| Main Street Research LLC | 1.96M | $81.9M | $591.4K | Added$2.72M |
| LPL Financial LLC | 711.6K | $29.7M | $192.4K | Added$3.99M |
| EVOLVE PRIVATE WEALTH, LLC | 647.5K | $27.1M | $191.1K | Added$1.49M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 407.6K | $17M | $125.2K | Added$275K |
| Larson Financial Group LLC | 383.6K | $16M | $101.1K | Added$2.49M |
| TRB Wealth Management, LLC | 382.3K | $16M | — | Held |
| Modern Wealth Management, LLC | 282.3K | $12M | $304.9K | Cut−$1.43M |
| Causey Wealth LLC | 273.9K | $11.4M | $84.9K | Cut−$123.6K |
| Phoenix Wealth Advisors | 262.2K | $11M | $81.3K | Cut−$910.6K |
| Financial Strategies Group, Inc. | 222.6K | $9.81M | $365.2K | Added$765.5K |
| Eagle Strategies LLC | 181.8K | $7.6M | $52.4K | Added$589.4K |
| COURIER CAPITAL LLC | 180.9K | $7.56M | $53.7K | Added$367.8K |
| Cetera Investment Advisers | 179.3K | $7.49M | $46.6K | Added$1.26M |
| Systelligence, LLC | 165.5K | $6.91M | $21.8K | Added$3.99M |
| SouthState Bank Corp | 163.3K | $6.82M | — | New |
| McAdam, LLC | 158.9K | $6.64M | $49.3K | Cut−$36.1K |
| Beacon Pointe Advisors, LLC | 148.5K | $6.21M | $33.7K | Added$1.7M |
| Advisors Capital Management, LLC | 146K | $6.1M | $43.1K | Added$337.1K |
| STIFEL FINANCIAL CORP | 142.7K | $5.96M | $12.1K | Added$4.34M |
| EXCHANGE TRADED CONCEPTS, LLC | 140.3K | $5.86M | $43.5K | Cut−$710.8K |
| Cerity Partners LLC | 133K | $5.56M | $32.4K | Added$1.22M |
| Beaird Harris Wealth Management, LLC | 128.9K | $5.39M | $40K | Cut−$142.6K |
| Bedel Financial Consulting, Inc. | 121.1K | $5.06M | $37.5K | Added$41.5K |
| Bell Investment Advisors, Inc | 108.8K | $4.55M | $33.7K | Cut−$80.7K |
| COMMONWEALTH EQUITY SERVICES, LLC | 98.3K | $4.11M | $30K | Added$99.4K |
| MML INVESTORS SERVICES, LLC | 91.7K | $3.83M | $28.5K | Cut−$71.5K |
| JANE STREET GROUP, LLC | 91.2K | $3.81M | — | New |
| White Wing Wealth Management | 85.6K | $3.58M | $25.9K | Added$118.7K |
| HighTower Advisors, LLC | 83.1K | $3.47M | $25.7K | Cut−$172K |
| Financial Freedom, LLC | 72.1K | $3.01M | $12K | Added$1.41M |
| ENVESTNET ASSET MANAGEMENT INC | 70.9K | $2.96M | $22K | Cut−$224K |
| BANK OF AMERICA CORP /DE/ | 70.6K | $2.95M | $20.1K | Added$262.9K |
| Intrua Financial, LLC | 61.4K | $2.56M | $17.1K | Added$272.5K |
| Williams & Novak, LLC | 58.4K | $2.48M | $60.2K | Added$171.6K |
| Farther Finance Advisors, LLC | 57.5K | $2.45M | $60.9K | Added$111.3K |
| OSAIC HOLDINGS, INC. | 56.5K | $2.36M | $12.9K | Added$635.6K |
| JBF Capital, Inc. | 56.3K | $2.35M | $17.5K | Added$17.5K |
| MERCER GLOBAL ADVISORS INC /ADV | 54K | $2.26M | $3.18K | Added$1.83M |
| Glass Jacobson Investment Advisors llc | 44.3K | $1.85M | $13.5K | Added$48.2K |
| RAYMOND JAMES FINANCIAL INC | 40.1K | $1.68M | $12.1K | Added$57.5K |
| BENJAMIN EDWARDS INC | 39.8K | $1.66M | — | New |
| Bank of New York Mellon Corp | 36K | $1.51M | $11K | Added$43.3K |
| Waverly Advisors, LLC | 35.1K | $1.47M | $10.9K | Added$10.9K |
| Breakwater Capital Group | 34.9K | $1.46M | $9.63K | Added$171.9K |
| Modera Wealth Management, LLC | 34.7K | $1.45M | $10.8K | Added$10.8K |
