| PGIM Custom Harvest LLC | 957.8K | $92.8M | −$5.95M | Cut−$7.75M |
| MORGAN STANLEY | 944.4K | $91.5M | −$5.87M | Cut−$7.59M |
| BANK OF AMERICA CORP /DE/ | 776.6K | $75.3M | −$4.82M | Cut−$16M |
| UBS Group AG | 507.6K | $49.2M | −$3.15M | Cut−$7.67M |
| WELLS FARGO & COMPANY/MN | 293.6K | $28.5M | −$1.82M | Cut−$9.34M |
| RAYMOND JAMES FINANCIAL INC | 212.1K | $20.6M | −$1.32M | Cut−$1.75M |
| LPL Financial LLC | 194.4K | $18.8M | −$1.16M | Cut−$485.4K |
| ROYAL BANK OF CANADA | 193.8K | $18.8M | −$1.2M | Cut−$9.46M |
| GOLDMAN SACHS GROUP INC | 118.4K | $11.5M | −$693.1K | Cut−$36.6K |
| BNP PARIBAS FINANCIAL MARKETS | 100K | $9.69M | — | New |
| Gallagher Capital Advisors, LLC | 10.7K | $6.99M | — | New |
| ENVESTNET ASSET MANAGEMENT INC | 60K | $5.82M | −$292.8K | Added$955.8K |
| Zurich Insurance Group Ltd/FI | 58.9K | $5.71M | −$404.6K | Cut−$404.6K |
| Steward Partners Investment Advisory, LLC | 56.3K | $5.45M | −$206K | Added$2.03M |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 55.8K | $5.41M | −$346.6K | Cut−$480.7K |
| MML INVESTORS SERVICES, LLC | 53.6K | $5.2M | −$332.9K | Cut−$37.6M |
| OSAIC HOLDINGS, INC. | 53.5K | $5.18M | −$332K | Cut−$10.7M |
| First Citizens Financial Corp | 49.7K | $4.82M | −$308.9K | Cut−$327.9K |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 47.5K | $4.61M | −$293.9K | Cut−$373.2K |
| Strategic Blueprint, LLC | 45.9K | $4.45M | −$278.7K | Cut−$178.5K |
| PRINCIPAL SECURITIES, INC. | 43.3K | $4.2M | −$238.8K | Added$234.6K |
| AMERIPRISE FINANCIAL INC | 42.8K | $4.15M | −$265.8K | Cut−$1.23M |
| Citadel | 41.2K | $4M | −$239.4K | Added$21.5K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 34.9K | $3.38M | −$216.7K | Cut−$613.7K |
| Icahn Capital | 34.1K | $3.31M | −$16.9K | Added$3.03M |
| BlackRock, Inc. | 32.1K | $3.11M | −$199.1K | Cut−$837.7K |
| SOUTHERN CAPITAL ADVISORS, LLC | 31.2K | $3.02M | −$193.6K | Cut−$1.36M |
| JPMORGAN CHASE & CO | 31.6K | $2.98M | −$271.9K | Cut−$210.5K |
| COMMONWEALTH EQUITY SERVICES, LLC | 30.7K | $2.98M | −$190.9K | Cut−$929.6K |
| COTTONWOOD CAPITAL ADVISORS, LLC | 30.6K | $2.97M | −$167K | Added$195.7K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 27.7K | $2.69M | −$172.1K | Cut−$1.09M |
| JONES FINANCIAL COMPANIES LLLP | 27.2K | $2.56M | −$186.2K | Added$404.7K |
| Fidelity | 24.1K | $2.33M | −$82.6K | Added$963.1K |
| Stillwater Capital Advisors, LLC | 21.9K | $2.12M | −$135.7K | Cut−$597.3K |
| AMG National Trust Bank | 21.4K | $2.07M | −$74.2K | Added$837K |
| TRITONPOINT WEALTH, LLC | 20K | $1.94M | −$124.1K | Cut−$157.4K |
| Stonebridge Financial Planning Group, LLC | 19.9K | $1.92M | −$123.3K | Cut−$222.8K |
| PATTEN & PATTEN INC/TN | 18.7K | $1.81M | −$116.1K | Cut−$118.7K |
| Tower Research Capital LLC (TRC) | 18.3K | $1.77M | — | New |
| CITIGROUP INC | 18K | $1.75M | −$39.9K | Added$1.09M |
| Mariner, LLC | 17.9K | $1.73M | −$117.1K | Cut−$183.1K |
