| IronBridge Private Wealth, LLC | 517.8K | $3.93M | −$337.6K | Added$2.73M |
| Farringdon Capital, Ltd. | 392.4K | $2.97M | −$848.4K | Cut−$24.5K |
| ENVESTNET ASSET MANAGEMENT INC | 289.4K | $2.19M | −$31K | Added$2.08M |
| UBS Group AG | 197.4K | $1.5M | −$590.1K | Cut−$631.5K |
| Atria Investments, Inc | 96.6K | $732.3K | −$147.9K | Added$209.4K |
| Tactive Advisors, LLC | 81.2K | $615.8K | −$242.9K | Cut−$654.4K |
| HARBOUR INVESTMENTS, INC. | 51.3K | $388.5K | — | New |
| Blue Trust, Inc. | 44.9K | $340.4K | −$43.4K | Added$187K |
| Citadel | 33.4K | $253.1K | — | New |
| Farther Finance Advisors, LLC | 20.7K | $157.9K | −$28.7K | Added$54.9K |
| EP Wealth Advisors, LLC | 13.4K | $101.8K | — | New |
| BANK OF AMERICA CORP /DE/ | 13K | $98.5K | −$38.9K | Cut−$38.9K |
| Refined Wealth Management | 12.9K | $97.5K | −$38.5K | Cut−$1.74M |
| Brookstone Capital Management | 11.1K | $84.5K | — | New |
| LITTLEJOHN FINANCIAL SERVICES, INC. | 10.2K | $77.2K | −$30.5K | Cut−$30.4K |
| Larson Financial Group LLC | 4.33K | $32.8K | −$12.3K | Cut−$10.7K |
| Caitlin John, LLC | 3.38K | $25.6K | −$3.94K | Added$11.7K |
| Clayton Financial Group LLC | 2.14K | $16.2K | −$6.36K | Cut−$6.26K |
| Lodestone Wealth Management LLC | 1.87K | $14.2K | −$5.58K | Cut−$5.57K |
| MORGAN STANLEY | 1.7K | $12.9K | — | New |
| PNC Financial Services Group, Inc. | 1.08K | $8.19K | −$3.23K | Cut−$3.23K |
| McIlrath & Eck, LLC | 946 | $7.17K | −$2.83K | Cut−$2.83K |
| Ankerstar Wealth, LLC | 900 | $6.82K | −$2.69K | Cut−$4.95K |
| HOLLENCREST CAPITAL MANAGEMENT | 822 | $6.23K | −$2.46K | Cut−$6.81K |
| EVOLUTION WEALTH MANAGEMENT INC. | 720 | $5.46K | −$2.15K | Cut−$2.15K |
| Benson Wealth Management INC | 467 | $3.54K | −$1.4K | Cut−$1.4K |
| Scarborough Advisors, LLC | 445 | $3.37K | −$1.32K | Cut−$1.3K |
| Advisory Services Network, LLC | 339 | $2.57K | −$1.01K | Cut−$540.1K |
| Allworth Financial LP | 260 | $1.97K | −$778 | Cut−$778 |
| Pinnacle Wealth Planning Services, Inc. | 150 | $1.14K | — | New |
| Investment Research & Advisory Group, Inc. | 146 | $1.11K | −$436 | Cut−$436 |
| SIMPLEX TRADING, LLC | 128 | $970 | −$383 | Cut−$5.65K |
| OSAIC HOLDINGS, INC. | 89 | $675 | — | New |
| Bogart Wealth, LLC | 57 | $432 | −$170 | Cut−$170 |
| Q3 Asset Management | 52.5K | $397 | −$122 | Cut−$33 |
| Hartford Financial Management Inc. | 48 | $364 | −$144 | Cut−$144 |
| FLOW TRADERS U.S. LLC | 38.4K | $291 | −$115 | Cut−$152 |
| Virtu Financial LLC | 25.7K | $194 | −$77 | Cut−$380 |
| Anfield Capital Management, LLC | 17 | $129 | −$51 | Cut−$51 |
| Farmers & Merchants Trust Co of Chambersburg PA | 646 | $5 | −$2 | Cut−$2 |
| Activest Wealth Management | 0 | $0 | — | Cut−$21.1K |