| WESTWOOD HOLDINGS GROUP INC | 616K | $28.6M | $609.8K | Added$609.8K |
| Christian Investment Advisors, Inc. | 530.5K | $25M | $891.3K | Added$1.04M |
| LPL Financial LLC | 348.4K | $16.2M | $330.7K | Added$997.9K |
| Bare Financial Services, Inc | 210.7K | $9.78M | $202.9K | Added$469.2K |
| Geneos Wealth Management Inc. | 191.3K | $8.88M | $182.4K | Added$507.9K |
| Faithward Advisors, LLC | 185.2K | $8.6M | $183.4K | Added$178.5K |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 167.8K | $7.79M | $55.8K | Added$5.23M |
| BENJAMIN EDWARDS INC | 86.9K | $4.04M | $35.1K | Added$2.42M |
| LVZ, Inc. | 86.1K | $4M | $84.2K | Added$132.2K |
| AMERIPRISE FINANCIAL INC | 82.9K | $3.96M | $164.4K | Added$788.9K |
| Sound Financial Strategies Group, LLC | 76.9K | $3.57M | $61.6K | Added$745.3K |
| Sowell Financial Services LLC | 73.2K | $3.4M | $63.4K | Added$490K |
| First Heartland Consultants, Inc. | 71.2K | $3.31M | $70.1K | Added$90K |
| Cetera Investment Advisers | 63K | $2.93M | $59.3K | Added$202.7K |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 54.8K | $2.54M | $46.8K | Added$328.2K |
| EverSource Wealth Advisors, LLC | 50.5K | $2.35M | $50K | Cut−$379.9K |
| Cornerstone Financial Management LLC | 46.2K | $2.15M | $44.7K | Added$95.6K |
| RAYMOND JAMES FINANCIAL INC | 37.3K | $1.73M | $33.4K | Added$202.5K |
| O'Connor Financial Group LLC | 36.8K | $1.71M | −$35.4K | Cut−$102.9K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 32.1K | $1.49M | $29.9K | Added$122.1K |
| VICUS CAPITAL | 28.1K | $1.3M | $25.4K | Added$135.7K |
| Allworth Financial LP | 25.4K | $1.18M | $23.5K | Added$100.9K |
| Financial Advisory Corp | 24.7K | $1.15M | $23.7K | Added$60.3K |
| JONES FINANCIAL COMPANIES LLLP | 25K | $1.14M | $6.83K | Added$301.4K |
| BOS Asset Management, LLC | 23.8K | $1.1M | $22.6K | Added$66.6K |
| OneAscent Financial Services LLC | 22.4K | $1.04M | $22K | Added$28.9K |
| Turning Point Benefit Group, Inc. | 22K | $1.03M | $33K | Cut−$1.07M |
| UBS Group AG | 20.4K | $948.9K | $20.2K | Added$13.3K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 20K | $928.6K | $19.8K | Cut−$157.5K |
| Kestra Advisory Services, LLC | 19.1K | $886.9K | $18.9K | Cut−$29.9K |
| Sound Stewardship, LLC | 19K | $881.9K | $17K | Added$100.7K |
| CoreCap Advisors, LLC | 17.2K | $799.4K | $11.9K | Added$251.9K |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 16.2K | $753.5K | $13.3K | Added$141.9K |
| Tulsa Wealth Advisors, INC | 15.8K | $732.4K | — | New |
| OSAIC HOLDINGS, INC. | 15.3K | $710.7K | $15.1K | Cut−$115.5K |
| SIGMA INVESTMENT COUNSELORS INC | 15.1K | $703.4K | $14.7K | Added$31.3K |
| COMMONWEALTH EQUITY SERVICES, LLC | 14.6K | $677.7K | $13.4K | Added$61.1K |
| Values First Advisors, Inc. | 13.5K | $624.8K | $12.3K | Added$61.3K |
| WIN ADVISORS, INC | 12.6K | $584.5K | $12.5K | Cut−$174.7K |
| LifeWealth Investments, LLC | 12.6K | $583.4K | $9.13K | Added$164.2K |
| ENVESTNET ASSET MANAGEMENT INC | 12.4K | $576.8K | $12.3K | Cut−$74.4K |
| FOUNDERS GROVE WEALTH PARTNERS, LLC | 11.2K | $520.7K | $11.1K | Added$11.4K |
| Frontier Asset Management, LLC | 11.1K | $516.6K | $10.9K | Added$19.3K |
| Black Diamond Financial, LLC | 11K | $509.9K | $7.72K | Added$155.4K |
| World Investment Advisors | 10.7K | $497.1K | — | New |
| Independent Advisor Alliance | 10.4K | $481.1K | $5.02K | Added$250.5K |
