| RAYMOND JAMES FINANCIAL INC | 2.01M | $81.2M | $2.88M | Added$29.2M |
| LPL Financial LLC | 781.8K | $31.6M | $969.1K | Added$14.1M |
| GREAT VALLEY ADVISOR GROUP, INC. | 626.5K | $25.4M | $1.33M | Cut−$2.43M |
| Sequoia Financial Advisors, LLC | 495.4K | $20M | $1.05M | Added$138.8K |
| OSAIC HOLDINGS, INC. | 493.9K | $20M | $728.2K | Added$6.82M |
| Principle Wealth Partners LLC | 421.3K | $17.1M | $261.1K | Added$12.3M |
| STIFEL FINANCIAL CORP | 408.6K | $16.5M | $581.6K | Added$6.02M |
| UBS Group AG | 337.9K | $13.7M | $614.1K | Added$2.57M |
| COMMONWEALTH EQUITY SERVICES, LLC | 214.8K | $8.69M | $134.9K | Added$6.25M |
| Elmwood Wealth Management, Inc. | 201.5K | $8.16M | $359.1K | Added$1.66M |
| EverSource Wealth Advisors, LLC | 155.8K | $6.3M | $87.3K | Added$4.72M |
| Steward Partners Investment Advisory, LLC | 137.8K | $5.58M | $237.7K | Added$1.28M |
| ENVESTNET ASSET MANAGEMENT INC | 136.2K | $5.51M | $256.3K | Added$875K |
| TRUIST FINANCIAL CORP | 130.8K | $5.29M | $251.1K | Added$750.4K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 114.6K | $4.64M | $234.4K | Added$396.7K |
| Atlas Wealth LLC | 110.7K | $4.48M | — | New |
| IAM Advisory, LLC | 99.5K | $4.03M | — | New |
| ROYAL BANK OF CANADA | 98.5K | $3.98M | $145K | Added$1.36M |
| FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | 90K | $3.64M | $190.8K | Added$83.9K |
| Visionary Wealth Advisors | 80.7K | $3.27M | $154.8K | Added$465.6K |
| Citadel | 74.9K | $3.03M | — | New |
| Proficio Capital Partners LLC | 63.2K | $2.56M | $59.7K | Added$1.48M |
| URS Advisory LLC | 62.1K | $2.51M | — | New |
| SAGESPRING WEALTH PARTNERS, LLC | 58.6K | $2.37M | — | New |
| TBH Global Asset Management, LLC | 58.5K | $2.37M | — | New |
| Retirement Planning Group, LLC | 56.4K | $2.28M | — | New |
| OLD MISSION CAPITAL LLC | 54K | $2.18M | — | New |
| Financial Insights, Inc. | 50.7K | $2.05M | $84.4K | Added$522.9K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 48.8K | $1.97M | — | New |
| Baird Financial Group, Inc. | 46.8K | $1.89M | — | New |
| CAP Partners, LLC | 45.4K | $1.84M | $94.5K | Added$127.1K |
| JANE STREET GROUP, LLC | 43.5K | $1.76M | $92.2K | Cut−$36K |
| Pasadena Private Wealth, LLC | 42.2K | $1.71M | $68.3K | Added$471.7K |
| Capital Investment Advisory Services, LLC | 42.2K | $1.71M | $89.4K | Added$39.8K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 37.8K | $1.54M | $37.8K | Cut−$508K |
| Northwest Financial Advisors | 36.8K | $1.49M | $67.4K | Added$269K |
| Snowden Capital Advisors LLC | 32.7K | $1.33M | $39.5K | Added$611.2K |
| WEST MICHIGAN ADVISORS, LLC | 30.9K | $1.25M | $49.7K | Added$351.9K |
| Carr Financial Group Corp | 27.7K | $1.12M | $20.2K | Added$757.5K |
| Bright Futures Wealth Management, LLC. | 27.4K | $1.11M | — | New |
| Farther Finance Advisors, LLC | 24.9K | $1.02M | $59.2K | Added$143K |
| Savvy Advisors, Inc. | 25.1K | $1.02M | $35.2K | Added$379.3K |
| JONES FINANCIAL COMPANIES LLLP | 25.3K | $994.9K | $2.25K | Added$912.5K |
| JOHNSON INVESTMENT COUNSEL INC | 23K | $931.4K | — | New |
| Private Advisor Group, LLC | 21K | $849.8K | — | New |
| Hilltop Holdings Inc. | 20.6K | $835.1K | — | New |
| Goldstone Financial Group, LLC | 20.5K | $830.6K | $43.5K | Cut−$2.14K |
| Karras Company, Inc. | 19.6K | $794.3K | $36.6K | Added$132.7K |
| US BANCORP \DE\ | 16.4K | $664.1K | — | New |
| Embree Financial Group | 16K | $648.9K | $24.3K | Added$210K |
| Institute for Wealth Management, LLC. | 15.5K | $626K | $23.4K | Added$202.3K |
