| MORGAN STANLEY | 112.8K | $8.09M | −$11.5K | Cut−$127.7K |
| COURIER CAPITAL LLC | 74.9K | $5.37M | −$7.55K | Added$45K |
| BANK OF AMERICA CORP /DE/ | 71.1K | $5.1M | −$5.56K | Added$1.17M |
| UBS Group AG | 52K | $3.73M | −$5.36K | Cut−$154.2K |
| Vontobel Holding Ltd. | 34.8K | $2.49M | −$3.57K | Cut−$17.9K |
| Virtus Family Office LLC | 27.3K | $1.96M | −$2.72K | Added$50.5K |
| Bank of New York Mellon Corp | 25.9K | $1.86M | −$791 | Added$1.29M |
| JANE STREET GROUP, LLC | 24.2K | $1.73M | −$1.81K | Added$466.1K |
| RAYMOND JAMES FINANCIAL INC | 19.6K | $1.4M | −$2.07K | Cut−$6.74K |
| Gotham Asset Management, LLC | 15.2K | $1.09M | −$1.56K | Cut−$1.56K |
| LPL Financial LLC | 13.8K | $989.3K | −$1.43K | Added$12.3K |
| WELLS FARGO & COMPANY/MN | 10.4K | $747.5K | −$1.02K | Added$42.7K |
| OSAIC HOLDINGS, INC. | 10.2K | $733.2K | −$742 | Added$242.5K |
| Lynx Investment Advisory | 8.94K | $641.6K | −$589 | Added$240.2K |
| Baird Financial Group, Inc. | 8.02K | $575.5K | −$835 | Cut−$2.92K |
| Kestra Advisory Services, LLC | 7.5K | $538.2K | −$88 | Added$484.1K |
| 3EDGE Asset Management, LP | 7.57K | $525.8K | −$19.7K | Cut−$2.27M |
| HighTower Advisors, LLC | 6.6K | $473.2K | −$677 | Cut−$5.27K |
| Financial Perspectives, Inc | 6.04K | $432.9K | −$624 | Cut−$481 |
| RWA WEALTH PARTNERS, LLC | 5.84K | $418.9K | −$599 | Cut−$599 |
| COMMONWEALTH EQUITY SERVICES, LLC | 5.22K | $374.3K | −$547 | Cut−$511.3K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 4.83K | $346.5K | — | New |
| Sovereign Financial Group, Inc. | 4.69K | $336.5K | −$481 | Cut−$96.5K |
| STIFEL FINANCIAL CORP | 4.61K | $331K | −$504 | Added$7.46K |
| KAVAR CAPITAL PARTNERS GROUP, LLC | 4.31K | $309K | — | New |
| ROYAL BANK OF CANADA | 4.07K | $292K | $205 | Added$2K |
| Stratos Wealth Partners, LTD. | 3.87K | $277.6K | −$397 | Cut−$397 |
| Advisory Services Network, LLC | 3.38K | $242.5K | −$346 | Cut−$346 |
| JPMORGAN CHASE & CO | 3.29K | $227.8K | −$8.2K | Cut−$8.2K |
| FIFTH THIRD BANCORP | 2.14K | $153.5K | — | New |
| SBI Securities Co., Ltd. | 1.67K | $119.6K | −$171 | Cut−$99 |
| JONES FINANCIAL COMPANIES LLLP | 1.55K | $106.7K | −$4.18K | Cut−$1.42K |
| ATLAS CAPITAL ADVISORS INC. | 1.46K | $104.9K | −$150 | Cut−$150 |
| Dunhill Financial, LLC | 1.32K | $94.8K | −$96 | Cut−$383 |
| Rockefeller Capital Management L.P. | 1.31K | $93.8K | −$134 | Cut−$134 |
| PNC Financial Services Group, Inc. | 1.13K | $81.3K | −$116 | Cut−$116 |
| Front Row Advisors LLC | 1.08K | $77.6K | −$111 | Cut−$111 |
| Capital Investment Advisory Services, LLC | 700 | $50.2K | −$72 | Cut−$72 |
| CITIGROUP INC | 550 | $39.5K | — | New |
| TD Waterhouse Canada Inc. | 500 | $36.3K | $445 | Cut−$30K |
| Migdal Insurance & Financial Holdings Ltd. | 470 | $33.7K | $33.7K | Added$33.7K |
| BANK OF MONTREAL /CAN/ | 395 | $28.3K | −$40 | Cut−$40 |
| HARBOR INVESTMENT ADVISORY, LLC | 370 | $26.5K | −$38 | Cut−$38 |
| Fidelity | 356 | $25.5K | −$20 | Added$15.3K |
| CWM, LLC | 300 | $21.5K | $21.5K | Added$21.5K |
| ROTHSCHILD INVESTMENT LLC | 270 | $19.4K | −$28 | Cut−$28 |
| NATIONAL BANK OF CANADA /FI/ | 200 | $14.3K | −$12 | Cut−$12 |
| Cherry Tree Wealth Management, LLC | 176 | $12.6K | −$18 | Cut−$18 |
| Steward Partners Investment Advisory, LLC | 175 | $12.6K | −$18 | Cut−$18 |
| CONSULTIVA WEALTH MANAGEMENT, CORP. | 97 | $6.96K | −$10 | Cut−$10 |
| BLAIR WILLIAM & CO/IL | 95 | $6.82K | −$9 | Cut−$9 |
| Allworth Financial LP | 83 | $5.95K | −$9 | Cut−$9 |
| Virginia Estate & Retirement Planning Advisors Inc. | 162 | $5.82K | — | Held |
| LRI Investments, LLC | 44 | $3.16K | −$5 | Cut−$5 |
| Lodestone Wealth Management LLC | 18 | $1.29K | −$2 | Cut−$2 |
| US BANCORP \DE\ | 8 | $574 | −$1 | Cut−$1 |
| MAI Capital Management | 5 | $359 | −$1 | Cut−$1 |
| Farther Finance Advisors, LLC | 4 | $290 | $3 | Added$3 |
| Cambridge Investment Research Advisors, Inc. | 3.66K | $263 | $0 | Held |
| CX Institutional | 1.92K | $138 | −$0 | Held |
| Forum Finance Group S.A. | 2.33K | $135 | — | Held |
| TSFG, LLC | 26 | $2 | $0 | Held |