| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 3.12M | $137.3M | −$249.6K | Cut−$205.5K |
| SYM FINANCIAL Corp | 2.44M | $107.4M | −$194.9K | Added$34.3K |
| CWM, LLC | 907K | $39.9M | $39.1M | Added$39.9M |
| WJ Interests, LLC | 686.7K | $30.2M | −$52.9K | Added$1.02M |
| OneDigital Investment Advisors LLC | 505.7K | $22.3M | −$38.9K | Added$809.8K |
| Wealthcare Advisory Partners LLC | 297.4K | $13.1M | −$23.7K | Added$26.4K |
| 46 Peaks LLC | 281.4K | $12.4M | −$22K | Added$251.4K |
| Professional Financial Advisors, LLC | 237.8K | $10.5M | −$19K | Cut−$1.51M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 124K | $5.46M | −$8.27K | Added$900.4K |
| JANE STREET GROUP, LLC | 117.3K | $5.16M | — | New |
| LPL Financial LLC | 71.9K | $3.16M | −$5.76K | Cut−$2.17M |
| MATHER GROUP, LLC. | 70.1K | $3.09M | — | New |
| JPMORGAN CHASE & CO | 64.2K | $2.74M | −$67.3K | Added$548.2K |
| Icahn Capital | 61.9K | $2.72M | −$4.96K | Cut−$121.1K |
| Fermata Advisors, LLC | 53.2K | $2.34M | −$4.26K | Cut−$84.8K |
| OSAIC HOLDINGS, INC. | 29.7K | $1.31M | −$1.56K | Added$444.2K |
| GOLDMAN SACHS GROUP INC | 28.8K | $1.27M | — | New |
| Kestra Advisory Services, LLC | 26.3K | $1.16M | −$2.1K | Added$19.3K |
| Leading Edge Financial Planning LLC | 24.3K | $1.07M | −$1.86K | Added$44.2K |
| WealthPlan Investment Management, LLC | 20K | $879.3K | −$1.53K | Added$40.8K |
| COMMONWEALTH EQUITY SERVICES, LLC | 18.9K | $831K | −$1.48K | Cut−$20.4K |
| IHT Wealth Management, LLC | 14.3K | $630.5K | −$47.2K | Cut−$44.2K |
| SteelPeak Wealth, LLC | 6.22K | $273.7K | — | New |
| Accurate Wealth Management, LLC | 4.6K | $211.1K | $3.36K | Cut−$38.4K |
| Inspire Advisors, LLC | 4.77K | $210K | — | New |
| CARDIFF PARK ADVISORS, LLC | 2.86K | $125.9K | −$229 | Cut−$229 |
| Triumph Capital Management | 1.68K | $73.8K | — | New |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1.36K | $59.8K | −$88 | Cut−$6.7K |
| MORGAN STANLEY | 1.14K | $50.3K | −$83 | Cut−$171 |
| ROYAL BANK OF CANADA | 1.04K | $46K | $0 | Held |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 316 | $13.9K | −$25 | Cut−$25 |
| Farther Finance Advisors, LLC | 156 | $6.96K | $80 | Cut−$2.3K |
| NewEdge Advisors, LLC | 5.56K | $5.56K | −$214.8K | Cut−$214.2K |
| Larson Financial Group LLC | 71 | $3.13K | — | New |
| Essential Partners LLC | 28 | $1.23K | −$3 | Cut−$3 |
| Avion Wealth | 8.44K | $371 | $0 | Held |
| Fidelity | 3 | $132 | — | New |
| Strategic Wealth Partners, Ltd. | 1 | $34 | −$10 | Cut−$4.81K |
| HANTZ FINANCIAL SERVICES, INC. | 160 | $7 | $0 | Held |