| CWM, LLC | 862K | $94.1M | $93.7M | Added$94.1M |
| WELLS FARGO & COMPANY/MN | 513.4K | $56.1M | $3.8M | Added$2.17M |
| MORGAN STANLEY | 491.8K | $53.7M | $2.36M | Added$21.2M |
| BANK OF AMERICA CORP /DE/ | 457.4K | $50M | $3.28M | Added$4.86M |
| Cetera Investment Advisers | 412.5K | $45M | $2.98M | Added$4.1M |
| LPL Financial LLC | 402.6K | $44M | $2.96M | Added$3.24M |
| Linscomb Wealth, Inc. | 297.8K | $32.5M | $2.2M | Cut−$1.82M |
| Kestra Advisory Services, LLC | 225.1K | $24.6M | $862.6K | Added$12.7M |
| MB, LEVIS & ASSOCIATES, LLC | 158.2K | $17.3M | $1.16M | Added$1.34M |
| Focus Partners Wealth | 148K | $16.2M | $1.09M | Added$1.12M |
| ENVESTNET ASSET MANAGEMENT INC | 117.3K | $12.8M | $861K | Added$961.6K |
| RAYMOND JAMES FINANCIAL INC | 110K | $12M | $738.4K | Added$1.86M |
| AMERIPRISE FINANCIAL INC | 103.7K | $11.3M | $737.1K | Added$1.19M |
| UBS Group AG | 90.1K | $9.84M | $666K | Added$679K |
| Stonebridge Wealth Management, LLC | 85.5K | $9.34M | $632.8K | Cut−$75.8K |
| Mariner, LLC | 84.1K | $9.19M | $622.4K | Added$58.1K |
| OSAIC HOLDINGS, INC. | 83.6K | $9.13M | $551.6K | Added$1.54M |
| Evanson Asset Management, LLC | 76.5K | $8.35M | $565.9K | Added$240.9K |
| WIN ADVISORS, INC | 76K | $8.3M | — | New |
| ROYAL BANK OF CANADA | 66.8K | $7.3M | $474.3K | Added$764K |
| Stratos Wealth Partners, LTD. | 64.1K | $7M | $28.5K | Added$6.6M |
| 1 NORTH WEALTH SERVICES LLC | 62.8K | $6.86M | $464.6K | Added$235.9K |
| JPMORGAN CHASE & CO | 62.5K | $6.77M | $339.5K | Added$1.38M |
| Wealthspire Retirement, LLC | 57.2K | $6.25M | $391.9K | Added$857.5K |
| PRECEDENT WEALTH PARTNERS, LLC | 54.8K | $5.98M | $405.4K | Cut−$25.4K |
| Private Advisor Group, LLC | 48.4K | $5.28M | $358K | Cut−$2.07M |
| FFG RETIREMENT ADVISORS LLC | 44.3K | $4.84M | $315.6K | Added$498.7K |
| GOLDMAN SACHS GROUP INC | 43.4K | $4.74M | $321.2K | Added$321.2K |
| CAPTRUST FINANCIAL ADVISORS | 39.4K | $4.3M | $291.5K | Added$266.5K |
| COMMONWEALTH EQUITY SERVICES, LLC | 37.8K | $4.13M | $266.2K | Added$469.2K |
| JONES FINANCIAL COMPANIES LLLP | 37.1K | $3.99M | $203.5K | Added$439.2K |
| Mutual Advisors, LLC | 34K | $3.72M | $251.9K | Added$247.2K |
| JT Stratford LLC | 31.9K | $3.49M | $215.3K | Added$525.5K |
| Avidian Wealth Enterprises, LLC | 31.4K | $3.43M | — | New |
| Catalyst Investment Management LLC | 26.2K | $2.91M | $233.8K | Cut−$480.3K |
| Apella Capital, LLC | 26.2K | $2.9M | $19.5K | Added$2.68M |
| INVENIO WEALTH PARTNERS LLC | 26K | $2.83M | $192.1K | Cut−$15.9M |
| HighTower Advisors, LLC | 24K | $2.62M | $176.8K | Added$189K |
| D.A. DAVIDSON & CO. | 23.5K | $2.57M | $138.9K | Added$659.9K |
| BLAIR WILLIAM & CO/IL | 21.8K | $2.38M | $161.3K | Added$146K |
| Orion Porfolio Solutions, LLC | 21.5K | $2.35M | $159.1K | Cut−$239K |
| COMMERCE BANK | 21.5K | $2.34M | $158.8K | Cut−$49.4K |
