| BANK OF AMERICA CORP /DE/ | 2.3M | $92.3M | −$3.03M | Cut−$1.64M |
| MORGAN STANLEY | 1.67M | $67.1M | −$2.24M | Cut−$11.8M |
| AlphaCore Capital LLC | 1.08M | $43.4M | −$1.45M | Cut−$2.15M |
| LPL Financial LLC | 888.1K | $35.6M | −$1.19M | Cut−$7.09M |
| ENVESTNET ASSET MANAGEMENT INC | 776.2K | $31.2M | −$991.8K | Added$456.5K |
| HighTower Advisors, LLC | 691.5K | $27.8M | −$742.2K | Added$4.77M |
| UBS Group AG | 636.7K | $25.6M | −$809.9K | Added$486.5K |
| Cetera Investment Advisers | 599.3K | $24.1M | −$795.9K | Cut−$582.8K |
| Revolve Wealth Partners, LLC | 432.8K | $17.4M | −$580K | Cut−$2M |
| CGN Advisors LLC | 431.8K | $17.3M | −$578.7K | Cut−$1.23M |
| CAPTRUST FINANCIAL ADVISORS | 311.9K | $12.5M | −$244K | Added$4.98M |
| One Capital Management, LLC | 305.3K | $12.3M | −$409.1K | Cut−$3.14M |
| Prime Capital Investment Advisors, LLC | 224.8K | $9.02M | −$300.8K | Cut−$288.1K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 205.7K | $8.26M | −$224.1K | Added$1.32M |
| Merit Financial Group, LLC | 200.8K | $8.06M | −$269.1K | Cut−$790.5K |
| Venturi Wealth Management, LLC | 169.2K | $6.79M | −$221.4K | Cut−$60.1K |
| Rockefeller Capital Management L.P. | 142.8K | $5.73M | −$186.3K | Cut−$38.2K |
| Premier Path Wealth Partners, LLC | 127.8K | $5.13M | −$171.3K | Cut−$1.05M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 121.1K | $4.86M | −$151.7K | Added$163.4K |
| Corient Private Wealth LLC | 117K | $4.7M | −$149.8K | Added$61.1K |
| JOURNEY STRATEGIC WEALTH LLC | 115.7K | $4.64M | −$155K | Cut−$233.2K |
| Catalyst Investment Management LLC | 105.4K | $4.6M | $229.9K | Cut−$1.16M |
| ROYAL BANK OF CANADA | 112.9K | $4.53M | −$152.5K | Cut−$1.23M |
| Fourth Dimension Wealth, LLC | 109.5K | $4.4M | −$136K | Added$188.7K |
| RAYMOND JAMES FINANCIAL INC | 109.4K | $4.39M | −$119.8K | Added$680.5K |
| Kathmere Capital Management, LLC | 107.1K | $4.3M | −$143.6K | Cut−$162.9K |
| Atria Investments, Inc | 84K | $3.37M | −$112.5K | Cut−$362.5K |
| JANE STREET GROUP, LLC | 82.1K | $3.3M | −$32.8K | Added$2.28M |
| Impact Capital Partners LLC | 73.8K | $2.96M | −$84.6K | Added$344.8K |
| SigFig Wealth Management, LLC | 73.7K | $2.96M | −$91.9K | Added$113K |
| Savvy Advisors, Inc. | 61.8K | $2.48M | — | New |
| D.A. DAVIDSON & CO. | 61K | $2.45M | −$81.7K | Cut−$272K |
| Summit Financial, LLC | 52.8K | $2.12M | — | New |
| SIGNET FINANCIAL MANAGEMENT, LLC | 52.6K | $2.11M | −$64.6K | Added$112.1K |
| IFP Advisors, Inc | 52K | $2.09M | −$69.7K | Cut−$107.7K |
| Resonant Capital Advisors, LLC | 49.1K | $1.97M | −$57.2K | Added$203.1K |
| COMMONWEALTH EQUITY SERVICES, LLC | 46.6K | $1.87M | −$62K | Cut−$48.4K |
| Vestmark Advisory Solutions, Inc. | 45.2K | $1.82M | −$57K | Added$51.3K |
| Western Wealth Management, LLC | 43.2K | $1.73M | −$57.9K | Cut−$266.1K |
| STIFEL FINANCIAL CORP | 42.6K | $1.71M | −$56.1K | Cut−$25.1K |
| Independent Advisor Alliance | 40.3K | $1.62M | — | New |
| Hobbs Group Advisors, LLC | 39.2K | $1.57M | −$52.5K | Cut−$60.2K |
| GTS SECURITIES LLC | 38.8K | $1.56M | −$21.3K | Added$898.8K |
| Financial Enhancement Group LLC | 33.6K | $1.47M | $31.7K | Added$56.1K |
| Stratos Wealth Partners, LTD. | 32.4K | $1.3M | −$43.4K | Cut−$42.4K |
| Mendel Money Management | 30.1K | $1.21M | −$35.9K | Added$98.5K |
| Ausdal Financial Partners, Inc. | 26.6K | $1.07M | −$35.7K | Cut−$328.8K |
