| EVERGREEN CAPITAL MANAGEMENT LLC | 3.46M | $18M | −$1.2M | Cut−$1.11M |
| Pathstone Holdings, LLC | 2.77M | $14M | −$804.8K | Added$1.9M |
| MORGAN STANLEY | 2.68M | $13.6M | −$966K | Cut−$3.06M |
| Beacon Pointe Advisors, LLC | 2.25M | $11.4M | −$783.9K | Cut−$438.7K |
| WELLS FARGO & COMPANY/MN | 1.86M | $9.42M | −$513.4K | Added$1.67M |
| BANK OF AMERICA CORP /DE/ | 1.81M | $9.15M | −$649.9K | Cut−$684.5K |
| Invesco Ltd. | 1.12M | $5.68M | −$403.5K | Cut−$867.3K |
| Rareview Capital LLC | 958.8K | $4.91M | $0 | Added$1.24M |
| RAYMOND JAMES FINANCIAL INC | 747.5K | $3.79M | −$246.8K | Added$66.5K |
| Fiera Capital Corp | 488K | $2.47M | −$175.7K | Cut−$316.5K |
| Rockefeller Capital Management L.P. | 469.6K | $2.38M | −$168.7K | Cut−$163.3K |
| PenderFund Capital Management Ltd. | 400K | $2.03M | — | New |
| ENVESTNET ASSET MANAGEMENT INC | 380.2K | $1.93M | — | New |
| LPL Financial LLC | 256.6K | $1.3M | −$83.6K | Added$40.9K |
| HighTower Advisors, LLC | 250.5K | $1.27M | −$84.6K | Cut−$5.54K |
| UBS Group AG | 233.5K | $1.18M | −$75.5K | Added$44.6K |
| Private Advisor Group, LLC | 226.5K | $1.15M | −$81.3K | Cut−$77.6K |
| Alexander Randolph Advisory, Inc. | 199.4K | $1.01M | −$71.8K | Cut−$5.22M |
| Cetera Investment Advisers | 198K | $1M | −$65.7K | Added$12.7K |
| &PARTNERS | 196.2K | $994.9K | −$70.6K | Cut−$74.7K |
| ROYAL BANK OF CANADA | 189.1K | $959K | −$64.7K | Cut−$27K |
| WOLVERINE ASSET MANAGEMENT LLC | 144.7K | $733.9K | −$17K | Added$477.8K |
| Bramshill Investments, LLC | 140.2K | $710.6K | −$50.5K | Cut−$55.3K |
| Thomas J. Herzfeld Advisors, Inc. | 136.6K | $692.5K | −$427 | Added$686K |
| Kaizen Financial Strategies | 121.7K | $687.6K | $25.5K | Added$57.9K |
| Logan Stone Capital, LLC | 134K | $679.4K | — | New |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 93.8K | $475.6K | −$23.4K | Added$122.7K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 87.6K | $444K | −$30.4K | Cut−$14.4K |
| GUGGENHEIM CAPITAL LLC | 79.6K | $403.8K | −$16K | Added$162.6K |
| XTX Topco Ltd | 66K | $334.7K | — | New |
| Ancora Advisors LLC | 65.3K | $330.8K | −$12.7K | Added$139.4K |
| New England Private Wealth Advisors LLC | 60.3K | $305.7K | −$21.2K | Cut−$14.4K |
| Moors & Cabot, Inc. | 59.8K | $303.2K | −$21.5K | Cut−$120K |
| Capital Investment Advisors, LLC | 52.5K | $266K | −$16.1K | Added$23K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 52.1K | $264K | −$18.7K | Cut−$167.6K |
| Burford Brothers, Inc. | 48.9K | $247.7K | — | New |
| Closed-End Fund Advisors, Inc. | 47.4K | $240.4K | −$17.1K | Cut−$19.1K |
