| MORGAN STANLEY | 388.2K | $44.3M | −$2.58M | Cut−$1.61M |
| BANK OF AMERICA CORP /DE/ | 263.9K | $30.1M | −$1.79M | Cut−$4.59M |
| HighTower Advisors, LLC | 156.2K | $17.8M | −$724.6K | Added$4.92M |
| JANE STREET GROUP, LLC | 101.1K | $11.5M | −$221.4K | Added$7.59M |
| Avior Wealth Management, LLC | 92.2K | $10.5M | — | New |
| Banco Santander, S.A. | 75.8K | $8.64M | −$406.2K | Added$1.42M |
| Federation des caisses Desjardins du Quebec | 68.9K | $7.86M | −$20.4K | Added$7.49M |
| WELLS FARGO & COMPANY/MN | 64K | $7.3M | −$297K | Added$2.02M |
| Salomon & Ludwin, LLC | 50K | $5.74M | −$453.1K | Cut−$476.2K |
| LPL Financial LLC | 46.3K | $5.27M | −$314.2K | Cut−$1.02M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 45.8K | $5.22M | −$311.2K | Cut−$1.71M |
| Citadel | 44.2K | $5.04M | −$98.1K | Added$3.3M |
| BlackRock, Inc. | 40.7K | $4.64M | −$224.6K | Added$645.1K |
| GTS SECURITIES LLC | 35.1K | $4M | −$17K | Added$3.69M |
| M&T Bank Corp | 24.3K | $2.77M | −$165K | Cut−$165K |
| Composition Wealth, LLC | 18.3K | $2.08M | — | New |
| OSAIC HOLDINGS, INC. | 17.5K | $2M | −$119K | Cut−$2.12M |
| ROYAL BANK OF CANADA | 17.3K | $1.98M | −$118.1K | Cut−$2.58M |
| RAYMOND JAMES FINANCIAL INC | 16.6K | $1.89M | −$112.4K | Cut−$8.06M |
| FOUNDERS GROVE WEALTH PARTNERS, LLC | 16.3K | $1.86M | −$110.8K | Cut−$111.2K |
| JPMORGAN CHASE & CO | 15.7K | $1.74M | −$21.2K | Added$1.49M |
| ENVESTNET ASSET MANAGEMENT INC | 14.9K | $1.69M | −$100.9K | Cut−$8.84M |
| DECISION INVESTMENTS, INC | 11.9K | $1.36M | −$80.8K | Cut−$135.1K |
| AMERIPRISE FINANCIAL INC | 11.5K | $1.31M | −$76.9K | Cut−$6.97M |
| Gladstone Institutional Advisory LLC | 10.9K | $1.25M | −$28.1K | Added$746.2K |
| NORTHERN TRUST CORP | 10.7K | $1.22M | — | New |
| LOM Asset Management Ltd | 10.4K | $1.19M | −$57.9K | Added$158.7K |
| CITIGROUP INC | 10.3K | $1.18M | −$70.3K | Cut−$96.5K |
| UBS Group AG | 10.2K | $1.17M | −$69.5K | Cut−$195.6K |
| Snowden Capital Advisors LLC | 9.42K | $1.07M | −$64K | Cut−$91.9K |
| FSM Wealth Advisors, LLC | 9.29K | $1.06M | −$59.3K | Added$4.47K |
| PRINCIPAL SECURITIES, INC. | 8.75K | $997.5K | −$57.3K | Cut−$22K |
| Kestra Advisory Services, LLC | 8.5K | $969.2K | −$55.7K | Cut−$22.3K |
| Equitable Holdings, Inc. | 7.49K | $904.8K | −$0 | Added$152.3K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 6.53K | $744.2K | −$44.3K | Cut−$44.3K |
| KCM INVESTMENT ADVISORS LLC | 6.51K | $742.1K | −$39.9K | Added$31.7K |
| SAGESPRING WEALTH PARTNERS, LLC | 5.36K | $611.2K | — | New |
| COMMONWEALTH EQUITY SERVICES, LLC | 5.24K | $597.2K | −$27.1K | Added$116.1K |
| Tiller Private Wealth, Inc. | 4.56K | $519.8K | −$31K | Cut−$35.8K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 4.52K | $515.2K | −$28.9K | Added$962 |
| Johnson Bixby & Associates, LLC | 4.35K | $495.7K | −$29.5K | Cut−$15.4M |
| Creative Planning | 4.29K | $489.7K | −$28.2K | Cut−$13.3K |
| Private Advisor Group, LLC | 4.29K | $489K | −$29.1K | Cut−$1.59M |
| COOKSON PEIRCE & CO INC | 4.21K | $480.3K | −$27.7K | Cut−$11.8K |
