| Simplify Asset Management Inc. | 1.7M | $40M | — | New |
| AE Wealth Management LLC | 1.01M | $23.6M | −$201K | Cut−$3.97M |
| LPL Financial LLC | 825.5K | $19.4M | −$130.6K | Added$3.92M |
| ENVESTNET ASSET MANAGEMENT INC | 574.7K | $13.5M | −$37.8K | Added$9.02M |
| Elevated Capital Advisors, LLC | 441.4K | $10.4M | −$88.3K | Cut−$266.3K |
| PRINCIPAL SECURITIES, INC. | 411.5K | $9.67M | −$40.9K | Added$4.83M |
| RiverTree Advisors, LLC | 311.3K | $7.32M | −$62.3K | Cut−$151K |
| VanWeelden Wealth Management, LLC | 304K | $7.15M | — | New |
| Owen LaRue, LLC | 256.1K | $6.02M | −$22.1K | Added$3.4M |
| Key Capital Management, INC | 226.8K | $5.33M | −$38.3K | Added$796.4K |
| Orion Porfolio Solutions, LLC | 214.8K | $5.05M | −$39.5K | Added$366.6K |
| HOWARD BAILEY SECURITIES, LLC | 173.2K | $4.07M | −$31.1K | Added$382.9K |
| Park Edge Advisors, LLC | 140K | $3.29M | −$28K | Cut−$2.05M |
| CAPTRUST FINANCIAL ADVISORS | 139.9K | $3.29M | −$2.51K | Added$2.99M |
| B.O.S.S. Retirement Advisors, LLC | 135.3K | $3.18M | −$25K | Added$212.9K |
| FSA Advisors, Inc. | 120K | $2.82M | −$24K | Cut−$32.8K |
| Fiduciary Alliance LLC | 118K | $2.78M | — | New |
| Encompass More Asset Management | 117.4K | $2.76M | −$22K | Added$148.8K |
| Beacon Capital Management, LLC | 100.5K | $2.36M | −$20.1K | Cut−$1.37M |
| Impact Partnership Wealth, LLC | 100.4K | $2.36M | −$16.1K | Added$454.3K |
| Authentikos Wealth Advisory, LLC | 88.6K | $2.08M | −$17.7K | Cut−$175.9K |
| Reyes Financial Architecture, Inc. | 88K | $2.07M | −$2.04K | Added$1.83M |
| SMART Wealth LLC | 86.4K | $2.03M | — | New |
| WCG Wealth Advisors LLC | 72.6K | $1.71M | −$14.5K | Cut−$733.3K |
| OSAIC HOLDINGS, INC. | 69.8K | $1.64M | −$12.9K | Added$118K |
| Blackston Financial Advisory Group, LLC | 68.5K | $1.61M | −$11.7K | Added$223K |
| LANE BROTHERS & CO INC | 67.2K | $1.58M | −$13.4K | Cut−$13.4K |
| CreativeOne Wealth, LLC | 62.9K | $1.48M | −$12.6K | Cut−$888.5K |
| Alpine Bank Wealth Management | 58.3K | $1.37M | −$6.86K | Added$556.9K |
| Independent Advisor Alliance | 56.9K | $1.34M | −$9.59K | Added$200.8K |
| SteelPeak Wealth, LLC | 53.3K | $1.25M | −$10.7K | Cut−$94K |
| COMPASS CAPITAL CORP /MA/ /ADV | 53K | $1.25M | −$10.3K | Cut−$589K |
| Cambridge Advisors Inc. | 51.1K | $1.2M | −$9.85K | Added$32.3K |
| Networth Advisors, LLC | 50.5K | $1.19M | −$8.24K | Added$209.6K |
| Brookwood Investment Group LLC | 50K | $1.18M | −$6.89K | Added$358K |
| Private Advisor Group, LLC | 44.2K | $1.04M | −$2.7K | Added$718.3K |
| Integrated Advisors Network LLC | 42.8K | $1.01M | −$8.57K | Cut−$411.6K |
| Kestra Advisory Services, LLC | 41.6K | $977.2K | −$8.32K | Cut−$1.61M |
| Redhawk Wealth Advisors, Inc. | 41.3K | $969.6K | −$8.24K | Cut−$198.4K |
| Advisory Services Network, LLC | 38.8K | $913.1K | −$7.77K | Cut−$7.77K |
| TME FINANCIAL, INC. | 38.3K | $900.5K | −$7.66K | Cut−$597.2K |
| Dynamic Advisor Solutions LLC | 37.6K | $882.9K | −$6.4K | Added$123.6K |
