| Pasadena Private Wealth, LLC | 2.29M | $31.9M | — | New |
| Federation des caisses Desjardins du Quebec | 2.22M | $31.1M | −$956.5K | Cut−$1.22M |
| Fidelity | 1.94M | $27.1M | −$836.1K | Cut−$836.1K |
| Carrera Capital Advisors | 1.74M | $24.3M | −$389.9K | Added$17M |
| Focus Partners Wealth | 1.41M | $19.6M | −$545.9K | Added$1.37M |
| HighTower Advisors, LLC | 1.38M | $19.3M | −$7.08K | Added$19M |
| CIBC WORLD MARKET INC. | 874.4K | $12.2M | −$338.8K | Added$870.1K |
| AE Wealth Management LLC | 773K | $10.8M | −$173.3K | Added$4.99M |
| OneDigital Investment Advisors LLC | 594.4K | $8.3M | −$255.6K | Cut−$1.62M |
| Krilogy Financial LLC | 597.6K | $7.68M | −$594.6K | Added$1.25M |
| Crescent Grove Advisors, LLC | 473.8K | $6.61M | — | New |
| Kestra Advisory Services, LLC | 392.5K | $5.48M | −$162.6K | Added$37.9K |
| Advisory Services Network, LLC | 347.5K | $4.85M | −$141.7K | Added$107.5K |
| Encompass More Asset Management | 280K | $3.91M | — | New |
| OSAIC HOLDINGS, INC. | 266.8K | $3.72M | −$15.2K | Added$3.22M |
| WealthPlan Investment Management, LLC | 255.5K | $3.57M | −$34.8K | Added$2.4M |
| ROYAL BANK OF CANADA | 249.8K | $3.49M | −$3.17K | Added$3.38M |
| PMV Capital Advisers, LLC | 246.6K | $3.44M | −$93K | Added$329K |
| CAPTRUST FINANCIAL ADVISORS | 196.8K | $2.75M | −$69.8K | Added$411.3K |
| Purpose Unlimited Inc. | 195.4K | $2.72M | −$15.9K | Added$1.99M |
| Trek Financial, LLC | 192K | $2.68M | — | New |
| ENVESTNET ASSET MANAGEMENT INC | 184.8K | $2.58M | −$31.4K | Added$1.53M |
| JANE STREET GROUP, LLC | 141.9K | $1.98M | −$61K | Cut−$1.32M |
| Latitude Advisors, LLC | 134K | $1.87M | −$35.4K | Added$686.2K |
| Hilltop Holdings Inc. | 121.8K | $1.7M | −$52.4K | Cut−$2.37M |
| Savvy Advisors, Inc. | 118.7K | $1.66M | — | New |
| LPL Financial LLC | 107.5K | $1.5M | −$46.2K | Cut−$234.3K |
| Avestar Capital, LLC | 85K | $1.19M | −$48.6K | Cut−$122.6K |
| Belpointe Asset Management LLC | 76.2K | $1.06M | −$32.8K | Cut−$2.6M |
| Axim Planning & Wealth | 75.7K | $1.06M | −$26.2K | Added$179.5K |
| Good Steward Wealth Advisors,LLC | 74.4K | $1.04M | −$29.8K | Added$41.6K |
| Dynamic Advisor Solutions LLC | 62.1K | $867.4K | −$16.6K | Added$312.9K |
| Ferguson Shapiro LLC | 60.4K | $843.2K | — | New |
| Hudson Bay Capital Management LP | 60.2K | $840K | −$25.9K | Cut−$25.9K |
| GeoWealth Management, LLC | 55K | $767.9K | — | New |
| Arete Wealth Advisors, LLC | 51.8K | $723.1K | $531.1K | Added$722.6K |
| FLAGSHIP HARBOR ADVISORS, LLC | 44.7K | $623.7K | −$17.4K | Added$40.2K |
| Bison Wealth, LLC | 49.7K | $597.3K | −$48.2K | Added$278.4K |
| NBC SECURITIES, INC. | 42.3K | $591.1K | — | New |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 41.8K | $583.2K | −$18K | Cut−$353.7K |
| INTEGRITY ALLIANCE, LLC. | 41.5K | $579.6K | — | New |
| BANK OF MONTREAL /CAN/ | 41.3K | $576.6K | — | New |
| Entelevest, LLC | 36.9K | $514.6K | −$11.9K | Added$117.8K |
