| AE Wealth Management LLC | 512K | $15M | $826K | Added$3.9M |
| BNP PARIBAS FINANCIAL MARKETS | 426.7K | $12.5M | $507.6K | Added$5.67M |
| BANK OF AMERICA CORP /DE/ | 276K | $8.07M | $103.6K | Added$6.68M |
| Elevated Capital Advisors, LLC | 243.9K | $7.13M | — | New |
| CITIGROUP INC | 177.6K | $5.19M | $198.2K | Added$2.54M |
| PRINCIPAL SECURITIES, INC. | 146.1K | $4.27M | — | New |
| Key Capital Management, INC | 135.5K | $3.96M | $163K | Added$1.78M |
| Encompass More Asset Management | 130K | $3.8M | $54.3K | Added$3.07M |
| Park Edge Advisors, LLC | 128.4K | $3.75M | $158K | Added$1.64M |
| CreativeOne Wealth, LLC | 111.4K | $3.26M | $101K | Added$1.9M |
| HOWARD BAILEY SECURITIES, LLC | 103.5K | $3.03M | $129.9K | Added$1.29M |
| B.O.S.S. Retirement Advisors, LLC | 79.8K | $2.33M | $103.9K | Added$940.3K |
| ENVESTNET ASSET MANAGEMENT INC | 77.2K | $2.26M | — | New |
| Pekin Hardy Strauss, Inc. | 74.8K | $2.19M | $79.5K | Added$1.12M |
| FSA Advisors, Inc. | 70.4K | $2.06M | $98.4K | Added$740K |
| Beacon Capital Management, LLC | 56K | $1.64M | $113.7K | Added$3.34K |
| Authentikos Wealth Advisory, LLC | 51.9K | $1.52M | $79.8K | Added$448.3K |
| Blackston Financial Advisory Group, LLC | 40.9K | $1.2M | $50K | Added$526.3K |
| MATHER GROUP, LLC. | 37.4K | $1.09M | — | New |
| Networth Advisors, LLC | 30.1K | $879.8K | $35.2K | Added$408K |
| CWM, LLC | 19.9K | $581.6K | $242.2K | Added$581.4K |
| Belpointe Asset Management LLC | 19.3K | $562.9K | — | New |
| WealthCare Asset Management, LLC | 13.2K | $384.7K | — | New |
| Altiora Financial Group, LLC | 13.1K | $382.4K | — | New |
| Decker Retirement Planning Inc. | 8.95K | $261.7K | $14.1K | Added$73K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 7.82K | $228.5K | $15.5K | Added$20.5K |
| POM Investment Strategies, LLC | 6.2K | $181.4K | $12.6K | Cut−$3.09M |
| NBC SECURITIES, INC. | 2.55K | $74.5K | — | New |
| Sound Income Strategies, LLC | 315 | $9.42K | $697 | Cut−$16.2K |
| Realta Investment Advisors | 45 | $1.32K | — | New |
| Summit Global Investments | 11K | $320 | — | New |