| WESTWOOD HOLDINGS GROUP INC | 858.5K | $35.5M | $2.43M | Added$2.43M |
| LPL Financial LLC | 519.4K | $21.5M | $1.39M | Added$2.56M |
| Christian Investment Advisors, Inc. | 427.8K | $17.4M | $877K | Added$848.8K |
| CWM, LLC | 106.5K | $4.4M | $4.4M | Added$4.4M |
| BENJAMIN EDWARDS INC | 102.3K | $4.23M | $122.8K | Added$2.56M |
| AMERIPRISE FINANCIAL INC | 101.3K | $4.19M | $294.6K | Cut−$375.5K |
| OneAscent Financial Services LLC | 82.3K | $3.4M | $219.2K | Added$420.2K |
| RAYMOND JAMES FINANCIAL INC | 71.3K | $2.95M | $180K | Added$497.5K |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 71.1K | $2.94M | $201.1K | Cut−$1.21M |
| ENVESTNET ASSET MANAGEMENT INC | 67.5K | $2.79M | $175.1K | Added$406.9K |
| Cetera Investment Advisers | 61.9K | $2.56M | $164.9K | Added$314.6K |
| Turning Point Benefit Group, Inc. | 53.2K | $2.21M | $158K | Cut−$57.6K |
| Inspire Advisors, LLC | 51.6K | $2.13M | $146K | Cut−$1.62M |
| First Heartland Consultants, Inc. | 51.1K | $2.11M | $144.7K | Added$2.85K |
| WorthPointe, LLC | 43.4K | $1.8M | $122.8K | Cut−$882.6K |
| Focus Partners Advisor Solutions, LLC | 43.1K | $1.78M | $81K | Added$682.1K |
| FAMILY WEALTH PARTNERS, LLC | 41.8K | $1.73M | $77.1K | Added$678.5K |
| Atria Investments, Inc | 40K | $1.66M | $113.3K | Cut−$98.3K |
| EverSource Wealth Advisors, LLC | 39.9K | $1.65M | $113K | Cut−$82.8K |
| Bare Financial Services, Inc | 39.6K | $1.64M | $57.3K | Added$858.8K |
| Frontier Asset Management, LLC | 37.4K | $1.55M | $105.9K | Cut−$142.8K |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 36.9K | $1.53M | $79.9K | Added$437.3K |
| Sound Financial Strategies Group, LLC | 35.1K | $1.45M | $82.7K | Added$325K |
| Geneos Wealth Management Inc. | 33.8K | $1.4M | $74.4K | Added$383.8K |
| PNC Financial Services Group, Inc. | 31.6K | $1.31M | $82.2K | Added$188.6K |
| Farther Finance Advisors, LLC | 26.2K | $1.08M | $16.9K | Added$844.2K |
| Independent Advisor Alliance | 25.2K | $1.04M | $24.2K | Added$713.7K |
| IFP Advisors, Inc | 22.7K | $938.6K | $62.5K | Added$87.9K |
| JONES FINANCIAL COMPANIES LLLP | 22.8K | $938.2K | $47.8K | Added$234.6K |
| Kestra Advisory Services, LLC | 20K | $825.6K | $56.5K | Cut−$103.6K |
| UBS Group AG | 19.4K | $801.3K | $54.8K | Cut−$19.6K |
| OneAscent Wealth Management LLC | 18.9K | $783.6K | $53.6K | Cut−$23.2K |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 18.8K | $776.5K | $44.2K | Added$174.1K |
| O'Connor Financial Group LLC | 18.2K | $754.2K | $19.1K | Added$25.8K |
| Allen Capital Group, LLC | 17.9K | $742K | — | New |
| RFG Advisory, LLC | 16.8K | $696K | $41.9K | Added$125.3K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 15.8K | $651.5K | $44.6K | Cut−$105.9K |
| COMMONWEALTH EQUITY SERVICES, LLC | 14.9K | $616.6K | $39.1K | Added$83.9K |
| WIN ADVISORS, INC | 14.8K | $613.3K | $42K | Cut−$144K |
| OSAIC HOLDINGS, INC. | 14.7K | $606K | $41.4K | Cut−$44.1K |
| SUMMIT WEALTH GROUP LLC / CO | 13.4K | $555.8K | $36.1K | Added$64.6K |
| Sigma Planning Corp | 12K | $496.2K | $33.9K | Added$34.1K |
| Merit Financial Group, LLC | 11.2K | $465K | $29.6K | Added$62K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 10.4K | $431K | $13.7K | Added$245.3K |
