| Pathstone Holdings, LLC | 8.85M | $21.6M | −$286.1K | Added$3.85M |
| MORGAN STANLEY | 1.83M | $4.46M | −$67.5K | Added$275.3K |
| Hennion & Walsh Asset Management, Inc. | 1.6M | $3.9M | −$59.4K | Added$214.6K |
| Advisors Asset Management, Inc. | 1.11M | $2.7M | −$44.3K | Cut−$144.2K |
| 1607 Capital Partners, LLC | 1.06M | $2.59M | −$32K | Added$601K |
| Allspring Global Investments Holdings, LLC | 984K | $2.4M | −$39.4K | Cut−$39.4K |
| Invesco Ltd. | 967.7K | $2.36M | −$38.7K | Cut−$55.1K |
| LPL Financial LLC | 575.7K | $1.4M | −$23K | Cut−$18.4K |
| Fiera Capital Corp | 477.6K | $1.17M | −$19.1K | Cut−$61.2K |
| ENVESTNET ASSET MANAGEMENT INC | 472.5K | $1.15M | −$18.9K | Cut−$364.4K |
| WOLVERINE ASSET MANAGEMENT LLC | 435.7K | $1.06M | −$9.79K | Added$456.3K |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 366.8K | $895.1K | −$12.8K | Added$98.8K |
| Bulldog Investors, LLP | 287K | $700.3K | — | New |
| Capital Investment Advisors, LLC | 215.8K | $526.6K | −$8.27K | Added$13.7K |
| MELFA WEALTH MANAGEMENT, INC. | 151.4K | $369.4K | −$5.45K | Added$31.8K |
| Cetera Investment Advisers | 115.1K | $280.7K | −$4.6K | Cut−$275K |
| COMMONWEALTH EQUITY SERVICES, LLC | 103.3K | $252K | −$4.1K | Cut−$2.72K |
| OSAIC HOLDINGS, INC. | 101.6K | $247.8K | −$4.06K | Cut−$4.55K |
| Shaker Financial Services, LLC | 90.1K | $223.4K | −$1.4K | Cut−$136.5K |
| INTEGRATED CAPITAL MANAGEMENT, INC. | 84.7K | $206.7K | −$3.39K | Cut−$39.4K |
| Almitas Capital LLC | 79.3K | $193.4K | — | New |
| WELLS FARGO & COMPANY/MN | 76.4K | $186.4K | −$2.33K | Added$41.8K |
| RAYMOND JAMES FINANCIAL INC | 63.4K | $154.8K | −$2.54K | Cut−$5.56K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 62.2K | $151.7K | −$2.49K | Cut−$6K |
| UBS Group AG | 50.6K | $123.5K | −$1.9K | Added$5.42K |
| Shulman DeMeo Asset Management LLC | 45.1K | $110.1K | — | New |
| Closed-End Fund Advisors, Inc. | 44K | $107.4K | −$1.76K | Cut−$1.76K |
| BOOTHBAY FUND MANAGEMENT, LLC | 42K | $102.6K | −$1.27K | Added$23.7K |
| Baird Financial Group, Inc. | 38.2K | $93.1K | −$1.53K | Cut−$1.53K |
| MML INVESTORS SERVICES, LLC | 37.3K | $91.1K | −$1.49K | Cut−$20.7K |
| HighTower Advisors, LLC | 35.8K | $87.3K | −$1.43K | Cut−$15.2K |
| Mutual Advisors, LLC | 33.4K | $81.4K | −$1.33K | Cut−$1.33K |
| LEVIN CAPITAL STRATEGIES, L.P. | 30K | $73.2K | −$1.2K | Cut−$1.2K |
| Advance Capital Management, Inc. | 30K | $73.2K | −$1.2K | Cut−$1.2K |
| PFG Investments, LLC | 29.9K | $72.9K | −$1.19K | Cut−$1.2K |
| BRAVE ASSET MANAGEMENT INC | 25.1K | $61.2K | −$1K | Cut−$1K |
| Garner Asset Management Corp | 23.4K | $57K | −$929 | Cut−$556 |
