| COMMONWEALTH EQUITY SERVICES, LLC | 1.56M | $54.4M | $905.7K | Cut−$977K |
| Fidelity | 1.52M | $53M | $882.3K | Cut−$1.44M |
| LPL Financial LLC | 473.4K | $16.5M | $157.7K | Added$7.17M |
| OSAIC HOLDINGS, INC. | 463.7K | $16.1M | $60.9K | Added$12.5M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 344.6K | $12M | $1.03K | Added$11.9M |
| SUMMIT WEALTH GROUP LLC / CO | 221.5K | $7.71M | $128.5K | Cut−$8.15K |
| Kingsview Wealth Management, LLC | 217.9K | $7.58M | — | New |
| Kestra Advisory Services, LLC | 202K | $7.03M | $37.3K | Added$4.83M |
| ROYAL BANK OF CANADA | 191.5K | $6.67M | $1.67K | Added$6.6M |
| D.A. DAVIDSON & CO. | 180K | $6.27M | — | New |
| Cetera Investment Advisers | 153.1K | $5.33M | $76.1K | Added$839.7K |
| OmniStar Financial Group, Inc. | 136.4K | $4.75M | $25.8K | Added$3.23M |
| JANE STREET GROUP, LLC | 130.9K | $4.56M | $58.1K | Added$1.13M |
| ENVESTNET ASSET MANAGEMENT INC | 126K | $4.39M | $47.6K | Added$1.58M |
| Roan Capital Partners | 111.5K | $3.88M | — | Held |
| Braeburn Wealth Management LLC | 110.9K | $3.86M | $64.3K | Cut−$3.56M |
| JPMORGAN CHASE & CO | 97.8K | $3.31M | −$29.5K | Added$1.01M |
| Cadent Capital Advisors, LLC | 69.1K | $2.4M | $40.1K | Added$37.1K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 61.4K | $2.16M | — | New |
| BANK OF AMERICA CORP /DE/ | 55.8K | $1.94M | $28.6K | Added$254.3K |
| RAYMOND JAMES FINANCIAL INC | 50.4K | $1.75M | $11.5K | Added$1.07M |
| Citadel | 47.5K | $1.65M | — | New |
| Inspire Advisors, LLC | 41.7K | $1.45M | $24.2K | Cut−$3.47M |
| &PARTNERS | 36.5K | $1.42M | $99.6K | Added$669K |
| Patriot Financial Group Insurance Agency, LLC | 39.8K | $1.38M | $10.3K | Added$778.5K |
| SEI INVESTMENTS CO | 38.4K | $1.34M | — | New |
| Mariner, LLC | 36.9K | $1.28M | $13.8K | Added$470.1K |
| EVERGREEN CAPITAL MANAGEMENT LLC | 35.8K | $1.25M | $20.8K | Added$20.8K |
| BENJAMIN EDWARDS INC | 34.4K | $1.2M | $17.4K | Added$170.8K |
| GREAT VALLEY ADVISOR GROUP, INC. | 31.6K | $1.1M | $18.4K | Cut−$668.5K |
| Compound Planning, Inc. | 30.7K | $1.07M | $17.8K | Added$18.8K |
| Align Financial, LLC | 28.1K | $977.7K | $949.6K | Added$16.3K |
| AMERIPRISE FINANCIAL INC | 23.9K | $831.8K | $13.9K | Cut−$26.8K |
| GTS SECURITIES LLC | 23.1K | $802.8K | — | New |
| PRINCIPAL SECURITIES, INC. | 21.4K | $745.4K | — | New |
| RCS Financial Planning, LLC | 20.5K | $715.3K | — | New |
| Arkadios Wealth Advisors | 19K | $661K | $10.3K | Added$55.1K |
| HBK Sorce Advisory LLC | 17.1K | $640.7K | $3.24K | Added$3.25K |
| Ameritas Advisory Services, LLC | 16K | $558.3K | $8.98K | Added$28.5K |
| Focus Financial Network, Inc. | 8.52K | $296.5K | — | New |
| Elequin Capital, LP | 8.13K | $283.1K | — | New |
