| LPL Financial LLC | 284.5K | $19.4M | $1.2M | Added$1.74M |
| Cetera Investment Advisers | 142.7K | $9.73M | $591.8K | Added$1.03M |
| Kestra Advisory Services, LLC | 112.5K | $7.67M | $466.6K | Added$808.9K |
| RAYMOND JAMES FINANCIAL INC | 103K | $7.02M | $395.1K | Added$1.21M |
| KWMG, LLC | 100.8K | $6.87M | $435.3K | Added$467.3K |
| UBS Group AG | 88.2K | $6.02M | $382.9K | Added$262.1K |
| COMMONWEALTH EQUITY SERVICES, LLC | 72.2K | $4.92M | $313.3K | Cut−$806.8K |
| HighTower Advisors, LLC | 56.4K | $3.84M | $194.8K | Added$979.1K |
| Rockefeller Capital Management L.P. | 48.8K | $3.32M | $211.6K | Added$210.5K |
| NORTHSTAR ASSET MANAGEMENT Co | 39.4K | $2.69M | $171.1K | Added$164.7K |
| ROYAL BANK OF CANADA | 38.9K | $2.65M | $92K | Added$1.3M |
| Advantage Trust Co | 37.3K | $2.54M | $154.3K | Added$269.9K |
| Financial Freedom, LLC | 37K | $2.52M | $159.6K | Added$175.1K |
| CITIGROUP INC | 34K | $2.32M | $130.1K | Added$402.7K |
| Baird Financial Group, Inc. | 32.5K | $2.22M | $141.1K | Added$102.4K |
| OneDigital Investment Advisors LLC | 32.4K | $2.21M | $140.5K | Cut−$19.7K |
| OSAIC HOLDINGS, INC. | 28.5K | $1.94M | $123.4K | Cut−$127.1K |
| Moran Wealth Management, LLC | 28.2K | $1.92M | $101.8K | Added$426.1K |
| Aptus Capital Advisors, LLC | 26.4K | $1.8M | $114.5K | Added$114.5K |
| GUARDIAN WEALTH ADVISORS, LLC / NC | 26.3K | $1.79M | $114K | Added$114K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 23.9K | $1.63M | — | New |
| CROSSPOINT FINANCIAL, LLC | 20.9K | $1.42M | $90.6K | Added$26.7K |
| BANK OF AMERICA CORP /DE/ | 17.7K | $1.21M | $77K | Cut−$262.7K |
| HARBOUR INVESTMENTS, INC. | 17.2K | $1.17M | $74.5K | Added$58.4K |
| Creative Planning | 16K | $1.09M | $68.6K | Added$84K |
| Waverly Advisors, LLC | 14.5K | $990.8K | $59.9K | Added$109.5K |
| STIFEL FINANCIAL CORP | 13.5K | $917.9K | $58.4K | Added$58.5K |
| MORGAN STANLEY | 13.4K | $913.1K | $46.9K | Added$223.6K |
| U.S. Capital Wealth Advisors, LLC | 12.7K | $866.2K | $52.4K | Added$94.6K |
| OPPENHEIMER & CO INC | 12.5K | $852.2K | $54.2K | Added$54.2K |
| OAK FAMILY ADVISORS, LLC | 11.9K | $811K | $51.6K | Cut−$148 |
| Strategic Family Wealth Counselors, L.L.C. | 11.6K | $788.8K | $40.2K | Added$50K |
| Equitable Holdings, Inc. | 12.2K | $778.7K | −$0 | Added$329.7K |
| EHRLICH FINANCIAL GROUP | 10.7K | $729.7K | — | New |
| SEARLE & CO. | 10.5K | $718.2K | $45.7K | Added$45.7K |
| HT Partners LLC | 10.3K | $705.3K | $44.9K | Added$44.9K |
| Intrua Financial, LLC | 9.71K | $662K | $42.1K | Added$42.1K |
| Frisch Financial Group, Inc. | 9.43K | $642.5K | $40.9K | Added$41.2K |
| Apollon Wealth Management, LLC | 9.31K | $635.1K | $40.4K | Added$40.4K |
| Joel Isaacson & Co., LLC | 8.99K | $612.9K | $39K | Added$39.5K |