| Avantax Planning Partners, Inc. | 20.7K | $2.26M | $153.3K | Cut−$37.1K |
| CENTRAL TRUST Co | 20.7K | $2.26M | $137.7K | Added$365.1K |
| Creative Planning | 20.2K | $2.21M | $149.6K | Added$149.6K |
| TRUIST FINANCIAL CORP | 19.4K | $2.12M | $143.6K | Added$26K |
| Cherry Tree Wealth Management, LLC | 16.5K | $1.8M | $122.1K | Added$60.4K |
| J.W. COLE ADVISORS, INC. | 16.1K | $1.76M | $118.6K | Added$123.3K |
| Envestnet Portfolio Solutions, Inc. | 15.8K | $1.73M | $111.7K | Added$189.4K |
| Barnes Wealth Management Group, Inc | 15.7K | $1.71M | $115.9K | Added$63.4K |
| World Investment Advisors | 15.3K | $1.67M | $113.4K | Added$110.5K |
| Virtus Family Office LLC | 15.3K | $1.67M | $110.3K | Added$148.9K |
| Dynamic Advisor Solutions LLC | 14.7K | $1.6M | $92.5K | Added$329.4K |
| Keebeck Wealth Management | 14.6K | $1.59M | $108.1K | Added$108.1K |
| Community Bank, N.A. | 14.5K | $1.58M | $106.1K | Added$120.1K |
| HUNTINGTON NATIONAL BANK | 13.8K | $1.51M | — | New |
| Dickmeyer Boyce Financial Management, Inc. | 12.7K | $1.38M | — | Held |
| Axis Wealth Partners, LLC | 13.4K | $1.38M | $44.9K | Added$85.1K |
| Rockefeller Capital Management L.P. | 12.6K | $1.38M | $90.6K | Added$129.7K |
| UHLMANN PRICE SECURITIES, LLC | 12.3K | $1.35M | $91.4K | Added$86.3K |
| MML INVESTORS SERVICES, LLC | 12.2K | $1.33M | $90.2K | Cut−$122.5K |
| Americana Partners, LLC | 12.2K | $1.33M | $89.9K | Added$89.9K |
| Merit Financial Group, LLC | 11.8K | $1.28M | $87K | Added$30.2K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 11.6K | $1.26M | $85.5K | Added$82.7K |
| NORTHERN TRUST CORP | 11.3K | $1.24M | $84K | Added$84K |
| STIFEL FINANCIAL CORP | 10.9K | $1.2M | $65.8K | Added$289.8K |
| Melone Private Wealth, LLC | 10.8K | $1.18M | $79.6K | Added$71.5K |
| ArchPoint Investors | 10.4K | $1.14M | $77K | Added$77K |
| Hershey Financial Advisers, LLC | 10.2K | $1.11M | — | New |
| AssuredPartners Investment Advisors, LLC | 10.2K | $1.11M | $73.9K | Added$18.2K |
| SBI Securities Co., Ltd. | 9.54K | $1.04M | $70.6K | Added$40.2K |
| Waverly Advisors, LLC | 9.24K | $1.01M | $68.4K | Added$39.5K |
| Advisory Services Network, LLC | 8.95K | $977.3K | $66.3K | Added$66.8K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 8.54K | $933.3K | $61.1K | Added$93.3K |
| Farther Finance Advisors, LLC | 8.18K | $888.8K | $55.7K | Added$20.3K |
| Oxinas Partners, LLC | 8.04K | $878.1K | $59.5K | Added$16.2K |
| TFC Financial Management, Inc. | 7.95K | $868K | $58.8K | Added$35.9K |
| ShoreHaven Wealth Partners, LLC | 7.94K | $867K | $58.7K | Cut−$405.1K |
| FIFTH THIRD BANCORP | 7.9K | $862.8K | $8.14K | Added$750.8K |
| Corient Private Wealth LLC | 7.78K | $849.9K | — | New |
| Fifth Third Securities, Inc. | 7.52K | $821.3K | $55.6K | Added$43.6K |
| Fidelity | 7.51K | $820.3K | $54.9K | Added$65.4K |
| Cerity Partners LLC | 6.98K | $762.4K | $22.2K | Added$457K |