| AlphaCore Capital LLC | 17.2K | $1.66M | −$106.5K | Cut−$17.1M |
| GTS SECURITIES LLC | 17.1K | $1.66M | −$61.6K | Added$636.2K |
| STIFEL FINANCIAL CORP | 15.3K | $1.49M | −$95.2K | Cut−$15.5M |
| Quantinno Capital Management LP | 15.1K | $1.46M | −$68K | Added$335.4K |
| HighTower Advisors, LLC | 15K | $1.45M | −$90.2K | Cut−$48.2K |
| Mutual Advisors, LLC | 14.8K | $1.44M | −$92.1K | Cut−$141.9K |
| GARRISON POINT ADVISORS, LLC | 14.3K | $1.39M | −$89.1K | Cut−$89.1K |
| SPINNAKER TRUST | 13.9K | $1.35M | −$86.5K | Cut−$86.5K |
| Creative Planning | 12.6K | $1.22M | −$78.4K | Cut−$119.2K |
| TRUIST FINANCIAL CORP | 12.6K | $1.22M | −$77.4K | Cut−$64.3K |
| Cetera Investment Advisers | 12.5K | $1.21M | −$77.7K | Cut−$1.73M |
| Whitener Capital Management, Inc. | 11.8K | $1.14M | −$72.9K | Cut−$71.5K |
| HUNTINGTON NATIONAL BANK | 11.4K | $1.11M | −$70.2K | Cut−$57.5K |
| Lakeshore Capital Group, Inc. | 11.2K | $1.09M | −$69.8K | Cut−$84.2K |
| KKM Financial LLC | 10.5K | $1.09M | $0 | Held |
| Outlook Wealth Advisors, LLC | 11K | $1.07M | −$68.5K | Cut−$77.2K |
| Ameliora Wealth Management Ltd. | 11K | $1.07M | −$68.3K | Cut−$68.3K |
| &PARTNERS | 10.5K | $1.02M | −$65.2K | Cut−$66.7K |
| WESPAC Advisors SoCal, LLC | 10.5K | $1.02M | −$65.2K | Cut−$86.3K |
| Asset One Wealth Management LLC | 9.76K | $1.01M | −$7.11K | Added$8.38K |
| Simmons Bank | 10.5K | $1.01M | −$65K | Cut−$142.4K |
| BANK OF MONTREAL /CAN/ | 10.4K | $1.01M | −$64.8K | Cut−$672.7K |
| Genesee Capital Advisors, LLC | 10.4K | $1.01M | −$64.5K | Cut−$468.8K |
| Koshinski Asset Management, Inc. | 10.4K | $1.01M | −$64.5K | Cut−$64.4K |
| Sanctuary Advisors, LLC | 10.3K | $1M | −$64.1K | Cut−$146.6K |
| Equitable Holdings, Inc. | 9.7K | $999.8K | −$0 | Cut−$35.7K |
| EARNED WEALTH ADVISORS, LLC | 10K | $969.2K | — | New |
| Corient Private Wealth LLC | 10.9K | $965K | −$160.6K | Cut−$307.9K |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 9.09K | $922.3K | −$14.6K | Cut−$14.6K |
| Capital Investment Advisors, LLC | 9.06K | $878.2K | −$56.2K | Cut−$57.8K |
| U.S. Capital Wealth Advisors, LLC | 9.04K | $876K | −$52.5K | Added$3.79K |
| MERCER GLOBAL ADVISORS INC /ADV | 8.74K | $847.5K | −$32.4K | Added$309.1K |
| Anchor Investment Management, LLC | 8.49K | $823.2K | −$52.7K | Cut−$51.6K |
| Rockefeller Capital Management L.P. | 8.38K | $812.6K | −$22.2K | Added$443.9K |
| Haverford Trust Co | 8.37K | $811.2K | −$52K | Cut−$52K |
| Chevy Chase Trust Holdings, LLC | 7.92K | $768K | −$49.2K | Cut−$49.2K |
| Apeiron RIA LLC | 7.69K | $745.6K | −$59.9K | Cut−$76.7K |
| Private Advisor Group, LLC | 7.56K | $732.5K | −$45.4K | Cut−$21K |
| REDSTONE WEALTH MANAGEMENT, LLC | 7.55K | $732.2K | −$46.9K | Cut−$60K |
| Farther Finance Advisors, LLC | 7.52K | $731.9K | −$33.9K | Added$133.7K |
| PATTON ALBERTSON MILLER GROUP, LLC | 7.55K | $731.8K | −$46.9K | Cut−$46.9K |
