| COMMONWEALTH EQUITY SERVICES, LLC | 702.7K | $19.4M | $946.5K | Added$4.93M |
| David Kennon Inc | 347.7K | $9.6M | $589.4K | Added$161.6K |
| JANE STREET GROUP, LLC | 229.8K | $6.34M | — | New |
| BANK OF AMERICA CORP /DE/ | 172.7K | $4.77M | $256K | Added$854.9K |
| LPL Financial LLC | 117.4K | $3.24M | $97.3K | Added$1.75M |
| RAYMOND JAMES FINANCIAL INC | 114.3K | $3.15M | $88.1K | Added$1.81M |
| Kestra Advisory Services, LLC | 110.1K | $3.04M | $181K | Added$273.4K |
| SCOTIA CAPITAL INC. | 98.5K | $2.72M | $64.3K | Added$1.74M |
| BEAM WEALTH ADVISORS, INC. | 98.3K | $2.71M | $132.8K | Added$683.3K |
| ENVESTNET ASSET MANAGEMENT INC | 89.3K | $2.47M | $58K | Added$1.58M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 84.2K | $2.32M | — | New |
| FLPUTNAM INVESTMENT MANAGEMENT CO | 70.8K | $1.95M | $111.4K | Added$251.1K |
| JPMORGAN CHASE & CO | 69.8K | $1.89M | $54.4K | Added$719.1K |
| OSAIC HOLDINGS, INC. | 60.5K | $1.67M | $102.6K | Cut−$1.63M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 57.4K | $1.6M | — | New |
| WealthTrust Axiom LLC | 55.4K | $1.53M | $93.9K | Added$93.9K |
| Fullerton Advisors, LLC | 50.7K | $1.4M | $86K | Added$66.8K |
| ROYAL BANK OF CANADA | 44.1K | $1.22M | $39.6K | Added$601K |
| Cetera Investment Advisers | 42.8K | $1.18M | $49.2K | Added$429.5K |
| IFP Advisors, Inc | 38.8K | $1.07M | $65.5K | Added$71.6K |
| Element Wealth, LLC | 36K | $992.6K | $60.7K | Added$64.8K |
| Citadel | 32.9K | $908.3K | $34.2K | Added$385.1K |
| Ameritas Advisory Services, LLC | 32.6K | $900.7K | $25.7K | Added$508.3K |
| Concurrent Investment Advisors, LLC | 32.1K | $886.3K | $54.4K | Cut−$46.5K |
| Plus Group Wealth Advisors LLC | 23.1K | $638K | $38.1K | Added$55.7K |
| NATIONAL BANK OF CANADA /FI/ | 21.8K | $604.7K | $16.5K | Added$371.6K |
| MML INVESTORS SERVICES, LLC | 19.9K | $549.8K | $33.8K | Added$9.68K |
| Fidelity | 19.8K | $547.8K | $32.2K | Added$54.9K |
| ARWA LLC | 17.8K | $504.2K | $32.8K | Added$160.7K |
| BEACON FINANCIAL GROUP | 18.1K | $500.2K | $28.8K | Added$60.6K |
| Steward Partners Investment Advisory, LLC | 17.9K | $494.2K | $30.3K | Cut−$6.16K |
| OmniStar Financial Group, Inc. | 15.6K | $431.3K | $26.2K | Cut−$11.8K |
| Elm3 Financial Group, LLC | 14.8K | $408K | $25.1K | Added$16.8K |
| Prime Capital Investment Advisors, LLC | 14.3K | $394.5K | $23.8K | Added$30.9K |
| &PARTNERS | 13K | $365.8K | — | New |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 12.1K | $333.4K | — | New |
| Advocate Investing Services LLC | 11.1K | $306.4K | — | New |
| HUB Investment Partners, LLC | 10.7K | $294.8K | $18.1K | Added$18.1K |
| Dynasty Wealth Management, LLC | 10.4K | $286.9K | — | New |
| Advisory Services Network, LLC | 10.3K | $285.5K | — | New |
| Eaton Financial Holdings Company, LLC | 10.3K | $284K | — | New |
| Stratos Investment Management, LLC | 10.3K | $283.1K | $16.7K | Added$27.3K |
| Soltis Investment Advisors LLC | 9.49K | $262.1K | $16K | Added$16.6K |
| Texas Capital Bank Wealth Management Services Inc | 9.46K | $261.3K | — | New |
| Pathfinder Wealth Consulting, Inc. | 9.03K | $249.3K | $15.3K | Cut−$4.26K |
| Snider Financial Group | 9.01K | $248.7K | $15.3K | Cut−$32.9K |
| Farther Finance Advisors, LLC | 7.94K | $220.4K | $13.2K | Added$34.5K |
| PFG Investments, LLC | 7.35K | $203K | — | New |
| Larson Financial Group LLC | 3.21K | $88.8K | $5.45K | Added$5.45K |
| MORGAN STANLEY | 2.88K | $79.6K | $4.88K | Added$4.88K |
| Rockefeller Capital Management L.P. | 1.56K | $43.2K | $2.61K | Added$3.05K |
| Godfrey Financial Associates, Inc. | 804 | $22.2K | $1.36K | Added$1.36K |
| Sunbelt Securities, Inc. | 704 | $19.4K | $1.19K | Cut−$571 |
| AE Wealth Management LLC | 600 | $16.6K | $1.02K | Added$1.02K |
| DELTA ASSET MANAGEMENT LLC/TN | 468 | $12.9K | $794 | Added$794 |
| TWIN PEAKS WEALTH ADVISORS, LLC | 333 | $9.19K | — | New |
| Western Wealth Management, LLC | 316 | $8.71K | — | New |
| NewEdge Advisors, LLC | 7.75K | $7.75K | −$193.1K | Cut−$205.7K |
| Aptus Capital Advisors, LLC | 263 | $7.26K | $440 | Added$523 |
| ASSETMARK, INC | 233 | $6.43K | $3 | Added$6.41K |
| Ball & Co Wealth Management Inc. | 14.4K | $398 | $24 | Added$37 |
| Cambridge Investment Research Advisors, Inc. | 10.9K | $302 | — | New |
| FLOW TRADERS U.S. LLC | 7.42K | $205 | $13 | Cut−$1.07K |
| WELLS FARGO & COMPANY/MN | 0 | $8 | — | Added$5 |