| D.A. DAVIDSON & CO. | 622.5K | $13.3M | $293.6K | Added$792.1K |
| WELLS FARGO & COMPANY/MN | 424.7K | $9.07M | $208.1K | Cut−$102.1K |
| BANK OF AMERICA CORP /DE/ | 314.1K | $6.71M | $148.7K | Added$376.9K |
| MORGAN STANLEY | 296K | $6.32M | $145K | Cut−$418.4K |
| GUGGENHEIM CAPITAL LLC | 212.8K | $4.54M | $108.5K | Cut−$817.3K |
| ROYAL BANK OF CANADA | 186K | $3.97M | $87.7K | Added$260K |
| LPL Financial LLC | 171.6K | $3.66M | $72.3K | Added$583.3K |
| UBS Group AG | 122K | $2.61M | $51.1K | Added$431K |
| Mutual Advisors, LLC | 116.4K | $2.48M | $55.5K | Added$120.2K |
| TRUIST FINANCIAL CORP | 110.6K | $2.36M | $53.3K | Added$92.7K |
| &PARTNERS | 103.7K | $2.21M | $50.8K | Cut−$690.7K |
| RAYMOND JAMES FINANCIAL INC | 102.8K | $2.2M | $40.5K | Added$470.7K |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 94.6K | $2.02M | $46.3K | Cut−$1.32M |
| COMMONWEALTH EQUITY SERVICES, LLC | 75.4K | $1.61M | $37K | Cut−$4.61K |
| PMG Family Office LLC | 57.6K | $1.23M | $27.1K | Added$74K |
| AMERIPRISE FINANCIAL INC | 55.2K | $1.18M | $25.7K | Added$85.2K |
| OSAIC HOLDINGS, INC. | 49.6K | $1.06M | $24.3K | Cut−$188.7K |
| WORLD EQUITY GROUP, INC. | 46.3K | $987.8K | $11K | Added$520.9K |
| Everstar Asset Management, LLC | 42.1K | $899.1K | $20.6K | Cut−$21.1K |
| Advisors Asset Management, Inc. | 38.1K | $813K | — | New |
| Samalin Investment Counsel, LLC | 36K | $768.3K | $17.6K | Cut−$90.8K |
| OPPENHEIMER & CO INC | 34.4K | $735.3K | $16.9K | Added$15.3K |
| Herold Advisors, Inc. | 33.1K | $706K | $14.2K | Added$101.1K |
| Kestra Advisory Services, LLC | 32.2K | $687.7K | $12.5K | Added$154.2K |
| Boreal Capital Management LLC | 1 | $684.8K | — | Cut−$89.6K |
| Rockefeller Capital Management L.P. | 29.6K | $631.8K | $14.5K | Added$15.8K |
| CoreCap Advisors, LLC | 29.2K | $623.5K | $14.3K | Cut−$739.4K |
| Private Advisor Group, LLC | 27.4K | $584.9K | $12.3K | Added$60.3K |
| Citadel | 21.2K | $453.1K | $10.8K | Cut−$191.8K |
| ENVESTNET ASSET MANAGEMENT INC | 19.2K | $410.7K | $9.01K | Added$26.9K |
| STIFEL FINANCIAL CORP | 18.7K | $398.8K | $8.49K | Added$37.9K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 18K | $383.9K | $8.81K | Cut−$69.6K |
| Capital CS Group, LLC | 17.7K | $377.3K | $8.65K | Cut−$71.3K |
| Gilliland Jeter Wealth Management LLC | 17.4K | $370.9K | $8.45K | Added$11.3K |
| Steward Partners Investment Advisory, LLC | 16.6K | $354.1K | $8.12K | Cut−$179.7K |
| Quad-Cities Investment Group, LLC | 16.6K | $353.7K | $7.96K | Added$14.6K |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 14K | $310.2K | $17K | Added$31K |
| Tempus Wealth Planning, LLC | 13.7K | $292.9K | $6.72K | Added$6.72K |
| DAYMARK WEALTH PARTNERS, LLC | 13.2K | $280.8K | $6.44K | Added$6.44K |
| Cetera Investment Advisers | 12.1K | $258.4K | $5.93K | Added$113 |
| Brookstone Capital Management | 11.8K | $252.8K | $5.8K | Added$4.97K |
| Apeiron RIA LLC | 10.4K | $222.2K | −$12K | Cut−$6.67K |
| Abel Hall, LLC | 10K | $213.5K | $4.9K | Added$4.9K |
| FIFTH THIRD BANCORP | 7.54K | $161K | — | New |
| HARBOUR INVESTMENTS, INC. | 5.01K | $106.9K | $402 | Added$89.8K |
| Triumph Capital Management | 2.82K | $60.2K | $1.28K | Added$5.55K |
| Farther Finance Advisors, LLC | 2.46K | $54.4K | $3.12K | Added$3.12K |
| Western Wealth Management, LLC | 2.5K | $53.4K | — | New |
| EverSource Wealth Advisors, LLC | 2K | $42.7K | $980 | Added$980 |
| Advisory Services Network, LLC | 1.86K | $39.6K | — | New |
| Westside Investment Management, Inc. | 1.67K | $35.6K | $816 | Added$816 |
| VALLEY WEALTH MANAGERS, INC. | 1.5K | $32K | $735 | Added$735 |
| Sound Income Strategies, LLC | 1.21K | $26.8K | −$485 | Cut−$485 |
| Allworth Financial LP | 1K | $21.4K | $490 | Added$490 |
| SJS Investment Consulting Inc. | 900 | $19.2K | $441 | Added$441 |
| Osbon Capital Management LLC | 660 | $14.1K | — | New |
| McIlrath & Eck, LLC | 620 | $13.2K | $304 | Added$304 |
| North Star Investment Management Corp. | 500 | $10.7K | $245 | Added$245 |
| JPMORGAN CHASE & CO | 405 | $8.24K | −$190 | Cut−$190 |
| CALDWELL SUTTER CAPITAL, INC. | 250 | $5.34K | $123 | Added$123 |
| HIGHLINE WEALTH PARTNERS LLC | 130 | $2.78K | $64 | Cut−$979 |
| Beaird Harris Wealth Management, LLC | 118 | $2.52K | — | New |
| Cambridge Investment Research Advisors, Inc. | 58.8K | $1.26K | $29 | Cut−$104 |
| Janney Montgomery Scott LLC | 40.9K | $874 | $11 | Added$395 |
| WEDBUSH SECURITIES INC | 12.9K | $276 | $7 | Held |
| CENTAURUS FINANCIAL, INC. | 5.08K | $109 | $3 | Cut−$2 |