| Simplify Asset Management Inc. | 2.11M | $42.9M | −$650.7K | Added$4.44M |
| WCG Wealth Advisors LLC | 1.87M | $38M | — | New |
| Sowell Financial Services LLC | 1.2M | $24.4M | — | New |
| ENVESTNET ASSET MANAGEMENT INC | 1.2M | $24.4M | −$379.8K | Added$1.89M |
| LPL Financial LLC | 807.7K | $16.4M | −$142.6K | Added$8M |
| WealthPlan Investment Management, LLC | 718.6K | $14.6M | −$90.4K | Added$9.27M |
| AE Wealth Management LLC | 703.7K | $14.3M | −$246.3K | Cut−$1.56M |
| Great Diamond Partners, LLC | 569K | $11.6M | −$168.2K | Added$1.63M |
| Brookwood Investment Group LLC | 468.8K | $9.54M | −$12.8K | Added$8.78M |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 423.1K | $8.61M | −$45.8K | Added$5.9M |
| OSAIC HOLDINGS, INC. | 419.4K | $8.53M | −$147K | Cut−$3.68M |
| Park Edge Advisors, LLC | 410K | $8.34M | −$127.5K | Added$803.7K |
| PRINCIPAL SECURITIES, INC. | 405.2K | $8.25M | −$74.8K | Added$3.82M |
| Elevated Capital Advisors, LLC | 351.5K | $7.15M | −$81.7K | Added$2.32M |
| Financial Enhancement Group LLC | 284.7K | $5.86M | −$51.2K | Cut−$422.9K |
| Envestnet Portfolio Solutions, Inc. | 191.1K | $3.89M | −$62.1K | Added$216.8K |
| Key Capital Management, INC | 186.4K | $3.79M | −$52K | Added$715.9K |
| RiverTree Advisors, LLC | 156.9K | $3.19M | — | New |
| IFS Group,LLC | 139.7K | $2.84M | — | Held |
| HOWARD BAILEY SECURITIES, LLC | 139.5K | $2.84M | −$43.4K | Added$272.7K |
| EVOLUTION WEALTH MANAGEMENT INC. | 136.1K | $2.77M | −$30.4K | Added$969.5K |
| Orion Porfolio Solutions, LLC | 134.2K | $2.73M | −$46.2K | Cut−$638 |
| B.O.S.S. Retirement Advisors, LLC | 112.3K | $2.29M | −$36.1K | Added$150.5K |
| FSA Advisors, Inc. | 97.4K | $1.98M | −$32K | Added$90.4K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 89.3K | $1.82M | −$23.6K | Added$424K |
| JANE STREET GROUP, LLC | 82K | $1.67M | — | New |
| Beacon Capital Management, LLC | 74.9K | $1.52M | −$26.2K | Cut−$762.7K |
| NWAM LLC | 69.7K | $1.42M | −$34.1K | Cut−$34.5K |
| Authentikos Wealth Advisory, LLC | 66.9K | $1.36M | −$23.4K | Cut−$111.7K |
| CreativeOne Wealth, LLC | 66.6K | $1.36M | −$23.3K | Cut−$180.4K |
| GeoWealth Management, LLC | 64K | $1.3M | — | New |
| COMMONWEALTH EQUITY SERVICES, LLC | 59.1K | $1.2M | −$12.4K | Added$468.1K |
| NBC SECURITIES, INC. | 58.5K | $1.19M | −$711 | Added$1.15M |
| Sanctuary Advisors, LLC | 55.7K | $1.13M | −$12K | Added$424.2K |
| Blackston Financial Advisory Group, LLC | 54.8K | $1.11M | −$15.4K | Added$204.6K |
| Financial Partners Group, Inc | 54.3K | $1.11M | −$16.8K | Added$140.8K |
| Advisory Services Network, LLC | 54.3K | $1.1M | −$18.4K | Added$13.6K |
| KG&L Capital Management,LLC | 54.2K | $1.1M | −$17.9K | Added$45K |
| Cetera Investment Advisers | 43.3K | $880.2K | −$15.2K | Cut−$220.4K |
| Networth Advisors, LLC | 42K | $854.5K | −$11.4K | Added$182.5K |
| Citadel | 40.4K | $822.3K | — | New |
| Greykasell Wealth Strategies, Inc. | 40K | $814.9K | −$13.8K | Added$691 |
| IHT Wealth Management, LLC | 36K | $731.9K | −$8.63K | Added$221.7K |
| Bay Rivers Group | 35.9K | $731K | −$9.73K | Added$155.5K |
