| HighTower Advisors, LLC | 0.04% | Add +53.9% | 1,075,143 | $27.7M |
| Krilogy Financial LLC | 2.10% | Add +19.1% | 1,063,930 | $27.4M |
| Berger Financial Group, Inc | 1.92% | New | 906,538 | $23.4M |
| Pictet North America Advisors SA | 2.11% | New | 734,485 | $18.9M |
| First Heartland Consultants, Inc. | 1.84% | Add +282.2% | 687,393 | $17.7M |
| Wealth Alliance Advisory Group, LLC | 4.08% | Add +9.2% | 682,895 | $17.6M |
| EnRich Financial Partners LLC | 6.43% | Add +6.6% | 666,344 | $17.2M |
| Sanchez Wealth Management Group | 5.81% | Add +1.5% | 665,527 | $17.1M |
| Kelman-Lazarov, Inc. | 3.30% | Add +1513.8% | 655,013 | $16.9M |
| Wells Fargo & Company | 0.00% | New | 604,979 | $15.6M |
| Orion Porfolio Solutions, LLC | 0.15% | New | 526,196 | $13.6M |
| Orion Portfolio Solutions, LLC | 0.15% | New | 526,196 | $13.6M |
| Bridgewealth Advisory Group, LLC | 6.61% | Add +79.2% | 523,465 | $13.5M |
| Aveo Capital Partners, LLC | 1.38% | Add +33.7% | 498,819 | $12.7M |
| LPL Financial LLC | 0.01% | Add +74.8% | 445,273 | $11.5M |
| Precision Wealth Strategies, LLC | 10.40% | New | 427,087 | $11.0M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Add +96.3% | 392,239 | $10.1M |
| Fortress Wealth Management, Inc. | 4.54% | Add +10.7% | 342,211 | $8.8M |
| Astor Investment Management LLC | 3.29% | New | 321,952 | $8.3M |
| Envestnet Asset Management Inc. | 0.00% | Add +1139.5% | 294,728 | $7.6M |
| NewEdge Advisors, LLC | 0.06% | Add +0.3% | 287,230 | $7.4M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +73.0% | 268,514 | $6.9M |
| Family Investment Center, Inc. | 2.15% | Add +16.3% | 259,026 | $6.7M |
| AE Wealth Management LLC | 0.07% | Add +134.9% | 247,958 | $6.4M |
| Financial Futures Ltd Liability Co. | 4.16% | New | 243,365 | $6.3M |
| Strata Wealth Advisors, LLC | 1.83% | Reduce -2.4% | 201,682 | $5.2M |
| Royal Bank of Canada | 0.00% | Add +3916.0% | 188,754 | $4.9M |
| Dynasty Wealth Management, LLC | 0.14% | — | 173,767 | $4.5M |
| JPMorgan Chase & Co. | 0.00% | New | 173,767 | $4.5M |
| CreativeOne Wealth, LLC | 0.16% | New | 160,363 | $4.1M |
| Morgan Stanley | 0.00% | New | 160,302 | $4.1M |
| Bleakley Financial Group, LLC | 0.12% | Add +39.2% | 159,745 | $4.1M |
| Simplicity Wealth,LLC | 0.10% | New | 159,745 | $4.1M |
| Cyndeo Wealth Partners, LLC | 0.34% | New | 157,865 | $4.1M |
| Beta Wealth Group, Inc. | 1.96% | Reduce -67.8% | 156,742 | $4.0M |
| Delta Investment Management, LLC | 0.83% | Add +350.6% | 141,161 | $3.6M |
| CarsonAllaria Wealth Management, Ltd. | 1.92% | Add +337.2% | 118,352 | $3.0M |
| Castle Wealth Management LLC | 1.55% | New | 115,298 | $3.0M |
| Dynamic Advisor Solutions LLC | 0.09% | New | 101,451 | $2.6M |
| Private Advisor Group, LLC | 0.02% | Reduce -27.5% | 93,268 | $2.4M |
| Menard Financial Group LLC | 1.98% | New | 91,174 | $2.3M |
| GeoWealth Management, LLC | 0.09% | New | 87,919 | $2.3M |
| Atria Investments, Inc | 0.03% | New | 83,198 | $2.1M |
| Osaic Holdings, Inc. | 0.00% | Add +421.0% | 83,092 | $2.1M |
| Commonwealth Equity Services, LLC | 0.00% | New | 79,383 | $2.0M |
| Gallacher Capital Management LLC | 0.97% | Reduce -9.3% | 74,191 | $1.9M |
| OneDigital Investment Advisors LLC | 0.03% | Add +358.1% | 72,289 | $1.9M |
| Walkner Condon Financial Advisors LLC | 0.39% | Add +83.1% | 71,170 | $1.8M |
| Beacon Financial Advisory LLC | 0.85% | New | 67,509 | $1.7M |
| PAX Financial Group, LLC | 0.34% | New | 65,266 | $1.7M |
| Essex Financial Services, Inc. | 0.15% | Add +54.3% | 63,190 | $1.6M |
| Parallel Advisors, LLC | 0.04% | Reduce -3.6% | 60,598 | $1.6M |
| Legacy Capital Group California, Inc. | 0.57% | New | 59,654 | $1.5M |
| Great Point Wealth Advisors, LLC | 0.34% | Reduce -2.7% | 56,053 | $1.4M |
| Hilltop Holdings Inc. | 0.15% | Add +3.1% | 53,629 | $1.4M |
| Richard P Slaughter Associates Inc | 0.33% | Add +20.3% | 53,159 | $1.4M |
| HUB Investment Partners, LLC | 0.08% | Add +382.6% | 52,887 | $1.4M |
| Banque Pictet & Cie SA | 0.01% | New | 50,300 | $1.3M |
