| FARALLON CAPITAL MANAGEMENT LLC | 603K | $26.9M | −$8.53M | Cut−$172M |
| LPL Financial LLC | 533.5K | $23.8M | −$7.12M | Cut−$5.74M |
| Yarbrough Capital, LLC | 498.5K | $22.2M | −$425.3K | Added$20.5M |
| JANE STREET GROUP, LLC | 169K | $7.54M | −$90.7K | Added$7.16M |
| Cetera Investment Advisers | 123.9K | $5.53M | −$1.69M | Cut−$1.49M |
| Mariner, LLC | 123K | $5.49M | −$1.07M | Added$1.04M |
| INTRINSIC EDGE CAPITAL MANAGEMENT LLC | 105.4K | $4.7M | −$1.49M | Cut−$1.49M |
| BRANDYWINE OAK PRIVATE WEALTH LLC | 101.8K | $4.54M | −$1.26M | Cut−$685.8K |
| Werba Rubin Papier Wealth Management | 87.5K | $3.91M | — | New |
| WCG Wealth Advisors LLC | 67.8K | $3.03M | −$919.4K | Cut−$790.5K |
| Western Wealth Management, LLC | 66.7K | $2.98M | −$812.2K | Cut−$396.2K |
| Avior Wealth Management, LLC | 60.3K | $2.69M | — | New |
| Oasis Advisors, LLC | 986.4K | $1.83M | −$2.78M | Cut−$1.04M |
| NORTHERN TRUST CORP | 38.8K | $1.73M | −$548.9K | Cut−$548.9K |
| Savvy Advisors, Inc. | 38.4K | $1.71M | — | New |
| INDEPENDENT FINANCIAL GROUP, LLC | 38K | $1.69M | −$389.1K | Added$77.3K |
| Strategic Family Wealth Counselors, L.L.C. | 34.8K | $1.55M | −$524.2K | Cut−$492.4K |
| Exit Wealth Advisors, LLC. | 33.2K | $1.48M | −$469.7K | Cut−$1.06M |
| Claro Advisors Inc. | 31.9K | $1.42M | −$448.5K | Cut−$441.3K |
| Cambridge Advisors Inc. | 27.2K | $1.21M | −$384.4K | Cut−$385.6K |
| Atria Investments, Inc | 23.5K | $1.05M | −$143.6K | Added$452.7K |
| Soltis Investment Advisors LLC | 21.9K | $976.6K | −$309.9K | Cut−$325.3K |
| Private Advisor Group, LLC | 21.2K | $947.8K | −$222.6K | Added$23.6K |
| Pasadena Private Wealth, LLC | 19.8K | $883.9K | — | New |
| Founders Capital Management | 19.6K | $874.5K | −$228.9K | Cut−$76K |
| Souders Financial Advisors | 19K | $849.4K | — | New |
| Pallas Capital Advisors LLC | 17.7K | $790.2K | −$250.7K | Cut−$250.7K |
| Beacon Pointe Advisors, LLC | 16K | $712.2K | −$128.7K | Added$178K |
| HighTower Advisors, LLC | 15.9K | $709.9K | −$168.8K | Added$9.27K |
| Private Wealth Asset Management, LLC | 15.7K | $698.4K | −$115.7K | Added$218K |
| Elser Financial Planning, Inc | 15.9K | $689.4K | −$242.6K | Cut−$242.6K |
| Integrated Wealth Concepts LLC | 14.4K | $643.9K | −$75.8K | Added$329.3K |
| WealthPlan Investment Management, LLC | 14.4K | $643.1K | — | New |
| Perigon Wealth Management, LLC | 14K | $622.7K | −$197.6K | Cut−$371.8K |
| Revolve Wealth Partners, LLC | 13.8K | $617.6K | −$195.9K | Cut−$2.22M |
| Corient Private Wealth LLC | 13.2K | $589.2K | −$169K | Cut−$112.6K |
| One Charles Private Wealth Services, LLC | 13K | $580.1K | −$184.1K | Cut−$184.1K |
| Cresset Asset Management, LLC | 12.9K | $574.8K | −$166.1K | Cut−$114.6K |
| Kingsview Wealth Management, LLC | 12.3K | $550.6K | −$144.1K | Cut−$47.5K |
| Visionary Wealth Advisors | 12.2K | $543.1K | −$160.6K | Cut−$123.5K |
| ROTHSCHILD INVESTMENT LLC | 11.9K | $531.9K | −$168.8K | Cut−$168.8K |
| Belpointe Asset Management LLC | 11.9K | $530.7K | −$168.4K | Cut−$180K |
| Archer Investment Management, LLC | 11.5K | $514.9K | — | New |
