| LPL Financial LLC | 4.36M | $112.1M | −$616.8K | Added$28M |
| Envestnet Portfolio Solutions, Inc. | 3.72M | $95.7M | −$502.8K | Added$27.2M |
| ENVESTNET ASSET MANAGEMENT INC | 2.92M | $75.1M | −$351.4K | Added$27.2M |
| Aspire Private Capital, LLC | 896.6K | $23.1M | −$153.2K | Added$2.17M |
| Hibernia Wealth Partners, LLC | 759.1K | $19.5M | −$137.9K | Added$723.3K |
| Cerity Partners LLC | 619.8K | $15.9M | — | New |
| Raleigh Capital Management Inc. | 519K | $13.3M | −$84.2K | Added$1.86M |
| HighTower Advisors, LLC | 427K | $11M | −$70.2K | Added$1.42M |
| LANDMARK WEALTH MANAGEMENT, INC. | 382.7K | $9.84M | −$56.7K | Added$2.11M |
| NewEdge Advisors, LLC | 698.5K | $4.63M | −$13.5M | Cut−$15.9M |
| AXXCESS WEALTH MANAGEMENT, LLC | 178.6K | $4.59M | −$27.9K | Added$790.9K |
| RAYMOND JAMES FINANCIAL INC | 160.6K | $4.13M | −$26.6K | Added$500.6K |
| Signal Advisors Wealth, LLC | 146.3K | $3.76M | −$17.9K | Added$1.32M |
| MML INVESTORS SERVICES, LLC | 140.1K | $3.6M | −$18.6K | Added$1.06M |
| AE Wealth Management LLC | 133.9K | $3.44M | −$19.2K | Added$822.9K |
| NOVUS ADVISORS, LLC | 125.1K | $3.22M | −$18.6K | Added$684.2K |
| HARBOUR INVESTMENTS, INC. | 121.4K | $3.12M | −$14.6K | Added$1.13M |
| LOCKERMAN FINANCIAL GROUP, INC. | 103.5K | $2.66M | −$13.6K | Added$805K |
| CreativeOne Wealth, LLC | 100.4K | $2.58M | −$13.9K | Added$683K |
| PRINCIPAL SECURITIES, INC. | 94.7K | $2.44M | −$4.24K | Added$1.86M |
| Legacy Wealth Partners, LLC | 92.5K | $2.38M | −$12.2K | Added$711.6K |
| Balboa Wealth Partners | 90.4K | $2.32M | −$13.7K | Added$456.8K |
| International Private Wealth Advisors LLC | 84.8K | $2.18M | −$13.5K | Added$339.7K |
| Sanctuary Advisors, LLC | 59K | $1.52M | −$11.2K | Cut−$1.22M |
| Valtinson Bruner Financial Planning LLC | 58.4K | $1.5M | −$9.67K | Added$186.5K |
| Argent Trust Co | 53.2K | $1.37M | −$10.1K | Cut−$27.3K |
| True Vision MN LLC | 45.4K | $1.17M | −$6.76K | Added$245.6K |
| IAMS WEALTH MANAGEMENT, LLC | 39.1K | $1M | −$7.45K | Cut−$62.8K |
| GeoWealth Management, LLC | 34.7K | $892.9K | −$5.53K | Added$142.3K |
| Global Assets Advisory, LLC | 32K | $817.3K | — | New |
| Global Financial Private Client, LLC | 29.3K | $754K | −$4.13K | Added$190.4K |
| Balefire, LLC | 25.2K | $647.1K | −$4.78K | Cut−$6.02K |
| World Investment Advisors | 23.8K | $613K | −$2.94K | Added$212.2K |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 21.3K | $548.2K | −$3.61K | Added$55.3K |
| WealthPoint Financial, LLC | 21K | $545.4K | $0 | Held |
| Outlook Wealth Advisors, LLC | 19.1K | $490K | −$1.64K | Added$267K |
| Stratos Wealth Partners, LTD. | 17.3K | $446.1K | −$2.47K | Added$108K |
| FSA Advisors, Inc. | 17K | $436.1K | −$2.91K | Added$40.5K |
