| LPL Financial LLC | 682.3K | $28.1M | $142.4K | Added$26M |
| RAYMOND JAMES FINANCIAL INC | 234.2K | $9.66M | $99.9K | Added$8.15M |
| STIFEL FINANCIAL CORP | 172.8K | $7.12M | $151.5K | Added$4.83M |
| Steward Partners Investment Advisory, LLC | 84.9K | $3.5M | $42.9K | Added$2.85M |
| RPS ADVISORY SOLUTIONS LLC | 80.5K | $3.32M | $206K | Added$50.6K |
| MOODY NATIONAL BANK TRUST DIVISION | 78.9K | $3.25M | $77.7K | Added$2.08M |
| Golden State Equity Partners | 54.5K | $2.25M | — | New |
| Cornerstone Wealth Management, LLC | 49.4K | $2.04M | $24.2K | Added$1.67M |
| Gladstone Institutional Advisory LLC | 42.1K | $1.74M | — | New |
| Golden State Wealth Management, LLC | 40.1K | $1.65M | — | New |
| JANE STREET GROUP, LLC | 28.3K | $1.17M | — | New |
| OSAIC HOLDINGS, INC. | 26.6K | $1.1M | $46.7K | Added$391.1K |
| Private Advisor Group, LLC | 25.2K | $1.04M | $21.5K | Added$715.6K |
| Independent Advisor Alliance | 23.2K | $955.4K | — | New |
| Integrated Advisors Network LLC | 11.3K | $467.5K | — | New |
| Atlas Wealth LLC | 11.1K | $457.5K | — | New |
| Kestra Advisory Services, LLC | 10.1K | $415.7K | — | New |
| Mutual Advisors, LLC | 7.97K | $328.6K | — | New |
| Vestmark Advisory Solutions, Inc. | 7.24K | $298.6K | — | New |
| ELEVATION POINT WEALTH PARTNERS, LLC | 7.24K | $298.6K | — | New |
| MORGAN STANLEY | 2.38K | $98.2K | $6.09K | Cut−$4.04K |
| PRIVATE TRUST CO NA | 922 | $38K | $1.08K | Added$21.7K |
| ROYAL BANK OF CANADA | 788 | $32K | — | New |
| Intentional Wealth Strategies, LLC | 487 | $20.1K | — | Held |
| Keating Financial Advisory Services, Inc. | 247 | $10.2K | $632 | Added$632 |
| Allworth Financial LP | 187 | $7.71K | $478 | Added$478 |
| WELLS FARGO & COMPANY/MN | 66 | $2.72K | — | New |
| FLOW TRADERS U.S. LLC | 23.5K | $970 | — | New |
| Janney Montgomery Scott LLC | 7.33K | $302 | — | New |
| Western Wealth Management, LLC | 7 | $289 | — | New |