| Renaissance Technologies | 715.8K | $607.6K | — | New |
| Sandbox Financial Partners, LLC | 400K | $339.5K | — | New |
| SEEDS INVESTOR LLC | 258.3K | $263.5K | $37.7K | Added$37.7K |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | 149K | $126.5K | −$1.81K | Added$63.5K |
| Everhart Financial Group, Inc. | 138.2K | $117.3K | — | New |
| XTX Topco Ltd | 109.8K | $93.2K | −$1.98K | Added$24.4K |
| DOLIVER ADVISORS, LP | 100K | $84.9K | — | New |
| FRANKLIN RESOURCES INC | 69.8K | $71.3K | −$951 | Cut−$951 |
| LPL Financial LLC | 78.9K | $67K | −$1.02K | Added$31.6K |
| GEODE CAPITAL MANAGEMENT, LLC | 66.9K | $56.8K | −$1.69K | Cut−$1.69K |
| CIBC WORLD MARKET INC. | 60.3K | $51.3K | −$1.21K | Cut−$10K |
| PFG Investments, LLC | 52.9K | $44.9K | −$577 | Added$24.9K |
| JANE STREET GROUP, LLC | 42.4K | $43.3K | −$198 | Added$29.1K |
| UBS Group AG | 50.6K | $42.9K | −$571 | Added$22.9K |
| HEADINVEST, LLC | 44.7K | $37.9K | −$1.13K | Cut−$1.13K |
| BANK OF MONTREAL /CAN/ | 44.5K | $37.8K | $8.13K | Added$13.3K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 41.3K | $35.1K | — | New |
| Federation des caisses Desjardins du Quebec | 36.5K | $31K | −$798 | Added$3.11K |
| COMMONWEALTH EQUITY SERVICES, LLC | 35.1K | $29.8K | −$890 | Cut−$890 |
| RAYMOND JAMES FINANCIAL INC | 33.8K | $28.6K | −$841 | Cut−$516 |
| SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ | 33.3K | $28.2K | −$838 | Cut−$838 |
| SeaCrest Wealth Management, LLC | 32K | $27.2K | −$3.58K | Cut−$3.58K |
| Vantage Point Financial LLC | 29.7K | $25.2K | −$749 | Cut−$749 |
| MORGAN STANLEY | 28K | $23.8K | −$706 | Cut−$349K |
| TWO SIGMA SECURITIES, LLC | 25.6K | $21.8K | — | New |
| NATIONAL BANK OF CANADA /FI/ | 24.5K | $20.9K | −$760 | Cut−$760 |
| Rockefeller Capital Management L.P. | 20.9K | $17.8K | −$528 | Cut−$528 |
| TRUIST FINANCIAL CORP | 20K | $17K | — | New |
| Citadel | 17.9K | $15.2K | — | New |
| PNC Financial Services Group, Inc. | 15.1K | $12.8K | −$376 | Cut−$376 |
| Creative Planning | 14.5K | $12.3K | −$335 | Added$696 |
| AlphaCore Capital LLC | 12.5K | $10.6K | −$315 | Cut−$9.05K |
| Ausdal Financial Partners, Inc. | 12K | $10.2K | −$302 | Cut−$302 |
| Kingsview Wealth Management, LLC | 11.2K | $9.52K | −$283 | Cut−$283 |
| Crestwood Advisors Group, LLC | 10K | $8.49K | — | New |
| Cerity Partners LLC | 10K | $8.49K | −$252 | Cut−$252 |
| Allworth Financial LP | 8.45K | $7.17K | −$213 | Cut−$213 |
| OSAIC HOLDINGS, INC. | 8.2K | $6.97K | −$110 | Added$2.13K |
| WELLS FARGO & COMPANY/MN | 6.6K | $5.6K | −$135 | Added$884 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 6.39K | $5.43K | — | New |
| Cedar Mountain Advisors, LLC | 5.65K | $4.8K | −$142 | Cut−$142 |
| Larson Financial Group LLC | 5K | $4.24K | — | New |
| Activest Wealth Management | 5K | $4.24K | −$126 | Cut−$126 |
| JONES FINANCIAL COMPANIES LLLP | 4.28K | $3.59K | −$69 | Added$1.8K |
| BlackRock, Inc. | 3K | $2.55K | −$76 | Cut−$76 |
| CWM, LLC | 1.32K | $1.13K | $1.12K | Added$1.12K |
| Aviso Financial Inc. | 1.3K | $1.11K | −$1 | Added$1.06K |
| JPMORGAN CHASE & CO | 1.28K | $1.03K | — | New |
| TD Waterhouse Canada Inc. | 662 | $562 | −$13 | Added$209 |
| MAI Capital Management | 526 | $447 | −$13 | Cut−$13 |
| Axiom Investment Management LLC | 150 | $127 | — | Held |
| Dogwood Wealth Management LLC | 146 | $124 | −$4 | Cut−$4 |
| EVOLUTION WEALTH MANAGEMENT INC. | 105 | $89 | — | New |
| Ball & Co Wealth Management Inc. | 38.3K | $32 | −$1 | Cut−$1 |
| HRT FINANCIAL LP | 23.3K | $19 | −$0 | Added$9 |
| PROFESSIONAL ADVISORY SERVICES INC | 20K | $17 | $0 | Held |
| Cambridge Investment Research Advisors, Inc. | 10.8K | $9 | — | New |