| Fidelity | 386.6K | $39.5M | $2.21M | Added$2.23M |
| MORGAN STANLEY | 242.2K | $24.7M | $1.38M | Added$1.43M |
| RAYMOND JAMES FINANCIAL INC | 212.2K | $21.7M | $1.2M | Added$1.43M |
| WELLS FARGO & COMPANY/MN | 128.2K | $13.1M | $721.3K | Added$936.8K |
| Motley Fool Wealth Management, LLC | 87.8K | $8.96M | $502.1K | Cut−$2.82M |
| Barry Investment Advisors, LLC | 85K | $8.67M | $486K | Added$471.3K |
| Vontobel Holding Ltd. | 81.4K | $8.31M | $465.6K | Added$364.3K |
| SACHEM HILL LLC | 57K | $5.81M | $325.8K | Added$182K |
| SCHWERIN BOYLE CAPITAL MANAGEMENT INC | 52.3K | $5.34M | $299.4K | Cut−$291.6K |
| BANK OF AMERICA CORP /DE/ | 50.7K | $5.18M | $290.3K | Added$137.4K |
| LPL Financial LLC | 50.3K | $5.14M | $288K | Added$236.1K |
| EXCHANGE TRADED CONCEPTS, LLC | 45.4K | $4.63M | — | New |
| HighTower Advisors, LLC | 44.4K | $4.54M | $254.2K | Cut−$4.25M |
| UBS Group AG | 36.7K | $3.74M | $193.6K | Added$484.1K |
| Sankala Group LLC | 34.1K | $3.62M | −$113.4K | Added$1.71M |
| Avestar Capital, LLC | 15.8K | $1.61M | $87.1K | Added$145.5K |
| Bank of New York Mellon Corp | 14.7K | $1.5M | $26.9K | Added$1.05M |
| CSS LLC/IL | 13.8K | $1.41M | $79.1K | Cut−$143.4K |
| Gotham Asset Management, LLC | 12.6K | $1.29M | $72.1K | Added$72.1K |
| Maridea Wealth Management LLC | 11.3K | $1.16M | $48.5K | Added$339.8K |
| Arkadios Wealth Advisors | 8.99K | $917.2K | $51.4K | Added$51.4K |
| Beacon Pointe Advisors, LLC | 7.68K | $784.2K | $35.9K | Added$178.8K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 7.56K | $771.5K | $43.2K | Added$28.5K |
| Cetera Investment Advisers | 7.21K | $736.2K | $30.5K | Added$222.4K |
| ROYAL BANK OF CANADA | 7.21K | $736K | $22.7K | Added$357K |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 7.1K | $724.6K | — | New |
| JONES FINANCIAL COMPANIES LLLP | 6.98K | $692.1K | $13.7K | Added$221K |
| ROBERTS GLORE & CO INC /IL/ | 5.12K | $522.5K | $29.3K | Added$29.3K |
| JANE STREET GROUP, LLC | 5K | $509.9K | — | New |
| 3EDGE Asset Management, LP | 4.91K | $501.5K | $26.7K | Added$51.5K |
| Cornerstone Capital, Inc. | 4.36K | $445.2K | $25K | Added$25K |
| RITHOLTZ WEALTH MANAGEMENT | 4.05K | $413.9K | — | New |
| Icahn Capital | 3.83K | $390.4K | — | New |
| Core Wealth Partners LLC | 3.5K | $357.2K | $20K | Added$20K |
| MEITAV INVESTMENT HOUSE LTD | 3.17K | $323.5K | $18.1K | Added$18.1K |
| Essential Partners LLC | 2.95K | $301.4K | $13.4K | Added$76.1K |
| E&G Advisors, LP | 2.86K | $292.3K | $16.3K | Added$17.1K |
| Citadel | 2.73K | $278.4K | $15.6K | Cut−$1.53M |
| BROWN ADVISORY INC | 2.43K | $247.7K | $13.9K | Added$13.9K |
