| MACKENZIE FINANCIAL CORP | 589K | $26.7M | −$323.8K | Cut−$6.15M |
| ACT WEALTH MANAGEMENT, LLC | 570.8K | $25.8M | −$320.8K | Added$904.5K |
| Bank Julius Baer & Co. Ltd, Zurich | 473.7K | $21.4M | −$273.6K | Added$180.6K |
| Leo Wealth, LLC | 339.2K | $15.4M | −$132.8K | Added$5.28M |
| LOOMIS SAYLES & CO L P | 296.2K | $13.4M | −$165.8K | Added$523.3K |
| UBS Group AG | 259.9K | $11.8M | −$135.7K | Added$1.22M |
| BlackRock, Inc. | 167.2K | $7.57M | −$93.9K | Added$272K |
| CITIGROUP INC | 138.6K | $6.28M | −$81.8K | Cut−$4.82M |
| Private Advisory Group LLC | 107K | $4.85M | — | New |
| MORGAN STANLEY | 92.7K | $4.2M | −$46.6K | Added$571.3K |
| New Capital Management LP | 84K | $3.8M | −$32.9K | Added$1.24M |
| NorthStar Asset Management LLC /NJ/ | 80.8K | $3.66M | −$44.6K | Added$194K |
| Mirae Asset Global Investments Co., Ltd. | 80K | $3.62M | — | New |
| Gladwyn Financial Advisors, Inc. | 71.9K | $3.25M | −$41.5K | Added$30.6K |
| AMERIPRISE FINANCIAL INC | 65.8K | $2.98M | −$28.3K | Added$428.4K |
| Allie Family Office LLC | 88.5K | $2.45M | −$36.9K | Cut−$48.9K |
| ROYAL BANK OF CANADA | 50.9K | $2.3M | −$28.7K | Added$106K |
| LPL Financial LLC | 49.8K | $2.26M | −$28.1K | Added$70.1K |
| JANE STREET GROUP, LLC | 49.1K | $2.22M | — | New |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 45.6K | $2.06M | — | New |
| OPPENHEIMER ASSET MANAGEMENT INC. | 31.6K | $1.43M | −$16.4K | Added$151.1K |
| GUGGENHEIM CAPITAL LLC | 30.8K | $1.4M | −$13.1K | Added$380.9K |
| Nilsine Partners, LLC | 30.1K | $1.38M | −$0 | Cut−$49.4K |
| Tactive Advisors, LLC | 30.1K | $1.36M | −$17.8K | Cut−$1.33M |
| RWA WEALTH PARTNERS, LLC | 23.9K | $1.08M | −$14.1K | Cut−$37K |
| OLD MISSION CAPITAL LLC | 23.7K | $1.07M | — | New |
| SCOTIA CAPITAL INC. | 23.4K | $1.06M | −$12.1K | Added$121.1K |
| Citadel | 21.5K | $975.6K | −$7.07K | Added$426K |
| BANK OF AMERICA CORP /DE/ | 21.3K | $964.7K | −$11.8K | Added$45K |
| Banco Santander, S.A. | 19.3K | $874.2K | −$10.2K | Added$82.6K |
| Sanctuary Advisors, LLC | 17.1K | $775.7K | −$9.67K | Added$24.1K |
| Migdal Insurance & Financial Holdings Ltd. | 16.6K | $753.3K | $666.9K | Added$752.7K |
| RAYMOND JAMES FINANCIAL INC | 16.6K | $750.8K | −$7.99K | Added$132.1K |
| Compagnie Lombard Odier SCmA | 15.7K | $709.7K | −$3.92K | Added$404.7K |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | 15.5K | $700.1K | −$9.08K | Cut−$6.19K |
| Farrell Financial LLC | 15.1K | $685.3K | −$8.91K | Cut−$47K |
| Bank of New York Mellon Corp | 13.2K | $597.3K | −$3.43K | Added$332.1K |
| DORVAL Corp | 13.1K | $591.9K | −$7.72K | Cut−$6.43M |
| Stronghold Wealth Management L.L.C. | 12.9K | $582.4K | −$7.57K | Cut−$6.3K |
| CIBC Asset Management Inc | 12.6K | $569.4K | −$7.42K | Cut−$5.01M |
| D.A. DAVIDSON & CO. | 12.4K | $560.1K | −$7.24K | Cut−$2.71K |
| BTG Pactual Asset Management US LLC | 12K | $543K | $13.9K | Added$13.9K |
| Activest Wealth Management | 11.7K | $530.3K | −$6.93K | Cut−$6.43K |
