| IHT Wealth Management, LLC | 185.9K | $8.22M | −$63.2K | Added$7.21K |
| LPL Financial LLC | 165.7K | $7.32M | −$44.7K | Added$1.53M |
| Vericrest Private Wealth | 137.1K | $6.06M | −$36.9K | Added$1.27M |
| Atria Investments, Inc | 124.7K | $5.51M | −$42.8K | Cut−$80K |
| Mariner, LLC | 70.6K | $3.12M | −$24.2K | Cut−$67.2K |
| NBC SECURITIES, INC. | 65K | $2.87M | −$20.1K | Added$262.7K |
| Oxinas Partners, LLC | 48.7K | $2.15M | −$15.9K | Added$85.8K |
| RFG Advisory, LLC | 45.4K | $2.01M | −$15.1K | Added$40.7K |
| WealthPoint Financial, LLC | 38.7K | $1.72M | $0 | Held |
| RAYMOND JAMES FINANCIAL INC | 38.2K | $1.69M | −$10.9K | Added$274.4K |
| JANE STREET GROUP, LLC | 36.4K | $1.61M | −$12.5K | Cut−$668.2K |
| HARBOUR INVESTMENTS, INC. | 31.6K | $1.4M | −$8.76K | Added$258.4K |
| Concurrent Investment Advisors, LLC | 29K | $1.28M | −$8.86K | Added$127K |
| Private Advisor Group, LLC | 24.7K | $1.09M | −$5.83K | Added$332.8K |
| Bison Wealth, LLC | 22.1K | $973.8K | $2.75K | Cut−$32.6K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 17.7K | $781.6K | — | New |
| ENVESTNET ASSET MANAGEMENT INC | 16.2K | $716.2K | −$4.97K | Added$73.3K |
| Vestmark Advisory Solutions, Inc. | 15.9K | $701.6K | −$4.98K | Added$55.4K |
| Empirical Asset Management, LLC | 14K | $620.7K | −$3.29K | Added$193.3K |
| Golden State Equity Partners | 13.1K | $579.2K | −$2.25K | Added$287.3K |
| Gateway Wealth Partners, LLC | 12.7K | $560.9K | −$2.01K | Added$300.2K |
| EJMK Ventures LLC | 12K | $530.1K | −$4.11K | Cut−$927K |
| Cetera Investment Advisers | 9.76K | $431.6K | −$3.14K | Added$25.1K |
| PSI Advisors, LLC | 8.87K | $392.2K | — | New |
| Wealthcare Advisory Partners LLC | 7.75K | $342.6K | −$2.66K | Cut−$6.53K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 6.77K | $299.3K | — | New |
| REAP Financial Group, LLC | 6.1K | $269.7K | −$2.13K | Cut−$46.6K |
| Bank of New York Mellon Corp | 5.96K | $263.6K | −$1.91K | Added$12.4K |
| INVENIO WEALTH PARTNERS LLC | 5.67K | $250.8K | −$1.95K | Cut−$8.12M |
| Beacon Financial Advisory LLC | 5.64K | $249.4K | −$1.94K | Cut−$42.5K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 5.51K | $243.5K | — | New |
| Summit Financial, LLC | 5.18K | $228.8K | −$1.77K | Cut−$529 |
| JPMORGAN CHASE & CO | 4.07K | $179.6K | −$1.86K | Added$1.36K |
| CoreCap Advisors, LLC | 2.74K | $121.2K | −$941 | Cut−$3.61K |
| EVOLUTION WEALTH MANAGEMENT INC. | 2.65K | $117.2K | −$911 | Cut−$11.7K |
| Aptus Capital Advisors, LLC | 2K | $88.6K | −$687 | Cut−$687 |
| UBS Group AG | 561 | $24.8K | — | New |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 315 | $13.9K | −$108 | Cut−$108 |
| IFP Advisors, Inc | 167 | $7.38K | −$57 | Cut−$57 |
| PNC Financial Services Group, Inc. | 121 | $5.35K | — | New |
| DHJJ Financial Advisors, Ltd. | 22 | $973 | −$7 | Cut−$7 |
| Smartleaf Asset Management LLC | 5 | $229 | −$3 | Cut−$3 |
| CENTAURUS FINANCIAL, INC. | 4.03K | $178 | −$1 | Held |
| Larson Financial Group LLC | 3 | $133 | — | New |
| WELLS FARGO & COMPANY/MN | 1 | $27 | — | Added$18 |