| 3EDGE Asset Management, LP | 2.23M | $60.7M | — | New |
| SMI Advisory Services, LLC | 854.7K | $23.6M | $4.05M | Added$4.41M |
| Orion Porfolio Solutions, LLC | 622.4K | $17M | $3.13M | Added$3.72M |
| Proficio Capital Partners LLC | 449.7K | $12.3M | — | New |
| Maltin Wealth Management, Inc. | 428.8K | $11.7M | $2.14M | Added$2.61M |
| OSAIC HOLDINGS, INC. | 399.5K | $10.9M | $1.35M | Added$5.16M |
| Peak Financial Management, Inc. | 377.4K | $10.3M | $1.91M | Added$2.22M |
| RAYMOND JAMES FINANCIAL INC | 365.4K | $9.95M | $1.63M | Added$3.06M |
| Empirical Asset Management, LLC | 356K | $9.7M | $1.11M | Added$5.02M |
| MORGAN STANLEY | 333.6K | $9.09M | $25.2K | Added$8.98M |
| ABLE Financial Group, LLC | 219.4K | $5.98M | $585.9K | Added$3.5M |
| BKM Wealth Management, LLC | 173.2K | $4.72M | $902.4K | Added$665.6K |
| WESCAP Management Group, Inc. | 169.7K | $4.62M | — | New |
| Midwest Professional Planners, LTD. | 150.5K | $4.1M | $700.4K | Added$1.14M |
| ENVESTNET ASSET MANAGEMENT INC | 119.7K | $3.26M | $517.9K | Added$1.07M |
| Atria Investments, Inc | 116.4K | $3.17M | — | New |
| Mariner, LLC | 113.3K | $3.09M | — | New |
| WBI INVESTMENTS, LLC | 108.4K | $2.95M | — | New |
| STIFEL FINANCIAL CORP | 102.3K | $2.79M | $533.2K | Added$526.6K |
| &PARTNERS | 98.1K | $2.68M | $517K | Added$156.1K |
| Cambria Investment Management, L.P. | 98.3K | $2.68M | $492.8K | Added$594.4K |
| MML INVESTORS SERVICES, LLC | 94.7K | $2.58M | $435.5K | Added$739.2K |
| Stratos Investment Management, LLC | 93.6K | $2.55M | — | New |
| Focus Financial Network, Inc. | 93.2K | $2.54M | $483.6K | Added$493.9K |
| TRUE Private Wealth Advisors | 83.6K | $2.28M | — | New |
| MATHER GROUP, LLC. | 62.4K | $1.7M | — | New |
| Prosperitas Financial LLC | 59.9K | $1.63M | — | New |
| Apollon Wealth Management, LLC | 56.9K | $1.55M | $296.6K | Added$296.6K |
| EverSource Wealth Advisors, LLC | 56.5K | $1.54M | — | New |
| Moors & Cabot, Inc. | 52.3K | $1.43M | $269.8K | Added$284.9K |
| Maridea Wealth Management LLC | 52.3K | $1.42M | — | New |
| Alhambra Investment Management LLC | 49.4K | $1.35M | $182.4K | Added$574.1K |
| Ashton Thomas Private Wealth, LLC | 47.1K | $1.28M | $231.4K | Added$303.4K |
| Portside Wealth Group, LLC | 44.8K | $1.22M | — | New |
| LPL Financial LLC | 43.7K | $1.19M | $218.4K | Added$266.1K |
| Summit Financial, LLC | 38.9K | $1.06M | — | New |
| HM PAYSON & CO | 38.8K | $1.06M | $202.2K | Added$70.4K |
| Cornerstone Wealth, LLC/TN | 33.8K | $949.9K | — | Held |
| STOCK YARDS BANK & TRUST CO | 33.7K | $917.5K | $175.5K | Added$172.1K |
| PRINCIPAL SECURITIES, INC. | 32.9K | $895.8K | $171.3K | Added$39.7K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 31.8K | $874K | $135.6K | Added$250.9K |
| Alliance Wealth Advisors, LLC /UT | 30.3K | $826.1K | — | New |
| CERTIOR FINANCIAL GROUP, LLC | 30K | $815.9K | — | New |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 29.6K | $805.6K | $133.8K | Added$239.8K |
| Wick Capital Partners, LLC | 28.8K | $783.3K | $149.8K | Added$122.3K |
