| LPL Financial LLC | 1.51M | $77.6M | −$2.11M | Added$23.4M |
| COMMONWEALTH EQUITY SERVICES, LLC | 1.45M | $74.4M | −$2.78M | Added$2.99M |
| Mariner, LLC | 1.03M | $52.7M | −$2.07M | Cut−$575.4K |
| Socha Financial Group, LLC | 586.1K | $30.1M | −$1.22M | Cut−$1.61M |
| NOVEM GROUP | 454.6K | $23.3M | −$943.2K | Cut−$1.18M |
| Kestra Advisory Services, LLC | 328.9K | $16.9M | −$604.2K | Added$1.33M |
| DAHRING | CUSMANO LLC | 296.6K | $15.2M | −$615.4K | Cut−$1.58M |
| ENVESTNET ASSET MANAGEMENT INC | 285.7K | $14.7M | −$592.8K | Cut−$1.35M |
| Fiduciary Planning LLC | 268.6K | $13.8M | −$522.9K | Added$328.5K |
| Prasad Wealth Partners, LLC | 261.5K | $13.4M | −$527.7K | Cut−$161.3K |
| HUNTINGTON NATIONAL BANK | 258.5K | $13.3M | −$536.3K | Cut−$1.1M |
| Tactive Advisors, LLC | 237.7K | $12.2M | −$493.1K | Cut−$2.41M |
| Equitable Holdings, Inc. | 170.2K | $9.08M | $0 | Added$4.47M |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 167K | $8.56M | −$265.1K | Added$1.75M |
| Onyx Bridge Wealth Group LLC | 139.3K | $7.14M | −$289.1K | Cut−$1.91M |
| RFG - Bristol Wealth Advisors, LLC | 138.6K | $7.11M | −$244.7K | Added$815.7K |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 135.8K | $6.97M | −$278.8K | Cut−$201.6K |
| MENORA MIVTACHIM HOLDINGS LTD. | 132.9K | $6.82M | — | New |
| Concurrent Investment Advisors, LLC | 126.3K | $6.48M | −$262K | Cut−$311.6K |
| INSIGNEO ADVISORY SERVICES, LLC | 125.2K | $6.42M | — | New |
| Dedeker Financial LLC | 118.8K | $6.09M | −$246.5K | Cut−$730.6K |
| OSAIC HOLDINGS, INC. | 110.4K | $5.66M | −$229.6K | Cut−$4.46M |
| HARBOUR INVESTMENTS, INC. | 105.6K | $5.41M | −$196.7K | Added$357K |
| JANE STREET GROUP, LLC | 73.9K | $3.79M | −$20.5K | Added$3.26M |
| Stratos Wealth Partners, LTD. | 59.5K | $3.05M | −$104.3K | Added$372.3K |
| CORE WEALTH ADVISORS, LLC | 56.9K | $2.92M | — | New |
| Anson Capital, Inc. | 55.6K | $2.85M | −$113K | Cut−$55.5K |
| Patriot Financial Group Insurance Agency, LLC | 53.8K | $2.76M | −$53.2K | Added$1.39M |
| Orion Porfolio Solutions, LLC | 41.5K | $2.13M | −$86.1K | Cut−$95K |
| Dana Investment Advisors, Inc. | 37.9K | $1.94M | −$77.5K | Cut−$48.3K |
| FOUNDERS FINANCIAL SECURITIES LLC | 35.4K | $1.92M | $27.4K | Added$180.3K |
| STIFEL FINANCIAL CORP | 36K | $1.84M | −$74.7K | Cut−$139.7K |
| MML INVESTORS SERVICES, LLC | 34.6K | $1.77M | −$71.7K | Cut−$121.9K |
| KANE INVESTMENT MANAGEMENT, INC. | 32.8K | $1.68M | −$68K | Cut−$67.3K |
| Sandhill Capital Partners LLC | 30.8K | $1.58M | — | New |
| Sanctuary Advisors, LLC | 28.6K | $1.47M | −$57.7K | Cut−$18.6K |
| Fidelity | 27K | $1.39M | −$51K | Added$73K |
| Cetera Investment Advisers | 24.5K | $1.26M | −$40.3K | Added$220.1K |
| GTS SECURITIES LLC | 20K | $1.03M | −$20.6K | Added$499.6K |
| Arkadios Wealth Advisors | 19.9K | $1.02M | — | New |
| Barnes Wealth Management Group, Inc | 19.9K | $1.02M | — | New |
| Farther Finance Advisors, LLC | 19.4K | $1.01M | −$30.1K | Cut−$27.8K |
| CWM, LLC | 19.4K | $996.5K | $195.7K | Added$996.3K |
| OPPENHEIMER & CO INC | 18.6K | $956.2K | −$38.7K | Cut−$77.6K |
| World Investment Advisors | 18.6K | $953.4K | −$34.3K | Added$73.1K |
| Mascagni Wealth Management, Inc. | 17.4K | $892.8K | −$36.1K | Cut−$116K |
| Triad Wealth Partners, LLC | 15K | $769.2K | −$13.2K | Added$429.3K |
| Per Stirling Capital Management, LLC. | 14.3K | $730.9K | −$29.5K | Cut−$660.2K |
| Atlas Private Wealth Advisors | 13.7K | $702.9K | −$19.3K | Added$206.6K |
| UPTICK PARTNERS, LLC | 13.5K | $691.5K | −$14.3K | Added$323.5K |
| New Covenant Trust Company, N.A. | 12K | $613.6K | −$29.4K | Cut−$60.1K |
| WESTCO ADVISORY SERVICES INC /ADV | 12K | $613.6K | −$24.8K | Cut−$31K |
