| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 5.42M | $282.5M | −$14.4M | Cut−$15.7M |
| CWM, LLC | 1.41M | $73.6M | $71.8M | Added$73.5M |
| RATIONAL ADVISORS, INC. | 1.3M | $69.3M | −$862.2K | Added$33.9M |
| Wealthcare Advisory Partners LLC | 988.1K | $51.5M | −$2.48M | Added$407.6K |
| OneDigital Investment Advisors LLC | 610K | $31.8M | −$1.62M | Cut−$6.7M |
| Cetera Investment Advisers | 563.8K | $29.4M | −$1.49M | Cut−$1.4M |
| Professional Financial Advisors, LLC | 508.4K | $26.5M | −$1.3M | Cut−$254.6K |
| WJ Interests, LLC | 494K | $25.8M | −$1.23M | Added$341.1K |
| 46 Peaks LLC | 443K | $23.1M | −$1.14M | Cut−$385.1K |
| LPL Financial LLC | 351K | $18.3M | −$891.2K | Cut−$59.6K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 323.4K | $17M | −$986.5K | Cut−$9.57M |
| Icahn Capital | 253.8K | $13.2M | −$647K | Cut−$94.3K |
| Perennial Investment Advisors, LLC | 160.6K | $8.38M | −$427K | Cut−$464.6K |
| BNP PARIBAS FINANCIAL MARKETS | 159.3K | $8.31M | −$423.6K | Cut−$1.79M |
| Kestra Advisory Services, LLC | 134.2K | $7M | −$220.2K | Added$2.46M |
| Fermata Advisors, LLC | 119.5K | $6.23M | −$317.9K | Cut−$551.9K |
| Bravias Capital Group, LLC | 85.9K | $4.48M | −$228.5K | Cut−$1.27M |
| Private Advisor Group, LLC | 84.9K | $4.43M | −$214.3K | Added$8.9K |
| OSAIC HOLDINGS, INC. | 75.8K | $3.95M | −$181.5K | Added$211.5K |
| Independent Advisor Alliance | 74.8K | $3.9M | — | New |
| MORGAN STANLEY | 69.7K | $3.64M | −$185.5K | Cut−$725.4K |
| JPMORGAN CHASE & CO | 70.1K | $3.56M | −$201.1K | Added$851.1K |
| CIBC Bancorp USA Inc. | 55.8K | $2.91M | — | Held |
| COMMONWEALTH EQUITY SERVICES, LLC | 50.5K | $2.63M | −$134.2K | Cut−$166K |
| RHS Financial, LLC | 50.3K | $2.63M | −$134K | Cut−$246.9K |
| Leading Edge Financial Planning LLC | 39.9K | $2.08M | −$99.9K | Added$20.4K |
| Insight Wealth Strategies, LLC | 37.6K | $1.96M | −$97.3K | Cut−$45.6K |
| Morton Capital Management LLC/CA | 33.1K | $1.72M | −$87.7K | Cut−$82.8K |
| Golden State Wealth Management, LLC | 29.4K | $1.53M | −$73.1K | Added$26.7K |
| Ausdal Financial Partners, Inc. | 28.8K | $1.5M | −$73.7K | Cut−$14.3K |
| Herold Advisors, Inc. | 24K | $1.25M | −$63.8K | Cut−$118.7K |
| HOWARD BAILEY SECURITIES, LLC | 24K | $1.25M | −$63.7K | Cut−$69.8K |
| Innova Wealth Partners | 22.8K | $1.19M | −$60.6K | Cut−$72.9K |
| Accurate Wealth Management, LLC | 20K | $1.08M | −$29.2K | Cut−$139.4K |
| Belpointe Asset Management LLC | 19.2K | $999.8K | −$51K | Cut−$100K |
| Rockefeller Capital Management L.P. | 19.1K | $997.2K | −$47K | Added$28.7K |
| WRIGHT WEALTH LLC | 17.8K | $930.8K | −$47.5K | Cut−$349.9K |
| XY Planning Network, Inc. | 17.5K | $916.9K | — | New |
| ORBA Wealth Advisors, L.L.C. | 17.3K | $901.4K | −$46K | Cut−$226K |
| Bison Wealth, LLC | 14.9K | $875.1K | $108.3K | Added$65.5K |
| ENVESTNET ASSET MANAGEMENT INC | 16.2K | $843.7K | — | New |
| ACT Advisors, LLC. | 15.7K | $817.7K | −$41.7K | Cut−$65.2K |
| WealthPlan Investment Management, LLC | 14.8K | $772.2K | −$39.4K | Cut−$231.9K |
| Sunbelt Securities, Inc. | 14.7K | $768.4K | −$39.1K | Cut−$37.8K |
| United Advisor Group, LLC | 14.5K | $753.7K | −$33K | Added$73.3K |
| REAP Financial Group, LLC | 14.1K | $736.6K | −$37.6K | Cut−$167.5K |
| Corient Private Wealth LLC | 13.9K | $724.9K | −$37K | Cut−$37K |
| Quotient Wealth Partners, LLC | 13.2K | $689.5K | — | New |
| Frontier Asset Management, LLC | 13.1K | $684.1K | −$23.7K | Added$194.9K |
| Merit Financial Group, LLC | 12.8K | $668K | −$34K | Cut−$32.1K |
| IHT Wealth Management, LLC | 12K | $624.5K | −$40.2K | Cut−$36.1K |
| NDWM LLC | 11.9K | $623.1K | −$31.8K | Cut−$51.6K |
