| Dynasty Wealth Management, LLC | 4.2M | $298.8M | −$965.9K | Cut−$287.9M |
| JPMORGAN CHASE & CO | 2.51M | $173.3M | −$5.82M | Cut−$287.5M |
| SAGESPRING WEALTH PARTNERS, LLC | 1.94M | $137.7M | $16.9M | Cut−$131.7M |
| OpenArc Corporate Advisory, LLC | 1.06M | $75.2M | −$243K | Cut−$10.4M |
| Quotient Wealth Partners, LLC | 206K | $14.7M | −$47.4K | Cut−$125.2M |
| UNIQUE WEALTH, LLC | 169.6K | $12.1M | −$39K | Cut−$9.41M |
| Centerline Wealth Advisors, LLC | 136K | $9.68M | −$31.3K | Cut−$9.72M |
| Mariner, LLC | 123.1K | $8.76M | −$28.3K | Cut−$401.7K |
| Storen Legacy Partners, LLC | 90K | $6.4M | — | New |
| Cyndeo Wealth Partners, LLC | 68.3K | $4.86M | −$15.7K | Cut−$2.23M |
| LPL Financial LLC | 32K | $2.28M | −$7.36K | Cut−$35.6K |
| RAYMOND JAMES FINANCIAL INC | 25.7K | $1.83M | −$5.91K | Cut−$46.4K |
| Platform Technology Partners | 24.6K | $1.75M | −$5.69K | Cut−$117K |
| ROYAL BANK OF CANADA | 18.6K | $1.32M | −$3.22K | Added$209K |
| Smart Portfolios, LLC | 17.4K | $1.24M | −$3.98K | Added$1.36K |
| Cardinal Point Capital Management ULC | 17.1K | $1.22M | — | New |
| Focus Partners Wealth | 17.1K | $1.22M | — | New |
| STIFEL FINANCIAL CORP | 16.4K | $1.16M | −$3.76K | Cut−$58.4K |
| Santori & Peters, Inc. | 15.1K | $1.08M | −$3.53K | Cut−$13.1K |
| PUREfi Wealth, LLC | 12.5K | $892.6K | −$2.89K | Cut−$416.2K |
| Fairvoy Private Wealth, LLC | 11.7K | $829.3K | −$2.68K | Cut−$593.8K |
| DecisionMap Wealth Management, LLC | 11.5K | $817.1K | −$2.63K | Cut−$2.39M |
| JANE STREET GROUP, LLC | 10.9K | $776.1K | — | New |
| Steward Partners Investment Advisory, LLC | 8.52K | $605.8K | −$1.87K | Added$19.5K |
| TritonPoint Partners, LLC | 8.37K | $595.6K | −$1.92K | Cut−$1.94M |
| MBL Wealth, LLC | 7.22K | $514K | −$1.59K | Added$19.7K |
| Kestra Advisory Services, LLC | 7.06K | $502.1K | −$1.63K | Cut−$72.6K |
| Traveka Wealth, LLC | 6.96K | $495.1K | −$1.6K | Cut−$469.1K |
| Tradition Wealth Management, LLC | 6.11K | $434.5K | −$1.4K | Cut−$36.7K |
| SeaCrest Wealth Management, LLC | 5.89K | $419.3K | −$10.4K | Cut−$10.4K |
| Madrona Financial Services, LLC | 5.68K | $403.9K | −$1.31K | Cut−$1.31K |
| Resonant Capital Advisors, LLC | 5.54K | $394.4K | −$1.28K | Cut−$1.27K |
| LEVEL FOUR ADVISORY SERVICES, LLC | 4.18K | $297.5K | −$963 | Cut−$4.1K |
| ENVESTNET ASSET MANAGEMENT INC | 4.05K | $287.9K | −$927 | Cut−$3.07K |
| GOLDMAN SACHS GROUP INC | 3.96K | $281.8K | — | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3.1K | $220.7K | −$767 | Cut−$71.1K |
| Creative Planning | 2.95K | $209.6K | — | New |
| OSAIC HOLDINGS, INC. | 2.06K | $146.5K | −$473 | Cut−$156.1K |
| Geneos Wealth Management Inc. | 1.67K | $118.8K | −$384 | Cut−$384 |
| MORGAN STANLEY | 1.65K | $117.2K | −$410 | Cut−$36.9K |
| Cornerstone Planning Group LLC | 802 | $64.7K | $5.62K | Added$5.86K |
| MAI Capital Management | 900 | $64K | −$207 | Cut−$7.34K |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 637 | $45.3K | −$147 | Cut−$147 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 374 | $26.6K | −$132 | Cut−$7.92K |
| NBC SECURITIES, INC. | 240 | $17.1K | −$55 | Cut−$55 |
| Arax Advisory Partners | 163 | $11.6K | −$38 | Cut−$38 |
| CoreCap Advisors, LLC | 70 | $4.98K | −$16 | Cut−$16 |
| Cambridge Investment Research Advisors, Inc. | 3.87K | $275 | −$0 | Added$48 |
| WELLS FARGO & COMPANY/MN | 1 | $66 | −$9 | Cut−$9 |