| Orion Porfolio Solutions, LLC | 11K | $491.1K | −$155.8K | Cut−$2.47M |
| COMMONWEALTH EQUITY SERVICES, LLC | 10.9K | $488.1K | −$154.9K | Cut−$424.2K |
| Kestra Advisory Services, LLC | 10.8K | $479.9K | −$127.1K | Cut−$47.9K |
| Well Done, LLC | 9.06K | $404.4K | — | New |
| Wealth Alliance Advisory Group, LLC | 8.89K | $396.6K | −$125.8K | Cut−$207.5K |
| Kraft, Davis & Associates, LLC | 7.58K | $375.1K | −$110.3K | Cut−$108.1K |
| COMPASS CAPITAL CORP /MA/ /ADV | 6.95K | $357.2K | $44.8K | Added$28.3K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 8.04K | $352.8K | −$156.4K | Cut−$817.6K |
| Modern Wealth Management, LLC | 7.46K | $334.9K | −$79.9K | Cut−$4.52K |
| Financial Engines Advisors L.L.C. | 7.44K | $332K | — | New |
| Avidian Wealth Enterprises, LLC | 7.36K | $328.3K | −$97.5K | Cut−$76.5K |
| GREAT VALLEY ADVISOR GROUP, INC. | 7.16K | $319K | −$71K | Added$24.7K |
| Shore Point Advisors, LLC | 7.05K | $314.5K | −$78.2K | Cut−$10.3K |
| IEQ CAPITAL, LLC | 6.91K | $308.1K | −$97.8K | Cut−$97.8K |
| Parallel Advisors, LLC | 6.86K | $306K | −$96.1K | Cut−$93.2K |
| INSIGNEO ADVISORY SERVICES, LLC | 6.76K | $301.4K | −$87.4K | Cut−$61.3K |
| Waverly Advisors, LLC | 6.67K | $297.6K | −$94.4K | Cut−$94.5K |
| Creative Planning | 6.34K | $282.9K | −$89.8K | Cut−$131K |
| Net Worth Advisory Group | 6.33K | $282.3K | — | New |
| ADE, LLC | 6.33K | $282.1K | −$89.5K | Cut−$89.5K |
| Crumly & Associates Inc. | 6.22K | $277.3K | −$54.5K | Added$51.1K |
| Independent Advisor Alliance | 6.18K | $275.6K | −$75.4K | Cut−$37.3K |
| Steward Partners Investment Advisory, LLC | 6.02K | $268.6K | −$85.2K | Cut−$301.5K |
| Box Hill Private Wealth LLC | 5.57K | $248.6K | — | New |
| Revisor Wealth Management LLC | 5.54K | $246.9K | −$80.6K | Cut−$77.5K |
| PFG Investments, LLC | 5.52K | $246.3K | −$74K | Cut−$60.8K |
| Turim 21 Investimentos Ltda. | 5.06K | $225.8K | −$71.6K | Cut−$250.2K |
| tru Independence LLC | 4.87K | $217.2K | −$53.6K | Cut−$5.11K |
| FLAGSHIP HARBOR ADVISORS, LLC | 4.79K | $213.8K | −$65.8K | Cut−$59.5K |
| CURA WEALTH ADVISORS, LLC | 4.59K | $205K | −$65K | Cut−$65K |
| Farther Finance Advisors, LLC | 4.55K | $204.3K | — | New |
| BlackDiamond Wealth Management, LLC | 4.51K | $201.1K | — | New |
| OSAIC HOLDINGS, INC. | 4.01K | $178.8K | −$29.6K | Added$56K |
| MORGAN STANLEY | 3.4K | $151.7K | −$6.34K | Added$125.4K |
| BROWN BROTHERS HARRIMAN & CO | 3.03K | $135.2K | −$42.9K | Cut−$42.9K |
| PNC Financial Services Group, Inc. | 2.59K | $115.7K | −$29.8K | Cut−$7.85K |
| Rossby Financial, LCC | 2.45K | $110.1K | — | New |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 2K | $103.3K | −$14.2K | Cut−$14.2K |
| North Star Investment Management Corp. | 1.95K | $87K | −$27.6K | Cut−$27.6K |
| Keating Financial Advisory Services, Inc. | 1.93K | $86.1K | −$27.3K | Cut−$27.3K |
| Sunbelt Securities, Inc. | 1.62K | $72.4K | −$23K | Cut−$23K |
| WHITTIER TRUST CO | 1.47K | $67.3K | −$26K | Cut−$26K |
| FIRST COMMUNITY TRUST NA | 1.5K | $66.9K | −$21.2K | Cut−$21.2K |
| CWM, LLC | 1.38K | $61.3K | $55.1K | Added$61.3K |
| Advisory Services Network, LLC | 1.28K | $57K | — | New |