| VestGen Advisors, LLC | 22.7K | $957.7K | $12.4K | Added$255.5K |
| Per Stirling Capital Management, LLC. | 23.2K | $933.1K | −$31K | Cut−$25.3K |
| Avestar Capital, LLC | 20.3K | $814K | −$26.9K | Cut−$17.6K |
| Golden State Equity Partners | 17.9K | $718.1K | −$24K | Cut−$303.4K |
| Kestra Advisory Services, LLC | 17.7K | $708.8K | −$23.7K | Cut−$35.9K |
| Arkadios Wealth Advisors | 17K | $682.1K | −$22.7K | Cut−$77.5K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 16.4K | $658.9K | — | New |
| Creative Planning | 16K | $641.4K | −$21.4K | Cut−$359.1K |
| City Center Advisors, LLC | 15.7K | $629.9K | −$20.9K | Cut−$16K |
| OSAIC HOLDINGS, INC. | 15.3K | $612.4K | −$20.4K | Cut−$51.6K |
| Sanctuary Advisors, LLC | 15.1K | $607.6K | −$20.3K | Cut−$37.8K |
| Rossby Financial, LCC | 14.7K | $600.7K | −$7.63K | Cut−$37.1K |
| AXXCESS WEALTH MANAGEMENT, LLC | 14.8K | $595.3K | −$19.9K | Cut−$31.8K |
| CIBC WORLD MARKET INC. | 14.7K | $591K | −$19.7K | Cut−$37.3K |
| Citadel | 14.5K | $581.7K | −$19.4K | Cut−$10.2M |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 13.6K | $544K | −$18K | Cut−$14K |
| JPMORGAN CHASE & CO | 13.6K | $531.5K | −$34.7K | Cut−$68.1K |
| Private Advisor Group, LLC | 12.2K | $488.1K | −$16.3K | Cut−$45.4K |
| Sharkey, Howes & Javer | 12K | $480.9K | −$16.1K | Cut−$106.6K |
| HOWARD BAILEY SECURITIES, LLC | 11.6K | $466.7K | −$15.6K | Cut−$19.3K |
| D'Orazio & Associates, Inc. | 11.5K | $462.2K | −$15.4K | Cut−$162K |
| Key Financial Inc | 10.8K | $434K | −$14.5K | Cut−$15.6K |
| Quantinno Capital Management LP | 10.4K | $416.1K | −$12.6K | Added$24.7K |
| WORLD EQUITY GROUP, INC. | 10.3K | $413.5K | −$12.8K | Added$18.4K |
| Fidelity | 10.3K | $411.7K | −$13.5K | Cut−$5.17K |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 10.2K | $411.1K | −$13.7K | Cut−$13.7K |
| THRYVE WEALTH MANAGEMENT LLC | 10K | $403.2K | −$13.5K | Cut−$250.3K |
| Princeton Global Asset Management LLC | 10K | $402.6K | −$13.4K | Cut−$542.2K |
| IHT Wealth Management, LLC | 9.94K | $399.2K | −$12.8K | Added$1.67K |
| NBC SECURITIES, INC. | 9.86K | $395.8K | −$13.2K | Cut−$38.3K |
| CAHILL FINANCIAL ADVISORS INC | 9.52K | $382K | −$12.7K | Cut−$12.5K |
| Gladstone Institutional Advisory LLC | 9.45K | $379.2K | −$11.6K | Added$19.5K |
| Kondo Wealth Advisors, Inc. | 9.32K | $374.2K | −$12.5K | Cut−$120.1K |
| UHLMANN PRICE SECURITIES, LLC | 9.19K | $368.8K | −$12.3K | Cut−$11.9K |
| FIFTH THIRD BANCORP | 9.11K | $365.8K | — | New |
| BANK OF MONTREAL /CAN/ | 8.51K | $341.8K | −$11.4K | Cut−$67.2K |
| Gateway Wealth Partners, LLC | 8.32K | $334.1K | — | New |
| Belpointe Asset Management LLC | 7.91K | $317.3K | — | New |
| Mason Investment Advisory Services, Inc. | 7.75K | $311K | −$10.4K | Cut−$10.4K |
| Bank of New York Mellon Corp | 7.58K | $304.1K | −$9.77K | Added$1.39K |
| Trilogy Capital Inc. | 7.44K | $298.8K | −$9.96K | Cut−$73.3K |
| Oxinas Partners, LLC | 7K | $281K | −$9.38K | Cut−$28.8K |
| EVOLUTION WEALTH MANAGEMENT INC. | 6.9K | $276.9K | −$9.24K | Cut−$27.3K |
| CIDEL ASSET MANAGEMENT INC | 6.7K | $268.9K | −$8.97K | Cut−$8.97K |
| Wealthcare Advisory Partners LLC | 6.66K | $267.4K | −$8.92K | Cut−$37.6K |
| Vantage Point Financial LLC | 6.64K | $266.7K | −$8.88K | Cut−$8.88K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 6.36K | $255.1K | −$8.53K | Cut−$25.5K |
