| Castleview Partners, LLC | 987.3K | $25.2M | −$133.1K | Cut−$3.05M |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 349.6K | $8.92M | — | New |
| Balefire, LLC | 306.7K | $7.82M | −$41.3K | Cut−$1.25M |
| Auour Investments LLC | 306.7K | $7.82M | −$41.2K | Cut−$10.7K |
| Biltmore Family Office, LLC | 264.1K | $6.74M | −$35.6K | Cut−$509.9K |
| ROYAL BANK OF CANADA | 249.2K | $6.36M | −$11.2K | Added$4.22M |
| CWC Advisors, LLC. | 204.6K | $5.22M | −$27.1K | Added$59.1K |
| Sterneck Capital Management, LLC | 201.8K | $5.15M | −$26.1K | Added$182.9K |
| State of New Jersey Common Pension Fund D | 200K | $5.1M | −$27K | Cut−$27K |
| United Asset Strategies, Inc. | 179.1K | $4.57M | −$13.9K | Added$1.92M |
| EXCHANGE TRADED CONCEPTS, LLC | 168.5K | $4.3M | −$22.7K | Cut−$22.7K |
| Apollon Wealth Management, LLC | 167.5K | $4.27M | −$11.9K | Added$2M |
| WealthPlan Investment Management, LLC | 123.8K | $3.16M | −$16.7K | Cut−$6.42M |
| Camarda Financial Advisors, LLC | 119.6K | $3.05M | −$16K | Added$2.39K |
| Bison Wealth, LLC | 116.4K | $2.98M | −$12.4K | Added$155.3K |
| Acorn Wealth Advisors, LLC | 112.1K | $2.86M | −$11.7K | Added$638.3K |
| LPL Financial LLC | 94.8K | $2.42M | −$3.27K | Added$1.8M |
| WealthPLAN Partners, LLC | 85.2K | $2.17M | −$11.5K | Cut−$628K |
| BlackDiamond Wealth Management, LLC | 79.9K | $2.04M | −$15.4K | Added$61.7K |
| Orion Porfolio Solutions, LLC | 78.8K | $2.01M | −$10.6K | Cut−$47.9K |
| WESPAC Advisors, LLC | 74K | $1.89M | −$9.24K | Added$130.7K |
| STIFEL FINANCIAL CORP | 57.5K | $1.47M | — | New |
| GOLDMAN SACHS GROUP INC | 54.9K | $1.4M | −$7.4K | Cut−$7.4K |
| TRUST CO OF TOLEDO NA /OH/ | 46.1K | $1.18M | — | New |
| BEAM WEALTH ADVISORS, INC. | 42K | $1.07M | −$5.28K | Added$65.1K |
| HBW ADVISORY SERVICES LLC | 37.5K | $956.6K | −$5.04K | Cut−$325.7K |
| Dynamic Advisor Solutions LLC | 34.1K | $869.5K | −$4.22K | Added$67.6K |
| Sanctuary Advisors, LLC | 26.5K | $676.9K | −$2.92K | Added$120.8K |
| Commerce Advisors, LLC | 23.6K | $602.3K | — | Held |
| Diesslin Group, Inc. | 20.1K | $512.5K | −$2.71K | Cut−$5.58M |
| LANE BROTHERS & CO INC | 19.7K | $501.7K | −$2.53K | Added$24.1K |
| MAI Capital Management | 17.6K | $450.1K | — | New |
| TCP Asset Management, LLC | 16.3K | $414.6K | −$1.21K | Added$184K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 15.5K | $395.9K | — | New |
| KINGSWOOD WEALTH ADVISORS, LLC | 15K | $382.9K | −$2.02K | Cut−$75.7K |
| Global View Capital Management LLC | 14.6K | $373.5K | −$1.97K | Cut−$18.6K |
| OneAscent Financial Services LLC | 14.5K | $369.2K | — | New |
| SILVER OAK SECURITIES, INCORPORATED | 13.1K | $333.5K | −$1.25K | Added$11K |
| Summit Financial, LLC | 12.1K | $309.9K | −$1.64K | Cut−$1.64K |
| Krilogy Financial LLC | 11K | $281.8K | — | New |
| J2 Capital Management Inc | 10.3K | $262.1K | −$1.38K | Cut−$1.39K |
| Waterfront Wealth Inc. | 10.2K | $260.2K | — | New |
| Chicago Partners Investment Group LLC | 9.84K | $253.3K | $464 | Cut−$14.5K |
| OSAIC HOLDINGS, INC. | 9.53K | $243K | −$1.13K | Added$28.8K |
| RAYMOND JAMES FINANCIAL INC | 8.14K | $207.7K | — | New |
| Dynasty Wealth Management, LLC | 8K | $204.1K | — | New |
| Weaver Consulting Group | 7.91K | $201.9K | −$1.07K | Cut−$4.55K |
| NewEdge Advisors, LLC | 92.9K | $92.9K | −$1.76M | Cut−$1.74M |
| Opal Wealth Advisors, LLC | 2.46K | $62.7K | — | New |
| Farther Finance Advisors, LLC | 1.25K | $31.9K | — | New |
| FWL INVESTMENT MANAGEMENT, LLC | 855 | $21.8K | −$115 | Cut−$14.9K |
| CWM, LLC | 214 | $5.46K | $5.4K | Added$5.45K |
| BlackRock, Inc. | 100 | $2.55K | — | New |
| Security National Bank | 78 | $1.99K | — | New |
| HARBOUR INVESTMENTS, INC. | 33 | $842 | — | New |
| FLOW TRADERS U.S. LLC | 22.4K | $571 | −$3 | Added$167 |
| Q3 Asset Management | 19.4K | $494 | — | New |
| Cambridge Investment Research Advisors, Inc. | 15.2K | $388 | −$2 | Added$17 |