| Waverly Advisors, LLC | 257.8K | $13.4M | −$152.2K | Added$1.29M |
| JPMORGAN CHASE & CO | 261.2K | $13.2M | −$551.6K | Cut−$1.11M |
| Empowered Funds, LLC | 166.1K | $8.66M | — | New |
| Goldstone Financial Group, LLC | 156.4K | $8.15M | — | New |
| DGS Capital Management, LLC | 149.2K | $7.78M | −$98.7K | Cut−$182.5K |
| Ignite Planners, LLC | 82.3K | $4.28M | −$188K | Cut−$173.6K |
| RAYMOND JAMES FINANCIAL INC | 52.8K | $2.75M | −$15.6K | Added$1.51M |
| BANK OF AMERICA CORP /DE/ | 51K | $2.66M | −$33.7K | Cut−$81K |
| HSBC HOLDINGS PLC | 46.6K | $2.43M | −$17.2K | Added$1.05M |
| 5T Wealth, LLC | 43K | $2.24M | −$27.3K | Added$59.9K |
| DAYMARK WEALTH PARTNERS, LLC | 42K | $2.19M | −$27.8K | Cut−$235.3K |
| 3Chopt Investment Partners, LLC | 38.5K | $2.01M | −$25.5K | Cut−$25.5K |
| Camarda Financial Advisors, LLC | 37.7K | $1.96M | −$24.9K | Cut−$137.5K |
| Composition Wealth, LLC | 33.3K | $1.74M | −$22K | Cut−$37.3K |
| Creative Planning | 32.1K | $1.68M | −$21.2K | Cut−$17.5K |
| Darwin Wealth Management, LLC | 31.5K | $1.64M | −$20.8K | Cut−$122.4K |
| JANE STREET GROUP, LLC | 28.9K | $1.51M | −$19.1K | Cut−$990K |
| LPL Financial LLC | 26.5K | $1.38M | −$15.6K | Added$133.4K |
| LifeGoal Investments, LLC | 25.4K | $1.34M | −$1.57K | Cut−$3.04K |
| SHP Wealth Management | 17.6K | $919.7K | — | New |
| COMMONWEALTH EQUITY SERVICES, LLC | 15.8K | $823.3K | −$10.4K | Cut−$18.5K |
| AMERIPRISE FINANCIAL INC | 15.5K | $808.6K | −$10.4K | Cut−$298.9K |
| Modern Wealth Management, LLC | 15K | $791.3K | −$940 | Cut−$107.2K |
| WELLS FARGO & COMPANY/MN | 12.1K | $629.8K | −$3.78K | Added$328.5K |
| ENVESTNET ASSET MANAGEMENT INC | 9.94K | $518.1K | −$6.22K | Added$21.8K |
| LAKE STREET PRIVATE WEALTH, LLC | 9.51K | $495.4K | −$5.88K | Added$26.4K |
| JMN Financial LLC | 9.19K | $479.1K | −$5.81K | Added$15.6K |
| ASHTON THOMAS SECURITIES, LLC | 8.5K | $443K | — | New |
| Triad Wealth Partners, LLC | 7.34K | $382.4K | −$2.92K | Added$149K |
| M Wealth Management, LLC | 6.6K | $343.8K | −$4.36K | Cut−$4.47K |
| SYM FINANCIAL Corp | 6.42K | $334.4K | −$3.77K | Added$33.5K |
| WBH ADVISORY INC | 5.87K | $309.6K | — | New |
| WADDELL & ASSOCIATES, LLC | 4.59K | $239.3K | −$3.04K | Cut−$4.25K |
| ARQ WEALTH ADVISORS, LLC | 4.58K | $238.7K | −$3.03K | Cut−$3.03K |
| NorthRock Partners, LLC | 4.33K | $225.5K | −$2.86K | Cut−$2.86K |
| WealthPlan Investment Management, LLC | 4.25K | $221.8K | — | New |
| Cohalo Advisory LLC | 4.06K | $211.8K | −$2.69K | Cut−$11K |
| OSAIC HOLDINGS, INC. | 3.46K | $180.4K | −$2.31K | Cut−$31.6K |
| MORGAN STANLEY | 3.35K | $174.6K | −$2.22K | Cut−$390.7K |
| FIFTH THIRD BANCORP | 2.56K | $133.5K | — | New |
| WHITTIER TRUST CO OF NEVADA INC | 2.34K | $123.8K | −$1.52K | Added$42.4K |
| Advisory Services Network, LLC | 1.37K | $71.5K | — | New |
| Rockefeller Capital Management L.P. | 1.31K | $68.1K | — | New |
| Sankala Group LLC | 1.26K | $64.4K | −$4.69K | Added$231 |
| Elevated Capital Advisors, LLC | 1.14K | $59.3K | −$753 | Cut−$753 |
| AE Wealth Management LLC | 929 | $48.4K | −$593 | Added$1.07K |
| TFC Financial Management, Inc. | 906 | $47.2K | −$600 | Cut−$600 |
| BANK OF MONTREAL /CAN/ | 830 | $43.3K | −$549 | Cut−$549 |
| HARBOUR INVESTMENTS, INC. | 724 | $37.7K | — | New |
| MAI Capital Management | 600 | $31.3K | −$396 | Cut−$396 |
| ROYAL BANK OF CANADA | 493 | $26K | $0 | Held |
| Farther Finance Advisors, LLC | 454 | $23.9K | −$28 | Cut−$28 |
| Fidelity | 379 | $19.8K | −$250 | Cut−$250 |
| IFP Advisors, Inc | 345 | $18K | −$127 | Added$7.85K |
| NewEdge Advisors, LLC | 16.7K | $16.7K | −$866.3K | Cut−$866.3K |
| TWIN PEAKS WEALTH ADVISORS, LLC | 263 | $13.7K | — | New |
| Spire Wealth Management | 189 | $9.84K | −$124 | Cut−$124 |
| Allworth Financial LP | 106 | $5.53K | −$70 | Cut−$70 |
| Paladin Advisory Group, LLC | 95 | $4.95K | −$63 | Cut−$63 |
| Sunbelt Securities, Inc. | 92 | $4.79K | −$61 | Cut−$61 |
| Golden State Equity Partners | 84 | $4.38K | — | New |
| NATIONAL BANK OF CANADA /FI/ | 78 | $4.06K | −$59 | Cut−$21.3K |
| Parallel Advisors, LLC | 50 | $2.61K | −$33 | Cut−$33 |
| FLOW TRADERS U.S. LLC | 5.38K | $281 | — | New |
| Cambridge Investment Research Advisors, Inc. | 4.11K | $214 | — | New |
| VANGUARD ADVISERS INC | 3 | $156 | — | Held |
| Colonial Trust Advisors | 0 | $0 | — | Held |