| ALLIANCEBERNSTEIN L.P. | 22.7M | $571.4M | $1 | Added$20.2M |
| LPL Financial LLC | 3.81M | $96M | −$108.7K | Added$4.59M |
| MORGAN STANLEY | 2.72M | $68.5M | −$81.7K | Cut−$2.54M |
| BANK OF AMERICA CORP /DE/ | 1.08M | $27.2M | −$29K | Added$2.88M |
| Sanctuary Advisors, LLC | 607.6K | $15.3M | −$18K | Added$210K |
| ROYAL BANK OF CANADA | 601.8K | $15.2M | −$6.4K | Added$9.55M |
| OSAIC HOLDINGS, INC. | 548.7K | $13.8M | −$16.6K | Cut−$1.3M |
| ENVESTNET ASSET MANAGEMENT INC | 499.9K | $12.6M | −$5.28K | Added$8.15M |
| UBS Group AG | 398.6K | $10M | −$12K | Cut−$333.4K |
| SAGESPRING WEALTH PARTNERS, LLC | 391K | $9.84M | −$10.3K | Added$1.18M |
| Strid Group, LLC | 388.5K | $9.78M | −$10.1K | Added$1.32M |
| JPMORGAN CHASE & CO | 318K | $7.99M | −$22.3K | Cut−$14.4M |
| EVOLVE PRIVATE WEALTH, LLC | 316.2K | $7.96M | — | New |
| Aptus Capital Advisors, LLC | 282.1K | $7.1M | −$8.46K | Cut−$221.6K |
| SevenBridge Financial Group, LLC | 277.8K | $7.01M | −$33.3K | Cut−$355.3K |
| HighTower Advisors, LLC | 269.3K | $6.78M | −$312 | Added$6.52M |
| Quotient Wealth Partners, LLC | 236.4K | $5.95M | −$3.64K | Added$2.9M |
| RAYMOND JAMES FINANCIAL INC | 219.9K | $5.54M | −$5.1K | Added$1.26M |
| Integrated Wealth Concepts LLC | 214.1K | $5.39M | — | New |
| JANE STREET GROUP, LLC | 208.2K | $5.24M | −$3.89K | Added$1.97M |
| ADAPT WEALTH ADVISORS, LLC | 206.3K | $5.2M | −$2.86K | Added$2.8M |
| IHT Wealth Management, LLC | 193.8K | $4.88M | −$960 | Added$4.07M |
| CWM, LLC | 181.2K | $4.56M | $611K | Added$4.56M |
| JOURNEY STRATEGIC WEALTH LLC | 169.6K | $4.27M | −$5.03K | Added$46K |
| Ausdal Financial Partners, Inc. | 166.5K | $4.19M | −$4.6K | Added$323.3K |
| TRUIST FINANCIAL CORP | 158.5K | $3.99M | −$4.5K | Added$215.3K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 156K | $3.93M | — | New |
| Mariner, LLC | 155.6K | $3.92M | −$3.08K | Added$1.33M |
| Fluent Financial, LLC | 150.8K | $3.8M | −$1.6K | Added$1.78M |
| Rockefeller Capital Management L.P. | 139K | $3.5M | −$3.68K | Added$408.2K |
| MML INVESTORS SERVICES, LLC | 129.3K | $3.26M | −$2.17K | Added$1.43M |
| Independent Advisor Alliance | 99.6K | $2.51M | — | New |
| Beacon Pointe Advisors, LLC | 85K | $2.14M | −$1.85K | Added$580K |
| Advisory Services Network, LLC | 84.6K | $2.13M | −$2.46K | Added$65.7K |
| Private Advisor Group, LLC | 81.4K | $2.05M | −$1.5K | Added$791K |
| Whipplewood Advisors, LLC | 78.8K | $1.98M | −$2.36K | Cut−$62.4K |
| Perigon Wealth Management, LLC | 77.2K | $1.94M | −$1.71K | Added$500.4K |
| Platform Technology Partners | 73.7K | $1.86M | −$2.21K | Cut−$2.21K |
| COMMONWEALTH EQUITY SERVICES, LLC | 66.8K | $1.68M | −$2K | Cut−$2.74M |
| Elequin Capital, LP | 64.4K | $1.63M | — | New |
| Cornerstone Wealth Group, LLC | 61.7K | $1.55M | $575 | Added$98.1K |
| Juno Financial Group LLC | 59.5K | $1.5M | −$1.53K | Added$210.2K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 54.1K | $1.36M | −$6.49K | Cut−$83.8K |
| Embree Financial Group | 52.8K | $1.33M | −$439 | Added$960.2K |
| KENNEDY INVESTMENT GROUP | 51K | $1.28M | −$1.42K | Added$85.9K |
| Summit Financial, LLC | 49K | $1.23M | −$5.25K | Cut−$755.7K |
| URS Advisory LLC | 45.6K | $1.15M | −$1.13K | Added$192.7K |
| Brooklyn Investment Group | 45.5K | $1.15M | −$1.33K | Added$769.9K |
