| Pasadena Private Wealth, LLC | 252.7K | $7.88M | −$265.3K | Added$6.8M |
| Cetera Investment Advisers | 204.6K | $6.38M | −$2.07M | Cut−$2.26M |
| INDEPENDENT FINANCIAL GROUP, LLC | 172.1K | $5.37M | −$1.66M | Cut−$1.38M |
| Pathstone Holdings, LLC | 143.6K | $4.48M | −$1.18M | Cut−$324.7K |
| Rehmann Capital Advisory Group | 108.5K | $3.38M | −$1.08M | Cut−$1.05M |
| ENVESTNET ASSET MANAGEMENT INC | 98.9K | $3.09M | — | New |
| Integrated Wealth Concepts LLC | 62.5K | $1.95M | — | New |
| Hartmann Taylor Wealth Management, LLC | 59K | $1.84M | −$475.8K | Cut−$98.7K |
| U.S. Capital Wealth Advisors, LLC | 52.1K | $1.62M | — | New |
| INTRINSIC EDGE CAPITAL MANAGEMENT LLC | 45.6K | $1.42M | −$461.7K | Cut−$461.7K |
| HORIZON KINETICS ASSET MANAGEMENT LLC | 41K | $1.28M | −$415.8K | Cut−$415.8K |
| Mariner, LLC | 39.9K | $1.25M | −$348.9K | Cut−$177.4K |
| Wealthspire Advisors, LLC | 37.2K | $1.16M | −$109.8K | Added$714.1K |
| Modern Wealth Management, LLC | 28.3K | $890.2K | −$280.2K | Cut−$362.7K |
| Aries Wealth Management | 27.7K | $865.4K | −$147.9K | Added$262.1K |
| DeDora Capital, Inc. | 25.7K | $800.8K | −$197.6K | Cut−$4.8K |
| Elyxium Wealth, LLC | 24.7K | $771.3K | −$72.3K | Added$476.3K |
| Fortis Group Advisors, LLC | 22.3K | $768.1K | — | New |
| Keystone Financial Services, LLC | 20.9K | $653.1K | — | New |
| MATHER GROUP, LLC. | 16.8K | $524.3K | — | New |
| HUNTINGTON NATIONAL BANK | 15.6K | $468.6K | −$442.1K | Cut−$442.1K |
| Formidable Asset Management, LLC | 11.2K | $461.5K | −$162.8K | Cut−$1.21M |
| Rossmore Private Capital | 13.7K | $425.7K | — | New |
| Creative Planning | 13.4K | $417.2K | −$102.1K | Added$815 |
| Soltis Investment Advisors LLC | 11.7K | $363.7K | −$112.7K | Cut−$95.9K |
| 3EDGE Asset Management, LP | 9.67K | $301.6K | — | New |
| Claro Advisors Inc. | 9.3K | $290.2K | −$94.3K | Cut−$98.4K |
| AE Wealth Management LLC | 8.79K | $274.3K | −$88.4K | Cut−$86.4K |
| Duncan Williams Asset Management, LLC | 8.72K | $272K | — | New |
| OSAIC HOLDINGS, INC. | 8.7K | $271.3K | −$81K | Cut−$59.2K |
| Alesco Advisors LLC | 8.29K | $258.5K | −$84K | Cut−$84K |
| COMMONWEALTH EQUITY SERVICES, LLC | 8.23K | $256.7K | −$83.4K | Cut−$115.3K |
| Balboa Wealth Partners | 7.93K | $247.5K | −$73.2K | Cut−$51K |
| CAPTRUST FINANCIAL ADVISORS | 7.53K | $234.9K | −$60.5K | Cut−$11.8K |
| Visionary Wealth Advisors | 7.49K | $233.7K | — | New |
| Allworth Financial LP | 7.37K | $230K | −$74.7K | Cut−$91.5K |
| BIP Wealth, LLC | 7.27K | $226.9K | — | New |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 6.73K | $209.9K | −$68.2K | Cut−$232.1K |
