| LPL Financial LLC | 6.04M | $101.3M | −$874.4K | Added$39.4M |
| Fiduciary Trust Co | 3.69M | $61.9M | −$660.8K | Added$15.1M |
| RAYMOND JAMES FINANCIAL INC | 3.66M | $61.4M | −$776.5K | Added$6.38M |
| Bank of New York Mellon Corp | 2.74M | $45.9M | −$588.5K | Added$4.2M |
| ROYAL BANK OF CANADA | 2.45M | $41M | −$278K | Added$21.3M |
| Koshinski Asset Management, Inc. | 1.89M | $31.7M | −$376.6K | Added$4.98M |
| NewEdge Advisors, LLC | 1.08M | $26.2M | $7.82M | Cut−$11.3M |
| KINTRA WEALTH, LLC | 1.55M | $26M | −$368.3K | Cut−$105.9K |
| CWM, LLC | 1.54M | $25.8M | $22.7M | Added$25.8M |
| ENVESTNET ASSET MANAGEMENT INC | 1.33M | $22.4M | −$70.9K | Added$17.4M |
| Ferguson Shapiro LLC | 1.21M | $20.3M | −$180.5K | Added$7.55M |
| Prism Advisors, Inc. | 1.14M | $19.2M | −$273.1K | Cut−$174.9K |
| Mariner, LLC | 1.06M | $17.7M | −$144.2K | Added$7.47M |
| HighTower Advisors, LLC | 1.05M | $17.6M | −$150.4K | Added$6.96M |
| Rockefeller Capital Management L.P. | 993K | $16.7M | −$168.5K | Added$4.71M |
| NewEdge Wealth, LLC | 920.3K | $15.4M | −$220.9K | Cut−$921.2K |
| Independent Advisor Alliance | 905.6K | $15.2M | −$3.03K | Added$15M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 872.1K | $14.8M | −$689K | Cut−$6.11M |
| Berger Financial Group, Inc | 785.9K | $13.2M | — | New |
| Beaumont Financial Advisors, LLC | 767.3K | $12.9M | −$184.1K | Cut−$246.2K |
| Parallel Advisors, LLC | 744.6K | $12.5M | −$1.47K | Added$12.4M |
| STIFEL FINANCIAL CORP | 728.9K | $12.2M | −$150.2K | Added$1.58M |
| IFP Advisors, Inc | 603.2K | $10.1M | −$144.8K | Cut−$396.7K |
| Commonwealth Financial Services, LLC | 593.1K | $9.95M | −$130.8K | Added$677K |
| Capital Investment Counsel, LLC | 585.2K | $9.81M | −$133.7K | Added$336.7K |
| Cetera Investment Advisers | 579.3K | $9.71M | −$139K | Cut−$456.9K |
| COMMONWEALTH EQUITY SERVICES, LLC | 574.3K | $9.63M | −$133.8K | Added$150.2K |
| Arax Advisory Partners | 556.2K | $9.33M | −$128.6K | Added$212.5K |
| Kestra Advisory Services, LLC | 525.8K | $8.82M | −$112.4K | Added$850K |
| OSAIC HOLDINGS, INC. | 521.5K | $8.74M | −$83.3K | Added$2.84M |
| AXXCESS WEALTH MANAGEMENT, LLC | 488.7K | $8.19M | −$108.8K | Added$485.3K |
| Mach-1 Financial Group, LLC | 477.3K | $8M | — | New |
| Steward Partners Investment Advisory, LLC | 413.4K | $6.93M | −$3.53K | Added$6.68M |
| Prospera Financial Services Inc | 402.7K | $6.75M | −$96.7K | Cut−$285.2K |
| Oxford Wealth Group, LLC | 351.4K | $5.89M | — | New |
| Meridian Wealth Management, LLC | 339K | $5.68M | −$77.8K | Added$170.2K |
| Cullen/Frost Bankers, Inc. | 326K | $5.47M | −$694 | Added$5.42M |
| LEGACY FINANCIAL INDEPENDENT ADVISORS LLC | 321.4K | $5.39M | — | Held |
| Dynamic Advisor Solutions LLC | 319K | $5.35M | −$76.2K | Cut−$52.3K |
| HARBOUR INVESTMENTS, INC. | 289.6K | $4.86M | −$48.2K | Added$1.44M |
| Chris Bulman Inc | 287.8K | $4.83M | — | New |
