| Jaffetilchin Investment Partners, LLC | 90.1K | $10.4M | $65.6K | Added$97.6K |
| Noble Family Wealth, LLC | 88.1K | $10.2M | $64.2K | Cut−$22K |
| MORGAN STANLEY | 80.8K | $9.34M | $58K | Added$207.7K |
| LPL Financial LLC | 50.8K | $5.87M | $35.2K | Added$333.1K |
| OSAIC HOLDINGS, INC. | 30.9K | $3.57M | $22.4K | Added$14.8K |
| COMMONWEALTH EQUITY SERVICES, LLC | 27.9K | $3.23M | $18.8K | Added$269.7K |
| Salomon & Ludwin, LLC | 25.3K | $2.97M | $26.2K | Added$1.14K |
| ROYAL BANK OF CANADA | 24.8K | $2.87M | $18.1K | Cut−$1.24M |
| FOUNDERS GROVE WEALTH PARTNERS, LLC | 23.5K | $2.72M | $17.1K | Cut−$107.7K |
| WealthBridge Capital Management, LLC | 21.1K | $2.44M | $15.4K | Added$15.8K |
| Westside Investment Management, Inc. | 21K | $2.43M | $184 | Added$2.38M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 19.3K | $2.24M | $3.08K | Added$1.75M |
| RAYMOND JAMES FINANCIAL INC | 18.6K | $2.15M | $13.5K | Cut−$181K |
| MAI Capital Management | 16.3K | $1.88M | $11.9K | Added$2.44K |
| Biondo Investment Advisors, LLC | 13.6K | $1.58M | $9.79K | Added$34.7K |
| Well Done, LLC | 13.3K | $1.54M | $9.67K | Added$34.2K |
| CAPTRUST FINANCIAL ADVISORS | 13.2K | $1.53M | $9.62K | Added$15.1K |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 11.9K | $1.38M | $8.68K | Cut−$163.8K |
| Curi Capital, LLC | 11.6K | $1.35M | $8.48K | Cut−$50.2K |
| Apollon Wealth Management, LLC | 11.6K | $1.34M | $8.45K | Cut−$288.5K |
| WELLS FARGO & COMPANY/MN | 11K | $1.28M | $7.66K | Added$85.9K |
| Prospera Financial Services Inc | 10.6K | $1.22M | $7.86K | Cut−$38.6K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 8.57K | $992.2K | $5.88K | Added$65.1K |
| Cerity Partners LLC | 7.73K | $893.9K | $5.6K | Cut−$22.9K |
| VestGen Advisors, LLC | 7.13K | $886K | — | New |
| ROBINSON SMITH WEALTH ADVISORS LLC | 7.62K | $882K | $5.56K | Added$5.56K |
| ENVESTNET ASSET MANAGEMENT INC | 7.4K | $856.1K | — | New |
| AMARILLO NATIONAL BANK | 7.21K | $833.8K | $5.13K | Added$25.4K |
| Institute for Wealth Management, LLC. | 6.73K | $778.5K | $4.91K | Cut−$19K |
| Kelman-Lazarov, Inc. | 6.4K | $740.4K | $4.74K | Added$2.33K |
| Dickmeyer Boyce Financial Management, Inc. | 6.35K | $734.6K | — | Held |
| Destiny Wealth Partners, LLC | 6.12K | $708.1K | −$26.5K | Cut−$26.4K |
| Baird Financial Group, Inc. | 5.9K | $682.5K | $4.36K | Cut−$35.8K |
| Cetera Investment Advisers | 5.87K | $678.9K | $4.06K | Added$27.3K |
| Perigon Wealth Management, LLC | 5.54K | $640.8K | $4.04K | Added$4.27K |
| MERCER GLOBAL ADVISORS INC /ADV | 5.45K | $630K | $3.88K | Cut−$29.6K |
| Focus Partners Wealth | 5.05K | $580.2K | −$409 | Added$280 |
| Decker Wealth Management LLC | 4.88K | $564.8K | $3.56K | Cut−$16.6K |
