| LPL Financial LLC | 1.67M | $53.1M | −$1.14M | Added$19.2M |
| Granite Bay Wealth Management, LLC | 1.2M | $38.4M | −$294.7K | Added$29.6M |
| MORGAN STANLEY | 673.1K | $21.5M | −$728.8K | Cut−$199.9K |
| CARY STREET PARTNERS FINANCIAL LLC | 327.6K | $10.5M | −$336.3K | Added$449.6K |
| CASTLE WEALTH MANAGEMENT LLC | 275.6K | $8.79M | −$299.6K | Cut−$118.9K |
| WealthPlan Investment Management, LLC | 244.8K | $7.81M | −$98K | Added$4.9M |
| RAYMOND JAMES FINANCIAL INC | 242.7K | $7.74M | −$109.7K | Added$4.48M |
| Solutions 4 Wealth, Ltd | 197K | $6.29M | −$207.6K | Added$112.4K |
| Cetera Investment Advisers | 188K | $6M | −$185.2K | Added$487.8K |
| Alpine Bank Wealth Management | 165.3K | $5.28M | — | New |
| Compass Financial Services Inc | 158.9K | $5.07M | −$164.1K | Added$189.6K |
| Kestra Advisory Services, LLC | 140.1K | $4.47M | −$24.1K | Added$3.75M |
| CENTRAL TRUST Co | 124.5K | $3.97M | −$138.2K | Cut−$162.7K |
| US BANCORP \DE\ | 116.1K | $3.71M | −$11.8K | Added$3.35M |
| Opes Wealth Management LLC | 115.7K | $3.69M | −$125.2K | Cut−$31K |
| Private Capital Management, LLC | 114.7K | $3.66M | −$115.9K | Added$212.8K |
| TRUST POINT INC. | 111.8K | $3.57M | −$124.1K | Cut−$3.98M |
| UBS Group AG | 74.3K | $2.37M | −$73.3K | Added$189.4K |
| Avestar Capital, LLC | 58.8K | $1.88M | −$65.3K | Cut−$168K |
| PFG Investments, LLC | 55.6K | $1.77M | −$60.5K | Cut−$25.4K |
| Tidemark, LLC | 54.6K | $1.74M | −$58.1K | Added$14.3K |
| CWM, LLC | 52.4K | $1.67M | $900.2K | Added$1.67M |
| OSAIC HOLDINGS, INC. | 51.4K | $1.64M | −$40.4K | Added$445.8K |
| NBC SECURITIES, INC. | 51K | $1.63M | — | New |
| JANE STREET GROUP, LLC | 50.1K | $1.6M | — | New |
| RESOLUTE CAPITAL, LLC | 48.8K | $1.56M | −$47.6K | Added$141.7K |
| ENVESTNET ASSET MANAGEMENT INC | 47.8K | $1.52M | −$53K | Cut−$1.79M |
| ROYAL BANK OF CANADA | 47.2K | $1.5M | −$52K | Cut−$34K |
| Sanctuary Advisors, LLC | 43.8K | $1.4M | −$48.6K | Cut−$78.4K |
| Visionary Wealth Advisors | 40.6K | $1.29M | −$41.5K | Added$60K |
| Arkadios Wealth Advisors | 36.1K | $1.15M | −$40.1K | Cut−$121.8K |
| Creative Planning | 34.4K | $1.1M | −$26.8K | Added$299.6K |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 34K | $1.08M | −$32.5K | Added$117.6K |
| JPMORGAN CHASE & CO | 34.4K | $1.07M | −$45.1K | Added$293.9K |
| Cresset Asset Management, LLC | 32.6K | $1.04M | −$34.9K | Added$695 |
| Prosperity Financial Group, Inc. | 30.1K | $958.9K | −$27.7K | Added$134.1K |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 25.9K | $846.6K | — | New |
| MML INVESTORS SERVICES, LLC | 23.7K | $757.2K | −$15.4K | Added$299.3K |
| Private Advisor Group, LLC | 22.1K | $706.7K | −$23.7K | Added$55 |
| HARBOUR INVESTMENTS, INC. | 21.6K | $690.3K | — | New |
| Kovack Advisors, Inc. | 20.1K | $641.3K | −$21K | Added$17.6K |
| WealthPLAN Partners, LLC | 17.9K | $570.1K | −$15.6K | Added$105.2K |
| WCG Wealth Advisors LLC | 17.8K | $569.5K | −$19.8K | Cut−$106.2K |
| MILESTONE ASSET MANAGEMENT, LLC | 17.6K | $560.8K | — | New |
