| LPL Financial LLC | 0.01% | Add +122.7% | 1,018,046 | $24.0M |
| CMC Financial Group | 15.81% | Reduce -0.6% | 375,898 | $8.9M |
| Waterfront Wealth Inc. | 1.38% | Add +685.9% | 302,090 | $7.3M |
| Stifel Financial Corp. | 0.00% | Add +1112.8% | 180,495 | $4.3M |
| Janney Montgomery Scott LLC | 0.01% | New | 170,073 | $4.0M |
| Southland Equity Partners LLC | 0.57% | Add +21.2% | 122,828 | $2.9M |
| Essex Financial Services, Inc. | 0.16% | Add +75.5% | 121,028 | $2.9M |
| NCM Capital Management, LLC | 0.88% | Add +34.0% | 100,242 | $2.4M |
| Cetera Investment Advisers | 0.00% | New | 96,537 | $2.3M |
| 4J Wealth Management LLC | 1.18% | Add +35.6% | 87,813 | $2.1M |
| Carson Advisory Inc. | 0.97% | New | 78,930 | $1.9M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +93.2% | 71,286 | $1.7M |
| MAI Capital Management | 0.01% | New | 69,174 | $1.6M |
| Stratos Wealth Advisors, LLC | 0.06% | Add +20.0% | 55,357 | $1.3M |
| Rockefeller Capital Management L.P. | 0.00% | Add +51.1% | 54,849 | $1.3M |
| Yarger Wealth Strategies, LLC | 0.54% | Add +12.3% | 53,008 | $1.2M |
| Concurrent Investment Advisors, LLC | 0.01% | Reduce -9.0% | 46,010 | $1.1M |
| Western Wealth Management, LLC | 0.05% | Add +121.6% | 44,067 | $1.0M |
| Founders Financial Alliance, LLC | 0.16% | Add +128.4% | 36,350 | $857K |
| Old Mission Capital LLC | 0.03% | Reduce -7.3% | 34,500 | $813K |
| Commonwealth Equity Services, LLC | 0.00% | Add +114.9% | 31,319 | $738K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +25.8% | 29,194 | $688K |
| Mariner, LLC | 0.00% | New | 28,577 | $674K |
| Private Advisor Group, LLC | 0.00% | Add +105.8% | 28,380 | $669K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.12% | Add +63.4% | 27,503 | $648K |
| Cornerstone Advisory, LLC | 0.06% | Reduce -39.3% | 27,413 | $646K |
| Kestra Advisory Services, LLC | 0.00% | Add +26.9% | 27,365 | $645K |
| Garden State Investment Advisory Services LLC | 0.14% | Add +46.7% | 25,532 | $602K |
| Principal Securities, Inc. | 0.01% | New | 24,195 | $570K |
| AQR Capital Management | 0.00% | New | 22,588 | $532K |
| Wills Financial Group LLC | 0.19% | New | 21,615 | $509K |
| Harborfront Financial Group LLC | 3.36% | — | 19,129 | $451K |
| Summit Financial Wealth Advisors, LLC | 0.06% | New | 16,940 | $399K |
| Jane Street Group, LLC | 0.00% | New | 14,542 | $343K |
| Integrated Wealth Concepts LLC | 0.00% | New | 13,206 | $311K |
| Raymond James Financial Inc. | 0.00% | New | 12,990 | $306K |
| Royal Bank of Canada | 0.00% | New | 10,571 | $249K |
| Aprio Wealth Management, LLC | 0.01% | New | 10,116 | $238K |
| IFP Advisors, Inc | 0.00% | Add +936.1% | 9,325 | $220K |
| T. Rowe Price Associates Inc. | 0.00% | New | 8,587 | $203K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 8,474 | $202K |
| NewEdge Advisors, LLC | 0.00% | Add +20.6% | 6,405 | $151K |
| Capital Investment Advisory Services, LLC | 0.01% | Add +2.8% | 5,368 | $127K |
| AdvisorNet Financial, Inc | 0.00% | New | 3,900 | $92K |
| Jones Financial Companies LLLP | 0.00% | New | 3,259 | $77K |
| Global Retirement Partners, LLC | 0.00% | Add +3.1% | 2,096 | $49K |
| Hazlett, Burt & Watson, Inc. | 0.01% | New | 1,033 | $24K |
| Bogart Wealth, LLC | 0.00% | No change | 821 | $19K |
| Harbour Investments, Inc. | 0.00% | No change | 600 | $14K |
| Cape Investment Advisory, Inc. | 0.00% | New | 210 | $5K |
| SJS Investment Consulting Inc. | 0.00% | New | 39 | $928 |