| BANK OF AMERICA CORP /DE/ | 908.7K | $22M | −$300.2K | Added$2.31M |
| RAYMOND JAMES FINANCIAL INC | 418.4K | $10.1M | −$115.8K | Added$2.53M |
| LPL Financial LLC | 312.3K | $7.55M | −$62.9K | Added$3.43M |
| Sentinel Advisory Group, LLC | 248.7K | $6.01M | — | Held |
| Kelly Financial Services LLC | 176.3K | $4.27M | — | New |
| MATHER GROUP, LLC. | 168.7K | $4.08M | — | New |
| Prime Capital Investment Advisors, LLC | 143.1K | $3.46M | −$53.7K | Cut−$4.42M |
| STIFEL FINANCIAL CORP | 132.4K | $3.2M | −$44.2K | Added$305.6K |
| Private Advisor Group, LLC | 99.6K | $2.41M | −$37.3K | Cut−$146.5K |
| ARMSTRONG ADVISORY GROUP, INC | 92.3K | $2.23M | −$25.4K | Added$569.9K |
| OSAIC HOLDINGS, INC. | 43.7K | $1.06M | −$11.8K | Added$296.1K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 37.1K | $896.6K | −$4.7K | Added$588.6K |
| Prosperity Consulting Group, LLC | 30.9K | $746.1K | −$11.6K | Cut−$11.6K |
| SeaCrest Wealth Management, LLC | 27.5K | $665K | −$11.8K | Cut−$11.8K |
| WealthShield Partners, LLC | 25.7K | $622.3K | −$9.44K | Added$4.42K |
| DOVER ADVISORS, LLC | 24.4K | $590.4K | −$7.98K | Added$67.6K |
| Mirae Asset Global Investments Co., Ltd. | 23.8K | $576.6K | — | New |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 23K | $551.9K | −$14K | Cut−$2.52M |
| Belpointe Asset Management LLC | 22.2K | $536.8K | −$5.99K | Added$144.5K |
| Fortis Capital Advisors, LLC | 22.2K | $536.8K | −$5.99K | Added$144.5K |
| MGO ONE SEVEN LLC | 18.3K | $441.5K | — | New |
| Citadel | 17.6K | $426.7K | −$6.62K | Cut−$98.5K |
| Nicholas Wealth, LLC. | 17.6K | $425.3K | — | New |
| Coordinated Financial Services, Inc. | 16.3K | $394.3K | −$5.8K | Added$14.8K |
| INDEPENDENT FINANCIAL GROUP, LLC | 12.9K | $310.8K | −$4.03K | Added$46.8K |
| PRIVATE TRUST CO NA | 11.6K | $286.5K | $1.68K | Added$1.68K |
| Comprehensive Financial Consultants Institutional, Inc. | 11.7K | $281.9K | −$4.37K | Cut−$4.37K |
| Cetera Investment Advisers | 11.4K | $274.9K | −$3.15K | Added$69K |
| HARBOUR INVESTMENTS, INC. | 11.2K | $269.6K | −$4.12K | Cut−$327 |
| CRA Financial Services, LLC | 9.22K | $222.9K | — | New |
| COMMONWEALTH EQUITY SERVICES, LLC | 9K | $217.6K | −$3.38K | Cut−$5.04M |
| Avidian Wealth Enterprises, LLC | 8.79K | $212.4K | −$3.29K | Cut−$3.29K |
| BlackRock, Inc. | 2K | $48.4K | −$750 | Cut−$750 |
| Advisory Services Network, LLC | 1.45K | $35.1K | — | New |
| Aptus Capital Advisors, LLC | 884 | $21.4K | −$332 | Cut−$332 |
| ASSETMARK, INC | 744 | $18K | — | New |
| Steward Partners Investment Advisory, LLC | 687 | $16.6K | −$257 | Cut−$257 |
| Red Tortoise LLC | 669 | $16.2K | −$265 | Added$1 |
| Farther Finance Advisors, LLC | 600 | $14.5K | −$213 | Cut−$213 |
| ROYAL BANK OF CANADA | 300 | $7K | −$414 | Cut−$6K |
| NATIONAL BANK OF CANADA /FI/ | 150 | $3.62K | −$56 | Added$185 |
| Sunbelt Securities, Inc. | 139 | $3.36K | −$50 | Cut−$3.46K |
| Triumph Capital Management | 31 | $750 | −$11 | Added$13 |
| Janney Montgomery Scott LLC | 16.9K | $410 | — | New |
| Destiny Wealth Partners, LLC | 14 | $339 | — | New |
| WELLS FARGO & COMPANY/MN | 0 | $2 | — | Cut−$21 |