| WELLS FARGO & COMPANY/MN | 1.77M | $27.1M | — | Held |
| MORGAN STANLEY | 1.28M | $19.5M | −$1.05M | Added$1.99M |
| UBS Group AG | 1.03M | $15.8M | — | Held |
| ROYAL BANK OF CANADA | 1.03M | $15.7M | — | Held |
| Thomas J. Herzfeld Advisors, Inc. | 747.9K | $11.4M | — | Held |
| ENVESTNET ASSET MANAGEMENT INC | 593K | $9.07M | — | Held |
| BANK OF AMERICA CORP /DE/ | 396.6K | $6.07M | −$384.7K | Cut−$397.1K |
| Element Wealth, LLC | 198.3K | $3.03M | — | Held |
| LPL Financial LLC | 161.9K | $2.48M | — | Held |
| Rockefeller Capital Management L.P. | 156.3K | $2.39M | — | Held |
| CORRADO ADVISORS, LLC | 151.8K | $2.32M | — | Held |
| Noble Wealth Management PBC | 125.2K | $1.92M | −$121.5K | Cut−$123.4K |
| SMITH, MOORE & CO. | 123.8K | $1.89M | — | Held |
| Cerity Partners LLC | 100K | $1.53M | — | Held |
| OSAIC HOLDINGS, INC. | 89.2K | $1.36M | — | Held |
| CHOREO, LLC | 72.2K | $1.11M | — | Held |
| JOURNEY STRATEGIC WEALTH LLC | 65.7K | $1M | — | Held |
| JANE STREET GROUP, LLC | 52.4K | $801K | — | Held |
| RAYMOND JAMES FINANCIAL INC | 46.8K | $715.5K | — | Held |
| COMMONWEALTH EQUITY SERVICES, LLC | 46.4K | $710.4K | — | Held |
| INDEPENDENT FINANCIAL GROUP, LLC | 45.5K | $696.1K | −$44.1K | Cut−$109.2K |
| Bramshill Investments, LLC | 44K | $672.6K | — | Held |
| Crumly & Associates Inc. | 39.8K | $608.2K | — | Held |
| COURIER CAPITAL LLC | 37.2K | $569.2K | — | Held |
| TRUIST FINANCIAL CORP | 36K | $551K | — | Held |
| Chicago Partners Investment Group LLC | 29K | $462.4K | — | Held |
| COMERICA BANK | 28.6K | $438.1K | — | Held |
| Cetera Investment Advisers | 25.8K | $395.5K | — | Held |
| STIFEL FINANCIAL CORP | 25K | $382.5K | — | Held |
| Marex Group plc | 21.8K | $333.3K | — | New |
| Corient Private Wealth LLC | 21.4K | $327.3K | — | Held |
| FIRST TRUST ADVISORS LP | 20.7K | $317.2K | — | Held |
| Fortitude Advisory Group L.L.C. | 17.8K | $272.6K | — | Held |
| IAMS WEALTH MANAGEMENT, LLC | 17.3K | $263.9K | — | Held |
| &PARTNERS | 16.1K | $246.5K | — | Held |
| TWO SIGMA SECURITIES, LLC | 16K | $244.1K | — | Held |
| Navis Wealth Advisors, LLC | 15.7K | $240.7K | — | Held |
| NORTHEAST PLANNING ASSOCIATES, INC. / NH / | 15.4K | $235.8K | — | Held |
| BlackRock, Inc. | 13.1K | $200.9K | — | Held |
| NWF Advisory Services Inc. | 12.3K | $188.7K | — | New |
| ALEXANDER LABRUNERIE & CO., INC. | 12K | $184.3K | — | Held |
| Hilton Capital Management, LLC | 12K | $183.6K | — | Held |
| CreativeOne Wealth, LLC | 11.7K | $179.2K | — | Held |
| LifePlan Investment Advisors, Inc. | 10K | $153K | — | Held |
| SouthState Bank Corp | 9.35K | $143.1K | — | Held |
| Activest Wealth Management | 7.5K | $114.8K | — | Held |
| HUNTINGTON NATIONAL BANK | 4.99K | $76.4K | — | Held |
| Anfield Capital Management, LLC | 3.66K | $56.1K | — | Held |
| Kestra Advisory Services, LLC | 2.21K | $33.7K | — | Held |
| SOL Capital Management CO | 1.47M | $22.5K | — | Held |
| Commonwealth Retirement Investments LLC | 1.3K | $19.9K | — | Held |
| FLAGSHIP HARBOR ADVISORS, LLC | 914 | $14K | — | New |
| COHEN & STEERS, INC. | 911.8K | $13.9K | — | Held |
| IFP Advisors, Inc | 616 | $9.43K | −$597 | Cut−$597 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | 500 | $7.65K | — | Held |
| Steward Partners Investment Advisory, LLC | 375 | $5.74K | — | Held |
| HARBOUR INVESTMENTS, INC. | 261 | $4K | — | Held |
| Janney Montgomery Scott LLC | 42.3K | $647 | — | Held |
| ASSETMARK, INC | 40 | $612 | — | Held |
| WEDBUSH SECURITIES INC | 38.9K | $595 | — | Held |
| Mathes Company, Inc. | 22K | $337 | — | Held |
| Virtu Financial LLC | 21.5K | $329 | — | Held |
| Cambridge Investment Research Advisors, Inc. | 20.3K | $311 | — | Held |
| FNY Investment Advisers, LLC | 1.1K | $16 | −$1 | Cut−$1 |
| CWM, LLC | 580 | $9 | — | Held |