| Trilogy Capital Inc. | 1.89M | $62.4M | $2.8M | Added$6.1M |
| LPL Financial LLC | 327.7K | $10.8M | $451.2K | Added$1.78M |
| CWM, LLC | 322.8K | $10.7M | $8.26M | Added$10.7M |
| Tidemark, LLC | 226.2K | $7.49M | $355.1K | Cut−$255.9K |
| Kestra Advisory Services, LLC | 197.3K | $6.53M | $309.7K | Cut−$633.4K |
| JANE STREET GROUP, LLC | 136.6K | $4.52M | $48.9K | Added$3.54M |
| Welch Financial Planning, LLC | 123K | $4.07M | $187.4K | Added$308.4K |
| JPMORGAN CHASE & CO | 91.9K | $2.95M | $37.8K | Added$635.4K |
| GREENWOOD CAPITAL ASSOCIATES LLC | 43.5K | $1.44M | $58.6K | Added$263.8K |
| OLD MISSION CAPITAL LLC | 36K | $1.19M | — | New |
| STIFEL FINANCIAL CORP | 31.4K | $1.04M | $49K | Added$55.1K |
| OSAIC HOLDINGS, INC. | 24.2K | $802.6K | $22.5K | Added$351.4K |
| United Advisor Group, LLC | 23.2K | $768.3K | $32.9K | Added$106.4K |
| RAYMOND JAMES FINANCIAL INC | 14.8K | $491.1K | $14K | Added$209K |
| Baird Financial Group, Inc. | 10.8K | $358.1K | $16.8K | Added$20.4K |
| Independent Advisor Alliance | 9.86K | $326.3K | — | New |
| Stratos Wealth Partners, LTD. | 8.32K | $275.5K | — | New |
| Gateway Wealth Partners, LLC | 6.4K | $211.9K | — | New |
| WELLS FARGO & COMPANY/MN | 5.83K | $192.9K | −$2 | Added$192.9K |
| Cheviot Value Management, LLC | 4.61K | $152.5K | −$7.09K | Cut−$7.09K |
| IFP Advisors, Inc | 2.29K | $76K | $3.6K | Added$3.6K |
| Glass Jacobson Investment Advisors llc | 749 | $24.8K | $1.17K | Added$1.27K |
| Princeton Global Asset Management LLC | 415 | $13.7K | $652 | Added$652 |
| Rockefeller Capital Management L.P. | 273 | $9.04K | — | New |
| Signature Resources Capital Management, LLC | 225 | $7.45K | — | New |
| Farther Finance Advisors, LLC | 96 | $3.19K | $171 | Added$171 |
| Mosley Wealth Management | 27 | $826 | — | New |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 13 | $438 | $23 | Added$23 |
| MORGAN STANLEY | 1 | $52 | $6 | Added$6 |
| Fidelity | 1 | $33 | $1 | Added$1 |