| SeaCrest Wealth Management, LLC | 14.4K | $581.6K | $11.8K | Added$13.1K |
| HBK Sorce Advisory LLC | 11.3K | $482.6K | $3.8K | Added$44.6K |
| UMB Bank, n.a. | 10.8K | $437.1K | $22.9K | Added$22.9K |
| KINGSWOOD WEALTH ADVISORS, LLC | 10K | $406.7K | — | New |
| CPC Advisors, LLC | 9.91K | $401.1K | $17.4K | Added$86.6K |
| HARBOUR INVESTMENTS, INC. | 9.65K | $390.5K | — | New |
| Reliant Wealth Planning | 9.24K | $374K | — | New |
| Redwood Family Wealth LLC | 9.21K | $372.6K | $18.8K | Added$32K |
| Equitable Holdings, Inc. | 9.53K | $365.6K | — | New |
| Arkadios Wealth Advisors | 8.43K | $341.1K | $12.6K | Added$112.5K |
| PFG Investments, LLC | 7.25K | $293.4K | — | New |
| INDEPENDENT FINANCIAL GROUP, LLC | 7.08K | $286.7K | — | New |
| Tidemark, LLC | 6.79K | $274.7K | $14.4K | Added$14.5K |
| Atria Investments, Inc | 6.71K | $271.7K | — | New |
| SIMPLEX TRADING, LLC | 6.35K | $257K | — | New |
| INTEGRITY ALLIANCE, LLC. | 6.15K | $249K | — | New |
| Patriot Financial Group Insurance Agency, LLC | 6.11K | $247.4K | — | New |
| HighPoint Advisor Group LLC | 6.11K | $247.3K | — | New |
| Marion Wealth Management | 5.74K | $232.2K | — | New |
| MERCER GLOBAL ADVISORS INC /ADV | 5.65K | $228.7K | — | New |
| Clear Trail Advisors, LLC | 5.45K | $220.7K | $11.5K | Added$8.17K |
| Bison Wealth, LLC | 4.76K | $205.2K | — | New |
| BENJAMIN EDWARDS INC | 5.03K | $203.7K | — | New |
| JOURNEY STRATEGIC WEALTH LLC | 4.97K | $201.3K | — | New |
| Pinnacle Bancorp, Inc. | 3.43K | $138.7K | $7.27K | Added$7.27K |
| AdvisorNet Financial, Inc | 3.13K | $126.5K | $6.63K | Added$6.63K |
| AE Wealth Management LLC | 2.05K | $83.1K | $380 | Added$76.2K |
| Ancora Advisors LLC | 1.96K | $79.2K | $1.12K | Added$59K |
| GUARDIAN WEALTH ADVISORS, LLC / NC | 1.82K | $73.9K | — | New |
| Aptus Capital Advisors, LLC | 1.82K | $73.9K | $3.87K | Cut−$5.72K |
| Reyes Financial Architecture, Inc. | 1.49K | $60.2K | $3.15K | Cut−$1.31M |
| Qube Research & Technologies Ltd | 1.48K | $59.9K | — | New |
| Decker Retirement Planning Inc. | 1.17K | $47.4K | — | New |
| IFP Advisors, Inc | 1.12K | $45.4K | — | New |
| FIFTH THIRD BANCORP | 1K | $40.5K | — | New |
| Janney Montgomery Scott LLC | 839K | $34K | $1.64K | Added$4.34K |
| PNC Financial Services Group, Inc. | 800 | $32.4K | $1.7K | Added$1.7K |
| Allworth Financial LP | 641 | $26K | — | New |
| Federation des caisses Desjardins du Quebec | 618 | $25K | — | New |
| Triumph Capital Management | 603 | $24.4K | $1.07K | Added$5.11K |
| MORGAN STANLEY | 457 | $18.5K | $413 | Added$10.7K |
| ORG Wealth Partners, LLC | 401 | $16.2K | — | New |
| SWAN Capital LLC | 300 | $12.1K | — | New |
| CWM, LLC | 250 | $10.1K | $10.1K | Added$10.1K |
| ROTHSCHILD INVESTMENT LLC | 200 | $8.09K | — | New |
| SALEM INVESTMENT COUNSELORS INC | 200 | $8.09K | — | New |
| ASSETMARK, INC | 137 | $5.54K | $110 | Added$3.55K |
| Berbice Capital Management LLC | 100 | $4.05K | — | New |
| SHP Wealth Management | 89 | $3.61K | $195 | Cut−$2.14K |
| SIGNATUREFD, LLC | 85 | $3.44K | — | New |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 73 | $2.95K | — | New |
| JPMORGAN CHASE & CO | 58 | $2.26K | $37 | Cut−$8.44K |
| FARMERS & MERCHANTS INVESTMENTS INC | 25 | $1.01K | — | New |
| Legacy Wealth Managment, LLC/ID | 23 | $931 | — | New |
| CENTAURUS FINANCIAL, INC. | 3.54K | $143 | — | New |
| WELLS FARGO & COMPANY/MN | 1 | $53 | $16 | Cut−$22 |
| Capital Analysts, LLC | 426 | $17 | — | New |
| Roble, Belko & Company, Inc | 118 | $5 | $1 | Added$1 |