| IBEX WEALTH ADVISORS | 7.53K | $729.5K | — | New |
| Atria Investments, Inc | 7.28K | $705.7K | −$45.2K | Cut−$59.7K |
| FIFTH THIRD BANCORP | 7.24K | $701.5K | — | New |
| DAVENPORT & Co LLC | 6.96K | $674.6K | −$43.2K | Cut−$805.2K |
| CWM, LLC | 6.81K | $660K | $659.3K | Added$659.3K |
| SONATA CAPITAL GROUP INC | 6.6K | $639.3K | −$41K | Cut−$41K |
| Bank of New York Mellon Corp | 6.56K | $635.8K | −$14.7K | Added$392K |
| Samara Investment Management, LLC | 6.54K | $634.2K | — | Held |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 6.34K | $614.5K | −$39.4K | Cut−$38.5K |
| Allen Investment Management, LLC | 6.26K | $607K | −$38.7K | Cut−$38.7K |
| COOKSON PEIRCE & CO INC | 6.19K | $599.7K | −$37.1K | Cut−$16.5K |
| M&T Bank Corp | 6K | $581.5K | −$37.2K | Cut−$37.3K |
| Canvas Wealth Advisors, LLC | 5.58K | $541.2K | −$34.7K | Cut−$34.7K |
| WHITTIER TRUST CO OF NEVADA INC | 5.52K | $539.2K | −$40K | Cut−$40K |
| EP Wealth Advisors, LLC | 5.51K | $534.5K | −$34.2K | Cut−$94.2K |
| PETTYJOHN, WOOD & WHITE, INC | 5.5K | $533.1K | −$34.2K | Cut−$34.2K |
| Zhang Financial LLC | 5.36K | $519.2K | −$17K | Added$237.2K |
| COMMERCE BANK | 5.29K | $512.2K | −$32.8K | Cut−$32.8K |
| Concurrent Investment Advisors, LLC | 5.2K | $504.4K | −$32.3K | Cut−$33.8K |
| Vivaldi Capital Management LP | 5.06K | $490.8K | −$31.4K | Cut−$31.9K |
| Moors & Cabot, Inc. | 5K | $484.1K | −$31K | Cut−$120K |
| COLDSTREAM CAPITAL MANAGEMENT INC | 4.93K | $478K | −$30.6K | Cut−$30.6K |
| CITIZENS FINANCIAL GROUP INC/RI | 4.91K | $475.8K | −$30.5K | Cut−$30.5K |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 4.85K | $470.5K | −$30.1K | Cut−$30.1K |
| One Charles Private Wealth Services, LLC | 4.84K | $469.1K | −$29.5K | Cut−$20.2K |
| Prime Capital Investment Advisors, LLC | 4.79K | $463.8K | −$29.7K | Cut−$97.8K |
| Gladstone Institutional Advisory LLC | 4.6K | $445.5K | −$28.6K | Cut−$105.3K |
| Beacon Pointe Advisors, LLC | 4.52K | $437.9K | −$21.3K | Added$82.4K |
| Sunbelt Securities, Inc. | 4.5K | $435.9K | −$28K | Cut−$1.4M |
| CoreCap Advisors, LLC | 4.49K | $435.3K | −$27.9K | Cut−$1.51M |
| Advisory Services Network, LLC | 4.47K | $433.7K | −$27.8K | Cut−$13.1M |
| Geneos Wealth Management Inc. | 4.44K | $430.3K | −$27.6K | Cut−$27.6K |
| Baird Financial Group, Inc. | 4.33K | $420K | −$26.4K | Cut−$18.2K |
| North Star Investment Management Corp. | 4.31K | $417.9K | −$26.8K | Cut−$26.6K |
| SEI INVESTMENTS CO | 4.28K | $414.6K | — | New |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 4.26K | $412.9K | — | Held |
| Csenge Advisory Group | 4.19K | $406.5K | −$26.1K | Cut−$34.2K |
| Daybright Advisory Services, Inc. | 4.09K | $396.1K | −$25.4K | Cut−$25.4K |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC | 4K | $387.7K | −$24.8K | Cut−$24.8K |
| PLANNING DIRECTIONS INC | 3.98K | $386K | −$24.7K | Cut−$24.3K |
| BLAIR WILLIAM & CO/IL | 3.98K | $385.5K | −$24.6K | Cut−$24.3K |
