| LPL Financial LLC | 2.82M | $105.1M | −$1.09M | Added$22.2K |
| Wagner Wealth Management, LLC | 661K | $24.6M | −$252.1K | Added$285.6K |
| Arkadios Wealth Advisors | 656.1K | $24.4M | — | New |
| RAYMOND JAMES FINANCIAL INC | 590.6K | $22M | −$183.2K | Added$4.31M |
| ASSETMARK, INC | 449.5K | $16.7M | −$173.9K | Cut−$40.6K |
| Bank of New York Mellon Corp | 313.1K | $11.6M | −$122.1K | Cut−$306.2K |
| ALLIANCEBERNSTEIN L.P. | 295.9K | $11.1M | −$0 | Added$169.7K |
| ENVESTNET ASSET MANAGEMENT INC | 266.5K | $9.91M | −$93.9K | Added$861.1K |
| Anderson Financial Strategies, LLC | 243.7K | $9.1M | −$58.7K | Added$266.5K |
| IHT Wealth Management, LLC | 151.7K | $5.64M | −$56.1K | Added$240.1K |
| Advisory Resource Group | 130.9K | $4.87M | −$50.1K | Added$40.3K |
| Stratos Wealth Partners, LTD. | 129.8K | $4.83M | −$39.1K | Added$1.06M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 117K | $4.33M | −$84.4K | Cut−$1.05M |
| OSAIC HOLDINGS, INC. | 88.3K | $3.28M | −$31.2K | Added$342.8K |
| Western Wealth Management, LLC | 69.1K | $2.57M | −$9.61K | Added$1.65M |
| UBS Group AG | 51.1K | $1.9M | −$13.8K | Added$564.4K |
| Fjell Capital, LLC | 49.4K | $1.84M | −$18.5K | Added$58.4K |
| SageGuard Financial Group, LLC | 38.8K | $1.44M | — | New |
| TRUIST FINANCIAL CORP | 33.7K | $1.25M | −$11.2K | Added$177.2K |
| Kingsview Wealth Management, LLC | 31.7K | $1.18M | −$7.38K | Added$467.2K |
| Kestra Advisory Services, LLC | 31.1K | $1.16M | −$11.3K | Added$65.8K |
| VICTORY FINANCIAL GROUP, LLC | 25.6K | $953.9K | −$9.99K | Cut−$87K |
| Independent Advisor Alliance | 25.6K | $952.4K | — | New |
| Platform Technology Partners | 24.4K | $908.9K | −$9.53K | Cut−$226.7K |
| BETO FINANCIAL GROUP, LLC | 19.8K | $740.6K | −$4.04K | Added$316.7K |
| Mariner, LLC | 19.5K | $725.9K | −$6.9K | Added$60.5K |
| RHODES INVESTMENT ADVISORS INC /ADV | 18.7K | $696.4K | −$7.3K | Cut−$43.3K |
| MML INVESTORS SERVICES, LLC | 18.4K | $683.3K | −$7.11K | Cut−$4.85K |
| Sanctuary Advisors, LLC | 14.9K | $555.6K | −$5.81K | Cut−$16.2K |
| CAPTRUST FINANCIAL ADVISORS | 12.1K | $451K | −$4.73K | Cut−$4.73K |
| Redwood Financial Network Corp | 11.4K | $425.4K | −$4.46K | Cut−$4.46K |
| FIFTH THIRD BANCORP | 8.17K | $304K | — | New |
| M.E. ALLISON & CO., INC. | 8K | $297.5K | −$3.12K | Cut−$3.12K |
| PRIVATE TRUST CO NA | 7.57K | $281.6K | −$2.46K | Added$44.6K |
| Sage Advisory Services, Ltd.Co. | 7.43K | $277K | −$2.45K | Added$5K |
| Perigon Wealth Management, LLC | 6.39K | $237.6K | −$2.49K | Cut−$10K |
| Private Advisor Group, LLC | 6.34K | $235.7K | −$2.38K | Added$6.58K |
| RETIREMENT PLANNING GROUP, LLC / NY | 6.06K | $225.2K | −$3.94K | Cut−$62.1K |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 5.48K | $202.5K | −$3.44K | Cut−$3.44K |
| Steward Partners Investment Advisory, LLC | 2.85K | $105.9K | −$1.11K | Cut−$4.61K |
| CWM, LLC | 2.75K | $102.4K | $98K | Added$102.3K |
| BITTERROOT CAPITAL ADVISORS LLC | 2.74K | $101.8K | −$1.04K | Added$743 |
| Allworth Financial LP | 2.52K | $93.6K | −$208 | Added$73.6K |
| MORGAN STANLEY | 1.99K | $74.1K | −$777 | Cut−$777 |
| PNC Financial Services Group, Inc. | 1.65K | $61.2K | −$641 | Cut−$4.55K |
| WELLS FARGO & COMPANY/MN | 628 | $23.4K | −$245 | Cut−$245 |
| Parallel Advisors, LLC | 211 | $7.85K | — | New |
| N.E.W. Advisory Services LLC | 189 | $7.04K | −$65 | Cut−$14.5K |
| Rossby Financial, LCC | 136 | $5.04K | −$59 | Added$941 |
| Golden State Equity Partners | 126 | $4.68K | — | New |
| Signature Equity Partners, LLC | 91 | $3.38K | −$50 | Added$24 |
| VANGUARD ADVISERS INC | 68 | $2.53K | — | Held |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 35 | $1.3K | −$1 | Added$1.19K |
| EverSource Wealth Advisors, LLC | 32 | $1.2K | $7 | Cut−$365 |
| Pinnacle Wealth Planning Services, Inc. | 28 | $1.05K | −$11 | Cut−$11 |
| Cambridge Investment Research Advisors, Inc. | 11.7K | $435 | −$4 | Cut−$13 |