| Sanctuary Advisors, LLC | 6.96K | $759.9K | $51.5K | Added$51.6K |
| Maridea Wealth Management LLC | 6.76K | $738.8K | $50.1K | Added$50.1K |
| Clearwater Capital Advisors, LLC | 6.32K | $689.9K | $45K | Added$70.7K |
| MERCER GLOBAL ADVISORS INC /ADV | 6.22K | $679.9K | $46.1K | Added$13.9K |
| Icahn Capital | 6.14K | $670.5K | $22.2K | Added$364.2K |
| Savant Capital, LLC | 5.88K | $642.8K | $43.5K | Added$43.5K |
| Passive Capital Management, LLC. | 5.76K | $629.3K | $42.6K | Added$42.6K |
| U.S. Capital Wealth Advisors, LLC | 5.62K | $614.3K | $41.6K | Added$41.6K |
| Vivaldi Capital Management LP | 5.38K | $587.9K | $22.5K | Added$277.7K |
| COLDSTREAM CAPITAL MANAGEMENT INC | 5.3K | $578.6K | $39.2K | Added$37.8K |
| Harfst & Associates, Inc. | 5.04K | $550K | $34.7K | Added$72.3K |
| MSH Capital Advisors LLC | 5.03K | $549.6K | $36.6K | Added$45.7K |
| Avestar Capital, LLC | 4.96K | $541.5K | $33.7K | Added$78.4K |
| FLAGSHIP HARBOR ADVISORS, LLC | 4.95K | $540.2K | $36.2K | Added$42.7K |
| Independent Advisor Alliance | 4.94K | $539.6K | — | New |
| Relyea Zuckerberg Hanson LLC | 4.89K | $534.2K | $36.2K | Added$29.2K |
| Elk River Wealth Management LLC | 4.74K | $517.9K | $35.1K | Cut−$21.7K |
| Nelson Capital Management, LLC | 4.7K | $513.3K | $34.8K | Added$34.8K |
| Avior Wealth Management, LLC | 4.58K | $500.6K | $33.9K | Added$33.8K |
| NATIONAL BANK OF CANADA /FI/ | 4.5K | $491.6K | $33.5K | Added$33.5K |
| EFG International AG | 4.45K | $485.9K | $32.9K | Cut−$64.8K |
| GSG Advisors LLC | 4.44K | $485.4K | $32.9K | Cut−$10.8K |
| Capital Investment Advisors, LLC | 4.35K | $474.8K | $32.2K | Added$32.2K |
| Fiduciary Trust Co | 4.2K | $458.2K | $31K | Added$31K |
| Integrated Wealth Concepts LLC | 4.15K | $452.8K | — | New |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 4.13K | $450.9K | $30.5K | Cut−$2.44M |
| Maltin Wealth Management, Inc. | 3.96K | $432.9K | $29.3K | Cut−$12.2K |
| Steward Partners Investment Advisory, LLC | 3.94K | $430.5K | $29.2K | Added$29.2K |
| Tempus Wealth Planning, LLC | 3.91K | $426.6K | $28.9K | Added$20.1K |
| Western Wealth Management, LLC | 3.87K | $422.8K | $27.7K | Added$40.6K |
| EVOLUTION WEALTH MANAGEMENT INC. | 3.83K | $418.9K | $26.7K | Added$50.9K |
| Capital Advisors Wealth Management, LLC | 3.83K | $418.7K | $28.2K | Added$30.8K |
| Gateway Wealth Partners, LLC | 3.82K | $417.2K | — | New |
| Summit Financial, LLC | 3.75K | $409.8K | $27.8K | Added$27.8K |
| CALDWELL SUTTER CAPITAL, INC. | 3.72K | $406.5K | $20.6K | Added$122.4K |
| Horizon Investments, LLC | 3.63K | $395.5K | $13.1K | Added$210.8K |
| Tilson Financial Group, Inc. | 3.57K | $390.1K | $26.3K | Added$28.6K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 3.54K | $385K | $19K | Cut−$328.1K |
| BlackRock, Inc. | 3.52K | $384.3K | $18.6K | Added$127.9K |
