| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 248.1K | $16.1M | — | Held |
| Precision Wealth Strategies, LLC | 247K | $16.1M | — | Held |
| Belpointe Asset Management LLC | 219.2K | $14.3M | — | Held |
| United Asset Strategies, Inc. | 89.4K | $5.81M | — | Held |
| Lido Advisors, LLC | 64.2K | $4.18M | — | Held |
| OSAIC HOLDINGS, INC. | 56.3K | $3.66M | — | Held |
| Brookwood Investment Group LLC | 29.8K | $1.94M | — | Held |
| WEALTH ALLIANCE, LLC | 28.5K | $1.85M | — | Held |
| Mason & Associates Inc | 25.4K | $1.65M | — | Held |
| Robertson Stephens Wealth Management, LLC | 21.2K | $1.38M | — | Held |
| Rockefeller Capital Management L.P. | 18.4K | $1.19M | — | Held |
| Cetera Investment Advisers | 18.3K | $1.19M | — | Held |
| Mariner, LLC | 17.5K | $1.14M | — | Held |
| LPL Financial LLC | 16.5K | $1.07M | — | Held |
| U.S. Capital Wealth Advisors, LLC | 15.9K | $1.03M | — | Held |
| Keystone Wealth Services, LLC | 15.6K | $1.01M | — | Held |
| B.O.S.S. Retirement Advisors, LLC | 15.1K | $981.7K | — | Held |
| Kestra Advisory Services, LLC | 10.5K | $685.4K | — | Held |
| Renaissance Technologies | 8.6K | $559.3K | — | Held |
| Mutual Advisors, LLC | 7.5K | $487.7K | — | Held |
| LANE BROTHERS & CO INC | 6.19K | $402.3K | — | Held |
| Coppell Advisory Solutions LLC | 6.15K | $401.2K | — | Held |
| Walser Wealth Management Company, A Ltd Liability Co | 6.05K | $393.6K | — | Held |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 6.05K | $393.6K | — | Held |
| BROWN ADVISORY INC | 5.61K | $364.9K | — | Held |
| Outlook Wealth Advisors, LLC | 5K | $324.9K | — | Held |
| SMART Wealth LLC | 4.94K | $321.1K | — | Held |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 4.87K | $316.6K | — | Held |
| MORGAN STANLEY | 4.86K | $315.9K | $3.29K | Added$111.4K |
| REAP Financial Group, LLC | 4.5K | $292.9K | — | Held |
| Citadel | 4.3K | $279.8K | — | Held |
| KINGSWOOD WEALTH ADVISORS, LLC | 4.28K | $278.2K | — | Held |
| UBS Group AG | 4.25K | $276.2K | — | Held |
| Texas Yale Capital Corp. | 4.2K | $273.1K | — | Held |
| Fulton Bank, N.A. | 4.06K | $264K | — | Held |
| MONETA GROUP INVESTMENT ADVISORS LLC | 3.94K | $255.9K | — | Held |
| RAYMOND JAMES FINANCIAL INC | 3.83K | $249.2K | — | Held |
| Abound Wealth Management | 3.65K | $237K | — | Held |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 3.39K | $220.2K | — | Held |
| Integrated Advisors Network LLC | 3.35K | $217.9K | — | Held |
| AE Wealth Management LLC | 3.28K | $213.3K | — | Held |
| BANK OF AMERICA CORP /DE/ | 1.5K | $97.8K | $1.55K | Cut−$62.5K |
| EASTERN BANK | 593 | $38.6K | — | Held |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 400 | $26K | — | Held |
| OBSIDIAN CIO, LLC | 373 | $24.3K | — | Held |
| Cambridge Investment Research Advisors, Inc. | 13.1K | $851 | — | Held |
| ROYAL BANK OF CANADA | 5 | $0 | — | Held |