| UBS Group AG | 324.1K | $24.5M | $1.9M | Added$774.9K |
| Asset One Wealth Management LLC | 235.8K | $18M | $96.1K | Added$206.7K |
| MORGAN STANLEY | 216.9K | $16.4M | $1.27M | Added$937.1K |
| CAPTRUST FINANCIAL ADVISORS | 188.5K | $14.2M | $1.1M | Added$657.5K |
| LPL Financial LLC | 113.8K | $8.59M | $667K | Added$575.2K |
| BANK OF AMERICA CORP /DE/ | 109.7K | $8.28M | $643K | Cut−$1.78M |
| RAYMOND JAMES FINANCIAL INC | 87.9K | $6.64M | $494.2K | Added$762.7K |
| ROYAL BANK OF CANADA | 85.3K | $6.44M | $500.3K | Added$474K |
| WELLS FARGO & COMPANY/MN | 83.4K | $6.3M | $488.8K | Added$16.9K |
| STIFEL FINANCIAL CORP | 82.6K | $6.24M | $314.1K | Added$2.5M |
| OSAIC HOLDINGS, INC. | 70.2K | $5.3M | $411.3K | Cut−$282.1K |
| Cetera Investment Advisers | 64K | $4.83M | $374.9K | Added$40.7K |
| Riggs Asset Managment Co. Inc. | 52.8K | $3.98M | $309.3K | Cut−$2.39M |
| D.A. DAVIDSON & CO. | 51.5K | $3.89M | $297.3K | Added$355.4K |
| Auxano Advisors, LLC | 42.5K | $3.21M | $248.8K | Cut−$2.66M |
| HC Advisors, LLC | 41.6K | $3.14M | $240.3K | Added$285.8K |
| Citadel | 38.9K | $2.94M | — | New |
| EVERGREEN CAPITAL MANAGEMENT LLC | 36K | $2.72M | $211K | Added$185.3K |
| JANE STREET GROUP, LLC | 33.4K | $2.52M | $112.1K | Added$1.19M |
| MML INVESTORS SERVICES, LLC | 30.6K | $2.31M | $179.6K | Cut−$1.02M |
| AMERIPRISE FINANCIAL INC | 30.5K | $2.3M | $178.5K | Added$84.3K |
| Pekin Hardy Strauss, Inc. | 30.3K | $2.29M | $177.5K | Cut−$18.4K |
| SPROTT INC. | 30.1K | $2.27M | $176.1K | Cut−$329.3K |
| COMMONWEALTH EQUITY SERVICES, LLC | 28.4K | $2.14M | $166.5K | Added$39.8K |
| U.S. Capital Wealth Advisors, LLC | 27.4K | $2.07M | $160.7K | Added$111.9K |
| Baird Financial Group, Inc. | 25.6K | $1.93M | — | New |
| Kestra Advisory Services, LLC | 23K | $1.74M | $63.4K | Added$984.4K |
| Federation des caisses Desjardins du Quebec | 22.5K | $1.7M | $131.9K | Added$131.9K |
| New Harbor Financial Group, LLC | 20.8K | $1.57M | $122.1K | Cut−$1.91M |
| ADE, LLC | 19.6K | $1.48M | $114.6K | Added$18.9K |
| Beacon Pointe Advisors, LLC | 19.1K | $1.44M | $112.2K | Added$94.2K |
| PFG Investments, LLC | 17.2K | $1.3M | $101K | Added$58.5K |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 17K | $1.29M | $103.7K | Cut−$227.8K |
| Bayshore Capital Advisors, LLC | 16.4K | $1.24M | $58.6K | Added$541.7K |
| Rossby Financial, LCC | 14.8K | $1.17M | $140.3K | Added$119.4K |
| VestGen Advisors, LLC | 13.2K | $1.06M | $109.9K | Added$313.3K |
| CWA Asset Management Group, LLC | 13.4K | $1.01M | $76.2K | Added$106.4K |
| Kovack Advisors, Inc. | 12K | $951.3K | $113.7K | Added$48.9K |
| Stratos Wealth Partners, LTD. | 11.2K | $848.5K | $65.9K | Added$31K |
| Meridian Wealth Advisors, LLC | 10K | $754.9K | $58.6K | Added$58.6K |
