| Dynasty Wealth Management, LLC | 2.13M | $149.1M | — | New |
| JPMORGAN CHASE & CO | 1.13M | $79.3M | $138.2K | Added$76.3M |
| OpenArc Corporate Advisory, LLC | 989.9K | $69.3M | — | New |
| SAGESPRING WEALTH PARTNERS, LLC | 900.6K | $63.1M | — | New |
| LPL Financial LLC | 859.4K | $60.2M | $2.67M | Cut−$3.08M |
| MORGAN STANLEY | 688.3K | $48.2M | $2.08M | Added$3.38M |
| AMERIPRISE FINANCIAL INC | 585K | $41M | $505.9K | Added$30.1M |
| BANK OF AMERICA CORP /DE/ | 578.1K | $40.5M | $1.8M | Added$502.4K |
| Steward Partners Investment Advisory, LLC | 555.7K | $38.9M | $1.67M | Added$2.9M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 466.8K | $32.7M | $1.45M | Cut−$2.88M |
| BNP PARIBAS FINANCIAL MARKETS | 401K | $28.1M | $309.5K | Added$21.4M |
| UBS Group AG | 376K | $26.3M | $1.17M | Cut−$5.35M |
| PGIM Custom Harvest LLC | 319K | $22.3M | $992.2K | Cut−$938.3K |
| ROYAL BANK OF CANADA | 312.4K | $21.9M | $858.7K | Added$3.38M |
| GOLDMAN SACHS GROUP INC | 256.8K | $18M | $798.5K | Cut−$1.02M |
| RAYMOND JAMES FINANCIAL INC | 256.3K | $17.9M | $797K | Cut−$1.73M |
| WELLS FARGO & COMPANY/MN | 254.5K | $17.8M | $696.3K | Added$2.84M |
| Cetera Investment Advisers | 214.1K | $15M | $656.7K | Added$862.3K |
| OSAIC HOLDINGS, INC. | 181.5K | $12.7M | $563.1K | Added$114.3K |
| COMMONWEALTH EQUITY SERVICES, LLC | 141.4K | $9.9M | $130.8K | Added$7.09M |
| CIBC WORLD MARKET INC. | 131.9K | $9.24M | $393.9K | Added$763.8K |
| Key Client Fiduciary Advisors, LLC | 126.5K | $8.86M | $13.5K | Added$8.57M |
| MGO ONE SEVEN LLC | 103.9K | $7.28M | $303.1K | Added$755.8K |
| WealthSpring Partners, LLC | 98.7K | $6.91M | $302.3K | Added$404.1K |
| UNIQUE WEALTH, LLC | 92.9K | $6.5M | — | New |
| Zurich Insurance Group Ltd/FI | 68.5K | $4.79M | $184.2K | Cut−$2.69M |
| Centerline Wealth Advisors, LLC | 64K | $4.48M | — | New |
| JONES FINANCIAL COMPANIES LLLP | 61.3K | $4.27M | $150.9K | Added$636.8K |
| ENVESTNET ASSET MANAGEMENT INC | 54.3K | $3.8M | $168.7K | Added$7.03K |
| Aspen Wealth Strategies, LLC | 49.4K | $3.46M | $150.6K | Added$221.4K |
| Storen Legacy Partners, LLC | 43.6K | $3.05M | — | New |
| MML INVESTORS SERVICES, LLC | 42.2K | $2.96M | $131.3K | Cut−$9.8K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 39.4K | $2.76M | $122.5K | Cut−$357.4K |
| LITTLEJOHN FINANCIAL SERVICES, INC. | 39.3K | $2.75M | $122.1K | Added$32.4K |
| First Citizens Financial Corp | 38.4K | $2.69M | $119.5K | Added$102.5K |
| Conservest Capital Advisors, Inc. | 37.2K | $2.61M | $115.8K | Cut−$371.2K |
| MONEY CONCEPTS CAPITAL CORP | 35.2K | $2.47M | $108.4K | Added$133.4K |
| PRINCIPAL SECURITIES, INC. | 31.5K | $2.21M | $98.1K | Cut−$710.7K |
| Tower Research Capital LLC (TRC) | 30.9K | $2.16M | $22.5K | Added$1.68M |
| D. E. Shaw & Co., Inc. | 30.8K | $2.15M | $16.9K | Added$1.79M |
| WealthCare Investment Partners, LLC | 30.8K | $2.15M | $96.1K | Cut−$111.7K |
