| AE Wealth Management LLC | 2.17M | $62.7M | $1.68M | Added$28.7M |
| LPL Financial LLC | 1.32M | $38.2M | $818.7K | Added$21.7M |
| JANE STREET GROUP, LLC | 1.1M | $31.9M | $340K | Added$25M |
| ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP | 1.08M | $31.2M | $1.47M | Cut−$3.59M |
| Rockefeller Capital Management L.P. | 729.3K | $21M | $238.5K | Added$16.2M |
| CATALYST PRIVATE WEALTH, LLC | 572.8K | $16.5M | $775.6K | Added$847.7K |
| National Philanthropic Trust | 517.2K | $14.9M | — | New |
| Pinnacle Wealth Management, LLC | 463.1K | $13.4M | — | New |
| Marshall Financial Group, LLC | 431.6K | $12.5M | — | New |
| Steward Partners Investment Advisory, LLC | 350.1K | $10.1M | $295.9K | Added$4.12M |
| Family Manage LLC | 316.6K | $9.13M | $409.5K | Added$856.3K |
| FLAGSHIP HARBOR ADVISORS, LLC | 306.8K | $8.85M | — | New |
| Astoria Portfolio Advisors LLC. | 260.4K | $7.76M | −$0 | Cut−$847.1K |
| Mariner, LLC | 262.8K | $7.58M | $335.4K | Added$802.6K |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. | 222.9K | $6.43M | $303.1K | Cut−$162.7K |
| Hobbs Group Advisors, LLC | 221.2K | $6.38M | $294.4K | Added$431.6K |
| Alpha Financial Partners, LLC | 210.4K | $6.07M | $253.5K | Added$947.1K |
| MML INVESTORS SERVICES, LLC | 200.1K | $5.77M | — | New |
| Stratos Investment Management, LLC | 198.5K | $5.73M | — | New |
| Fortis Group Advisors, LLC | 172.4K | $5.16M | — | New |
| Atria Investments, Inc | 170.3K | $4.91M | $222.3K | Added$418K |
| Private Advisor Group, LLC | 155.5K | $4.49M | $139.9K | Added$1.66M |
| Savvy Advisors, Inc. | 147.8K | $4.27M | — | New |
| COMMONWEALTH EQUITY SERVICES, LLC | 142K | $4.1M | $86.9K | Added$2.34M |
| Citadel | 139.2K | $4.02M | $23.6K | Added$3.54M |
| EVOKE WEALTH, LLC | 136.5K | $3.94M | $93.9K | Added$2.04M |
| Stratos Wealth Advisors, LLC | 129.8K | $3.75M | $19K | Added$3.36M |
| CORRADO ADVISORS, LLC | 119.8K | $3.46M | $159.7K | Added$228.8K |
| SMART Wealth LLC | 108.4K | $3.13M | $131.7K | Added$464.7K |
| Arrowroot Family Office, LLC | 100.6K | $2.9M | $102.1K | Added$839.5K |
| ENVESTNET ASSET MANAGEMENT INC | 98.3K | $2.84M | $133.7K | Cut−$118.8K |
| STEPHENS INC /AR/ | 94.5K | $2.73M | $128.5K | Cut−$4.54M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 93.4K | $2.72M | $68.8K | Added$802.6K |
| GenTrust, LLC | 93.9K | $2.71M | $127.7K | Cut−$197.6K |
| HARBOUR INVESTMENTS, INC. | 93.4K | $2.69M | $14.8K | Added$2.4M |
| O'ROURKE & COMPANY, Inc | 80.9K | $2.34M | $90K | Added$516.4K |
| OSAIC HOLDINGS, INC. | 68K | $1.96M | $56.2K | Added$828.1K |
| Farther Finance Advisors, LLC | 65.1K | $1.88M | $24.8K | Added$1.42M |
| STIFEL FINANCIAL CORP | 58.6K | $1.69M | $71.2K | Added$252.5K |
