| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 1.82M | $38.9M | — | New |
| ENVESTNET ASSET MANAGEMENT INC | 1.5M | $31.9M | −$1.27M | Added$1.44M |
| AE Wealth Management LLC | 1.26M | $27M | −$1.13M | Cut−$118.5K |
| Altiora Financial Group, LLC | 899K | $19.2M | −$836K | Cut−$4.74M |
| Park Edge Advisors, LLC | 755.9K | $16.1M | −$700.4K | Cut−$639.6K |
| Insight Wealth Strategies, LLC | 680.1K | $14.5M | −$601.9K | Added$99.4K |
| LPL Financial LLC | 586.7K | $12.5M | −$545.6K | Cut−$3.63M |
| DRIVE WEALTH MANAGEMENT, LLC | 396.5K | $8.46M | −$346.2K | Added$171.5K |
| PRINCIPAL SECURITIES, INC. | 378.4K | $8.07M | −$210.6K | Added$3.03M |
| NewEdge Wealth, LLC | 368.2K | $7.86M | −$313.8K | Added$342.8K |
| Orion Porfolio Solutions, LLC | 333.4K | $7.12M | −$296.2K | Added$22.3K |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 316.3K | $6.75M | −$91.7K | Added$4.55M |
| Meridian Wealth Management, LLC | 308.4K | $6.58M | −$286.8K | Cut−$527.2K |
| Prime Capital Investment Advisors, LLC | 305.4K | $6.52M | −$269.1K | Added$74.6K |
| FLAGSHIP HARBOR ADVISORS, LLC | 286.3K | $6.11M | −$234.4K | Added$497K |
| OSAIC HOLDINGS, INC. | 243.1K | $5.19M | −$226.1K | Cut−$1.03M |
| Envestnet Portfolio Solutions, Inc. | 241.8K | $5.16M | −$206.1K | Added$224.2K |
| Mid-American Wealth Advisory Group, Inc. | 210.4K | $4.69M | $0 | Held |
| Security National Bank | 218.4K | $4.66M | −$185.2K | Added$226.2K |
| ADAPT WEALTH ADVISORS, LLC | 214.2K | $4.57M | −$199.2K | Cut−$515.2K |
| Focus Partners Wealth | 196.1K | $4.19M | −$174.3K | Added$12K |
| COMMONWEALTH EQUITY SERVICES, LLC | 189.4K | $4.04M | −$176.2K | Cut−$4.57M |
| WCG Wealth Advisors LLC | 173.2K | $3.7M | −$143.4K | Added$262.9K |
| Soltis Investment Advisors LLC | 172K | $3.67M | −$143.7K | Added$228.4K |
| Steward Partners Investment Advisory, LLC | 142.9K | $3.05M | −$132.9K | Cut−$1.99M |
| Fifth Third Securities, Inc. | 130.4K | $2.78M | −$107.4K | Added$210.4K |
| Kingsview Wealth Management, LLC | 124.7K | $2.66M | −$99.5K | Added$277.2K |
| Pekin Hardy Strauss, Inc. | 119.7K | $2.55M | −$111.3K | Cut−$546.1K |
| Citadel | 107.6K | $2.3M | −$100.1K | Cut−$462.3K |
| Independent Wealth Advisors LLC | 102.4K | $2.19M | −$95.2K | Cut−$172.2K |
| GOLDMAN SACHS GROUP INC | 100.3K | $2.14M | — | New |
| Centennial Wealth Advisory LLC | 98.1K | $2.09M | −$84.1K | Added$80.3K |
| Almanack Investment Partners, LLC. | 87K | $1.86M | −$17.8K | Added$1.43M |
| SILVER OAK SECURITIES, INCORPORATED | 63K | $1.34M | −$54.4K | Added$68.1K |
| STEPHENS INC /AR/ | 60.6K | $1.29M | −$56.3K | Cut−$131.5K |
| Advisory Services Network, LLC | 59.3K | $1.27M | −$51.1K | Added$41K |
| RFG Advisory, LLC | 57.2K | $1.22M | −$53.2K | Cut−$321.4K |
| Summit Financial, LLC | 52.5K | $1.12M | −$48.8K | Cut−$1.96M |
| Private Advisor Group, LLC | 50.2K | $1.07M | −$46.7K | Cut−$460.8K |
| TD Waterhouse Canada Inc. | 48.6K | $1.04M | −$26.8K | Added$362.2K |
| CIBC WORLD MARKET INC. | 46.1K | $983.8K | −$42.9K | Cut−$271.7K |
