| ALLIANCEBERNSTEIN L.P. | 10.6M | $1.11B | $0 | Added$263.9M |
| BANK OF AMERICA CORP /DE/ | 1.01M | $109.5M | $1.15M | Added$80.7M |
| LPL Financial LLC | 1.01M | $109.5M | $2.13M | Added$55.9M |
| Integrated Wealth Concepts LLC | 427.4K | $46.4M | $1.46M | Added$9.55M |
| Bleakley Financial Group, LLC | 239.8K | $26M | $155.9K | Added$22.1M |
| Worth Financial Advisory Group, LLC | 9.36K | $23.9M | $16.2M | Added$23.2M |
| JANE STREET GROUP, LLC | 140K | $15.2M | $259.8K | Added$8.66M |
| Embree Financial Group | 115.4K | $12.5M | $386.1K | Added$2.81M |
| Intrepid Financial Planning Group LLC | 101.3K | $11M | $393.7K | Added$1.24M |
| Quantum Private Wealth, LLC | 81.4K | $8.83M | $336.3K | Added$374.8K |
| UBS Group AG | 73.7K | $8M | $108.2K | Added$5.28M |
| KPP Advisory Services LLC | 73.4K | $7.97M | $202.5K | Added$2.87M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 73.2K | $7.95M | $228.1K | Added$2.21M |
| PMG Wealth Management, Inc. | 60.5K | $6.56M | — | New |
| RAYMOND JAMES FINANCIAL INC | 57.8K | $6.27M | $12.7K | Added$5.95M |
| StoneCrest Wealth Management, Inc. | 53.7K | $5.83M | $216.6K | Added$382.6K |
| HighPoint Advisor Group LLC | 48.2K | $5.23M | — | New |
| ENVESTNET ASSET MANAGEMENT INC | 47.2K | $5.13M | $121.8K | Added$2.06M |
| BOS Asset Management, LLC | 46.5K | $5.05M | $187.4K | Added$337.7K |
| Private Advisor Group, LLC | 36.9K | $4.01M | $70.7K | Added$2.23M |
| VestGen Advisors, LLC | 29.1K | $3.9M | — | New |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 35.2K | $3.83M | $120.7K | Added$789.9K |
| Rockefeller Capital Management L.P. | 29.2K | $3.17M | $106.6K | Added$487.3K |
| CWM, LLC | 26.1K | $2.83M | $2.83M | Added$2.83M |
| Anderson Financial Strategies, LLC | 21.5K | $2.8M | $559.5K | Added$455.8K |
| Advisory Services Network, LLC | 25.1K | $2.72M | $81.8K | Added$664.8K |
| MML INVESTORS SERVICES, LLC | 19.9K | $2.16M | $50.9K | Added$875.6K |
| Kingsview Wealth Management, LLC | 18.8K | $2.04M | $77.9K | Cut−$1.12M |
| Cornerstone Wealth Management, LLC | 18.1K | $1.97M | — | New |
| Huntleigh Advisors, Inc. | 16.6K | $1.8M | $66.6K | Added$127.8K |
| OSAIC HOLDINGS, INC. | 16.3K | $1.77M | $65.5K | Added$121.1K |
| TRUIST FINANCIAL CORP | 15.3K | $1.66M | $25.3K | Added$1.02M |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | 13.2K | $1.43M | $54.7K | Added$54.7K |
| Trademark Financial Management, LLC | 8.69K | $943K | $19K | Added$463.8K |
| Mirae Asset Global Investments Co., Ltd. | 7.92K | $859.8K | $32.9K | Cut−$320.6K |
| D.A. DAVIDSON & CO. | 7.55K | $820.1K | $29.5K | Added$77K |
| GLENMEDE TRUST CO NA | 7.28K | $790.2K | — | New |
| PW ADVISORS, LLC \ FL | 6.77K | $735.4K | — | New |
| Boyer Financial Services, Inc. | 6.19K | $672.2K | $8.77K | Added$140.4K |
| MAI Capital Management | 6.18K | $671.2K | — | New |
| Mariner, LLC | 6.05K | $656.9K | $25.1K | Cut−$138.3K |
| Quantinno Capital Management LP | 6.03K | $654.1K | $12.7K | Added$334.4K |
| HighTower Advisors, LLC | 6.01K | $652.7K | $24.1K | Added$45.4K |
| Steward Partners Investment Advisory, LLC | 4.96K | $538.8K | $8.71K | Added$319.5K |
| Geneos Wealth Management Inc. | 4K | $434.2K | $12.5K | Added$121K |
| IHT Wealth Management, LLC | 3.83K | $415.7K | — | New |
| MORGAN STANLEY | 3.3K | $358.2K | $10K | Added$105.6K |
| COZAD ASSET MANAGEMENT INC | 3.11K | $337.2K | — | New |
| Laraway Financial Advisors Inc | 2.7K | $292.9K | $8.85K | Added$70.2K |
| COMMONWEALTH EQUITY SERVICES, LLC | 2.31K | $250.9K | — | New |
| World Investment Advisors | 2.23K | $242.6K | — | New |
| D. E. Shaw & Co., Inc. | 2.23K | $241.8K | $9.24K | Added$9.24K |
| MGO ONE SEVEN LLC | 1.98K | $215.4K | — | New |
| Mascagni Wealth Management, Inc. | 1.88K | $204.2K | — | New |
| Cornerstone Planning Group LLC | 1.32K | $172.7K | $18.2K | Added$18.2K |
| Wagner Wealth Management, LLC | 1.37K | $148.6K | $4.49K | Added$35.5K |
| BARCLAYS PLC | 1.23K | $133.5K | — | New |
| PRIVATE TRUST CO NA | 1.18K | $127.7K | $4.88K | Added$4.88K |
| ROYAL BANK OF CANADA | 1.06K | $115K | $4.15K | Cut−$13K |
| Golden State Wealth Management, LLC | 617 | $67K | — | New |
| Betterment LLC | 576.7K | $62.6K | $2.24K | Added$6.15K |
| WELLS FARGO & COMPANY/MN | 570 | $61.9K | — | New |
| HARBOUR INVESTMENTS, INC. | 457 | $49.6K | $1.9K | Added$1.9K |
| Security National Bank | 411 | $44.6K | $1.71K | Added$1.71K |
| BROWN BROTHERS HARRIMAN & CO | 395 | $42.9K | — | New |
| FIFTH THIRD BANCORP | 253 | $27.5K | — | New |
| Clarity Asset Management, Inc. | 247 | $26.8K | — | New |
| JONES FINANCIAL COMPANIES LLLP | 152 | $16.1K | — | New |
| Tradewinds Capital Management, LLC | 59 | $6.41K | — | New |
| Pinnacle Bancorp, Inc. | 53 | $5.75K | $220 | Added$220 |
| Cambridge Investment Research Advisors, Inc. | 47.1K | $5.12K | $192 | Added$269 |
| Pinnacle Wealth Planning Services, Inc. | 25 | $2.71K | $104 | Added$104 |
| Parallel Advisors, LLC | 21 | $2.28K | — | New |
| WEDBUSH SECURITIES INC | 20.3K | $2.21K | $82 | Added$120 |
| USAdvisors Wealth Management, LLC | 17.7K | $1.82K | −$18 | Cut−$10 |
| Key Financial Inc | 8 | $868 | $33 | Added$33 |
| VANGUARD ADVISERS INC | 4 | $434 | — | Held |
| Janney Montgomery Scott LLC | 2.91K | $316 | $12 | Added$18 |
| FLOW TRADERS U.S. LLC | 1.97K | $214 | — | New |