| CWM, LLC | 218.4K | $18.3M | $18.2M | Added$18.3M |
| BANK OF AMERICA CORP /DE/ | 47K | $3.95M | −$12.8K | Cut−$260.1K |
| ROYAL BANK OF CANADA | 39.3K | $3.29M | −$9.73K | Added$588K |
| LPL Financial LLC | 25.2K | $2.11M | −$6.91K | Cut−$52.7K |
| FOSTER DYKEMA CABOT & PARTNERS, LLC | 21.4K | $1.8M | −$5.83K | Cut−$5.83K |
| JANE STREET GROUP, LLC | 20.1K | $1.69M | −$2.66K | Added$863.4K |
| ASPIRIANT, LLC | 16.5K | $1.39M | −$4.5K | Cut−$211.1K |
| MORGAN STANLEY | 14K | $1.17M | −$3.77K | Cut−$139K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 13.1K | $1.11M | −$11.1K | Cut−$188.5K |
| Focus Partners Wealth | 12.9K | $1.08M | −$3.5K | Cut−$3.5K |
| UBS Group AG | 11.2K | $939.6K | −$3.04K | Cut−$31.8K |
| Cetera Investment Advisers | 11.2K | $938.1K | −$3.04K | Cut−$16.5K |
| OSAIC HOLDINGS, INC. | 10.7K | $898K | −$2.89K | Cut−$70.5K |
| Brio Consultants, LLC | 9.48K | $848.6K | $43.4K | Added$156.3K |
| Beacon Bank & Trust | 9.58K | $804.4K | −$2.5K | Added$31.1K |
| Larson Financial Group LLC | 8.85K | $742.6K | −$2.18K | Added$68.9K |
| Vontobel Holding Ltd. | 8.39K | $704.6K | −$2.22K | Added$17.7K |
| Weil Company, Inc. | 8.16K | $685.2K | −$2.22K | Cut−$23.1K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 8.13K | $682.7K | −$2.21K | Cut−$48.3K |
| COMMONWEALTH EQUITY SERVICES, LLC | 7.89K | $662.1K | −$2.17K | Cut−$9.67K |
| REGATTA CAPITAL GROUP, LLC | 7.74K | $649.8K | −$2.03K | Added$37.8K |
| CITIGROUP INC | 7.43K | $624K | −$2.02K | Cut−$17K |
| Investment Research Partners LLC | 7.34K | $616.1K | −$1.88K | Added$35.4K |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 6.95K | $583.3K | −$1.89K | Cut−$3.66K |
| ENVESTNET ASSET MANAGEMENT INC | 6.91K | $579.8K | −$1.89K | Cut−$7.11K |
| Creative Planning | 6.47K | $543K | −$1.76K | Cut−$26.2K |
| Dynamic Advisor Solutions LLC | 6.37K | $535.1K | −$1.79K | Cut−$333.4K |
| Perigon Wealth Management, LLC | 5.84K | $490.3K | −$1.59K | Cut−$9.25K |
| KINTRA WEALTH, LLC | 5.8K | $487K | −$1.58K | Cut−$57.7K |
| PNC Financial Services Group, Inc. | 5.66K | $475.2K | −$1.55K | Cut−$11.5K |
| GTS SECURITIES LLC | 5.46K | $458.2K | −$1.31K | Added$53.1K |
| KilterHowling LLC | 5.31K | $445.7K | −$1.23K | Added$65.8K |
| INVESTED ADVISORS | 5.06K | $425K | −$1.37K | Added$1.82K |
| Plum Street Advisors, LLC | 5.04K | $423.1K | −$1.37K | Cut−$1.37K |
| US BANCORP \DE\ | 5K | $419.8K | −$1.36K | Cut−$3.63K |
| Warren Street Wealth Advisors, LLC | 4.99K | $419.1K | −$1.28K | Added$23.8K |
| Claro Advisors Inc. | 4.91K | $412.4K | −$1.34K | Cut−$2.68K |
| Tradition Wealth Management, LLC | 4.72K | $396K | −$1.28K | Cut−$5.24K |
| Allworth Financial LP | 4.53K | $380.6K | −$1.23K | Cut−$31K |
| Mariner, LLC | 4.45K | $373.2K | −$1.21K | Cut−$64.2K |
| Icahn Capital | 4.33K | $363.9K | −$1.18K | Cut−$29.2K |
| Modera Wealth Management, LLC | 4.27K | $358.6K | −$1.16K | Cut−$416.2K |
| Farther Finance Advisors, LLC | 4.2K | $355.9K | $2.31K | Cut−$3.25K |
| OPPENHEIMER ASSET MANAGEMENT INC. | 4.02K | $337.8K | −$1.08K | Added$4.72K |
| Eaton Financial Holdings Company, LLC | 3.56K | $299.1K | −$972 | Cut−$2.66K |
| Bond & Devick Financial Network, Inc. | 3.19K | $267.5K | −$862 | Added$397 |
| Granite Bay Wealth Management, LLC | 3K | $251.9K | −$816 | Cut−$816 |
| RAYMOND JAMES FINANCIAL INC | 2.9K | $243.3K | — | New |
| Integrated Wealth Concepts LLC | 2.83K | $237.9K | −$743 | Cut−$27.2K |