| Kestra Advisory Services, LLC | 4.65K | $538.1K | $2.81K | Added$107.5K |
| Icahn Capital | 4.46K | $515.9K | $3.25K | Added$3.25K |
| MONTAG A & ASSOCIATES INC | 4.23K | $489.2K | $3.08K | Added$3.08K |
| Mariner, LLC | 4.2K | $486.1K | $3.12K | Cut−$1.59K |
| PPS&V ASSET MANAGEMENT CONSULTANTS, INC. | 4.08K | $472.7K | $2.98K | Added$2.98K |
| Citadel | 4.04K | $467.8K | $1.86K | Added$174.2K |
| OneDigital Investment Advisors LLC | 4K | $462.8K | $2.92K | Added$2.92K |
| KINTRA WEALTH, LLC | 3.98K | $460.7K | $2.04K | Added$145.8K |
| Waverly Advisors, LLC | 3.88K | $449.1K | $2.87K | Cut−$3.57K |
| CAHILL FINANCIAL ADVISORS INC | 3.81K | $441K | $2.87K | Added$1.61K |
| MLP3, LLC | 3.76K | $435.3K | $2.74K | Added$2.74K |
| Nadler Financial Group, Inc. | 3.73K | $431.6K | $2.72K | Cut−$34.6K |
| Perfromance Wealth Partners, LLC | 3.73K | $431.2K | $2.72K | Added$419 |
| Creative Planning | 3.51K | $405.8K | $2.56K | Added$2.56K |
| RS CRUM INC. | 3.42K | $395.1K | $2.49K | Added$2.49K |
| Graves Light Lenhart Wealth, Inc. | 3.33K | $384.7K | $2.42K | Cut−$7K |
| Aspen Grove Capital, LLC | 3K | $347.1K | $2.19K | Added$2.19K |
| Bouchey Financial Group Ltd | 2.84K | $345K | $18.4K | Added$18.4K |
| LGL PARTNERS, LLC | 2.94K | $339.9K | $2.14K | Added$3.18K |
| &PARTNERS | 2.9K | $335.9K | $2.12K | Added$2.12K |
| Tradition Wealth Management, LLC | 2.88K | $332.7K | $2.1K | Added$2.1K |
| WEBSTER BANK, N. A. | 2.7K | $312.9K | $1.97K | Cut−$35.5K |
| McKinley Carter Wealth Services, Inc. | 2.69K | $311K | $1.96K | Added$1.96K |
| Spire Wealth Management | 2.65K | $306.3K | $1.98K | Added$1.98K |
| STIFEL FINANCIAL CORP | 2.49K | $288.5K | $1.89K | Added$2.01K |
| HighTower Advisors, LLC | 2.47K | $286.2K | $1.75K | Added$1.98K |
| Mezzasalma Advisors, LLC | 2.37K | $273.6K | $1.31K | Added$2.12K |
| Fingerlakes Wealth Management, Inc. | 2.26K | $261.4K | $1.63K | Cut−$26.9K |
| AGF MANAGEMENT LTD | 2.21K | $256.3K | $1.62K | Cut−$2.98K |
| CWM, LLC | 2.16K | $250.3K | $250K | Added$250K |
| SouthState Bank Corp | 2.12K | $245.8K | $1.55K | Added$1.55K |
| BLAIR WILLIAM & CO/IL | 2.1K | $243.3K | $1.53K | Added$1.53K |
| SAX WEALTH ADVISORS, LLC | 2.06K | $236.5K | $0 | Held |
| Cladis Investment Advisory, LLC | 2K | $231.4K | $1.46K | Added$1.46K |
| AUGUSTINE ASSET MANAGEMENT INC | 1.99K | $229.9K | $1.45K | Added$1.45K |
| Key Financial Inc | 1.84K | $212.7K | $1.39K | Added$1.39K |
| Merit Financial Group, LLC | 1.84K | $212.7K | — | New |
| Sequent Planning LLC | 1.79K | $206.7K | — | New |
| Steward Partners Investment Advisory, LLC | 1.73K | $200.6K | $236 | Added$163.4K |
| Corient Private Wealth LLC | 1.73K | $200.1K | $921 | Cut−$59.8K |
| Tower Research Capital LLC (TRC) | 1.68K | $194.6K | — | New |