| BAROMETER CAPITAL MANAGEMENT INC. | 8.7K | $656.8K | — | New |
| Centurion Wealth Management LLC | 8.68K | $655.5K | $50.9K | Added$50.9K |
| 180 WEALTH ADVISORS, LLC | 8.13K | $614K | $25.5K | Added$311.1K |
| Beaumont Financial Advisors, LLC | 8.11K | $612.5K | $46.4K | Added$61.5K |
| TD Waterhouse Canada Inc. | 5.73K | $606.4K | — | New |
| GTS SECURITIES LLC | 8.03K | $606K | $18.6K | Added$384.5K |
| Barry Investment Advisors, LLC | 7.74K | $584K | $45.3K | Added$33.9K |
| Wealthcare Advisory Partners LLC | 7.52K | $568K | $44.1K | Added$40.6K |
| Gateway Wealth Partners, LLC | 7.31K | $551.9K | — | New |
| SATOVSKY ASSET MANAGEMENT LLC | 7.09K | $535.6K | $41.6K | Added$41.6K |
| Beirne Wealth Consulting Services, LLC | 7K | $528.4K | $41K | Added$41K |
| Capital Wealth Alliance, LLC | 6.43K | $485.1K | −$46.7K | Cut−$32.8K |
| Summit Financial, LLC | 6.34K | $478.7K | $36.9K | Added$40.2K |
| Prospera Financial Services Inc | 5.78K | $436.3K | $33.6K | Added$37.3K |
| Mariner, LLC | 5.53K | $417.3K | $32.4K | Cut−$16.5K |
| AdvisorNet Financial, Inc | 5.42K | $409.2K | $24.7K | Added$115.3K |
| Private Advisor Group, LLC | 5.26K | $397.2K | $30K | Added$40.4K |
| AlphaStar Capital Management, LLC | 4.73K | $356.8K | $27.7K | Added$27.7K |
| Montis Financial, LLC | 4.6K | $347.3K | $27K | Cut−$28.7K |
| Wealth Alliance Advisory Group, LLC | 4.42K | $334K | $25.9K | Added$25.9K |
| MARSHALL WACE, LLP | 4.3K | $324.7K | — | New |
| Rockefeller Capital Management L.P. | 4.29K | $324K | $25.1K | Added$25.1K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 4.28K | $323.2K | $25.1K | Cut−$23.7K |
| Sunbelt Securities, Inc. | 4.11K | $310.6K | $24.1K | Added$15.8K |
| HighTower Advisors, LLC | 4.02K | $303.5K | $17.4K | Added$96.6K |
| ENVESTNET ASSET MANAGEMENT INC | 4.01K | $302.6K | $23.5K | Cut−$23.8K |
| TWO SIGMA SECURITIES, LLC | 3.94K | $297.2K | — | New |
| Integrated Wealth Concepts LLC | 3.89K | $293.5K | $17.8K | Added$82K |
| Sovereign Financial Group, Inc. | 3.88K | $292.5K | $22.7K | Cut−$733.8K |
| Waverly Advisors, LLC | 3.63K | $274.3K | — | New |
| Fiduciary Trust Co | 3.57K | $269.3K | $20.9K | Added$20.9K |
| BLAIR WILLIAM & CO/IL | 3.52K | $265.8K | $20.6K | Added$20.6K |
| Perigon Wealth Management, LLC | 3.5K | $264.2K | $20.5K | Added$18.8K |
| NICOLET BANKSHARES INC | 3.3K | $261.1K | — | New |
| Dempze Nancy E | 3.25K | $245.3K | $19K | Added$19K |
| Sanctuary Advisors, LLC | 3.12K | $235.5K | — | New |
| Evanson Asset Management, LLC | 3.08K | $232.7K | $18.1K | Added$18.1K |
| Geneos Wealth Management Inc. | 3.08K | $232.5K | $18K | Added$641 |
| Hara Capital LLC | 3.05K | $230.2K | $17.9K | Cut−$30.9K |
| EP Wealth Advisors, LLC | 3.04K | $229.4K | $17.8K | Cut−$32.3K |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC | 2.93K | $221.4K | $17.2K | Cut−$525.1K |