| TWO SIGMA SECURITIES, LLC | 20.9K | $51K | −$752 | Added$4.33K |
| Carter Financial Group, INC. | 20.3K | $49.4K | −$1.15K | Cut−$569 |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | 19.6K | $47.8K | $47.7K | Added$47.7K |
| Curated Wealth Partners LLC | 17.7K | $43.2K | −$708 | Cut−$708 |
| Sowell Financial Services LLC | 16.4K | $40.1K | −$648 | Cut−$99 |
| NewEdge Advisors, LLC | 39.8K | $39.8K | −$58.9K | Cut−$114K |
| XTX Topco Ltd | 16.1K | $39.3K | — | New |
| Integrity Advisory Solutions, LLC | 15.5K | $37.9K | −$584 | Added$1.64K |
| BANK OF AMERICA CORP /DE/ | 15K | $36.6K | −$600 | Cut−$1.09K |
| World Investment Advisors | 14.2K | $34.5K | — | New |
| Avior Wealth Management, LLC | 13.8K | $33.6K | −$444 | Added$6.1K |
| SENTINEL PENSION ADVISORS, LLC | 13.6K | $33.3K | −$532 | Added$166 |
| CHOREO, LLC | 12.4K | $30.6K | −$529 | Cut−$976 |
| Focus Partners Wealth | 12K | $29.2K | −$472 | Cut−$72 |
| Merit Financial Group, LLC | 11K | $26.9K | −$441 | Cut−$476 |
| MERCER GLOBAL ADVISORS INC /ADV | 10.5K | $25.7K | −$421 | Cut−$2.8K |
| JANE STREET GROUP, LLC | 10.2K | $24.9K | −$408 | Cut−$154.8K |
| Howard Capital Management Group, LLC | 10K | $24.4K | −$400 | Cut−$400 |
| SIGNATUREFD, LLC | 7.16K | $17.5K | −$287 | Cut−$3.41K |
| Kilter Group LLC | 5.46K | $13.3K | −$216 | Cut−$33 |
| SIT INVESTMENT ASSOCIATES INC | 4.6M | $11.2K | −$141 | Added$2.43K |
| NATIONAL BANK OF CANADA /FI/ | 4K | $9.6K | — | New |
| PNC Financial Services Group, Inc. | 3.77K | $9.19K | −$150 | Cut−$150 |
| Pinnacle Wealth Planning Services, Inc. | 2.76K | $6.73K | −$111 | Cut−$1.14K |
| PFS Partners, LLC | 2.39K | $5.84K | −$95 | Cut−$14 |
| Hilltop National Bank | 2K | $4.88K | −$80 | Cut−$80 |
| ASSETMARK, INC | 1.84K | $4.48K | −$74 | Cut−$74 |
| Golden State Equity Partners | 1.41K | $3.43K | — | New |
| HIGHLINE WEALTH PARTNERS LLC | 1.25K | $3.05K | — | New |
| WPG Advisers, LLC | 1.09K | $2.67K | −$41 | Added$93 |
| Osbon Capital Management LLC | 1.03K | $2.52K | — | New |
| Axiom Investment Management LLC | 854 | $2.08K | — | Held |
| BlackRock, Inc. | 593 | $1.45K | — | New |
| Stone House Investment Management, LLC | 552 | $1.35K | −$22 | Cut−$22 |
| North Star Investment Management Corp. | 500 | $1.22K | −$20 | Cut−$20 |
| PARK AVENUE SECURITIES LLC | 422K | $1.03K | −$17 | Cut−$7 |
| FIFTH THIRD BANCORP | 143 | $350 | — | New |
| Root Financial Partners, LLC | 132 | $322 | — | New |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 100 | $244 | −$4 | Cut−$4 |
| Cambridge Investment Research Advisors, Inc. | 17.1K | $42 | −$0 | Held |
| Larson Financial Group LLC | 0 | $0 | — | Held |