| Shaker Financial Services, LLC | 615.7K | $9.31M | −$456.3K | Added$374.9K |
| RAYMOND JAMES FINANCIAL INC | 572.5K | $8.46M | −$622.6K | Cut−$94K |
| Baird Financial Group, Inc. | 481.9K | $7.12M | −$559K | Cut−$1.99M |
| MORGAN STANLEY | 374.2K | $5.53M | −$434.1K | Cut−$582.9K |
| GUGGENHEIM CAPITAL LLC | 317.6K | $4.69M | −$311.9K | Added$407.5K |
| 1607 Capital Partners, LLC | 288.2K | $4.26M | — | New |
| Invesco Ltd. | 261.6K | $3.87M | −$303.5K | Cut−$439.3K |
| RETIREMENT PLANNING GROUP, LLC / NY | 255.1K | $3.86M | −$209K | Cut−$416.8K |
| Karpus Management, Inc. | 184.2K | $2.72M | −$56.9K | Added$1.94M |
| OSAIC HOLDINGS, INC. | 178.7K | $2.64M | −$207.4K | Cut−$257.2K |
| Capital Investment Advisors, LLC | 116.6K | $1.72M | −$135.2K | Cut−$135.2K |
| WELLS FARGO & COMPANY/MN | 108.9K | $1.61M | −$118.6K | Cut−$20.8K |
| WOLVERINE ASSET MANAGEMENT LLC | 103.1K | $1.52M | −$104.4K | Added$89.2K |
| Steward Partners Investment Advisory, LLC | 90.8K | $1.34M | −$105.2K | Cut−$103.7K |
| LPL Financial LLC | 90K | $1.33M | −$104.4K | Cut−$318.3K |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 52K | $779.9K | −$49.4K | Cut−$65K |
| Spire Wealth Management | 51.6K | $762.3K | −$59.8K | Cut−$59.8K |
| AMERIPRISE FINANCIAL INC | 46.1K | $672.6K | −$62.4K | Cut−$96.2K |
| UBS Group AG | 41.1K | $607.6K | −$47.7K | Cut−$267.8K |
| Z3 Capital Partners, LLC | 40.6K | $600K | −$42.1K | Added$21.5K |
| BANK OF AMERICA CORP /DE/ | 35.8K | $529K | −$38.9K | Cut−$5.09K |
| COMMONWEALTH EQUITY SERVICES, LLC | 35K | $517.7K | −$40.6K | Cut−$43.3K |
| ROYAL BANK OF CANADA | 32.8K | $485K | −$36.8K | Cut−$31K |
| Cetera Investment Advisers | 30.5K | $451.2K | −$35.4K | Cut−$35.3K |
| Advisors Asset Management, Inc. | 30.5K | $450.5K | — | New |
| PMG Family Office LLC | 29.4K | $443.7K | −$22.8K | Added$6.26K |
| TWO SIGMA INVESTMENTS, LP | 18.9K | $279.7K | — | New |
| Centurion Wealth Management LLC | 12.5K | $184.5K | −$14.5K | Cut−$14.5K |
| Canal Capital Management, LLC | 11.2K | $165.1K | −$13K | Cut−$13.6K |
| DAYMARK WEALTH PARTNERS, LLC | 10.8K | $159.5K | −$12.5K | Cut−$12.5K |
| David J Yvars Group | 11K | $155.2K | −$21.8K | Cut−$21.8K |
| Founders Financial Alliance, LLC | 10.3K | $152.2K | — | New |
| NWF Advisory Services Inc. | 10.1K | $149.3K | −$11.7K | Cut−$43.6K |
| Rockefeller Capital Management L.P. | 9.36K | $138.4K | −$10.9K | Cut−$10.9K |
| Blue Trust, Inc. | 6.04K | $89.3K | −$7.01K | Cut−$7.01K |
| CWM, LLC | 5.82K | $86K | $85.9K | Added$85.9K |
| FIFTH THIRD BANCORP | 3.97K | $58.7K | — | New |
| Western Wealth Management, LLC | 2.47K | $36.5K | — | New |
| EASTERN BANK | 1.87K | $27.6K | −$2.17K | Cut−$2.17K |
| Advisory Services Network, LLC | 1.79K | $26.5K | — | New |
| PNC Financial Services Group, Inc. | 948 | $14K | −$1.1K | Cut−$1.1K |
| Thomas J. Herzfeld Advisors, Inc. | 393 | $5.81K | −$456 | Cut−$456 |
| Colonial Trust Co / SC | 371 | $5.24K | −$734 | Cut−$734 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 306 | $4.52K | −$170 | Added$2.18K |
| ST GERMAIN D J CO INC | 125 | $1.85K | −$145 | Cut−$145 |
| Transamerica Financial Advisors, LLC | 91 | $1.41K | −$39 | Cut−$1.01K |
| Thrivent Financial for Lutherans | 85.9K | $1.26K | −$107 | Added$77 |
| Cambridge Investment Research Advisors, Inc. | 26K | $384 | −$30 | Cut−$54 |
| FNY Investment Advisers, LLC | 3K | $44 | — | New |
| Centerpoint Advisors, LLC | 1K | $15 | −$1 | Cut−$1 |