| HARBOUR INVESTMENTS, INC. | 10.6K | $550.8K | −$19K | Added$160.3K |
| Quantinno Capital Management LP | 10.5K | $548K | −$27.8K | Cut−$24.7K |
| Wedmont Private Capital | 10.1K | $541.9K | −$15.9K | Cut−$15.9K |
| Western Wealth Management, LLC | 10.3K | $535.6K | −$27.3K | Cut−$67.7K |
| Inspire Advisors, LLC | 9.31K | $485.4K | — | New |
| AE Wealth Management LLC | 9.29K | $484.6K | −$22.1K | Added$29.8K |
| MERCER GLOBAL ADVISORS INC /ADV | 7.8K | $407K | −$20.7K | Cut−$33.1K |
| Astra Wealth Partners LLC | 7.8K | $406.8K | −$20.7K | Cut−$20.7K |
| Integrated Wealth Concepts LLC | 6.08K | $317.2K | — | New |
| Creative Planning | 5.88K | $306.7K | — | New |
| ROYAL BANK OF CANADA | 5.36K | $279K | −$14.1K | Cut−$8K |
| J.W. COLE ADVISORS, INC. | 5.05K | $263.3K | −$13.4K | Cut−$115.8K |
| Barnes Wealth Management Group, Inc | 5.04K | $262.6K | −$13.3K | Cut−$179.4K |
| TopTier Wealth Management, LLC | 4.85K | $252.9K | −$12.9K | Cut−$12.2K |
| REGIONS FINANCIAL CORP | 4.63K | $241.2K | — | New |
| McCartney Wealth Management LLC | 4.59K | $239.4K | −$12.1K | Cut−$10K |
| CAPTRUST FINANCIAL ADVISORS | 4.46K | $232.6K | −$11.9K | Cut−$79.7K |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 4.39K | $229K | — | New |
| Team Financial Group, LLC | 4.29K | $223.7K | −$10.6K | Added$4.55K |
| Perigon Wealth Management, LLC | 4.19K | $218.5K | −$11.1K | Cut−$26.3K |
| PRIVATE TRUST CO NA | 4.15K | $216.5K | −$10.2K | Added$5.4K |
| Strategic Blueprint, LLC | 4.13K | $215.4K | −$10.8K | Cut−$6.31K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 4.1K | $213.7K | −$10.9K | Cut−$10.4K |
| CARDIFF PARK ADVISORS, LLC | 4.04K | $210.8K | −$10.8K | Cut−$10.8K |
| Magnolia Private Wealth, LLC | 3.84K | $200.2K | −$10.2K | Cut−$28.4K |
| Synergy Investment Management, LLC | 2.62K | $136.6K | — | New |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1.74K | $90.6K | −$4.54K | Cut−$3.34K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 1.55K | $80.7K | −$4.12K | Cut−$11.6K |
| MATHER GROUP, LLC. | 1.46K | $76.1K | — | New |
| CoreCap Advisors, LLC | 1.33K | $69.5K | −$3.55K | Cut−$3.55K |
| Smartleaf Asset Management LLC | 1.35K | $68.8K | −$6.34K | Cut−$6.34K |
| CHAPMAN FINANCIAL GROUP, LLC | 1K | $52.1K | −$2.66K | Cut−$2.66K |
| Costello Asset Management, INC | 900 | $46.9K | −$2.39K | Cut−$2.39K |
| EVOLUTION WEALTH MANAGEMENT INC. | 623 | $32.5K | −$1.66K | Cut−$1.66K |
| WELLS FARGO & COMPANY/MN | 600 | $31.3K | — | New |
| VANGUARD ADVISERS INC | 589 | $30.7K | — | Held |
| Hilton Head Capital Partners, LLC | 564 | $29.4K | −$1.5K | Cut−$1.5K |
| NewEdge Advisors, LLC | 16.3K | $26.7K | −$867.1K | Cut−$1.42M |
| Farther Finance Advisors, LLC | 493 | $25.8K | −$1.24K | Cut−$116.4K |
| SYM FINANCIAL Corp | 473 | $24.7K | −$1.26K | Cut−$1.21K |
| Frazier Financial Advisors, LLC | 439 | $22.9K | −$186 | Added$19.1K |
| IFP Advisors, Inc | 405 | $21.1K | −$1.07K | Cut−$1.02K |
| Crewe Advisors LLC | 227 | $11.8K | −$603 | Cut−$603 |
| Essential Partners LLC | 191 | $9.96K | −$508 | Cut−$508 |
| Abound Wealth Management | 108 | $5.65K | — | New |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 38 | $2.01K | −$102 | Cut−$102 |
| Sierra Capital LLC | 21.4K | $1.12K | −$57 | Cut−$57 |
| Cambridge Investment Research Advisors, Inc. | 20.9K | $1.09K | −$55 | Cut−$80 |
| Wiser Advisor Group LLC | 19 | $1.02K | −$49 | Cut−$49 |
| Avion Wealth | 9.78K | $510 | −$26 | Cut−$26 |
| Janney Montgomery Scott LLC | 8.79K | $459 | −$24 | Cut−$42 |
| Fidelity | 7 | $365 | −$19 | Cut−$4.46K |
| Longview Financial Advisors, Inc. | 0 | $47 | — | New |
| Strategic Wealth Partners, Ltd. | 0 | $21 | — | Cut−$7.35K |
| Covestor Ltd | 161 | $8 | −$1 | Added$3 |