| Comprehensive Financial Consultants Institutional, Inc. | 3.48K | $380.4K | $25.8K | Added$25.8K |
| Sequoia Financial Advisors, LLC | 3.44K | $375.3K | $25.4K | Added$2.61K |
| 17 CAPITAL PARTNERS, LLC | 3.42K | $373.1K | $23.4K | Added$51.8K |
| OPPENHEIMER & CO INC | 3.38K | $368.8K | $25K | Cut−$29.1K |
| Concurrent Investment Advisors, LLC | 3.37K | $368.5K | $22K | Added$66K |
| M&T Bank Corp | 3.36K | $366.9K | $24.9K | Added$24.9K |
| Tranquility Partners, LLC | 3.36K | $366.7K | $24.8K | Added$24.8K |
| SCHNIEDERS CAPITAL MANAGEMENT, LLC. | 3.34K | $364.8K | $24.7K | Added$24.7K |
| Mullooly Asset Management, Inc. | 3.31K | $361.5K | $24.4K | Added$26.8K |
| NBC SECURITIES, INC. | 3.27K | $357.1K | $24.2K | Cut−$16.7K |
| VAUGHAN & Co SECURITIES, INC. | 3.24K | $354.2K | $24K | Added$24K |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 3.14K | $343.1K | $21.5K | Added$47.8K |
| Atria Investments, Inc | 3K | $328.2K | $22.2K | Cut−$20.1K |
| Clear Trail Advisors, LLC | 3K | $327.7K | $22.2K | Added$22.2K |
| COMPASS CAPITAL MANAGEMENT, INC | 3K | $327.7K | — | New |
| Blue Trust, Inc. | 2.9K | $317K | $21.5K | Added$21.5K |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 2.89K | $315.4K | $20.3K | Added$36.6K |
| OLD NATIONAL BANCORP /IN/ | 2.89K | $315.2K | $21.4K | Added$21.4K |
| Ranch Capital Advisors Inc. | 2.86K | $312.2K | $21K | Added$22.3K |
| Focus Partners Advisor Solutions, LLC | 2.84K | $310.6K | $21K | Added$21K |
| Equitable Holdings, Inc. | 2.96K | $301K | $0 | Added$14.8K |
| INTERACTIVE FINANCIAL ADVISORS, INC. | 2.75K | $300.9K | $20.3K | Added$4.55K |
| Friday Financial | 2.75K | $300.8K | $20.4K | Added$20.4K |
| MOR Wealth Management, LLC | 2.72K | $297.5K | $20.2K | Added$20.2K |
| Wick Capital Partners, LLC | 2.69K | $293.9K | $19.9K | Added$19.9K |
| Cooper Financial Group | 2.6K | $283.6K | $19.3K | Added$1.53K |
| Richardson Capital Management LLC | 2.54K | $277.7K | — | New |
| WEBSTER BANK, N. A. | 2.51K | $274.1K | $18.6K | Added$18.6K |
| DAVENPORT & Co LLC | 2.5K | $273.6K | $18.5K | Added$18.5K |
| CHOREO, LLC | 2.5K | $273.6K | $17.3K | Added$17.3K |
| IEQ CAPITAL, LLC | 2.5K | $273.4K | $18.4K | Added$20.2K |
| STEPHENS INC /AR/ | 2.5K | $273.1K | $14.8K | Added$69.4K |
| Signal Advisors Wealth, LLC | 2.5K | $272.6K | $18K | Added$24.1K |
| Revisor Wealth Management LLC | 2.5K | $272.5K | $7.27K | Added$7.27K |
| CARDIFF PARK ADVISORS, LLC | 2.35K | $256.9K | $17.4K | Added$18.2K |
| Powers Advisory Group, LLC | 2.35K | $256.3K | $15.1K | Added$49.3K |
| J. L. Bainbridge & Co., Inc. | 2.31K | $251.9K | $17.1K | Added$17.1K |
| Beacon Pointe Advisors, LLC | 2.29K | $249.7K | — | New |
| US BANCORP \DE\ | 2.27K | $248.5K | $16.8K | Added$16.8K |
| Apollon Wealth Management, LLC | 2.27K | $248.4K | $16.8K | Cut−$95.5K |
| FOUNDERS FINANCIAL SECURITIES LLC | 2.09K | $231K | $18.3K | Added$18.3K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 2.12K | $231K | $15.7K | Added$15.7K |
