| FOUNDATIONS INVESTMENT ADVISORS, LLC | 740.5K | $34.9M | −$83.5K | Added$8.58M |
| BANK OF AMERICA CORP /DE/ | 690.7K | $32.6M | −$12.3K | Added$28.7M |
| LPL Financial LLC | 602.1K | $28.4M | −$77.2K | Added$4.04M |
| RAYMOND JAMES FINANCIAL INC | 591.9K | $27.9M | −$88.7K | Cut−$148.6K |
| Spinnaker Investment Group, LLC | 543.5K | $25.6M | −$81.5K | Cut−$1.72M |
| MORGAN STANLEY | 461.2K | $21.7M | −$60.9K | Added$2.55M |
| UBS Group AG | 276.9K | $13.1M | −$15.8K | Added$8.08M |
| Hofer & Associates. Inc | 153.8K | $7.25M | −$22.5K | Added$163.2K |
| Saiph Capital, LLC | 146.8K | $6.92M | −$22K | Cut−$506.2K |
| ROYAL BANK OF CANADA | 125.4K | $5.91M | −$575 | Added$5.71M |
| Great Lakes Retirement, Inc. | 98.8K | $4.66M | −$13.5K | Added$417.3K |
| Sanctuary Advisors, LLC | 72K | $3.39M | −$7.11K | Added$1.15M |
| Arrowroot Family Office, LLC | 66.4K | $3.13M | −$9.97K | Cut−$1.7M |
| Lineweaver Wealth Advisors, LLC | 57.9K | $2.73M | −$7.5K | Added$361.8K |
| Journey Advisory Group, LLC | 56.1K | $2.65M | −$8.42K | Cut−$4.56M |
| Citadel | 54.3K | $2.56M | — | New |
| ASSETMARK, INC | 51.2K | $2.41M | −$7.68K | Cut−$244.2K |
| Wealthcare Advisory Partners LLC | 39.9K | $1.88M | −$5.88K | Added$28.1K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 35.2K | $1.66M | — | New |
| Rockefeller Capital Management L.P. | 34K | $1.6M | −$2.05K | Added$957K |
| ENVESTNET ASSET MANAGEMENT INC | 33K | $1.55M | −$2.48K | Added$777.5K |
| HighTower Advisors, LLC | 30.7K | $1.45M | −$4.46K | Added$12.8K |
| Focus Financial Network, Inc. | 29.6K | $1.39M | −$4.45K | Cut−$1.53M |
| Integrated Wealth Concepts LLC | 28.6K | $1.35M | −$4.25K | Added$19.5K |
| Independent Wealth Network Inc. | 26.2K | $1.23M | — | New |
| Clearwater Capital Advisors, LLC | 23K | $1.08M | −$3.41K | Added$9.74K |
| PARAGON CAPITAL MANAGEMENT INC | 21.4K | $1.01M | −$3.2K | Cut−$1.59M |
| CAPTRUST FINANCIAL ADVISORS | 20.5K | $966.6K | −$3.07K | Cut−$63.4K |
| Cetera Investment Advisers | 17.8K | $838.8K | −$2.44K | Added$55.6K |
| Proficio Capital Partners LLC | 17.7K | $835.5K | −$2.66K | Cut−$2.66K |
| JANE STREET GROUP, LLC | 15.5K | $731.3K | −$1.14K | Added$370.9K |
| GREATMARK INVESTMENT PARTNERS, INC. | 15K | $707K | −$2.25K | Cut−$2.25K |
| Essex Financial Services, Inc. | 14.8K | $699.7K | −$2.22K | Cut−$2.17K |
| Private Advisor Group, LLC | 14.7K | $690.7K | −$2.12K | Added$12.8K |
| EXENCIAL WEALTH ADVISORS, LLC | 14.2K | $671K | −$2.13K | Cut−$464.8K |
| Belpointe Asset Management LLC | 14K | $657.7K | — | New |
| STIFEL FINANCIAL CORP | 13.4K | $629.6K | — | New |
| Brookwood Investment Group LLC | 7.36K | $346.9K | −$1.1K | Cut−$58.9K |
| XY Planning Network, Inc. | 6.56K | $308.2K | −$1.79K | Added$42.8K |
| Trilogy Capital Inc. | 5.74K | $270.7K | −$793 | Added$16.2K |
| Smith Partners Wealth Management, LLC | 5.29K | $249.4K | −$793 | Cut−$20.9K |
| Koss-Olinger Consulting, LLC | 5.12K | $241.2K | −$957 | Cut−$34.8K |
| Walser Wealth Management Company, A Ltd Liability Co | 4.84K | $228.1K | — | New |
| Financial Strategies Group, Inc. | 4.79K | $226.4K | — | New |
| COMMONWEALTH EQUITY SERVICES, LLC | 4.76K | $224.6K | — | New |
| Glen Eagle Advisors, LLC | 4.63K | $218.5K | −$694 | Cut−$58.8K |
| Root Financial Partners, LLC | 4.55K | $214.3K | — | New |
| Larson Financial Group LLC | 4.47K | $210.6K | −$673 | Cut−$68.2K |
| Merit Financial Group, LLC | 4.3K | $202.6K | — | New |
| Western Wealth Management, LLC | 4.15K | $195.8K | −$613 | Cut−$53.2K |
| Sunbelt Securities, Inc. | 2.4K | $113.1K | −$336 | Cut−$809 |
| OSAIC HOLDINGS, INC. | 2.32K | $109.5K | −$339 | Cut−$185.8K |
| Pacific Center for Financial Services | 1.72K | $81.1K | −$462 | Added$198 |
| CITIGROUP INC | 1.68K | $79.1K | −$252 | Cut−$62.4K |
| PRIVATE TRUST CO NA | 1.3K | $61.1K | −$194 | Cut−$194 |
| Strategic Wealth Partners, Ltd. | 604 | $28.5K | −$90 | Cut−$90 |
| Geneos Wealth Management Inc. | 400 | $18.9K | −$60 | Cut−$60 |
| Medallion Wealth Advisors, LLC | 390 | $18.4K | −$58 | Cut−$58 |
| CWM, LLC | 300 | $14.1K | $14.1K | Added$14.1K |
| AdvisorNet Financial, Inc | 52 | $2.45K | −$8 | Cut−$8 |
| ROTHSCHILD INVESTMENT LLC | 45 | $2.12K | −$7 | Cut−$7 |
| Janney Montgomery Scott LLC | 38K | $1.79K | −$6 | Added$19 |
| AE Wealth Management LLC | 14 | $660 | −$2 | Cut−$2 |
| CoreCap Advisors, LLC | 2 | $94 | −$1 | Cut−$1 |
| VALLEY NATIONAL ADVISERS INC | 1.18K | $55 | $0 | Held |
| Capital Advisors, Ltd. LLC | 863 | $41 | $0 | Held |
| WELLS FARGO & COMPANY/MN | 1 | $29 | — | Added$16 |