| LPL Financial LLC | 670.3K | $22.2M | $1.19M | Added$1.73M |
| SimpliFi, Inc. | 339K | $11.2M | $613.8K | Added$635.5K |
| Cetera Investment Advisers | 192.6K | $6.38M | $257.2K | Added$1.94M |
| One Capital Management, LLC | 163.4K | $5.41M | $296.4K | Cut−$32M |
| OLD MISSION CAPITAL LLC | 130.5K | $4.32M | — | New |
| HighTower Advisors, LLC | 121K | $4.01M | $220.2K | Added$72K |
| ROYAL BANK OF CANADA | 107.3K | $3.55M | $194.2K | Cut−$108K |
| Occidental Asset Management, LLC | 83.7K | $2.77M | $149.6K | Added$191.8K |
| Citadel | 59K | $1.95M | — | New |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 55.1K | $1.83M | $12.9K | Added$1.6M |
| NATIONAL BANK OF CANADA /FI/ | 52.6K | $1.74M | $99.5K | Cut−$221.7K |
| Hobbs Group Advisors, LLC | 51.4K | $1.7M | $93.2K | Added$83.2K |
| JANE STREET GROUP, LLC | 51K | $1.69M | — | New |
| Noble Wealth Management PBC | 44.1K | $1.46M | — | New |
| Farther Finance Advisors, LLC | 43.2K | $1.45M | $9.59K | Added$1.31M |
| Lido Advisors, LLC | 43.5K | $1.44M | $79.7K | Added$60K |
| MORGAN STANLEY | 31.2K | $1.03M | $40.3K | Added$337.8K |
| RAYMOND JAMES FINANCIAL INC | 27.5K | $911.5K | $49.9K | Added$49K |
| KMG FIDUCIARY PARTNERS, LLC | 19.2K | $634.4K | $34.7K | Cut−$32.9K |
| GOLDMAN SACHS GROUP INC | 18.4K | $609.1K | $25.2K | Added$173.8K |
| ENVESTNET ASSET MANAGEMENT INC | 17.4K | $577.2K | — | New |
| Great Waters Wealth Management | 17.3K | $572.6K | $31.4K | Added$16.4K |
| United Advisor Group, LLC | 15.3K | $505.3K | $27.7K | Added$6.29K |
| 180 WEALTH ADVISORS, LLC | 12.8K | $423.7K | $22.9K | Added$27.6K |
| Atria Investments, Inc | 12.7K | $419.6K | $22K | Added$40.3K |
| OSAIC HOLDINGS, INC. | 11.2K | $370.1K | $20.2K | Cut−$5.81K |
| Orgel Wealth Management, LLC | 10K | $332.2K | — | New |
| THRYVE WEALTH MANAGEMENT LLC | 9.11K | $301.6K | $16.5K | Cut−$41.6K |
| Kestra Advisory Services, LLC | 9.04K | $299.3K | $16.4K | Cut−$66.7K |
| Mariner, LLC | 8.51K | $281.9K | $14.4K | Added$32.7K |
| CAPITAL MANAGEMENT CORP /VA | 8.11K | $268.5K | $14.7K | Cut−$13.5K |
| IFP Advisors, Inc | 7.21K | $238.8K | $13.1K | Added$13.1K |
| Clark Asset Management, LLC | 7.11K | $235.5K | $12.9K | Added$12.9K |
| OPPENHEIMER & CO INC | 7K | $231.9K | $12.7K | Added$12.7K |
| Frazier Financial Advisors, LLC | 6.1K | $202K | $11K | Added$11.5K |
| CENTRAL TRUST Co | 3K | $99.4K | $5.44K | Added$5.44K |
| SBI Securities Co., Ltd. | 1.93K | $64K | $3.42K | Added$4.88K |
| Sunbelt Securities, Inc. | 1.7K | $56.3K | $3.08K | Added$3.08K |
| ROTHSCHILD INVESTMENT LLC | 1.5K | $49.7K | $1.81K | Added$18.4K |
| Princeton Global Asset Management LLC | 1.26K | $41.7K | $2.29K | Cut−$35.3K |
| BANK OF MONTREAL /CAN/ | 823 | $27.3K | $1.49K | Added$1.49K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 476 | $15.8K | — | New |
| UBS Group AG | 476 | $15.8K | — | New |
| NBC SECURITIES, INC. | 380 | $12.6K | $689 | Added$689 |
| JPMORGAN CHASE & CO | 350 | $11.2K | $200 | Added$200 |
| TopTier Wealth Management, LLC | 212 | $7.02K | — | New |
| AdvisorNet Financial, Inc | 160 | $5.29K | $266 | Added$299 |
| Glen Eagle Advisors, LLC | 151 | $5.02K | $283 | Added$283 |
| GHP Investment Advisors, Inc. | 82 | $2.72K | — | New |
| TD Waterhouse Canada Inc. | 65 | $2.16K | $131 | Added$131 |
| Cambridge Investment Research Advisors, Inc. | 47.9K | $1.59K | $83 | Added$134 |
| AE Wealth Management LLC | 30 | $994 | $55 | Added$55 |
| Capital Advisors, Ltd. LLC | 21.5K | $713 | $39 | Added$39 |
| DHJJ Financial Advisors, Ltd. | 16 | $530 | $29 | Added$29 |
| Allworth Financial LP | 4 | $134 | $8 | Added$8 |
| Fidelity | 1 | $33 | $2 | Cut−$61 |