| UBS Group AG | 1.66M | $80.7M | −$189.7K | Added$54.2M |
| SYON CAPITAL LLC | 527.7K | $25.7M | −$184.7K | Cut−$5.4M |
| AE Wealth Management LLC | 523.6K | $25.5M | −$171.7K | Added$1.44M |
| LPL Financial LLC | 521K | $25.4M | −$146.3K | Added$4.87M |
| ARVEST INVESTMENTS, INC. | 465.1K | $22.7M | −$153.3K | Added$1.16M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 307.5K | $15M | −$23.4K | Added$11.7M |
| HANCOCK WHITNEY CORP | 287.7K | $14.1M | −$53.8K | Added$863.9K |
| Prepared Retirement Institute LLC | 256.7K | $12.5M | −$84.2K | Added$697.2K |
| MORGAN STANLEY | 247K | $12M | −$86.4K | Cut−$3.03M |
| CENTRAL BANK & TRUST CO | 193.1K | $9.41M | −$65.6K | Added$210K |
| WELLS FARGO & COMPANY/MN | 188.5K | $9.18M | −$64.2K | Added$181.4K |
| PRUDENTIAL PLC | 179.5K | $8.75M | −$62.8K | Cut−$792.9K |
| OSAIC HOLDINGS, INC. | 173K | $8.43M | −$60.6K | Cut−$75.5K |
| BANK OF AMERICA CORP /DE/ | 161.5K | $7.87M | −$56.5K | Cut−$6.58M |
| Cetera Investment Advisers | 153.4K | $7.48M | −$46.4K | Added$958.9K |
| RAYMOND JAMES FINANCIAL INC | 112.7K | $5.49M | −$37.5K | Added$229.2K |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | 95.9K | $4.67M | −$33.5K | Cut−$49.7K |
| AMERIPRISE FINANCIAL INC | 94K | $4.58M | −$20.7K | Cut−$196.3K |
| Citadel | 79.9K | $3.89M | — | New |
| Krilogy Financial LLC | 72.2K | $3.53M | −$20.9K | Cut−$3M |
| SYKON CAPITAL LLC | 72K | $3.51M | −$25.2K | Cut−$70.7K |
| Insight Wealth Partners, LLC | 70.9K | $3.45M | −$23.2K | Added$193.9K |
| Ocean Park Asset Management, LLC | 63.3K | $3.08M | −$22.1K | Cut−$22.1K |
| Pathstone Holdings, LLC | 62.3K | $3.03M | −$21.8K | Cut−$36.4K |
| GOLDMAN SACHS GROUP INC | 62.2K | $3.03M | — | New |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 61.9K | $3.02M | — | Held |
| FRANKLIN RESOURCES INC | 51.7K | $2.52M | −$16.7K | Added$170.9K |
| ENVESTNET ASSET MANAGEMENT INC | 47.7K | $2.32M | −$16.7K | Cut−$930.2K |
| Beacon Pointe Advisors, LLC | 41.5K | $2.02M | — | New |
| JONES FINANCIAL COMPANIES LLLP | 39.7K | $1.93M | −$19.7K | Added$166.6K |
| GUIDANCE CAPITAL, INC | 35.2K | $1.71M | −$4.1K | Added$1.35M |
| COMMONWEALTH EQUITY SERVICES, LLC | 33.6K | $1.64M | −$11.8K | Cut−$15K |
| Ethos Capital Management, Inc. | 29.1K | $1.42M | −$10.2K | Cut−$246.9K |
| FIRST TRUST ADVISORS LP | 28.5K | $1.39M | −$9.96K | Cut−$629.5K |
| Rosenberg Matthew Hamilton | 27.4K | $1.34M | −$8.56K | Added$136.5K |
| Palogic Value Management, L.P. | 27.4K | $1.34M | −$10.2K | Cut−$10.2K |
| JANE STREET GROUP, LLC | 27.3K | $1.33M | — | New |
| Heck Capital Advisors, LLC | 23.7K | $1.15M | −$7.7K | Added$76.6K |
| GUGGENHEIM CAPITAL LLC | 21K | $1.02M | −$7.33K | Cut−$198.7K |
| Maia Wealth LLC | 20.2K | $983.1K | −$10.7K | Added$227.1K |
| Willis Johnson & Associates, Inc. | 18.1K | $879.9K | −$6.35K | Cut−$44.1K |
| Arete Wealth Advisors, LLC | 16.3K | $792.8K | $792K | Added$792K |
| Advisory Alpha, LLC | 15.5K | $757.6K | −$5.44K | Cut−$263.5K |
| Cogent Private Wealth, Inc. | 14.2K | $689.6K | −$4.95K | Cut−$4.95K |
| MMA ASSET MANAGEMENT LLC | 12.8K | $626K | −$3.82K | Added$89.7K |
