| Merit Financial Group, LLC | 243.3K | $6.16M | $85.4K | Added$322.6K |
| OSAIC HOLDINGS, INC. | 240.5K | $6.1M | $105.8K | Cut−$18.2M |
| James Hambro & Partners LLP | 52.3K | $1.32M | $20.1K | Added$20.1K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 44K | $1.12M | $6.98K | Cut−$1.35M |
| Ameritas Advisory Services, LLC | 32.6K | $824.5K | $11.9K | Cut−$1.81K |
| Stewardship Advisors, LLC | 19.8K | $500.2K | $7.03K | Added$19.9K |
| Patriot Financial Group Insurance Agency, LLC | 19.1K | $484.4K | $3.98K | Added$212.4K |
| CORA CAPITAL ADVISORS LLC | 15.7K | $398.1K | $5.67K | Added$10.8K |
| ENVESTNET ASSET MANAGEMENT INC | 15.3K | $387.6K | $5.5K | Added$12.2K |
| Beacon Pointe Advisors, LLC | 15.1K | $382.8K | — | New |
| LexAurum Advisors, LLC | 11.9K | $302.2K | — | Held |
| JANE STREET GROUP, LLC | 10.8K | $273.2K | $3.94K | Cut−$23.1K |
| Advisory Services Network, LLC | 8.47K | $214.3K | — | New |
| COMPASS CAPITAL CORP /MA/ /ADV | 8.21K | $210.7K | — | New |
| Silver Grove Financial Group, Inc. | 2.49K | $63K | $910 | Added$910 |
| WPG Advisers, LLC | 1.75K | $44.2K | $637 | Added$587 |
| ROYAL BANK OF CANADA | 1.73K | $44K | $615 | Cut−$10K |
| Pinnacle Wealth Planning Services, Inc. | 1.71K | $43.4K | $626 | Added$526 |
| MAI Capital Management | 1.63K | $41.3K | — | New |
| JPMORGAN CHASE & CO | 1.35K | $34.3K | — | New |
| Cornerstone National Bank & Trust Co | 785 | $19.9K | $355 | Cut−$122.1K |
| CWM, LLC | 623 | $15.8K | $12.5K | Added$15.7K |
| Rossby Financial, LCC | 536 | $13.6K | — | New |
| Whipplewood Advisors, LLC | 405 | $10.2K | $148 | Added$148 |
| Allworth Financial LP | 314 | $7.94K | $112 | Cut−$2.98K |
| MORGAN STANLEY | 268 | $6.78K | — | New |
| UBS Group AG | 94 | $2.38K | $34 | Cut−$2.68K |
| Farther Finance Advisors, LLC | 93 | $2.36K | — | New |
| IFG Advisory, LLC | 60 | $1.52K | — | New |
| Janney Montgomery Scott LLC | 19.7K | $498 | $7 | Added$46 |
| ASSETMARK, INC | 2 | $51 | $1 | Cut−$622 |