| CWM, LLC | 629.6K | $19.8M | $19M | Added$19.8M |
| LPL Financial LLC | 562.6K | $17.7M | −$252.6K | Added$3M |
| Private Advisor Group, LLC | 537.2K | $16.9M | −$295.3K | Cut−$19M |
| WealthPlan Investment Management, LLC | 371.9K | $11.7M | −$204.5K | Cut−$6.18M |
| Leo Wealth, LLC | 333.9K | $10.5M | −$182.5K | Cut−$107.7K |
| ARQ WEALTH ADVISORS, LLC | 302.5K | $9.53M | −$150.2K | Added$776.3K |
| Orion Porfolio Solutions, LLC | 289.7K | $9.13M | — | New |
| Kovack Advisors, Inc. | 231.4K | $7.35M | −$60.3K | Added$1.05M |
| WealthPLAN Partners, LLC | 227.2K | $7.16M | −$124.9K | Cut−$2.61M |
| Rockefeller Capital Management L.P. | 223.6K | $7.04M | −$32.5K | Added$5.15M |
| Independent Wealth Advisors LLC | 185.8K | $5.85M | −$96.7K | Added$220K |
| TSG Advice Partners, LLC | 185.7K | $5.85M | — | New |
| HighTower Advisors, LLC | 180.1K | $5.67M | −$94.7K | Added$154.8K |
| Meridian Wealth Management, LLC | 154.6K | $4.87M | −$73.6K | Added$581K |
| Financial Enhancement Group LLC | 136.6K | $4.47M | $69.2K | Added$345.3K |
| OSAIC HOLDINGS, INC. | 140.5K | $4.43M | −$66.6K | Added$541K |
| ENVESTNET ASSET MANAGEMENT INC | 135.1K | $4.25M | −$74.3K | Cut−$467.4K |
| Peterson Wealth Advisors, LLC | 117.1K | $3.69M | −$64.4K | Cut−$417.9K |
| OneDigital Investment Advisors LLC | 113K | $3.56M | −$46.3K | Added$862.5K |
| MML INVESTORS SERVICES, LLC | 109.8K | $3.46M | −$60.4K | Cut−$549.3K |
| HARMONY ASSET MANAGEMENT LLC | 108.9K | $3.43M | −$58.6K | Added$16.2K |
| VICTORY FINANCIAL GROUP, LLC | 107.6K | $3.39M | −$59.2K | Cut−$78.3K |
| Sowell Financial Services LLC | 106.3K | $3.35M | −$49.6K | Added$460.1K |
| Sound Financial Strategies Group, LLC | 100.7K | $3.17M | −$55.4K | Cut−$55.4K |
| UBS Group AG | 100.7K | $3.17M | −$55.4K | Cut−$440.8K |
| SMITH, MOORE & CO. | 99.7K | $3.14M | −$54.9K | Cut−$275.6K |
| Dynamic Advisor Solutions LLC | 92.5K | $2.91M | −$50.9K | Cut−$184.7K |
| Ameritas Advisory Services, LLC | 90.5K | $2.85M | −$49.8K | Cut−$1.22M |
| Encompass More Asset Management | 90.5K | $2.85M | −$13.1K | Added$2.09M |
| Steward Partners Investment Advisory, LLC | 90K | $2.83M | −$49.5K | Cut−$327.3K |
| EVOLUTION WEALTH MANAGEMENT INC. | 74.7K | $2.35M | −$35.3K | Added$295.7K |
| Parallel Advisors, LLC | 64.5K | $2.03M | −$35.5K | Cut−$803.6K |
| Stratos Wealth Advisors, LLC | 64.5K | $2.03M | −$34.5K | Added$20K |
| CAPTRUST FINANCIAL ADVISORS | 48K | $1.5M | −$35.5K | Cut−$59.4K |
| Equitable Holdings, Inc. | 45.1K | $1.45M | $1 | Cut−$874.9K |
| Smartleaf Asset Management LLC | 45.7K | $1.41M | −$50.2K | Added$136.4K |
| CreativeOne Wealth, LLC | 43.8K | $1.38M | −$19.4K | Added$249.8K |
| JPMORGAN CHASE & CO | 40K | $1.23M | −$43.8K | Added$34.8K |
| STEPHENS INC /AR/ | 37.3K | $1.18M | −$20.5K | Cut−$5.5M |
| Cambridge Advisors Inc. | 32.5K | $1.02M | −$17.9K | Cut−$17.9K |
| BFI Wealth Solutions, LLC | 31K | $974.2K | −$20.2K | Cut−$143.9K |
| Bay Rivers Group | 27.5K | $865.9K | −$10.9K | Added$232.6K |
