| DKM Wealth Management, Inc. | 301.4K | $14M | $165.1K | Added$470.2K |
| D.A. DAVIDSON & CO. | 169.3K | $7.84M | $94.8K | Added$61.5K |
| DIVERSIFIED MANAGEMENT INC | 118K | $5.46M | $65.4K | Added$119.8K |
| MORGAN STANLEY | 90.3K | $4.18M | $50.6K | Cut−$24.6K |
| Mesirow Financial Investment Management, Inc. | 75.3K | $3.49M | $21.2K | Added$1.76M |
| FIRST TRUST ADVISORS LP | 74.5K | $3.45M | $40K | Added$184.2K |
| WELLS FARGO & COMPANY/MN | 68.3K | $3.16M | $34.1K | Added$381.2K |
| Hara Capital LLC | 64.7K | $3M | $36.3K | Cut−$1.14M |
| RAYMOND JAMES FINANCIAL INC | 59K | $2.73M | $28.4K | Added$404.4K |
| Keating Financial Advisory Services, Inc. | 41.3K | $1.91M | $14.3K | Added$741.1K |
| Hennion & Walsh Asset Management, Inc. | 32.2K | $1.49M | $18.1K | Cut−$3K |
| Anchor Investment Management, LLC | 32K | $1.48M | $17.9K | Added$22.1K |
| Invesco Ltd. | 31.9K | $1.48M | $17.1K | Added$83.5K |
| Shaker Financial Services, LLC | 30.2K | $1.4M | $10.8K | Added$514.8K |
| Smith Asset Management Co., LLC | 28.2K | $1.31M | $15.8K | Added$10.4K |
| US BANCORP \DE\ | 24.8K | $1.15M | $13.9K | Added$13.9K |
| LPL Financial LLC | 21.3K | $987.2K | $11.9K | Cut−$32.6K |
| CARY STREET PARTNERS FINANCIAL LLC | 19.2K | $888K | $3.34K | Added$615.1K |
| Chemistry Wealth Management LLC | 15.7K | $727K | $8.79K | Cut−$233.3K |
| Baltimore-Washington Financial Advisors, Inc. | 15K | $692.7K | $8.37K | Added$8.38K |
| &PARTNERS | 14.9K | $686.3K | $5.71K | Cut−$77K |
| BANK OF AMERICA CORP /DE/ | 13.9K | $645.6K | $7.82K | Cut−$45.7K |
| PECAUT & CO. | 13.5K | $623.1K | $7.46K | Added$14K |
| ROYAL BANK OF CANADA | 12.7K | $586K | $6.56K | Cut−$19K |
| NWF Advisory Services Inc. | 11.9K | $552.6K | $6.68K | Cut−$4.03K |
| EVOLVE PRIVATE WEALTH, LLC | 11.4K | $526.5K | $6.37K | Added$4.31K |
| Capital Investment Counsel, Inc | 9K | $416.9K | $5.04K | Added$5.04K |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | 7.8K | $361.4K | $4.37K | Added$4.37K |
| Private Advisor Group, LLC | 6.84K | $316.7K | $3.83K | Added$4.71K |
| OSAIC HOLDINGS, INC. | 6.83K | $316.6K | $3.72K | Cut−$84.6K |
| UBS Group AG | 6.8K | $315.1K | $3.81K | Cut−$11.2K |
| Cetera Investment Advisers | 5.48K | $253.7K | $2.94K | Added$13.8K |
| Pinnacle Financial Partners, Inc. | 5.03K | $233.1K | — | New |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 4.32K | $200.1K | — | New |
| ASSETMARK, INC | 3.59K | $166.1K | $1.73K | Added$24.6K |
| Align Financial, LLC | 3.35K | $155K | $151.6K | Added$1.87K |
| JONES FINANCIAL COMPANIES LLLP | 2.77K | $123.1K | −$3.48K | Cut−$11.2K |
| Colonial Trust Co / SC | 2.64K | $122.4K | $1.48K | Added$3.06K |
| Manchester Capital Management LLC | 1.5K | $69.5K | $811 | Added$1.74K |
| WOLVERINE ASSET MANAGEMENT LLC | 1.4K | $64.8K | $784 | Cut−$133.8K |
| Sound Income Strategies, LLC | 1.31K | $60.3K | −$2.23K | Cut−$2.23K |
| JPMORGAN CHASE & CO | 1.32K | $58.7K | −$1.54K | Cut−$1.54K |
| NBC SECURITIES, INC. | 1.1K | $51K | $635 | Added$820 |
| PNC Financial Services Group, Inc. | 1K | $46.3K | $28 | Added$44K |
| WHI TRUST Co LLC | 912 | $42.2K | $511 | Added$511 |
| AdvisorNet Financial, Inc | 669 | $31K | $375 | Added$375 |
| Rockefeller Capital Management L.P. | 525 | $24.3K | $294 | Added$294 |
| MAI Capital Management | 510 | $23.6K | $286 | Added$286 |
| MATHER GROUP, LLC. | 234 | $10.8K | — | New |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 200 | $9.26K | $112 | Added$112 |
| CWM, LLC | 67 | $3.1K | $3.1K | Added$3.1K |
| Allworth Financial LP | 40 | $1.85K | — | New |
| Cassaday & Co Wealth Management LLC | 20 | $927 | — | New |
| Janney Montgomery Scott LLC | 7.34K | $340 | $4 | Added$32 |
| Russell Investments Group, Ltd. | 3 | $139 | $2 | Cut−$119K |