| WELLS FARGO & COMPANY/MN | 257.2K | $3.86M | −$1.17M | Cut−$116.2K |
| Clear Creek Financial Management, LLC | 242.2K | $3.63M | −$931.3K | Added$473.9K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 219K | $3.29M | — | New |
| BEAM WEALTH ADVISORS, INC. | 216.7K | $3.25M | −$1.23M | Cut−$906.4K |
| Focus Partners Wealth | 145.5K | $2.18M | −$912.2K | Cut−$912.2K |
| Snowden Capital Advisors LLC | 136.5K | $2.05M | — | New |
| Wiser Wealth Management, Inc | 108.4K | $1.63M | −$378.8K | Added$340.9K |
| IEQ CAPITAL, LLC | 104.3K | $1.57M | −$654.3K | Cut−$687.8K |
| U.S. Capital Wealth Advisors, LLC | 91.4K | $1.37M | −$490.7K | Cut−$293.5K |
| Soltis Investment Advisors LLC | 76.7K | $1.15M | −$480.9K | Cut−$492.3K |
| Lido Advisors, LLC | 71.3K | $1.07M | — | New |
| MAGNOLIA CAPITAL ADVISORS LLC | 66.5K | $997.8K | −$209.1K | Added$288.5K |
| UNIQUE WEALTH, LLC | 60.3K | $904.3K | −$325.4K | Cut−$199.6K |
| Atria Investments, Inc | 58.9K | $883.6K | −$203.5K | Added$193.3K |
| MEITAV INVESTMENT HOUSE LTD | 56K | $840.1K | −$316.6K | Cut−$233.8K |
| Claro Advisors Inc. | 54.6K | $818.3K | −$342.1K | Cut−$514.2K |
| Steward Partners Investment Advisory, LLC | 50.9K | $763K | −$312.4K | Cut−$296.8K |
| CWA Asset Management Group, LLC | 50K | $749.5K | −$313.3K | Cut−$457.9K |
| HIGHLINE WEALTH PARTNERS LLC | 48.6K | $729.5K | −$238.8K | Cut−$80.6K |
| RFG Advisory, LLC | 36.9K | $553.6K | — | New |
| Harbour Wealth Management Group, Inc. | 36.2K | $542.6K | — | New |
| JPMORGAN CHASE & CO | 37.5K | $542.4K | −$13.2K | Added$501K |
| Sanctuary Advisors, LLC | 33.5K | $502.2K | −$149.2K | Cut−$3.99K |
| BRANDYWINE OAK PRIVATE WEALTH LLC | 32.7K | $490.1K | −$170.7K | Cut−$88.9K |
| OPTIMA CAPITAL LLC | 31.7K | $475K | −$171.7K | Cut−$107.4K |
| ROMAN BUTLER FULLERTON & CO | 26.1K | $412.4K | −$71.6K | Added$122.2K |
| Twelve Points Wealth Management LLC | 27.5K | $412K | −$121.6K | Added$29.1K |
| Renaissance Technologies | 24.4K | $366K | −$153K | Cut−$1.49M |
| Belpointe Asset Management LLC | 24.2K | $362.6K | −$133.3K | Cut−$89.7K |
| Brown Miller Wealth Management, LLC | 24K | $360.1K | −$132.1K | Cut−$88K |
| Arete Wealth Advisors, LLC | 23.9K | $358.6K | $358.1K | Added$358.1K |
| Perigon Wealth Management, LLC | 23.7K | $354.8K | −$148.3K | Cut−$148.3K |
| ENVESTNET ASSET MANAGEMENT INC | 23.6K | $354.4K | −$108.6K | Cut−$13.9K |
| Daviman Financial, LLC | 23.5K | $353.2K | −$81.5K | Added$76.7K |
| COLUMBIA ADVISORY PARTNERS LLC | 23.3K | $350.1K | −$69.4K | Added$114.7K |
| Coastline Trust Co | 22.3K | $334.5K | — | New |
| a16z Perennial Management, L.P. | 22.2K | $333K | −$139.2K | Cut−$139.2K |
| Orion Porfolio Solutions, LLC | 22.1K | $332.2K | −$138.8K | Cut−$210.6K |
| MONETA GROUP INVESTMENT ADVISORS LLC | 21.6K | $324.2K | −$135.5K | Cut−$135.5K |
| Schonfeld Strategic Advisors LLC | 20.7K | $310.5K | — | New |
| Clearwater Capital Advisors, LLC | 19.7K | $294.8K | −$121.7K | Cut−$117.9K |
| Concentrum Wealth Management | 19.1K | $286.1K | −$119.6K | Cut−$148.6K |
| Fielder Capital Group LLC | 18.4K | $275.8K | −$115.3K | Cut−$120.2K |
| Mariner, LLC | 18.2K | $272.6K | — | New |
| Cresset Asset Management, LLC | 17.6K | $263.4K | −$102.1K | Cut−$83K |
| OxenFree Capital LLC | 14.1K | $240.8K | −$60.1K | Cut−$60.1K |