| E&G Advisors, LP | 44.8K | $226.9K | −$15.8K | Cut−$10.7K |
| Corient Private Wealth LLC | 40.9K | $207.5K | −$14.4K | Cut−$9.73K |
| NWAM LLC | 40.7K | $206.4K | −$22.6K | Added$36.6K |
| Pekin Hardy Strauss, Inc. | 38.1K | $193.2K | −$13.7K | Cut−$13.7K |
| UHLMANN PRICE SECURITIES, LLC | 34.2K | $173.5K | −$12.2K | Cut−$9.84K |
| JANE STREET GROUP, LLC | 34K | $172.3K | −$12.2K | Cut−$439.7K |
| FIFTH THIRD BANCORP | 29.5K | $149.6K | — | New |
| NOMURA HOLDINGS INC | 25K | $126.8K | — | New |
| CHOREO, LLC | 24.2K | $124.9K | −$5.05K | Added$51K |
| PFG Investments, LLC | 22K | $111.5K | −$7.92K | Cut−$7.92K |
| Hamrick Investment Counsel, llc | 21.2K | $110.5K | — | New |
| Papamarkou Wellner Asset Management inc. | 21.5K | $109K | −$7.74K | Cut−$7.74K |
| McGowan Group Asset Management, Inc. | 20K | $101.3K | — | New |
| US BANCORP \DE\ | 18K | $91.4K | −$5.23K | Added$12.5K |
| Stratos Wealth Partners, LTD. | 18K | $91.4K | −$6.49K | Cut−$75.1K |
| OSAIC HOLDINGS, INC. | 18K | $91.2K | −$5.34K | Added$10.8K |
| COLDSTREAM CAPITAL MANAGEMENT INC | 16.2K | $82.2K | — | New |
| HARBOR ADVISORY CORP /MA/ | 15K | $76K | — | New |
| GOLDMAN SACHS GROUP INC | 11.4K | $58K | — | New |
| Ignite Planners, LLC | 10.5K | $53.3K | −$8.2K | Cut−$21.5K |
| OPINICUS CAPITAL, INC. | 10.1K | $51K | — | New |
| Joel Isaacson & Co., LLC | 10K | $50.7K | −$3.6K | Cut−$3.6K |
| JPMORGAN CHASE & CO | 4.1K | $20.8K | −$1.43K | Cut−$1.44K |
| NewEdge Advisors, LLC | 17.5K | $17.5K | −$77.7K | Cut−$129.3K |
| Noble Wealth Management PBC | 2.5K | $12.7K | −$900 | Cut−$900 |
| Steward Partners Investment Advisory, LLC | 2.27K | $11.5K | −$817 | Cut−$817 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 2.26K | $11.5K | −$720 | Added$598 |
| Pinnacle Wealth Planning Services, Inc. | 1.93K | $9.78K | −$695 | Cut−$9.83K |
| Tower Research Capital LLC (TRC) | 1.5K | $7.63K | — | New |
| N.E.W. Advisory Services LLC | 1K | $5.07K | — | New |
| WPG Advisers, LLC | 864 | $4.38K | −$311 | Cut−$3.71K |
| HARBOUR INVESTMENTS, INC. | 815 | $4.14K | — | New |
| Atlantic Union Bankshares Corp | 700 | $3.55K | −$252 | Cut−$252 |
| WHITTIER TRUST CO OF NEVADA INC | 501 | $2.62K | — | New |
| HIGHLINE WEALTH PARTNERS LLC | 379 | $1.92K | — | New |
| BlackRock, Inc. | 313 | $1.59K | — | New |
| Root Financial Partners, LLC | 232 | $1.18K | — | New |
| Virtu Financial LLC | 50.9K | $258 | — | New |
| WHITTIER TRUST CO | 32 | $167 | −$12 | Cut−$12 |
| Cambridge Investment Research Advisors, Inc. | 25.4K | $129 | — | New |
| JTC Employer Solutions Trustee Ltd | 10.1K | $52 | −$3 | Cut−$3 |