| PNC Financial Services Group, Inc. | 192.4K | $7.41M | $116K | Cut−$5.83M |
| MORGAN STANLEY | 139.4K | $5.37M | $80.4K | Added$317.5K |
| Accordant Advisory Group Inc | 113.7K | $4.38M | $51.4K | Added$1.15M |
| BANK OF AMERICA CORP /DE/ | 75.4K | $2.9M | $45.4K | Cut−$259.5K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 68.4K | $2.64M | $33.8K | Added$514K |
| LPL Financial LLC | 51.9K | $2M | $31.3K | Cut−$13.5K |
| Biltmore Family Office, LLC | 45.4K | $1.75M | $23.2K | Added$292.9K |
| One Wealth Map LLC | 31.9K | $1.39M | $179.8K | Added$157.1K |
| GTS SECURITIES LLC | 27.4K | $1.05M | $4.89K | Added$746.3K |
| COMMONWEALTH EQUITY SERVICES, LLC | 21.4K | $823.7K | $11.2K | Added$121.1K |
| JANE STREET GROUP, LLC | 18.5K | $711.9K | $11.1K | Cut−$172.3K |
| Cetera Investment Advisers | 17.9K | $690.1K | $10.8K | Cut−$209.3K |
| Citadel | 15.7K | $604.8K | $9.46K | Cut−$9.29M |
| Kestra Advisory Services, LLC | 15.7K | $604.1K | $9.45K | Cut−$1.51K |
| AMERIPRISE FINANCIAL INC | 15.4K | $593.9K | $9.31K | Cut−$56.9K |
| Wealthfront Advisers LLC | 12.8K | $494.5K | $7.74K | Cut−$25.6K |
| JONES FINANCIAL COMPANIES LLLP | 12.1K | $449.5K | −$7.89K | Added$43.9K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 11.5K | $446.2K | — | New |
| ROYAL BANK OF CANADA | 10.8K | $414K | $5.77K | Cut−$37K |
| UBS Group AG | 9.76K | $376.1K | $5.89K | Cut−$100.2K |
| Merit Financial Group, LLC | 9.38K | $361.4K | $5.66K | Added$1.64K |
| WELLS FARGO & COMPANY/MN | 8.21K | $316.2K | $4.97K | Cut−$26.8K |
| Creative Planning | 6.33K | $243.9K | $3.82K | Added$2.94K |
| WealthSpring Partners, LLC | 5.9K | $227.3K | $3.41K | Added$12.8K |
| OSAIC HOLDINGS, INC. | 5.63K | $217K | $3.35K | Added$3.04K |
| NBC SECURITIES, INC. | 1.63K | $63K | $986 | Cut−$4.21K |
| MCF Advisors LLC | 1.6K | $61.5K | $963 | Added$963 |
| Western Wealth Management, LLC | 1.1K | $42.3K | — | New |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1.03K | $39.7K | $508 | Added$7.49K |
| Kilter Group LLC | 1K | $38.5K | $603 | Added$603 |
| CDKV HOLDINGS LLC | 774 | $29.8K | $467 | Added$467 |
| BANK OF MONTREAL /CAN/ | 740 | $28.5K | $446 | Added$446 |
| Plante Moran Financial Advisors, LLC | 551 | $21.2K | $332 | Added$332 |
| MORRIS FINANCIAL CONCEPTS, INC. | 539 | $20.8K | $325 | Added$325 |
| SouthState Bank Corp | 525 | $20.2K | $316 | Added$316 |
| Hilltop National Bank | 524 | $20.2K | $316 | Added$316 |
| IFP Advisors, Inc | 507 | $19.5K | $306 | Added$306 |
| CWM, LLC | 486 | $18.7K | $7.62K | Added$18.7K |
| HARBOUR INVESTMENTS, INC. | 479 | $18.5K | $289 | Cut−$17.8K |
| Strategic Advocates LLC | 401 | $15.5K | $52 | Cut−$1.46M |
| Rockefeller Capital Management L.P. | 391 | $15.1K | $236 | Added$236 |
| FIFTH THIRD BANCORP | 354 | $13.6K | — | New |
| PFS Partners, LLC | 350 | $13.5K | $211 | Added$211 |
| Federation des caisses Desjardins du Quebec | 246 | $9.45K | — | New |
| Fidelity | 242 | $9.34K | $154 | Cut−$7.48K |
| Geneos Wealth Management Inc. | 242 | $9.33K | $145 | Added$145 |
| Farther Finance Advisors, LLC | 206 | $8.01K | $194 | Added$194 |
| Allworth Financial LP | 159 | $6.13K | $96 | Added$96 |
| CoreCap Advisors, LLC | 150 | $5.78K | $91 | Added$91 |
| PITTENGER & ANDERSON INC | 148 | $5.7K | — | New |
| Russell Investments Group, Ltd. | 145 | $5.59K | $88 | Added$88 |
| Sunbelt Securities, Inc. | 127 | $4.89K | — | New |
| ARMSTRONG ADVISORY GROUP, INC | 115 | $4.43K | $69 | Added$69 |
| Minot DeBlois Advisors LLC | 115 | $4.43K | $69 | Added$69 |
| Roxbury Financial LLC | 102 | $3.93K | $61 | Added$61 |
| Larson Financial Group LLC | 93 | $3.58K | $56 | Added$56 |
| WealthShield Partners, LLC | 89 | $3.43K | $53 | Added$53 |
| Bay Harbor Wealth Management, LLC | 50 | $1.93K | $30 | Added$30 |
| JPMORGAN CHASE & CO | 45 | $1.68K | −$18 | Added$1.1K |
| POM Investment Strategies, LLC | 30 | $1.16K | — | New |
| CX Institutional | 26.7K | $1.03K | $16 | Cut−$19 |
| City State Bank | 25 | $963 | $15 | Added$15 |
| AE Wealth Management LLC | 22 | $848 | $14 | Added$14 |
| GHP Investment Advisors, Inc. | 22 | $845 | $13 | Added$13 |
| Glassman Wealth Services | 20 | $757 | $12 | Added$12 |
| SOA Wealth Advisors, LLC. | 12 | $462 | $7 | Added$7 |
| Glen Eagle Advisors, LLC | 9 | $337 | $5 | Added$5 |
| Cambridge Investment Research Advisors, Inc. | 5.38K | $207 | $3 | Cut−$1 |
| Smithfield Trust Co | 1.14K | $44 | $1 | Added$1 |
| Financial Life Planners | 0 | $16 | — | New |
| Evolution Advisers, Inc. | 5 | $0 | $0 | Held |