| CoreCap Advisors, LLC | 2.02K | $221.2K | $8.26K | Added$107.5K |
| Wealthspire Advisors, LLC | 2K | $218.4K | — | New |
| MidFirst Bank | 1.96K | $213.5K | $14.5K | Cut−$11.7K |
| PMG Wealth Management, Inc. | 1.95K | $213K | — | New |
| Institute for Wealth Management, LLC. | 1.94K | $211.4K | — | New |
| CV Advisors LLC | 1.9K | $207.5K | — | New |
| Avant Capital LLC | 1.89K | $206.7K | $14K | Cut−$24.5K |
| GREAT VALLEY ADVISOR GROUP, INC. | 1.89K | $205.8K | $13.8K | Cut−$13.4K |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 1.88K | $205K | — | New |
| Gemmer Asset Management LLC | 1.88K | $204.8K | — | New |
| B. Riley Wealth Advisors, Inc. | 1.87K | $202K | $12K | Cut−$69.2K |
| Geneos Wealth Management Inc. | 1.42K | $154.8K | $10.5K | Cut−$14.9K |
| Cassaday & Co Wealth Management LLC | 1.37K | $149.4K | — | New |
| Aptus Capital Advisors, LLC | 1.35K | $148K | $10K | Added$10.1K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 1.19K | $130K | $8.81K | Cut−$27.4K |
| Clearstead Advisors, LLC | 1.16K | $126.6K | $8.58K | Added$8.58K |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 1.1K | $120.4K | $8.16K | Added$8.15K |
| HARBOUR INVESTMENTS, INC. | 1.1K | $119.8K | — | New |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 1.07K | $117.5K | $7.95K | Added$8.39K |
| Arax Advisory Partners | 1K | $109.7K | $7.43K | Added$7.43K |
| Independence Bank of Kentucky | 1K | $109.2K | $7.4K | Added$7.4K |
| IFP Advisors, Inc | 977 | $106.7K | $7.23K | Added$7.23K |
| Western Pacific Wealth Management, LP | 972 | $106.2K | $7.19K | Added$7.19K |
| Citizens National Bank Trust Department | 939 | $102.6K | $6.95K | Added$6.95K |
| Parvin Asset Management, LLC | 938 | $102.4K | $6.94K | Added$6.94K |
| Steigerwald, Gordon & Koch Inc. | 912 | $99.6K | $6.75K | Added$6.75K |
| Torren Management, LLC | 858 | $93.8K | — | New |
| Ancora Advisors LLC | 840 | $91.8K | $6.29K | Added$6.4K |
| BOK Financial Private Wealth, Inc. | 827 | $90.3K | $6.12K | Added$6.12K |
| NewEdge Advisors, LLC | 78.5K | $78.5K | −$871K | Cut−$801.1K |
| Triumph Capital Management | 700 | $76.5K | $5.18K | Added$5.18K |
| First Command Advisory Services, Inc. | 615 | $67.2K | $4.55K | Cut−$1.35K |
| Key Financial Inc | 594 | $64.9K | $3.48K | Added$17K |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | 525 | $57.3K | — | New |
| Salomon & Ludwin, LLC | 514 | $55.9K | $2.89K | Added$2.89K |
| Glen Eagle Advisors, LLC | 510 | $55.7K | $3.12K | Added$11.7K |
| Federation des caisses Desjardins du Quebec | 500 | $54.6K | $3.7K | Added$3.7K |
| Crews Bank & Trust | 469 | $51.2K | $3.47K | Added$3.47K |
| Opal Wealth Advisors, LLC | 456 | $49.8K | — | New |
| Colonial Trust Co / SC | 446 | $48.7K | $3.3K | Added$3.3K |
| ROTHSCHILD INVESTMENT LLC | 416 | $45.5K | $3.08K | Added$3.08K |
