| MORGAN STANLEY | 1.12M | $14.3M | $182.7K | Added$1.48M |
| ROYAL BANK OF CANADA | 446.7K | $5.71M | — | Held |
| LPL Financial LLC | 323.7K | $4.14M | — | Held |
| Cornerstone Advisors, LLC | 321.2K | $4.11M | — | Held |
| RAYMOND JAMES FINANCIAL INC | 255.8K | $3.27M | — | Held |
| CoreCap Advisors, LLC | 238.4K | $3.05M | — | Held |
| COMMONWEALTH EQUITY SERVICES, LLC | 232.7K | $2.97M | — | Held |
| READYSTATE ASSET MANAGEMENT LP | 151.7K | $1.94M | — | Held |
| Steward Partners Investment Advisory, LLC | 138K | $1.76M | — | Held |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 134K | $1.71M | — | Held |
| OSAIC HOLDINGS, INC. | 129.8K | $1.66M | — | Held |
| J.W. COLE ADVISORS, INC. | 107.7K | $1.38M | — | Held |
| UBS Group AG | 101.3K | $1.3M | — | Held |
| NewEdge Wealth, LLC | 86.8K | $1.11M | — | Held |
| Cetera Investment Advisers | 80.3K | $1.03M | — | Held |
| NewEdge Advisors, LLC | 73.6K | $940.9K | — | Held |
| Samalin Investment Counsel, LLC | 71.7K | $916.6K | — | Held |
| STIFEL FINANCIAL CORP | 66.3K | $846.8K | — | Held |
| Empire Financial Management Company, LLC | 61.4K | $785.1K | — | Held |
| Summit Financial, LLC | 57.1K | $736.4K | — | Held |
| Wealth Quarterback LLC | 52.7K | $673.2K | — | Held |
| Kestra Advisory Services, LLC | 49.1K | $627.5K | — | Held |
| Stockman Wealth Management, Inc. | 42.6K | $544.5K | — | Held |
| TrueMark Investments, LLC | 41K | $524.4K | — | Held |
| Rockefeller Capital Management L.P. | 40.5K | $517.6K | — | Held |
| WELLS FARGO & COMPANY/MN | 39.6K | $506.1K | — | Held |
| BLAIR WILLIAM & CO/IL | 38.3K | $489.5K | — | Held |
| Alteri Wealth LLC | 37.4K | $478.4K | — | Held |
| JANE STREET GROUP, LLC | 36.1K | $461.4K | — | Held |
| BANK OF AMERICA CORP /DE/ | 33.2K | $424.8K | $5.96K | Added$7.25K |
| PRINCIPAL SECURITIES, INC. | 30.9K | $394.3K | — | Held |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 30.8K | $393.7K | — | Held |
| WEALTH EFFECTS LLC | 30.3K | $387.2K | — | Held |
| ENVESTNET ASSET MANAGEMENT INC | 29.2K | $373.6K | — | Held |
| Private Advisor Group, LLC | 29K | $370.6K | — | Held |
| Triumph Capital Management | 27.9K | $356.3K | $5.02K | Cut−$11.7K |
| AMERIPRISE FINANCIAL INC | 25.7K | $329K | — | Held |
| PMG Family Office LLC | 23.8K | $303.6K | $4.28K | Cut−$48.4K |
| Tradition Wealth Management, LLC | 21.3K | $272.3K | — | Held |
| Vanguard Capital Wealth Advisors | 20K | $255.6K | — | Held |
| Kovack Advisors, Inc. | 19.7K | $251.3K | — | Held |
| Abel Hall, LLC | 19K | $242.8K | — | Held |
| OPPENHEIMER & CO INC | 18.6K | $238.1K | — | Held |
| Kapstone Financial Advisors LLC | 15.4K | $196.4K | — | Held |
| SeaCrest Wealth Management, LLC | 14.8K | $192.1K | — | Held |
| KINGSWOOD WEALTH ADVISORS, LLC | 14.6K | $186K | — | Held |
| Institute for Wealth Management, LLC. | 14.3K | $183.2K | — | Held |
| DAYMARK WEALTH PARTNERS, LLC | 14.2K | $181.8K | — | Held |
| FLAGSHIP HARBOR ADVISORS, LLC | 13.8K | $175.7K | — | New |
| Live Oak Private Wealth LLC | 13.5K | $173K | — | Held |
| WOLVERINE ASSET MANAGEMENT LLC | 13.3K | $170.4K | — | Held |
| HighTower Advisors, LLC | 13.2K | $168.3K | — | Held |
| NWF Advisory Services Inc. | 12.4K | $158.5K | $13.8K | Added$3.26K |
| MERCER GLOBAL ADVISORS INC /ADV | 12.3K | $156.6K | — | Held |
| Mariner, LLC | 11.5K | $147.6K | — | Held |
| PRIMORIS WEALTH ADVISORS, LLC | 11K | $140.2K | — | Held |
| Sargent Investment Group, LLC | 10K | $127.8K | — | Held |
| EverSource Wealth Advisors, LLC | 7.5K | $95.8K | — | Held |
| AMERIFLEX GROUP, INC. | 4.15K | $53K | — | Held |
| PNC Financial Services Group, Inc. | 3.33K | $42.5K | — | Held |
| IFP Advisors, Inc | 3K | $38.3K | $540 | Added$540 |
| COMERICA BANK | 2.06K | $26.4K | — | Held |
| Costello Asset Management, INC | 1.49K | $19.1K | — | Held |
| Golden State Wealth Management, LLC | 1.4K | $17.9K | — | Held |
| Penserra Capital Management LLC | 1.19M | $15.2K | — | Held |
| Atlantic Union Bankshares Corp | 1K | $12.8K | — | Held |
| Parallel Advisors, LLC | 1K | $12.8K | — | Held |
| US BANCORP \DE\ | 1K | $12.8K | — | Held |
| CIBC Private Wealth Group LLC | 1K | $12.8K | — | Held |
| CDKV HOLDINGS LLC | 650 | $8.31K | — | Held |
| Sunbelt Securities, Inc. | 581 | $7.42K | — | Held |
| ASSETMARK, INC | 515 | $6.58K | — | Held |
| MAI Capital Management | 507 | $6.48K | — | Held |
| HIGHLINE WEALTH PARTNERS LLC | 400 | $5.11K | — | Held |
| AdvisorNet Financial, Inc | 314 | $4.02K | — | Held |
| Janney Montgomery Scott LLC | 234.3K | $2.99K | — | Held |
| WEDBUSH SECURITIES INC | 74.2K | $949 | — | Held |
| Allworth Financial LP | 36 | $461 | $2 | Added$15 |
| Cambridge Investment Research Advisors, Inc. | 24.9K | $319 | — | Held |
| Wilmington Savings Fund Society, FSB | 18 | $230 | — | Held |
| DOHENY ASSET MANAGEMENT /CA | 12.5K | $160 | — | Held |
| HANTZ FINANCIAL SERVICES, INC. | 1.13K | $14 | — | Held |
| CWM, LLC | 269 | $3 | — | Held |
| Motiv8 Investments LLC | 118 | $2 | — | Held |