| GREAT VALLEY ADVISOR GROUP, INC. | 58K | $1.67M | $27.3K | Added$1.12M |
| Catalyst Investment Management LLC | 55.5K | $1.66M | — | New |
| Wealthcare Advisory Partners LLC | 57.6K | $1.66M | $21.7K | Added$1.22M |
| Lunt Capital Management, Inc. | 56.5K | $1.63M | $13.9K | Added$1.35M |
| LAKE STREET PRIVATE WEALTH, LLC | 55K | $1.59M | — | New |
| SHEETS SMITH WEALTH MANAGEMENT | 51.8K | $1.49M | $69.8K | Added$84.2K |
| Fermata Advisors, LLC | 51.5K | $1.48M | $59.4K | Added$283.5K |
| Oregon Pacific Wealth Management, LLC | 49.7K | $1.44M | $67K | Added$81.7K |
| Kestra Advisory Services, LLC | 46.8K | $1.35M | $63.6K | Cut−$680.7K |
| BANK OF MONTREAL /CAN/ | 45.5K | $1.31M | — | New |
| Weaver Consulting Group | 40.9K | $1.18M | $40.4K | Added$363.9K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 39.3K | $1.13M | — | New |
| Brookwood Investment Group LLC | 38.6K | $1.11M | $37K | Added$367K |
| Fiduciary Alliance LLC | 36.2K | $1.08M | $50.7K | Added$464.6K |
| Clarity Retirement & Wealth, LLC | 37K | $1.07M | $50.4K | Cut−$1.34M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 37K | $1.07M | — | New |
| Belpointe Asset Management LLC | 33.2K | $957.1K | $25.1K | Added$449.6K |
| Western Wealth Management, LLC | 31.4K | $907K | $36.4K | Added$170.2K |
| Patten Group, Inc. | 29.5K | $852.3K | — | New |
| B. Riley Wealth Advisors, Inc. | 29.3K | $829K | — | New |
| JFS WEALTH ADVISORS, LLC | 28.7K | $827K | $39K | Added$39K |
| International Private Wealth Advisors LLC | 28.3K | $817.6K | $38.5K | Added$38.2K |
| Advyzon Investment Management, LLC | 28.1K | $811.2K | — | New |
| TRUIST FINANCIAL CORP | 28.1K | $810.5K | $14K | Added$528.6K |
| Perennial Investment Advisors, LLC | 26.7K | $770.9K | $13.3K | Added$502.2K |
| OPPENHEIMER & CO INC | 24.9K | $718.4K | $31.3K | Added$86.1K |
| Independent Advisor Alliance | 23.7K | $685K | — | New |
| OneDigital Investment Advisors LLC | 22K | $634.1K | $29.9K | Cut−$102.5K |
| INDEPENDENT FINANCIAL GROUP, LLC | 22K | $633.7K | — | New |
| Waverly Advisors, LLC | 21.1K | $610.1K | $18.1K | Added$243.7K |
| OakTrust Wealth Advisors, LLC | 20.7K | $598.1K | $22.7K | Added$139.2K |
| Onyx Bridge Wealth Group LLC | 18.8K | $542.4K | — | New |
| BNB Wealth Management, LLC | 17.7K | $509.3K | — | New |
| Golden State Wealth Management, LLC | 16K | $462.1K | $14.8K | Added$163.5K |
| SILVERLAKE WEALTH MANAGEMENT LLC | 16K | $461.7K | $21.8K | Cut−$235.9K |
| Independent Wealth Advisors LLC | 15.8K | $455.1K | — | New |
| Paragon Private Wealth Management, LLC | 15K | $434.2K | $10.8K | Added$216.1K |
| Fearless Solutions, LLC dba Best Invest | 14.5K | $417.2K | — | New |
