| Bank of New York Mellon Corp | 315K | $13.4M | −$194.3K | Added$2.25M |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 284.9K | $12.1M | −$155.2K | Added$3.22M |
| Pinnacle Wealth Planning Services, Inc. | 220.3K | $9.37M | −$161.3K | Added$112.8K |
| ROYAL BANK OF CANADA | 143.8K | $6.12M | −$108.3K | Cut−$63K |
| Treasure Coast Financial Planning | 143.4K | $6.11M | −$101.9K | Added$271.8K |
| EP Wealth Advisors, LLC | 93.6K | $3.98M | — | New |
| Watchman Group, Inc. | 66.5K | $2.83M | −$47.4K | Added$110.1K |
| BANK OF AMERICA CORP /DE/ | 59.4K | $2.53M | −$40.8K | Added$190.3K |
| JOURNEY STRATEGIC WEALTH LLC | 33.2K | $1.41M | −$25K | Cut−$7.09M |
| Note Advisors, LLC | 32.9K | $1.4M | −$30.5K | Added$64.1K |
| HighTower Advisors, LLC | 32.7K | $1.39M | — | New |
| 1620 INVESTMENT ADVISORS, INC. | 29.3K | $1.25M | −$21.6K | Added$11.3K |
| Atria Investments, Inc | 26.6K | $1.13M | −$19K | Added$43.5K |
| Shum Financial Group, Inc. | 24.8K | $1.05M | −$17.7K | Added$39.4K |
| Private Advisor Group, LLC | 22.2K | $946.5K | −$16.8K | Cut−$20K |
| JANE STREET GROUP, LLC | 22.2K | $943K | −$13.6K | Added$162.2K |
| RAYMOND JAMES FINANCIAL INC | 14.7K | $624.8K | −$10.8K | Added$5.51K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 13.4K | $569.3K | −$10.1K | Cut−$278K |
| Sanctuary Advisors, LLC | 12.5K | $533.8K | −$5.31K | Added$228.8K |
| LPL Financial LLC | 11.9K | $505.2K | −$8.97K | Cut−$44.2K |
| Valmark Advisers, Inc. | 10.5K | $446K | −$7.91K | Cut−$13.4K |
| Advyzon Investment Management, LLC | 7.96K | $339K | −$6.01K | Cut−$57.8K |
| PNC Financial Services Group, Inc. | 7.2K | $306.5K | −$4.86K | Added$26.9K |
| ENVESTNET ASSET MANAGEMENT INC | 6.9K | $293.5K | −$4.74K | Added$21.9K |
| PRIVATE TRUST CO NA | 3.95K | $168K | −$2.98K | Cut−$2.98K |
| MORGAN STANLEY | 2.38K | $101.1K | −$1.8K | Cut−$905 |
| NATIONAL BANK OF CANADA /FI/ | 1.1K | $46.8K | — | New |
| Collier Financial | 910 | $38.7K | −$730 | Cut−$687 |
| Root Financial Partners, LLC | 813 | $34.6K | — | New |
| Geneos Wealth Management Inc. | 750 | $31.9K | −$570 | Cut−$570 |
| Farther Finance Advisors, LLC | 750 | $31.8K | −$441 | Added$11K |
| NBC SECURITIES, INC. | 672 | $28.6K | −$507 | Cut−$507 |
| CWM, LLC | 424 | $18.1K | $13.7K | Added$18K |
| IFP Advisors, Inc | 401 | $17.1K | −$182 | Added$6.58K |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 343 | $14.6K | −$302 | Cut−$302 |
| EverSource Wealth Advisors, LLC | 145 | $6.18K | −$105 | Cut−$62 |
| OSAIC HOLDINGS, INC. | 144 | $6.11K | −$124 | Cut−$9.18K |
| ASSETMARK, INC | 126 | $5.36K | −$95 | Cut−$95 |
| MAI Capital Management | 101 | $4.3K | −$76 | Cut−$76 |
| AdvisorNet Financial, Inc | 71 | $3.02K | −$53 | Cut−$53 |
| Godfrey Financial Associates, Inc. | 62 | $2.64K | −$47 | Cut−$47 |
| AE Wealth Management LLC | 57 | $2.43K | −$43 | Cut−$43 |
| Destiny Wealth Partners, LLC | 56 | $2.37K | — | New |
| Sound Income Strategies, LLC | 37 | $1.57K | −$41 | Cut−$41 |
| Advisory Services Network, LLC | 34 | $1.46K | — | New |
| Graney & King, LLC | 11 | $468 | — | New |
| Transamerica Financial Advisors, LLC | 1 | $52 | −$2 | Cut−$2 |
| WELLS FARGO & COMPANY/MN | 1 | $26 | −$13 | Cut−$13 |