| Mariner, LLC | 8.74K | $595.7K | $37.9K | Cut−$37.7K |
| Larson Financial Group LLC | 8.64K | $589.4K | $36.3K | Added$55.7K |
| Independent Advisor Alliance | 8.4K | $572.6K | — | New |
| Private Advisor Group, LLC | 8.35K | $569.6K | $35.4K | Added$49.4K |
| Federation des caisses Desjardins du Quebec | 8.15K | $555.6K | $35.4K | Added$35.4K |
| SCOTIA CAPITAL INC. | 7.71K | $525.9K | $31.9K | Added$56K |
| KINGSWOOD WEALTH ADVISORS, LLC | 7.53K | $513.5K | $32K | Added$42.3K |
| Fidelity | 7.24K | $493.8K | $27.6K | Added$86.9K |
| Snowden Capital Advisors LLC | 7.22K | $492.4K | $31.3K | Added$3.63K |
| KINTRA WEALTH, LLC | 7.15K | $487.6K | — | New |
| HBK Sorce Advisory LLC | 4.94K | $450.8K | — | New |
| Kovack Advisors, Inc. | 6.45K | $446.9K | $17.4K | Added$244.9K |
| Prospera Financial Services Inc | 6.44K | $439.4K | $28K | Added$17.1K |
| ENVESTNET ASSET MANAGEMENT INC | 6.31K | $430.3K | — | New |
| PNC Financial Services Group, Inc. | 6.23K | $424.9K | $27K | Cut−$4.36M |
| Orion Porfolio Solutions, LLC | 6.11K | $416.9K | — | New |
| CWM, LLC | 6.04K | $411.8K | $409.7K | Added$411.4K |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 5.79K | $394.5K | — | New |
| Fortune Financial Group, Inc. | 5.75K | $391.8K | $384.3K | Added$391.4K |
| Farther Finance Advisors, LLC | 5.58K | $386.9K | $27.4K | Added$71.5K |
| Tempo Wealth, LLC | 5.49K | $374.1K | $23.7K | Added$25.6K |
| Tradition Wealth Management, LLC | 5.22K | $356.2K | $22.7K | Added$22.9K |
| Beaumont Financial Advisors, LLC | 5.17K | $352.3K | $22.4K | Added$22.5K |
| Wealthfront Advisers LLC | 5.11K | $348.5K | $22.2K | Added$9.61K |
| Stratos Wealth Partners, LTD. | 5.09K | $346.9K | $22K | Added$22.6K |
| MML INVESTORS SERVICES, LLC | 5.05K | $344.2K | $21.9K | Added$18.5K |
| SeaCrest Wealth Management, LLC | 4.97K | $339K | $15.4K | Added$12.4K |
| IHT Wealth Management, LLC | 4.87K | $332.1K | $21.2K | Cut−$44.9K |
| Symphony Financial Services, Inc. | 4.77K | $325.1K | $20.7K | Added$20.8K |
| Claro Advisors Inc. | 4.7K | $320.1K | $20.4K | Added$17.2K |
| Concurrent Investment Advisors, LLC | 4.67K | $318.5K | $16.1K | Added$81.4K |
| J.W. COLE ADVISORS, INC. | 4.65K | $317.2K | $18.7K | Added$42.4K |
| GAMMA Investing LLC | 4.64K | $316.3K | $20.1K | Cut−$264.9K |
| Keating Financial Advisory Services, Inc. | 4.48K | $305.2K | $19.4K | Added$19.4K |
| World Investment Advisors | 4.47K | $304.8K | $19.4K | Added$19.4K |
| EAGLE WEALTH STRATEGIES LLC | 4.36K | $296.9K | $18.9K | Added$19.3K |
| Clark Capital Management Group, Inc. | 4.29K | $292.4K | $18.6K | Added$18.6K |
| Insight Inv LLC | 4.17K | $284.1K | $18.1K | Cut−$7.45K |
| EverSource Wealth Advisors, LLC | 4.11K | $280K | — | New |
| Csenge Advisory Group | 4.09K | $279.1K | $17.8K | Added$17.8K |
