| Bank of New York Mellon Corp | 531.8K | $13.1M | $48.6K | Added$568.8K |
| Equitable Holdings, Inc. | 408K | $10M | −$0 | Added$798.2K |
| Goodman Advisory Group, LLC | 273.6K | $6.74M | $23.3K | Added$732.5K |
| Hennion & Walsh Asset Management, Inc. | 211.1K | $5.2M | $18.3K | Added$475.9K |
| Evergreen Private Wealth LLC | 208.9K | $5.15M | $19K | Added$227K |
| McAdam, LLC | 158.9K | $3.92M | $14.6K | Added$144.3K |
| OneDigital Investment Advisors LLC | 130.9K | $3.22M | $12.4K | Added$32.2K |
| JANE STREET GROUP, LLC | 118.7K | $2.92M | $11.3K | Cut−$1.01M |
| BANK OF AMERICA CORP /DE/ | 110.7K | $2.73M | $10.1K | Added$129.9K |
| LPL Financial LLC | 105K | $2.59M | $9.3K | Added$187.6K |
| COFG Advisors, LLC | 95.6K | $2.35M | $9.03K | Added$23.3K |
| CWM, LLC | 94.4K | $2.33M | $2.32M | Added$2.32M |
| Proactive Wealth Strategies LLC | 93K | $2.29M | $4.59K | Added$1.11M |
| MORGAN STANLEY | 92.2K | $2.27M | $7.66K | Added$290.5K |
| Cetera Investment Advisers | 91.8K | $2.26M | $8.12K | Added$163.4K |
| ENVESTNET ASSET MANAGEMENT INC | 77.3K | $1.9M | $6.07K | Added$336.6K |
| AE Wealth Management LLC | 75.6K | $1.86M | $7.19K | Cut−$119.3K |
| AMERIPRISE FINANCIAL INC | 72.2K | $1.78M | $4.79K | Cut−$17.3K |
| Crumly & Associates Inc. | 61.2K | $1.51M | $5.83K | Cut−$74.2K |
| Stratos Wealth Partners, LTD. | 58.5K | $1.44M | $5.54K | Added$7.61K |
| Columbus Macro, LLC | 53.8K | $1.33M | $4.86K | Added$69.7K |
| JACOBSON & SCHMITT ADVISORS, LLC | 48K | $1.18M | $4.56K | Cut−$17.4K |
| FOCUS Wealth Advisors, LLC | 43.9K | $1.08M | $4.18K | Cut−$21.9K |
| MML INVESTORS SERVICES, LLC | 43.1K | $1.06M | $3.98K | Added$34.4K |
| Summit Financial Consulting LLC | 40K | $986.3K | $3.39K | Added$112.2K |
| Sanctuary Advisors, LLC | 37K | $912.6K | $3.53K | Cut−$990.6K |
| Clarity Retirement & Wealth, LLC | 35.9K | $885K | — | New |
| Freedom Investment Management, Inc. | 34.8K | $856.2K | $3.18K | Added$36.4K |
| Baker Avenue Asset Management, LP | 30.1K | $742.1K | $2.71K | Added$43.5K |
| Advyzon Investment Management, LLC | 27.5K | $676.9K | — | New |
| PGIM Custom Harvest LLC | 26.1K | $643.8K | $2.49K | Added$1.8K |
| Golden State Equity Partners | 23.7K | $583.3K | $1.19K | Added$281K |
| RAYMOND JAMES FINANCIAL INC | 18.9K | $465.5K | $1.53K | Added$73.2K |
| CRUX WEALTH ADVISORS | 18.1K | $447K | $1.53K | Added$49.4K |
| FIFTH THIRD BANCORP | 17.2K | $423.5K | — | New |
| OSAIC HOLDINGS, INC. | 16.8K | $413.3K | $1.39K | Added$72.7K |
| Ausdal Financial Partners, Inc. | 15.7K | $385.8K | $1.39K | Added$22.9K |
| Prime Capital Investment Advisors, LLC | 13.6K | $334.7K | $1.28K | Cut−$156.9K |
| HBW ADVISORY SERVICES LLC | 12.9K | $317.2K | — | New |
| WELLS FARGO & COMPANY/MN | 12.2K | $301.1K | $1.16K | Cut−$57.9K |
| Fifth Third Securities, Inc. | 11.2K | $276.8K | $1.07K | Cut−$1.21K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11.1K | $273.3K | $1.06K | Cut−$119.3K |
| LEVEL FOUR ADVISORY SERVICES, LLC | 9.96K | $245.4K | $891 | Added$15.7K |
| Belpointe Asset Management LLC | 9.53K | $234.9K | $907 | Added$907 |
| Fortis Capital Advisors, LLC | 9.53K | $234.9K | $907 | Added$907 |
| Vista Cima Wealth Management LLC | 8.4K | $206.9K | $799 | Added$799 |
| JONES FINANCIAL COMPANIES LLLP | 4.93K | $120.5K | −$617 | Cut−$93.4K |
| Allworth Financial LP | 4.37K | $107.6K | $416 | Added$416 |
| IFP Advisors, Inc | 2.74K | $67.5K | $260 | Added$260 |
| ROYAL BANK OF CANADA | 2.54K | $63K | $111 | Added$26K |
| Fidelity | 2.2K | $54.3K | $209 | Added$184 |
| NATIONAL BANK OF CANADA /FI/ | 2.06K | $51K | — | New |
| JPMORGAN CHASE & CO | 1.46K | $35.7K | −$18 | Added$24.8K |
| HARBOUR INVESTMENTS, INC. | 1.1K | $27.1K | $85 | Added$5.01K |
| DHJJ Financial Advisors, Ltd. | 300 | $7.39K | $29 | Added$29 |
| Rockefeller Capital Management L.P. | 210 | $5.19K | $26 | Added$51 |
| Farther Finance Advisors, LLC | 173 | $4.26K | $19 | Cut−$4.13K |
| UBS Group AG | 136 | $3.35K | $10 | Added$675 |
| CoreCap Advisors, LLC | 25 | $616 | $2 | Added$2 |
| Cambridge Investment Research Advisors, Inc. | 10.2K | $251 | $1 | Cut−$6 |
| CENTAURUS FINANCIAL, INC. | 9.78K | $241 | $1 | Added$1 |
| ASSETMARK, INC | 2 | $49 | — | New |