| KWB Wealth | 34.1K | $1.42M | −$1 | Cut−$7.55K |
| &PARTNERS | 32.1K | $1.34M | $9.95K | Cut−$408.6K |
| Horizon Investment Services, LLC | 31.5K | $1.32M | $7.34K | Added$333.1K |
| Certified Advisory Corp | 30K | $1.25M | $9.29K | Added$6.05K |
| VISTA INVESTMENT MANAGEMENT | 29.8K | $1.24M | $9.15K | Added$19.8K |
| Montis Financial, LLC | 26.1K | $1.09M | $8.08K | Added$9.34K |
| Chicago Partners Investment Group LLC | 24.4K | $1.09M | $7.82K | Added$7.82K |
| Longview Financial Advisors, Inc. | 25.1K | $1.05M | $7.81K | Cut−$6.08K |
| Equitable Holdings, Inc. | 24.3K | $1.01M | $0 | Cut−$10.8K |
| J.W. COLE ADVISORS, INC. | 22.8K | $953.8K | $22.2K | Cut−$2.26K |
| Faithward Advisors, LLC | 22.6K | $946K | $4.6K | Added$331.5K |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 22.1K | $924.4K | $6.86K | Cut−$115.7K |
| RHS Financial, LLC | 20.5K | $857.1K | $6.36K | Cut−$186.3K |
| Stonebridge Wealth Management, LLC | 19.3K | $805.6K | $5.98K | Added$5.11K |
| CAPTRUST FINANCIAL ADVISORS | 18.6K | $777.5K | $5.75K | Added$7.84K |
| RED REEF ADVISORS LLC | 17.6K | $734.3K | $5.24K | Added$32.6K |
| D.A. DAVIDSON & CO. | 17.4K | $726.8K | $5.16K | Added$36.1K |
| Index Fund Advisors, Inc. | 16.9K | $707K | $5.24K | Added$5.24K |
| Integrated Wealth Concepts LLC | 16.3K | $682.3K | $5.06K | Added$43 |
| Mariner, LLC | 15.1K | $629.8K | — | New |
| Independent Advisor Alliance | 14.8K | $616.4K | — | New |
| Arkadios Wealth Advisors | 14.6K | $609.1K | $4.47K | Added$11.5K |
| Narus Financial Partners, LLC | 13.6K | $569K | $3.86K | Added$52.9K |
| Advyzon Investment Management, LLC | 13.4K | $561.3K | $3.32K | Added$118.8K |
| Focus Partners Wealth | 13.2K | $553.4K | $4.07K | Added$8.92K |
| Focus Financial Network, Inc. | 12.9K | $540.5K | $2.47K | Added$209.5K |
| RWA WEALTH PARTNERS, LLC | 12.1K | $505.5K | $3.76K | Cut−$105.6K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 12K | $501.9K | — | New |
| GREAT VALLEY ADVISOR GROUP, INC. | 11.9K | $499.2K | $4.03K | Added$4.03K |
| Perigon Wealth Management, LLC | 11.9K | $499.1K | $3.7K | Added$2.21K |
| MOLLER WEALTH PARTNERS | 11.9K | $497.6K | $3.7K | Cut−$134.3K |
| ARBOR CAPITAL MANAGEMENT INC /ADV | 10.8K | $479.2K | $21.5K | Added$26K |
| EXENCIAL WEALTH ADVISORS, LLC | 10.7K | $446.7K | $3.31K | Added$3.31K |
| Merit Financial Group, LLC | 10.2K | $424.5K | $3.15K | Cut−$51.2K |
| VANCE WEALTH, LLC | 10.1K | $423.6K | $3.14K | Added$3.14K |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | 10.1K | $420.9K | $3.13K | Added$4.34K |
| TCI Wealth Advisors, Inc. | 10.1K | $420.5K | $3.12K | Cut−$6.71K |
| Icahn Capital | 10K | $417.9K | — | New |
| Ariadne Wealth Management, LP | 9.5K | $396.9K | −$30.9K | Cut−$33.6K |
| JPMORGAN CHASE & CO | 9.63K | $390.7K | −$8.57K | Cut−$12.7K |
| Creative Planning | 9.33K | $390K | $2.64K | Added$36.7K |
| Belpointe Asset Management LLC | 9.25K | $386.6K | $2.82K | Added$9.59K |
| Fortis Capital Advisors, LLC | 9.25K | $386.6K | $2.82K | Added$9.59K |
| ROYAL BANK OF CANADA | 9.19K | $384K | $2.05K | Added$68K |
| BROWN ADVISORY INC | 8.53K | $356.5K | $1.73K | Added$124.5K |
