| Kestra Advisory Services, LLC | 121.2K | $2.03M | −$42.5K | Added$323.9K |
| JANE STREET GROUP, LLC | 84.7K | $1.42M | — | New |
| Cetera Investment Advisers | 79.8K | $1.34M | −$28.6K | Added$188.4K |
| Maridea Wealth Management LLC | 70.7K | $1.19M | −$15.5K | Added$563.6K |
| Concurrent Investment Advisors, LLC | 65.1K | $1.09M | −$27.9K | Cut−$388.8K |
| DAYMARK WEALTH PARTNERS, LLC | 57.9K | $971.7K | −$24.8K | Cut−$30.5K |
| TRUIST FINANCIAL CORP | 44.9K | $754K | — | New |
| ENVESTNET ASSET MANAGEMENT INC | 41.7K | $699.5K | — | New |
| Boyce & Associates Wealth Consulting, Inc. | 38.3K | $643.3K | −$8.84K | Added$288.3K |
| United Advisor Group, LLC | 31.4K | $526.7K | — | New |
| Citadel | 23.4K | $393.5K | — | New |
| Blackhawk Capital Partners, LLC | 22.4K | $376.5K | −$8.96K | Added$16.3K |
| HBW ADVISORY SERVICES LLC | 22.3K | $374.9K | — | New |
| STONEHAVEN WEALTH & TAX SOLUTIONS, LLC | 22K | $369.9K | −$8.6K | Added$24K |
| RAYMOND JAMES FINANCIAL INC | 21K | $352.4K | −$5.71K | Added$122.8K |
| WOODWARD DIVERSIFIED CAPITAL, LLC | 18.8K | $348.8K | — | New |
| GOLDMAN SACHS GROUP INC | 13.9K | $233.8K | — | New |
| OSAIC HOLDINGS, INC. | 10.3K | $173.5K | — | New |
| Advisory Services Network, LLC | 6.25K | $104.9K | — | New |
| Topsail Wealth Management, LLC | 3.7K | $62.1K | −$64 | Added$59.5K |
| NewEdge Advisors, LLC | 28.7K | $28.7K | — | New |
| HARBOUR INVESTMENTS, INC. | 985 | $16.5K | — | New |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 750 | $12.6K | — | New |
| ROYAL BANK OF CANADA | 497 | $8K | — | New |
| Fidelity | 232 | $3.9K | −$106 | Cut−$537 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 200 | $3.36K | — | New |
| FLOW TRADERS U.S. LLC | 18.1K | $305 | −$7 | Cut−$272 |
| SBI Securities Co., Ltd. | 8 | $134 | — | New |