| Steigerwald, Gordon & Koch Inc. | 1.67K | $193.4K | $1.22K | Added$1.22K |
| BELLEVUE ASSET MANAGEMENT, LLC | 1.27K | $147.1K | $956 | Added$1.07K |
| HARBOUR INVESTMENTS, INC. | 1.17K | $135.6K | $853 | Added$1.08K |
| JONES FINANCIAL COMPANIES LLLP | 1.14K | $130.4K | −$537 | Added$35.2K |
| Farther Finance Advisors, LLC | 1.11K | $129.8K | $2.03K | Added$2.03K |
| Clearstead Advisors, LLC | 973 | $112.6K | $710 | Added$710 |
| Ashton Thomas Private Wealth, LLC | 905 | $104.7K | — | New |
| Fidelity | 824 | $95.4K | $583 | Added$19.1K |
| Rockefeller Capital Management L.P. | 816 | $94.4K | $595 | Added$595 |
| FRANKLIN RESOURCES INC | 740 | $85.6K | $540 | Added$540 |
| JPMORGAN CHASE & CO | 658 | $74.7K | −$681 | Added$18.4K |
| ARCADIA INVESTMENT ADVISORS LLC | 643 | $74.4K | $469 | Added$469 |
| Independence Bank of Kentucky | 625 | $72.3K | $455 | Added$455 |
| BANK OF MONTREAL /CAN/ | 580 | $67.1K | $423 | Cut−$4.41K |
| UBS Group AG | 498 | $57.6K | $363 | Cut−$117.7K |
| Bravera Wealth | 488 | $56.5K | $356 | Added$356 |
| Capital Investment Advisory Services, LLC | 456 | $52.8K | $131 | Added$32.1K |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | 408 | $47.2K | — | New |
| Silver Grove Financial Group, Inc. | 398 | $46.1K | — | New |
| AE Wealth Management LLC | 375 | $43.4K | −$0 | Added$39.3K |
| 1620 INVESTMENT ADVISORS, INC. | 375 | $43.4K | $274 | Cut−$876 |
| Glassman Wealth Services | 357 | $41.3K | $260 | Added$260 |
| Anchor Investment Management, LLC | 354 | $41K | $268 | Added$384 |
| ALBION FINANCIAL GROUP /UT | 320 | $37K | $233 | Cut−$342 |
| Anfield Capital Management, LLC | 309 | $35.8K | — | New |
| Ritter Daniher Financial Advisory LLC / DE | 306 | $35.4K | $217 | Added$333 |
| North Star Investment Management Corp. | 286 | $33.1K | $209 | Added$209 |
| Allworth Financial LP | 283 | $32.7K | $206 | Cut−$369 |
| NewEdge Advisors, LLC | 4.6K | $31.2K | −$497.4K | Cut−$523.9K |
| Hughes Financial Services, LLC | 253 | $29.3K | $184 | Added$184 |
| Quaker Wealth Management, LLC | 226 | $26.2K | $165 | Added$165 |
| Founders Financial Alliance, LLC | 152 | $17.6K | — | New |
| Russell Investments Group, Ltd. | 134 | $15.5K | — | New |
| Dynamic Wealth Strategies, LLC | 117 | $13.5K | $85 | Added$85 |
| SIMPLEX TRADING, LLC | 102 | $11.8K | — | New |
| Glen Eagle Advisors, LLC | 64 | $7.41K | $46 | Added$46 |
| WealthShield Partners, LLC | 58 | $6.75K | $43 | Added$43 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 52 | $6.02K | $47 | Cut−$20.4K |
| MTM Investment Management, LLC | 50 | $5.79K | $36 | Added$36 |
| Janney Montgomery Scott LLC | 7.53K | $871 | $5 | Added$5 |
| Cambridge Investment Research Advisors, Inc. | 5.73K | $663 | $5 | Added$17 |
| FLOW TRADERS U.S. LLC | 2.96K | $342 | — | New |