| HUB Investment Partners, LLC | 4.08K | $278.4K | $17.3K | Added$24.1K |
| AE Wealth Management LLC | 4.04K | $275.3K | $14.9K | Added$55.5K |
| RETIREMENT PLANNING GROUP, LLC / NY | 4.03K | $274.6K | $17.5K | Added$17.5K |
| Palumbo Wealth Management LLC | 4K | $272.7K | $17.4K | Added$17.4K |
| ARMSTRONG ADVISORY GROUP, INC | 3.89K | $265K | $16.9K | Added$17K |
| American Institute for Advanced Investment Management, LLP | 3.88K | $264.2K | $16.8K | Added$16.8K |
| Vontobel Holding Ltd. | 3.8K | $259.1K | $16.5K | Cut−$619.3K |
| Resolute Wealth Strategies, LLC | 3.74K | $254.7K | $16.2K | Cut−$18.1K |
| AlphaStar Capital Management, LLC | 3.73K | $254.1K | $16.2K | Added$16.2K |
| CITIZENS FINANCIAL GROUP INC/RI | 3.6K | $245.2K | $15.6K | Added$15.6K |
| TRUIST FINANCIAL CORP | 3.58K | $244.3K | — | New |
| ACIMA PRIVATE WEALTH, LLC | 3.47K | $236.8K | $15.1K | Added$15.1K |
| LexAurum Advisors, LLC | 3.37K | $229.7K | — | Held |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 3.19K | $228.6K | $17.8K | Cut−$97.2K |
| COFG Advisors, LLC | 3.33K | $226.8K | — | New |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 3.24K | $221K | $14.1K | Added$10.6K |
| WELLS FARGO & COMPANY/MN | 3.2K | $218.2K | $3.05K | Added$173.5K |
| Sanctuary Advisors, LLC | 3.17K | $216.3K | $13.8K | Added$4.24K |
| Spire Wealth Management | 3.14K | $214.1K | $13.6K | Added$13.7K |
| RFG Advisory, LLC | 3.12K | $212.3K | — | New |
| Beacon Pointe Advisors, LLC | 2.99K | $203.6K | — | New |
| NATIONAL BANK OF CANADA /FI/ | 2.62K | $178.4K | $11.4K | Added$11.4K |
| Steward Partners Investment Advisory, LLC | 2.41K | $164.4K | $10.2K | Added$14.9K |
| TD Waterhouse Canada Inc. | 2.35K | $163.2K | $12.9K | Added$12.9K |
| AlphaCore Capital LLC | 2.39K | $162.9K | $10.4K | Added$6.54K |
| JPMORGAN CHASE & CO | 2.1K | $136.8K | $2.52K | Added$12.7K |
| Advisory Services Network, LLC | 1.94K | $132.5K | — | New |
| BlackRock, Inc. | 1.25K | $85.6K | $1.1K | Added$69.3K |
| Crews Bank & Trust | 1.25K | $85.2K | $5.42K | Added$5.42K |
| PARK NATIONAL CORP /OH/ | 1.23K | $83.5K | — | New |
| MAI Capital Management | 1.21K | $82.4K | $5.24K | Cut−$18.6K |
| Osbon Capital Management LLC | 1.13K | $76.7K | $4.88K | Added$3.42K |
| Western Wealth Management, LLC | 1.12K | $76.1K | — | New |
| FIFTH THIRD BANCORP | 929 | $63.3K | $4.03K | Added$4.03K |
| OAK HARBOR WEALTH PARTNERS, LLC | 924 | $63K | — | New |
| SALEM INVESTMENT COUNSELORS INC | 917 | $62.5K | — | New |
| Parallel Advisors, LLC | 897 | $61.2K | $3.92K | Added$3.92K |
| Cypress Capital Management LLC (WY) | 862 | $58.8K | $3.74K | Added$3.74K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 826 | $56.3K | $3.45K | Added$5.5K |