| HighPoint Advisor Group LLC | 2.78K | $209.7K | — | New |
| AE Wealth Management LLC | 2.14K | $161.9K | $11.8K | Added$21.6K |
| Premier Financial Group | 2K | $160.7K | $20.3K | Added$20.3K |
| Destiny Wealth Partners, LLC | 2.02K | $152.1K | — | New |
| SIMPLEX TRADING, LLC | 1.54K | $116K | $205 | Added$113.6K |
| MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV | 1.46K | $110.1K | $8.54K | Cut−$19.1K |
| Belvedere Trading LLC | 1.34K | $101K | $7.84K | Cut−$94K |
| Hilltop National Bank | 1.25K | $94.4K | $7.32K | Added$7.33K |
| Farther Finance Advisors, LLC | 1.13K | $89.2K | $6.55K | Added$41.1K |
| CWM, LLC | 1.03K | $78.2K | $78.1K | Added$78.1K |
| FWL INVESTMENT MANAGEMENT, LLC | 1K | $75.5K | $5.86K | Added$5.86K |
| Synergy Investment Management, LLC | 977 | $73.8K | — | New |
| Advisory Services Network, LLC | 825 | $62.3K | — | New |
| Fidelity | 508 | $38.4K | $2.96K | Cut−$4.15K |
| Legacy Wealth Managment, LLC/ID | 470 | $35.5K | $2.75K | Added$2.75K |
| Allworth Financial LP | 357 | $27K | $2.09K | Added$2.09K |
| CoreCap Advisors, LLC | 341 | $25.7K | $2K | Added$2K |
| MAI Capital Management | 309 | $23.3K | $1.81K | Added$1.81K |
| Blue Trust, Inc. | 300 | $22.6K | $1.76K | Added$1.76K |
| Stonehage Fleming Financial Services Holdings Ltd | 299 | $22.6K | $1.75K | Cut−$137K |
| NATIONAL BANK OF CANADA /FI/ | 245 | $18.5K | $1.45K | Cut−$212.6K |
| Parkside Financial Bank & Trust | 226 | $17.1K | $1.33K | Added$1.33K |
| Golden State Equity Partners | 180 | $13.6K | — | New |
| NewEdge Advisors, LLC | 9.01K | $12.8K | −$614.7K | Cut−$676.2K |
| West Branch Capital LLC | 168 | $12.7K | $983 | Added$983 |
| CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 154 | $11.6K | — | New |
| Gen-Wealth Partners Inc | 150 | $11.3K | $880 | Cut−$2.6K |
| Newbridge Financial Services Group, Inc. | 150 | $11.3K | $879 | Added$879 |
| Caitlin John, LLC | 140 | $10.6K | — | New |
| WOLFF WIESE MAGANA LLC | 139 | $10.5K | $815 | Added$815 |
| HARBOR INVESTMENT ADVISORY, LLC | 100 | $7.55K | $586 | Added$586 |
| Costello Asset Management, INC | 100 | $7.55K | $586 | Added$586 |
| Colonial Trust Co / SC | 80 | $5.65K | — | New |
| JPMORGAN CHASE & CO | 60 | $4.24K | — | New |
| ROTHSCHILD INVESTMENT LLC | 40 | $3.02K | $235 | Added$235 |
| City State Bank | 33 | $2.49K | $193 | Added$193 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 17 | $1.28K | — | New |
| HRT FINANCIAL LP | 7.75K | $585 | — | New |
| GSA CAPITAL PARTNERS LLP | 3.73K | $282 | $22 | Added$22 |
| Cambridge Investment Research Advisors, Inc. | 3.72K | $281 | $22 | Added$14 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | $158 | $19 | Added$19 |
| CENTAURUS FINANCIAL, INC. | 1.37K | $103 | — | New |