| Strategic Wealth Partners, Ltd. | 408 | $44.6K | $3.02K | Added$3.02K |
| TOMPKINS FINANCIAL CORP | 395 | $43.1K | $2.92K | Added$2.92K |
| Larson Financial Group LLC | 392 | $42.8K | $2.92K | Added$3.03K |
| PRIVATE TRUST CO NA | 384 | $41.9K | $2.84K | Added$2.84K |
| AdvisorNet Financial, Inc | 383 | $41.9K | $2.88K | Added$3.1K |
| N.E.W. Advisory Services LLC | 309 | $33.8K | $2.29K | Added$2.29K |
| GLENMEDE TRUST CO NA | 300 | $32.8K | $2.22K | Added$2.22K |
| FINANCIAL CONSULATE, INC | 295 | $32.2K | $2.18K | Added$2.18K |
| GAMMA Investing LLC | 287 | $31.3K | $2.12K | Added$2.12K |
| MAI Capital Management | 282 | $30.8K | $2.09K | Added$2.09K |
| ASSETMARK, INC | 262 | $28.6K | $1.94K | Cut−$23.5K |
| PARK NATIONAL CORP /OH/ | 259 | $28.3K | — | New |
| Orion Capital Management LLC | 244 | $26.6K | $1.81K | Added$1.81K |
| Silver Grove Financial Group, Inc. | 231 | $25.2K | — | New |
| Russell Investments Group, Ltd. | 216 | $23.6K | $1.6K | Added$479 |
| AE Wealth Management LLC | 194 | $21.2K | $1.28K | Added$3.57K |
| Synergy Investment Management, LLC | 182 | $19.9K | — | New |
| CBIZ Investment Advisory Services, LLC | 167 | $18.2K | $1.24K | Added$1.24K |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 165 | $17.9K | $1.12K | Added$1.12K |
| Caldwell Trust Co | 150 | $16.4K | $1.11K | Added$1.11K |
| GHP Investment Advisors, Inc. | 145 | $15.8K | — | New |
| BANK OF MONTREAL /CAN/ | 133 | $14.5K | $984 | Cut−$17.9K |
| Rialto Wealth Management, LLC | 125 | $13.7K | $925 | Added$925 |
| Sunbelt Securities, Inc. | 100 | $10.9K | $740 | Added$740 |
| ARCADIA INVESTMENT MANAGEMENT CORP/MI | 83 | $9.07K | — | New |
| REAP Financial Group, LLC | 68 | $7.43K | $503 | Added$503 |
| Qube Research & Technologies Ltd | 45 | $4.92K | $333 | Cut−$21.6K |
| Cambridge Investment Research Advisors, Inc. | 38.3K | $4.18K | $272 | Added$444 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 34 | $3.71K | $251 | Added$251 |
| LVM CAPITAL MANAGEMENT LTD/MI | 29.1K | $3.17K | $215 | Added$189 |
| SIGNATUREFD, LLC | 26 | $2.84K | $193 | Added$193 |
| Smartleaf Asset Management LLC | 23 | $2.49K | $136 | Added$136 |
| Janney Montgomery Scott LLC | 20.2K | $2.21K | $150 | Added$110 |
| Asset Dedication, LLC | 14 | $1.53K | $104 | Added$104 |
| Capital Advisors, Ltd. LLC | 7.63K | $833 | $56 | Added$57 |
| Root Financial Partners, LLC | 4 | $437 | $30 | Added$30 |
| PARK AVENUE SECURITIES LLC | 3.76K | $411 | $28 | Added$17 |
| DELTA CAPITAL MANAGEMENT LLC | 2K | $218 | $14 | Added$14 |
| Tower Research Capital LLC (TRC) | 2 | $218 | $14 | Cut−$58.6K |
| Glass Jacobson Investment Advisors llc | 1 | $110 | $15 | Cut−$176 |
| EverSource Wealth Advisors, LLC | 1 | $109 | $7 | Added$7 |
| CX Institutional | 500 | $55 | — | New |
| Hanson & Doremus Investment Management | 135 | $15 | $1 | Added$1 |