| JONES FINANCIAL COMPANIES LLLP | 4.35K | $478.2K | −$46.8K | Cut−$50.9K |
| Cetera Investment Advisers | 4.17K | $475.6K | −$28.3K | Cut−$158.1K |
| Integrated Wealth Concepts LLC | 3.97K | $452.4K | −$26.9K | Cut−$26.9K |
| NATIONAL BANK OF CANADA /FI/ | 3.92K | $445.8K | −$25.6K | Cut−$1.32K |
| Mirae Asset Global Investments Co., Ltd. | 3.77K | $429.8K | −$25.6K | Cut−$25.6K |
| FIFTH THIRD BANCORP | 3.67K | $418.3K | −$19.6K | Added$69.4K |
| Beacon Pointe Advisors, LLC | 3.53K | $402.1K | −$23K | Cut−$6.78K |
| UNIQUE WEALTH, LLC | 3.5K | $399.3K | — | New |
| Comprehensive Wealth Management, LLC | 3.46K | $393.9K | — | New |
| MML INVESTORS SERVICES, LLC | 3.25K | $370.4K | −$22.1K | Cut−$201.3K |
| STIFEL FINANCIAL CORP | 2.9K | $330.4K | −$19.7K | Cut−$55.2K |
| Fisher Asset Management, LLC | 2.82K | $321.6K | −$19.2K | Cut−$485.3K |
| Elevation Advisory Partners LLC | 2.62K | $318.7K | — | Held |
| TCFG WEALTH MANAGEMENT, LLC | 2.78K | $316.6K | −$18.9K | Cut−$20.8K |
| TCFG Investment Advisors, LLC | 2.78K | $316.6K | — | Held |
| Mesirow Financial Investment Management, Inc. | 2.77K | $316.4K | −$18.8K | Cut−$18.8K |
| MontVue Capital Management, Inc. | 2.56K | $291.7K | −$17.4K | Cut−$17.6K |
| D.A. DAVIDSON & CO. | 2.55K | $291.2K | −$17.1K | Cut−$12.8K |
| MERCER GLOBAL ADVISORS INC /ADV | 2.52K | $286.9K | −$14.7K | Added$25.8K |
| PARTNERS WEALTH MANAGEMENT, LLC | 2.47K | $281.2K | −$16.8K | Cut−$16.8K |
| Sanctuary Advisors, LLC | 2.44K | $277.8K | −$11.4K | Added$74.9K |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 2.28K | $259.8K | −$15.5K | Cut−$15.5K |
| McIlrath & Eck, LLC | 2.26K | $257.2K | −$15.4K | Cut−$34.1K |
| CIBC WORLD MARKET INC. | 2.24K | $254.9K | −$15.2K | Cut−$15.2K |
| Nova Wealth Management, Inc. | 2.18K | $248.5K | −$9.53K | Added$79.1K |
| Strategic Financial Concepts, LLC | 2.1K | $239.4K | — | New |
| CWM, LLC | 2.06K | $234.6K | $234.4K | Added$234.3K |
| Centerline Wealth Advisors, LLC | 2.03K | $231.1K | — | New |
| Waverly Advisors, LLC | 1.99K | $226.9K | −$13.5K | Cut−$13.5K |
| Rockefeller Capital Management L.P. | 1.95K | $222.2K | −$13.2K | Cut−$18.8K |
| CLIENT 1ST ADVISORY GROUP, LLC | 1.81K | $206.6K | −$12.3K | Cut−$12.3K |
| OpenArc Corporate Advisory, LLC | 1.78K | $202.5K | — | New |
| Front Row Advisors LLC | 1.73K | $197.2K | −$11.7K | Cut−$11.7K |
| Fidelity | 1.7K | $194.1K | −$11.6K | Cut−$12.2K |
| Spire Wealth Management | 1.61K | $183.3K | −$10.9K | Cut−$10.9K |
| City State Bank | 1.4K | $159.6K | −$9.51K | Cut−$9.51K |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 1.34K | $154K | −$7.71K | Cut−$7.71K |
| Annis Gardner Whiting Capital Advisors, LLC | 1.34K | $152.9K | −$9.11K | Cut−$9.11K |
| BANK OF MONTREAL /CAN/ | 1.05K | $120K | −$7.15K | Cut−$144.8K |
| Farther Finance Advisors, LLC | 1.04K | $119.8K | −$5.36K | Added$7.29K |
| HARBOR INVESTMENT ADVISORY, LLC | 1.04K | $119.1K | −$7.1K | Cut−$7.1K |
| Steward Partners Investment Advisory, LLC | 1.03K | $116.9K | −$6.25K | Added$5.72K |
| AE Wealth Management LLC | 1.02K | $116K | −$6.86K | Cut−$274.5K |