| FIRST CITIZENS BANK & TRUST CO | 3.98K | $385.3K | −$24.7K | Cut−$24.7K |
| Glenview Trust Co | 3.87K | $375.1K | −$24K | Cut−$110K |
| Samalin Investment Counsel, LLC | 3.68K | $356.6K | −$22.8K | Cut−$44.3K |
| Allworth Financial LP | 3.64K | $352.5K | −$22.6K | Cut−$39.1K |
| TD Waterhouse Canada Inc. | 3.62K | $351.9K | −$21K | Cut−$21K |
| Cresset Asset Management, LLC | 3.58K | $347.4K | −$22.3K | Cut−$22.3K |
| Mosley Wealth Management | 3.28K | $344.1K | $4.76K | Added$4.86K |
| Cadent Capital Advisors, LLC | 3.53K | $342.3K | −$21.9K | Cut−$5.02M |
| Dakota Wealth Management | 3.52K | $340.7K | −$21.8K | Cut−$31K |
| Greenfield Savings Bank | 3.51K | $340.4K | −$21.8K | Cut−$21.8K |
| Capital Developers, LLC | 3.44K | $333K | −$21.3K | Cut−$23.7K |
| Kestra Advisory Services, LLC | 3.42K | $331K | −$16.8K | Added$52.3K |
| Vestmark Advisory Solutions, Inc. | 3.4K | $329.3K | — | New |
| ELEVATION POINT WEALTH PARTNERS, LLC | 3.4K | $329.3K | — | New |
| Financial Engines Advisors L.L.C. | 3.34K | $323.6K | −$19.7K | Cut−$2.79K |
| PNC Financial Services Group, Inc. | 3.33K | $323.1K | −$20.7K | Cut−$218.7K |
| DOLIVER ADVISORS, LP | 3.27K | $316.8K | −$20.3K | Cut−$20.3K |
| Maltin Wealth Management, Inc. | 3.27K | $316.8K | −$20.4K | Cut−$20K |
| Chicago Partners Investment Group LLC | 3K | $311.3K | −$6.27K | Cut−$6.27K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 3.14K | $304.3K | −$25.1K | Cut−$68.8K |
| Chesapeake Wealth Management | 2.99K | $289.9K | −$18.6K | Cut−$43.7K |
| STEPHENS INC /AR/ | 2.92K | $282.8K | −$18.1K | Cut−$18.1K |
| Balance Wealth, LLC | 2.91K | $282K | −$15K | Added$32.7K |
| Greykasell Wealth Strategies, Inc. | 2.9K | $280.7K | −$18K | Cut−$18K |
| MAI Capital Management | 2.85K | $276.3K | −$17.7K | Cut−$32.2K |
| Beacon Financial Advisory LLC | 2.83K | $274.3K | −$17.6K | Cut−$17.4K |
| Lido Advisors, LLC | 2.73K | $264.9K | −$16.4K | Added$2.16K |
| Retirement Planning Group, LLC | 2.71K | $262.3K | — | New |
| WealthBridge Capital Management, LLC | 2.7K | $261.7K | −$16.8K | Cut−$95.1K |
| Apollon Wealth Management, LLC | 2.67K | $258.9K | — | New |
| Midwest Trust Co | 2.66K | $257.8K | −$16.5K | Cut−$21.7K |
| Sageworth Trust Co | 2.62K | $253.8K | −$16.3K | Cut−$16.3K |
| INDEPENDENT FINANCIAL GROUP, LLC | 2.61K | $253.1K | −$16.2K | Cut−$41.8K |
| LexAurum Advisors, LLC | 2.56K | $248.2K | — | Held |
| NORTHERN TRUST CORP | 2.53K | $244.8K | −$15.7K | Cut−$15.7K |
| Atlas Brown,Inc. | 2.52K | $244.6K | −$15.7K | Cut−$15.3K |
| CAPTRUST FINANCIAL ADVISORS | 2.52K | $244.4K | −$13.9K | Added$13.2K |
| Cerity Partners LLC | 2.51K | $243.4K | — | New |
| Triton Financial Group Inc | 2.33K | $233.1K | — | New |
| Private Wealth Asset Management, LLC | 2.4K | $232.6K | −$14.9K | Cut−$14.9K |
| Argentarii, LLC | 2.4K | $232.6K | −$14.9K | Cut−$14.9K |
| Independent Advisor Alliance | 2.35K | $228.1K | — | New |
