| Northwestern Mutual Wealth Management Co. | 0.04% | New | 1,789,163 | $63.5M |
| Hartford Funds Management Co LLC | 4.57% | No change | 1,571,193 | $55.7M |
| Bleakley Financial Group, LLC | 0.40% | New | 655,048 | $23.2M |
| Retirement Management Systems Inc. | 5.93% | — | 652,544 | $23.2M |
| Modern Wealth Management, LLC | 0.41% | Add +21.7% | 630,483 | $22.4M |
| Raymond James Financial Inc. | 0.01% | Add +5073.3% | 531,871 | $18.9M |
| Osaic Holdings, Inc. | 0.02% | Add +54.4% | 441,651 | $15.7M |
| Centric Wealth Management | 2.90% | Add +4.3% | 385,907 | $13.7M |
| New England Capital Financial Advisors LLC | 4.38% | New | 315,964 | $11.2M |
| Stifel Financial Corp. | 0.01% | Add +0.1% | 221,785 | $7.9M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +4.8% | 198,040 | $7.0M |
| Live Oak Investment Partners | 3.87% | New | 177,723 | $6.3M |
| Mgo One Seven LLC | 0.10% | New | 144,640 | $5.1M |
| Citizens Financial Group Inc. | 0.06% | New | 115,190 | $4.1M |
| Summit Financial, LLC | 0.06% | Reduce -11.8% | 114,838 | $4.1M |
| Core Wealth Advisors, LLC | 2.96% | — | 105,892 | $3.8M |
| Commonwealth Equity Services, LLC | 0.00% | Add +79.7% | 101,252 | $3.6M |
| Sanctuary Advisors, LLC | 0.02% | Add +56.2% | 82,580 | $2.9M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +12.6% | 81,153 | $2.9M |
| Cary Street Partners Financial LLC | 0.06% | New | 66,003 | $2.3M |
| Strategic Blueprint, LLC | 0.13% | Add +12.2% | 63,621 | $2.3M |
| Surience Private Wealth LLC | 2.46% | New | 61,363 | $2.2M |
| JPMorgan Chase & Co. | 0.00% | Add +10.3% | 53,938 | $1.9M |
| Jones Financial Companies LLLP | 0.00% | Add +18915.9% | 51,343 | $1.8M |
| Kovack Advisors, Inc. | 0.08% | Add +346.4% | 47,273 | $1.7M |
| Sonoma Allocations LLC | 0.50% | Reduce -34.1% | 42,701 | $1.5M |
| Hobart Private Capital, LLC | 0.18% | New | 26,627 | $945K |
| Goldman Sachs Group Inc. | 0.00% | New | 24,795 | $880K |
| Liberty One Investment Management, LLC | 0.11% | New | 23,526 | $835K |
| Retirement Planning Group, LLC | 0.02% | New | 20,411 | $724K |
| Mariner, LLC | 0.00% | Reduce -6.6% | 19,210 | $682K |
| AdvisorNet Financial, Inc | 0.04% | New | 18,750 | $665K |
| Arkadios Wealth Advisors | 0.01% | Add +110.8% | 17,217 | $611K |
| Meridian Financial Advisors, LLC | 0.21% | New | 10,950 | $389K |
| Gateway Wealth Partners, LLC | 0.04% | New | 10,635 | $377K |
| MML Investors Services, LLC | 0.00% | New | 10,121 | $359K |
| Bright Futures Wealth Management, LLC. | 0.25% | New | 9,266 | $329K |
| Cypress Wealth Services, LLC | 0.04% | New | 8,532 | $303K |
| Capital Investment Advisory Services, LLC | 0.02% | New | 7,659 | $272K |
| D.A. Davidson & Co. | 0.00% | New | 7,540 | $268K |
| Coquina Private Wealth LLC | 0.21% | — | 7,402 | $263K |
| Axxcess Wealth Management, LLC | 0.00% | No change | 6,983 | $248K |
| Stonebridge Financial Group, LLC / MO | 0.21% | — | 6,752 | $240K |
| Steward Partners Investment Advisory, LLC | 0.00% | New | 6,652 | $236K |
| Alexander Labrunerie & Co., Inc. | 0.09% | No change | 6,574 | $233K |
| Wealth Enhancement Trust Services, Inc. | 0.02% | — | 4,558 | $162K |
| Capital Analysts, LLC | 0.00% | New | 2,375 | $84K |
| Geneos Wealth Management Inc. | 0.00% | No change | 2,204 | $78K |
| IFP Advisors, Inc | 0.00% | Add +156.3% | 1,156 | $41K |
| Kestra Advisory Services, LLC | 0.00% | New | 1,104 | $39K |
| Bogart Wealth, LLC | 0.00% | Add +26.0% | 703 | $25K |
| Morgan Stanley | 0.00% | Add +798.1% | 485 | $17K |
| Royal Bank of Canada | 0.00% | New | 330 | $12K |
| Allworth Financial LP | 0.00% | New | 200 | $7K |
| Farther Finance Advisors, LLC | 0.00% | Add +57.9% | 169 | $6K |