| Philip James Wealth Mangement, LLC | 282.3K | $4.73M | −$67.7K | Cut−$2.06M |
| Farther Finance Advisors, LLC | 272.6K | $4.64M | $1.61K | Added$1.89M |
| Uniting Wealth Partners, LLC | 266.3K | $4.47M | — | New |
| &PARTNERS | 241.6K | $4.05M | — | New |
| Mutual Advisors, LLC | 233.3K | $3.91M | −$55.4K | Cut−$11.1K |
| VestGen Advisors, LLC | 210.8K | $3.91M | — | New |
| Brookstone Capital Management | 223.6K | $3.75M | — | New |
| Private Wealth Asset Management, LLC | 217.4K | $3.65M | −$29.6K | Added$1.55M |
| LINCOLN CAPITAL CORP | 200.2K | $3.36M | — | New |
| Pathstone Holdings, LLC | 197.5K | $3.31M | — | New |
| MGO ONE SEVEN LLC | 197.2K | $3.31M | −$19.1K | Added$1.95M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 166.9K | $2.8M | −$27.7K | Added$835.2K |
| DAYMARK WEALTH PARTNERS, LLC | 161.1K | $2.7M | −$35K | Added$222.4K |
| First National Trust Co | 158.3K | $2.66M | −$38K | Cut−$4.59M |
| AlTi Global, Inc. | 153.4K | $2.57M | −$32.8K | Added$248.9K |
| INSPIRION WEALTH ADVISORS, LLC | 145.7K | $2.44M | −$6.97K | Added$1.95M |
| Symphony Financial, Ltd. Co. | 143.4K | $2.36M | −$81.3K | Added$229K |
| Golden State Equity Partners | 133.4K | $2.24M | −$14.2K | Added$1.23M |
| WESPAC Advisors SoCal, LLC | 130.4K | $2.19M | −$31.3K | Cut−$10.3M |
| Blackhawk Capital Partners, LLC | 130.2K | $2.18M | −$25.1K | Added$403.7K |
| Sanctuary Advisors, LLC | 121.4K | $2.04M | −$11.3K | Added$1.23M |
| Golden State Wealth Management, LLC | 106.1K | $1.78M | −$25.4K | Cut−$721.1K |
| EASTERN BANK | 104K | $1.74M | −$25K | Cut−$25K |
| MML INVESTORS SERVICES, LLC | 101.5K | $1.7M | −$9.01K | Added$1.06M |
| Spire Wealth Management | 100.9K | $1.69M | — | New |
| LEIGH BALDWIN & CO., LLC | 100.3K | $1.68M | — | New |
| PSI Advisors, LLC | 97.5K | $1.63M | — | New |
| Advyzon Investment Management, LLC | 91.5K | $1.54M | −$21.5K | Added$9.97K |
| Boyer Financial Services, Inc. | 91.2K | $1.53M | −$38.2K | Added$349.4K |
| Apollon Wealth Management, LLC | 83.9K | $1.41M | −$15.1K | Added$339.5K |
| Concurrent Investment Advisors, LLC | 79.8K | $1.34M | −$19.2K | Cut−$525.8K |
| Legacy Capital Wealth Partners, LLC | 79.5K | $1.33M | — | New |
| FLPUTNAM INVESTMENT MANAGEMENT CO | 78.8K | $1.32M | −$18.9K | Cut−$49.6K |
| Legacy Wealth Managment, LLC/ID | 75.4K | $1.26M | — | New |
| Commerce Advisors, LLC | 74.8K | $1.25M | — | Held |
| HBW ADVISORY SERVICES LLC | 74.6K | $1.25M | −$15.6K | Added$145.1K |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 72.8K | $1.22M | — | New |
| INDEPENDENT FINANCIAL GROUP, LLC | 70.9K | $1.19M | −$11.2K | Added$397.2K |
| Wealthcare Advisory Partners LLC | 70.8K | $1.19M | −$14.3K | Added$173K |
| Cambridge Advisors Inc. | 70.5K | $1.18M | −$16.5K | Added$12.9K |
| Ducere Wealth Management LLC | 69.7K | $1.17M | −$16.6K | Cut−$9.04K |
| Triumph Capital Management | 65K | $1.09M | −$15.6K | Cut−$15.6K |
| Private Advisor Group, LLC | 64.6K | $1.08M | — | New |
