| AE Wealth Management LLC | 2.1M | $77.3M | −$2.25M | Added$3.56M |
| COMMONWEALTH EQUITY SERVICES, LLC | 754.6K | $27.8M | −$875.4K | Cut−$2.43M |
| Berman McAleer LLC | 323K | $11.9M | −$338K | Added$824.3K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 179.2K | $6.65M | −$201K | Cut−$3.81M |
| Advisory Services Network, LLC | 164.2K | $6.04M | −$190.5K | Cut−$2.41M |
| Centennial Wealth Advisory LLC | 84.5K | $3.11M | −$98.1K | Cut−$142K |
| Kestra Advisory Services, LLC | 72.2K | $2.66M | −$59K | Added$726K |
| Western Wealth Management, LLC | 72K | $2.65M | — | New |
| PRINCIPAL SECURITIES, INC. | 52K | $1.91M | −$57.7K | Added$23.6K |
| OSAIC HOLDINGS, INC. | 35.8K | $1.32M | −$41.3K | Cut−$689.3K |
| World Investment Advisors | 31.3K | $1.15M | −$36.4K | Cut−$36.4K |
| RAYMOND JAMES FINANCIAL INC | 29.2K | $1.07M | −$32.6K | Added$9.24K |
| Sovran Advisors, LLC | 26.8K | $1.07M | $37.2K | Added$73.4K |
| Fidelity | 21.5K | $790.6K | −$21K | Added$103.1K |
| Citadel | 16K | $589.9K | −$18.6K | Cut−$642.8K |
| LPL Financial LLC | 13.8K | $509.5K | −$15.6K | Cut−$12 |
| CreativeOne Wealth, LLC | 12.3K | $453.1K | −$14.3K | Cut−$48.2K |
| Cetera Investment Advisers | 10.7K | $393.2K | −$12.4K | Cut−$1.22M |
| Williams & Novak, LLC | 10K | $371.3K | −$8.68K | Added$18.3K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 9.88K | $363.3K | −$7.78K | Added$108.9K |
| Beacon Capital Management, LLC | 8.5K | $312.8K | — | New |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 8.13K | $299.1K | −$9.43K | Cut−$165.6K |
| Mutual Advisors, LLC | 7.64K | $281.2K | −$8.88K | Cut−$18.1K |
| High Point Wealth Management, LLC | 6.22K | $229K | −$7.16K | Cut−$6.28K |
| Savvy Advisors, Inc. | 6.01K | $221K | −$6.97K | Cut−$30.8K |
| JANE STREET GROUP, LLC | 5.55K | $204.3K | — | New |
| RFG Advisory, LLC | 5.49K | $201.8K | — | New |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 5K | $183.9K | −$5.8K | Cut−$5.8K |
| JPMORGAN CHASE & CO | 4.24K | $152.6K | −$3.59K | Added$82.6K |
| UBS Group AG | 1.73K | $63.5K | −$1.09K | Added$27.9K |
| HARBOUR INVESTMENTS, INC. | 1.44K | $53K | −$510 | Added$36K |
| EVOLUTION WEALTH MANAGEMENT INC. | 1.44K | $52.8K | −$1.67K | Cut−$1.67K |
| Sunbelt Securities, Inc. | 913 | $33.6K | −$1.03K | Cut−$921 |
| Federation des caisses Desjardins du Quebec | 640 | $23.5K | −$742 | Cut−$742 |
| CWM, LLC | 495 | $18.2K | $18.2K | Added$18.2K |
| BANK OF MONTREAL /CAN/ | 490 | $18K | −$569 | Cut−$7.06K |
| Root Financial Partners, LLC | 415 | $15.3K | −$481 | Cut−$481 |
| NATIONAL BANK OF CANADA /FI/ | 285 | $10.5K | −$334 | Cut−$334 |
| Quest 10 Wealth Builders, Inc. | 134 | $4.93K | −$155 | Cut−$155 |
| Geneos Wealth Management Inc. | 109 | $3.99K | −$146 | Cut−$109 |
| Cambridge Investment Research Advisors, Inc. | 23K | $846 | −$20 | Added$223 |
| MORGAN STANLEY | 1 | $52 | — | New |
| Raleigh Capital Management Inc. | 1 | $23 | — | New |
| HANTZ FINANCIAL SERVICES, INC. | 175 | $6 | — | New |