| MORGAN STANLEY | 2.37M | $56.8M | $2.03M | Added$41.4M |
| WELLS FARGO & COMPANY/MN | 631.8K | $15.1M | $1.63M | Added$2.79M |
| ROYAL BANK OF CANADA | 605.5K | $14.5M | $1.69M | Added$1.05M |
| Warren Street Wealth Advisors, LLC | 560.5K | $13.4M | $1.56M | Added$8.24K |
| Leo Wealth, LLC | 436.2K | $10.4M | $1.21M | Added$943.3K |
| WRIGHT WEALTH LLC | 302.1K | $7.23M | $812.1K | Added$1.08M |
| Kestra Advisory Services, LLC | 256K | $6.13M | $665.3K | Added$1.08M |
| LPL Financial LLC | 223K | $5.34M | $622.3K | Cut−$63.9K |
| Team Financial Group, LLC | 125.3K | $3M | $349.5K | Added$337.1K |
| MISSION WEALTH MANAGEMENT, LP | 90K | $2.15M | — | New |
| RAYMOND JAMES FINANCIAL INC | 71.3K | $1.71M | $83.2K | Added$1.08M |
| Cetera Investment Advisers | 54.8K | $1.31M | $109.7K | Added$479.7K |
| Gateway Wealth Partners, LLC | 47.4K | $1.14M | — | New |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 42.5K | $1.02M | $102.2K | Added$242.1K |
| Global Wealth Management Investment Advisory, Inc. | 41K | $981.4K | $112.7K | Added$127.2K |
| &PARTNERS | 39.6K | $964.4K | $124.9K | Added$112K |
| ENVESTNET ASSET MANAGEMENT INC | 37.7K | $902.3K | $52.1K | Added$507.2K |
| OneAscent Financial Services LLC | 37.6K | $900.6K | $101.4K | Added$131.7K |
| OSAIC HOLDINGS, INC. | 33.7K | $806.6K | $94K | Cut−$41.4K |
| Private Advisor Group, LLC | 32.2K | $770.1K | $89.8K | Added$77.8K |
| JANE STREET GROUP, LLC | 32K | $766.8K | — | New |
| ROMAN BUTLER FULLERTON & CO | 31.9K | $765.5K | $32K | Added$79.3K |
| Empirical Asset Management, LLC | 30.3K | $726.2K | $80.6K | Added$115.4K |
| Sigma Planning Corp | 30.1K | $721.6K | $79.2K | Added$121.3K |
| Farther Finance Advisors, LLC | 29.8K | $711.7K | — | New |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 23.6K | $565.1K | — | New |
| Steward Partners Investment Advisory, LLC | 21.5K | $513.5K | $48.5K | Added$146.1K |
| STIFEL FINANCIAL CORP | 21.1K | $504.4K | $58.8K | Added$34.6K |
| Cerity Partners LLC | 21K | $503.1K | $58.6K | Added$58.6K |
| Bison Wealth, LLC | 16.5K | $435.3K | $44.6K | Added$18.4K |
| Covenant Asset Management, LLC | 18K | $430.4K | $50.2K | Added$44.3K |
| Brookwood Investment Group LLC | 17.9K | $427.6K | — | New |
| XY Planning Network, Inc. | 17.3K | $413.1K | $46.4K | Added$51.3K |
| Arkadios Wealth Advisors | 17.1K | $409.3K | $47.7K | Added$47.7K |
| Creekside Partners | 15.6K | $374.3K | $43.6K | Added$43.6K |
| REAP Financial Group, LLC | 15.4K | $368.4K | $42.9K | Cut−$10.9K |
| Fermata Advisors, LLC | 12.4K | $297K | $34.6K | Added$1.9K |
| Navis Wealth Advisors, LLC | 11.8K | $282.3K | $32.9K | Added$32.9K |
| REGIONS FINANCIAL CORP | 10.8K | $257.7K | $30K | Added$30K |
| OPPENHEIMER & CO INC | 10.6K | $254.5K | — | New |
| Caitlin John, LLC | 10.6K | $254.3K | — | New |
| HighTower Advisors, LLC | 10.5K | $250.6K | — | New |
| MML INVESTORS SERVICES, LLC | 9.98K | $238.9K | $27.8K | Cut−$39K |
| Merit Financial Group, LLC | 9.64K | $230.8K | $26.9K | Added$3.63K |
| JOURNEY STRATEGIC WEALTH LLC | 8.99K | $215.2K | $25.1K | Cut−$23.9K |
| TD Waterhouse Canada Inc. | 7.11K | $169.1K | $19.4K | Added$19.4K |
| FIFTH THIRD BANCORP | 5.61K | $134.2K | — | New |
| Ashton Thomas Private Wealth, LLC | 4.99K | $119.5K | — | New |
| Rockefeller Capital Management L.P. | 4.47K | $107.1K | — | New |
| Frazier Financial Advisors, LLC | 3.53K | $84.5K | $9.85K | Added$9.85K |
| GoalVest Advisory LLC | 2.24K | $53.6K | $6.24K | Added$6.24K |
| Aptus Capital Advisors, LLC | 1.59K | $38K | $4.43K | Added$4.43K |
| PRIVATE TRUST CO NA | 787 | $18.8K | — | New |
| Smartleaf Asset Management LLC | 700 | $16.7K | $1.37K | Added$4.44K |
| Root Financial Partners, LLC | 600 | $14.4K | $1.67K | Added$1.67K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 588 | $14.1K | $1.64K | Added$1.64K |
| EVOLUTION WEALTH MANAGEMENT INC. | 587 | $14.1K | $1.64K | Added$1.62K |
| AlphaCore Capital LLC | 400 | $9.58K | $1.12K | Added$1.12K |
| IFP Advisors, Inc | 300 | $7.18K | $837 | Added$837 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 255 | $6.11K | $712 | Added$712 |
| Abound Wealth Management | 210 | $5.03K | — | New |
| Asset Dedication, LLC | 202 | $4.84K | $563 | Added$563 |
| Wayfinding Financial, LLC | 108.6K | $2.6K | $303 | Added$287 |
| Cambridge Investment Research Advisors, Inc. | 87.8K | $2.1K | $225 | Added$393 |
| Aventura Private Wealth, LLC | 80 | $1.92K | $223 | Added$223 |
| AE Wealth Management LLC | 44 | $1.05K | $122 | Added$122 |
| FLOW TRADERS U.S. LLC | 14.6K | $350 | $41 | Cut−$561 |
| Smithfield Trust Co | 3.58K | $86 | $10 | Added$10 |
| Blue Trust, Inc. | 2 | $57 | $7 | Added$7 |
| Covestor Ltd | 162 | $4 | $0 | Added$2 |