| MORGAN STANLEY | 767.6K | $20.2M | $510.5K | Added$1.24M |
| AMERIPRISE FINANCIAL INC | 748.6K | $19.7M | $511.8K | Added$609K |
| BANK OF AMERICA CORP /DE/ | 488.3K | $12.9M | $318K | Added$1.04M |
| RAYMOND JAMES FINANCIAL INC | 380.2K | $10M | $253.2K | Added$604.6K |
| Invesco Ltd. | 216.4K | $5.71M | $135.5K | Added$666.4K |
| Cable Car Capital, LP | 215K | $5.67M | — | New |
| WELLS FARGO & COMPANY/MN | 162.1K | $4.28M | $111.9K | Added$55K |
| LPL Financial LLC | 160.3K | $4.23M | $110.6K | Cut−$97.2K |
| Wealthspire Retirement, LLC | 124.4K | $3.28M | $84.3K | Added$144.3K |
| ROYAL BANK OF CANADA | 110.3K | $2.91M | $75.5K | Added$123K |
| Prairie Wealth Advisors, Inc. | 0 | $2.75M | — | Added$596.7K |
| Hennion & Walsh Asset Management, Inc. | 94.9K | $2.5M | $65.4K | Added$69.6K |
| UBS Group AG | 88.5K | $2.33M | $61.1K | Cut−$199.2K |
| OSAIC HOLDINGS, INC. | 84.4K | $2.23M | $58.2K | Added$14.2K |
| Cypress Capital Management LLC (WY) | 64.5K | $1.7M | $38.7K | Added$261.6K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 54.3K | $1.43M | $22.3K | Cut−$200K |
| Smith Asset Management Co., LLC | 53.3K | $1.41M | $36.7K | Added$38.7K |
| PURSUIT WEALTH STRATEGIES, LLC | 52.4K | $1.38M | $34.8K | Added$87.2K |
| Kestra Advisory Services, LLC | 49.9K | $1.32M | $34.4K | Added$37.2K |
| Yakira Capital Management, Inc. | 46.2K | $1.22M | — | New |
| PNC Financial Services Group, Inc. | 44.6K | $1.18M | $30.4K | Added$45.8K |
| American Institute for Advanced Investment Management, LLP | 37.1K | $977.8K | $11.7K | Added$487.2K |
| &PARTNERS | 34.8K | $915.6K | $19.9K | Added$38K |
| PMG Family Office LLC | 33.6K | $887.3K | $23.2K | Added$25.4K |
| COMMONWEALTH EQUITY SERVICES, LLC | 32.8K | $866K | $22.6K | Cut−$46.8K |
| Farther Finance Advisors, LLC | 28.7K | $765.6K | $29.2K | Added$12K |
| Everstar Asset Management, LLC | 29K | $765.4K | $20K | Cut−$26.2K |
| OpenArc Corporate Advisory, LLC | 28K | $738.9K | $19.3K | Added$19.3K |
| Quarry LP | 26.3K | $695K | — | New |
| BOOTHBAY FUND MANAGEMENT, LLC | 23.6K | $622.7K | — | New |
| Cetera Investment Advisers | 23.5K | $618.7K | $16.2K | Cut−$43.4K |
| Baird Financial Group, Inc. | 22.9K | $604.2K | $15.8K | Cut−$9.6K |
| Alpine Global Management, LLC | 22.7K | $598.1K | — | New |
| READYSTATE ASSET MANAGEMENT LP | 22.6K | $597.2K | — | New |
| B. Riley Wealth Advisors, Inc. | 20.8K | $537.5K | $3.43K | Added$18.9K |
| KEYBANK NATIONAL ASSOCIATION/OH | 19.6K | $516.8K | $13.5K | Cut−$84.4K |
| Z3 Capital Partners, LLC | 15.5K | $409.8K | $10.7K | Cut−$14.5K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 14.7K | $388.8K | $6.52K | Added$145.8K |
| STIFEL FINANCIAL CORP | 13.6K | $357.7K | $9.36K | Cut−$437.4K |
| Rockefeller Capital Management L.P. | 13.2K | $347.9K | $9.11K | Added$6.54K |
| Chancellor Financial Group WB LP | 12.6K | $332.6K | $7.94K | Added$37K |
| XTX Topco Ltd | 12.3K | $325.4K | — | New |
| D.A. DAVIDSON & CO. | 12.3K | $323.6K | $8.46K | Added$3.58K |
| M3 Advisory Group, LLC | 10.5K | $278.2K | $7.16K | Added$11.2K |
| TRUIST FINANCIAL CORP | 10K | $263.8K | $6.9K | Added$6.9K |
| LIBERTY SQUARE WEALTH PARTNERS LLC | 9.84K | $259.6K | $6.79K | Cut−$49.7K |
| SeaCrest Wealth Management, LLC | 9.6K | $253.1K | $6.61K | Added$6.69K |
| HighTower Advisors, LLC | 9.4K | $248K | $6.49K | Added$6.49K |
| Shaker Financial Services, LLC | 9K | $237.4K | — | New |
| Stronghold Wealth Management L.L.C. | 8.66K | $228.5K | $5.98K | Added$4K |
| NBC SECURITIES, INC. | 6.08K | $160.3K | $4.19K | Cut−$52K |
| US BANCORP \DE\ | 4.75K | $125.3K | $3.28K | Added$3.28K |
| FIFTH THIRD BANCORP | 4.67K | $123.3K | — | New |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 4.24K | $111.9K | $2.93K | Cut−$267.8K |
| HARBOUR INVESTMENTS, INC. | 3.96K | $104.3K | $1.78K | Added$38.1K |
| JPMORGAN CHASE & CO | 3.95K | $102.1K | — | New |
| Steward Partners Investment Advisory, LLC | 3.02K | $79.8K | $1.47K | Added$25.2K |
| MPWM ADVISORY SOLUTIONS, LLC | 2.91K | $76.7K | $1.39K | Added$25.1K |
| IFG Advisory, LLC | 2.62K | $69.2K | — | New |
| Sunbelt Securities, Inc. | 2K | $52.7K | — | New |
| IFP Advisors, Inc | 1.58K | $41.6K | $1.07K | Added$1.68K |
| Advisory Services Network, LLC | 1.03K | $27.2K | — | New |
| Kilter Group LLC | 1K | $26.4K | — | New |
| Hilltop National Bank | 800 | $21.1K | $552 | Added$552 |
| Larson Financial Group LLC | 715 | $18.9K | — | New |
| Winch Advisory Services, LLC | 668 | $17.6K | $446 | Added$710 |
| NewEdge Advisors, LLC | 13.7K | $13.7K | −$335.8K | Cut−$335.7K |
| Russell Investments Group, Ltd. | 223 | $5.89K | $168 | Added$168 |
| Triumph Capital Management | 200 | $5.28K | $138 | Added$138 |
| MAI Capital Management | 166 | $4.38K | $123 | Added$176 |
| McIlrath & Eck, LLC | 126 | $3.32K | $87 | Added$87 |
| SIT INVESTMENT ASSOCIATES INC | 105.1K | $2.77K | — | New |
| Cambridge Investment Research Advisors, Inc. | 101.2K | $2.67K | $53 | Added$667 |
| INGALLS & SNYDER LLC | 18.4K | $485 | $5 | Added$269 |
| Janney Montgomery Scott LLC | 18.2K | $480 | $12 | Added$25 |
| VALLEY NATIONAL ADVISERS INC | 65 | $1 | $0 | Held |