| PRINCIPAL SECURITIES, INC. | 11.5K | $522.4K | −$6.81K | Cut−$79.6K |
| Waverly Advisors, LLC | 9.93K | $449.5K | −$5.85K | Cut−$5.21K |
| Avior Wealth Management, LLC | 9.44K | $427.3K | −$5.57K | Cut−$4.3K |
| Comprehensive Money Management Services LLC | 7.95K | $360K | −$4.69K | Cut−$4.69K |
| HSBC HOLDINGS PLC | 7.59K | $343.6K | — | New |
| Cetera Investment Advisers | 7.47K | $338.3K | −$4.16K | Added$13K |
| Phoenix Financial Ltd. | 7.18K | $325.3K | −$4.12K | Cut−$4.12K |
| Aptus Capital Advisors, LLC | 7.07K | $319.9K | −$4.15K | Cut−$2.38K |
| IPG Investment Advisors LLC | 6.78K | $306.9K | — | New |
| MERCER GLOBAL ADVISORS INC /ADV | 6.57K | $297.3K | — | New |
| SEAVIEW INVESTMENT MANAGERS LLC | 6.37K | $288.3K | −$2.84K | Added$66.3K |
| First Growth Capital LLC | 6.37K | $287.1K | −$6.44K | Added$6.31K |
| Caliber Wealth Management, LLC / KS | 5.94K | $269K | −$3.41K | Added$2.97K |
| David Kennon Inc | 5.92K | $268.1K | −$3.49K | Cut−$17.5K |
| OPPENHEIMER & CO INC | 5.43K | $246.1K | −$3.21K | Cut−$175.4K |
| Trek Financial, LLC | 5.21K | $235.9K | — | New |
| ENVESTNET ASSET MANAGEMENT INC | 4.7K | $213K | — | New |
| Csenge Advisory Group | 4.68K | $211.9K | −$2.61K | Added$8.94K |
| OSAIC HOLDINGS, INC. | 3.42K | $154.9K | −$2.02K | Cut−$179.2K |
| J.Safra Asset Management Corp | 3.15K | $142.5K | −$1.8K | Added$2.27K |
| BNP PARIBAS FINANCIAL MARKETS | 3.13K | $141.5K | −$1.37K | Added$35K |
| Princeton Global Asset Management LLC | 2.82K | $127.6K | −$1.66K | Cut−$5.33K |
| Fidelity | 1.86K | $84.2K | −$1.08K | Cut−$1.3K |
| FIFTH THIRD BANCORP | 1.27K | $57.3K | — | New |
| COUNTRY TRUST BANK | 1.15K | $52.1K | −$679 | Cut−$679 |
| Farther Finance Advisors, LLC | 1.09K | $49.2K | −$3 | Added$49K |
| ASSETMARK, INC | 713 | $32.3K | −$420 | Cut−$4K |
| HARBOUR INVESTMENTS, INC. | 658 | $29.8K | −$385 | Cut−$113 |
| Virginia Estate & Retirement Planning Advisors Inc. | 215 | $25.8K | — | Held |
| BANK OF MONTREAL /CAN/ | 501 | $22.7K | −$296 | Cut−$57.4K |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 500 | $22.5K | — | New |
| Versant Capital Management, Inc | 323 | $14.6K | −$204 | Cut−$68 |
| Allworth Financial LP | 284 | $12.9K | −$165 | Cut−$3.38K |
| Darwin Wealth Management, LLC | 231 | $10.5K | −$139 | Cut−$48 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 175 | $7.92K | — | New |
| Ashton Thomas Private Wealth, LLC | 140 | $6.34K | — | New |
| Rockefeller Capital Management L.P. | 105 | $4.78K | −$39 | Cut−$4.58K |
| WELLS FARGO & COMPANY/MN | 44 | $1.99K | $19 | Added$1.96K |
| Forum Finance Group S.A. | 49.3K | $1.77K | — | Held |
| JPMORGAN CHASE & CO | 38 | $1.71K | −$32 | Cut−$3.33K |
| CENTAURUS FINANCIAL, INC. | 5.82K | $264 | −$3 | Cut−$3 |
| Cambridge Investment Research Advisors, Inc. | 5.5K | $249 | −$3 | Added$8 |
| AE Wealth Management LLC | 0 | $13 | — | New |
| SIGNATUREFD, LLC | 0 | $9 | — | Held |