| BANK OF AMERICA CORP /DE/ | 2.01M | $45.7M | −$1.39M | Cut−$225.4K |
| ENVESTNET ASSET MANAGEMENT INC | 1.51M | $34.3M | — | Held |
| LPL Financial LLC | 1.24M | $28.2M | — | Held |
| Cetera Investment Advisers | 1.17M | $26.5M | — | Held |
| MORGAN STANLEY | 1.09M | $24.7M | −$389.4K | Added$11.9M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 990.8K | $22.5M | — | Held |
| FRANKLIN RESOURCES INC | 738.7K | $16.7M | — | Held |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 655K | $14.8M | — | Held |
| Columbus Macro, LLC | 613.6K | $13.9M | — | Held |
| UBS Group AG | 591.9K | $13.4M | — | Held |
| PINEBRIDGE INVESTMENTS LLC | 527.1K | $12M | — | Held |
| BlackRock, Inc. | 518.6K | $11.8M | — | Held |
| WealthShield Partners, LLC | 347.4K | $7.88M | — | Held |
| AlphaStar Capital Management, LLC | 319.8K | $7.25M | — | Held |
| ASSETMARK, INC | 294.9K | $6.68M | — | Held |
| IHT Wealth Management, LLC | 278.3K | $6.31M | — | Held |
| Hamilton Wealth, LLC | 237.2K | $5.38M | — | Held |
| COMMONWEALTH EQUITY SERVICES, LLC | 235.1K | $5.33M | — | Held |
| JANE STREET GROUP, LLC | 233K | $5.28M | — | Held |
| ROYAL BANK OF CANADA | 205.2K | $4.65M | — | Held |
| Quadrature Capital Ltd | 177.1K | $4.01M | — | Held |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 175.8K | $3.99M | — | Held |
| OSAIC HOLDINGS, INC. | 167.3K | $3.79M | — | Held |
| RAYMOND JAMES FINANCIAL INC | 143K | $3.24M | — | Held |
| COMERICA BANK | 130.5K | $2.96M | — | Held |
| Golden State Equity Partners | 119.6K | $2.71M | — | Held |
| Bank of New York Mellon Corp | 110.3K | $2.5M | — | Held |
| MML INVESTORS SERVICES, LLC | 107.1K | $2.43M | — | Held |
| Steward Partners Investment Advisory, LLC | 103.1K | $2.34M | — | Held |
| ARMSTRONG ADVISORY GROUP, INC | 94.6K | $2.15M | — | Held |
| PRINCIPAL FINANCIAL GROUP INC | 94.1K | $2.13M | — | Held |
| Integrated Wealth Concepts LLC | 89.4K | $2.03M | — | Held |
| FWG Holdings, LLC | 82.3K | $1.87M | — | Held |
| Sovran Advisors, LLC | 76.7K | $1.76M | — | Held |
| PFG Investments, LLC | 71.3K | $1.62M | — | Held |
| TRUIST FINANCIAL CORP | 61.1K | $1.38M | — | Held |
| STIFEL FINANCIAL CORP | 55.5K | $1.26M | — | Held |
| Elequin Capital, LP | 54.4K | $1.23M | — | Held |
| WEALTH ALLIANCE, LLC | 52K | $1.18M | — | Held |
| OPPENHEIMER & CO INC | 51.7K | $1.17M | — | Held |
| NerdWallet Wealth Partners, LLC | 13.1K | $1.14M | — | Held |
| Triumph Capital Management | 50K | $1.13M | −$12.3K | Added$728.7K |
| MGO ONE SEVEN LLC | 49.7K | $1.13M | — | Held |
| CacheTech Inc. | 49.2K | $1.11M | — | Held |
| Claris Financial LLC | 47.9K | $1.09M | −$34K | Cut−$173.8K |
| TRAPHAGEN INVESTMENT ADVISORS LLC | 47.5K | $1.08M | — | Held |
| Dynamic Advisor Solutions LLC | 45.5K | $1.03M | — | Held |
| Sanctuary Advisors, LLC | 38.6K | $874.8K | −$23.7K | Added$94.8K |
| Alpine Bank Wealth Management | 37.8K | $857K | — | Held |
| Secure Asset Management, LLC | 35.6K | $807.4K | — | Held |
| Avidian Wealth Enterprises, LLC | 35.5K | $805.8K | — | Held |
| Advyzon Investment Management, LLC | 33.8K | $767.2K | — | Held |
| Frontier Asset Management, LLC | 33.7K | $763.9K | — | Held |
| Perennial Investment Advisors, LLC | 32.2K | $730.7K | — | Held |
| NCM Capital Management, LLC | 32.1K | $728.5K | — | Held |
| DOVER ADVISORS, LLC | 30.8K | $697.4K | — | Held |
| Federation des caisses Desjardins du Quebec | 30.6K | $693.7K | — | Held |
| OLD MISSION CAPITAL LLC | 29.6K | $670.2K | — | Held |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 29.5K | $668.8K | — | Held |
| Walser Wealth Management Company, A Ltd Liability Co | 29K | $657.8K | — | Held |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 29K | $657.8K | — | Held |
