| MORGAN STANLEY | 4.36M | $61.6M | −$127.3K | Added$1.5M |
| WELLS FARGO & COMPANY/MN | 2.52M | $35.6M | −$61.4K | Added$6.58M |
| BANK OF AMERICA CORP /DE/ | 1.48M | $20.9M | −$44.3K | Cut−$40.6K |
| UBS Group AG | 978.8K | $13.8M | −$28.8K | Added$229.4K |
| Invesco Ltd. | 917.4K | $13M | −$27.5K | Cut−$4.89M |
| ROYAL BANK OF CANADA | 570K | $8.05M | −$11.4K | Added$2.68M |
| STIFEL FINANCIAL CORP | 501.4K | $7.08M | −$14K | Added$440K |
| LPL Financial LLC | 472K | $6.67M | −$12K | Added$988.7K |
| Rockefeller Capital Management L.P. | 418K | $5.91M | −$12.5K | Cut−$173.3K |
| Advisors Asset Management, Inc. | 361.3K | $5.1M | −$10.6K | Added$80.8K |
| Keebeck Wealth Management | 352K | $4.97M | −$10.6K | Cut−$124.1K |
| RAYMOND JAMES FINANCIAL INC | 338.5K | $4.78M | −$10K | Added$47.7K |
| Lido Advisors, LLC | 186.3K | $2.63M | −$13.9K | Added$67K |
| CWM, LLC | 127.8K | $1.81M | $992.3K | Added$1.8M |
| AMERIPRISE FINANCIAL INC | 120.5K | $1.7M | −$3.62K | Cut−$8.28K |
| FIRST TRUST ADVISORS LP | 104.4K | $1.48M | −$3.13K | Cut−$201.8K |
| EVOLVE PRIVATE WEALTH, LLC | 99.1K | $1.4M | −$2.97K | Cut−$3.08K |
| PFG Investments, LLC | 97.6K | $1.38M | −$2.27K | Added$306.2K |
| Integrated Wealth Concepts LLC | 97.4K | $1.38M | −$2.74K | Added$78.5K |
| Perennial Investment Advisors, LLC | 94.6K | $1.34M | −$2.02K | Added$385.4K |
| OSAIC HOLDINGS, INC. | 91.6K | $1.29M | −$2.79K | Cut−$110.2K |
| Citadel | 90.1K | $1.27M | −$524 | Added$1.03M |
| Baird Financial Group, Inc. | 88.7K | $1.25M | −$2.4K | Added$121.7K |
| Clearstead Advisors, LLC | 83.4K | $1.18M | −$2.5K | Cut−$16.7K |
| JANE STREET GROUP, LLC | 81.1K | $1.15M | −$2.43K | Cut−$1.5M |
| Cetera Investment Advisers | 72.5K | $1.02M | −$2K | Added$78.9K |
| COMMONWEALTH EQUITY SERVICES, LLC | 69.1K | $976.5K | −$2.07K | Cut−$565.4K |
| Formidable Asset Management, LLC | 65.9K | $933.4K | — | New |
| Bramshill Investments, LLC | 50.7K | $716.1K | — | New |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 48.8K | $690.2K | — | New |
| &PARTNERS | 47.9K | $677K | −$1.39K | Added$23.5K |
| Quantinno Capital Management LP | 41.2K | $582.6K | −$1.19K | Added$17.5K |
| WINEBRENNER CAPITAL MANAGEMENT LLC | 41K | $579.3K | −$1.08K | Added$69.6K |
| ELEVATION POINT WEALTH PARTNERS, LLC | 38.1K | $539.1K | −$1.14K | Cut−$3.98K |
| Vestmark Advisory Solutions, Inc. | 38.1K | $539.1K | −$1.14K | Cut−$3.98K |
| Bison Wealth, LLC | 32.6K | $512.1K | $47.1K | Added$55.5K |
| TD Capital Management LLC | 35.7K | $503.9K | −$1K | Added$25.2K |
| Amplius Wealth Advisors, LLC | 35.6K | $503.3K | −$1.01K | Added$23.6K |
| Patriot Financial Group Insurance Agency, LLC | 33.3K | $470.5K | −$499 | Added$234.8K |
| Joseph P. Lucia & Associates, LLC | 33.3K | $470.2K | −$998 | Cut−$57.6K |
| CoreCap Advisors, LLC | 26.7K | $376.8K | −$533 | Added$120.4K |
| KINGSWOOD WEALTH ADVISORS, LLC | 25K | $353.2K | −$537 | Added$99.6K |
| CAPTRUST FINANCIAL ADVISORS | 24.5K | $346.3K | −$735 | Cut−$735 |
| Prosperity Consulting Group, LLC | 24.1K | $341.1K | −$507 | Added$101.7K |
| NorthRock Partners, LLC | 21.3K | $300.7K | — | New |
| Sanctuary Advisors, LLC | 21.2K | $300K | — | New |
| Aviance Capital Partners, LLC | 20.8K | $293.4K | — | New |
| OPPENHEIMER & CO INC | 20K | $282.1K | −$599 | Cut−$438.9K |
| Camelot Portfolios, LLC | 19.5K | $275.5K | −$585 | Cut−$585 |
