| Sanctuary Advisors, LLC | 179.3K | $8.82M | −$57.4K | Cut−$781.5K |
| LPL Financial LLC | 137.8K | $6.77M | −$43.9K | Cut−$23.9K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 111.1K | $5.52M | −$47.1K | Cut−$426.7K |
| GOLDMAN SACHS GROUP INC | 61.3K | $3.01M | −$10.8K | Added$1.34M |
| Citadel | 46.7K | $2.3M | −$9.63K | Added$806.3K |
| BANK OF AMERICA CORP /DE/ | 46.4K | $2.28M | −$4.85K | Added$1.53M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 42.1K | $2.07M | — | New |
| COMMONWEALTH EQUITY SERVICES, LLC | 40.1K | $1.97M | −$12.8K | Cut−$131.1K |
| RAYMOND JAMES FINANCIAL INC | 35.6K | $1.75M | −$11.4K | Cut−$65.2K |
| OSAIC HOLDINGS, INC. | 27.7K | $1.36M | −$8.93K | Cut−$3.28M |
| Fidelity | 25.3K | $1.24M | −$7.84K | Added$31.6K |
| Global Assets Advisory, LLC | 35.5K | $1.02M | — | New |
| MERCER GLOBAL ADVISORS INC /ADV | 20.6K | $1.01M | −$6.59K | Cut−$1.02M |
| Atria Investments, Inc | 18.4K | $906.5K | −$5.9K | Cut−$8.2M |
| Golden State Wealth Management, LLC | 15.1K | $742.7K | −$4.81K | Cut−$1.22M |
| Rockefeller Capital Management L.P. | 13.9K | $685.8K | −$4.47K | Cut−$8.23K |
| Cetera Investment Advisers | 12K | $591.7K | −$3.49K | Added$46.7K |
| WEALTHGARDEN F.S. LLC | 10.8K | $532K | −$19.5K | Cut−$19.5K |
| NATIONAL BANK OF CANADA /FI/ | 9.31K | $457.2K | −$3.02K | Added$64.5K |
| HighTower Advisors, LLC | 8.23K | $404.5K | −$2.65K | Cut−$1.42K |
| GTS SECURITIES LLC | 7.33K | $360.2K | −$2.35K | Cut−$971.5K |
| Compound Planning, Inc. | 6.83K | $336K | −$2.17K | Cut−$3.8K |
| Quantinno Capital Management LP | 6.51K | $319.9K | −$1.48K | Added$91.9K |
| Newbridge Financial Services Group, Inc. | 5.84K | $287.3K | −$1.87K | Cut−$34.3K |
| Kestra Advisory Services, LLC | 5.22K | $256.9K | −$997 | Added$102.6K |
| XML Financial, LLC | 5.1K | $250.6K | −$1.61K | Added$2.82K |
| PRIVATE TRUST CO NA | 4.5K | $221.2K | −$1.44K | Cut−$1.44K |
| Integrated Wealth Concepts LLC | 4.37K | $214.6K | — | New |
| Cornerstone Wealth Group, LLC | 4.08K | $212.9K | $10.9K | Added$10.9K |
| IFP Advisors, Inc | 3.08K | $151.5K | −$986 | Cut−$986 |
| HARBOUR INVESTMENTS, INC. | 2.99K | $147K | −$957 | Cut−$957 |
| Signature Equity Partners, LLC | 1.73K | $85.3K | −$548 | Cut−$204 |
| UBS Group AG | 1.27K | $62.3K | — | New |
| CWM, LLC | 1.23K | $60.5K | $51.9K | Added$60.4K |
| Archer Investment Corp | 805 | $39.6K | −$295 | Cut−$642 |
| Steward Partners Investment Advisory, LLC | 746 | $36.7K | −$79 | Added$24.5K |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. | 705 | $34.3K | −$613 | Cut−$83.8K |
| Parallel Advisors, LLC | 627 | $30.9K | −$65 | Added$19.2K |
| US BANCORP \DE\ | 348 | $17.1K | — | New |
| Triumph Capital Management | 335 | $16.5K | −$88 | Cut−$39 |
| Sunrise Financial Services, LLC | 250 | $12.3K | −$80 | Cut−$80 |
| Root Financial Partners, LLC | 165 | $8.11K | −$53 | Cut−$53 |
| AE Wealth Management LLC | 120 | $5.9K | −$39 | Cut−$39 |
| ASSETMARK, INC | 108 | $5.31K | −$35 | Cut−$4.19K |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 101 | $4.99K | −$61 | Cut−$12 |
| MORGAN STANLEY | 90 | $4.42K | −$29 | Cut−$4.68K |
| Qube Research & Technologies Ltd | 83 | $4.08K | −$27 | Cut−$4.92K |
| Cambridge Investment Research Advisors, Inc. | 37.8K | $1.86K | −$12 | Added$21 |
| Allworth Financial LP | 25 | $1.23K | −$8 | Cut−$8 |
| Dunhill Financial, LLC | 20 | $987 | — | New |
| JPMORGAN CHASE & CO | 6 | $334 | $35 | Cut−$6.15K |
| WELLS FARGO & COMPANY/MN | 1 | $30 | $2 | Added$2 |