| MORGAN STANLEY | 4.38M | $84.8M | −$882.9K | Added$548.1K |
| WELLS FARGO & COMPANY/MN | 2.33M | $45M | −$477K | Cut−$2.14M |
| L2 Asset Management, LLC | 718.7K | $13.9M | −$60.9K | Added$8.1M |
| LPL Financial LLC | 688.9K | $13.3M | −$141.2K | Cut−$1.16M |
| RAINEY & RANDALL WEALTH ADVISORS INC. | 517.7K | $10.1M | −$116.8K | Cut−$1.22M |
| ROYAL BANK OF CANADA | 447K | $8.65M | −$91.2K | Cut−$1M |
| RAYMOND JAMES FINANCIAL INC | 434.2K | $8.41M | −$89K | Cut−$1.36M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 337.9K | $6.56M | −$77.7K | Cut−$697.8K |
| OSAIC HOLDINGS, INC. | 310.3K | $6.01M | −$65.2K | Cut−$654.2K |
| Teucrium Investment Advisors, LLC | 267.5K | $5.18M | −$54.8K | Cut−$565.7K |
| Sound Income Strategies, LLC | 221.6K | $4.31M | −$63.2K | Cut−$261.3K |
| Gotham Asset Management, LLC | 207.3K | $4.01M | −$23.4K | Added$1.79M |
| CAPTRUST FINANCIAL ADVISORS | 169.4K | $3.28M | −$34.5K | Cut−$15.6K |
| COMMONWEALTH EQUITY SERVICES, LLC | 108.9K | $2.11M | −$19.6K | Added$233.4K |
| JANE STREET GROUP, LLC | 106.7K | $2.07M | −$21.9K | Cut−$5.51M |
| Cetera Investment Advisers | 102.1K | $1.98M | −$20.9K | Cut−$1.71M |
| STIFEL FINANCIAL CORP | 59.7K | $1.16M | −$12.2K | Cut−$415.1K |
| Citadel | 55.7K | $1.08M | −$8.34K | Added$282.5K |
| ENVESTNET ASSET MANAGEMENT INC | 52.1K | $1.01M | −$10.7K | Cut−$140.4K |
| IFP Advisors, Inc | 48.3K | $934.8K | −$9.9K | Cut−$9.9K |
| Bleakley Financial Group, LLC | 45.5K | $881.5K | −$9.33K | Cut−$13.6K |
| Kestra Advisory Services, LLC | 45K | $870.7K | −$9.21K | Cut−$90.8K |
| INDEPENDENT FINANCIAL GROUP, LLC | 43.7K | $845.5K | −$6.65K | Added$210.6K |
| HB Wealth Management, LLC | 37.2K | $720.7K | −$7.63K | Cut−$108.1K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 36.6K | $708.9K | −$7.48K | Cut−$4.91K |
| &PARTNERS | 30.8K | $589.6K | −$12.4K | Added$51.8K |
| Ameritas Advisory Services, LLC | 23.2K | $448.2K | −$4.37K | Added$31.9K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 21.2K | $410.9K | — | New |
| FIFTH THIRD BANCORP | 14.2K | $275.6K | — | New |
| Cullen/Frost Bankers, Inc. | 13.4K | $259.5K | −$2.74K | Cut−$107K |
| PRIVATE TRUST CO NA | 13.1K | $253.1K | −$2.68K | Cut−$2.68K |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 12.5K | $242K | −$2.32K | Added$20K |
| Creative Planning | 12K | $232.3K | −$2.46K | Cut−$2.79K |
| Cornerstone Wealth Management, LLC | 10.7K | $206.3K | — | New |
| UBS Group AG | 9.9K | $191.7K | −$2.03K | Cut−$13.2K |
| BANK OF MONTREAL /CAN/ | 7K | $135.5K | −$1.44K | Cut−$1.44K |
| Steward Partners Investment Advisory, LLC | 6.83K | $132.3K | −$1.39K | Cut−$30.3K |
| Advisory Services Network, LLC | 5.33K | $103.2K | — | New |
| Rockefeller Capital Management L.P. | 4.27K | $82.6K | −$875 | Cut−$875 |
| Private Wealth Asset Management, LLC | 3.06K | $59.2K | — | New |
| WEBSTER BANK, N. A. | 1.98K | $38.3K | −$280 | Added$11.6K |
| MassMutual Private Wealth & Trust, FSB | 1.72K | $33.3K | −$353 | Cut−$353 |
| Golden State Equity Partners | 1.53K | $29.6K | — | New |
| Farther Finance Advisors, LLC | 1.17K | $22.7K | −$135 | Cut−$1.7K |
| AE Wealth Management LLC | 643 | $12.4K | −$132 | Cut−$33.5K |
| Advisors Asset Management, Inc. | 607 | $11.7K | — | New |
| IFG Advisory, LLC | 533 | $10.3K | — | New |
| Key Capital Management, INC | 471 | $9.12K | −$2 | Added$8.96K |
| Medallion Wealth Advisors, LLC | 343 | $6.64K | −$71 | Cut−$71 |
| Cambridge Investment Research Advisors, Inc. | 237.8K | $4.6K | −$48 | Cut−$409 |
| Strategic Wealth Partners, Ltd. | 150 | $2.9K | −$31 | Cut−$31 |
| CoreCap Advisors, LLC | 100 | $1.94K | −$21 | Cut−$21 |
| Janney Montgomery Scott LLC | 67.4K | $1.3K | −$14 | Cut−$259 |
| HRT FINANCIAL LP | 23.7K | $459 | — | New |
| WEDBUSH SECURITIES INC | 16K | $310 | −$3 | Cut−$321 |
| PMV Capital Advisers, LLC | 9 | $169 | — | New |
| Merkkuri Wealth Advisors LLC | 1 | $17 | — | New |
| BESSEMER GROUP INC | 600 | $12 | $0 | Held |
| Hanson & Doremus Investment Management | 183 | $4 | — | New |
| JPMORGAN CHASE & CO | 0 | $3 | — | Held |