| Focus Partners Wealth | 1,245,185 | 11.7% | −90,333 |
| Shaker Financial Services, LLC | 664,992 | 6.3% | +292,949 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 356,979 | 3.4% | +62,085 |
| CSS LLC/IL | 122,529 | 1.2% | +3,780 |
| SCOTIA CAPITAL INC. | 108,784 | 1.0% | −1,259 |
| Advisors Asset Management, Inc. | 106,335 | 1.0% | −919 |
| MORGAN STANLEY | 96,684 | 0.9% | +5,922 |
| GatePass Capital, LLC | 57,374 | 0.5% | −55,485 |
| FIRST MANHATTAN CO. LLC. | 44,280 | 0.4% | +0 |
| OPPENHEIMER & CO INC | 36,489 | 0.3% | +15,117 |
| RAYMOND JAMES FINANCIAL INC | 34,054 | 0.3% | +2,014 |
| LANARK FINANCIAL, INC. | 26,664 | 0.3% | +10,007 |
| Permanent Capital Management, LP | 22,114 | 0.2% | — |
| COMMONWEALTH EQUITY SERVICES, LLC | 21,854 | 0.2% | +5,644 |
| Cetera Investment Advisers | 20,443 | 0.2% | +571 |
