| OSAIC HOLDINGS, INC. | 437.2K | $7.49M | $12K | Added$655.6K |
| Maia Wealth LLC | 274.6K | $4.71M | — | New |
| Arlington Capital Management, Inc. | 161.8K | $2.77M | $4.07K | Added$454.8K |
| Sequent Planning LLC | 146.8K | $2.52M | $4.4K | Cut−$206.3K |
| ENVESTNET ASSET MANAGEMENT INC | 138.4K | $2.37M | $4.15K | Cut−$454.5K |
| Cetera Investment Advisers | 137.8K | $2.36M | $2.95K | Added$676.5K |
| Advisory Services Network, LLC | 98.3K | $1.69M | $2.38K | Added$328.2K |
| Integrated Wealth Concepts LLC | 62.6K | $1.07M | $1.24K | Added$365.8K |
| MML INVESTORS SERVICES, LLC | 46.6K | $798.5K | $1.41K | Cut−$442.1K |
| Sigma Planning Corp | 45.6K | $781.7K | $1.37K | Cut−$21.1K |
| COMMONWEALTH EQUITY SERVICES, LLC | 31.2K | $534.6K | $914 | Added$13K |
| Capital Investment Advisory Services, LLC | 29.6K | $506.7K | $887 | Cut−$16.2K |
| SECURED RETIREMENT ADVISORS, LLC | 29.4K | $503.8K | $859 | Added$14K |
| HARBOUR INVESTMENTS, INC. | 28.3K | $485.5K | $617 | Added$133.6K |
| JANE STREET GROUP, LLC | 22K | $377.5K | — | New |
| Kovack Advisors, Inc. | 20.2K | $350.1K | $3.5K | Added$110.7K |
| BIP Wealth, LLC | 16.1K | $276.6K | $486 | Cut−$80.2K |
| Capital Asset Advisory Services LLC | 13.3K | $233K | −$719 | Cut−$719 |
| COMPASS CAPITAL CORP /MA/ /ADV | 12.3K | $214.1K | −$10.1K | Cut−$22K |
| Csenge Advisory Group | 10.6K | $181.1K | $318 | Cut−$3.21K |
| MORGAN STANLEY | 2.45K | $42K | −$11 | Added$40.2K |
| Noble Wealth Management PBC | 1.45K | $24.9K | $6 | Added$21.4K |
| Financial Network Wealth Advisors LLC | 1.17K | $20K | $30 | Added$2.88K |
| UBS Group AG | 1.11K | $19K | — | New |
| TWIN PEAKS WEALTH ADVISORS, LLC | 942 | $16.2K | — | New |
| JONES FINANCIAL COMPANIES LLLP | 951 | $16K | — | New |
| AE Wealth Management LLC | 747 | $12.8K | $7 | Added$8.8K |
| Park Square Financial Group, LLC | 704 | $12.1K | −$855 | Cut−$19.4K |
| Integrity Financial Corp /WA | 277 | $4.75K | — | New |
| Cambridge Investment Research Advisors, Inc. | 191.3K | $3.28K | $5 | Cut−$629 |
| PARK AVENUE SECURITIES LLC | 30.3K | $520 | $1 | Added$69 |
| Capital Analysts, LLC | 508 | $9 | $0 | Held |