| Orion Porfolio Solutions, LLC | 565.1K | $33.3M | −$40.5K | Cut−$817K |
| GOLDMAN SACHS GROUP INC | 49.3K | $2.91M | −$3.54K | Cut−$8.84M |
| COMMONWEALTH EQUITY SERVICES, LLC | 28.3K | $1.67M | −$2.01K | Added$3.47K |
| Creative Planning | 23.7K | $1.4M | −$1.61K | Added$87.6K |
| LPL Financial LLC | 21.8K | $1.29M | −$1.43K | Added$104.6K |
| Private Advisor Group, LLC | 17.4K | $1.03M | −$1.15K | Added$79.6K |
| BKM Wealth Management, LLC | 16.8K | $992.8K | — | New |
| BANK OF AMERICA CORP /DE/ | 16.6K | $979.9K | −$1.2K | Cut−$73.3K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 13.2K | $779.8K | −$695 | Added$207.2K |
| Strategic Blueprint, LLC | 10.6K | $624.7K | −$451 | Added$240.3K |
| GHP Investment Advisors, Inc. | 8.97K | $529.2K | −$638 | Cut−$30.5K |
| OSAIC HOLDINGS, INC. | 6.71K | $396K | −$497 | Cut−$8.06K |
| ROYAL BANK OF CANADA | 6.5K | $384K | −$435 | Added$374K |
| Integrated Wealth Concepts LLC | 6.05K | $357K | — | New |
| Aries Wealth Management | 5.63K | $331.9K | −$404 | Cut−$404 |
| Cetera Investment Advisers | 4.26K | $251.6K | −$306 | Cut−$30.5K |
| Western Wealth Management, LLC | 1.33K | $78.6K | — | New |
| CWM, LLC | 1.03K | $60.6K | — | New |
| WELLS FARGO & COMPANY/MN | 523 | $30.8K | −$17 | Added$14.1K |
| HARBOUR INVESTMENTS, INC. | 453 | $26.7K | −$33 | Cut−$33 |
| MORGAN STANLEY | 445 | $26.2K | −$32 | Cut−$32 |
| JPMORGAN CHASE & CO | 335 | $19.3K | −$449 | Cut−$449 |
| ASSETMARK, INC | 287 | $16.9K | — | New |
| UBS Group AG | 267 | $15.8K | −$19 | Cut−$19.3K |
| MPWM ADVISORY SOLUTIONS, LLC | 216 | $12.7K | −$16 | Cut−$16 |
| Advisory Services Network, LLC | 209 | $12.3K | — | New |
| Vision Retirement, LLC | 139 | $8.2K | — | New |
| Fidelity | 62 | $3.63K | −$4 | Cut−$4 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 15 | $885 | — | New |
| Cambridge Investment Research Advisors, Inc. | 4.64K | $274 | $0 | Cut−$50 |