| Atria Wealth Solutions, Inc. | 0.01% | Add +192.1% | 50,080 | $1.3M |
| Synovus Financial Corp. | 0.02% | Reduce -24.2% | 45,546 | $1.2M |
| Cibc World Market Inc. | 0.00% | New | 44,567 | $1.1M |
| Hutchens & Kramer Investment Management Group, LLC | 0.63% | New | 41,980 | $1.1M |
| Oppenheimer & Co. Inc. | 0.02% | New | 41,083 | $1.1M |
| Eclectic Associates Inc. | 0.48% | Reduce -23.6% | 40,524 | $1.0M |
| Econ Financial Services Corp | 0.62% | New | 39,035 | $1.0M |
| Mutual Advisors, LLC | 0.03% | Add +164.6% | 37,193 | $958K |
| USAdvisors Wealth Management, LLC | 0.32% | Add +14.7% | 33,287 | $856K |
| EverSource Wealth Advisors, LLC | 0.06% | New | 29,777 | $753K |
| Roger Wittlin Investment Advisory, LLC | 0.51% | New | 28,477 | $734K |
| MML Investors Services, LLC | 0.00% | Add +0.2% | 28,272 | $728K |
| Constant Guidance Financial LLC | 0.65% | New | 27,700 | $708K |
| Financial Connections Group, Inc. | 0.73% | Add +45.9% | 25,943 | $669K |
| RMR Capital Management, LLC | 0.66% | New | 25,639 | $660K |
| Wealthspire Retirement, LLC | 0.06% | Add +98.0% | 25,250 | $650K |
| Prosperity Wealth Management, Inc. | 0.30% | Add +11.7% | 24,372 | $628K |
| RMR Wealth Builders | 0.08% | Add +42.4% | 24,227 | $624K |
| Stage Harbor Financial, LLC | 0.57% | Reduce -2.6% | 24,194 | $623K |
| Freedom Investment Management, Inc. | 0.05% | New | 23,921 | $616K |
| Mariner, LLC | 0.00% | New | 23,001 | $593K |
| Northwest Capital Management Inc | 0.17% | No change | 20,704 | $533K |
| Cwm, LLC | 0.00% | No change | 20,704 | $533K |
| ERn Financial, LLC | 0.09% | Add +22.0% | 20,385 | $525K |
| Quotient Wealth Partners, LLC | 0.02% | New | 20,191 | $520K |
| Swisher Financial Concepts, Inc. | 0.40% | Add +12.2% | 18,039 | $457K |
| Elevated Capital Advisors, LLC | 0.13% | New | 17,457 | $450K |
| Pasadena Private Wealth, LLC | 0.09% | Add +16.8% | 15,825 | $408K |
| Pinnacle Wealth Management, LLC | 0.42% | Add +57.3% | 15,707 | $405K |
| Mercer Global Advisors Inc. | 0.00% | New | 15,624 | $402K |
| Ruggaard & Associates LLC | 0.18% | New | 14,746 | $380K |
| Citadel Advisors | 0.00% | New | 14,040 | $362K |
| RFG Advisory, LLC | 0.01% | Add +1.7% | 13,836 | $356K |
| Hartline Investment Corp./ | 0.06% | New | 13,403 | $345K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.06% | Add +44.8% | 13,403 | $345K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Reduce -21.1% | 12,700 | $327K |
| MinichMacGregor Wealth Management, LLC | 0.08% | New | 12,572 | $321K |
| Schmidt P J Investment Management Inc. | 0.06% | New | 12,196 | $314K |
| Walter & Keenan Wealth Management LLC /in/ | 0.09% | New | 11,027 | $284K |
| Bank of New York Mellon Corp | 0.00% | New | 9,607 | $247K |
| Advisory Services Network, LLC | 0.01% | New | 9,444 | $243K |
| Sprinkle Financial Consultants LLC | 0.20% | New | 8,971 | $231K |
| DAVENPORT & Co LLC | 0.00% | New | 8,561 | $221K |
| Axxcess Wealth Management, LLC | 0.01% | New | 8,560 | $221K |
| Kestra Advisory Services, LLC | 0.00% | New | 8,536 | $220K |
| SignalPoint Asset Management, LLC | 0.06% | New | 8,000 | $206K |
| Sigma Planning Corp | 0.01% | New | 7,817 | $201K |
| Raleigh Capital Management Inc. | 0.06% | New | 5,548 | $143K |
| Financial Synergies Wealth Advisors, Inc. | 0.01% | New | 4,296 | $111K |
| Future Financial Wealth Managment LLC | 0.08% | New | 4,187 | $108K |
| Parkside Financial Bank & Trust | 0.02% | Reduce -2.0% | 3,710 | $96K |
| GPS Wealth Strategies Group, LLC | 0.01% | New | 2,317 | $60K |
| Mark Sheptoff Financial Planning, LLC | 0.03% | New | 2,069 | $53K |
| Cape Investment Advisory, Inc. | 0.01% | New | 975 | $25K |
| Allianz Asset Management GmbH | 0.00% | Add +18.2% | 558 | $14K |
| Private Capital Management LLC | 0.00% | New | 530 | $14K |
| National Bank of Canada | 0.00% | New | 158 | $4K |
| Aspire Private Capital, LLC | 0.00% | New | 123 | $3K |
| Financial Gravity Asset Management, Inc. | 0.00% | New | 39 | $1K |