| Allworth Financial LP | 1.18K | $52.8K | −$16.7K | Cut−$306.9K |
| JPMORGAN CHASE & CO | 965 | $42.1K | — | New |
| Triumph Capital Management | 900 | $40.1K | −$2.83K | Added$28.4K |
| Golden State Wealth Management, LLC | 870 | $38.8K | −$12.3K | Cut−$18.2K |
| MAI Capital Management | 863 | $38.5K | −$9.38K | Cut−$462 |
| HARBOUR INVESTMENTS, INC. | 792 | $35.3K | — | New |
| Golden State Equity Partners | 721 | $32.2K | — | New |
| Arax Advisory Partners | 719 | $32.1K | −$10.2K | Cut−$10.2K |
| Wilmington Savings Fund Society, FSB | 701 | $31.3K | −$9.92K | Cut−$9.92K |
| Sound Income Strategies, LLC | 597 | $26.8K | −$4.64K | Added$11.7K |
| Horizons Wealth Management | 558 | $24.9K | — | New |
| Root Financial Partners, LLC | 447 | $19.9K | −$6.33K | Cut−$6.38K |
| MATHER GROUP, LLC. | 430 | $19.2K | — | New |
| IFG Advisory, LLC | 430 | $19.2K | — | New |
| Beaird Harris Wealth Management, LLC | 425 | $19K | −$6.01K | Cut−$6.01K |
| Larson Financial Group LLC | 298 | $13.3K | −$4.22K | Cut−$4.22K |
| JNBA Financial Advisors | 255 | $11.4K | −$3.61K | Cut−$3.61K |
| Strengthening Families & Communities, LLC | 240 | $10.7K | −$3.4K | Cut−$3.4K |
| HOLLENCREST CAPITAL MANAGEMENT | 225 | $10K | −$3.18K | Cut−$3.18K |
| Wilkerson Advisory Group LLC | 223 | $9.95K | −$3.16K | Cut−$3.16K |
| TD Waterhouse Canada Inc. | 200 | $8.98K | −$2.79K | Cut−$2.79K |
| SJS Investment Consulting Inc. | 184 | $8.21K | −$2.6K | Cut−$2.6K |
| CALDWELL SUTTER CAPITAL, INC. | 183 | $8.16K | −$2.59K | Cut−$2.59K |
| GHP Investment Advisors, Inc. | 171 | $7.63K | −$2.42K | Cut−$2.42K |
| Blue Trust, Inc. | 164 | $7.32K | −$2.32K | Cut−$2.32K |
| ROYAL BANK OF CANADA | 145 | $6K | −$559 | Added$3K |
| McIlrath & Eck, LLC | 131 | $5.84K | −$1.85K | Cut−$11.9K |
| Archer Investment Corp | 100 | $4.46K | −$1.41K | Cut−$1.42K |
| Physician Wealth Advisors, Inc. | 100 | $4.46K | −$1.41K | Cut−$1.42K |
| Vision Retirement, LLC | 100 | $4.46K | −$1.41K | Cut−$1.42K |
| Inspire Investing, LLC | 97 | $4.33K | −$1.37K | Cut−$1.37K |
| Anfield Capital Management, LLC | 83 | $3.7K | — | New |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 79 | $3.52K | −$1.12K | Cut−$1.12K |
| UMB Bank, n.a. | 66 | $2.94K | — | New |
| Virtu Financial LLC | 30.7K | $1.37K | −$433 | Cut−$5.66K |
| AdvisorNet Financial, Inc | 30 | $1.34K | −$425 | Cut−$425 |
| US BANCORP \DE\ | 29 | $1.29K | — | New |
| Westside Investment Management, Inc. | 25 | $1.11K | −$354 | Cut−$354 |
| FLOW TRADERS U.S. LLC | 20.7K | $925 | −$294 | Cut−$1.75K |
| GILPIN WEALTH MANAGEMENT, LLC | 15 | $670 | −$212 | Cut−$212 |
| TOTH FINANCIAL ADVISORY CORP | 15 | $670 | −$212 | Cut−$212 |
| Cambridge Investment Research Advisors, Inc. | 13.9K | $621 | −$147 | Added$10 |
| Hamrick Investment Counsel, llc | 12 | $536 | — | New |
| DHJJ Financial Advisors, Ltd. | 5 | $224 | −$70 | Cut−$70 |
| Strategic Advocates LLC | 1 | $45 | −$14 | Cut−$200.4K |
| REAP Financial Group, LLC | 1 | $45 | −$14 | Cut−$14 |
| Winthrop Capital Management, LLC | 120 | $5 | −$2 | Cut−$2 |
| VALLEY NATIONAL ADVISERS INC | 65 | $2 | −$1 | Cut−$1 |