| Sanctuary Advisors, LLC | 30.3K | $2.12M | $77K | Added$465.5K |
| Private Advisor Group, LLC | 29.4K | $2.06M | $25.6K | Added$1.51M |
| Kestra Advisory Services, LLC | 29.3K | $2.05M | $85K | Added$223.2K |
| JANE STREET GROUP, LLC | 28.4K | $1.99M | — | New |
| Consolidated Investment Group LLC | 27.9K | $1.95M | — | New |
| XTX Topco Ltd | 26.6K | $1.86M | — | New |
| Matthew Goff Investment Advisor, LLC | 26K | $1.82M | — | New |
| SFI Advisors, LLC | 24.4K | $1.71M | $75.9K | Cut−$1.35M |
| PENOBSCOT WEALTH MANAGEMENT | 23.6K | $1.65M | $73.3K | Cut−$928.9K |
| Renaissance Technologies | 23.3K | $1.63M | — | New |
| Qube Research & Technologies Ltd | 22.9K | $1.6M | $60.9K | Added$290.5K |
| Wall Street Financial Group, Inc. | 22.1K | $1.55M | $64K | Added$155.2K |
| B. Riley Wealth Advisors, Inc. | 21.7K | $1.52M | $66.1K | Added$66.5K |
| Citadel | 20.6K | $1.44M | $64.1K | Cut−$16.5M |
| Geneos Wealth Management Inc. | 20.1K | $1.41M | $62.5K | Added$38.2K |
| Focus Partners Wealth | 19K | $1.33M | $59.1K | Cut−$13K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 18.9K | $1.32M | $42.5K | Added$637.8K |
| Waterloo Capital, L.P. | 18.6K | $1.3M | $57.6K | Added$63.7K |
| Comprehensive Wealth Management, LLC | 18.3K | $1.28M | $56.5K | Added$68.4K |
| Smartleaf Asset Management LLC | 18.2K | $1.27M | $102 | Added$1.27M |
| STIFEL FINANCIAL CORP | 17.7K | $1.24M | $53.3K | Added$89.2K |
| Sovran Advisors, LLC | 17.2K | $1.23M | $36.4K | Added$14.3K |
| NTV Asset Management LLC | 17.6K | $1.23M | — | New |
| Cyndeo Wealth Partners, LLC | 16.4K | $1.15M | — | New |
| AssuredPartners Investment Advisors, LLC | 15.9K | $1.12M | $52.9K | Cut−$911.2K |
| Stonebridge Financial Planning Group, LLC | 15.9K | $1.11M | $49.3K | Added$32.9K |
| LIBERTY WEALTH MANAGEMENT LLC | 15.8K | $1.09M | $28.4K | Added$322.8K |
| Mariner, LLC | 15.5K | $1.09M | $38.1K | Added$265.3K |
| Hilltop Holdings Inc. | 15.5K | $1.08M | — | New |
| Equitable Holdings, Inc. | 16.1K | $1.08M | $364 | Cut−$45.7K |
| GFS Advisors, LLC | 4.95K | $1.08M | — | New |
| IHT Wealth Management, LLC | 15.2K | $1.06M | $47.2K | Cut−$2.55K |
| Fidelity | 14.5K | $1.01M | $39.4K | Added$167.4K |
| Merit Financial Group, LLC | 14.4K | $1.01M | $44.1K | Added$62.2K |
| CacheTech Inc. | 13.8K | $966.1K | $42.9K | Cut−$123.3K |
| Adams Wealth Management | 13.8K | $966.1K | $42.9K | Cut−$123.3K |
| HighTower Advisors, LLC | 13.7K | $956.5K | $41.6K | Added$58.7K |
| Counterweight Ventures, LLC | 13.5K | $943.9K | — | New |
| Corient Private Wealth LLC | 13.7K | $926.5K | $7.09K | Added$20.7K |
| FIFTH THIRD BANCORP | 13K | $909.5K | — | New |
| FRANKLIN RESOURCES INC | 12.7K | $890.6K | $39.6K | Added$39.6K |
| Asset One Wealth Management LLC | 12.7K | $879K | −$34.9K | Added$8.27K |
| Mutual Advisors, LLC | 12.5K | $874.4K | $38.8K | Cut−$36K |
