| LPL Financial LLC | 638.5K | $25.5M | −$153.3K | Cut−$491.2K |
| Strategic Investment Solutions, Inc. /IL | 396.8K | $15.8M | −$93.1K | Added$228.8K |
| BlackRock, Inc. | 343.8K | $13.7M | −$76.5K | Added$920.6K |
| Brookstone Capital Management | 218.4K | $8.71M | −$7.4K | Added$7.48M |
| Curran Financial Partners, LLC | 203K | $8.1M | −$41.9K | Added$1.09M |
| Cetera Investment Advisers | 200.2K | $7.99M | −$47.5K | Added$49.5K |
| CONGRESS ASSET MANAGEMENT CO | 178.4K | $7.12M | −$32.6K | Added$1.67M |
| One Capital Management, LLC | 175.2K | $6.99M | −$4.29K | Added$6.27M |
| MORGAN STANLEY | 172.6K | $6.89M | −$41.4K | Cut−$2.79M |
| BANK OF AMERICA CORP /DE/ | 166K | $6.62M | −$39.8K | Cut−$712.5K |
| Weaver Consulting Group | 148.6K | $5.93M | −$35.1K | Added$51.1K |
| Investment Advisory Group, LLC | 147.3K | $5.87M | −$34.6K | Added$80.4K |
| WELLS FARGO & COMPANY/MN | 108.2K | $4.32M | −$26K | Cut−$2.01M |
| Elevation Capital Advisory, LLC | 103K | $4.11M | −$6.26K | Added$3.06M |
| OSAIC HOLDINGS, INC. | 89.9K | $3.59M | −$14.1K | Added$1.25M |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 79.3K | $3.16M | −$18.3K | Added$98.1K |
| Private Advisor Group, LLC | 71.8K | $2.86M | −$17.2K | Cut−$155.9K |
| STIFEL FINANCIAL CORP | 71.5K | $2.85M | −$17.2K | Cut−$974.7K |
| GILPIN WEALTH MANAGEMENT, LLC | 71K | $2.83M | −$9.93K | Added$1.17M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 68.4K | $2.73M | −$9.7K | Added$1.11M |
| High Net Worth Advisory Group LLC | 56.6K | $2.26M | −$10.5K | Added$506.1K |
| Lido Advisors, LLC | 55.5K | $2.21M | −$14.9K | Cut−$4.08M |
| Legacy Capital Wealth Partners, LLC | 54.9K | $2.19M | −$13.2K | Cut−$13.2K |
| AVALON CAPITAL MANAGEMENT | 51.4K | $2.05M | — | New |
| HARBOUR INVESTMENTS, INC. | 45.4K | $1.81M | −$7.25K | Added$594.5K |
| JPMORGAN CHASE & CO | 44.4K | $1.75M | −$3.1K | Added$1.57M |
| Rothschild Wealth LLC | 40.1K | $1.6M | −$9.51K | Added$7.6K |
| COMMONWEALTH EQUITY SERVICES, LLC | 39.7K | $1.58M | −$8.98K | Added$86.8K |
| Mariner, LLC | 38.4K | $1.53M | −$9.18K | Cut−$60.5K |
| Consilium Wealth Advisory, LLC | 36.5K | $1.45M | −$8.71K | Cut−$2.53K |
| Waterloo Capital, L.P. | 35.3K | $1.41M | −$8.47K | Cut−$38.8K |
| KMG FIDUCIARY PARTNERS, LLC | 35K | $1.4M | −$8.14K | Added$36.5K |
| Onyx Bridge Wealth Group LLC | 32.9K | $1.31M | −$7.84K | Cut−$944 |
| RCW Management, LLC | 32K | $1.28M | −$7.68K | Cut−$7.68K |
| NATIONAL BANK OF CANADA /FI/ | 31.1K | $1.24M | −$11.5K | Cut−$325.5K |
| BlueStem Wealth Partners, LLC | 30.4K | $1.21M | −$7.3K | Cut−$45.6K |
| Corient Private Wealth LLC | 30K | $1.2M | −$7.23K | Cut−$207.2K |
| AMERIPRISE FINANCIAL INC | 29.8K | $1.19M | −$7.16K | Cut−$361.4K |
| RIK SAYLOR FINANCIAL, INC. | 29.5K | $1.18M | −$7.11K | Cut−$5.75K |