| &PARTNERS | 12.8K | $622.7K | $177.6K | Added$19.4K |
| FIFTH THIRD BANCORP | 12.5K | $610.2K | — | New |
| TOUNJIAN ADVISORY PARTNERS, LLC | 12.2K | $593.9K | −$4.25K | Cut−$20.1K |
| Bank of New York Mellon Corp | 10.7K | $523.6K | −$2.09K | Added$234.5K |
| City Center Advisors, LLC | 10.2K | $495.5K | −$3.36K | Added$25.1K |
| Visionary Wealth Advisors | 9.48K | $462.2K | −$3.32K | Cut−$4.2K |
| Columbus Macro, LLC | 9.15K | $445.7K | −$3.2K | Cut−$317.2K |
| Hyundai Investments Co., Ltd. | 8.82K | $430.6K | −$3.62K | Cut−$146.7K |
| Elevated Capital Advisors, LLC | 7.93K | $386.6K | −$2.74K | Cut−$49.6K |
| ROYAL BANK OF CANADA | 7.05K | $344K | −$1.82K | Cut−$3K |
| Ridgewood Investments LLC | 6.91K | $336.6K | — | Held |
| Wealthcare Advisory Partners LLC | 6.27K | $305.6K | −$2.2K | Cut−$36.6K |
| Kestra Advisory Services, LLC | 6.04K | $294.2K | −$2.11K | Cut−$221.2K |
| IFP Advisors, Inc | 5.53K | $269.4K | −$1.84K | Added$10.9K |
| TRUIST FINANCIAL CORP | 4.9K | $238.6K | — | New |
| Quantinno Capital Management LP | 4.52K | $220.2K | −$1.58K | Cut−$81.9K |
| JPMORGAN CHASE & CO | 3.51K | $171.3K | −$983 | Cut−$244.1K |
| MAI Capital Management | 2.9K | $141.3K | −$1.02K | Cut−$1.01K |
| HORIZON FINANCIAL SERVICES, LLC | 2.38K | $116.2K | −$835 | Cut−$44.9K |
| ST GERMAIN D J CO INC | 1.61K | $78.6K | −$565 | Cut−$565 |
| TIAA TRUST, NATIONAL ASSOCIATION | 1.55K | $75.5K | −$542 | Cut−$3.23M |
| Rockefeller Capital Management L.P. | 1.49K | $72.5K | −$451 | Added$5.93K |
| Fidelity | 1.12K | $54.7K | −$333 | Added$9.02K |
| GUARDIAN WEALTH ADVISORS, LLC / NC | 993 | $48.4K | — | New |
| Aptus Capital Advisors, LLC | 993 | $48.4K | −$347 | Cut−$347 |
| Wagner Wealth Management, LLC | 911 | $44.4K | −$300 | Cut−$56 |
| PRIVATE TRUST CO NA | 848 | $41.3K | −$297 | Cut−$297 |
| Ashton Thomas Private Wealth, LLC | 825 | $40.2K | — | New |
| Decker Retirement Planning Inc. | 601 | $29.3K | −$210 | Cut−$210 |
| Geneos Wealth Management Inc. | 543 | $26.5K | −$179 | Cut−$33 |
| Strengthening Families & Communities, LLC | 453 | $22.1K | −$173 | Cut−$27 |
| NATIONAL BANK OF CANADA /FI/ | 441 | $21.5K | −$128 | Cut−$128 |
| Bogart Wealth, LLC | 306 | $14.9K | −$107 | Cut−$107 |
| Signature Equity Partners, LLC | 298 | $14.5K | −$110 | Cut−$61 |
| US BANCORP \DE\ | 200 | $9.75K | −$70 | Cut−$70 |
| Quest 10 Wealth Builders, Inc. | 157 | $7.65K | −$5 | Added$6.87K |
| Jackson Hole Capital Partners, LLC | 136 | $6.63K | −$48 | Cut−$48 |
| Farther Finance Advisors, LLC | 92 | $4.48K | — | New |
| Rossby Financial, LCC | 75 | $3.65K | −$30 | Cut−$30 |
| Qube Research & Technologies Ltd | 46 | $2.24K | −$16 | Cut−$16 |
| IMG Wealth Management, Inc. | 32 | $1.57K | −$2 | Cut−$2 |
| Arax Advisory Partners | 41 | $976 | −$330 | Added$337 |
| FLOW TRADERS U.S. LLC | 18.4K | $895 | — | New |
| Cambridge Investment Research Advisors, Inc. | 9.57K | $466 | −$3 | Added$6 |
| Cullen/Frost Bankers, Inc. | 5 | $237 | −$8 | Cut−$350.5K |
| Spurstone Advisory Services, LLC | 2 | $97 | −$1 | Cut−$1 |
| Capital Analysts, LLC | 677 | $33 | $0 | Held |