| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 1.99M | $125.1M | $2.51M | Added$4.23M |
| Alpine Bank Wealth Management | 620.6K | $39M | $794.3K | Cut−$1.81M |
| Focus Partners Wealth | 214.2K | $13.5M | $274.1K | Added$22.7K |
| CWM, LLC | 212.7K | $13.4M | $12M | Added$13.4M |
| Wealthcare Advisory Partners LLC | 129.3K | $8.13M | $165.5K | Cut−$232.2K |
| McGrath & Associates, Inc. | 121.7K | $7.66M | $146.1K | Added$618.6K |
| STAPP WEALTH MANAGEMENT, PLLC | 120.9K | $7.61M | $154.8K | Cut−$830.5K |
| OneDigital Investment Advisors LLC | 112.2K | $7.06M | — | New |
| Magnolia Private Wealth, LLC | 213.5K | $6.6M | −$3.27M | Added$34.7K |
| Triton Wealth Management, PLLC | 96.6K | $6.23M | −$349.1K | Added$1.23M |
| Kestra Advisory Services, LLC | 82.5K | $5.19M | $58.7K | Added$2.36M |
| Fermata Advisors, LLC | 77.5K | $4.87M | $54.9K | Added$2.23M |
| OSAIC HOLDINGS, INC. | 52.8K | $3.32M | $65.8K | Added$155K |
| GREAT VALLEY ADVISOR GROUP, INC. | 52.2K | $3.29M | $66.8K | Added$66.8K |
| AMERIPRISE FINANCIAL INC | 43.3K | $2.72M | $55.4K | Cut−$643.9K |
| MORGAN STANLEY | 36.4K | $2.29M | $46.6K | Added$46.6K |
| OPTIMA CAPITAL LLC | 34K | $2.14M | $42.7K | Added$83.3K |
| SFG Wealth Management, LLC. | 33.2K | $2.09M | $42.6K | Added$19.5K |
| Sanctuary Advisors, LLC | 30.3K | $1.9M | $38.7K | Cut−$2.54M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 29.7K | $1.87M | — | New |
| Aspire Capital Advisors LLC | 26.7K | $1.68M | $32.6K | Added$109.6K |
| JANE STREET GROUP, LLC | 26.5K | $1.67M | $31.1K | Added$171.5K |
| Spinnaker Investment Group, LLC | 22.4K | $1.41M | $28.6K | Cut−$267.1K |
| Modern Wealth Management, LLC | 20K | $1.28M | — | New |
| LWM Advisory Services, LLC | 20.2K | $1.27M | $25.8K | Added$25.8K |
| Kingsview Wealth Management, LLC | 19.3K | $1.21M | $15.6K | Added$460.4K |
| SteelPeak Wealth, LLC | 18.4K | $1.16M | $11K | Added$628K |
| Worth Asset Management, LLC | 18.3K | $1.15M | $23.4K | Added$10.2K |
| ENVESTNET ASSET MANAGEMENT INC | 17.8K | $1.12M | $16.4K | Added$328.6K |
| Arkadios Wealth Advisors | 17.4K | $1.1M | — | New |
| JPMORGAN CHASE & CO | 16.4K | $973.7K | −$25.4K | Added$269.3K |
| MERCER GLOBAL ADVISORS INC /ADV | 13.7K | $860K | — | New |
| Lunt Capital Management, Inc. | 13K | $819.4K | — | New |
| BROWN ADVISORY INC | 12.8K | $804.6K | $16.4K | Added$16.4K |
| Elm3 Financial Group, LLC | 11.3K | $710.4K | $14.5K | Cut−$13.1K |
| M Wealth Management, LLC | 10.8K | $682.5K | $13.9K | Cut−$202.4K |
| Atria Investments, Inc | 8.59K | $540.5K | $11K | Cut−$3.14M |
| UBS Group AG | 8K | $503K | $4.95K | Added$264.5K |
| XY Planning Network, Inc. | 7.84K | $501.1K | $18K | Cut−$346.4K |
| HOWARD BAILEY SECURITIES, LLC | 7.75K | $487.3K | $9.92K | Cut−$7.71K |
| Quantinno Capital Management LP | 7.14K | $449.2K | — | New |
| Redhawk Wealth Advisors, Inc. | 7.06K | $444.1K | $9.03K | Cut−$56.2K |
| Icahn Capital | 6.58K | $413.6K | — | New |
| Prospera Financial Services Inc | 6.29K | $395.6K | $6.89K | Added$63.6K |
| Optivise Advisory Services LLC | 6.02K | $378.7K | $7.7K | Cut−$65.8K |
| Kelman-Lazarov, Inc. | 6K | $377.7K | $4.48K | Added$162.1K |
| Citadel | 5.93K | $373K | $7.59K | Cut−$1.22M |
| CreativeOne Wealth, LLC | 4.96K | $311.7K | — | New |
| RAYMOND JAMES FINANCIAL INC | 4.4K | $276.9K | $5.64K | Cut−$3.24M |
| J.W. COLE ADVISORS, INC. | 4.19K | $263.8K | $4.16K | Added$63.3K |
| J HAGAN CAPITAL, INC. | 4.16K | $261.5K | — | New |
| Geneos Wealth Management Inc. | 3.83K | $240.8K | $4.84K | Added$7.98K |
| LPL Financial LLC | 3.81K | $239.9K | $4.88K | Cut−$1.66M |
| Noble Wealth Management PBC | 2.98K | $187.8K | $3.82K | Cut−$26.7K |
| Team Financial Group, LLC | 2.54K | $160K | $3.17K | Added$7.57K |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2.1K | $134.4K | — | New |
| AE Wealth Management LLC | 1.91K | $119.8K | $2.43K | Cut−$57.3K |
| Caitlin John, LLC | 1K | $62.9K | $640 | Added$32.1K |
| CENTRAL TRUST Co | 993 | $62.5K | — | New |
| Triumph Capital Management | 328 | $20.6K | $420 | Cut−$5.74K |
| IFP Advisors, Inc | 211 | $13.3K | $270 | Added$270 |
| Federation des caisses Desjardins du Quebec | 181 | $11.3K | — | New |
| SIGNATUREFD, LLC | 125 | $7.86K | $160 | Added$160 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 104 | $6.54K | — | New |
| US BANCORP \DE\ | 75 | $4.72K | $96 | Added$96 |
| Cambridge Investment Research Advisors, Inc. | 58.4K | $3.67K | $75 | Added$8 |
| HRT FINANCIAL LP | 32.5K | $2.04K | — | New |
| My Portfolio Guide, LLC | 12 | $755 | — | Held |
| BLAIR WILLIAM & CO/IL | 10 | $629 | $13 | Added$13 |
| HANTZ FINANCIAL SERVICES, INC. | 2.65K | $167 | $4 | Cut−$38 |