| MISSION WEALTH MANAGEMENT, LP | 2.8K | $235.1K | −$668 | Added$28.3K |
| Kingsview Wealth Management, LLC | 2.79K | $234.6K | −$760 | Cut−$14.9K |
| Highland Financial Advisors, LLC | 2.72K | $228.7K | −$664 | Added$23.1K |
| PFG Investments, LLC | 2.7K | $226.7K | −$734 | Cut−$734 |
| LFA - Lugano Financial Advisors SA | 2.52K | $211.7K | −$686 | Cut−$686 |
| Ameraudi Asset Management, Inc. | 2.5K | $209.9K | −$681 | Cut−$681 |
| JONES FINANCIAL COMPANIES LLLP | 2.55K | $207.6K | −$5.52K | Added$42K |
| Wealthfront Advisers LLC | 2.44K | $205K | −$665 | Cut−$16.5K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1.5K | $126K | −$282 | Added$38.7K |
| ASSETMARK, INC | 1.21K | $101.8K | −$330 | Cut−$4.54K |
| Advisory Services Network, LLC | 1.13K | $94.4K | — | New |
| Godfrey Financial Associates, Inc. | 1.12K | $94.1K | −$304 | Added$32 |
| Tanglewood Legacy Advisors, LLC | 950 | $79.8K | −$258 | Cut−$258 |
| BIRCHBROOK, INC. | 851 | $71.4K | −$220 | Added$3.56K |
| WELLS FARGO & COMPANY/MN | 848 | $71.2K | −$88 | Added$50.1K |
| BANK OF MONTREAL /CAN/ | 835 | $70.1K | −$227 | Cut−$227 |
| CVA Family Office, LLC | 702 | $58.9K | −$178 | Added$3.94K |
| Russell Investments Group, Ltd. | 600 | $50.4K | — | New |
| TD Waterhouse Canada Inc. | 584 | $49.2K | — | New |
| Financial Perspectives, Inc | 550 | $46.2K | −$150 | Cut−$150 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 474 | $40.2K | $261 | Added$261 |
| Steward Partners Investment Advisory, LLC | 400 | $33.6K | −$109 | Cut−$109 |
| HARBOUR INVESTMENTS, INC. | 275 | $23.1K | — | New |
| C M BIDWELL & ASSOCIATES LTD | 266 | $22.3K | −$73 | Cut−$73 |
| AE Wealth Management LLC | 197 | $16.5K | −$53 | Added$31 |
| Rossby Financial, LCC | 175 | $14.8K | $97 | Added$97 |
| AMERIFLEX GROUP, INC. | 162 | $13.6K | −$46 | Cut−$1.9K |
| 4Thought Financial Group Inc. | 151 | $12.7K | −$68 | Cut−$573 |
| Front Row Advisors LLC | 150 | $12.6K | −$41 | Cut−$41 |
| Cherry Tree Wealth Management, LLC | 148 | $12.4K | −$41 | Cut−$41 |
| NATIONAL BANK OF CANADA /FI/ | 124 | $10.4K | −$26 | Cut−$26 |
| Aptus Capital Advisors, LLC | 118 | $9.91K | −$33 | Cut−$33 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 116 | $9.74K | — | New |
| LRI Investments, LLC | 111 | $9.32K | −$20 | Added$3.09K |
| Hurley Capital, LLC | 87 | $7.3K | −$24 | Cut−$24 |
| NVWM, LLC | 60 | $5.04K | −$16 | Cut−$16 |
| JPMORGAN CHASE & CO | 61 | $4.97K | −$167 | Cut−$10.9K |
| FLOW TRADERS U.S. LLC | 48.5K | $4.07K | −$6 | Added$2.25K |
| Federation des caisses Desjardins du Quebec | 39 | $3.27K | −$11 | Cut−$11 |
| NewEdge Advisors, LLC | 3.22K | $3.22K | −$268.2K | Cut−$304.8K |
| Dunhill Financial, LLC | 32 | $2.69K | −$8 | Cut−$41.8K |
| Harel Insurance Investments & Financial Services Ltd. | 31.8K | $2.67K | −$7 | Added$525 |
| Geneos Wealth Management Inc. | 25 | $2.1K | −$7 | Cut−$7 |
| WOLFF WIESE MAGANA LLC | 16 | $1.34K | −$4 | Cut−$4 |
| Ashton Thomas Private Wealth, LLC | 11 | $921 | — | New |
| Cambridge Investment Research Advisors, Inc. | 3.72K | $312 | −$1 | Added$7 |
| Fidelity | 1 | $85 | — | New |
| HUNTINGTON NATIONAL BANK | 1 | $84 | $0 | Held |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 1 | $84 | $0 | Held |
| JTC Employer Solutions Trustee Ltd | 508 | $43 | $0 | Held |
| Capital Analysts, LLC | 259 | $22 | $0 | Held |
| Centerpoint Advisors, LLC | 195 | $16 | −$1 | Added$3 |
| Financial Connections Group, Inc. | 100 | $8 | $0 | Held |