$38.5K | Added$649.7K |
| WealthBridge Capital Management, LLC | 131.1K | $1.97M | −$53.7K | Cut−$74.7K |
| ProVise Management Group, LLC | 114.9K | $1.72M | −$47.1K | Cut−$126.8K |
| Fiera Capital Corp | 103.7K | $1.56M | −$42.5K | Cut−$113.9K |
| Karpus Management, Inc. | 72K | $1.08M | — | New |
| CITIGROUP INC | 71K | $1.06M | −$28.8K | Cut−$16.8K |
| BANK OF AMERICA CORP /DE/ | 68.1K | $1.02M | −$27.9K | Cut−$71.3K |
| RAYMOND JAMES FINANCIAL INC | 66K | $990.2K | −$20.6K | Added$217.2K |
| Hennion & Walsh Asset Management, Inc. | 63K | $944.3K | −$25.8K | Cut−$235.4K |
| LPL Financial LLC | 62.3K | $934K | −$5.11K | Added$742K |
| Hara Capital LLC | 38.9K | $582.8K | — | New |
| ROYAL BANK OF CANADA | 37.9K | $569K | −$14.4K | Added$21K |
| MELFA WEALTH MANAGEMENT, INC. | 36K | $539.5K | −$14.7K | Cut−$14.7K |
| RIVERBRIDGE PARTNERS LLC | 31.8K | $477.5K | −$12.6K | Added$5.41K |
| OAK HARBOR WEALTH PARTNERS, LLC | 25.5K | $383.1K | −$10.5K | Cut−$25.5K |
| UBS Group AG | 25.5K | $382.5K | −$10.5K | Cut−$416.2K |
| Uncommon Cents Investing LLC | 24.2K | $363.1K | −$7.75K | Added$71.7K |
| OSAIC HOLDINGS, INC. | 23.4K | $350.9K | −$9.58K | Cut−$11.4K |
| Ethos Financial Group, LLC | 22.6K | $347.5K | $0 | Held |
| AMERIPRISE FINANCIAL INC | 20.2K | $303.4K | −$8.29K | Cut−$65.1K |
| UHLMANN PRICE SECURITIES, LLC | 19.2K | $287.4K | −$7.71K | Cut−$4.04K |
| PETRA FINANCIAL ADVISORS INC | 17.3K | $259.6K | — | New |
| Mutual Advisors, LLC | 13.7K | $205.9K | — | New |
| COMMONWEALTH EQUITY SERVICES, LLC | 12.2K | $183.6K | −$5.01K | Cut−$4.77K |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 4.63K | $69.4K | −$2.04K | Cut−$2.04K |
| PNC Financial Services Group, Inc. | 4.03K | $60.5K | −$208 | Added$52.6K |
| FIFTH THIRD BANCORP | 2.54K | $38.1K | −$410 | Added$22.7K |
| Farther Finance Advisors, LLC | 2.35K | $35.2K | −$1.03K | Cut−$1.03K |
| Noble Wealth Management PBC | 1.7K | $25.5K | −$697 | Cut−$697 |
| MAI Capital Management | 1.35K | $20.3K | −$556 | Cut−$556 |
| Citizens National Bank Trust Department | 1.15K | $17.3K | −$472 | Cut−$8.95K |
| SIT INVESTMENT ASSOCIATES INC | 1.07M | $16K | −$377 | Added$1.87K |
| Steward Partners Investment Advisory, LLC | 900 | $13.5K | −$369 | Cut−$369 |
| Princeton Global Asset Management LLC | 535 | $8.03K | −$219 | Cut−$1.22K |
| IFP Advisors, Inc | 500 | $7.5K | −$205 | Cut−$205 |
| Annis Gardner Whiting Capital Advisors, LLC | 455 | $6.83K | −$187 | Cut−$8.82K |
| PFS Partners, LLC | 360 | $5.4K | −$147 | Cut−$147 |
| MATHER GROUP, LLC. | 100 | $1.5K | — | New |
| Janney Montgomery Scott LLC | 20K | $301 | −$8 | Cut−$113 |
| HUNTINGTON NATIONAL BANK | 1 | $15 | $0 | Held |
| HANTZ FINANCIAL SERVICES, INC. | 666 | $10 | −$0 | Cut−$11 |