| CREATIVE FINANCIAL DESIGNS INC /ADV | 778.8K | $28.1M | $814K | Added$7.31M |
| O'Connor Financial Group LLC | 332.8K | $12M | −$63.2K | Cut−$326.8K |
| CWM, LLC | 203.4K | $7.33M | $7.32M | Added$7.32M |
| Sound Financial Strategies Group, LLC | 177.3K | $6.39M | $146.3K | Added$2.66M |
| BENJAMIN EDWARDS INC | 130K | $4.69M | $59.9K | Added$3.16M |
| LVZ, Inc. | 129.9K | $4.68M | $116K | Added$1.72M |
| LPL Financial LLC | 125.4K | $4.52M | $151.1K | Added$664.1K |
| XY Planning Network, Inc. | 117.7K | $4.3M | $194.7K | Added$586.3K |
| AMERIPRISE FINANCIAL INC | 118.7K | $4.28M | — | New |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 112K | $4.04M | $140.7K | Added$448.6K |
| JONES FINANCIAL COMPANIES LLLP | 115.2K | $4.02M | $15.2K | Added$1.91M |
| Kestra Advisory Services, LLC | 102.4K | $3.69M | $115.9K | Added$733.7K |
| Focus Partners Advisor Solutions, LLC | 70.9K | $2.55M | $64.1K | Added$918.9K |
| FAMILY WEALTH PARTNERS, LLC | 70.6K | $2.54M | $63.8K | Added$918.8K |
| JANE STREET GROUP, LLC | 61.8K | $2.23M | $84K | Cut−$7.51M |
| Sound Stewardship, LLC | 56.7K | $2.04M | $76.3K | Added$97.7K |
| EverSource Wealth Advisors, LLC | 54.7K | $1.97M | $74.4K | Cut−$161.3K |
| Turning Point Benefit Group, Inc. | 44.5K | $1.62M | $81.7K | Cut−$1.16M |
| Cetera Investment Advisers | 44.7K | $1.61M | $60.8K | Added$34.1K |
| WorthPointe, LLC | 41.5K | $1.5M | $56.5K | Cut−$531.4K |
| Geneos Wealth Management Inc. | 40.8K | $1.47M | $55.5K | Cut−$530.9K |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 30.8K | $1.11M | $35.7K | Added$199.3K |
| UBS Group AG | 29K | $1.05M | $39.4K | Added$31.9K |
| HARBOUR INVESTMENTS, INC. | 23.1K | $830K | $10.9K | Added$542.9K |
| Christian Investment Advisors, Inc. | 22.7K | $827K | $39.5K | Cut−$26.2K |
| First Heartland Consultants, Inc. | 20.7K | $745.7K | $24.7K | Added$115K |
| IFP Advisors, Inc | 20.6K | $743.3K | $27.8K | Added$34.1K |
| Citadel | 20.4K | $735.3K | — | New |
| JPMORGAN CHASE & CO | 20.9K | $729K | $5.22K | Cut−$46.1K |
| Ridgeline Wealth, LLC | 20.2K | $728K | $27.5K | Cut−$32.8K |
| Strategic Blueprint, LLC | 18.4K | $661.9K | $25K | Added$18.8K |
| Inspire Advisors, LLC | 17.6K | $634.5K | — | New |
| WIN ADVISORS, INC | 16.2K | $585.3K | — | New |
| Farther Finance Advisors, LLC | 15.9K | $581.9K | $294 | Added$576.3K |
| GOLDMAN SACHS GROUP INC | 14.3K | $514.7K | — | New |
| RAYMOND JAMES FINANCIAL INC | 14.1K | $507.3K | $14.1K | Added$147.4K |
| Faithward Advisors, LLC | 12.5K | $450.9K | $14.9K | Added$71.7K |
| Strategic Equity Management | 12.4K | $448.7K | $16.9K | Cut−$7.22M |
| OSAIC HOLDINGS, INC. | 12.4K | $447.5K | $14.1K | Added$88.2K |
| MONEYWISE, INC. | 11.2K | $404.9K | $15.3K | Cut−$3.37M |
| COMMONWEALTH EQUITY SERVICES, LLC | 10.7K | $384.3K | $13.3K | Added$44.8K |
| FIRETHORN WEALTH PARTNERS, LLC | 10.2K | $367K | $13.9K | Cut−$38K |
| OneAscent Wealth Management LLC | 9.82K | $353.9K | $13.4K | Added$9.96K |
| Bedel Financial Consulting, Inc. | 8.89K | $320.6K | $9.59K | Added$76.2K |
| ENVESTNET ASSET MANAGEMENT INC | 8.42K | $303.4K | $11.4K | Added$12.9K |
| OneAscent Financial Services LLC | 8.32K | $300K | $8.57K | Added$81.5K |
| GWN SECURITIES INC. | 8.25K | $297.3K | $8.16K | Added$89.3K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 7.9K | $284.6K | $10.7K | Cut−$133K |
| Waverly Advisors, LLC | 7.3K | $262.9K | $9.92K | Added$9.92K |
| Independent Advisor Alliance | 7.18K | $258.9K | $9.77K | Added$2.9K |
| INDEPENDENT FINANCIAL GROUP, LLC | 7.05K | $254K | $8.67K | Added$32.9K |
| KAVAR CAPITAL PARTNERS GROUP, LLC | 6.73K | $242.4K | $8.3K | Added$30.8K |
| Blue Trust, Inc. | 6.59K | $237.6K | $8.97K | Cut−$36K |
| Symphony Financial, Ltd. Co. | 6.41K | $226.9K | — | New |
| BFI Wealth Solutions, LLC | 6.2K | $226.9K | $12K | Added$12K |
| SIGMA INVESTMENT COUNSELORS INC | 5.8K | $209K | $7.87K | Added$7.94K |
| SUMMIT WEALTH GROUP LLC / CO | 5.58K | $201K | — | New |
| Fidelity | 4.54K | $163.6K | $6.13K | Added$6.96K |
| Advisory Services Network, LLC | 3.35K | $120.8K | — | New |
| Values First Advisors, Inc. | 3.1K | $111.9K | $4.23K | Cut−$6.9K |
| ASSETMARK, INC | 2.7K | $97.4K | $3.67K | Added$3.67K |
| Larson Financial Group LLC | 2.45K | $88.3K | $3.33K | Added$3.58K |
| AdvisorNet Financial, Inc | 1.62K | $58.3K | $2.2K | Added$467 |
| BankPlus Trust Department | 1.13K | $40.8K | — | New |
| PARK NATIONAL CORP /OH/ | 632 | $22.8K | — | New |
| Rockefeller Capital Management L.P. | 598 | $21.6K | $826 | Added$826 |
| CoreCap Advisors, LLC | 590 | $21.3K | — | New |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 339 | $12.2K | — | New |
| PEOPLES FINANCIAL SERVICES CORP. | 315 | $11.4K | — | New |
| NewEdge Advisors, LLC | 5.84K | $5.84K | −$195.3K | Cut−$195.3K |
| Clarity Asset Management, Inc. | 156 | $5.63K | $218 | Added$218 |
| Cambridge Investment Research Advisors, Inc. | 98.2K | $3.54K | $109 | Added$754 |
| Smartleaf Asset Management LLC | 93 | $3.25K | $6 | Added$6 |
| Ameritas Investment Partners, Inc. | 67 | $2.42K | $93 | Cut−$603 |
| Betterment LLC | 16.5K | $595 | $22 | Added$30 |
| MORGAN STANLEY | 1 | $64 | $28 | Added$28 |
| First PREMIER Bank | 285 | $10 | $0 | Held |