| MONEY CONCEPTS CAPITAL CORP | 2.75M | $98.9M | — | New |
| BANK OF AMERICA CORP /DE/ | 158.8K | $5.71M | $207.8K | Added$1.27M |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | 131.5K | $4.73M | $211.4K | Added$153.1K |
| LPL Financial LLC | 58.2K | $2.09M | $62.3K | Added$761K |
| Prepared Retirement Institute LLC | 43.2K | $1.55M | $58.2K | Added$307.6K |
| TWO SIGMA INVESTMENTS, LP | 36.3K | $1.3M | — | New |
| Mariner, LLC | 33K | $1.18M | $52.5K | Added$62.8K |
| Apeiron RIA LLC | 30.1K | $1.08M | — | New |
| Citadel | 27.7K | $996.9K | — | New |
| Well Done, LLC | 17.7K | $636.1K | $28.5K | Added$22.3K |
| ROYAL BANK OF CANADA | 16.9K | $608K | $26.5K | Cut−$239K |
| NovaPoint Capital, LLC | 16.6K | $595.5K | $24.7K | Added$66.9K |
| RAYMOND JAMES FINANCIAL INC | 12.4K | $445.9K | $19.9K | Cut−$1.86M |
| OpenArc Corporate Advisory, LLC | 11.2K | $402.6K | — | New |
| COMMONWEALTH EQUITY SERVICES, LLC | 10K | $359.9K | $15.3K | Added$33.9K |
| JANE STREET GROUP, LLC | 8.62K | $309.9K | — | New |
| Chicago Partners Investment Group LLC | 7.17K | $278.4K | $15.6K | Added$16.5K |
| Sanctuary Advisors, LLC | 6.92K | $248.7K | $11K | Added$14K |
| Dynamic Financial Group | 6K | $215.8K | $9.66K | Added$9.77K |
| MORGAN STANLEY | 5.84K | $210.1K | $9.4K | Cut−$59.9K |
| TD Waterhouse Canada Inc. | 1.82K | $65.9K | $3.44K | Added$3.44K |
| US BANCORP \DE\ | 1.78K | $63.9K | $2.86K | Added$2.86K |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 1.31K | $47.5K | $2.51K | Cut−$11.3K |
| Westside Investment Management, Inc. | 1.3K | $46.7K | $2.09K | Added$2.09K |
| OSAIC HOLDINGS, INC. | 1.22K | $44K | $1.97K | Added$1.97K |
| Crews Bank & Trust | 570 | $20.5K | $916 | Cut−$3.72K |
| 1 NORTH WEALTH SERVICES LLC | 350 | $12.6K | — | New |
| NATIONAL BANK OF CANADA /FI/ | 310 | $11.1K | $490 | Added$490 |
| Fidelity | 284 | $10.2K | — | New |
| Winch Advisory Services, LLC | 167 | $6.02K | $288 | Added$288 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 63 | $2.26K | $106 | Cut−$1.02K |
| AE Wealth Management LLC | 47 | $1.69K | $75 | Added$75 |
| Arax Advisory Partners | 10 | $360 | — | New |
| PNC Financial Services Group, Inc. | 2 | $72 | — | New |
| WELLS FARGO & COMPANY/MN | 1 | $32 | — | Added$26 |