| ALLIANCEBERNSTEIN L.P. | 11M | $280.5M | $1 | Added$35.6M |
| NorthRock Partners, LLC | 1.24M | $31.4M | −$155.3K | Cut−$924.7K |
| LVW Advisors, LLC | 977.2K | $24.7M | −$122.1K | Cut−$852K |
| LPL Financial LLC | 843.3K | $21.3M | −$96K | Added$1.8M |
| Steward Partners Investment Advisory, LLC | 697.1K | $17.6M | −$125 | Added$17.6M |
| HighTower Advisors, LLC | 601K | $15.2M | −$69.4K | Added$1.08M |
| FSM Wealth Advisors, LLC | 531.7K | $13.4M | −$55.4K | Added$2.18M |
| TRUIST FINANCIAL CORP | 299K | $7.56M | −$34.7K | Added$510.5K |
| RAYMOND JAMES FINANCIAL INC | 295.5K | $7.47M | −$24.6K | Added$2.48M |
| ENVESTNET ASSET MANAGEMENT INC | 281.3K | $7.11M | −$14.5K | Added$4.16M |
| Beacon Pointe Advisors, LLC | 237.1K | $6M | −$18.7K | Added$2.2M |
| JPMORGAN CHASE & CO | 179.8K | $4.53M | −$37.8K | Cut−$2.81M |
| Dynasty Wealth Management, LLC | 170.3K | $4.31M | −$21.3K | Cut−$143.8K |
| Ausdal Financial Partners, Inc. | 155.5K | $3.93M | −$17.9K | Added$285.2K |
| JANE STREET GROUP, LLC | 139.4K | $3.53M | −$17.4K | Cut−$793.1K |
| Cresset Asset Management, LLC | 131.3K | $3.32M | — | New |
| Advisory Resource Group | 122K | $3.09M | −$15.2K | Cut−$15.1K |
| COMMONWEALTH EQUITY SERVICES, LLC | 86K | $2.17M | −$7.67K | Added$618.3K |
| Concurrent Investment Advisors, LLC | 85.9K | $2.17M | −$10K | Added$133.7K |
| Private Advisor Group, LLC | 73.1K | $1.85M | −$7.68K | Added$291.3K |
| OSAIC HOLDINGS, INC. | 63K | $1.59M | −$7.64K | Added$17.4K |
| Leverty Financial Group, LLC | 56.2K | $1.42M | −$7.02K | Cut−$924.5K |
| Kestra Advisory Services, LLC | 46.9K | $1.19M | −$4.79K | Added$208.4K |
| Legacy Capital Wealth Partners, LLC | 43.3K | $1.1M | −$4.66K | Added$146.9K |
| MAI Capital Management | 42.9K | $1.09M | — | New |
| MML INVESTORS SERVICES, LLC | 42.3K | $1.07M | — | New |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | 37.4K | $945.2K | −$3.95K | Added$142.9K |
| FIRST AMERICAN TRUST, FSB | 36.6K | $926.8K | — | New |
| Capital Investment Counsel, Inc | 35.5K | $897.1K | −$4.43K | Cut−$4.43K |
| Advisory Services Network, LLC | 35.2K | $891.5K | −$4.4K | Cut−$4.41K |
| SAGESPRING WEALTH PARTNERS, LLC | 32K | $808.9K | −$1.28K | Added$549.1K |
| GREAT VALLEY ADVISOR GROUP, INC. | 23.4K | $592.9K | −$2.93K | Cut−$2.93K |
| OLD MISSION CAPITAL LLC | 19.7K | $498.3K | −$1.93K | Added$106.7K |
| NewEdge Advisors, LLC | 14.2K | $495.2K | $135.3K | Cut−$910.7K |
| PMG Wealth Management, Inc. | 18.6K | $467.8K | — | New |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 16.2K | $409.1K | — | New |
| CARY STREET PARTNERS FINANCIAL LLC | 11.9K | $300.7K | −$1.5K | Cut−$100.9K |
| Sanctuary Advisors, LLC | 10.2K | $258K | −$1.26K | Added$1.98K |
| Creative Planning | 9.84K | $248.8K | — | New |
| Huntleigh Advisors, Inc. | 9.7K | $245.4K | −$1.15K | Added$11.5K |
| BOS Asset Management, LLC | 8.09K | $204.5K | — | New |
| Tower Research Capital LLC (TRC) | 6.49K | $164.1K | −$218 | Added$119.7K |
| FIFTH THIRD BANCORP | 3.53K | $89.3K | — | New |
| PRIVATE TRUST CO NA | 3.09K | $78.3K | — | New |
| HARBOUR INVESTMENTS, INC. | 1.57K | $39.7K | — | New |
| Cambridge Investment Research Advisors, Inc. | 23.2K | $588 | −$3 | Added$7 |