| BANK OF MONTREAL /CAN/ | 784 | $53.4K | $3.4K | Cut−$29.2K |
| KERR FINANCIAL PLANNING Corp | 602 | $47.6K | $8.79K | Cut−$30K |
| HOWE & RUSLING INC | 600 | $40.9K | $2.6K | Added$2.6K |
| Anchor Investment Management, LLC | 575 | $39.2K | $2.5K | Added$2.5K |
| BASSO CAPITAL MANAGEMENT, L.P. | 564 | $38.5K | — | New |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 524 | $35.7K | $2.27K | Added$2.27K |
| NBC SECURITIES, INC. | 510 | $34.8K | $2.19K | Added$2.26K |
| AMERIFLEX GROUP, INC. | 500 | $34.1K | $2.17K | Added$2.17K |
| Allworth Financial LP | 406 | $27.7K | $886 | Added$14.7K |
| Crewe Advisors LLC | 400 | $27.3K | $1.74K | Added$1.74K |
| BROWN BROTHERS HARRIMAN & CO | 400 | $27.3K | $1.74K | Added$1.74K |
| Front Row Advisors LLC | 400 | $27.3K | $1.74K | Added$1.74K |
| CoreCap Advisors, LLC | 365 | $24.9K | $1.65K | Added$375 |
| AdvisorNet Financial, Inc | 279 | $19K | $1.22K | Added$1.22K |
| JFS WEALTH ADVISORS, LLC | 250 | $17K | $1.09K | Added$1.08K |
| Atlantic Union Bankshares Corp | 229 | $15.6K | $993 | Added$993 |
| Parkside Financial Bank & Trust | 196 | $13.4K | $869 | Added$869 |
| ASSETMARK, INC | 183 | $12.5K | $794 | Added$794 |
| Advocate Investing Services LLC | 181 | $12.3K | $325 | Added$7.55K |
| Golden State Wealth Management, LLC | 163 | $11.1K | $708 | Added$708 |
| Sunbelt Securities, Inc. | 162 | $11K | $703 | Added$703 |
| US BANCORP \DE\ | 120 | $8.18K | $521 | Added$521 |
| Tower Research Capital LLC (TRC) | 104 | $7.09K | $126 | Added$5.24K |
| Russell Investments Group, Ltd. | 100 | $6.82K | $436 | Added$436 |
| Dunhill Financial, LLC | 86 | $5.91K | $440 | Added$376 |
| Activest Wealth Management | 80 | $5.45K | — | New |
| Cambridge Investment Research Advisors, Inc. | 77.8K | $5.3K | $60 | Added$4.43K |
| Bogart Wealth, LLC | 45 | $3.07K | $195 | Added$195 |
| Darwin Wealth Management, LLC | 35 | $2.39K | $155 | Cut−$7.2K |
| GILL CAPITAL PARTNERS, LLC | 34 | $2.32K | — | New |
| JONES FINANCIAL COMPANIES LLLP | 25 | $1.68K | — | New |
| Your Advocates Ltd., LLP | 24 | $1.65K | $87 | Added$362 |
| Murphy & Mullick Capital Management Corp | 20 | $1.36K | $87 | Added$87 |
| WEDBUSH SECURITIES INC | 18.2K | $1.24K | $71 | Added$197 |
| IFP Advisors, Inc | 18 | $1.23K | $78 | Added$78 |
| Janney Montgomery Scott LLC | 17.7K | $1.21K | $76 | Added$96 |
| Central Pacific Bank - Trust Division | 17 | $1.16K | $74 | Added$74 |
| VALLEY NATIONAL ADVISERS INC | 7.63K | $520 | $34 | Added$30 |
| Aurora Private Wealth, Inc. | 4.19K | $267 | $1 | Cut−$36 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | 3.36K | $229 | $15 | Added$15 |
| Smithfield Trust Co | 1.83K | $125 | $8 | Added$8 |
| Kingdom Financial Group LLC. | 0 | $15 | — | Added$1 |
| Lloyd Advisory Services, LLC. | 0 | $15 | — | New |