| AE Wealth Management LLC | 0.85% | New | 3,231,441 | $93.2M |
| Raymond James & Associates | 0.01% | New | 724,171 | $20.9M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -1.2% | 456,779 | $13.2M |
| First Hawaiian Bank | 0.33% | New | 356,000 | $10.3M |
| Outlook Wealth Advisors, LLC | 2.95% | New | 355,722 | $10.3M |
| Cetera Investment Advisers | 0.02% | Add +394.2% | 332,470 | $9.6M |
| Osaic Holdings, Inc. | 0.02% | Add +24.2% | 299,823 | $8.6M |
| Lloyd Advisory Services, LLC. | 3.10% | New | 222,405 | $6.4M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +289.9% | 127,456 | $3.7M |
| American Asset Management Inc. | 3.94% | New | 126,320 | $3.6M |
| Advisory Alpha, LLC | 0.12% | Reduce -6.5% | 116,918 | $3.4M |
| Great Lakes Retirement, Inc. | 0.43% | New | 115,080 | $3.3M |
| Elevated Capital Advisors, LLC | 0.81% | New | 105,630 | $3.0M |
| Howard Bailey Securities, LLC | 1.12% | — | 102,877 | $3.0M |
| Strategic Blueprint, LLC | 0.17% | Reduce -33.2% | 96,535 | $2.8M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +930.5% | 87,140 | $2.5M |
| Authentikos Wealth Advisory, LLC | 1.94% | New | 69,764 | $2.0M |
| Harbour Investments, Inc. | 0.06% | Add +34.3% | 69,481 | $2.0M |
| Focus Financial Network, Inc. | 0.07% | Add +10.5% | 60,821 | $1.8M |
| Atria Wealth Solutions, Inc. | 0.02% | Add +94.4% | 57,152 | $1.6M |
| SMART Wealth LLC | 0.58% | New | 51,466 | $1.5M |
| GeoWealth Management, LLC | 0.05% | New | 46,482 | $1.3M |
| Kestra Advisory Services, LLC | 0.01% | Add +8.5% | 46,055 | $1.3M |
| Envestnet Asset Management Inc. | 0.00% | Add +4.0% | 38,897 | $1.1M |
| B.O.S.S. Retirement Advisors, LLC | 0.22% | New | 37,842 | $1.1M |
| LPL Financial LLC | 0.00% | Add +249.3% | 37,049 | $1.1M |
| Csenge Advisory Group | 0.05% | New | 34,483 | $997K |
| MML Investors Services, LLC | 0.00% | New | 32,927 | $950K |
| Castle Rock Wealth Management, LLC | 0.22% | New | 32,143 | $925K |
| Secured Retirement Advisors, LLC | 0.49% | Add +73.8% | 23,707 | $684K |
| Advus Financial Partners, LLC | 0.18% | Add +5.2% | 22,089 | $637K |
| PFG Advisors | 0.04% | Reduce -17.1% | 21,253 | $613K |
| Kingdom Financial Group LLC. | 0.42% | New | 19,279 | $556K |
| First Heartland Consultants, Inc. | 0.05% | Add +4.6% | 17,586 | $507K |
| Wealth Group, Ltd. | 0.34% | Add +11.2% | 17,520 | $505K |
| Centaurus Financial, Inc. | 0.02% | New | 13,340 | $385K |
| Wealthgarden F.S. LLC | 0.36% | Reduce -35.0% | 12,716 | $367K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -4.2% | 11,010 | $318K |
| Allegheny Financial Group | 0.07% | No change | 9,879 | $285K |
| Accurate Wealth Management, LLC | 0.05% | New | 9,265 | $268K |
| Blackston Financial Advisory Group, LLC | 0.13% | New | 8,898 | $257K |
| Park Avenue Securities LLC | 0.00% | Reduce -12.0% | 7,681 | $222K |
| Moloney Securities Asset Management, LLC | 0.03% | New | 7,225 | $208K |
| Susquehanna International Group, LLP | 0.00% | Reduce -83.4% | 7,092 | $205K |
| Allianz Investment Management U.S. LLC | 0.01% | Reduce -97.2% | 5,000 | $144K |
| Farther Finance Advisors, LLC | 0.00% | New | 3,580 | $103K |
| JPMorgan Chase & Co. | 0.00% | New | 2,255 | $65K |
| Creative Financial Designs Inc. | 0.00% | Add +80.4% | 1,804 | $52K |
| Pineridge Advisors LLC | 0.02% | Add +489.9% | 1,752 | $51K |
| Blue Bell Private Wealth Management, LLC | 0.01% | No change | 1,000 | $29K |
| Coppell Advisory Solutions LLC | 0.00% | No change | 757 | $22K |
| Lanark Financial, Inc. | 0.00% | No change | 400 | $11K |
| UBS Group AG | 0.00% | Reduce -88.4% | 274 | $8K |
| Richard W. Paul & Associates, LLC | 0.00% | New | 234 | $7K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 97 | $3K |