| RAYMOND JAMES FINANCIAL INC | 279.5K | $6.9M | $239.9K | Added$984.7K |
| Dynamic Advisor Solutions LLC | 228.6K | $5.64M | $445.3K | Added$203.3K |
| MORGAN STANLEY | 122.9K | $3.03M | $118.3K | Cut−$3.22M |
| MAI Capital Management | 80K | $1.98M | $77K | Cut−$191.9K |
| GOLDMAN SACHS GROUP INC | 70.9K | $1.75M | $17.2K | Added$1.32M |
| LPL Financial LLC | 62.6K | $1.54M | $54.8K | Added$193.6K |
| Stratos Wealth Partners, LTD. | 60.7K | $1.5M | $56.2K | Added$113K |
| ENVESTNET ASSET MANAGEMENT INC | 43.1K | $1.06M | $36.9K | Added$155.6K |
| WT Wealth Management | 24.9K | $614.6K | — | New |
| JANE STREET GROUP, LLC | 24K | $592.6K | — | New |
| New England Private Wealth Advisors LLC | 20.2K | $499.8K | $19.2K | Added$25.4K |
| TWO SIGMA INVESTMENTS, LP | 18.5K | $456.8K | $11.2K | Added$181.5K |
| Citadel | 15.2K | $375.6K | — | New |
| Gladstone Institutional Advisory LLC | 14.1K | $347.1K | $8.88K | Added$128.5K |
| Cetera Investment Advisers | 11.6K | $287.1K | — | New |
| Private Advisor Group, LLC | 9.8K | $241.9K | — | New |
| OSAIC HOLDINGS, INC. | 8.12K | $200.5K | $6.59K | Added$38K |
| Versant Capital Management, Inc | 7.65K | $188.9K | $7.36K | Added$7.36K |
| UMB Bank, n.a. | 2.49K | $61.4K | $2.39K | Cut−$19.3K |
| UBS Group AG | 995 | $24.6K | $236 | Added$18.8K |
| PRIVATE TRUST CO NA | 636 | $16.5K | $1.41K | Added$1.41K |
| FIFTH THIRD BANCORP | 535 | $13.2K | — | New |
| Keating Financial Advisory Services, Inc. | 510 | $12.6K | $492 | Added$640 |
| ROYAL BANK OF CANADA | 368 | $9K | $0 | Held |
| Advisory Services Network, LLC | 353 | $8.73K | — | New |
| MATHER GROUP, LLC. | 328 | $8.1K | — | New |
| Cambridge Investment Research Advisors, Inc. | 11K | $270 | $8 | Added$60 |
| HARBOUR INVESTMENTS, INC. | 10 | $248 | $11 | Added$11 |
| Russell Investments Group, Ltd. | 5 | $123 | — | New |