| Mutual Advisors, LLC | 27.4K | $620.6K | — | Held |
| Blueprint Investment Partners LLC | 26.4K | $597.6K | — | Held |
| Blueprint Financial Advisors LLC | 26.4K | $597.6K | — | Held |
| ELEVATION POINT WEALTH PARTNERS, LLC | 23.1K | $524.2K | — | New |
| Vestmark Advisory Solutions, Inc. | 23.1K | $524.2K | — | Held |
| Lloyd Advisory Services, LLC. | 22.5K | $510.9K | — | Held |
| PFG Advisors | 21.6K | $490.5K | — | Held |
| Corient Private Wealth LLC | 21K | $475.4K | — | Held |
| QUANTIFY CHAOS ADVISORS, LLC | 20.9K | $473.2K | — | Held |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 19.5K | $445.6K | — | Held |
| PRINCIPAL SECURITIES, INC. | 16.8K | $380.6K | — | Held |
| Citadel | 16.6K | $376.2K | — | Held |
| Kestra Advisory Services, LLC | 16.5K | $373.7K | — | Held |
| Global Retirement Partners, LLC | 15.7K | $355.6K | — | Held |
| Kovack Advisors, Inc. | 15.1K | $341.5K | — | Held |
| Coordinated Financial Services, Inc. | 14.6K | $330.8K | — | Held |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 13.2K | $298.2K | — | Held |
| Prosperity Wealth Management, Inc. | 12.3K | $279.7K | — | Held |
| Global Wealth Strategies & Associates | 12.3K | $278.9K | — | Held |
| Joseph P. Lucia & Associates, LLC | 12K | $271.8K | — | Held |
| Latitude Advisors, LLC | 11.8K | $267.1K | — | Held |
| SENTINEL PENSION ADVISORS, LLC | 10.8K | $245K | — | Held |
| World Investment Advisors | 10.2K | $232K | — | Held |
| Independent Advisor Alliance | 10.1K | $229.9K | — | Held |
| Foguth Wealth Management, LLC. | 10K | $227.4K | — | Held |
| Summit Financial, LLC | 9.8K | $222.2K | — | Held |
| NewEdge Advisors, LLC | 9.53K | $216.1K | — | Held |
| Cullen/Frost Bankers, Inc. | 8.8K | $199.6K | — | Held |
| Caitlin John, LLC | 7.1K | $161K | — | Held |
| JPMORGAN CHASE & CO | 6.04K | $137.1K | — | Held |
| IFP Advisors, Inc | 5.76K | $130.6K | −$2.7K | Added$41.8K |
| Morling Financial Advisors, LLC | 5.16K | $117.1K | — | Held |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 5.08K | $115.1K | — | Held |
| MidFirst Bank | 5K | $113.3K | — | Held |
| Private Wealth Asset Management, LLC | 4.98K | $112.9K | — | Held |
| AE Wealth Management LLC | 4.68K | $106.1K | — | Held |
| MAI Capital Management | 4.4K | $99.7K | — | Held |
| Luminist Capital LLC | 3.4K | $77.2K | — | Held |
| Mirae Asset Global Investments Co., Ltd. | 3.4K | $77.1K | — | Held |
| BANK OF MONTREAL /CAN/ | 3.14K | $71.2K | — | Held |
| Arax Advisory Partners | 2.48K | $56.2K | — | Held |
| Geneos Wealth Management Inc. | 2.46K | $55.8K | — | Held |
| PNC Financial Services Group, Inc. | 2.38K | $54K | — | Held |
| HARBOUR INVESTMENTS, INC. | 1.07K | $24.4K | — | Held |
| TUCKER ASSET MANAGEMENT LLC | 831 | $18.8K | — | New |
| Allworth Financial LP | 500 | $11.3K | −$355 | Cut−$355 |
| Acumen Wealth Advisors, LLC | 395 | $8.96K | — | Held |
| Rockefeller Capital Management L.P. | 222 | $5.03K | — | Held |
| Transamerica Financial Advisors, LLC | 216 | $4.89K | — | Held |
| Farther Finance Advisors, LLC | 173 | $3.93K | — | Held |
| Cambridge Investment Research Advisors, Inc. | 161.8K | $3.67K | — | Held |
| North Star Investment Management Corp. | 145 | $3.29K | — | Held |
| VIRTUS ADVISERS, LLC | 137 | $3.11K | −$95 | Cut−$50 |
| Aspen Investment Management Inc | 65K | $1.47K | — | Held |
| WEDBUSH SECURITIES INC | 53.1K | $1.2K | — | Held |
| Sunbelt Securities, Inc. | 43 | $975 | — | Held |
| Janney Montgomery Scott LLC | 32.4K | $734 | — | Held |
| PARK AVENUE SECURITIES LLC | 22.5K | $510 | — | Held |
| Fidelity | 21 | $472 | — | Held |
| Activest Wealth Management | 5 | $119 | — | Held |
| WELLS FARGO & COMPANY/MN | 0 | $9 | — | Held |
| PIN OAK INVESTMENT ADVISORS INC | 100 | $2 | — | Held |