| Kelly Financial Services LLC | 16.6K | $426.2K | −$2.64K | Added$66.8K |
| Quadcap Wealth Management, LLC | 16.2K | $416.1K | −$3.07K | Cut−$100K |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | 15.6K | $402.4K | −$2.04K | Added$127.7K |
| Independent Advisor Alliance | 15K | $386.5K | −$2.85K | Cut−$38.7K |
| Integrity Wealth Partners, LLC | 14.9K | $383K | — | Held |
| Private Advisor Group, LLC | 13.6K | $351K | −$2.58K | Cut−$96K |
| October Effect Ltd | 12.8K | $329.3K | −$1.52K | Added$122.4K |
| MORGAN STANLEY | 12.1K | $311.3K | −$2.3K | Cut−$78.4K |
| Capital Asset Advisory Services LLC | 12K | $311.2K | — | New |
| Empirical Asset Management, LLC | 11.3K | $289.5K | −$2.03K | Added$14.1K |
| NWAM LLC | 10.9K | $279.9K | −$3.1K | Cut−$3.1K |
| MSH Capital Advisors LLC | 10.8K | $277.2K | −$2.05K | Cut−$2.05K |
| MARIPAU WEALTH MANAGEMENT LLC | 9.27K | $238.5K | −$1.51K | Added$32.4K |
| FWG Investments, LLC. | 8.81K | $226.7K | −$1.64K | Added$4.74K |
| Triumph Capital Management | 8.65K | $222.6K | −$1.2K | Added$58.8K |
| Financial Sense Advisors, Inc. | 8.38K | $215.6K | −$1.59K | Cut−$19.4K |
| Atria Investments, Inc | 8.34K | $214.6K | — | New |
| Richard W. Paul & Associates, LLC | 5.43K | $139.6K | −$464 | Added$76.4K |
| BROWN, LISLE/CUMMINGS, INC. | 2.92K | $75.1K | — | New |
| Western Wealth Management, LLC | 2.48K | $63.9K | — | New |
| RICHARDSON FINANCIAL SERVICES INC. | 2.32K | $59.7K | $27.3K | Added$30.5K |
| Smartleaf Asset Management LLC | 1.94K | $49.6K | −$253 | Added$30.3K |
| Farther Finance Advisors, LLC | 1.85K | $47.5K | −$390 | Added$11.5K |
| CWM, LLC | 1.59K | $40.9K | — | New |
| PRIVATE TRUST CO NA | 1.28K | $33K | −$244 | Cut−$684 |
| OSAIC HOLDINGS, INC. | 1.14K | $29.3K | −$218 | Cut−$189.6K |
| Allworth Financial LP | 615 | $15.8K | −$117 | Cut−$117 |
| PARK AVENUE SECURITIES LLC | 468.8K | $12.1K | −$69 | Added$2.54K |
| Merkkuri Wealth Advisors LLC | 367 | $9.45K | — | New |
| Quest 10 Wealth Builders, Inc. | 309 | $7.95K | −$59 | Cut−$59 |
| Lloyd Advisory Services, LLC. | 162 | $4.17K | — | New |
| Kingdom Financial Group LLC. | 162 | $4.17K | −$20 | Cut−$46 |
| Rossby Financial, LCC | 76 | $1.95K | −$21 | Cut−$21 |
| EVOLUTION WEALTH MANAGEMENT INC. | 72 | $1.85K | −$13 | Cut−$350 |
| REAP Financial Group, LLC | 65 | $1.67K | −$12 | Cut−$12 |
| Frazier Financial Advisors, LLC | 62 | $1.6K | −$1 | Cut−$1 |
| PNC Financial Services Group, Inc. | 50 | $1.29K | — | New |
| Cambridge Investment Research Advisors, Inc. | 19.2K | $494 | −$4 | Added$40 |
| Key Capital Management, INC | 12 | $309 | −$0 | Added$283 |
| Caitlin John, LLC | 12 | $301 | −$1 | Cut−$1 |
| Covestor Ltd | 581 | $15 | −$0 | Added$9 |
| ROYAL BANK OF CANADA | 1 | $0 | −$26 | Cut−$164K |