| GREENWOOD CAPITAL ASSOCIATES LLC | 36.4K | $507.9K | −$10.4K | Added$159.4K |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 35.6K | $497.3K | −$10.9K | Added$131.3K |
| IFP Advisors, Inc | 35.6K | $496.6K | −$11.2K | Added$120.6K |
| Advyzon Investment Management, LLC | 34.9K | $487.4K | −$9.97K | Added$153.7K |
| MORGAN STANLEY | 34.3K | $478.2K | −$14.7K | Cut−$23.8K |
| Worth Asset Management, LLC | 30.5K | $425.4K | −$10.9K | Added$61.6K |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 29.4K | $410.8K | −$12.7K | Cut−$124.5K |
| Ausdal Financial Partners, Inc. | 28.8K | $401.9K | −$10.1K | Added$65.3K |
| NWAM LLC | 27.5K | $384.6K | −$5.51K | Cut−$26.8K |
| Bank of New York Mellon Corp | 27.2K | $380.2K | −$7.35K | Added$134.3K |
| Ethos Financial Group, LLC | 26.6K | $370.7K | −$20.5K | Cut−$14K |
| WEALTHEDGE INVESTMENT ADVISORS, LLC | 25K | $348.3K | −$10.7K | Cut−$751K |
| Magnolia Private Wealth, LLC | 22.2K | $310.2K | −$9.55K | Cut−$50.9K |
| Able Wealth Management LLC | 21.2K | $295.7K | −$9.1K | Cut−$206.1K |
| ZEGA Investments, LLC | 18.3K | $254.9K | — | New |
| SILVERLAKE WEALTH MANAGEMENT LLC | 17.8K | $247.9K | — | New |
| REAP Financial Group, LLC | 16.8K | $234.5K | −$7.22K | Cut−$43.8K |
| Innovative Wealth Building LLC | 15.9K | $222.3K | — | New |
| HUB Investment Partners, LLC | 15.8K | $220.8K | −$6.8K | Cut−$6.8K |
| Comprehensive Money Management Services LLC | 15.1K | $210.9K | −$6.49K | Cut−$20.9K |
| COMMONWEALTH EQUITY SERVICES, LLC | 13.5K | $189.1K | — | New |
| Cetera Investment Advisers | 13.1K | $183K | −$5.64K | Cut−$27.4K |
| IPG Investment Advisors LLC | 11.8K | $164.4K | −$5.06K | Cut−$5.06K |
| WealthPLAN Partners, LLC | 11K | $154.2K | — | New |
| J.Safra Asset Management Corp | 8.38K | $117K | −$3.5K | Cut−$136 |
| Sankala Group LLC | 4.9K | $68.9K | −$17 | Added$44.4K |
| Farther Finance Advisors, LLC | 4.51K | $62.3K | −$544 | Added$48.8K |
| Steward Partners Investment Advisory, LLC | 4.22K | $59K | −$1.77K | Cut−$392 |
| Triumph Capital Management | 3.93K | $54.9K | −$1.69K | Cut−$1.69K |
| WFA of San Diego, LLC | 1.03K | $14.4K | −$443 | Cut−$2.75K |
| SIMPLEX TRADING, LLC | 890 | $12.4K | −$383 | Cut−$13.4K |
| NATIONAL BANK OF CANADA /FI/ | 670 | $9.35K | −$268 | Cut−$73K |
| Strategic Wealth Partners, Ltd. | 306 | $4.27K | −$127 | Added$27 |
| TD Waterhouse Canada Inc. | 282 | $3.88K | −$167 | Cut−$30.8K |
| Geneos Wealth Management Inc. | 250 | $3.49K | −$108 | Cut−$108 |
| EVOLUTION WEALTH MANAGEMENT INC. | 200 | $2.79K | −$86 | Cut−$5.18K |
| HRT FINANCIAL LP | 152.8K | $2.13K | −$65 | Cut−$489 |
| Smartleaf Asset Management LLC | 121 | $1.74K | $0 | Held |
| SHP Wealth Management | 120 | $1.68K | −$48 | Cut−$737 |
| Mosley Wealth Management | 79 | $1.26K | — | New |
| WELLS FARGO & COMPANY/MN | 63 | $877 | — | New |
| HARBOUR INVESTMENTS, INC. | 58 | $810 | −$25 | Cut−$25 |
| Capital Advisor Network LLC | 8 | $112 | — | Held |
| Arkos Global Advisors | 7.63K | $107 | — | New |