| Western Wealth Management, LLC | 15.8K | $504.8K | — | New |
| Maridea Wealth Management LLC | 15.5K | $494.7K | — | New |
| Avory & Company, LLC | 15.2K | $484K | −$16.8K | Cut−$16.8K |
| U.S. Capital Wealth Advisors, LLC | 14.1K | $451K | −$13.1K | Added$60.6K |
| COMMONWEALTH EQUITY SERVICES, LLC | 12.1K | $385K | −$10.8K | Added$62.8K |
| Apollon Wealth Management, LLC | 11.2K | $358.1K | −$12.5K | Cut−$12.5K |
| Advyzon Investment Management, LLC | 10.7K | $340.4K | — | New |
| Merit Financial Group, LLC | 10.4K | $332K | −$11.5K | Cut−$11.5K |
| Tactive Advisors, LLC | 9.5K | $303.2K | −$8.72K | Added$43.8K |
| Atlantic Private Wealth, LLC | 8.79K | $280.6K | −$9.76K | Cut−$9.76K |
| Synergy Investment Management, LLC | 8.35K | $266.3K | −$9.12K | Cut−$4.43K |
| HB Wealth Management, LLC | 8.26K | $263.6K | −$9.09K | Cut−$7.01K |
| Integrated Wealth Concepts LLC | 7.84K | $250.2K | — | New |
| Roan Capital Partners | 7.76K | $247.7K | — | Held |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 6.95K | $221.9K | — | New |
| Cerity Partners LLC | 6.57K | $209.7K | — | New |
| Alessandra Capital Management, LLC | 6.46K | $206K | — | New |
| White & Co Financial Planning Inc | 6.29K | $200.7K | −$6.98K | Cut−$20.2K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 5.71K | $182.2K | — | New |
| REAP Financial Group, LLC | 2.31K | $73.6K | −$2.56K | Cut−$12.7K |
| FIFTH THIRD BANCORP | 2.22K | $70.7K | — | New |
| NewEdge Advisors, LLC | 47.1K | $47.1K | −$1.34M | Cut−$1.33M |
| Founders Financial Alliance, LLC | 1.43K | $45.7K | −$1.59K | Cut−$1.59K |
| Triumph Capital Management | 1.4K | $44.7K | −$1.55K | Cut−$1.55K |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 1.24K | $39.7K | −$1.38K | Cut−$1.19K |
| Farther Finance Advisors, LLC | 1.2K | $38.2K | −$1.33K | Cut−$1.33K |
| Allworth Financial LP | 1.05K | $33.5K | −$999 | Added$3.79K |
| Federation des caisses Desjardins du Quebec | 661 | $21.1K | −$733 | Cut−$733 |
| TD PRIVATE CLIENT WEALTH LLC | 642 | $20.5K | −$713 | Cut−$88.6K |
| Geneos Wealth Management Inc. | 558 | $17.8K | −$615 | Cut−$296 |
| Aptus Capital Advisors, LLC | 500 | $16K | −$555 | Cut−$555 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | 500 | $16K | — | New |
| Global Wealth Strategies & Associates | 499 | $15.9K | −$554 | Cut−$554 |
| SWAN Capital LLC | 466 | $14.9K | — | New |
| Fidelity | 348 | $11.1K | −$40 | Added$9.92K |
| Operose Advisors LLC | 328 | $10.5K | — | New |
| AE Wealth Management LLC | 325 | $10.4K | −$361 | Cut−$361 |
| STANCE CAPITAL LLC | 233 | $7.43K | — | New |
| Smartleaf Asset Management LLC | 52 | $1.62K | −$115 | Cut−$115 |
| Pinnacle Wealth Planning Services, Inc. | 20 | $645 | −$22 | Cut−$22 |
| SHP Wealth Management | 14 | $447 | −$15 | Cut−$15 |
| Team Financial Group, LLC | 9 | $283 | −$5 | Cut−$5 |
| DHJJ Financial Advisors, Ltd. | 2 | $64 | −$3 | Cut−$3 |
| WELLS FARGO & COMPANY/MN | 1 | $18 | −$13 | Cut−$13 |
| Covestor Ltd | 40 | $1 | $0 | Held |