| Cetera Investment Advisers | 22.4K | $705.6K | −$12.3K | Cut−$46.4K |
| BLUE JEAN FINANCIAL LLC | 19.1K | $602K | −$8.71K | Added$94.6K |
| OLD MISSION CAPITAL LLC | 19.1K | $600.7K | −$7.11K | Added$186.6K |
| JANE STREET GROUP, LLC | 18.4K | $580.3K | — | New |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 14.3K | $449K | — | New |
| MIDDLETON & CO INC/MA | 13K | $410.3K | −$7.16K | Cut−$7.16K |
| Western Wealth Management, LLC | 12.6K | $396.9K | −$6.91K | Cut−$13.1K |
| Heck Capital Advisors, LLC | 12.3K | $387.4K | — | New |
| First Heartland Consultants, Inc. | 11.9K | $375.2K | — | New |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 11.3K | $370.7K | — | New |
| Atria Investments, Inc | 11.3K | $354.7K | — | New |
| Brookwood Investment Group LLC | 11K | $347.8K | −$6.03K | Cut−$4.39K |
| ROYAL BANK OF CANADA | 10.8K | $342K | −$4.89K | Added$81K |
| ATX Financial Planning, LLC | 10.7K | $336.7K | −$5.89K | Cut−$1.1M |
| Proficio Capital Partners LLC | 10.5K | $329.8K | −$5.76K | Cut−$5.76K |
| Advyzon Investment Management, LLC | 10.2K | $320.3K | −$5.3K | Added$12.8K |
| Indivisible Partners | 9.73K | $306.4K | — | New |
| COMMONWEALTH EQUITY SERVICES, LLC | 9.32K | $293.5K | −$5.13K | Cut−$136.1K |
| Independence Wealth Advisors, LLC | 9.26K | $291.6K | −$5.09K | Cut−$5.09K |
| AE Wealth Management LLC | 8.23K | $259.2K | −$3.27K | Added$69.1K |
| MORGAN STANLEY | 8.15K | $256.9K | −$4.48K | Cut−$4.48K |
| Plan Group Financial, LLC | 7.85K | $247.3K | −$4.33K | Cut−$3.51K |
| Chatterton & Associates Inc. | 6.92K | $220.7K | −$899 | Cut−$899 |
| Golden State Wealth Management, LLC | 4.24K | $133.7K | −$2.31K | Cut−$90.2K |
| NBC SECURITIES, INC. | 3.73K | $117.6K | −$2.06K | Cut−$75.6K |
| CGC Financial Services, LLC | 3.12K | $98.1K | −$1.71K | Cut−$1.71K |
| Reyes Financial Architecture, Inc. | 2.86K | $90.2K | −$1.56K | Cut−$1.28K |
| Longview Financial Advisors LLC | 2.42K | $76.3K | −$1.33K | Cut−$1.33K |
| Sunrise Financial Services, LLC | 1.75K | $55K | −$959 | Cut−$7.27K |
| US BANCORP \DE\ | 1.34K | $42.2K | −$737 | Cut−$737 |
| HARBOUR INVESTMENTS, INC. | 995 | $31.3K | −$547 | Cut−$547 |
| Farther Finance Advisors, LLC | 923 | $29K | — | New |
| ASSETMARK, INC | 628 | $19.8K | −$345 | Cut−$345 |
| NATIONAL BANK OF CANADA /FI/ | 504 | $15.7K | −$413 | Cut−$413 |
| Sound Income Strategies, LLC | 286 | $8.97K | — | New |
| FIFTH THIRD BANCORP | 210 | $6.62K | — | New |
| WELLS FARGO & COMPANY/MN | 149 | $4.69K | −$82 | Cut−$16.1K |
| Security National Bank | 111 | $3.5K | — | New |
| Vision Retirement, LLC | 65 | $2.05K | — | New |
| Advisory Services Network, LLC | 53 | $1.68K | — | New |
| Cambridge Investment Research Advisors, Inc. | 25.2K | $792 | −$14 | Cut−$121 |
| DHJJ Financial Advisors, Ltd. | 20 | $630 | −$11 | Cut−$11 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 19 | $598 | — | New |
| Betterment LLC | 9.21K | $290 | −$6 | Cut−$9 |
| Larson Financial Group LLC | 1 | $16 | −$16 | Cut−$14.4K |