| AE Wealth Management LLC | 2.34K | $226.9K | −$14.5K | Cut−$38.3K |
| Tyche Wealth Partners LLC | 2.32K | $225K | −$14.4K | Cut−$14.4K |
| Symphony Financial Services, Inc. | 2.27K | $220.1K | −$14.1K | Cut−$14.1K |
| SAX WEALTH ADVISORS, LLC | 2.12K | $219K | $0 | Held |
| Latitude Advisors, LLC | 2.26K | $218.7K | −$14K | Cut−$14K |
| Focus Financial Network, Inc. | 2.24K | $216.7K | −$13.9K | Cut−$131.6K |
| SIERRA SUMMIT ADVISORS LLC | 2.23K | $216.6K | −$13.9K | Cut−$13.9K |
| Blue Chip Partners, LLC | 2.21K | $214.5K | −$13.7K | Cut−$13.4K |
| PINNACLE ASSOCIATES LTD | 2.17K | $209.8K | −$13.4K | Cut−$13.4K |
| OPPENHEIMER & CO INC | 2.13K | $206.2K | −$13.2K | Cut−$13.2K |
| IFP Advisors, Inc | 2.13K | $206K | −$13.2K | Cut−$13.1K |
| Arkadios Wealth Advisors | 2.12K | $205.6K | — | New |
| STEINBERGANNA WEALTH MANAGEMENT | 2.12K | $205.5K | −$13.2K | Cut−$13K |
| Advisory Alpha, LLC | 2.1K | $204.1K | −$13.1K | Cut−$13.1K |
| FIRST TRUST ADVISORS LP | 2.1K | $203.2K | — | New |
| US BANCORP \DE\ | 1.8K | $174.7K | — | New |
| Atlantic Union Bankshares Corp | 1.66K | $160.9K | −$10.3K | Cut−$10.3K |
| Sound Income Strategies, LLC | 1.43K | $139.5K | −$12.5K | Cut−$14.6K |
| NATIONAL BANK OF CANADA /FI/ | 1.32K | $128.3K | −$8.16K | Cut−$8.16K |
| Western Wealth Management, LLC | 1.26K | $121.8K | — | New |
| Front Row Advisors LLC | 1.16K | $112.4K | −$7.2K | Cut−$7.2K |
| MONTAG A & ASSOCIATES INC | 1.1K | $106.2K | −$6.81K | Cut−$6.81K |
| Harel Insurance Investments & Financial Services Ltd. | 1.06M | $102.6K | −$5.83K | Added$5.75K |
| Mascoma Wealth Management LLC | 1K | $96.9K | −$6.21K | Cut−$6.21K |
| Russell Investments Group, Ltd. | 996 | $96.6K | −$5.49K | Added$5.47K |
| HARBOUR INVESTMENTS, INC. | 866 | $83.9K | −$5.37K | Cut−$1.41M |
| FARMERS & MERCHANTS INVESTMENTS INC | 864 | $83.7K | −$5.37K | Cut−$5.37K |
| MTM Investment Management, LLC | 829 | $80.3K | −$5.15K | Cut−$10.8K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 824 | $79.9K | −$1.38K | Added$57K |
| Capital Investment Advisory Services, LLC | 764 | $74K | −$4.74K | Cut−$55.2K |
| Financial Perspectives, Inc | 760 | $73.7K | −$4.72K | Cut−$4.72K |
| AdvisorNet Financial, Inc | 695 | $67.4K | −$4.29K | Cut−$5.52K |
| Parkside Financial Bank & Trust | 661 | $64.1K | −$4.11K | Cut−$4.11K |
| Clearstead Advisors, LLC | 655 | $63.5K | −$4.07K | Cut−$4.07K |
| Arax Advisory Partners | 605 | $58.6K | −$3.75K | Cut−$438.4K |
| Atlantic Edge Private Wealth Management, LLC | 560 | $54.3K | −$3.48K | Cut−$5.54K |
| Founders Financial Alliance, LLC | 554 | $53.7K | −$955 | Added$37.4K |
| Annis Gardner Whiting Capital Advisors, LLC | 526 | $51K | −$2.71K | Added$6.01K |
| SOA Wealth Advisors, LLC. | 499 | $48.3K | −$3.13K | Cut−$3.03K |
| PRIVATE TRUST CO NA | 409 | $39.6K | −$2.19K | Added$3.34K |
| FWL INVESTMENT MANAGEMENT, LLC | 400 | $38.8K | −$2.48K | Cut−$2.48K |