| GOLDMAN SACHS GROUP INC | 10K | $414.5K | $28.4K | Cut−$1.37M |
| CreativeOne Wealth, LLC | 9.9K | $409.4K | — | New |
| 49 WEALTH MANAGEMENT, LLC | 9.59K | $396.8K | $27.2K | Cut−$327K |
| LaSalle St. Investment Advisors, LLC | 8.86K | $366.4K | $298.2K | Added$366.1K |
| Envestnet Portfolio Solutions, Inc. | 8.8K | $364K | $24.6K | Added$29.5K |
| Golden State Equity Partners | 8.69K | $359.6K | $23.7K | Added$37.1K |
| LifeWealth Investments, LLC | 8.13K | $336.2K | $21.4K | Added$44.9K |
| GTS SECURITIES LLC | 8.07K | $333.6K | $22.8K | Cut−$831.3K |
| IHT Wealth Management, LLC | 7.53K | $311.4K | — | New |
| Strategic Blueprint, LLC | 7.32K | $302.7K | $20.7K | Cut−$2.35K |
| World Investment Advisors | 7.14K | $295.4K | — | New |
| Regal Investment Advisors LLC | 7.11K | $294.2K | $20.1K | Added$20.1K |
| Kovack Advisors, Inc. | 6.25K | $257.9K | $16.4K | Added$28.8K |
| VERUS CAPITAL PARTNERS, LLC | 6.16K | $254.8K | $17.4K | Cut−$219.9K |
| ROYAL BANK OF CANADA | 6.11K | $252K | $11.9K | Added$76K |
| KAVAR CAPITAL PARTNERS GROUP, LLC | 5.84K | $241.6K | $14.7K | Added$41.6K |
| Citadel | 5.44K | $225K | — | New |
| INDEPENDENT FINANCIAL GROUP, LLC | 5.4K | $223.3K | — | New |
| Black Diamond Financial, LLC | 5.27K | $218K | — | New |
| MERCER GLOBAL ADVISORS INC /ADV | 5.24K | $216.7K | $14.8K | Added$15.2K |
| Kingsview Wealth Management, LLC | 4.98K | $206.1K | — | New |
| BIP Wealth, LLC | 4.89K | $202.2K | — | New |
| Nemes Rush Group LLC | 3.73K | $154.1K | $10.5K | Added$10.5K |
| N.E.W. Advisory Services LLC | 3.28K | $135.6K | $9.28K | Added$1.96K |
| Rockefeller Capital Management L.P. | 2.81K | $116.2K | $2.94K | Added$76.2K |
| MORGAN STANLEY | 2.45K | $101.3K | −$8 | Added$101.3K |
| Arax Advisory Partners | 1.46K | $60.4K | $4.13K | Added$4.13K |
| HARBOUR INVESTMENTS, INC. | 1.41K | $58.2K | $3.98K | Added$3.44K |
| Bank of New Hampshire | 1.3K | $53.8K | $3.68K | Added$3.68K |
| Fidelity | 1.21K | $50K | $1.55K | Added$28.7K |
| Advisory Services Network, LLC | 1.05K | $43.3K | — | New |
| CoreCap Advisors, LLC | 999 | $41.3K | — | New |
| MAI Capital Management | 987 | $40.8K | $2.26K | Added$10K |
| SHP Wealth Management | 922 | $38.1K | $2.61K | Added$2.61K |
| PARK NATIONAL CORP /OH/ | 670 | $27.7K | — | New |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 650 | $26.9K | $1.84K | Added$1.84K |
| FIFTH THIRD BANCORP | 541 | $22.4K | — | New |
| Smartleaf Asset Management LLC | 485 | $19.9K | $1.09K | Added$1.09K |
| JPMORGAN CHASE & CO | 481 | $19.8K | $604 | Added$10.8K |
| IFG Advisory, LLC | 331 | $13.7K | — | New |
| ASSETMARK, INC | 161 | $6.66K | $329 | Added$2.19K |
| Cambridge Investment Research Advisors, Inc. | 145.5K | $6.02K | $411 | Added$153 |
| Blue Trust, Inc. | 136 | $5.63K | $340 | Added$1.29K |
| Ameritas Investment Partners, Inc. | 75 | $3.11K | $213 | Added$213 |
| Janney Montgomery Scott LLC | 8.17K | $338 | $23 | Added$23 |
| Betterment LLC | 5.57K | $231 | — | New |
| WELLS FARGO & COMPANY/MN | 1 | $26 | — | Added$13 |
| First PREMIER Bank | 250 | $10 | $0 | Held |