| Closed-End Fund Advisors, Inc. | 19.3K | $272.4K | −$578 | Cut−$246.2K |
| MILLENNIUM MANAGEMENT LLC | 19.2K | $270.9K | — | New |
| EAGLE ROCK INVESTMENT COMPANY, LLC | 17.9K | $253K | −$537 | Cut−$537 |
| Walkner Condon Financial Advisors LLC | 17.6K | $248.9K | −$486 | Added$19.3K |
| HighTower Advisors, LLC | 16.9K | $239.1K | −$491 | Added$8.26K |
| SeaCrest Wealth Management, LLC | 15.5K | $218.8K | −$4.49K | Cut−$27.7K |
| Creative Planning | 14.8K | $209.1K | −$437 | Added$2.64K |
| INSIGNEO ADVISORY SERVICES, LLC | 14.4K | $203.7K | −$412 | Added$9.34K |
| Sovran Advisors, LLC | 13.3K | $200.6K | — | New |
| GOLDMAN SACHS GROUP INC | 12.8K | $180.9K | — | New |
| CHOREO, LLC | 11.8K | $166.9K | −$4.63K | Cut−$5.57K |
| CALTON & ASSOCIATES, INC. | 11.1K | $156.4K | −$327 | Added$5.08K |
| ENVESTNET ASSET MANAGEMENT INC | 10.8K | $153.2K | — | New |
| Private Advisor Group, LLC | 10.7K | $151.3K | −$316 | Added$2.09K |
| JOURNEY STRATEGIC WEALTH LLC | 10K | $141.3K | −$300 | Cut−$300 |
| FIFTH THIRD BANCORP | 9.71K | $137.1K | — | New |
| BlackRock, Inc. | 9.56K | $135.1K | −$272 | Added$6.98K |
| Advisory Services Network, LLC | 9.01K | $127.3K | −$270 | Cut−$37.5K |
| Steward Partners Investment Advisory, LLC | 6.77K | $95.7K | −$211 | Cut−$537 |
| BROWN BROTHERS HARRIMAN & CO | 5.5K | $77.7K | −$165 | Cut−$165 |
| ASSETMARK, INC | 5.37K | $75.8K | −$161 | Cut−$161 |
| Anfield Capital Management, LLC | 3.67K | $51.9K | −$110 | Cut−$110 |
| PRIVATE TRUST CO NA | 3.5K | $49.5K | −$105 | Cut−$105 |
| Pinnacle Wealth Planning Services, Inc. | 3.33K | $47.1K | −$100 | Cut−$6.66K |
| McIlrath & Eck, LLC | 3.13K | $44.2K | −$33 | Added$27.8K |
| AdvisorNet Financial, Inc | 2.6K | $36.8K | −$78 | Cut−$8.13K |
| Tower Research Capital LLC (TRC) | 2.08K | $29.3K | — | New |
| Corient Private Wealth LLC | 28.1K | $28.6K | −$368.7K | Cut−$368.7K |
| NBC SECURITIES, INC. | 1.85K | $26.1K | −$32 | Added$9.36K |
| COHEN & STEERS, INC. | 1.65M | $23.3K | −$49 | Added$163 |
| Penserra Capital Management LLC | 1.55M | $21.9K | −$43 | Added$1.59K |
| WPG Advisers, LLC | 1.5K | $21.2K | −$40 | Added$2.45K |
| N.E.W. Advisory Services LLC | 1.32K | $18.7K | −$38 | Cut−$15.3K |
| Cullen/Frost Bankers, Inc. | 1.25K | $17.7K | −$37 | Cut−$37 |
| NewEdge Advisors, LLC | 17.6K | $17.6K | −$221.9K | Cut−$221.1K |
| Founders Capital Management | 900 | $12.7K | −$27 | Cut−$27 |
| GABLES CAPITAL MANAGEMENT INC. | 876 | $12.4K | −$26 | Cut−$26 |
| Root Financial Partners, LLC | 771 | $10.9K | — | New |
| Wilmington Savings Fund Society, FSB | 700 | $9.89K | — | New |
| Reyes Financial Architecture, Inc. | 337 | $4.76K | −$10 | Cut−$10 |
| HIGHLINE WEALTH PARTNERS LLC | 250 | $3.53K | −$7 | Cut−$3.55K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 250 | $3.53K | — | New |
| Cambridge Investment Research Advisors, Inc. | 229.6K | $3.24K | −$7 | Added$209 |
| KERR FINANCIAL PLANNING Corp | 204 | $3.05K | — | New |
| HARBOUR INVESTMENTS, INC. | 200 | $2.83K | — | New |
| WHITTIER TRUST CO OF NEVADA INC | 95 | $1.37K | — | New |
| Thrivent Financial for Lutherans | 86.6K | $1.23K | −$2 | Cut−$2 |
| Mathes Company, Inc. | 68.3K | $964 | −$3 | Cut−$261 |
| HRT FINANCIAL LP | 18.2K | $256 | −$0 | Cut−$40 |
| WEDBUSH SECURITIES INC | 17.8K | $252 | −$0 | Added$18 |
| JONES FINANCIAL COMPANIES LLLP | 10 | $140 | — | New |