| Stone Wealth Partners | 12.5K | $873.7K | $28.2K | Added$266.1K |
| Atria Investments, Inc | 12.2K | $857.6K | $29.7K | Added$218.9K |
| Signal Advisors Wealth, LLC | 12.1K | $848.5K | $25.6K | Added$297.4K |
| CWM, LLC | 11.8K | $825.6K | $824.9K | Added$824.8K |
| Virtue Capital Management, LLC | 11.7K | $819.7K | $38.1K | Cut−$9.02K |
| GTS SECURITIES LLC | 11.6K | $810.4K | — | New |
| Simmons Bank | 11.5K | $807K | $35.8K | Cut−$362 |
| BROWN ADVISORY INC | 11.5K | $804.7K | $35.7K | Added$35.7K |
| Rockefeller Capital Management L.P. | 11.5K | $804K | $35.3K | Added$44.5K |
| Essex LLC | 11.3K | $793.9K | $35.3K | Added$32.5K |
| Lakeshore Capital Group, Inc. | 11.1K | $778.3K | $34.6K | Added$27.6K |
| Arkadios Wealth Advisors | 11.1K | $776.9K | $31.5K | Added$98.4K |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 11.1K | $775.8K | $30.7K | Added$115K |
| Creative Planning | 10.8K | $757K | $33.4K | Added$38K |
| Stillwater Capital Advisors, LLC | 10.6K | $743.7K | $33K | Cut−$214.3K |
| BANK OF MONTREAL /CAN/ | 10.6K | $743.4K | $33K | Added$6.25K |
| Concurrent Investment Advisors, LLC | 10.1K | $706.7K | $31.1K | Added$37.9K |
| MONECO ADVISORS, LLC | 9.97K | $698.1K | $31K | Cut−$355.2K |
| Bank of New York Mellon Corp | 9.69K | $678.4K | $20.1K | Added$244.8K |
| HighPoint Advisor Group LLC | 9.59K | $671.6K | $29.8K | Added$5.08K |
| Prospera Financial Services Inc | 9.36K | $655.5K | $29.2K | Added$29.3K |
| New Insight Wealth Advisors | 9.14K | $640.4K | $28.4K | Cut−$31.5K |
| BCS Wealth Management | 9K | $630.3K | $28K | Cut−$574.3K |
| CAPTRUST FINANCIAL ADVISORS | 8.73K | $611.2K | $27.1K | Cut−$261.6K |
| TRUIST FINANCIAL CORP | 8.68K | $608K | $25.5K | Added$58.9K |
| PARTNERS WEALTH MANAGEMENT, LLC | 8.46K | $592.2K | $26.3K | Added$26.3K |
| Jaffetilchin Investment Partners, LLC | 8.4K | $588.6K | $26K | Added$28.7K |
| DAVENPORT & Co LLC | 8.07K | $564.9K | $25.1K | Added$23.5K |
| Coastal Bridge Advisors, LLC | 8.04K | $563.3K | $25K | Added$20.4K |
| Perigon Wealth Management, LLC | 7.82K | $547.3K | $24.3K | Added$24.3K |
| HUNTINGTON NATIONAL BANK | 7.74K | $541.8K | $24.1K | Added$24.1K |
| Bellwether Advisors, LLC | 7.46K | $522.5K | $23.2K | Added$23.2K |
| MAI Capital Management | 7.41K | $519.2K | $23K | Added$25.2K |
| BLAIR WILLIAM & CO/IL | 7.05K | $493.9K | $21.9K | Added$21.7K |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 6.93K | $485.5K | $21.6K | Added$21.9K |
| Blankinship & Foster, LLC | 6.91K | $483.6K | $21.4K | Added$23.1K |
| Sunbelt Securities, Inc. | 6.81K | $476.9K | — | New |
| Glenview Trust Co | 6.72K | $470.5K | $20.9K | Cut−$39.7K |
| Accel Wealth Management | 6.47K | $452.8K | $20.1K | Cut−$32.8K |
| PACIFIC SUN FINANCIAL CORP | 6.41K | $448.6K | $19.9K | Added$11.2K |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 6.29K | $440.1K | $19.5K | Added$4.56K |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 6.07K | $431.9K | $25.4K | Added$485 |
