| ALLIANCEBERNSTEIN L.P. | 34.4M | $863M | −$0 | Cut−$12.9M |
| WELLS FARGO & COMPANY/MN | 1M | $25M | −$119.3K | Added$1.41M |
| MORGAN STANLEY | 769.9K | $19.2M | −$83.2K | Added$2.76M |
| LPL Financial LLC | 482.6K | $12M | −$56K | Added$973.2K |
| DDFG, Inc | 446.3K | $11.1M | −$55.4K | Added$191.4K |
| BANK OF AMERICA CORP /DE/ | 362.7K | $9.06M | −$42.7K | Added$610.4K |
| JPMORGAN CHASE & CO | 273.4K | $6.81M | — | New |
| Golden State Wealth Management, LLC | 219.7K | $5.49M | −$27.9K | Cut−$975.1K |
| UBS Group AG | 218.6K | $5.46M | −$27.8K | Cut−$318.3K |
| FIRST AMERICAN TRUST, FSB | 132.8K | $3.32M | — | New |
| Planned Solutions, Inc. | 106.1K | $2.65M | −$13.4K | Added$9.39K |
| Cetera Investment Advisers | 63.5K | $1.59M | −$8.06K | Cut−$253.9K |
| FIFTH THIRD BANCORP | 59.5K | $1.49M | — | New |
| COMMONWEALTH EQUITY SERVICES, LLC | 58K | $1.45M | −$7.16K | Added$34.4K |
| RAYMOND JAMES FINANCIAL INC | 57.1K | $1.43M | −$7.14K | Added$14K |
| JSF Financial, LLC | 52.5K | $1.31M | −$6.65K | Cut−$202.6K |
| FF Advisors,LLC | 39.3K | $987.2K | — | New |
| Bleakley Financial Group, LLC | 38.5K | $961K | −$4.88K | Cut−$34.4K |
| OSAIC HOLDINGS, INC. | 30.5K | $762.6K | −$4.26K | Cut−$3.83M |
| JANE STREET GROUP, LLC | 27.7K | $690.7K | −$3.51K | Cut−$5.84M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 25.1K | $627.6K | −$3.19K | Cut−$120.8K |
| West Family Investments, Inc. | 18.4K | $607.2K | $23.7K | Added$23.7K |
| Retirement Planning Group, LLC | 20.5K | $512.7K | — | New |
| HighTower Advisors, LLC | 20.2K | $503.9K | −$1.18K | Added$268.7K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 16.8K | $418.2K | −$3.18K | Cut−$22.9K |
| Arax Advisory Partners | 16.5K | $411.2K | −$2.09K | Cut−$2.09K |
| Perigon Wealth Management, LLC | 14.5K | $361.7K | −$1.84K | Cut−$1.84K |
| Beacon Pointe Advisors, LLC | 14.4K | $358.3K | −$1.36K | Added$88.9K |
| Equitable Holdings, Inc. | 13.7K | $342.7K | −$0 | Cut−$151.3K |
| MGO ONE SEVEN LLC | 13.4K | $335K | −$1.7K | Cut−$1.7K |
| ENVESTNET ASSET MANAGEMENT INC | 12.8K | $319.4K | — | New |
| Sanctuary Advisors, LLC | 12.5K | $311.2K | — | New |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 12K | $301K | — | New |
| Cerity Partners LLC | 11.5K | $286.1K | −$1.45K | Cut−$1.45K |
| Paragon Capital Management Ltd | 11.3K | $282.4K | −$1.39K | Added$2.63K |
| Capital Advantage, Inc. | 10.7K | $267.3K | −$1.36K | Cut−$50.7K |
| Citadel | 10.2K | $253.5K | — | New |
| STIFEL FINANCIAL CORP | 9.41K | $234.9K | −$1.19K | Cut−$35.6K |
| Tower Research Capital LLC (TRC) | 8.9K | $222.3K | −$32 | Added$216K |
| New England Private Wealth Advisors LLC | 8.56K | $213.7K | −$1.08K | Added$844 |
| Sowell Financial Services LLC | 8.34K | $208.3K | — | New |
| Advisory Services Network, LLC | 5.49K | $137.1K | — | New |
| Fidelity | 5.36K | $133.9K | −$1 | Added$133.6K |
| Steward Partners Investment Advisory, LLC | 1.88K | $46.9K | — | New |
| North Ridge Wealth Advisors, Inc. | 485 | $12.1K | — | New |
| Cambridge Investment Research Advisors, Inc. | 48.3K | $1.21K | — | New |
| HRT FINANCIAL LP | 8.96K | $223 | — | New |
| Capital Analysts, LLC | 1.5K | $38 | — | New |