| ALLIANCEBERNSTEIN L.P. | 14M | $704.8M | $0 | Cut−$5.95M |
| LPL Financial LLC | 3.25M | $163.9M | −$15.7K | Added$6.01M |
| RAYMOND JAMES FINANCIAL INC | 1.01M | $50.8M | −$4.79K | Added$2.56M |
| BOS Asset Management, LLC | 953.6K | $48.1M | −$4.5K | Added$3.09M |
| WELLS FARGO & COMPANY/MN | 742.8K | $37.5M | −$3.69K | Cut−$185K |
| Kensington Asset Management, LLC | 719.8K | $36.3M | −$110.9K | Added$10.2M |
| IHT Wealth Management, LLC | 679.8K | $34.3M | −$2.09K | Added$13M |
| Private Advisor Group, LLC | 310.4K | $15.7M | −$1.49K | Added$419.5K |
| D.A. DAVIDSON & CO. | 278.8K | $14.1M | −$1.21K | Added$1.94M |
| TRUIST FINANCIAL CORP | 253K | $12.8M | −$1.25K | Added$101.5K |
| BANK OF AMERICA CORP /DE/ | 235.5K | $11.9M | −$260 | Added$9.21M |
| STIFEL FINANCIAL CORP | 179.9K | $9.08M | −$581 | Added$1.16M |
| OSAIC HOLDINGS, INC. | 176.9K | $8.93M | −$1.06K | Cut−$1.47M |
| COMMONWEALTH EQUITY SERVICES, LLC | 170K | $8.58M | −$850 | Cut−$337.5K |
| Kingsview Wealth Management, LLC | 167.6K | $8.46M | −$848 | Cut−$879.3K |
| ENVESTNET ASSET MANAGEMENT INC | 165.3K | $8.34M | −$831 | Cut−$258.5K |
| Ausdal Financial Partners, Inc. | 155.5K | $7.85M | −$760 | Added$195.3K |
| Mariner, LLC | 154.2K | $7.78M | −$742 | Cut−$5.81M |
| HighPoint Advisor Group LLC | 136.3K | $6.88M | −$130 | Added$5.49M |
| PMG Wealth Management, Inc. | 93.7K | $4.71M | −$13.7K | Added$554.2K |
| Legacy Wealth Advisors, LLC | 77.3K | $3.9M | −$383 | Added$38K |
| Cooper Financial Group | 64.9K | $3.27M | — | New |
| Kestra Advisory Services, LLC | 57.7K | $2.91M | −$295 | Cut−$1.65M |
| Atlas Private Wealth Advisors | 50.7K | $2.56M | −$248 | Cut−$537.9K |
| FLAGSHIP HARBOR ADVISORS, LLC | 48.5K | $2.45M | −$272 | Added$5.89K |
| Sanctuary Advisors, LLC | 47.7K | $2.41M | −$238 | Added$59.5K |
| Cetera Investment Advisers | 38.5K | $1.94M | −$183 | Cut−$90.3K |
| Horizon Wealth Management, LLC | 28.3K | $1.43M | −$57 | Added$464.9K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 28.2K | $1.42M | −$4.94K | Cut−$107.6K |
| Concurrent Investment Advisors, LLC | 27.1K | $1.37M | −$121 | Cut−$149.9K |
| Equitable Holdings, Inc. | 26.2K | $1.32M | −$0 | Added$296.6K |
| Welch Financial Planning, LLC | 26.1K | $1.32M | −$129 | Added$9.11K |
| Wealthcare Advisory Partners LLC | 25.2K | $1.27M | −$164 | Cut−$16.2K |
| EverSource Wealth Advisors, LLC | 21.8K | $1.1M | −$69 | Added$402.4K |
| CDKV HOLDINGS LLC | 20.1K | $1.01M | −$94 | Cut−$7.01K |
| MGO ONE SEVEN LLC | 19.7K | $994.4K | −$76 | Added$227.1K |
| MAI Capital Management | 19.6K | $991.8K | −$98 | Cut−$216.1K |
| Trilogy Capital Inc. | 18.4K | $928.2K | −$99 | Cut−$27.6K |
| TME FINANCIAL, INC. | 17.7K | $892.5K | −$55 | Cut−$20K |
| &PARTNERS | 17.6K | $886K | — | New |
| Steward Partners Investment Advisory, LLC | 15.2K | $766.1K | −$75 | Cut−$64.1K |
| Davis Wealth Advisors, LLC | 15K | $755.9K | −$74 | Cut−$74 |