| UBS Group AG | 28.3K | $1.13M | −$6.8K | Cut−$21.6K |
| Visionary Wealth Advisors | 28.1K | $1.12M | −$6.76K | Cut−$821.5K |
| Thrive Capital Management, LLC | 26K | $1.04M | −$6.22K | Cut−$42.3K |
| Equitable Holdings, Inc. | 25.1K | $1.01M | −$0 | Added$221K |
| ROYAL BANK OF CANADA | 24.9K | $996K | −$4.61K | Cut−$582K |
| Phil A. Younker & Associates, Ltd. | 23.4K | $934.9K | −$5.62K | Cut−$5.63K |
| PERRYMAN FINANCIAL ADVISORY INC /AD | 23.2K | $925.4K | −$5.55K | Cut−$6.91K |
| RAYMOND JAMES FINANCIAL INC | 22.6K | $903.4K | −$5.43K | Cut−$15.1M |
| SILVER OAK SECURITIES, INCORPORATED | 22.4K | $894K | −$7.99K | Added$273.6K |
| Citadel | 21.5K | $857.1K | — | New |
| Sovereign Financial Group, Inc. | 21.1K | $841.4K | −$5.06K | Cut−$297.1K |
| Waverly Advisors, LLC | 20.9K | $833.3K | −$4.16K | Added$137.1K |
| Madrid Financial Services | 19.8K | $790.6K | — | Held |
| Modera Wealth Management, LLC | 19K | $758.3K | −$4.39K | Added$24.9K |
| RDA Financial Network | 18.2K | $725.8K | −$4.37K | Cut−$4.33K |
| Camarda Financial Advisors, LLC | 17.9K | $714K | −$4.28K | Cut−$28.4K |
| Legacy Wealth Partners, LLC | 17.7K | $705.3K | −$4.24K | Cut−$13.1K |
| Wealth Forward, LLC | 15.3K | $609K | −$3.66K | Cut−$9.4K |
| JONES FINANCIAL COMPANIES LLLP | 15.2K | $597.3K | −$6.76K | Added$250.1K |
| Prosperity Consulting Group, LLC | 14.5K | $579.8K | −$3.48K | Cut−$1.76K |
| Integrated Wealth Concepts LLC | 14.3K | $569.9K | −$3.45K | Cut−$229.9K |
| ENVESTNET ASSET MANAGEMENT INC | 14.1K | $561.1K | −$3.38K | Cut−$3.38M |
| Steward Partners Investment Advisory, LLC | 12.7K | $506.7K | −$3.05K | Cut−$569K |
| TRUE Private Wealth Advisors | 12.7K | $505K | −$3.04K | Cut−$3.04K |
| UNIQUE WEALTH, LLC | 12.3K | $488.9K | −$2.94K | Cut−$3.62K |
| Ausdal Financial Partners, Inc. | 11.9K | $476.4K | −$2.86K | Cut−$9.68K |
| VERUS CAPITAL PARTNERS, LLC | 11.5K | $456.9K | −$2.75K | Cut−$7.76K |
| BENJAMIN EDWARDS INC | 11.3K | $449K | −$1.37K | Added$220.3K |
| Spartan Wealth Advisory Services LLC | 11.2K | $446K | — | Held |
| Federation des caisses Desjardins du Quebec | 11K | $438.4K | −$2.64K | Cut−$2.64K |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 10.8K | $431.9K | −$2.6K | Cut−$169.1K |
| National Wealth Management Group, LLC | 10.6K | $421.6K | −$1.93K | Added$99.8K |
| Legacy Financial Group LLC | 10.4K | $415.9K | −$6.24K | Added$43K |
| Valpey Financial Services, LLC | 9.84K | $392.4K | −$2.34K | Cut−$67.8K |
| SAGE FINANCIAL GROUP INC | 9.49K | $378.8K | −$2.28K | Cut−$2.28K |
| Insight Wealth Partners, LLC | 9.4K | $375K | −$2.26K | Cut−$2.26K |
| GeoWealth Management, LLC | 9.24K | $368.7K | −$2.09K | Added$19.3K |
| Chicago Partners Investment Group LLC | 8.97K | $367.5K | $2.53K | Added$4.29K |