| Quotient Wealth Partners, LLC | 6.08K | $425.7K | — | New |
| HARBOUR INVESTMENTS, INC. | 5.86K | $410.2K | $3.56K | Added$334.1K |
| NewEdge Advisors, LLC | 41.3K | $405.5K | −$2.36M | Cut−$2.62M |
| COTTONWOOD CAPITAL ADVISORS, LLC | 5.75K | $403K | $17.9K | Added$17.3K |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | 5.71K | $400K | $17.8K | Added$17.8K |
| RETIREMENT PLANNING GROUP, LLC / NY | 5.67K | $396.8K | $17.6K | Cut−$32.8K |
| Brookstone Capital Management | 5.65K | $395.5K | $11.6K | Added$146.7K |
| Quantinno Capital Management LP | 5.61K | $393.2K | $12.4K | Added$125.8K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 5.51K | $386.1K | $17.1K | Cut−$39.6K |
| Nova Wealth Management, Inc. | 5.5K | $384.9K | $5.66K | Added$263.1K |
| &PARTNERS | 5.36K | $375.8K | $16.3K | Added$33.6K |
| NORTHERN TRUST CORP | 5.26K | $368.4K | $16.4K | Cut−$5.05K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 5.16K | $361.4K | $16.1K | Cut−$399.8K |
| CITIZENS FINANCIAL GROUP INC/RI | 5.14K | $359.7K | $13.2K | Added$76.7K |
| GREENLEAF TRUST | 4.98K | $349K | $15.5K | Added$15.5K |
| GARRISON POINT ADVISORS, LLC | 4.88K | $341.6K | $15.2K | Added$15.2K |
| U.S. Capital Wealth Advisors, LLC | 4.87K | $340.9K | $14.1K | Added$37.4K |
| Graves Light Lenhart Wealth, Inc. | 4.85K | $339.7K | $15.1K | Added$15.1K |
| Atlas Private Wealth Advisors | 4.65K | $325.8K | $14.4K | Cut−$35.8K |
| Retirement Planning Group, LLC | 4.63K | $324.6K | $14.4K | Cut−$17.6K |
| Symphony Financial Services, Inc. | 4.59K | $321.3K | $14.3K | Added$14.3K |
| Beacon Financial Advisory LLC | 4.53K | $317.4K | $14K | Added$14.9K |
| Odyssey Capital Advisors, Inc. | 4.52K | $316.6K | $14.1K | Cut−$1.71K |
| Targeted Financial Services LLC | 4.49K | $314.4K | $14K | Cut−$239.4K |
| PUREfi Wealth, LLC | 4.48K | $313.8K | — | New |
| Ameritas Advisory Services, LLC | 4.41K | $308.7K | $13.7K | Cut−$2.11K |
| Cerity Partners LLC | 4.34K | $303.9K | $13.5K | Added$4.11K |
| Traveka Wealth, LLC | 4.32K | $302.5K | — | New |
| TritonPoint Partners, LLC | 4.28K | $299.4K | — | New |
| Fairvoy Private Wealth, LLC | 4.24K | $297.1K | — | New |
| Cordatus Wealth Management LLC | 4.23K | $296.4K | $13.2K | Added$13.2K |
| NATIONAL BANK OF CANADA /FI/ | 4.17K | $291.7K | $13K | Added$9.54K |
| SONATA CAPITAL GROUP INC | 4.12K | $288.5K | $12.8K | Cut−$10.6K |
| CoreCap Advisors, LLC | 4.04K | $283.3K | $11.7K | Added$32.1K |
| Beacon Pointe Advisors, LLC | 4.01K | $281K | $10K | Added$65.6K |
| MLP3, LLC | 3.85K | $270K | $12K | Added$12K |
| One Charles Private Wealth Services, LLC | 3.82K | $267.2K | $11.9K | Cut−$25.1K |
| SEI INVESTMENTS CO | 3.75K | $262.8K | — | New |
| CALTON & ASSOCIATES, INC. | 3.73K | $261.2K | $11.6K | Cut−$37.4K |
