| MORGAN STANLEY | 642.6K | $8.02M | $115.7K | Cut−$498.7K |
| Z3 Capital Partners, LLC | 325.5K | $4.06M | $51.7K | Added$529.4K |
| Invesco Ltd. | 317.6K | $3.96M | $57.2K | Cut−$163.2K |
| ROYAL BANK OF CANADA | 300.6K | $3.75M | $53.9K | Added$88K |
| GUGGENHEIM CAPITAL LLC | 139.5K | $1.74M | $25.1K | Cut−$628K |
| WELLS FARGO & COMPANY/MN | 121.2K | $1.51M | $15.4K | Added$457.4K |
| OPPENHEIMER & CO INC | 115.2K | $1.44M | $19.1K | Added$135.6K |
| LPL Financial LLC | 108.3K | $1.35M | $16.2K | Added$245.6K |
| Live Oak Private Wealth LLC | 84.2K | $1.05M | $15.2K | Added$15.2K |
| Compound Planning, Inc. | 82.2K | $1.03M | $4.4K | Added$725.4K |
| UBS Group AG | 79.3K | $989.4K | $13.3K | Added$78.9K |
| &PARTNERS | 49.8K | $622.1K | $8.1K | Added$68.6K |
| Alessandra Capital Management, LLC | 49.5K | $618.1K | $8.26K | Added$53.5K |
| OSAIC HOLDINGS, INC. | 44.4K | $554.4K | $8K | Cut−$49.2K |
| RAYMOND JAMES FINANCIAL INC | 35.9K | $448.4K | $6.35K | Added$14.6K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 35.8K | $446.2K | $5.85K | Added$45.8K |
| C2C Wealth Management, LLC | 26.2K | $327.4K | $3.46K | Added$90.8K |
| UHLMANN PRICE SECURITIES, LLC | 25.6K | $319.8K | $4.55K | Added$11.6K |
| NWF Advisory Services Inc. | 23.9K | $298.3K | $4.3K | Cut−$48.6K |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 23.6K | $297.5K | $6.62K | Added$6.62K |
| Kovack Advisors, Inc. | 22.7K | $285.3K | $3.84K | Added$96.1K |
| WOLVERINE ASSET MANAGEMENT LLC | 22.1K | $275.9K | $3.98K | Cut−$23.1K |
| Kestra Advisory Services, LLC | 21.2K | $264.5K | — | New |
| Cyndeo Wealth Partners, LLC | 20.3K | $253.6K | $3.66K | Added$3.66K |
| BANK OF AMERICA CORP /DE/ | 19K | $237.3K | $3.42K | Cut−$7.73K |
| COMMONWEALTH EQUITY SERVICES, LLC | 16.8K | $209.3K | $2.99K | Added$4.48K |
| Garden State Investment Advisory Services LLC | 12.8K | $159.7K | — | New |
| XTX Topco Ltd | 12K | $149.2K | — | New |
| Cetera Investment Advisers | 10.2K | $127.7K | — | New |
| Farther Finance Advisors, LLC | 4.25K | $53.5K | $1.18K | Cut−$526.7K |
| FIFTH THIRD BANCORP | 4K | $49.9K | — | New |
| Greykasell Wealth Strategies, Inc. | 1.25K | $15.6K | $225 | Added$225 |
| Steward Partners Investment Advisory, LLC | 1.14K | $14.2K | $205 | Added$205 |
| Arax Advisory Partners | 1K | $12.5K | $180 | Added$180 |
| ASSETMARK, INC | 852 | $10.6K | $153 | Added$153 |
| West Branch Capital LLC | 523 | $6.53K | $89 | Added$239 |
| Cambridge Investment Research Advisors, Inc. | 29.5K | $368 | $6 | Cut−$434 |
| Rockefeller Capital Management L.P. | 29 | $362 | — | New |
| WHITTIER TRUST CO OF NEVADA INC | 22 | $276 | — | New |