| LPL Financial LLC | 55K | $8.34M | −$331.8K | Added$271.5K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 19K | $2.89M | −$116.5K | Added$53.2K |
| FIRST UNITED BANK & TRUST | 18.9K | $2.87M | −$123.2K | Cut−$1.27M |
| RVW Wealth, LLC | 16K | $2.44M | −$104.4K | Cut−$104.5K |
| MORGAN STANLEY | 14.2K | $2.16M | −$92.6K | Cut−$875.9K |
| ROYAL BANK OF CANADA | 13.6K | $2.06M | −$44.2K | Added$995K |
| Citadel | 13.4K | $2.03M | −$22.6K | Added$1.48M |
| Horizon Investments, LLC | 12.6K | $1.91M | −$44.9K | Added$814.2K |
| NORTHERN TRUST CORP | 10.6K | $1.6M | — | New |
| Roof Eidam Maycock Peralta, LLC | 9.03K | $1.37M | −$58.8K | Cut−$58.8K |
| SGL Investment Advisors, Inc. | 6.95K | $1.18M | $71.6K | Added$200.4K |
| FOUNDERS FINANCIAL SECURITIES LLC | 6.13K | $972K | $1.16K | Cut−$18.8K |
| COMMONWEALTH EQUITY SERVICES, LLC | 6.08K | $923.1K | −$38.9K | Cut−$21.6K |
| Well Done, LLC | 5.16K | $783.6K | −$33.6K | Cut−$33.6K |
| BANK OF AMERICA CORP /DE/ | 4.76K | $721.8K | −$31K | Cut−$65.1K |
| RAYMOND JAMES FINANCIAL INC | 4.62K | $700.8K | −$12.3K | Added$402.9K |
| Parallel Advisors, LLC | 4.48K | $679.3K | −$29.1K | Cut−$29.1K |
| Gilbert Capital Group, Inc. | 4.48K | $679.2K | −$29.1K | Cut−$222.7K |
| GREAT VALLEY ADVISOR GROUP, INC. | 4K | $607K | — | New |
| ENVESTNET ASSET MANAGEMENT INC | 3.68K | $558.7K | −$18K | Added$120.5K |
| Cetera Investment Advisers | 3.55K | $538.8K | −$22.1K | Added$1.77K |
| INTERACTIVE FINANCIAL ADVISORS, INC. | 3.34K | $506.4K | −$21.7K | Cut−$56.1K |
| OSAIC HOLDINGS, INC. | 3.28K | $497.6K | −$21.3K | Cut−$20.8K |
| EP Wealth Advisors, LLC | 3.06K | $464.3K | −$19.8K | Cut−$20K |
| Independent Advisor Alliance | 3.02K | $458.3K | — | New |
| Monument Group Wealth Advisors, LLC | 2.38K | $360.8K | −$15.5K | Cut−$15.5K |
| Stonebridge Capital Advisors LLC | 2.28K | $345.7K | — | New |
| Dynamic Advisor Solutions LLC | 2.26K | $342.6K | −$12.7K | Added$34.8K |
| GOLDMAN SACHS GROUP INC | 2.14K | $324.7K | −$13.9K | Cut−$13.9K |
| Fidelity | 1.83K | $278.3K | −$2.29K | Added$221.9K |
| HighTower Advisors, LLC | 1.8K | $273.1K | −$11.7K | Cut−$11.7K |
| Milestone Investment Advisors LLC | 1.76K | $267.5K | −$11.5K | Cut−$14.6K |
| Advisory Services Network, LLC | 1.74K | $263.6K | — | New |
| Empire Financial Management Company, LLC | 1.51K | $229.7K | −$9.85K | Cut−$9.85K |
| Caldwell Trust Co | 395 | $59.9K | −$2.57K | Cut−$2.57K |
| Wealth Enhancement Trust Services, Inc. | 392 | $59.5K | −$2.55K | Cut−$2.55K |
| Ameritas Investment Partners, Inc. | 375 | $56.9K | −$2.44K | Cut−$4.02K |
| Farther Finance Advisors, LLC | 293 | $44.8K | −$1.6K | Cut−$1.6K |
| CVA Family Office, LLC | 225 | $34.1K | −$1.46K | Cut−$1.46K |
| TOMPKINS FINANCIAL CORP | 217 | $32.9K | — | New |
| Smartleaf Asset Management LLC | 186 | $27.6K | — | New |
| VANGUARD ADVISERS INC | 171 | $25.9K | — | Held |
| AE Wealth Management LLC | 115 | $17.4K | −$749 | Cut−$749 |
| IFP Advisors, Inc | 100 | $15.2K | — | New |
| Sunrise Financial Services, LLC | 91 | $13.8K | −$592 | Cut−$24.6K |
| JPMORGAN CHASE & CO | 72 | $10.7K | −$724 | Cut−$724 |
| Olde Wealth Management, LLC | 33.2K | $5.04K | −$216 | Cut−$233 |
| DHJJ Financial Advisors, Ltd. | 21 | $3.23K | −$139 | Cut−$139 |
| Cambridge Investment Research Advisors, Inc. | 6.05K | $918 | −$40 | Cut−$40 |
| WELLS FARGO & COMPANY/MN | 0 | $51 | — | Cut−$67 |
| BESSEMER GROUP INC | 13 | $2 | $0 | Held |