| Advisors Capital Management, LLC | 8.9K | $355.2K | −$2.14K | Cut−$2.14K |
| Darwin Wealth Management, LLC | 8.57K | $341.7K | −$2.05K | Cut−$1.17K |
| Dynamic Advisor Solutions LLC | 8.54K | $340.7K | — | New |
| AE Wealth Management LLC | 8.38K | $334.4K | −$2.02K | Cut−$1.34K |
| ASPIRIANT, LLC | 8.06K | $321.5K | −$1.93K | Cut−$1.94K |
| Transcendent Capital Group LLC | 7.89K | $314.8K | −$1.9K | Added$2.85K |
| MML INVESTORS SERVICES, LLC | 7.83K | $312.2K | −$1.87K | Cut−$47.6K |
| Archvest Wealth Advisors, Inc. | 7.83K | $312.1K | −$1.88K | Cut−$131.5K |
| BANK OF MONTREAL /CAN/ | 7.74K | $308.9K | −$1.86K | Cut−$20.4K |
| Millington Financial Advisors, LLC | 7.43K | $304.4K | $1.23K | Added$2.74K |
| BridgePort Financial Solutions, LLC | 7.63K | $304.1K | −$1.69K | Added$23.8K |
| Strategic Blueprint, LLC | 7.62K | $304K | — | New |
| Focus Partners Advisor Solutions, LLC | 7.47K | $298K | −$1.56K | Added$38.5K |
| Kestra Advisory Services, LLC | 7.33K | $292.2K | −$1.28K | Added$81.2K |
| NICOLET BANKSHARES INC | 7.27K | $291K | — | New |
| Valley Financial Group, Inc. | 7.1K | $283.3K | −$1.65K | Added$7.57K |
| Tempus Wealth Planning, LLC | 6.66K | $265.8K | −$1.56K | Cut−$727 |
| Well Done, LLC | 6.54K | $260.8K | −$1.57K | Cut−$10K |
| Fidelity | 6.49K | $259K | −$1.47K | Added$15.8K |
| EP Wealth Advisors, LLC | 6.41K | $255.8K | — | New |
| Spire Wealth Management | 6.39K | $255K | −$1.53K | Cut−$30.4K |
| First Commonwealth Financial Corp /PA/ | 6K | $239.3K | −$1.44K | Cut−$1.44K |
| ADVISORTRUST PARTNERS, LLC | 5.92K | $236.3K | — | New |
| Mutual Advisors, LLC | 5.77K | $230.3K | −$1.21K | Added$28.7K |
| HighTower Advisors, LLC | 5.67K | $226.1K | −$1.34K | Cut−$1.1K |
| &PARTNERS | 5.54K | $221.1K | — | New |
| Prentice Wealth Management LLC | 5.52K | $220.1K | −$1.2K | Added$18.9K |
| Coordinated Financial Services, Inc. | 5.26K | $209.8K | — | New |
| Western Wealth Management, LLC | 5.1K | $203.6K | −$1.22K | Cut−$419 |
| CWM, LLC | 4.87K | $194.1K | $146.1K | Added$194K |
| IFP Advisors, Inc | 4.64K | $185.2K | −$1.11K | Cut−$553 |
| TD PRIVATE CLIENT WEALTH LLC | 4.49K | $179.1K | — | New |
| Integrity Financial Corp /WA | 4.23K | $168.7K | −$1.01K | Cut−$4.55K |
| VANGUARD ADVISERS INC | 4.08K | $162.7K | — | Held |
| Geneos Wealth Management Inc. | 4K | $159.7K | −$961 | Cut−$961 |
| TD Waterhouse Canada Inc. | 3.88K | $155.2K | −$907 | Added$3.01K |
| Allworth Financial LP | 3.57K | $142.6K | −$744 | Added$16.5K |
| Bay Harbor Wealth Management, LLC | 3.32K | $132.4K | −$792 | Cut−$234 |
| Farther Finance Advisors, LLC | 3.22K | $128.7K | −$330 | Added$17.8K |
| IMA Advisory Services, Inc. | 3.17K | $126.4K | −$745 | Added$6K |
| Costello Asset Management, INC | 2.63K | $105.1K | −$633 | Cut−$633 |
| Mosley Wealth Management | 2.38K | $95.5K | — | New |