| Cetera Investment Advisers | 27.9K | $760.3K | $145.4K | Added$121.8K |
| Sovereign Financial Group, Inc. | 27.6K | $752.7K | $143.5K | Added$146K |
| WT Wealth Management | 24.5K | $668.2K | $127.3K | Added$130.1K |
| Advisory Services Network, LLC | 23.8K | $647.1K | $123.8K | Added$123.8K |
| WESTBOURNE INVESTMENTS, INC. | 22.2K | $605.2K | $109.4K | Added$142.4K |
| Quantinno Capital Management LP | 21.3K | $579.3K | $75.4K | Added$260.2K |
| Advisor Resource Council | 20.2K | $551.1K | $82.4K | Added$110.4K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 19.9K | $541.3K | $101.7K | Added$111.2K |
| Cerity Partners LLC | 19.8K | $540K | — | New |
| HighTower Advisors, LLC | 17.6K | $480.5K | $78.5K | Added$148.4K |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 17.6K | $479.4K | — | New |
| Brookwood Investment Group LLC | 17.3K | $472.4K | — | New |
| COMMONWEALTH EQUITY SERVICES, LLC | 16.7K | $454.6K | $82.5K | Added$105.6K |
| BANK OF MONTREAL /CAN/ | 15.8K | $430.1K | $64.4K | Added$157.7K |
| Steward Partners Investment Advisory, LLC | 13.7K | $374.2K | $11.4K | Added$326K |
| Wallace Advisory Group, LLC | 12.4K | $337.8K | — | New |
| SIMPLEX TRADING, LLC | 12.3K | $333.8K | — | New |
| Sharp Wealth Advisory, LLC | 12.3K | $333.7K | $63.8K | Cut−$56.2K |
| Private Advisor Group, LLC | 12K | $328K | — | New |
| RICHARDS, MERRILL & PETERSON, INC. | 10.8K | $292.8K | $56K | Added$56K |
| INDEPENDENT FINANCIAL GROUP, LLC | 9.38K | $255.4K | — | New |
| Ausdal Financial Partners, Inc. | 9.07K | $247.2K | $47.3K | Added$40.9K |
| K.J. Harrison & Partners Inc | 8.78K | $239.2K | — | New |
| IFP Advisors, Inc | 8.7K | $237K | $22.9K | Added$140.1K |
| Financial Network Wealth Advisors LLC | 7.76K | $211.4K | — | New |
| MISSION WEALTH MANAGEMENT, LP | 7.6K | $207K | — | New |
| NBC SECURITIES, INC. | 3.6K | $97.9K | $18.7K | Added$18.7K |
| HARBOUR INVESTMENTS, INC. | 2.74K | $74.7K | — | New |
| Blue Trust, Inc. | 1.98K | $54K | $10.3K | Added$6.26K |
| Legacy Wealth Managment, LLC/ID | 1.52K | $41.3K | — | New |
| WELLS FARGO & COMPANY/MN | 1.45K | $39.6K | $1.95K | Added$31.3K |
| CWM, LLC | 1.18K | $32.2K | — | New |
| Ares Financial Consulting, LLC | 650 | $17.6K | — | New |
| Abound Wealth Management | 530 | $14.4K | — | New |
| Geneos Wealth Management Inc. | 500 | $13.6K | $2.6K | Cut−$8.41K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 429 | $11.7K | — | New |
| JPMORGAN CHASE & CO | 314 | $8.58K | $1.66K | Added$1.66K |
| Clearstead Advisors, LLC | 295 | $8.04K | $1.54K | Added$1.54K |
| US BANCORP \DE\ | 250 | $6.81K | — | New |
| EVOLUTION WEALTH MANAGEMENT INC. | 214 | $5.83K | $1.11K | Added$1.11K |
| Smartleaf Asset Management LLC | 200 | $5.46K | — | New |
| Vision Retirement, LLC | 140 | $3.81K | — | New |
| Cambridge Investment Research Advisors, Inc. | 133.8K | $3.64K | $156 | Added$2.98K |
| ASSETMARK, INC | 103 | $2.81K | — | New |
| Thrivent Financial for Lutherans | 25.3K | $688 | $106 | Added$238 |
| Matrix Trust Co | 13.2K | $361 | — | New |
| Envision Financial Transparency, LLC | 10.1K | $274 | — | Held |