| Beacon Pointe Advisors, LLC | 1.57M | $64.3M | — | New |
| COLDSTREAM CAPITAL MANAGEMENT INC | 614.7K | $25.1M | $866.7K | Added$643.3K |
| Carroll Advisory Group, LLC | 553K | $22.6M | $725.7K | Added$2.29M |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | 420.8K | $17.2M | $593.3K | Added$46.2K |
| SCOTIA CAPITAL INC. | 358.5K | $14.7M | $505.4K | Cut−$861.4K |
| OSAIC HOLDINGS, INC. | 321.7K | $13.2M | $453.7K | Cut−$262K |
| LPL Financial LLC | 254.8K | $10.4M | $359.3K | Added$88.1K |
| Kingsview Wealth Management, LLC | 188.6K | $7.71M | — | New |
| Mariner, LLC | 150.1K | $6.14M | $204.5K | Added$415K |
| RAYMOND JAMES FINANCIAL INC | 120.6K | $4.93M | $103.5K | Added$2.03M |
| BANK OF AMERICA CORP /DE/ | 107.9K | $4.41M | $121.6K | Added$1.01M |
| PACIFIC FINANCIAL GROUP INC | 65.6K | $2.68M | — | New |
| Independent Advisor Alliance | 62.7K | $2.57M | — | New |
| Equitable Holdings, Inc. | 63K | $2.49M | $1 | Added$19K |
| Concurrent Investment Advisors, LLC | 60.2K | $2.46M | $77.6K | Added$287.1K |
| Citadel | 56K | $2.29M | $70.2K | Added$326.9K |
| Nova Wealth Management, Inc. | 45.2K | $1.85M | $19.7K | Added$1.3M |
| Sigma Planning Corp | 32.3K | $1.32M | $45.6K | Added$38.1K |
| ENVESTNET ASSET MANAGEMENT INC | 31K | $1.27M | $8.09K | Added$1.04M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 21K | $865.5K | $9.65K | Cut−$809.2K |
| Belpointe Asset Management LLC | 20.2K | $826.3K | — | New |
| Prime Capital Investment Advisors, LLC | 17.6K | $718K | $24.7K | Cut−$852K |
| Clearstead Advisors, LLC | 15.1K | $617.1K | — | New |
| Focus Partners Wealth | 13.9K | $566.8K | $19.5K | Added$19.5K |
| Cetera Investment Advisers | 13K | $533.3K | $17.7K | Added$38.1K |
| Whitaker-Myers Wealth Managers, LTD. | 13K | $533.1K | $18.4K | Added$18.3K |
| AE Wealth Management LLC | 12.2K | $498.5K | $17.2K | Cut−$64.8K |
| JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC | 11.6K | $472.3K | $16.4K | Cut−$78.7K |
| Clark Capital Management Group, Inc. | 10.4K | $423.9K | $14.6K | Added$14.6K |
| &PARTNERS | 9.65K | $394.5K | $8.18K | Added$165.6K |
| STAR Financial Bank | 8.7K | $355.5K | $12.3K | Cut−$3.35M |
| Ashton Thomas Private Wealth, LLC | 8.46K | $346.1K | $11.9K | Added$11.9K |
| COMMONWEALTH EQUITY SERVICES, LLC | 7.8K | $319K | $10.7K | Added$19.1K |
| Advisory Services Network, LLC | 7.58K | $309.8K | $10.7K | Cut−$60K |
| Private Advisor Group, LLC | 7.44K | $304.4K | $10.5K | Cut−$26.4K |
| Creative Planning | 7.18K | $293.7K | — | New |
| Redwood Financial Network Corp | 6.85K | $280K | $9.64K | Cut−$49.2K |
| Steward Partners Investment Advisory, LLC | 6.26K | $256.2K | $8.83K | Cut−$6.21K |
| Essex Financial Services, Inc. | 5.73K | $234.3K | $8.08K | Added$8.08K |
| Kestra Advisory Services, LLC | 5.61K | $229.2K | $6.53K | Added$46.4K |
| ROYAL BANK OF CANADA | 5.33K | $218K | $5.74K | Added$72K |
| McIlrath & Eck, LLC | 4.15K | $169.7K | $5.85K | Added$5.85K |
| Fidelity | 2.84K | $116.2K | $4.01K | Added$3.3K |
| Rockefeller Capital Management L.P. | 2.43K | $99.4K | $3.43K | Added$3.43K |
| Destiny Wealth Partners, LLC | 2.04K | $83.3K | — | New |
| Sunbelt Securities, Inc. | 1.76K | $72.2K | $2.49K | Added$2.49K |
| Parallel Advisors, LLC | 1.39K | $56.7K | $1.96K | Added$1.96K |
| Aptus Capital Advisors, LLC | 1.3K | $53.3K | $1.84K | Added$1.84K |
| PRIVATE TRUST CO NA | 1.2K | $49.1K | $1.69K | Added$1.69K |
| Glass Jacobson Investment Advisors llc | 688 | $28.1K | — | New |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 445 | $18.2K | $628 | Cut−$3.12K |
| Westend Capital Management, LLC | 315 | $12.9K | $444 | Added$444 |
| Bank of Jackson Hole Trust | 307 | $12.6K | $433 | Added$433 |
| MORGAN STANLEY | 1 | $50 | — | New |
| WELLS FARGO & COMPANY/MN | 0 | $18 | — | Added$11 |