| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 246.6K | $13.1M | −$2.92M | Cut−$3.01M |
| Precision Wealth Strategies, LLC | 240.7K | $12.8M | −$2.85M | Cut−$3.26M |
| Belpointe Asset Management LLC | 226.5K | $12M | −$2.59M | Cut−$2.21M |
| OSAIC HOLDINGS, INC. | 94.1K | $5M | −$666.6K | Added$1.34M |
| United Asset Strategies, Inc. | 89.4K | $4.75M | −$1.06M | Cut−$1.06M |
| Lido Advisors, LLC | 63.8K | $3.4M | −$755K | Cut−$781K |
| Brookwood Investment Group LLC | 37.9K | $2.01M | −$352.9K | Added$74.6K |
| Mason & Associates Inc | 25.3K | $1.31M | −$339.6K | Cut−$346.1K |
| WEALTH ALLIANCE, LLC | 23K | $1.22M | −$271.8K | Cut−$629.2K |
| SHEETS SMITH WEALTH MANAGEMENT | 21.8K | $1.16M | — | New |
| Robertson Stephens Wealth Management, LLC | 21.2K | $1.13M | −$250.8K | Cut−$250.8K |
| Rockefeller Capital Management L.P. | 18.4K | $976.8K | −$217.2K | Cut−$217.2K |
| Cetera Investment Advisers | 18.3K | $975.2K | −$216.8K | Cut−$216.8K |
| Mariner, LLC | 17.5K | $930.4K | −$206.9K | Cut−$206.9K |
| LPL Financial LLC | 16.5K | $875.3K | −$194.6K | Cut−$196.3K |
| Navis Wealth Advisors, LLC | 16.2K | $863.2K | — | New |
| U.S. Capital Wealth Advisors, LLC | 15.9K | $845.3K | −$188K | Cut−$188K |
| Keystone Wealth Services, LLC | 15.6K | $827.7K | −$184.1K | Cut−$184.1K |
| B.O.S.S. Retirement Advisors, LLC | 15.1K | $803.1K | −$178.6K | Cut−$178.6K |
| Kestra Advisory Services, LLC | 10.5K | $560.7K | −$124.7K | Cut−$124.7K |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 8.01K | $426.3K | −$71.6K | Added$32.8K |
| Mutual Advisors, LLC | 7.5K | $399K | −$88.7K | Cut−$88.7K |
| LANE BROTHERS & CO INC | 6.19K | $329.1K | −$73.2K | Cut−$73.2K |
| Walser Wealth Management Company, A Ltd Liability Co | 6.05K | $322K | −$71.6K | Cut−$71.6K |
| BROWN ADVISORY INC | 5.61K | $298.5K | −$66.4K | Cut−$66.4K |
| KINGSWOOD WEALTH ADVISORS, LLC | 5.34K | $283.9K | −$50.6K | Added$5.73K |
| NewEdge Wealth, LLC | 5.28K | $280.9K | — | New |
| Outlook Wealth Advisors, LLC | 5K | $265.8K | −$59.1K | Cut−$59.1K |
| SMART Wealth LLC | 4.94K | $262.6K | −$58.4K | Cut−$58.4K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 4.87K | $259K | −$57.6K | Cut−$57.6K |
| Accurate Wealth Management, LLC | 4.56K | $239.7K | — | New |
| Texas Yale Capital Corp. | 4.2K | $223.4K | −$49.7K | Cut−$49.7K |
| Fulton Bank, N.A. | 4.06K | $216K | −$48K | Cut−$48K |
| MONETA GROUP INVESTMENT ADVISORS LLC | 3.94K | $209.3K | −$46.6K | Cut−$46.6K |
| XTX Topco Ltd | 3.86K | $205.3K | — | New |
| Abound Wealth Management | 3.65K | $193.9K | −$43.1K | Cut−$43.1K |
| UBS Group AG | 3.42K | $181.9K | −$40.4K | Cut−$94.4K |
| MORGAN STANLEY | 3.21K | $170.9K | −$38K | Cut−$145K |
| Hamrick Investment Counsel, llc | 1.27K | $67.6K | — | New |
| REAP Financial Group, LLC | 970 | $51.6K | −$11.5K | Cut−$241.3K |
| EASTERN BANK | 593 | $31.5K | −$7.01K | Cut−$7.01K |
| OBSIDIAN CIO, LLC | 373 | $19.8K | −$4.41K | Cut−$4.41K |
| Cambridge Investment Research Advisors, Inc. | 13.1K | $696 | −$155 | Cut−$155 |
| JONES FINANCIAL COMPANIES LLLP | 7 | $364 | — | New |
| ROYAL BANK OF CANADA | 5 | $0 | $0 | Held |