| ROYAL BANK OF CANADA | 443.7K | $26.6M | $701.6K | Cut−$509K |
| MORGAN STANLEY | 426.4K | $25.5M | $240K | Added$16.7M |
| WELLS FARGO & COMPANY/MN | 372.8K | $22.3M | $572K | Added$1.22M |
| AMERIPRISE FINANCIAL INC | 361.1K | $21.6M | $570.7K | Cut−$6.62M |
| Wealth Alliance Advisory Group, LLC | 184.9K | $11.1M | — | New |
| BKM Wealth Management, LLC | 172.8K | $10.4M | $273.1K | Added$57.5K |
| Kingsview Wealth Management, LLC | 132.5K | $7.93M | — | New |
| COMMONWEALTH EQUITY SERVICES, LLC | 111.7K | $6.69M | $160.9K | Added$753.8K |
| ENVESTNET ASSET MANAGEMENT INC | 104K | $6.23M | $153.5K | Added$563.8K |
| Crumly & Associates Inc. | 95.1K | $5.7M | $150.3K | Added$98.5K |
| LPL Financial LLC | 90K | $5.39M | $128.2K | Added$659.2K |
| RVW Wealth, LLC | 78.3K | $4.69M | $123.7K | Cut−$1.34K |
| UBS Group AG | 54K | $3.23M | $85.3K | Cut−$177K |
| Baird Financial Group, Inc. | 51.6K | $3.09M | $79.5K | Added$153.6K |
| Garden State Investment Advisory Services LLC | 51.4K | $3.08M | $81.2K | Cut−$42.8K |
| L & S Advisors Inc | 38K | $2.28M | $59.4K | Added$84.2K |
| Citadel | 32.7K | $1.96M | $23.8K | Added$1.08M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 29K | $1.75M | $9.86K | Added$83.9K |
| HighTower Advisors, LLC | 29.1K | $1.74M | $40.3K | Added$253.9K |
| Goldstein Advisors, LLC | 25.4K | $1.52M | $40.1K | Cut−$23.9K |
| Gaddis Premier Wealth Advisors LLC | 17.7K | $1.06M | $28K | Added$6.7K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 16K | $956.7K | $25.2K | Cut−$1.55M |
| Strategic Financial Concepts, LLC | 15.5K | $927.2K | — | New |
| RAYMOND JAMES FINANCIAL INC | 13.4K | $801.6K | $15.2K | Added$242.1K |
| GOLDMAN SACHS GROUP INC | 11.8K | $706.9K | $18.7K | Added$18.7K |
| Rockefeller Capital Management L.P. | 8.15K | $488.1K | $12.9K | Added$12.9K |
| Avior Wealth Management, LLC | 8.12K | $486.1K | $12.8K | Added$5.18K |
| Cetera Investment Advisers | 8.07K | $483.4K | $12.8K | Added$7.45K |
| Family Capital Trust Co | 6.15K | $368.4K | $9.66K | Cut−$28.9K |
| OSAIC HOLDINGS, INC. | 4.72K | $282.7K | $4.09K | Added$133.2K |
| Pinnacle Bancorp, Inc. | 4.33K | $259K | $6.71K | Added$11.2K |
| FIFTH THIRD BANCORP | 3.85K | $230.8K | — | New |
| CWM, LLC | 1.81K | $108.5K | $108.2K | Added$108.4K |
| ROTHSCHILD INVESTMENT LLC | 795 | $47.6K | $1.26K | Added$1.38K |
| Fidelity | 690 | $41.3K | $1.09K | Added$1.09K |
| Avalon Trust Co | 600 | $35.9K | $948 | Added$948 |
| Allworth Financial LP | 600 | $35.9K | $948 | Added$948 |
| Wealth Enhancement Trust Services, Inc. | 575 | $34.4K | $909 | Added$909 |
| TFC Financial Management, Inc. | 551 | $33K | $871 | Added$871 |
| SouthState Bank Corp | 486 | $29.1K | $785 | Added$845 |
| BARRETT & COMPANY, INC. | 362 | $21.7K | $572 | Added$572 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 360 | $21.6K | $569 | Added$569 |
| Advisory Services Network, LLC | 326 | $19.5K | — | New |
| HOLLENCREST CAPITAL MANAGEMENT | 300 | $18K | $474 | Added$474 |
| Geneos Wealth Management Inc. | 285 | $17.1K | $451 | Added$451 |
| GoalVest Advisory LLC | 205 | $12.3K | — | New |
| Pinnacle Wealth Planning Services, Inc. | 81 | $4.85K | $128 | Added$128 |
| VANGUARD ADVISERS INC | 11 | $659 | — | Held |
| THOROUGHBRED FINANCIAL SERVICES, LLC | 4.76K | $285 | $8 | Added$8 |
| Cambridge Investment Research Advisors, Inc. | 3.35K | $201 | — | New |
| Farther Finance Advisors, LLC | 1 | $60 | $2 | Added$2 |
| CoreCap Advisors, LLC | 1 | $60 | $2 | Added$2 |