| Integrated Advisors Network LLC | 33.8K | $687.6K | −$11.8K | Cut−$418.9K |
| J HAGAN CAPITAL, INC. | 30.7K | $625.5K | −$10.8K | Cut−$1.02M |
| Legacy Wealth Managment, LLC/ID | 26.7K | $543.2K | −$8.24K | Added$56.1K |
| WealthPLAN Partners, LLC | 26.4K | $537.7K | −$7.8K | Added$76.2K |
| WINNOW WEALTH LLC | 25.9K | $527.5K | −$16.3K | Added$403 |
| Worth Asset Management, LLC | 25.8K | $525.3K | −$8.64K | Added$14.2K |
| Balance Wealth, LLC | 23.4K | $475.8K | −$8.18K | Cut−$204.3K |
| MML INVESTORS SERVICES, LLC | 23.2K | $472K | −$4.15K | Added$226.1K |
| Mach-1 Financial Group, LLC | 22K | $448.6K | −$7.72K | Cut−$17.7K |
| Cooper Financial Group | 21.8K | $443.7K | −$7.63K | Cut−$7.63K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 21.2K | $432.5K | — | New |
| Aspen Wealth Strategies, LLC | 20.3K | $413.4K | −$5.62K | Added$80.6K |
| Revisor Wealth Management LLC | 19K | $386K | −$7.14K | Cut−$5.8K |
| WealthCare Asset Management, LLC | 18K | $366.4K | — | New |
| MERCER GLOBAL ADVISORS INC /ADV | 17.6K | $358.7K | −$6.19K | Cut−$8.48K |
| Prime Capital Investment Advisors, LLC | 17.2K | $350K | −$6.02K | Cut−$6.02K |
| INDEPENDENT FINANCIAL GROUP, LLC | 16.2K | $330.1K | — | New |
| Andina Capital Management, LLC | 15.9K | $322.6K | −$5.55K | Cut−$387K |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 15.4K | $313.5K | −$5.4K | Cut−$73.1K |
| Secure Asset Management, LLC | 14.8K | $300.6K | — | New |
| Independent Advisor Alliance | 14.1K | $286.5K | — | New |
| Fifth Third Securities, Inc. | 14K | $284.4K | — | New |
| ROYAL BANK OF CANADA | 13.1K | $268K | −$2K | Added$117K |
| Decker Retirement Planning Inc. | 12.2K | $248.4K | −$4.27K | Cut−$20.5K |
| Retirement Planning Group, LLC | 11.6K | $236.8K | — | New |
| Arkadios Wealth Advisors | 10.4K | $212.6K | −$3.39K | Added$11.9K |
| Sigma Planning Corp | 10.1K | $206.4K | −$3.42K | Added$4.88K |
| POM Investment Strategies, LLC | 8.81K | $179.3K | −$3.09K | Cut−$4.84M |
| JPMORGAN CHASE & CO | 6.04K | $122.8K | — | New |
| STANCE CAPITAL LLC | 3.41K | $69.3K | — | New |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2.56K | $52.1K | −$940 | Cut−$859 |
| Farther Finance Advisors, LLC | 1.51K | $30.7K | −$544 | Cut−$158 |
| Strive Financial Group ,LLC | 1.46K | $30K | — | New |
| Steward Partners Investment Advisory, LLC | 953 | $19.4K | −$333 | Cut−$252.8K |
| FIFTH THIRD BANCORP | 725 | $14.8K | — | New |
| NewEdge Advisors, LLC | 14K | $14K | −$276.3K | Cut−$276.3K |
| Stadion Money Management, LLC | 687.6K | $14K | −$14M | Cut−$14M |
| MORGAN STANLEY | 565 | $11.5K | −$202 | Cut−$223 |
| Sound Income Strategies, LLC | 435 | $8.85K | −$178 | Cut−$29.2K |
| Triumph Capital Management | 200 | $4.07K | −$70 | Cut−$70 |
| UBS Group AG | 110 | $2.24K | −$39 | Cut−$16.2K |
| PARK AVENUE SECURITIES LLC | 15.3K | $311 | −$5 | Cut−$9 |
| CENTAURUS FINANCIAL, INC. | 11.8K | $240 | — | New |
| Cambridge Investment Research Advisors, Inc. | 10K | $204 | — | New |
| PIN OAK INVESTMENT ADVISORS INC | 100 | $2 | $0 | Held |