| WELLS FARGO & COMPANY/MN | 404.3K | $15.3M | $460.8K | Added$341.7K |
| MORGAN STANLEY | 311.5K | $11.8M | $355.2K | Cut−$151.4K |
| Invesco Ltd. | 211.5K | $8.02M | $237K | Added$373.9K |
| LPL Financial LLC | 195.3K | $7.41M | $210.2K | Added$624.7K |
| Karpus Management, Inc. | 186.4K | $7.07M | $118.1K | Added$3.26M |
| BANK OF AMERICA CORP /DE/ | 166.6K | $6.32M | $125.7K | Added$2.26M |
| Shaker Financial Services, LLC | 100.9K | $3.83M | $92.2K | Added$852.3K |
| ROYAL BANK OF CANADA | 94K | $3.56M | $107.7K | Cut−$1.05M |
| RAYMOND JAMES FINANCIAL INC | 78.1K | $2.96M | $85.9K | Added$189.3K |
| PMG Family Office LLC | 76.7K | $2.91M | $87.3K | Added$90.3K |
| Thomas J. Herzfeld Advisors, Inc. | 66.2K | $2.51M | $6.65K | Added$2.3M |
| Advisory Advocates, LLC | 47.3K | $1.79M | $39.1K | Added$533.9K |
| AMERIPRISE FINANCIAL INC | 44.9K | $1.7M | $49.6K | Added$101.9K |
| WOLVERINE ASSET MANAGEMENT LLC | 44.8K | $1.7M | $51.1K | Cut−$1.08M |
| Aviance Capital Partners, LLC | 44.4K | $1.68M | $50.4K | Added$58K |
| Cetera Investment Advisers | 37.8K | $1.43M | $38.6K | Added$187.7K |
| UBS Group AG | 33.2K | $1.26M | $37.9K | Cut−$6.28K |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 29.3K | $1.14M | $63.4K | Added$80.5K |
| Kingsview Wealth Management, LLC | 29.4K | $1.12M | $33.6K | Added$21.8K |
| OSAIC HOLDINGS, INC. | 26.6K | $1.01M | $30.3K | Cut−$14K |
| 1607 Capital Partners, LLC | 24K | $908.6K | $27.3K | Added$27.3K |
| Advisors Asset Management, Inc. | 23.5K | $891.5K | — | New |
| World Investment Advisors | 23.5K | $890.1K | $16.7K | Added$350.8K |
| IHT Wealth Management, LLC | 22.2K | $841.4K | $25.3K | Cut−$9.18K |
| LAUREL OAK WEALTH MANAGEMENT, LLC | 21.6K | $821.1K | $24.7K | Cut−$58.6K |
| HUB Investment Partners, LLC | 19K | $720.7K | $21.7K | Added$21.7K |
| David J Yvars Group | 18.6K | $704.9K | $20.3K | Added$50K |
| Alteri Wealth LLC | 18K | $683.1K | $20.5K | Added$20.5K |
| Meridian Wealth Management, LLC | 17.7K | $673.1K | $20.2K | Added$20.7K |
| Kestra Advisory Services, LLC | 17.4K | $659.3K | $19.8K | Added$1.1K |
| BENJAMIN EDWARDS INC | 17.3K | $656.7K | $19.6K | Added$23.5K |
| Smith Asset Management Co., LLC | 16.1K | $609.5K | $18.3K | Added$18.3K |
| LVZ, Inc. | 13.9K | $526.8K | $15.8K | Added$15.8K |
| &PARTNERS | 13.2K | $502.2K | $14.1K | Added$56.7K |
| COMMONWEALTH EQUITY SERVICES, LLC | 13.1K | $496.2K | $13.6K | Added$56.5K |
| Parallel Advisors, LLC | 12.9K | $489.5K | $14.6K | Added$19.2K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 11.8K | $447.4K | $7.81K | Added$195.4K |
| OPPENHEIMER & CO INC | 11K | $415.4K | $12.5K | Added$12.6K |
| Compass Planning Associates Inc | 10.2K | $386.5K | $11.6K | Added$11.6K |
| NorthRock Partners, LLC | 10.1K | $382.9K | — | New |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 9.4K | $356.4K | — | New |
| Allworth Financial LP | 8.74K | $331.4K | $9.93K | Added$10.2K |
| JANE STREET GROUP, LLC | 8.74K | $331.4K | $8.7K | Added$50.6K |
| Concurrent Investment Advisors, LLC | 8.44K | $320K | $9.63K | Cut−$53.5K |
| SteelPeak Wealth, LLC | 8.26K | $313.1K | $9.27K | Added$13.8K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 7.61K | $296.6K | $4.43K | Cut−$73.1K |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | 7.25K | $274.9K | $8.26K | Added$8.26K |
| NBC SECURITIES, INC. | 6.65K | $252.4K | $7.61K | Added$7.77K |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 4.42K | $209.8K | — | New |
| CHOREO, LLC | 5.42K | $205.5K | — | New |
| Mariner, LLC | 5.33K | $202.2K | — | New |
| HARBOUR INVESTMENTS, INC. | 4.38K | $166K | $4.99K | Added$4.99K |
| PNC Financial Services Group, Inc. | 4.13K | $156.5K | $2.66K | Added$70.7K |
| Steward Partners Investment Advisory, LLC | 2.57K | $97.6K | $2.8K | Added$7.05K |
| Farther Finance Advisors, LLC | 2.26K | $88K | $4.97K | Added$4.97K |
| Keating Financial Advisory Services, Inc. | 2.14K | $81.2K | $2.42K | Added$3.18K |
| Western Wealth Management, LLC | 1.5K | $56.8K | — | New |
| CoreCap Advisors, LLC | 1.44K | $54.7K | $1.65K | Cut−$36.5K |
| PRIVATE TRUST CO NA | 1.29K | $48.9K | $1.47K | Added$1.47K |
| FIFTH THIRD BANCORP | 1.24K | $47.1K | — | New |
| MOTCO | 1K | $37.9K | $1.14K | Added$1.14K |
| Larson Financial Group LLC | 826 | $31.3K | $69 | Added$29.1K |
| RHL GROUP, LLC | 575 | $21.8K | — | New |
| Wealth Preservation Advisors, LLC | 518 | $19.6K | $591 | Added$591 |
| NATIONAL BANK OF CANADA /FI/ | 500 | $19K | $600 | Added$600 |
| Colonial Trust Advisors | 378 | $14.3K | $431 | Added$431 |
| Advisory Services Network, LLC | 350 | $13.3K | — | New |
| Janney Montgomery Scott LLC | 306.5K | $11.6K | $347 | Added$444 |
| US BANCORP \DE\ | 289 | $11K | $330 | Added$330 |
| GoalVest Advisory LLC | 243 | $9.22K | $277 | Added$277 |
| Rockefeller Capital Management L.P. | 235 | $8.91K | $268 | Added$268 |
| Stone House Investment Management, LLC | 144 | $5.46K | $164 | Added$164 |
| DUNCKER STREETT & CO INC | 100 | $3.79K | $114 | Added$114 |
| HIGHLINE WEALTH PARTNERS LLC | 75 | $2.85K | — | New |
| COHEN & STEERS, INC. | 30K | $1.14K | — | New |
| Truvestments Capital LLC | 23 | $872 | $26 | Added$26 |
| Cambridge Investment Research Advisors, Inc. | 21.8K | $825 | $25 | Cut−$15 |
| VSM Wealth Advisory, LLC | 18 | $683 | $21 | Added$21 |
| DANSKE BANK A/S | 4 | $152 | $5 | Added$5 |