| Private Advisor Group, LLC | 11.4K | $585K | — | New |
| BROWN ADVISORY INC | 10.9K | $556.9K | −$22.5K | Cut−$22.5K |
| ROYAL BANK OF CANADA | 9.7K | $497K | −$21.3K | Cut−$623K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 9.61K | $493K | −$19.9K | Cut−$46K |
| Western Wealth Management, LLC | 9.46K | $485.1K | −$14.3K | Added$117.7K |
| Elm3 Financial Group, LLC | 9.08K | $465.7K | −$18.8K | Cut−$17.8K |
| Integrated Wealth Concepts LLC | 8.76K | $449.4K | — | New |
| PRINCIPAL SECURITIES, INC. | 8.7K | $446K | −$13.4K | Added$102.2K |
| OneAscent Financial Services LLC | 8.52K | $436.8K | −$17.7K | Cut−$21.6K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 8.16K | $423.3K | −$21.6K | Cut−$32.4K |
| Perigon Wealth Management, LLC | 8.08K | $414.6K | −$16.8K | Cut−$16.8K |
| Aptus Capital Advisors, LLC | 7.61K | $390.5K | −$15.8K | Cut−$66.3K |
| RAYMOND JAMES FINANCIAL INC | 7.46K | $382.5K | −$15.2K | Cut−$9.34K |
| MONECO ADVISORS, LLC | 7.33K | $375.8K | −$15.2K | Cut−$14.3K |
| Sigma Planning Corp | 7.17K | $367.7K | −$14.9K | Cut−$144.5K |
| Visionary Wealth Advisors | 6.53K | $334.8K | −$13K | Added$47 |
| Brookstone Capital Management | 6.34K | $325.2K | — | New |
| Regal Investment Advisors LLC | 5.32K | $272.8K | −$11K | Cut−$85.1K |
| FLORIDA FINANCIAL ADVISORS, LLC | 4.95K | $253.9K | −$10K | Cut−$4.77K |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 4.27K | $219.2K | −$8.86K | Cut−$73.8K |
| Keystone Financial Group | 4.25K | $218K | — | New |
| JPMORGAN CHASE & CO | 3.84K | $190.5K | −$530 | Added$183.1K |
| Advisory Services Network, LLC | 3.56K | $182.5K | — | New |
| Root Financial Partners, LLC | 2.5K | $128.2K | — | New |
| Clearstead Advisors, LLC | 2.17K | $111.2K | — | New |
| TD Capital Management LLC | 2.14K | $109.6K | −$4.43K | Cut−$4.17K |
| FIFTH THIRD BANCORP | 1.91K | $97.9K | — | New |
| UBS Group AG | 1.91K | $97.9K | — | New |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1.7K | $87.3K | — | New |
| MAI Capital Management | 1.64K | $84.1K | — | New |
| MORGAN STANLEY | 1.41K | $72.4K | −$2.93K | Cut−$3.1K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 1.28K | $65.6K | — | New |
| Steward Partners Investment Advisory, LLC | 625 | $32.1K | −$1.3K | Cut−$1.3K |
| Arax Advisory Partners | 531 | $27.2K | — | New |
| Financial Freedom, LLC | 516 | $26.5K | — | New |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 500 | $25.7K | −$1.03K | Cut−$978 |
| Sunbelt Securities, Inc. | 493 | $25.3K | −$1.03K | Cut−$11.5K |
| Sound Income Strategies, LLC | 485 | $25.1K | −$1.28K | Cut−$1.27K |
| NATIONAL BANK OF CANADA /FI/ | 418 | $21.4K | −$869 | Cut−$5.99K |
| PRIVATE TRUST CO NA | 414 | $21.2K | −$508 | Added$8.16K |
| BANK OF MONTREAL /CAN/ | 320 | $16.4K | −$664 | Cut−$664 |
| High Point Wealth Management, LLC | 307 | $15.8K | −$651 | Cut−$600 |
| Central Pacific Bank - Trust Division | 160 | $8.21K | −$332 | Cut−$332 |
| JONES FINANCIAL COMPANIES LLLP | 147 | $7.33K | — | New |
| Rosenberg Matthew Hamilton | 96 | $4.92K | −$200 | Cut−$200 |
| Envision Financial Transparency, LLC | 63.6K | $3.26K | — | Held |
| Cambridge Investment Research Advisors, Inc. | 45K | $2.31K | −$54 | Added$904 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | 41.4K | $2.12K | −$83 | Cut−$19 |
| Thrivent Financial for Lutherans | 23.3K | $1.19K | −$56 | Cut−$1.85K |
| Larson Financial Group LLC | 21 | $1.08K | — | New |
| Geneos Wealth Management Inc. | 15 | $769 | — | New |
| Triumph Capital Management | 3 | $154 | — | New |
| WELLS FARGO & COMPANY/MN | 1 | $50 | — | Added$49 |
| Coston, McIsaac & Partners | 668 | $34 | −$1 | Added$9 |