| Arkadios Wealth Advisors | 14.6K | $739.1K | — | New |
| Quantum Private Wealth, LLC | 14.3K | $719.3K | −$42 | Cut−$265.1K |
| PRIVATE TRUST CO NA | 14.2K | $716.7K | −$71 | Cut−$155.3K |
| WPG Advisers, LLC | 13.9K | $701.7K | −$70 | Cut−$333.5K |
| COZAD ASSET MANAGEMENT INC | 13.9K | $700.1K | −$65 | Cut−$146K |
| ENCOMPASS WEALTH ADVISORS, LLC | 13.6K | $687.8K | −$38 | Added$1.53K |
| Independent Advisor Alliance | 11.7K | $591.6K | — | New |
| INDEPENDENT FINANCIAL GROUP, LLC | 11.7K | $588.2K | −$38 | Added$202.8K |
| GREAT VALLEY ADVISOR GROUP, INC. | 11.1K | $558.4K | −$54 | Cut−$35.5K |
| Laraway Financial Advisors Inc | 10.3K | $519.5K | −$72 | Added$89.3K |
| Next Level Private LLC | 10.1K | $510.9K | −$36 | Added$159.6K |
| Alteri Wealth LLC | 9.73K | $491.1K | −$49 | Cut−$135.3K |
| MML INVESTORS SERVICES, LLC | 9.59K | $483.9K | −$76 | Cut−$69.5K |
| Integrated Wealth Concepts LLC | 9.44K | $476.5K | −$28 | Added$84.1K |
| FIFTH THIRD BANCORP | 9.28K | $468.4K | — | New |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 8.07K | $407.3K | −$1.67K | Cut−$53.6K |
| Cornerstone Wealth Management, LLC | 7.9K | $399K | −$34 | Added$1.83K |
| Claro Advisors Inc. | 7.5K | $378.7K | −$67 | Cut−$70.7K |
| MMA ASSET MANAGEMENT LLC | 7.48K | $377.7K | −$21 | Added$75.5K |
| Ellsworth Advisors, LLC | 7.03K | $354.8K | −$379 | Cut−$75K |
| OPPENHEIMER & CO INC | 6.04K | $305.1K | −$31 | Cut−$2.76K |
| Merit Financial Group, LLC | 5.52K | $278.5K | −$39 | Added$2.28K |
| ROTHSCHILD INVESTMENT LLC | 5.45K | $275.1K | −$25 | Added$24K |
| RFG Advisory, LLC | 5.28K | $266.4K | −$32 | Cut−$99.4K |
| Sun Financial Inc | 5.12K | $257.6K | −$808 | Added$3.57K |
| Centerpoint Advisory Group | 4.35K | $219.4K | −$21 | Cut−$35.1K |
| Cresset Asset Management, LLC | 4.34K | $219.2K | −$899 | Cut−$360.6K |
| JONES FINANCIAL COMPANIES LLLP | 3.65K | $184.2K | — | New |
| Rockefeller Capital Management L.P. | 2.81K | $141.9K | −$14 | Cut−$76K |
| Colonial Trust Advisors | 2.67K | $135K | −$13 | Cut−$13 |
| S.A. Mason LLC | 2.52K | $127.3K | −$12 | Added$8.57K |
| Wagner Wealth Management, LLC | 2.51K | $126.8K | — | New |
| N.E.W. Advisory Services LLC | 1.45K | $73K | $26 | Added$379 |
| AE Wealth Management LLC | 1.21K | $61.1K | — | New |
| 1015 Capital Partners, LLC | 445 | $22.5K | −$3 | Cut−$3 |
| Capital Investment Advisory Services, LLC | 299 | $15.1K | $7 | Added$158 |
| BANK OF MONTREAL /CAN/ | 200 | $10.1K | $65 | Added$65 |
| Westside Investment Management, Inc. | 180 | $9.09K | $0 | Held |
| WEDBUSH SECURITIES INC | 123.7K | $6.25K | −$1 | Added$172 |
| MORGAN STANLEY | 104 | $5.27K | — | New |
| Cambridge Investment Research Advisors, Inc. | 71.8K | $3.62K | −$0 | Cut−$275 |
| USAdvisors Wealth Management, LLC | 20.3K | $1.02K | −$1 | Cut−$67 |
| FLOW TRADERS U.S. LLC | 10.5K | $528 | −$1 | Cut−$42.2K |