| Capital Group Private Client Services, Inc. | 0.31% | Add +96.0% | 1,274,293 | $33.8M |
| Capital International Investors | 0.00% | Reduce -2.0% | 984,000 | $26.1M |
| Raymond James Financial Inc. | 0.01% | — | 789,302 | $20.9M |
| Main Line Retirement Advisors, LLC | 8.88% | New | 507,767 | $13.5M |
| St Germain D J Co. Inc. | 0.34% | Add +9695.7% | 285,349 | $7.6M |
| Commonwealth Equity Services, LLC | 0.01% | Add +39.3% | 140,599 | $3.7M |
| Evernest Financial Advisors, LLC | 0.68% | Add +8.4% | 99,329 | $2.6M |
| LPL Financial LLC | 0.00% | New | 96,809 | $2.6M |
| Envision Financial Planning, LLC | 0.78% | Add +94.7% | 57,114 | $1.5M |
| Midwest Heritage Bank, FSB | 0.67% | New | 54,248 | $1.4M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.21% | Reduce -12.2% | 54,124 | $1.4M |
| Pines Wealth Management, LLC | 0.62% | — | 54,366 | $1.4M |
| Brookstone Capital Management | 0.02% | Reduce -49.4% | 47,001 | $1.2M |
| Old Mission Capital LLC | 0.02% | New | 35,810 | $950K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +60.6% | 35,303 | $937K |
| Financial Management Network Inc. | 0.17% | Add +66.9% | 30,002 | $801K |
| Osaic Holdings, Inc. | 0.00% | Add +53.0% | 29,350 | $779K |
| CGN Advisors LLC | 0.07% | Add +2.4% | 28,912 | $767K |
| Atria Wealth Solutions, Inc. | 0.01% | No change | 23,518 | $624K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -0.5% | 23,331 | $619K |
| Founders Financial Securities LLC | 0.06% | Add +31.0% | 23,176 | $615K |
| Janney Montgomery Scott LLC | 0.00% | New | 21,764 | $578K |
| Captrust Financial Advisors | 0.00% | Add +142.7% | 20,626 | $547K |
| World Investment Advisors | 0.01% | Add +162.2% | 19,885 | $528K |
| GTS Securities LLC | 0.03% | New | 19,821 | $526K |
| Envestnet Asset Management Inc. | 0.00% | New | 19,788 | $525K |
| Advisory Services Network, LLC | 0.01% | New | 15,814 | $420K |
| CWS Financial Advisors, LLC | 0.13% | New | 14,985 | $398K |
| Western Wealth Management, LLC | 0.02% | New | 14,677 | $390K |
| Kestra Advisory Services, LLC | 0.00% | New | 11,967 | $318K |
| Cetera Investment Advisers | 0.00% | New | 11,187 | $297K |
| Harbour Investments, Inc. | 0.01% | Add +468.0% | 11,104 | $295K |
| Great Valley Advisor Group, Inc. | 0.01% | New | 10,739 | $285K |
| D.A. Davidson & Co. | 0.00% | New | 10,310 | $274K |
| Baird Financial Group, Inc. | 0.00% | New | 10,000 | $265K |
| Stratos Wealth Partners, LTD. | 0.00% | New | 9,317 | $247K |
| A&I Financial Services, LLC | 0.23% | — | 8,988 | $239K |
| Jane Street Group, LLC | 0.00% | New | 8,515 | $226K |
| Concourse Financial Group Securities, Inc. | 0.01% | Add +187.1% | 5,038 | $138K |
| Synergy Investment Management, LLC | 0.04% | — | 3,600 | $96K |
| Royal Bank of Canada | 0.00% | New | 697 | $18K |
| AdvisorNet Financial, Inc | 0.00% | New | 563 | $15K |
| GPS Wealth Strategies Group, LLC | 0.00% | New | 502 | $13K |
| Steward Partners Investment Advisory, LLC | 0.00% | New | 500 | $13K |
| Ameriflex Group, Inc. | 0.00% | — | 380 | $11K |
| Morgan Stanley | 0.00% | New | 1 | $27 |