| REGENTS OF THE UNIVERSITY OF CALIFORNIA | 1.01M | $30.1M | −$2.03M | Cut−$2.03M |
| BlackRock, Inc. | 734.2K | $22M | −$1.48M | Cut−$6.47M |
| LPL Financial LLC | 485.6K | $14.5M | −$923.1K | Cut−$64.9K |
| BANK OF AMERICA CORP /DE/ | 80.2K | $2.4M | −$162.1K | Cut−$3.19M |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 62.5K | $2.18M | — | New |
| Stratos Wealth Advisors, LLC | 60.4K | $1.81M | −$103.3K | Added$173.2K |
| Private Advisor Group, LLC | 48.2K | $1.44M | −$93K | Cut−$30.2K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 36.5K | $1.09M | −$65.9K | Added$50K |
| INSIGNEO ADVISORY SERVICES, LLC | 30K | $898.3K | −$60.5K | Cut−$58.5K |
| Cetera Investment Advisers | 27.2K | $815.5K | −$43.5K | Added$127.1K |
| PFG Investments, LLC | 26.2K | $784.5K | — | New |
| ATX Financial Planning, LLC | 16.1K | $482.9K | — | New |
| Quadrature Capital Ltd | 13.7K | $409.3K | — | New |
| Mascagni Wealth Management, Inc. | 12.3K | $367.9K | — | New |
| MAGNOLIA CAPITAL ADVISORS LLC | 11.7K | $351.4K | −$23.7K | Cut−$23.7K |
| Realta Investment Advisors | 10.2K | $304.2K | −$20.5K | Cut−$86.8K |
| MML INVESTORS SERVICES, LLC | 10K | $299.6K | −$20.2K | Cut−$61.4K |
| HighPoint Advisor Group LLC | 8.75K | $262.1K | −$17.7K | Cut−$24.3K |
| ALTERNA WEALTH MANAGEMENT, INC | 7.43K | $222.6K | — | New |
| OSAIC HOLDINGS, INC. | 4.96K | $148.7K | −$4.81K | Added$72.6K |
| Tower Research Capital LLC (TRC) | 4.6K | $137.8K | −$9.29K | Cut−$263.2K |
| Sound Income Strategies, LLC | 1.87K | $56.7K | — | New |
| EFG International AG | 1.15K | $34.4K | −$2.02K | Added$2.47K |
| SIMPLEX TRADING, LLC | 892 | $26.7K | −$1.8K | Cut−$15.9K |
| Quent Capital, LLC | 500 | $15K | −$1.01K | Cut−$1.01K |
| TD Waterhouse Canada Inc. | 374 | $11.3K | −$212 | Added$7.32K |
| THOROUGHBRED FINANCIAL SERVICES, LLC | 361K | $10.8K | −$730 | Cut−$868 |
| Sankala Group LLC | 272 | $8.02K | — | New |
| VANGUARD ADVISERS INC | 37 | $1.11K | — | Held |
| CWM, LLC | 30 | $898 | — | New |