| CARY STREET PARTNERS FINANCIAL LLC | 2.46M | $74.7M | $1.04M | Added$2.04M |
| UBS Group AG | 1.93M | $58.7M | $819.2K | Added$1.31M |
| STIFEL FINANCIAL CORP | 735.3K | $22.4M | $313.4K | Added$419K |
| Evernest Financial Advisors, LLC | 541.5K | $16.6M | −$139.5K | Added$6.04M |
| NBZ Investment Advisors LLC | 319.4K | $9.71M | $136.4K | Added$163.1K |
| Mariner, LLC | 241.2K | $7.33M | $103.3K | Cut−$2.46M |
| COMMONWEALTH EQUITY SERVICES, LLC | 142.8K | $4.34M | $61.2K | Added$5.96K |
| HighTower Advisors, LLC | 89.1K | $2.71M | $38.1K | Added$37.1K |
| MISSION WEALTH MANAGEMENT, LP | 74.9K | $2.28M | $32.1K | Cut−$41.6K |
| Insight Wealth Partners, LLC | 61.6K | $1.87M | $26.4K | Added$373 |
| FMA Wealth Management, LLC | 51.8K | $1.58M | $22.2K | Added$25.2K |
| CAPTRUST FINANCIAL ADVISORS | 47.1K | $1.43M | $20.2K | Cut−$234.2K |
| Williams & Novak, LLC | 23.2K | $706.7K | $12.7K | Cut−$42.1K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 20.1K | $612.2K | — | New |
| LPL Financial LLC | 18.8K | $572.2K | $6.95K | Added$86.4K |
| AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP | 17.5K | $536.6K | $10.3K | Added$7.58K |
| LAUREL OAK WEALTH MANAGEMENT, LLC | 15.8K | $479.5K | — | New |
| Sigma Planning Corp | 13.1K | $396.9K | $5.59K | Added$287 |
| Wealthcare Advisory Partners LLC | 10.4K | $317K | $4.48K | Cut−$166.1K |
| Cetera Investment Advisers | 10.1K | $306.9K | $4.32K | Added$4.33K |
| Dakota Wealth Management | 9.22K | $280.3K | $3.95K | Cut−$36.7K |
| FIFTH THIRD BANCORP | 8.95K | $272.1K | — | New |
| Cannon Advisors, Inc. | 8.21K | $249.5K | −$1.67K | Cut−$7.64K |
| D.A. DAVIDSON & CO. | 8.02K | $243.7K | $3.44K | Added$3.44K |
| ROYAL BANK OF CANADA | 4.04K | $123K | $2K | Added$2K |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 3.33K | $101.1K | $1.42K | Cut−$667.9K |
| NewEdge Advisors, LLC | 91.3K | $91.3K | −$2.48M | Cut−$2.48M |
| WELLS FARGO & COMPANY/MN | 2.27K | $68.9K | $955 | Added$985 |
| JPMORGAN CHASE & CO | 1.42K | $42.3K | −$44 | Added$30.4K |
| MORGAN STANLEY | 282 | $8.6K | $149 | Cut−$10.8K |
| Advisory Services Network, LLC | 201 | $6.11K | — | New |
| IFP Advisors, Inc | 150 | $4.56K | $64 | Added$64 |
| Cambridge Investment Research Advisors, Inc. | 104.4K | $3.17K | $45 | Cut−$1.17K |
| HRT FINANCIAL LP | 16.5K | $500 | — | New |
| Janney Montgomery Scott LLC | 13.4K | $407 | $6 | Cut−$1 |
| Comprehensive Financial Planning, Inc./PA | 7 | $212 | $3 | Added$3 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1 | $30 | — | New |
| FNY Investment Advisers, LLC | 50 | $1 | — | New |