| SCOTIA CAPITAL INC. | 3.7K | $258.9K | $11.5K | Cut−$444.7K |
| BAILARD, INC. | 3.63K | $254.4K | $11.3K | Added$11.3K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3.61K | $252.6K | $11.2K | Added$11.2K |
| V2 Financial group LLC | 3.6K | $252.1K | $11.2K | Added$11.2K |
| PATTEN & PATTEN INC/TN | 3.56K | $249.4K | $11.1K | Added$11.1K |
| Commonwealth Retirement Investments LLC | 3.54K | $247.7K | $11K | Cut−$463.3K |
| Stratos Investment Management, LLC | 3.52K | $246.8K | $10.1K | Added$29.7K |
| Apollon Wealth Management, LLC | 3.51K | $245.6K | $10.9K | Added$10.9K |
| Cassaday & Co Wealth Management LLC | 3.5K | $245.1K | $10.9K | Added$7.34K |
| Novak & Powell Financial Services, Inc. | 3.4K | $238.2K | $10.6K | Added$10.6K |
| Milestone Asset Management Group, LLC | 3.31K | $231.7K | $10.3K | Cut−$11.7K |
| Diversified Enterprises, LLC | 3.29K | $230.8K | $10.3K | Added$10.3K |
| High Point Wealth Management, LLC | 3.29K | $230.6K | $10.2K | Added$10.9K |
| Independent Advisor Alliance | 3.28K | $229.9K | — | New |
| MONETA GROUP INVESTMENT ADVISORS LLC | 3.27K | $229.1K | $10.1K | Added$12.3K |
| Stronghold Wealth Management L.L.C. | 3.19K | $223.7K | $9.93K | Added$1.84K |
| Gladstone Institutional Advisory LLC | 3.16K | $221.2K | $9.82K | Cut−$71.7K |
| EVOKE WEALTH, LLC | 3.13K | $218.9K | $9.72K | Added$9.72K |
| Farther Finance Advisors, LLC | 3.1K | $215.6K | $8.25K | Cut−$183.5K |
| Sigma Planning Corp | 3.07K | $215K | $9.57K | Cut−$6.82K |
| KENNEDY INVESTMENT GROUP | 3.02K | $211.5K | — | New |
| Center for Wealth Management Advisory | 2.98K | $208.5K | — | New |
| INDEPENDENT FINANCIAL GROUP, LLC | 2.95K | $206.9K | $9.19K | Added$2.36K |
| REDW Wealth LLC | 2.89K | $202.1K | — | New |
| IFP Advisors, Inc | 2.79K | $195.2K | $8.67K | Cut−$39.6K |
| ADIRONDACK TRUST CO | 2.65K | $185.3K | $8.23K | Cut−$21.8K |
| Allworth Financial LP | 2.57K | $179.8K | $3.91K | Added$95.5K |
| Advisory Services Network, LLC | 2.55K | $178.9K | — | New |
| MONTAG A & ASSOCIATES INC | 2.25K | $157.6K | $7K | Added$7K |
| CITIGROUP INC | 2.16K | $151.2K | $6.76K | Added$3.74K |
| Johnson Financial Group, Inc. | 2.1K | $147.1K | $6.53K | Added$6.53K |
| Clearstead Advisors, LLC | 2.01K | $140.7K | $6.19K | Added$6.89K |
| BAYBAN | 1.75K | $122.6K | $5.44K | Added$5.44K |
| PNC Financial Services Group, Inc. | 1.7K | $119.2K | $5.28K | Cut−$52.5K |
| STEPH & CO | 1.53K | $107.1K | $4.76K | Added$4.76K |
| Sound Income Strategies, LLC | 1.5K | $104.1K | $359 | Added$359 |
| Private Wealth Asset Management, LLC | 1.34K | $93.9K | $4.17K | Added$4.17K |
| Archer Investment Corp | 1.34K | $93.6K | $4.15K | Added$4.29K |
| Medallion Wealth Advisors, LLC | 1.17K | $81.9K | $3.64K | Added$3.64K |
| PURSUIT WEALTH STRATEGIES, LLC | 1.15K | $80.7K | $3.6K | Cut−$19K |
| Spire Wealth Management | 1.13K | $79K | $3.51K | Added$3.51K |