| MML INVESTORS SERVICES, LLC | 43.1K | $919.4K | −$40.1K | Cut−$48.8K |
| Retirement Planning Group, LLC | 41.2K | $878.7K | −$38.3K | Cut−$37.1K |
| NewEdge Advisors, LLC | 194.9K | $861.4K | −$3.48M | Cut−$4.22M |
| CreativeOne Wealth, LLC | 31.9K | $680.9K | −$25.6K | Added$68.2K |
| Belpointe Asset Management LLC | 31.5K | $672.4K | −$10.2K | Added$428.4K |
| Cooper Financial Group | 30K | $640.7K | −$27.9K | Cut−$27.9K |
| Advisor Resource Council | 29.3K | $625.5K | −$21.2K | Added$16.9K |
| Ankerstar Wealth, LLC | 27.8K | $592.6K | −$25.8K | Cut−$1.98M |
| Worth Asset Management, LLC | 26.5K | $564.6K | −$24.6K | Cut−$467K |
| MATHER GROUP, LLC. | 21.6K | $460.5K | — | New |
| Fortis Capital Advisors, LLC | 20.1K | $429.1K | — | New |
| LaSalle St. Investment Advisors, LLC | 19K | $405.7K | $405.3K | Added$405.3K |
| Kestra Advisory Services, LLC | 18.3K | $391.4K | −$16.3K | Added$1.44K |
| WealthCare Asset Management, LLC | 16.8K | $358.5K | — | New |
| Trajan Wealth LLC | 14.6K | $311.2K | −$13.6K | Cut−$37.9K |
| Heck Capital Advisors, LLC | 14.2K | $302.5K | −$12.1K | Added$13.5K |
| GFS Advisors, LLC | 12.1K | $258.7K | −$10.1K | Added$16.6K |
| MBA Advisors LLC | 11.5K | $246.4K | −$10.5K | Cut−$5.51K |
| HighTower Advisors, LLC | 11.4K | $243.3K | — | New |
| BayBridge Capital Group, LLC | 10.2K | $227.5K | $0 | Held |
| Triumph Capital Management | 9.87K | $210.6K | −$9.07K | Cut−$6.73K |
| Cetera Investment Advisers | 9.56K | $204K | −$8.89K | Cut−$655.2K |
| CWM, LLC | 9.11K | $194.3K | $115.3K | Added$194.2K |
| PNC Financial Services Group, Inc. | 8.1K | $172.9K | −$7.53K | Cut−$7.53K |
| Realta Investment Advisors | 8.08K | $172.4K | — | New |
| NBC SECURITIES, INC. | 3.61K | $77K | −$1.75K | Added$35.1K |
| Western Wealth Management, LLC | 2.91K | $62.2K | — | New |
| UBS Group AG | 1.7K | $36.2K | −$130 | Added$33.1K |
| Golden State Equity Partners | 670 | $14.3K | — | New |
| WELLS FARGO & COMPANY/MN | 553 | $11.8K | −$511 | Cut−$14.8K |
| Global Trust Asset Management, LLC | 500 | $10.7K | — | New |
| STANCE CAPITAL LLC | 454 | $9.69K | — | New |
| Signature Equity Partners, LLC | 281 | $6K | — | New |
| Clearstead Advisors, LLC | 275 | $5.87K | −$255 | Cut−$32.1K |
| SlateStone Wealth, LLC | 233.4K | $4.98K | −$181 | Added$647 |
| ASSETMARK, INC | 114 | $2.43K | — | New |
| MORGAN STANLEY | 94 | $2.02K | −$8 | Added$1.97K |
| Quest 10 Wealth Builders, Inc. | 74 | $1.58K | −$69 | Cut−$69 |
| Geneos Wealth Management Inc. | 73 | $1.55K | −$78 | Cut−$35 |
| Janney Montgomery Scott LLC | 71.9K | $1.53K | −$10 | Added$1.3K |
| Elevated Capital Advisors, LLC | 40 | $860 | −$31 | Cut−$2.59K |
| HARBOUR INVESTMENTS, INC. | 25 | $534 | — | New |
| Cambridge Investment Research Advisors, Inc. | 24.2K | $516 | −$20 | Added$31 |
| PARK AVENUE SECURITIES LLC | 21.1K | $451 | — | New |
| Farther Finance Advisors, LLC | 21 | $450 | −$18 | Cut−$18 |
| Larson Financial Group LLC | 0 | $9 | — | Held |
| HANTZ FINANCIAL SERVICES, INC. | 212 | $5 | — | New |