| Walkner Condon Financial Advisors LLC | 2.27K | $231.4K | $13K | Cut−$5.34K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 2.15K | $219.9K | $12.3K | Cut−$259.5K |
| Rockefeller Capital Management L.P. | 2.05K | $208.9K | $11.7K | Cut−$50K |
| PNC Financial Services Group, Inc. | 2.02K | $205.7K | $11.5K | Added$11.5K |
| Owl Creek Wealth Partners LLC | 1.57K | $160.1K | — | Held |
| HM PAYSON & CO | 1K | $102.1K | $5.72K | Added$5.72K |
| Western Wealth Management, LLC | 867 | $88.5K | — | New |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 833 | $85K | $3.11K | Added$32.7K |
| Larson Financial Group LLC | 632 | $64.5K | $3.61K | Added$3.62K |
| BlackRock, Inc. | 380 | $38.8K | — | New |
| BLAIR WILLIAM & CO/IL | 313 | $31.9K | $1.79K | Added$1.79K |
| OSAIC HOLDINGS, INC. | 302 | $30.8K | $1.16K | Added$11.4K |
| Bank of Jackson Hole Trust | 250 | $25.5K | — | New |
| NATIONAL BANK OF CANADA /FI/ | 250 | $25.4K | $1.33K | Added$1.33K |
| FIFTH THIRD BANCORP | 236 | $24.1K | — | New |
| Dunhill Financial, LLC | 200 | $20.4K | — | New |
| SBI Securities Co., Ltd. | 199 | $20.3K | $1.14K | Cut−$210 |
| AE Wealth Management LLC | 174 | $17.8K | $995 | Added$995 |
| CWM, LLC | 171 | $17.5K | $17.4K | Added$17.4K |
| NBT BANK N A /NY | 153 | $15.6K | $875 | Added$875 |
| Advisory Services Network, LLC | 125 | $12.8K | — | New |
| Allworth Financial LP | 122 | $12.4K | $696 | Added$696 |
| Federation des caisses Desjardins du Quebec | 120 | $12.2K | $286 | Added$7.43K |
| Ashton Thomas Private Wealth, LLC | 107 | $10.9K | — | New |
| Farther Finance Advisors, LLC | 85 | $8.84K | $613 | Cut−$2.38K |
| JPMORGAN CHASE & CO | 87 | $8.58K | $194 | Added$194 |
| Qube Research & Technologies Ltd | 72 | $7.35K | $412 | Added$412 |
| Bogart Wealth, LLC | 63 | $6.46K | $362 | Added$362 |
| 1620 INVESTMENT ADVISORS, INC. | 50 | $5.1K | $286 | Added$286 |
| Asset Dedication, LLC | 50 | $5.1K | $286 | Added$286 |
| Your Advocates Ltd., LLP | 49 | $5K | — | New |
| Steward Partners Investment Advisory, LLC | 40 | $4.08K | $228 | Cut−$21.4K |
| FLOW TRADERS U.S. LLC | 39.3K | $4.01K | — | New |
| Golden State Wealth Management, LLC | 22 | $2.28K | $127 | Added$127 |
| Tradewinds Capital Management, LLC | 20 | $2.04K | $115 | Added$115 |
| Virtu Financial LLC | 5.39K | $550 | — | New |
| CoreCap Advisors, LLC | 4 | $408 | $23 | Added$23 |
| INGALLS & SNYDER LLC | 2.73K | $279 | — | New |
| Tower Research Capital LLC (TRC) | 1 | $102 | $6 | Added$6 |
| HUNTINGTON NATIONAL BANK | 1 | $102 | $6 | Added$6 |
| Smithfield Trust Co | 925 | $94 | $5 | Added$5 |
| Hanson & Doremus Investment Management | 620 | $63 | $3 | Added$3 |
| BESSEMER GROUP INC | 412 | $42 | $2 | Added$2 |
| TSFG, LLC | 149 | $15 | $1 | Added$1 |