| Atlantic Edge Private Wealth Management, LLC | 1.11K | $77.7K | $3.45K | Added$2.45K |
| Atlantic Union Bankshares Corp | 1.1K | $77K | $3.42K | Cut−$2.27K |
| Ashton Thomas Private Wealth, LLC | 1.07K | $74.7K | — | New |
| Quest 10 Wealth Builders, Inc. | 1.02K | $71.6K | $3.18K | Added$3.18K |
| PICTON MAHONEY ASSET MANAGEMENT | 900 | $63K | $2.63K | Cut−$98K |
| N.E.W. Advisory Services LLC | 892 | $62.5K | $2.75K | Cut−$56.6K |
| Caitlin John, LLC | 891 | $62.4K | $2.77K | Added$2.77K |
| Capital Investment Advisory Services, LLC | 866 | $60.6K | $2.67K | Added$2.95K |
| Davis Capital Management | 732 | $51.3K | $2.28K | Added$2.28K |
| SYM FINANCIAL Corp | 682 | $47.8K | $2.13K | Added$2.34K |
| Arax Advisory Partners | 675 | $47.3K | $2.1K | Added$2.1K |
| FIRST HORIZON CORP | 627 | $43.9K | $1.95K | Added$1.95K |
| BlackRock, Inc. | 600 | $42K | $1.87K | Added$1.87K |
| SOA Wealth Advisors, LLC. | 589 | $41.2K | $1.81K | Added$2.02K |
| Front Row Advisors LLC | 588 | $41.2K | $1.83K | Added$1.83K |
| TD Waterhouse Canada Inc. | 552 | $38.4K | $1.47K | Added$1.47K |
| Glass Jacobson Investment Advisors llc | 531 | $37.2K | $1.65K | Added$1.72K |
| Physician Wealth Advisors, Inc. | 493 | $34.5K | $1.49K | Added$1.63K |
| NBC SECURITIES, INC. | 475 | $33.3K | $684 | Added$18.5K |
| ASSETMARK, INC | 462 | $32.4K | — | New |
| US BANCORP \DE\ | 456 | $31.9K | $1.42K | Added$1.42K |
| SouthState Bank Corp | 450 | $31.5K | $1.4K | Added$1.4K |
| Colonial Trust Co / SC | 450 | $31.5K | $1.4K | Added$1.4K |
| Manchester Capital Management LLC | 441 | $30.9K | $1.37K | Added$1.37K |
| Ancora Advisors LLC | 420 | $29.4K | $1.31K | Added$1.31K |
| Bangor Savings Bank | 408 | $28.6K | $1.27K | Added$1.27K |
| Parkside Financial Bank & Trust | 406 | $28.4K | $1.26K | Added$1.26K |
| Federation des caisses Desjardins du Quebec | 390 | $27.3K | $1.21K | Cut−$495.3K |
| Financial Life Planners | 363 | $25.4K | — | New |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 312 | $21.8K | $970 | Added$903 |
| Western Wealth Management, LLC | 301 | $21.1K | — | New |
| Piscataqua Savings Bank | 300 | $21K | $933 | Added$933 |
| FWL INVESTMENT MANAGEMENT, LLC | 300 | $21K | $933 | Added$933 |
| AdvisorNet Financial, Inc | 300 | $21K | $933 | Added$933 |
| Missouri Trust & Investment Co | 300 | $21K | — | New |
| Capitol Family Office, Inc. | 297 | $19.9K | $0 | Held |
| Basepoint Wealth LLC | 280 | $19.6K | $871 | Added$871 |
| CENTRAL TRUST Co | 270 | $18.9K | — | New |
| COUNTRY TRUST BANK | 240 | $16.8K | $746 | Added$746 |
| Tradewinds Capital Management, LLC | 204 | $14.3K | $635 | Added$635 |
| Synergy Investment Management, LLC | 197 | $13.8K | — | New |
| NBT BANK N A /NY | 195 | $13.7K | −$8.36K | Added$607 |
| Cambridge Investment Research Advisors, Inc. | 175.2K | $12.3K | $545 | Cut−$8.01K |
| CALDWELL SUTTER CAPITAL, INC. | 165 | $11.6K | $513 | Added$513 |