| Caldwell Trust Co | 2.25K | $89.8K | −$540 | Cut−$540 |
| MAI Capital Management | 1.88K | $75K | −$450 | Cut−$131 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1.88K | $74.8K | −$149 | Added$48.8K |
| Qube Research & Technologies Ltd | 1.79K | $71.3K | — | New |
| EVOLUTION WEALTH MANAGEMENT INC. | 1.78K | $70.9K | −$426 | Cut−$426 |
| United Community Bank | 1.43K | $56.8K | −$342 | Cut−$342 |
| Arax Advisory Partners | 1.39K | $55.6K | −$359 | Cut−$680 |
| Medallion Wealth Advisors, LLC | 1.34K | $53.3K | −$321 | Cut−$2.29K |
| Cornerstone Planning Group LLC | 1.24K | $50.7K | $103 | Added$5.55K |
| FIFTH THIRD BANCORP | 1.24K | $49.6K | — | New |
| Glen Eagle Advisors, LLC | 1.24K | $49.4K | −$285 | Cut−$86 |
| 1 NORTH WEALTH SERVICES LLC | 1.2K | $47.7K | −$286 | Cut−$286 |
| AdvisorNet Financial, Inc | 1.07K | $42.8K | −$256 | Added$3.73K |
| CoreCap Advisors, LLC | 843 | $33.6K | −$200 | Added$319 |
| Sunbelt Securities, Inc. | 816 | $32.6K | −$100 | Added$18.2K |
| N.E.W. Advisory Services LLC | 797 | $31.8K | −$191 | Cut−$191 |
| Advisory Services Network, LLC | 774 | $30.9K | — | New |
| NBC SECURITIES, INC. | 729 | $29.1K | −$148 | Cut−$148 |
| Leo H. Evart, Inc. | 692 | $27.6K | — | Held |
| Synergy Investment Management, LLC | 635 | $25.3K | — | New |
| Archer Investment Corp | 617 | $24.6K | −$148 | Cut−$148 |
| HFM Investment Advisors, LLC | 580 | $23.2K | −$99 | Added$21 |
| Tidemark, LLC | 551 | $22K | −$133 | Cut−$133 |
| ASSETMARK, INC | 495 | $19.7K | −$118 | Cut−$439 |
| DELTA ASSET MANAGEMENT LLC/TN | 475 | $18.9K | −$114 | Cut−$114 |
| Westfuller Advisors, LLC | 446 | $17.8K | −$111 | Cut−$31 |
| Aptus Capital Advisors, LLC | 365 | $14.6K | −$87 | Cut−$9.56K |
| HARBOR INVESTMENT ADVISORY, LLC | 347 | $13.8K | −$83 | Cut−$83 |
| Elevated Capital Advisors, LLC | 336 | $13.4K | −$82 | Added$237 |
| PRIVATE TRUST CO NA | 300 | $12K | −$72 | Cut−$72 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 183 | $7.3K | −$44 | Cut−$44 |
| Mascoma Wealth Management LLC | 183 | $7.3K | −$44 | Cut−$44 |
| NVWM, LLC | 176 | $7.02K | −$42 | Cut−$42 |
| Horizons Wealth Management | 156 | $6.22K | −$37 | Cut−$37 |
| MATHER GROUP, LLC. | 151 | $6K | — | New |
| Root Financial Partners, LLC | 107 | $4.27K | −$27 | Cut−$30.4K |
| Cambridge Investment Research Advisors, Inc. | 103.6K | $4.13K | −$23 | Added$407 |
| BNP PARIBAS FINANCIAL MARKETS | 28 | $1.12K | −$7 | Cut−$87 |
| Clearstead Advisors, LLC | 16 | $621 | −$40 | Cut−$1 |
| USAdvisors Wealth Management, LLC | 5.87K | $231 | −$4 | Cut−$9 |
| Janney Montgomery Scott LLC | 5.03K | $200 | −$2 | Cut−$841 |
| CX Institutional | 606 | $24 | −$0 | Added$1 |
| TWIN PEAKS WEALTH ADVISORS, LLC | 0 | $19 | — | New |
| Coston, McIsaac & Partners | 461 | $18 | −$0 | Held |