| BANK OF AMERICA CORP /DE/ | 800.6K | $19.7M | −$488.3K | Added$2.4M |
| Prime Capital Investment Advisors, LLC | 321K | $7.88M | — | Held |
| RAYMOND JAMES FINANCIAL INC | 308.8K | $7.58M | — | Held |
| COMMONWEALTH EQUITY SERVICES, LLC | 214.3K | $5.26M | — | Held |
| JANE STREET GROUP, LLC | 178.9K | $4.39M | — | Held |
| LPL Financial LLC | 167.8K | $4.12M | — | Held |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 125K | $3.07M | — | Held |
| STIFEL FINANCIAL CORP | 117.9K | $2.9M | — | Held |
| Private Advisor Group, LLC | 104.1K | $2.56M | — | Held |
| ARMSTRONG ADVISORY GROUP, INC | 67.7K | $1.66M | — | Held |
| OSAIC HOLDINGS, INC. | 31K | $761.3K | — | Held |
| Prosperity Consulting Group, LLC | 30.9K | $757.6K | — | Held |
| SeaCrest Wealth Management, LLC | 27.5K | $676.8K | — | Held |
| WealthShield Partners, LLC | 25.2K | $617.9K | — | Held |
| Citadel | 21.4K | $525.2K | — | Held |
| DOVER ADVISORS, LLC | 21.3K | $522.8K | — | Held |
| Lloyd Advisory Services, LLC. | 19.9K | $489.8K | — | Held |
| Fortis Capital Advisors, LLC | 16K | $392.2K | — | Held |
| Belpointe Asset Management LLC | 16K | $392.2K | — | Held |
| Coordinated Financial Services, Inc. | 15.5K | $379.5K | — | Held |
| OLD MISSION CAPITAL LLC | 13.1K | $321.4K | — | Held |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 12.5K | $308K | — | Held |
| Comprehensive Financial Consultants Institutional, Inc. | 11.7K | $286.3K | — | Held |
| PRIVATE TRUST CO NA | 11.6K | $284.8K | — | Held |
| HARBOUR INVESTMENTS, INC. | 11K | $270K | — | Held |
| INDEPENDENT FINANCIAL GROUP, LLC | 10.8K | $264K | −$6.11K | Added$47.9K |
| Avidian Wealth Enterprises, LLC | 8.79K | $215.7K | — | Held |
| Cetera Investment Advisers | 8.38K | $205.9K | — | Held |
| BlackRock, Inc. | 2K | $49.1K | — | Held |
| Aptus Capital Advisors, LLC | 884 | $21.7K | — | Held |
| Steward Partners Investment Advisory, LLC | 687 | $16.9K | — | Held |
| Red Tortoise LLC | 658 | $16.2K | — | Held |
| Farther Finance Advisors, LLC | 600 | $14.7K | — | Held |
| TUCKER ASSET MANAGEMENT LLC | 568 | $13.9K | — | New |
| ROYAL BANK OF CANADA | 526 | $13K | — | Held |
| Sunbelt Securities, Inc. | 278 | $6.82K | — | Held |
| NATIONAL BANK OF CANADA /FI/ | 140 | $3.43K | — | Held |
| Triumph Capital Management | 30 | $737 | −$21 | Cut−$200.6K |
| HRT FINANCIAL LP | 12.6K | $310 | — | Held |
| MORGAN STANLEY | 1 | $41 | $5 | Added$5 |
| WELLS FARGO & COMPANY/MN | 1 | $23 | — | Held |