| AE Wealth Management LLC | 252.3K | $11M | $92K | Added$2.72M |
| Stonebridge Wealth Management, LLC | 222.6K | $9.67M | $106.8K | Cut−$150.7K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 217.8K | $9.47M | — | New |
| Cetera Investment Advisers | 202.6K | $8.81M | $96.5K | Added$166.5K |
| Berkeley, Inc | 184.4K | $8.02M | $85.8K | Added$333.3K |
| High Note Wealth, LLC | 131.3K | $5.71M | $61.8K | Added$174.3K |
| Lido Advisors, LLC | 80.6K | $3.5M | $37.3K | Added$248.9K |
| LPL Financial LLC | 55.2K | $2.4M | $26.5K | Cut−$132.4K |
| JANE STREET GROUP, LLC | 47.4K | $2.06M | $16.4K | Added$591.5K |
| CERTUITY, LLC | 40.5K | $1.76M | $16.5K | Added$283.8K |
| JT Stratford LLC | 37.3K | $1.62M | $16.4K | Added$154.2K |
| United Advisor Group, LLC | 23.6K | $1.03M | $11.3K | Added$11.4K |
| TOUNJIAN ADVISORY PARTNERS, LLC | 14.6K | $634.1K | $7.03K | Cut−$21.2K |
| MERCER GLOBAL ADVISORS INC /ADV | 8.74K | $380K | — | New |
| Composition Wealth, LLC | 6.9K | $299.7K | $3.29K | Added$2.26K |
| Compound Planning, Inc. | 6.13K | $266.2K | $2.92K | Cut−$30.4K |
| COMMONWEALTH EQUITY SERVICES, LLC | 5.72K | $248.6K | $2.76K | Cut−$157.7K |
| Modera Wealth Management, LLC | 5.61K | $243.6K | $2.69K | Added$2.69K |
| BANK OF AMERICA CORP /DE/ | 5.39K | $234.3K | $2.39K | Added$20.3K |
| Quantinno Capital Management LP | 5.36K | $232.9K | $2.57K | Added$2.57K |
| Larson Financial Group LLC | 3.7K | $160.8K | $1.78K | Added$1.78K |
| MORGAN STANLEY | 2.3K | $99.9K | $1.1K | Added$1.1K |
| ROYAL BANK OF CANADA | 2.06K | $90K | $706 | Added$27K |
| Frazier Financial Advisors, LLC | 1.75K | $76.1K | $841 | Added$841 |
| Geneos Wealth Management Inc. | 1.28K | $55.7K | $615 | Added$615 |
| Medallion Wealth Advisors, LLC | 875 | $38K | $420 | Added$420 |
| UBS Group AG | 867 | $37.7K | $416 | Cut−$11.2K |
| Rossby Financial, LCC | 629 | $27.7K | $661 | Added$661 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 549 | $23.9K | $288 | Cut−$15K |
| Fidelity | 491 | $21.3K | $206 | Added$4.47K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 446 | $19.4K | $196 | Added$1.76K |
| IFP Advisors, Inc | 411 | $17.9K | $197 | Added$197 |
| MATHER GROUP, LLC. | 391 | $17K | — | New |
| OSAIC HOLDINGS, INC. | 361 | $15.7K | — | New |
| Allworth Financial LP | 296 | $12.9K | $142 | Added$142 |
| FLOW TRADERS U.S. LLC | 174K | $7.56K | $51 | Added$2.99K |
| VANGUARD ADVISERS INC | 148 | $6.43K | — | Held |
| Farther Finance Advisors, LLC | 122 | $5.37K | $128 | Added$85 |
| Cambridge Investment Research Advisors, Inc. | 65.2K | $2.83K | $27 | Added$443 |
| Aptus Capital Advisors, LLC | 50 | $2.17K | — | New |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 33 | $1.43K | — | New |
| Parallel Advisors, LLC | 20 | $869 | $9 | Added$9 |
| HANTZ FINANCIAL SERVICES, INC. | 24 | $1 | — | New |