| WORLD EQUITY GROUP, INC. | 64.1K | $1.08M | −$15.1K | Added$2.84K |
| Garden State Investment Advisory Services LLC | 60.1K | $1.01M | −$7.78K | Added$456.4K |
| Boyce & Associates Wealth Consulting, Inc. | 58.5K | $980.3K | −$7.73K | Added$432.7K |
| Advisory Services Network, LLC | 56.8K | $951.9K | — | New |
| Wisconsin Wealth Advisors, LLC | 54.9K | $920.4K | −$12.7K | Added$17K |
| GTS SECURITIES LLC | 54.4K | $911.5K | — | New |
| Meadow Creek Wealth Advisors LLC | 53.2K | $891.7K | −$6.18K | Added$453.8K |
| CAPTRUST FINANCIAL ADVISORS | 48.2K | $809.1K | −$11.6K | Cut−$11.6K |
| Waverly Advisors, LLC | 47.8K | $802.4K | −$10.4K | Added$68.4K |
| Advisor OS, LLC | 46.5K | $779.6K | −$8.75K | Added$159.5K |
| American Institute for Advanced Investment Management, LLP | 45.1K | $756.1K | −$12.6K | Added$12.3K |
| BARRETT & COMPANY, INC. | 44.3K | $743K | −$8.66K | Added$129K |
| Fifth Third Securities, Inc. | 39.3K | $659.7K | −$9.44K | Cut−$32.1K |
| RPS ADVISORY SOLUTIONS LLC | 38.3K | $642.8K | — | New |
| Jefferies Financial Group Inc. | 38.3K | $641.8K | — | New |
| Harvest Investment Services, LLC | 37.7K | $632.9K | −$9.06K | Cut−$9.06K |
| BENJAMIN EDWARDS INC | 37.5K | $629.6K | −$6.07K | Added$200.1K |
| PARSONS CAPITAL MANAGEMENT INC/RI | 35.6K | $597.6K | −$8.48K | Cut−$3.45K |
| AMERIPRISE FINANCIAL INC | 34.1K | $572.2K | — | New |
| STONEHAVEN WEALTH & TAX SOLUTIONS, LLC | 32.9K | $552.5K | −$7.22K | Added$40.9K |
| Dakota Wealth Management | 32.9K | $552.3K | — | New |
| WILLNER & HELLER, LLC | 32.2K | $540.6K | −$4.4K | Added$228.8K |
| Equitable Holdings, Inc. | 29.8K | $499.1K | — | New |
| JPMORGAN CHASE & CO | 29.6K | $476.8K | — | New |
| INTEGRITY ALLIANCE, LLC. | 24.8K | $415.3K | −$3.37K | Added$176.8K |
| Strategic Blueprint, LLC | 24.1K | $404.4K | −$5.79K | Cut−$8.02K |
| Gateway Wealth Partners, LLC | 23.6K | $396.5K | — | New |
| Lido Advisors, LLC | 22.9K | $383.4K | −$5.49K | Cut−$5.49K |
| Triad Wealth Partners, LLC | 22.9K | $383.2K | −$5.48K | Cut−$85.2K |
| Stratos Wealth Partners, LTD. | 22.1K | $371.1K | — | New |
| JANE STREET GROUP, LLC | 21.6K | $362.6K | −$5.19K | Cut−$1.71M |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 20.2K | $344K | $64 | Added$226.3K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 19.2K | $322.5K | −$2.86K | Added$119.9K |
| Aptus Capital Advisors, LLC | 18.4K | $307.7K | — | New |
| WOODWARD DIVERSIFIED CAPITAL, LLC | 16.3K | $304.6K | $19.9K | Added$102.3K |
| Atria Investments, Inc | 18K | $301.7K | — | New |
| Cornerstone Wealth Management, LLC | 17.6K | $296K | −$4.24K | Cut−$4.24K |
| Roxbury Financial LLC | 17.5K | $293.9K | — | New |
| Pinnacle Financial Partners, Inc. | 17.4K | $292.5K | −$4.19K | Cut−$4.19K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 16.8K | $282.3K | −$513 | Added$245.9K |
| PRINCIPAL SECURITIES, INC. | 16.4K | $275.8K | — | New |