| Moors & Cabot, Inc. | 37.2K | $874.4K | −$7.08K | Added$36.7K |
| Soltis Investment Advisors LLC | 36.1K | $848.9K | −$3.9K | Added$385.2K |
| Integrated Wealth Concepts LLC | 34.5K | $811K | — | New |
| Andina Capital Management, LLC | 33.2K | $781K | −$6.64K | Cut−$108.3K |
| Arax Advisory Partners | 32.2K | $757.2K | −$1.36K | Added$597.3K |
| JANE STREET GROUP, LLC | 30.2K | $710.7K | −$3.52K | Added$293.3K |
| Sanctuary Advisors, LLC | 30K | $706K | −$4.27K | Added$200.1K |
| Legacy Wealth Managment, LLC/ID | 24.7K | $579.8K | −$4.23K | Added$78.5K |
| Revisor Wealth Management LLC | 24.4K | $572.6K | −$6.03K | Cut−$43.9K |
| Straight Path Wealth Management | 23.6K | $555.7K | −$4.73K | Cut−$74.3K |
| Newbridge Financial Services Group, Inc. | 23.4K | $549K | −$2.73K | Added$225.6K |
| COMMONWEALTH EQUITY SERVICES, LLC | 23.3K | $547.5K | — | New |
| Patten Group, Inc. | 17K | $399.8K | — | New |
| Mosley Wealth Management | 16.4K | $391.6K | −$19 | Cut−$96.1K |
| WealthCare Asset Management, LLC | 15.7K | $369K | — | New |
| Decker Retirement Planning Inc. | 15.6K | $365.6K | −$3.11K | Cut−$36.9K |
| RFG Advisory, LLC | 14.6K | $344.2K | −$2.93K | Cut−$34.6K |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 14.2K | $333.1K | −$2.83K | Cut−$8.47K |
| Strategic Blueprint, LLC | 13.6K | $320.6K | — | New |
| Koshinski Asset Management, Inc. | 12.2K | $286.3K | −$1.83K | Added$70.3K |
| Sage Capital Advisors,llc | 12.1K | $285.2K | −$2.43K | Cut−$2.43K |
| Advisor OS, LLC | 12.1K | $283.4K | −$1.81K | Added$70.3K |
| WINNOW WEALTH LLC | 11.6K | $271.8K | −$1.04K | Added$221.1K |
| Farther Finance Advisors, LLC | 11K | $258.4K | −$1.76K | Cut−$1.32M |
| Wealthcare Advisory Partners LLC | 10.9K | $256.3K | −$2.17K | Cut−$11.5K |
| POM Investment Strategies, LLC | 10.4K | $244.3K | −$2.09K | Cut−$6.69M |
| LifeWealth Investments, LLC | 9.87K | $231.9K | — | New |
| GFS Advisors, LLC | 8.97K | $210.8K | — | New |
| PNC Financial Services Group, Inc. | 6K | $141K | −$1.2K | Cut−$1.2K |
| Western Wealth Management, LLC | 5.24K | $123.2K | — | New |
| Golden State Wealth Management, LLC | 5.11K | $120.1K | −$1.01K | Cut−$70 |
| CWM, LLC | 4.75K | $111.6K | $45.2K | Added$111.6K |
| NBC SECURITIES, INC. | 3.18K | $74.7K | −$356 | Added$32.4K |
| HOLLENCREST CAPITAL MANAGEMENT | 2.09K | $49.1K | −$418 | Cut−$418 |
| PRIVATE TRUST CO NA | 1.55K | $36.4K | −$310 | Cut−$310 |
| Sound Income Strategies, LLC | 510 | $12K | −$145 | Cut−$38.6K |
| WEDBUSH SECURITIES INC | 297.7K | $7K | −$53 | Added$822 |
| Triumph Capital Management | 275 | $6.46K | −$55 | Cut−$55 |
| MORGAN STANLEY | 252 | $5.94K | −$41 | Cut−$41 |
| HARBOUR INVESTMENTS, INC. | 142 | $3.34K | −$28 | Cut−$28 |
| MATHER GROUP, LLC. | 137 | $3.22K | — | New |
| Cambridge Investment Research Advisors, Inc. | 33.6K | $791 | −$7 | Added$39 |
| HRT FINANCIAL LP | 23K | $539 | −$3 | Added$195 |
| WELLS FARGO & COMPANY/MN | 1 | $20 | −$1 | Cut−$1 |
| ROYAL BANK OF CANADA | 4 | $0 | — | New |