| Modern Wealth Management, LLC | 43.5K | $1.09M | — | New |
| CARY STREET PARTNERS FINANCIAL LLC | 40.4K | $1.02M | −$711 | Added$415.7K |
| Kestra Advisory Services, LLC | 39.7K | $1M | −$1.17K | Cut−$97.3K |
| VestGen Advisors, LLC | 36.7K | $922.7K | −$1.04K | Added$446.2K |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 36.1K | $908K | −$1.08K | Cut−$1.08K |
| STIFEL FINANCIAL CORP | 35.9K | $904K | −$1.08K | Cut−$53.6K |
| TME FINANCIAL, INC. | 35.8K | $900.2K | −$1.07K | Added$2.91K |
| Cresset Asset Management, LLC | 34.3K | $863.3K | — | New |
| Legacy Wealth Advisors, LLC | 33.8K | $851.1K | −$1,000 | Added$11K |
| Fourth Dimension Wealth, LLC | 33.2K | $835.2K | −$972 | Added$10.1K |
| DAVENPORT & Co LLC | 32.8K | $826.4K | −$793 | Added$160.4K |
| WADDELL & ASSOCIATES, LLC | 31.4K | $791.8K | −$592 | Added$294.1K |
| Legacy Capital Wealth Partners, LLC | 29.9K | $753.7K | −$898 | Cut−$898 |
| RFG Advisory, LLC | 28.8K | $726K | −$783 | Added$73.8K |
| HB Wealth Management, LLC | 28.8K | $725.8K | −$853 | Added$4.91K |
| GREAT VALLEY ADVISOR GROUP, INC. | 27K | $681.1K | −$784 | Added$24.8K |
| ORBA Wealth Advisors, L.L.C. | 22.5K | $567.1K | −$570 | Added$87.5K |
| MATHER GROUP, LLC. | 21.3K | $536.8K | −$613 | Added$22.3K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 20.1K | $506.5K | — | New |
| ENCOMPASS WEALTH ADVISORS, LLC | 17.7K | $445.7K | −$531 | Cut−$531 |
| Pathstone Holdings, LLC | 16.5K | $414.8K | −$494 | Cut−$38.4K |
| Atria Investments, Inc | 16K | $402.2K | −$468 | Cut−$9.33M |
| Kingsview Wealth Management, LLC | 15.3K | $384K | −$458 | Cut−$76.1K |
| CHOREO, LLC | 14.4K | $363K | — | New |
| FIFTH THIRD BANCORP | 12.4K | $313K | — | New |
| Quantinno Capital Management LP | 12K | $301.3K | −$337 | Cut−$6.89M |
| OneDigital Investment Advisors LLC | 11.5K | $289.7K | −$345 | Cut−$3.35K |
| Alliance Wealth Advisors, LLC | 10.1K | $254.3K | −$303 | Cut−$5.34K |
| Hapanowicz & Associates Financial Services, Inc | 9.83K | $247.4K | — | New |
| Detalus Advisors, LLC | 9.8K | $246.9K | −$294 | Cut−$294 |
| StoneX Group Inc. | 9.74K | $245.3K | −$986 | Cut−$7.38K |
| Rockport Wealth LLC | 9.6K | $241.8K | −$288 | Cut−$53.4K |
| &PARTNERS | 9.54K | $240.3K | — | New |
| Henderson Brothers Financial Partners, LLC | 9.44K | $237.7K | — | New |
| HARBOUR INVESTMENTS, INC. | 8.72K | $219.6K | −$247 | Cut−$851.3K |
| Western Wealth Management, LLC | 7.66K | $192.8K | — | New |
| PRIVATE TRUST CO NA | 7.29K | $183.5K | −$218 | Cut−$18K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 4.85K | $122K | −$64 | Added$68.7K |
| AE Wealth Management LLC | 4.71K | $118.6K | — | New |
| United Community Bank | 3.72K | $93.7K | −$111 | Cut−$111 |
| Princeton Global Asset Management LLC | 3.68K | $92.8K | — | New |
| CDKV HOLDINGS LLC | 3.25K | $81.8K | −$98 | Cut−$98 |
| WELLS FARGO & COMPANY/MN | 3.11K | $78.4K | −$94 | Cut−$30.5K |
| Tower Research Capital LLC (TRC) | 1.87K | $47.2K | — | New |
| Steward Partners Investment Advisory, LLC | 1.5K | $37.8K | −$45 | Cut−$45 |
| Cambridge Investment Research Advisors, Inc. | 64.6K | $1.63K | −$2 | Cut−$26 |
| Capital Analysts, LLC | 37.3K | $939 | −$1 | Added$88 |
| ASSETMARK, INC | 13 | $327 | — | New |
| FLOW TRADERS U.S. LLC | 11.4K | $286 | — | New |