| LPL Financial LLC | 255.6K | $16.7M | −$217.1K | Added$1.64M |
| Integrated Wealth Concepts LLC | 217K | $14.2M | −$171.3K | Added$2.29M |
| Occidental Asset Management, LLC | 170.7K | $11.2M | −$132.4K | Added$1.97M |
| UBS Group AG | 162.7K | $10.7M | −$150.8K | Added$163.9K |
| Anderson Financial Strategies, LLC | 60.7K | $4.03M | −$31.7K | Added$140.6K |
| Kestra Advisory Services, LLC | 31.6K | $2.07M | −$26.7K | Added$207.4K |
| JANE STREET GROUP, LLC | 25.3K | $1.66M | −$18K | Added$400.6K |
| AE Wealth Management LLC | 24.5K | $1.6M | −$19.1K | Added$272.4K |
| Schwallier Wealth Management LLC | 24.5K | $1.6M | — | New |
| MOODY NATIONAL BANK TRUST DIVISION | 23.2K | $1.52M | −$18.8K | Added$211.2K |
| VestGen Advisors, LLC | 10.7K | $709.3K | −$2.25K | Cut−$1.78K |
| Rockefeller Capital Management L.P. | 10.5K | $690.2K | −$10.1K | Cut−$71.9K |
| NewSquare Capital LLC | 8.29K | $543.1K | −$7.54K | Added$18.3K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 7.81K | $511.9K | −$7.46K | Cut−$7.46K |
| JONES FINANCIAL COMPANIES LLLP | 7.74K | $506.1K | −$7.38K | Added$65.9K |
| ENVESTNET ASSET MANAGEMENT INC | 7.43K | $487K | −$7.11K | Cut−$70.1K |
| Collaborative Wealth Managment Inc. | 3.78K | $247.7K | −$3.59K | Cut−$1.37M |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 3.38K | $221.2K | — | New |
| Fermata Advisors, LLC | 3.36K | $219.8K | −$3.26K | Cut−$31.4K |
| Cetera Investment Advisers | 3.3K | $216.4K | — | New |
| ROYAL BANK OF CANADA | 1.65K | $108K | −$1.54K | Cut−$2K |
| Frazier Financial Advisors, LLC | 1.08K | $71K | −$1.03K | Cut−$1.03K |
| FIFTH THIRD BANCORP | 763 | $50K | — | New |
| GUARDIAN WEALTH ADVISORS, LLC / NC | 475 | $31.1K | — | New |
| Aptus Capital Advisors, LLC | 475 | $31.1K | −$453 | Cut−$453 |
| Parallel Advisors, LLC | 70 | $4.59K | — | New |
| EverSource Wealth Advisors, LLC | 61 | $3.96K | −$72 | Cut−$7 |
| CWM, LLC | 43 | $2.82K | $2.81K | Added$2.81K |
| OSAIC HOLDINGS, INC. | 28 | $1.86K | −$27 | Cut−$27 |
| VANGUARD ADVISERS INC | 16 | $1.05K | — | Held |
| DHJJ Financial Advisors, Ltd. | 5 | $328 | −$5 | Cut−$5 |
| FLOW TRADERS U.S. LLC | 3.14K | $206 | −$3 | Cut−$887 |
| Forum Finance Group S.A. | 3.74K | $196 | — | Held |
| HANTZ FINANCIAL SERVICES, INC. | 14 | $1 | — | New |