| Tidal Investments LLC | 241.6K | $11.2M | — | New |
| PFG Advisors | 190.6K | $8.81M | — | New |
| LPL Financial LLC | 159K | $7.35M | −$82.5K | Added$5.02M |
| Drum Hill Capital, LLC | 143.6K | $6.64M | −$193.9K | Added$1.17M |
| Thomas J. Herzfeld Advisors, Inc. | 117.7K | $5.43M | — | New |
| ENVESTNET ASSET MANAGEMENT INC | 109.5K | $5.06M | −$17K | Added$4.59M |
| GOLDMAN SACHS GROUP INC | 100K | $4.62M | −$10.7K | Added$4.32M |
| Holcombe Financial, Inc. | 99.6K | $4.6M | −$158.3K | Added$137.8K |
| COMMONWEALTH EQUITY SERVICES, LLC | 69.7K | $3.22M | −$118.5K | Cut−$6.07M |
| Point72 Asset Management, L.P. | 32.6K | $1.51M | — | New |
| Belpointe Asset Management LLC | 31.9K | $1.47M | — | New |
| Pekin Hardy Strauss, Inc. | 27K | $1.25M | — | New |
| Fortis Capital Advisors, LLC | 24.5K | $1.13M | — | New |
| HighTower Advisors, LLC | 24.5K | $1.13M | −$39.3K | Added$21.3K |
| Catawba River Capital | 22.4K | $1.02M | — | New |
| FSA Investment Group, LLC | 21.6K | $1M | −$27.3K | Added$231.7K |
| OLD MISSION CAPITAL LLC | 20.9K | $965K | — | New |
| Anchor Investment Management, LLC | 20.4K | $945.2K | −$15.7K | Added$503K |
| Hilltop Holdings Inc. | 19.7K | $909.6K | −$33.4K | Cut−$1.12M |
| CVS HEALTH Corp | 14.5K | $670.3K | — | New |
| B. Riley Wealth Advisors, Inc. | 12.6K | $604.1K | — | New |
| Urban Wealth Management, LLC | 12.9K | $597.6K | −$22K | Cut−$497.1K |
| CHOREO, LLC | 11.5K | $531K | — | New |
| MML INVESTORS SERVICES, LLC | 11.2K | $517.8K | −$19K | Cut−$52.5K |
| OSAIC HOLDINGS, INC. | 10.2K | $472.6K | −$5.8K | Added$311.9K |
| MERCER GLOBAL ADVISORS INC /ADV | 8.85K | $409K | −$14.9K | Cut−$12.1K |
| Savvy Advisors, Inc. | 6.72K | $310.6K | −$11.4K | Cut−$225.8K |
| GRIFFIN ASSET MANAGEMENT, INC. | 6.67K | $308.2K | — | New |
| Cambridge Advisors Inc. | 6.18K | $285.8K | −$10.4K | Cut−$7.44K |
| Trek Financial, LLC | 5.66K | $261.8K | −$9.63K | Cut−$11.7M |
| OPPENHEIMER & CO INC | 5.41K | $250.2K | — | New |
| SMITH, MOORE & CO. | 5K | $231.4K | — | New |
| Comprehensive Money Management Services LLC | 4.82K | $222.6K | −$8.19K | Cut−$20.2K |
| BANK OF MONTREAL /CAN/ | 4.57K | $211.2K | −$1.77K | Added$161K |
| Farther Finance Advisors, LLC | 4.51K | $205.1K | −$1.45K | Added$176.5K |
| Luminist Capital LLC | 3.65K | $168.8K | −$6.16K | Cut−$4.04K |
| PRIVATE TRUST CO NA | 3.03K | $139.9K | — | New |
| Capital Advisor Network LLC | 2.53K | $116.9K | — | Held |
| MORGAN STANLEY | 2K | $92.6K | −$18 | Added$92.4K |
| Colonial Trust Co / SC | 1.75K | $80.9K | −$1.7K | Added$33K |
| Steward Partners Investment Advisory, LLC | 1.68K | $77.8K | −$1.63K | Added$31.7K |
| Geneos Wealth Management Inc. | 955 | $44.1K | — | New |
| Archer Investment Corp | 802 | $37.1K | −$1.36K | Cut−$1.36K |
| Copia Wealth Management | 745 | $34.4K | −$1.27K | Cut−$1.27K |
| HIGHLINE WEALTH PARTNERS LLC | 600 | $27.7K | — | New |
| HARBOR INVESTMENT ADVISORY, LLC | 600 | $27.7K | −$1.02K | Cut−$1.02K |
| US BANCORP \DE\ | 545 | $25.2K | −$927 | Cut−$927 |
| Rockefeller Capital Management L.P. | 446 | $20.6K | — | New |
| Triumph Capital Management | 342 | $15.8K | −$581 | Cut−$581 |
| Game Plan Financial Advisors, LLC | 300 | $13.9K | — | New |
| SIMPLEX TRADING, LLC | 289 | $13.4K | — | New |
| POM Investment Strategies, LLC | 176 | $8.14K | — | New |
| Merkkuri Wealth Advisors LLC | 144 | $6.64K | — | New |
| Advisory Services Network, LLC | 127 | $5.88K | — | New |
| ROYAL BANK OF CANADA | 75 | $3K | — | New |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 49 | $2.27K | — | New |
| Essential Partners LLC | 43 | $1.99K | — | New |
| HRT FINANCIAL LP | 18.2K | $840 | — | New |
| WELLS FARGO & COMPANY/MN | 17 | $776 | $2 | Added$687 |
| Atlantic Edge Private Wealth Management, LLC | 16 | $740 | — | New |
| AE Wealth Management LLC | 15 | $702 | −$9 | Cut−$435 |
| Ball & Co Wealth Management Inc. | 2.12K | $97 | — | New |
| DHJJ Financial Advisors, Ltd. | 1 | $47 | −$1 | Cut−$1 |