| Farther Finance Advisors, LLC | 6.23K | $195.8K | −$17.4K | Added$123K |
| OAKWORTH CAPITAL, INC. | 4.61K | $143.7K | −$46.7K | Cut−$46.7K |
| Benson Wealth Management INC | 4.32K | $134.8K | −$43.8K | Cut−$132.9K |
| WHITTIER TRUST CO | 3.69K | $117.6K | −$46K | Cut−$46K |
| MCF Advisors LLC | 3.66K | $114.2K | — | New |
| WOLFF WIESE MAGANA LLC | 3.27K | $102K | −$33.1K | Cut−$33.1K |
| Legacy Wealth Managment, LLC/ID | 2.8K | $87.4K | −$16.6K | Added$19.8K |
| Federation des caisses Desjardins du Quebec | 2K | $62.1K | −$20.2K | Cut−$20.2K |
| CWM, LLC | 1.86K | $57.9K | $53.3K | Added$57.8K |
| Noble Wealth Management PBC | 1.35K | $42K | −$466 | Added$40.1K |
| JFS WEALTH ADVISORS, LLC | 1.16K | $36.1K | −$11.7K | Cut−$11.7K |
| Advisory Services Network, LLC | 1.11K | $34.5K | — | New |
| HARBOUR INVESTMENTS, INC. | 1.07K | $33.5K | — | New |
| ROTHSCHILD INVESTMENT LLC | 1K | $31.2K | −$10.1K | Cut−$10.1K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 745 | $23.2K | −$2.48K | Added$13.1K |
| SOA Wealth Advisors, LLC. | 719 | $22.4K | −$7.29K | Cut−$7.29K |
| Clearstead Advisors, LLC | 695 | $21.7K | −$7.04K | Cut−$7.04K |
| ROYAL BANK OF CANADA | 656 | $20K | — | New |
| US BANCORP \DE\ | 626 | $19.5K | −$6.34K | Cut−$6.34K |
| Sound Income Strategies, LLC | 615 | $19.3K | −$6.73K | Cut−$2.52K |
| Wealth Preservation Advisors, LLC | 599 | $18.7K | −$6.07K | Cut−$6.07K |
| Center for Financial Planning, Inc. | 480 | $15K | — | New |
| Larson Financial Group LLC | 393 | $12.3K | −$3.98K | Cut−$3.98K |
| Wilkerson Advisory Group LLC | 360 | $11.2K | −$1.8K | Added$3.87K |
| MCGUIRE CAPITAL ADVISORS INC | 330 | $10.3K | −$3.34K | Cut−$3.34K |
| Anfield Capital Management, LLC | 300 | $9.36K | −$1.41K | Added$3.61K |
| Manchester Capital Management LLC | 300 | $9.36K | −$3.04K | Cut−$3.04K |
| Sankala Group LLC | 284 | $8.64K | $116 | Added$116 |
| Truvestments Capital LLC | 269 | $8.39K | −$2.73K | Cut−$17.2K |
| Destiny Wealth Partners, LLC | 224 | $6.99K | — | New |
| Financial Perspectives, Inc | 221 | $6.89K | −$2.24K | Cut−$2.24K |
| Arax Advisory Partners | 200 | $6.24K | −$2.03K | Cut−$2.03K |
| IFP Advisors, Inc | 135 | $4.21K | — | New |
| Sunbelt Securities, Inc. | 135 | $4.21K | −$1.37K | Cut−$1.37K |
| Ancora Advisors LLC | 42 | $1.31K | — | New |
| EverSource Wealth Advisors, LLC | 20 | $624 | −$202 | Cut−$202 |
| Cambridge Investment Research Advisors, Inc. | 10.4K | $325 | −$64 | Added$63 |
| Atlantic Edge Private Wealth Management, LLC | 10 | $312 | −$101 | Cut−$2.79K |
| Smithfield Trust Co | 1.42K | $45 | −$13 | Cut−$13 |
| Forum Finance Group S.A. | 215 | $5 | — | Held |