| SENTINEL PENSION ADVISORS, LLC | 8.36K | $349.2K | $2.57K | Added$1.7K |
| Dynamic Financial Group | 8.12K | $339.3K | $1.74K | Added$106.7K |
| WorthPointe, LLC | 7.78K | $325K | $2.4K | Cut−$53.4K |
| Ethos Financial Group, LLC | 7.53K | $314.8K | $2.32K | Cut−$915.1K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 7.23K | $305.4K | −$569 | Cut−$84.4K |
| Rockefeller Capital Management L.P. | 7.17K | $299.7K | $2.22K | Added$2.22K |
| PERRYMAN FINANCIAL ADVISORY INC /AD | 6.57K | $274.3K | $2.03K | Added$2.04K |
| Aptus Capital Advisors, LLC | 6.55K | $273.9K | $2.03K | Added$1.95K |
| Comprehensive Money Management Services LLC | 6.43K | $268.6K | $1.91K | Added$13.2K |
| Western Wealth Management, LLC | 6.23K | $260.5K | $1.93K | Added$1.93K |
| Beaumont Financial Advisors, LLC | 6.09K | $254.4K | $1.89K | Added$1.89K |
| GOLDMAN SACHS GROUP INC | 6.08K | $253.9K | — | New |
| MONECO ADVISORS, LLC | 5.93K | $247.8K | $1.76K | Added$10.2K |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 5.57K | $232.9K | $1.72K | Added$2.1K |
| Kingsview Wealth Management, LLC | 5.51K | $230.3K | $1.71K | Added$1.71K |
| HARBOR INVESTMENT ADVISORY, LLC | 4.69K | $196K | — | New |
| MORGAN STANLEY | 4.58K | $191.5K | $1.07K | Added$50.5K |
| GHP Investment Advisors, Inc. | 4.36K | $182.2K | $1.35K | Added$1.35K |
| MORRIS FINANCIAL CONCEPTS, INC. | 2.68K | $112.1K | $832 | Cut−$6.47K |
| Fidelity | 1.78K | $74.5K | $240 | Added$39.6K |
| Asset Dedication, LLC | 1.69K | $70.5K | $523 | Added$523 |
| SYM FINANCIAL Corp | 1.51K | $63.2K | $469 | Added$469 |
| BlackRock, Inc. | 828 | $34.6K | $257 | Added$257 |
| TD Waterhouse Canada Inc. | 806 | $34.1K | $675 | Added$675 |
| Anchor Investment Management, LLC | 800 | $33.4K | $248 | Added$248 |
| Rossby Financial, LCC | 768 | $32.7K | $829 | Added$829 |
| JONES FINANCIAL COMPANIES LLLP | 585 | $23.7K | — | New |
| Advisory Services Network, LLC | 547 | $22.9K | — | New |
| HARBOUR INVESTMENTS, INC. | 452 | $18.9K | $2 | Added$18.6K |
| Bogart Wealth, LLC | 330 | $13.8K | $103 | Added$103 |
| CWM, LLC | 312 | $13K | $13K | Added$13K |
| Janney Montgomery Scott LLC | 257.1K | $10.7K | $66 | Added$2.08K |
| Signature Resources Capital Management, LLC | 241 | $10.1K | $74 | Added$74 |
| Godfrey Financial Associates, Inc. | 237 | $9.9K | $73 | Added$73 |
| Capital Investment Advisory Services, LLC | 210 | $8.78K | — | New |
| Clarity Asset Management, Inc. | 140 | $5.85K | — | New |
| NewEdge Advisors, LLC | 5.19K | $5.19K | −$210.1K | Cut−$215.1K |
| AE Wealth Management LLC | 90 | $3.76K | $28 | Added$28 |
| BANK OF MONTREAL /CAN/ | 78 | $3.26K | $25 | Added$25 |
| PNC Financial Services Group, Inc. | 62 | $2.59K | — | New |
| Princeton Global Asset Management LLC | 53 | $2.21K | $17 | Added$17 |
| VANGUARD ADVISERS INC | 41 | $1.71K | — | Held |
| HOWE & RUSLING INC | 39 | $1.63K | $12 | Added$12 |
| Cambridge Investment Research Advisors, Inc. | 26.9K | $1.13K | $8 | Added$85 |
| WEDBUSH SECURITIES INC | 4.79K | $200 | — | New |
| Capital Advisors, Ltd. LLC | 2.6K | $109 | −$85 | Cut−$601 |
| WELLS FARGO & COMPANY/MN | 1 | $33 | — | Added$20 |