| Pathstone Holdings, LLC | 2.04M | $20.7M | $52.2K | Added$3.05M |
| MORGAN STANLEY | 1.34M | $13.6M | $34.7K | Added$1.91M |
| 1607 Capital Partners, LLC | 1.01M | $10.2M | $30.2K | Added$30.2K |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 929.8K | $9.44M | $27.9K | Added$4.53K |
| GUGGENHEIM CAPITAL LLC | 736.3K | $7.47M | $22.1K | Cut−$234.6K |
| Advisors Asset Management, Inc. | 725.7K | $7.37M | $21.8K | Cut−$97.3K |
| MACKAY SHIELDS LLC | 623.3K | $6.33M | $18.7K | Cut−$6.16M |
| UBS Group AG | 473.4K | $4.81M | $13.4K | Added$286.8K |
| Rareview Capital LLC | 462.5K | $4.55M | $3 | Added$439.6K |
| ROBINSON CAPITAL MANAGEMENT, LLC | 425.3K | $4.34M | $19.5K | Added$1.87M |
| Professional Financial Management, Inc. | 249.2K | $2.53M | $6.9K | Added$200.2K |
| Hennion & Walsh Asset Management, Inc. | 218.8K | $2.22M | $6.56K | Cut−$6.12K |
| MELFA WEALTH MANAGEMENT, INC. | 206.5K | $2.1M | $1.06K | Added$28K |
| Invesco Ltd. | 158.1K | $1.6M | $4.74K | Added$4.28K |
| Fiera Capital Corp | 156.3K | $1.59M | $4.69K | Cut−$1.33M |
| Worthington Financial Partners, LLC | 143.8K | $1.46M | $4.28K | Added$14.8K |
| Matisse Capital | 135.9K | $1.38M | $4.08K | Added$4.08K |
| ENVESTNET ASSET MANAGEMENT INC | 127.7K | $1.3M | $3.73K | Added$37.8K |
| WESCAP Management Group, Inc. | 111K | $1.13M | $2.29K | Added$352.9K |
| Atala Financial Inc | 105.3K | $1.06M | −$3.68K | Cut−$3.04K |
| BANK OF AMERICA CORP /DE/ | 102.4K | $1.04M | $2.56K | Added$174.7K |
| RAYMOND JAMES FINANCIAL INC | 88.4K | $897.7K | $2.64K | Added$5.76K |
| Karpus Management, Inc. | 83K | $842.7K | $2.05K | Added$152.5K |
| WELLS FARGO & COMPANY/MN | 80.2K | $814K | $2.4K | Cut−$8.38K |
| RIVERBRIDGE PARTNERS LLC | 78.1K | $792.9K | $1.98K | Added$122.5K |
| LPL Financial LLC | 76.7K | $778.9K | $2.23K | Added$28.8K |
| Noble Wealth Management PBC | 75.3K | $764.3K | $1.66K | Added$204.8K |
| Ackerman Capital Advisors, LLC | 69.1K | $701.7K | $2.07K | Cut−$239.2K |
| CURA WEALTH ADVISORS, LLC | 68K | $690.2K | $2.04K | Added$2.04K |
| Summit Trail Advisors, LLC | 67.9K | $689.2K | — | New |
| HighTower Advisors, LLC | 57.1K | $579.3K | $1.71K | Cut−$94.2K |
| Bridgewater Advisors Inc. | 50.6K | $526.1K | $3.54K | Added$3.54K |
| Plancorp, LLC | 50K | $509.1K | $3K | Added$3K |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 49.8K | $505.7K | $1.5K | Cut−$4.92K |
| EVOLVE PRIVATE WEALTH, LLC | 45.9K | $465.9K | −$1.11K | Cut−$4.71K |
| HORIZON KINETICS ASSET MANAGEMENT LLC | 41.4K | $420.2K | $1.24K | Added$1.24K |
| ROYAL BANK OF CANADA | 40.1K | $407K | $1.11K | Cut−$4K |
