| VANGUARD CAPITAL MANAGEMENT LLC | 502.1K | $2.09M | — | Held |
| GEODE CAPITAL MANAGEMENT, LLC | 141.9K | $592.3K | $53.8K | Added$162.2K |
| UBS Group AG | 111.7K | $465.7K | $51.4K | Cut−$120.7K |
| AlphaCentric Advisors LLC | 75K | $312.8K | $34.5K | Added$34.5K |
| VANGUARD FIDUCIARY TRUST CO | 65.9K | $274.6K | — | Held |
| BlackRock, Inc. | 56.9K | $237.3K | $23.9K | Added$44.8K |
| State Street | 41.3K | $172.1K | $19K | Added$19K |
| LPL Financial LLC | 38.2K | $159.2K | $6.55K | Added$106.3K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 31.3K | $130.4K | $14.4K | Cut−$14K |
| Prime Capital Investment Advisors, LLC | 29K | $120.9K | — | New |
| Aptus Capital Advisors, LLC | 26.6K | $110.9K | — | New |
| Waterloo Capital, L.P. | 26.6K | $110.9K | — | New |
| XTX Topco Ltd | 25.5K | $106.2K | — | New |
| ENVESTNET ASSET MANAGEMENT INC | 21.5K | $89.8K | $7.55K | Added$28.9K |
| Welch Group, LLC | 20K | $83.4K | — | New |
| NORTHERN TRUST CORP | 19.9K | $83.2K | $9.18K | Cut−$15.7K |
| Focus Partners Advisor Solutions, LLC | 18.6K | $77.5K | — | New |
| Concurrent Investment Advisors, LLC | 18.5K | $77.1K | $8.51K | Added$8.51K |
| WELLS FARGO & COMPANY/MN | 16.6K | $69.4K | $4.6K | Added$32.3K |
| Scientech Research LLC | 15.6K | $65.2K | — | New |
| Integrated Advisors Network LLC | 10.4K | $43.2K | — | New |
| Independent Advisor Alliance | 10.1K | $41.9K | $4.63K | Added$4.63K |
| BRAVE ASSET MANAGEMENT INC | 10K | $41.7K | $4.6K | Cut−$39.9K |
| OSAIC HOLDINGS, INC. | 7.7K | $32.1K | $3.32K | Added$5.3K |
| MORGAN STANLEY | 7.44K | $31K | $3.42K | Cut−$3.62K |
| Vanguard Global Advisers, LLC | 7.34K | $30.6K | — | Held |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 7K | $27.2K | $1.19K | Added$1.19K |
| IFG Advisory, LLC | 2K | $8.34K | — | New |
| MCF Advisors LLC | 2K | $8.34K | — | New |
| CWM, LLC | 1.33K | $5.56K | $5.55K | Added$5.55K |
| SBI Securities Co., Ltd. | 1.24K | $5.16K | $56 | Added$4.71K |
| MCGUIRE CAPITAL ADVISORS INC | 1K | $4.17K | — | New |
| Steward Partners Investment Advisory, LLC | 1K | $4.17K | $460 | Added$460 |
| Ameritas Advisory Services, LLC | 1K | $4.17K | — | New |
| Hurley Capital, LLC | 843 | $3.52K | — | New |
| Rockefeller Capital Management L.P. | 600 | $2.5K | $276 | Added$276 |
| MassMutual Private Wealth & Trust, FSB | 500 | $2.08K | — | New |
| Caitong International Asset Management Co., Ltd | 499 | $2.08K | — | New |
| MAI Capital Management | 490 | $2.04K | — | New |
| Vision Retirement, LLC | 427 | $1.78K | $197 | Added$197 |
| Farther Finance Advisors, LLC | 447 | $1.73K | $76 | Added$76 |
| Bogart Wealth, LLC | 264 | $1.1K | $122 | Added$122 |
| ROYAL BANK OF CANADA | 196 | $1K | — | New |
| EverSource Wealth Advisors, LLC | 172 | $717 | $79 | Added$79 |
| HighMark Wealth Management LLC | 139 | $579 | $64 | Added$64 |
| PNC Financial Services Group, Inc. | 135 | $563 | $62 | Added$62 |
| Fortitude Family Office, LLC | 131 | $546 | — | New |
| IFS Advisors, LLC | 100 | $417 | $46 | Added$46 |
| RHUMBLINE ADVISERS | 89 | $371 | $41 | Added$41 |
| Leo H. Evart, Inc. | 81 | $338 | — | Held |
| JONES FINANCIAL COMPANIES LLLP | 57 | $274 | $63 | Cut−$3.65K |
| CITIGROUP INC | 50 | $209 | $0 | Added$205 |
| JPMORGAN CHASE & CO | 50 | $170 | — | New |
| Allworth Financial LP | 40 | $167 | — | New |
| Cassaday & Co Wealth Management LLC | 32 | $134 | — | New |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 20 | $83 | $9 | Added$9 |
| PRICE T ROWE ASSOCIATES INC /MD/ | 18.9K | $79 | $8 | Added$8 |
| Virtu Financial LLC | 16.1K | $67 | — | New |
| Advisory Services Network, LLC | 13 | $54 | — | New |
| TOTH FINANCIAL ADVISORY CORP | 5 | $21 | $2 | Added$2 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 4 | $17 | $2 | Added$2 |
| IFP Advisors, Inc | 4 | $17 | $2 | Added$2 |
| Sound Income Strategies, LLC | 3 | $12 | −$1 | Cut−$1 |
| SIGNATUREFD, LLC | 1 | $4 | $0 | Held |
| Avion Wealth | 20 | $0 | $0 | Held |