| COMMONWEALTH EQUITY SERVICES, LLC | 65.7K | $3.82M | — | Held |
| OLD MISSION CAPITAL LLC | 60.5K | $3.52M | — | Held |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 23K | $1.34M | — | Held |
| JPMORGAN CHASE & CO | 17.2K | $999.4K | — | Held |
| Values Added Financial LLC | 16.4K | $952.7K | — | Held |
| Corient Private Wealth LLC | 12.8K | $745.7K | — | Held |
| CI INVESTMENTS INC. | 11.6K | $676.4K | — | Held |
| Merit Financial Group, LLC | 10.8K | $626.1K | — | Held |
| Beta Wealth Group, Inc. | 9.23K | $536.2K | — | Held |
| Pathstone Holdings, LLC | 7.88K | $458K | — | Held |
| One Wealth Advisors, LLC | 7.57K | $439.7K | — | Held |
| OSAIC HOLDINGS, INC. | 7.54K | $437.9K | — | Held |
| Integrity Advisory Solutions, LLC | 7.42K | $431.2K | — | Held |
| JANE STREET GROUP, LLC | 5.82K | $338.4K | — | Held |
| Ariadne Wealth Management, LP | 4.81K | $302.8K | — | Held |
| Pathfinder Wealth Consulting, Inc. | 4.75K | $275.9K | — | Held |
| JONES FINANCIAL COMPANIES LLLP | 4.63K | $268.9K | — | Held |
| Aries Wealth Management | 4.56K | $265K | — | Held |
| BANK OF AMERICA CORP /DE/ | 4.5K | $261.4K | −$3.7K | Cut−$10.1K |
| Aprio Wealth Management, LLC | 4K | $232.6K | — | Held |
| Farther Finance Advisors, LLC | 3.08K | $179.2K | — | Held |
| CITIGROUP INC | 1.91K | $111K | — | Held |
| ROYAL BANK OF CANADA | 1.63K | $95K | — | Held |
| Addison Advisors LLC | 1.38K | $79.9K | — | Held |
| EverSource Wealth Advisors, LLC | 866 | $50.3K | — | Held |
| Cape Investment Advisory, Inc. | 540 | $31.4K | −$444 | Cut−$444 |
| Morling Financial Advisors, LLC | 462 | $26.8K | — | Held |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 368 | $21.4K | — | Held |
| Aptus Capital Advisors, LLC | 368 | $21.4K | — | Held |
| FLAGSHIP HARBOR ADVISORS, LLC | 245 | $14.2K | — | New |
| Front Row Advisors LLC | 215 | $12.5K | — | Held |
| Glass Jacobson Investment Advisors llc | 101 | $5.87K | — | Held |
| MORGAN STANLEY | 59 | $3.45K | −$66 | Cut−$1.2K |
| Daiwa Securities Group Inc. | 15.6K | $904 | — | Held |
| IFC & Insurance Marketing, Inc. | 31 | $2 | — | Held |