| Bluesphere Advisors LLC | 14K | $404.2K | — | New |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 13.7K | $395K | — | New |
| RPS ADVISORY SOLUTIONS LLC | 13.4K | $387.6K | $18.3K | Cut−$875.4K |
| Beacon Pointe Advisors, LLC | 12.1K | $349.6K | — | New |
| MORGAN STANLEY | 10K | $288.5K | $136 | Added$285.8K |
| ELEVATUS WELATH MANAGEMENT | 9.14K | $263.7K | $12.4K | Added$12.4K |
| CAPTRUST FINANCIAL ADVISORS | 8.96K | $258.4K | — | New |
| Icahn Capital | 8.73K | $251.7K | — | New |
| RAYMOND JAMES FINANCIAL INC | 8.57K | $247.3K | — | New |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 8.53K | $246K | — | New |
| Maridea Wealth Management LLC | 8.15K | $235K | — | New |
| Regal Investment Advisors LLC | 8.01K | $230.9K | — | New |
| GeoWealth Management, LLC | 7.77K | $224.2K | $10.6K | Cut−$127.2K |
| Breakwater Investment Management | 7.02K | $202.5K | $1.75K | Added$167K |
| Aspect Partners, LLC | 6.82K | $196.7K | $6.96K | Added$56.1K |
| J.Safra Asset Management Corp | 6.75K | $194.6K | $8.91K | Added$14.5K |
| HARBOR INVESTMENT ADVISORY, LLC | 6.45K | $186.1K | $8.77K | Cut−$4.01K |
| NewEdge Advisors, LLC | 17.3K | $125.1K | −$351.5K | Cut−$686K |
| IFP Advisors, Inc | 4.12K | $118.8K | $5.6K | Cut−$72.4K |
| FIFTH THIRD BANCORP | 3.52K | $101.4K | — | New |
| Sound Income Strategies, LLC | 3.14K | $91K | $761 | Added$51.3K |
| Wealth Preservation Advisors, LLC | 3.07K | $88.7K | $4.18K | Added$4.18K |
| Washington Trust Advisors, Inc. | 3K | $86.5K | — | New |
| Triumph Capital Management | 2.91K | $83.8K | $166 | Added$80.5K |
| Allworth Financial LP | 2.23K | $64.5K | $1.55K | Added$33.1K |
| Clearstead Advisors, LLC | 1.69K | $48.8K | — | New |
| TD Waterhouse Canada Inc. | 1K | $28.9K | — | New |
| Tidemark, LLC | 952 | $27.5K | — | New |
| ROYAL BANK OF CANADA | 800 | $23K | — | New |
| PNC Financial Services Group, Inc. | 750 | $21.6K | $1.02K | Added$1.02K |
| WFA of San Diego, LLC | 660 | $19K | $755 | Added$3.78K |
| Strategic Wealth Partners, Ltd. | 641 | $18.5K | $872 | Added$872 |
| Smartleaf Asset Management LLC | 590 | $16.7K | — | New |
| NVWM, LLC | 500 | $14.4K | $680 | Added$680 |
| WELLS FARGO & COMPANY/MN | 196 | $5.66K | — | New |
| Tradewinds Capital Management, LLC | 155 | $4.47K | $211 | Cut−$116.5K |
| Cambridge Investment Research Advisors, Inc. | 151K | $4.36K | — | New |
| 1620 INVESTMENT ADVISORS, INC. | 110 | $3.17K | $150 | Added$150 |
| Janney Montgomery Scott LLC | 73.9K | $2.13K | $56 | Added$1.01K |
| Harbor Asset Planning, Inc. | 70 | $2.02K | — | New |
| WEDBUSH SECURITIES INC | 66.4K | $1.92K | $87 | Added$170 |
| Forum Finance Group S.A. | 40.1K | $932 | — | Held |
| MAI Capital Management | 9 | $249 | $2 | Cut−$196.7K |
| Capital Advisors, Ltd. LLC | 850 | $25 | — | New |