| CreativeOne Wealth, LLC | 15.9K | $238.5K | −$99.6K | Cut−$99.4K |
| Quaker Wealth Management, LLC | 14K | $209.7K | −$5.8K | Added$190.1K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 13.9K | $205.5K | −$117.3K | Cut−$219.7K |
| MML INVESTORS SERVICES, LLC | 13.6K | $204.5K | −$85.5K | Cut−$149K |
| Brookstone Capital Management | 13.2K | $197.3K | −$82.5K | Cut−$133.5K |
| Wealthcare Advisory Partners LLC | 12.2K | $183.3K | — | New |
| TritonPoint Partners, LLC | 11.9K | $178.7K | — | New |
| Citadel | 11.7K | $175.4K | −$73.3K | Cut−$1.22M |
| Visionary Wealth Advisors | 11.4K | $170.5K | −$66.1K | Cut−$53.6K |
| Spectrum Planning & Advisory Services Inc. | 11.4K | $170.5K | −$71.3K | Cut−$71.3K |
| CAPITAL ADVISORS INC/OK | 10.4K | $155.6K | −$65.1K | Cut−$65.1K |
| HighTower Advisors, LLC | 10.1K | $151.4K | −$63.3K | Cut−$107.2K |
| Summit Financial, LLC | 10.1K | $151.1K | — | New |
| ROTHSCHILD INVESTMENT LLC | 9K | $135K | −$56.4K | Cut−$56.4K |
| MRP Capital Investments, LLC | 7.25K | $108.8K | −$38.5K | Cut−$21.9K |
| Wealth Preservation Advisors, LLC | 5.3K | $79.5K | — | New |
| OSAIC HOLDINGS, INC. | 3.97K | $59.6K | −$20.5K | Cut−$10K |
| Arax Advisory Partners | 3.85K | $57.8K | −$24.1K | Cut−$210.4K |
| Farther Finance Advisors, LLC | 3.76K | $57.5K | −$2.58K | Added$48.3K |
| Center for Financial Planning, Inc. | 2.6K | $39K | — | New |
| BROWN BROTHERS HARRIMAN & CO | 2.38K | $35.7K | — | New |
| EverSource Wealth Advisors, LLC | 2.16K | $32.5K | −$7.49K | Added$7.06K |
| MAI Capital Management | 2.13K | $32K | −$13.4K | Cut−$13.4K |
| Private Wealth Asset Management, LLC | 2K | $30K | −$9.4K | Cut−$1.91K |
| Sound Income Strategies, LLC | 1.87K | $28.6K | −$11.2K | Cut−$3.44K |
| Lodestone Wealth Management LLC | 1.74K | $26.1K | −$10.9K | Cut−$10.9K |
| Sankala Group LLC | 1.71K | $24.5K | $890 | Cut−$11.3K |
| Ankerstar Wealth, LLC | 1.57K | $23.6K | −$9.87K | Cut−$171.2K |
| ROSS\JOHNSON & Associates LLC | 1.5K | $22.5K | −$9.4K | Cut−$9.4K |
| Geneos Wealth Management Inc. | 1.36K | $20.4K | −$5.49K | Added$1.72K |
| Parallel Advisors, LLC | 1.19K | $17.8K | −$4.89K | Added$1.21K |
| CWM, LLC | 1.07K | $16K | $16K | Added$16K |
| Beaird Harris Wealth Management, LLC | 1.07K | $16K | −$6.69K | Cut−$6.69K |
| IFP Advisors, Inc | 1.05K | $15.8K | −$3.62K | Added$3.53K |
| MORGAN STANLEY | 1K | $15K | −$1.63K | Added$9.47K |
| HOLLENCREST CAPITAL MANAGEMENT | 874 | $13.1K | −$3.18K | Added$2.31K |
| PlanVest Financial, Inc | 694 | $10.4K | — | Held |
| PNC Financial Services Group, Inc. | 658 | $9.87K | −$2.85K | Added$192 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 650 | $9.75K | −$2.63K | Added$817 |
| McIlrath & Eck, LLC | 510 | $7.65K | −$3.2K | Cut−$3.2K |
| Physician Wealth Advisors, Inc. | 475 | $7.13K | −$2.98K | Cut−$2.98K |
| Larson Financial Group LLC | 400 | $6K | −$1.88K | Cut−$381 |
| Allworth Financial LP | 339 | $5.08K | — | New |
| My Portfolio Guide, LLC | 265 | $3.98K | — | Held |
| Abound Wealth Management | 200 | $3K | −$1.25K | Cut−$1.25K |
| Betterment LLC | 135.3K | $2.03K | −$780 | Cut−$617 |
| JPL Wealth Management, LLC | 125 | $1.88K | — | New |
| Tower Research Capital LLC (TRC) | 43 | $645 | — | New |
| Cambridge Investment Research Advisors, Inc. | 17.5K | $263 | −$86 | Cut−$29 |
| BESSEMER GROUP INC | 65 | $1 | — | New |