| Nuveen, LLC | 37.3K | $379K | $963 | Added$54.1K |
| EVOKE WEALTH, LLC | 37K | $377.5K | $1.11K | Added$1.11K |
| Closed-End Fund Advisors, Inc. | 30.9K | $313.8K | $837 | Added$31.1K |
| Rockefeller Capital Management L.P. | 29.4K | $298.2K | $862 | Added$5.7K |
| Waverly Advisors, LLC | 28.4K | $288.3K | $846 | Added$2.98K |
| AMERIPRISE FINANCIAL INC | 26.9K | $272.7K | $806 | Cut−$9.49K |
| INTEGRATED CAPITAL MANAGEMENT, INC. | 23.4K | $237.4K | $704 | Cut−$13.1K |
| COMMONWEALTH EQUITY SERVICES, LLC | 22.6K | $229.7K | $664 | Added$1.73K |
| Bank of New York Mellon Corp | 22K | $223.7K | $582 | Added$29K |
| Avior Wealth Management, LLC | 21.7K | $220.3K | $637 | Added$5.61K |
| ROTHSCHILD INVESTMENT LLC | 21.2K | $215.2K | $636 | Added$636 |
| BAR HARBOR WEALTH MANAGEMENT | 19.9K | $201.6K | $596 | Added$596 |
| Kestra Advisory Services, LLC | 19.8K | $200.6K | $550 | Added$15.2K |
| OSAIC HOLDINGS, INC. | 18.9K | $191.8K | $427 | Added$47.2K |
| &PARTNERS | 18.8K | $190.6K | $448 | Added$37.8K |
| Tyche Wealth Partners LLC | 14.8K | $150.4K | $444 | Added$444 |
| Alteri Wealth LLC | 12.8K | $129.5K | $383 | Cut−$3.16K |
| Alesco Advisors LLC | 11.7K | $119.2K | $352 | Added$352 |
| BANK OF MONTREAL /CAN/ | 11.4K | $115.9K | $342 | Cut−$106.5K |
| Steward Partners Investment Advisory, LLC | 10.9K | $110.8K | $327 | Cut−$9.29K |
| MML INVESTORS SERVICES, LLC | 10.7K | $108.5K | $324 | Cut−$19.6K |
| NOMURA HOLDINGS INC | 10K | $101.5K | — | New |
| HOLLENCREST CAPITAL MANAGEMENT | 9.69K | $98.3K | $219 | Added$24.5K |
| Farther Finance Advisors, LLC | 4.05K | $40.8K | −$162 | Cut−$162 |
| Moisand Fitzgerald Tamayo, LLC | 3.74K | $37.9K | $112 | Added$112 |
| Advisory Services Network, LLC | 3.36K | $34.1K | — | New |
| MATHER GROUP, LLC. | 3K | $30.4K | — | New |
| HUNTINGTON NATIONAL BANK | 2.33K | $23.6K | — | New |
| IFG Advisory, LLC | 2K | $20.3K | — | New |
| Community Financial Services Group, LLC | 1.51K | $15.2K | — | New |
| MAI Capital Management | 912 | $9.26K | $28 | Added$170 |
| WOLVERINE ASSET MANAGEMENT LLC | 899 | $9.13K | $27 | Cut−$220.7K |
| HIGHLINE WEALTH PARTNERS LLC | 800 | $8.12K | $24 | Added$24 |
| VAN ECK ASSOCIATES CORP | 279.9K | $2.84K | $7 | Added$342 |
| COHEN & STEERS, INC. | 218K | $2.21K | $6 | Added$108 |
| SIT INVESTMENT ASSOCIATES INC | 113K | $1.15K | $1 | Added$655 |
| PARK AVENUE SECURITIES LLC | 111.4K | $1.13K | $3 | Added$13 |
| FIFTH THIRD BANCORP | 33 | $335 | — | New |
| Cambridge Investment Research Advisors, Inc. | 25.5K | $259 | $0 | Added$32 |
| Penserra Capital Management LLC | 1.08K | $10 | — | New |