| Evelyn Partners Investment Management (Europe) Ltd | 400 | $38.8K | −$2.48K | Cut−$2.48K |
| Strive Financial Group ,LLC | 350 | $34K | −$2.1K | Cut−$2.1K |
| Davis Capital Management | 348 | $33.7K | −$2.16K | Cut−$2.16K |
| CENTRAL TRUST Co | 340 | $33K | −$1.24K | Added$12.3K |
| Missouri Trust & Investment Co | 300 | $29.1K | — | New |
| SouthState Bank Corp | 291 | $28.2K | −$1.81K | Cut−$1.81K |
| Blue Trust, Inc. | 266 | $25.8K | −$1.65K | Cut−$1.65K |
| Acumen Wealth Advisors, LLC | 260 | $25.2K | −$1.61K | Cut−$1.61K |
| Colonial Trust Advisors | 255 | $24.7K | −$1.58K | Cut−$1.58K |
| NBC SECURITIES, INC. | 200 | $19.4K | −$1.24K | Cut−$1.24K |
| Piedmont Capital Management, LLC/NC | 200 | $19.4K | — | New |
| Ritter Daniher Financial Advisory LLC / DE | 190 | $18.4K | −$1.18K | Cut−$1.18K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 164 | $15.9K | — | New |
| Newbridge Financial Services Group, Inc. | 155 | $15K | −$962 | Cut−$962 |
| ROTHSCHILD INVESTMENT LLC | 150 | $14.5K | −$932 | Cut−$932 |
| Strategic Advocates LLC | 149 | $14.4K | −$1.02K | Cut−$1.02K |
| Golden State Wealth Management, LLC | 143 | $13.9K | −$887 | Cut−$887 |
| Pflug Koory, LLC | 136 | $13.2K | −$845 | Cut−$845 |
| WEST PACES ADVISORS INC. | 135 | $13.1K | −$839 | Cut−$839 |
| Ankerstar Wealth, LLC | 110 | $10.7K | −$683 | Cut−$683 |
| Spire Wealth Management | 100 | $9.69K | −$621 | Cut−$621 |
| ARMSTRONG ADVISORY GROUP, INC | 95 | $9.21K | −$416 | Added$2.3K |
| IMG Wealth Management, Inc. | 88 | $8.54K | −$535 | Cut−$535 |
| Central Pacific Bank - Trust Division | 81 | $7.85K | −$503 | Cut−$503 |
| Godfrey Financial Associates, Inc. | 70 | $6.78K | −$435 | Cut−$435 |
| DUNCKER STREETT & CO INC | 70 | $6.78K | −$435 | Cut−$435 |
| Financial Gravity Asset Management, Inc. | 68 | $6.59K | −$422 | Cut−$422 |
| Cambridge Investment Research Advisors, Inc. | 66.3K | $6.43K | −$346 | Added$695 |
| Smartleaf Asset Management LLC | 59 | $5.57K | −$557 | Cut−$972 |
| Destiny Wealth Partners, LLC | 52 | $5.04K | — | New |
| Cassaday & Co Wealth Management LLC | 50 | $4.85K | — | New |
| Piscataqua Savings Bank | 40 | $3.88K | −$249 | Cut−$249 |
| Thrivent Financial for Lutherans | 33.8K | $3.28K | −$196 | Added$24 |
| EVERMAY WEALTH MANAGEMENT LLC | 28 | $2.71K | — | New |
| HRT FINANCIAL LP | 13.5K | $1.31K | — | New |
| Janney Montgomery Scott LLC | 5.48K | $531 | −$34 | Cut−$27 |
| CENTAURUS FINANCIAL, INC. | 5.25K | $509 | −$32 | Cut−$56 |
| 1 NORTH WEALTH SERVICES LLC | 5 | $485 | −$31 | Cut−$4.3M |
| EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC | 4K | $388 | −$25 | Cut−$25 |
| ADVISORS MANAGEMENT GROUP INC /ADV | 2.91K | $282 | −$18 | Cut−$18 |
| Betterment LLC | 2.52K | $244 | −$14 | Added$12 |
| CX Institutional | 1.15K | $111 | −$6 | Added$12 |
| KBC Group NV | 700 | $68 | −$4 | Cut−$4 |
| HANTZ FINANCIAL SERVICES, INC. | 150 | $15 | — | New |