| Optivise Advisory Services LLC | 15.5K | $259.4K | −$3.67K | Cut−$396 |
| GENTRY PRIVATE WEALTH, LLC | 15.2K | $255.3K | −$3.39K | Added$15.1K |
| CALTON & ASSOCIATES, INC. | 15.1K | $253.7K | −$3.63K | Cut−$6.81K |
| Opal Wealth Advisors, LLC | 15.1K | $252.6K | — | New |
| Sound Portfolio Advisors, LLC | 14.6K | $244.8K | — | New |
| MACROVIEW INVESTMENT MANAGEMENT LLC | 14.4K | $241.9K | — | New |
| Clear Creek Financial Management, LLC | 14K | $234.5K | — | New |
| MANCHESTER FINANCIAL INC | 13.9K | $233.2K | — | New |
| INSIGNEO ADVISORY SERVICES, LLC | 13.1K | $219.6K | — | New |
| D. E. Shaw & Co., Inc. | 12.7K | $212.2K | −$3.04K | Cut−$3.04K |
| Clear Point Advisors Inc. | 12.3K | $206.9K | −$2.96K | Cut−$2.96K |
| Quartz Partners, LLC | 11.8K | $197.9K | — | New |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 10.9K | $183.1K | — | New |
| RFG Advisory, LLC | 10.6K | $178.4K | — | New |
| CRUX WEALTH ADVISORS | 10.3K | $172K | −$2.46K | Cut−$2.46K |
| Integrity Financial Corp /WA | 9.16K | $153.7K | −$281 | Added$133.8K |
| Wealth Enhancement Trust Services, Inc. | 8.69K | $145.8K | −$2.09K | Cut−$38.5K |
| Kingdom Financial Group LLC. | 6.39K | $107.2K | −$1.54K | Cut−$70.9K |
| Lloyd Advisory Services, LLC. | 6.39K | $107.2K | — | New |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 5.98K | $100.2K | −$1.42K | Cut−$24.8K |
| Topsail Wealth Management, LLC | 3.6K | $60.4K | −$36 | Added$57.8K |
| Medallion Wealth Advisors, LLC | 2.94K | $49.3K | −$72 | Added$44.2K |
| GoalVest Advisory LLC | 2.21K | $37.1K | −$150 | Added$26.4K |
| Gen-Wealth Partners Inc | 1.79K | $30K | — | New |
| Millstone Evans Group, LLC | 1.73K | $29K | −$415 | Cut−$26K |
| PRIVATE TRUST CO NA | 1.72K | $28.8K | −$413 | Cut−$413 |
| Archer Investment Corp | 1.5K | $25.2K | — | New |
| Janney Montgomery Scott LLC | 1.45M | $24.3K | −$106 | Added$16.8K |
| AE Wealth Management LLC | 1.35K | $22.7K | — | New |
| Western Wealth Management, LLC | 1.29K | $21.6K | — | New |
| Smartleaf Asset Management LLC | 933 | $15K | — | New |
| Geneos Wealth Management Inc. | 850 | $14.3K | — | New |
| US BANCORP \DE\ | 704 | $11.8K | — | New |
| NBC SECURITIES, INC. | 650 | $10.9K | — | New |
| MORGAN STANLEY | 643 | $10.8K | — | New |
| DHJJ Financial Advisors, Ltd. | 573 | $9.61K | — | New |
| First Command Advisory Services, Inc. | 409 | $6.86K | — | New |
| OBSIDIAN CIO, LLC | 329 | $5.51K | −$80 | Cut−$862 |
| Cambridge Investment Research Advisors, Inc. | 291.1K | $4.88K | −$17 | Added$3.69K |
| Comprehensive Financial Planning, Inc./PA | 277 | $4.64K | — | New |
| WELLS FARGO & COMPANY/MN | 257 | $4.31K | −$62 | Cut−$242.9K |
| Fidelity | 157 | $2.63K | — | New |
| MAI Capital Management | 119 | $2K | −$29 | Cut−$29 |
| Betterment LLC | 36.3K | $608 | — | New |
| UBS Group AG | 27 | $453 | — | New |
| HRT FINANCIAL LP | 24K | $402 | — | New |
| HAZLETT, BURT & WATSON, INC. | 176 | $3 | $0 | Added$1 |