| Asset Allocation Strategies LLC | 7.63K | $265.5K | $3.61K | Added$52.5K |
| Clarity Asset Management, Inc. | 7.52K | $261.9K | — | New |
| Sunbelt Securities, Inc. | 6.95K | $241.8K | $4.02K | Cut−$1.63K |
| STIFEL FINANCIAL CORP | 6.92K | $240.8K | — | New |
| Accelerate Investment Advisors LLC | 6.89K | $239.9K | — | New |
| MONEY CONCEPTS CAPITAL CORP | 6.65K | $231.5K | $3.86K | Added$3.86K |
| Prosperity Planning, Inc. | 6.05K | $210.7K | $3.51K | Cut−$9.36K |
| Farther Finance Advisors, LLC | 5K | $177K | $5.66K | Cut−$62.8K |
| NATIONAL BANK OF CANADA /FI/ | 4.92K | $171.2K | $2.81K | Cut−$1.98K |
| Advisory Services Network, LLC | 4.54K | $158.1K | — | New |
| MORGAN STANLEY | 4.53K | $157.6K | $2.59K | Added$5.51K |
| UBS Group AG | 3.65K | $127.2K | — | New |
| AE Wealth Management LLC | 3.65K | $127K | $2.02K | Added$9.01K |
| Spire Wealth Management | 3.24K | $112.8K | $1.88K | Added$1.85K |
| HARBOUR INVESTMENTS, INC. | 2.83K | $98.7K | $14 | Added$97.8K |
| FIFTH THIRD BANCORP | 2.12K | $73.9K | — | New |
| Cornerstone Planning Group LLC | 1.65K | $60.7K | $196 | Added$4.76K |
| BANK OF MONTREAL /CAN/ | 826 | $28.8K | $348 | Added$8.21K |
| Allworth Financial LP | 639 | $22.2K | $193 | Added$9.52K |
| Private Wealth Asset Management, LLC | 500 | $17.4K | — | New |
| Aptus Capital Advisors, LLC | 488 | $17K | $283 | Added$283 |
| TWIN PEAKS WEALTH ADVISORS, LLC | 411 | $14.3K | — | New |
| CoreCap Advisors, LLC | 268 | $9.33K | $155 | Cut−$14.9K |
| Root Financial Partners, LLC | 186 | $6.47K | $108 | Added$108 |
| MAI Capital Management | 167 | $5.83K | $97 | Added$97 |
| US BANCORP \DE\ | 167 | $5.81K | — | New |
| VANGUARD ADVISERS INC | 156 | $5.43K | — | Held |
| ASSETMARK, INC | 122 | $4.25K | — | New |
| IFP Advisors, Inc | 112 | $3.9K | $65 | Added$65 |
| Steward Partners Investment Advisory, LLC | 110 | $3.83K | $38 | Added$1.57K |
| AdvisorNet Financial, Inc | 97 | $3.38K | $57 | Added$57 |
| MATHER GROUP, LLC. | 90 | $3.13K | — | New |
| SHP Wealth Management | 80 | $2.79K | $47 | Added$47 |
| Steigerwald, Gordon & Koch Inc. | 80 | $2.79K | $47 | Added$47 |
| FLOW TRADERS U.S. LLC | 71.7K | $2.49K | — | New |
| BFSG, LLC | 46 | $1.6K | $27 | Added$27 |
| JONES FINANCIAL COMPANIES LLLP | 47 | $1.58K | — | New |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 45 | $1.57K | $26 | Added$26 |
| Dunhill Financial, LLC | 37 | $1.31K | $27 | Added$27 |
| Cambridge Investment Research Advisors, Inc. | 33.4K | $1.16K | $15 | Added$309 |
| Kozak & Associates, Inc. | 30 | $1.11K | $54 | Added$54 |
| Rockefeller Capital Management L.P. | 4 | $139 | $2 | Added$2 |
| Burk Holdings LLC | 3 | $118 | — | New |
| WELLS FARGO & COMPANY/MN | 1 | $29 | −$5 | Cut−$5.59K |
| Avion Wealth | 19 | $0 | — | New |