| Sunbelt Securities, Inc. | 10.3K | $478.2K | $10.2K | Cut−$36.1K |
| KAVAR CAPITAL PARTNERS GROUP, LLC | 9.61K | $446.1K | $8.82K | Added$41.3K |
| Citadel | 9.38K | $435.6K | — | New |
| HARBOUR INVESTMENTS, INC. | 8.54K | $396.9K | $347 | Added$380.9K |
| BCGM Wealth Management, LLC | 8.3K | $385.5K | $8.22K | Added$8.22K |
| Atria Investments, Inc | 8.27K | $384.1K | $8.19K | Added$7.23K |
| SILVER OAK SECURITIES, INCORPORATED | 7.82K | $363.2K | $3.85K | Cut−$3.56M |
| MML INVESTORS SERVICES, LLC | 7.64K | $354.7K | $7.58K | Added$903 |
| Brookstone Capital Management | 7.59K | $352.4K | $7.51K | Added$7.51K |
| Regal Investment Advisors LLC | 7.53K | $349.5K | $7.24K | Added$17K |
| LaSalle St. Investment Advisors, LLC | 7.1K | $329.8K | $265.2K | Added$329.5K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 6.96K | $323.1K | $6.9K | Cut−$11.8K |
| 49 WEALTH MANAGEMENT, LLC | 6.84K | $317.9K | $6.8K | Added$5.3K |
| Harvest Investment Services, LLC | 6.79K | $315.3K | $6.72K | Added$6.72K |
| OneAscent Wealth Management LLC | 6.77K | $314.5K | $6.71K | Cut−$5.02K |
| 3EDGE Asset Management, LP | 6.75K | $313.2K | $5.59K | Added$56.6K |
| Sigma Planning Corp | 5.7K | $264.8K | $5.51K | Added$12.5K |
| Ameritas Investment Partners, Inc. | 5.64K | $261.9K | $5.57K | Added$5.66K |
| Strategic Blueprint, LLC | 5.45K | $253.3K | $5.4K | Added$5.4K |
| ROYAL BANK OF CANADA | 4.57K | $212K | $4K | Added$4K |
| Forge Financial Services LLC | 4.46K | $207K | $4.42K | Added$3.38K |
| Kovack Advisors, Inc. | 4.33K | $201.9K | — | New |
| ASSETMARK, INC | 4.34K | $201.6K | $4.3K | Added$4.3K |
| PNC Financial Services Group, Inc. | 3.14K | $145.8K | $3.09K | Cut−$85K |
| JPMORGAN CHASE & CO | 3.06K | $139.5K | — | New |
| IFP Advisors, Inc | 3K | $139.5K | $2.88K | Added$7.25K |
| Midwest Capital Advisors, LLC | 2.88K | $133.9K | $2.8K | Added$6.09K |
| AdvisorNet Financial, Inc | 2.84K | $132.1K | $2.49K | Added$17.5K |
| Larson Financial Group LLC | 2.69K | $125K | $2.66K | Cut−$57.6K |
| SHP Wealth Management | 1.41K | $65.6K | $1.4K | Added$1.4K |
| Bank of New Hampshire | 1.26K | $58.5K | $1.25K | Added$1.25K |
| Nemes Rush Group LLC | 1.15K | $53.2K | $1.13K | Added$1.13K |
| Arax Advisory Partners | 917 | $42.6K | $908 | Added$908 |
| Comprehensive Financial Planning, Inc./PA | 817 | $37.9K | $809 | Added$809 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 600 | $27.9K | $594 | Added$594 |
| IFG Advisory, LLC | 450 | $20.9K | — | New |
| N.E.W. Advisory Services LLC | 434 | $20.1K | $417 | Cut−$19.3K |
| Smartleaf Asset Management LLC | 410 | $18.7K | −$169 | Cut−$169 |
| Winch Advisory Services, LLC | 327 | $15.2K | $352 | Added$352 |
| Fidelity | 317 | $14.7K | $310 | Cut−$1.96K |
| PEOPLES FINANCIAL SERVICES CORP. | 267 | $12.4K | — | New |
| Blue Trust, Inc. | 117 | $5.42K | $92 | Added$1.3K |
| Cambridge Investment Research Advisors, Inc. | 111K | $5.16K | $110 | Cut−$74 |
| CWM, LLC | 47 | $2.18K | $2.18K | Added$2.18K |
| True Wealth Design, LLC | 40 | $1.85K | — | New |
| MORGAN STANLEY | 8 | $380 | −$10 | Cut−$10 |
| Thrivent Financial for Lutherans | 6.93K | $322 | — | New |
| Arkos Global Advisors | 4.73K | $220 | $5 | Added$9 |
| Keating Financial Advisory Services, Inc. | 3 | $139 | $3 | Added$3 |
| WELLS FARGO & COMPANY/MN | 1 | $32 | $1 | Added$1 |
| First PREMIER Bank | 250 | $12 | $1 | Added$1 |