| BANK OF AMERICA CORP /DE/ | 581.2K | $25.8M | −$305.8K | Added$2.09M |
| LPL Financial LLC | 555.8K | $24.7M | −$282.5K | Added$2.77M |
| AMERIPRISE FINANCIAL INC | 213.4K | $9.47M | −$120.6K | Cut−$1.49M |
| Concurrent Investment Advisors, LLC | 196K | $8.7M | −$98.9K | Added$1.03M |
| Seros Financial, LLC | 102.8K | $4.57M | −$58.3K | Added$43.9K |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | 96.5K | $4.28M | −$56K | Cut−$2.91M |
| Sanctuary Advisors, LLC | 82.4K | $3.66M | −$47.8K | Cut−$316.9K |
| ABLE Financial Group, LLC | 75.5K | $3.35M | −$39.9K | Added$261.2K |
| ROYAL BANK OF CANADA | 68.2K | $3.03M | −$39.9K | Cut−$50K |
| OSAIC HOLDINGS, INC. | 57K | $2.53M | −$21K | Added$909.8K |
| Orion Porfolio Solutions, LLC | 54.2K | $2.41M | −$31.4K | Cut−$2.65M |
| MORGAN STANLEY | 46.3K | $2.05M | −$26.8K | Cut−$26.8K |
| Mutual Advisors, LLC | 45.6K | $2.03M | −$26.5K | Cut−$289.4K |
| Atria Investments, Inc | 33K | $1.46M | −$19.1K | Cut−$716.2K |
| Encompass More Asset Management | 32.9K | $1.46M | — | New |
| COMMONWEALTH EQUITY SERVICES, LLC | 31.7K | $1.41M | −$8K | Added$787.3K |
| Focus Financial Network, Inc. | 29.4K | $1.31M | −$12.5K | Added$340.4K |
| ENVESTNET ASSET MANAGEMENT INC | 28.9K | $1.28M | −$16.8K | Cut−$815.8K |
| Rialto Wealth Management, LLC | 22.1K | $981.2K | −$12.8K | Cut−$102.8K |
| Trask Adam Roland | 22K | $976.6K | — | Held |
| PFG Advisors | 17.2K | $765.6K | −$10K | Cut−$264.6K |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 16.3K | $719.2K | −$12.2K | Cut−$32.2K |
| JANE STREET GROUP, LLC | 15.6K | $691.6K | −$6K | Added$226.5K |
| Perigon Wealth Management, LLC | 14.8K | $656.4K | −$6.45K | Added$156.6K |
| Gladstone Institutional Advisory LLC | 10.8K | $480.5K | — | New |
| ASSETMARK, INC | 10.4K | $463.5K | −$6.06K | Cut−$25.3K |
| M.E. ALLISON & CO., INC. | 9K | $399.5K | −$5.22K | Cut−$5.22K |
| Geneos Wealth Management Inc. | 8.89K | $394.5K | −$5.15K | Cut−$5.16K |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 8.75K | $390.1K | — | New |
| Braeburn Wealth Management LLC | 8K | $355.1K | −$4.64K | Cut−$4.64K |
| RAYMOND JAMES FINANCIAL INC | 6.62K | $294K | −$3.84K | Cut−$569K |
| Cetera Investment Advisers | 6.13K | $272.1K | −$3.56K | Cut−$58.4K |
| MONEY CONCEPTS CAPITAL CORP | 5.53K | $245.2K | −$3.21K | Cut−$3.79K |
| Advisory Services Network, LLC | 5.52K | $245K | −$3.2K | Cut−$84.6K |
| BENJAMIN EDWARDS INC | 5.47K | $243.2K | −$3.05K | Added$2.42K |
| Allworth Financial LP | 4.95K | $219.5K | −$2.89K | Cut−$15K |
| Apollon Wealth Management, LLC | 4.91K | $218.1K | — | New |
| Financial Gravity Asset Management, Inc. | 4.61K | $204.7K | — | New |
| Copia Wealth Management | 1.39K | $61.8K | −$807 | Cut−$807 |
| Farther Finance Advisors, LLC | 1.07K | $47.2K | — | New |
| CWM, LLC | 200 | $8.88K | $8.87K | Added$8.48K |
| Archer Investment Corp | 123 | $5.46K | −$71 | Cut−$71 |
| JPMORGAN CHASE & CO | 29 | $1.28K | — | New |
| Fidelity | 26 | $1.15K | — | New |
| UBS Group AG | 24 | $1.06K | −$14 | Cut−$11.7K |
| Janney Montgomery Scott LLC | 19.8K | $878 | −$10 | Added$64 |
| Western Wealth Management, LLC | 15 | $666 | — | New |
| USAdvisors Wealth Management, LLC | 10.5K | $463 | −$10 | Added$22 |
| Cambridge Investment Research Advisors, Inc. | 6.23K | $277 | −$3 | Cut−$12 |
| WELLS FARGO & COMPANY/MN | 0 | $15 | — | Cut−$63 |