| Clearstead Advisors, LLC | 650 | $74.1K | −$4.41K | Cut−$4.41K |
| Medallion Wealth Advisors, LLC | 644 | $73.4K | −$4.37K | Cut−$4.37K |
| Provident Wealth Management, LLC | 600 | $68.4K | −$4.07K | Cut−$4.07K |
| Sava Infond d.o.o. | 575 | $65.5K | −$3.9K | Cut−$3.9K |
| Golden State Equity Partners | 550 | $62.7K | — | New |
| BLAIR WILLIAM & CO/IL | 488 | $55.6K | −$3.31K | Cut−$3.31K |
| HARBOUR INVESTMENTS, INC. | 460 | $52.4K | −$3.16K | Cut−$5.09K |
| Atlantic Union Bankshares Corp | 407 | $46.4K | −$2.76K | Cut−$2.76K |
| Destiny Wealth Partners, LLC | 400 | $45.6K | — | New |
| Rossby Financial, LCC | 360 | $41.4K | — | New |
| EDMOND DE ROTHSCHILD HOLDING S.A. | 335 | $38.2K | −$2.28K | Cut−$2.27K |
| Smartleaf Asset Management LLC | 317 | $35.1K | −$3.4K | Cut−$1.42M |
| NBT BANK N A /NY | 304 | $34.7K | −$22.9K | Cut−$2.06K |
| Founders Financial Alliance, LLC | 300 | $34.2K | −$2.04K | Cut−$2.04K |
| Sunbelt Securities, Inc. | 300 | $34.2K | −$2.04K | Cut−$2.04K |
| SBI Securities Co., Ltd. | 288 | $32.8K | −$1.96K | Cut−$1.96K |
| Arax Advisory Partners | 264 | $30.1K | −$1.79K | Cut−$12.4K |
| ASSETMARK, INC | 252 | $28.7K | −$1.71K | Cut−$1.71K |
| Optiver Holding B.V. | 234 | $26.7K | — | New |
| Frankly Finances, LLC | 150 | $17.1K | −$1.02K | Cut−$1.02K |
| Physician Wealth Advisors, Inc. | 148 | $16.9K | −$842 | Added$2.01K |
| Advisory Services Network, LLC | 135 | $15.4K | — | New |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 128 | $14.6K | — | New |
| Russell Investments Group, Ltd. | 106 | $12.1K | −$720 | Cut−$3.02K |
| AdvisorNet Financial, Inc | 104 | $11.8K | −$705 | Cut−$705 |
| Larson Financial Group LLC | 100 | $11.4K | −$679 | Cut−$679 |
| Blue Trust, Inc. | 44 | $5.02K | −$299 | Cut−$299 |
| Central Pacific Bank - Trust Division | 42 | $4.79K | −$285 | Cut−$285 |
| BROWN, LISLE/CUMMINGS, INC. | 35 | $3.99K | −$238 | Cut−$238 |
| PNC Financial Services Group, Inc. | 30 | $3.42K | −$204 | Cut−$204 |
| Quest 10 Wealth Builders, Inc. | 26 | $2.96K | −$177 | Cut−$177 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 26 | $2.94K | −$176 | Cut−$176 |
| SENTINEL TRUST CO LBA | 15.8K | $1.8K | −$107 | Cut−$107 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 15 | $1.71K | −$102 | Cut−$102 |
| FLOW TRADERS U.S. LLC | 13.8K | $1.58K | −$75 | Added$246 |
| Anchor Investment Management, LLC | 10 | $1.14K | −$68 | Cut−$68 |
| Janney Montgomery Scott LLC | 9.03K | $1.03K | −$61 | Cut−$1.79K |
| CoreCap Advisors, LLC | 6 | $703 | −$42 | Cut−$42 |
| KELLEHER FINANCIAL ADVISORS | 6 | $665 | −$60 | Cut−$60 |
| Virtu Financial LLC | 5.19K | $592 | — | New |
| JTC Employer Solutions Trustee Ltd | 4.7K | $536 | −$32 | Cut−$32 |
| Cambridge Investment Research Advisors, Inc. | 2.09K | $239 | −$14 | Cut−$71 |
| Rosenberg Matthew Hamilton | 2 | $228 | −$14 | Cut−$14 |
| Richard Bernstein Advisors LLC | 2 | $228 | −$13 | Cut−$13 |
| Merkkuri Wealth Advisors LLC | 1 | $145 | — | New |
| Tower Research Capital LLC (TRC) | 1 | $114 | −$7 | Cut−$369 |
| Avion Wealth | 87 | $9 | −$1 | Cut−$1 |