| Emprise Bank | 6.33K | $253.9K | −$8.47K | Cut−$8.47K |
| Breakwater Capital Group | 6.21K | $249.2K | −$8.32K | Cut−$13.9K |
| TD Waterhouse Canada Inc. | 5.97K | $244.5K | −$2.71K | Added$29.4K |
| AE Wealth Management LLC | 6.02K | $241.6K | −$8.06K | Cut−$59K |
| OneDigital Investment Advisors LLC | 6.01K | $241.1K | — | New |
| United Advisor Group, LLC | 5.9K | $236.7K | −$7.91K | Cut−$7.83K |
| Axis Wealth Partners, LLC | 5.87K | $235.8K | −$7.78K | Cut−$5.09K |
| Oregon Pacific Wealth Management, LLC | 5.59K | $224.6K | — | New |
| Saiph Capital, LLC | 5.34K | $214.4K | −$7.16K | Cut−$7.16K |
| INSIGNEO ADVISORY SERVICES, LLC | 5.29K | $212.1K | — | New |
| Triad Wealth Partners, LLC | 5.2K | $208.7K | −$6.97K | Cut−$11.3K |
| Mutual Advisors, LLC | 5.18K | $207.8K | −$6.93K | Cut−$43.5K |
| Trust Co | 4.83K | $194K | −$4.91K | Added$42K |
| Westside Investment Management, Inc. | 4.39K | $178.7K | −$4.87K | Cut−$4.87K |
| Kingdom Financial Group LLC. | 3.76K | $150.9K | −$5.05K | Cut−$104.6K |
| Lloyd Advisory Services, LLC. | 3.76K | $150.9K | — | New |
| CWM, LLC | 3.67K | $147.3K | $147.1K | Added$147.1K |
| NATIONAL BANK OF CANADA /FI/ | 3.5K | $140.6K | −$4.69K | Cut−$25.3K |
| PRIVATE TRUST CO NA | 3.31K | $132.8K | −$4.43K | Cut−$4.43K |
| CoreCap Advisors, LLC | 2.68K | $107.5K | −$3.59K | Cut−$3.59K |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 2.47K | $99.1K | −$3.3K | Cut−$9.44K |
| Frazier Financial Advisors, LLC | 2.21K | $88.6K | −$2.96K | Cut−$2.96K |
| Team Financial Group, LLC | 2.2K | $88.2K | −$2.98K | Cut−$2.86K |
| Golden State Wealth Management, LLC | 2.04K | $82.1K | −$2.71K | Cut−$2.68M |
| REAP Financial Group, LLC | 2.02K | $81.1K | −$2.74K | Cut−$15.3K |
| TopTier Wealth Management, LLC | 1.79K | $71.8K | — | New |
| Qube Research & Technologies Ltd | 1.57K | $63K | −$2.1K | Cut−$63.1K |
| Beaird Harris Wealth Management, LLC | 1.44K | $57.8K | −$1.93K | Cut−$1.93K |
| Aptus Capital Advisors, LLC | 1.13K | $45.3K | −$1.51K | Cut−$1.51K |
| Medallion Wealth Advisors, LLC | 889 | $35.7K | −$1.19K | Cut−$1.19K |
| PNC Financial Services Group, Inc. | 794 | $31.9K | −$1.06K | Cut−$1.06K |
| BlackRock, Inc. | 703 | $28.2K | — | New |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 654 | $26.8K | −$340 | Cut−$340 |
| Sound Income Strategies, LLC | 504 | $20.6K | — | New |
| WELLS FARGO & COMPANY/MN | 360 | $14.5K | −$468 | Cut−$9.22K |
| ASSETMARK, INC | 208 | $8.35K | −$279 | Cut−$279 |
| AdvisorNet Financial, Inc | 198 | $7.95K | −$265 | Cut−$3.13K |
| Farther Finance Advisors, LLC | 151 | $6.19K | −$72 | Cut−$72 |
| JONES FINANCIAL COMPANIES LLLP | 145 | $5.65K | −$364 | Cut−$364 |
| Destiny Wealth Partners, LLC | 115 | $4.62K | — | New |
| Caitlin John, LLC | 108 | $4.33K | −$145 | Cut−$145 |
| Smartleaf Asset Management LLC | 74 | $2.88K | −$94 | Added$1.43K |
| Allworth Financial LP | 25 | $1K | — | New |
| SHP Wealth Management | 17 | $683 | −$22 | Cut−$22 |
| TSFG, LLC | 14.3K | $576 | −$19 | Cut−$21 |
| Investor's Fiduciary Advisor Network, LLC | 9.69K | $389 | −$13 | Cut−$13 |
| PARK AVENUE SECURITIES LLC | 7.41K | $297 | −$10 | Added$12 |
| Janney Montgomery Scott LLC | 6.4K | $257 | −$7 | Added$31 |
| Cambridge Investment Research Advisors, Inc. | 5.91K | $237 | −$8 | Added$6 |
| Capital Analysts, LLC | 2.04K | $82 | −$3 | Cut−$108 |
| Capital Advisors, Ltd. LLC | 658 | $26 | −$7 | Cut−$103 |