| BWM Planning, LLC | 139.2K | $9.67M | −$609.9K | Cut−$609.9K |
| GOLDMAN SACHS GROUP INC | 118K | $8.2M | −$517K | Cut−$517K |
| JPMORGAN CHASE & CO | 52.1K | $3.52M | −$333.2K | Cut−$344.3K |
| Pathstone Holdings, LLC | 41.1K | $2.85M | −$180K | Cut−$180K |
| LPL Financial LLC | 31.1K | $2.16M | −$121.4K | Added$115.6K |
| Equitable Holdings, Inc. | 15.2K | $1.12M | −$0 | Cut−$64.6K |
| MATHER GROUP, LLC. | 10.2K | $708.9K | −$44.7K | Cut−$44.7K |
| Private Advisor Group, LLC | 9.79K | $680.6K | −$42.9K | Cut−$42.9K |
| Capstone Wealth Management Group LLC | 8.39K | $583.2K | −$36.8K | Cut−$36.8K |
| EP Wealth Advisors, LLC | 8.36K | $580.7K | −$36.6K | Cut−$39.3K |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 7.22K | $501.6K | −$31.6K | Cut−$33.8K |
| ROYAL BANK OF CANADA | 6.89K | $479K | −$29.3K | Cut−$13K |
| Kestra Advisory Services, LLC | 6.27K | $436.1K | −$27.5K | Cut−$26.9K |
| TWIN FOCUS CAPITAL PARTNERS, LLC | 5.8K | $403.1K | −$25.4K | Cut−$25.4K |
| BANK OF AMERICA CORP /DE/ | 4.74K | $329.4K | −$20.8K | Cut−$778.8K |
| Sterling Investment Counsel, LLC | 4.41K | $306.4K | −$19.2K | Cut−$18K |
| Stratos Wealth Partners, LTD. | 4.09K | $284K | −$17.9K | Cut−$27.8K |
| Citadel | 3.83K | $266.5K | — | New |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 3.36K | $233.6K | −$14.7K | Cut−$113.2K |
| Centurion Wealth Management LLC | 3.04K | $211.2K | −$13.2K | Cut−$12.7K |
| INDEPENDENT FINANCIAL GROUP, LLC | 3K | $208.5K | −$13.1K | Cut−$13.1K |
| OSAIC HOLDINGS, INC. | 2.25K | $156.4K | −$9.84K | Cut−$9.63K |
| Nova Wealth Management, Inc. | 350 | $24.3K | −$1.53K | Cut−$1.53K |
| UBS Group AG | 205 | $14.2K | −$785 | Added$1.02K |
| Steward Partners Investment Advisory, LLC | 51 | $3.54K | — | New |
| POM Investment Strategies, LLC | 40 | $2.81K | −$133 | Added$570 |
| DHJJ Financial Advisors, Ltd. | 8 | $556 | −$36 | Cut−$36 |
| SENTINEL TRUST CO LBA | 4.72K | $328 | −$21 | Cut−$21 |
| VANGUARD ADVISERS INC | 4 | $278 | — | Held |
| SIMPLEX TRADING, LLC | 4 | $277 | — | New |
| Thrivent Financial for Lutherans | 3.52K | $245 | −$17 | Cut−$16 |
| APPLETON PARTNERS INC/MA | 3.12K | $217 | −$13 | Cut−$28 |
| MORGAN STANLEY | 1 | $134 | $15 | Added$15 |
| WELLS FARGO & COMPANY/MN | 1 | $84 | $3 | Added$3 |