| LPL Financial LLC | 499.2K | $24.2M | −$394.4K | Cut−$590.6K |
| GOLDMAN SACHS GROUP INC | 450K | $21.8M | — | New |
| Advisory Services Network, LLC | 179.2K | $8.7M | −$141.6K | Cut−$608.3K |
| MOODY NATIONAL BANK TRUST DIVISION | 116.5K | $5.66M | −$85.6K | Added$308.5K |
| Flavin Financial Services, Inc. | 111K | $5.39M | −$87.2K | Cut−$58.6K |
| RAYMOND JAMES FINANCIAL INC | 97.9K | $4.75M | −$73.2K | Added$177.6K |
| BG Investment Services, LLC | 96.5K | $4.68M | −$61.6K | Added$834.5K |
| Geneva Partners, LLC | 70.1K | $3.4M | — | New |
| AXXCESS WEALTH MANAGEMENT, LLC | 70K | $3.4M | −$55.3K | Cut−$110.1K |
| MORGAN STANLEY | 65.1K | $3.16M | −$50.4K | Added$16.7K |
| OmniStar Financial Group, Inc. | 60.1K | $2.91M | −$39.7K | Added$469K |
| Mutual Advisors, LLC | 58.3K | $2.83M | — | New |
| Evergreen Private Wealth LLC | 54.5K | $2.64M | −$41.9K | Added$23.5K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 47.1K | $2.3M | — | New |
| COMMONWEALTH EQUITY SERVICES, LLC | 46K | $2.23M | −$34.3K | Added$91.7K |
| Kestra Advisory Services, LLC | 45.5K | $2.22M | −$21.7K | Added$170.3K |
| JANE STREET GROUP, LLC | 44.2K | $2.14M | — | New |
| JPMORGAN CHASE & CO | 37.5K | $1.8M | −$45K | Added$5.9K |
| Wise Wealth Partners | 36.6K | $1.77M | −$28.8K | Cut−$26.4K |
| Great Lakes Retirement, Inc. | 31.9K | $1.56M | −$23.8K | Added$119.9K |
| OSAIC HOLDINGS, INC. | 30.9K | $1.5M | −$25.2K | Cut−$921K |
| Cetera Investment Advisers | 26.5K | $1.28M | −$4.34K | Added$1.01M |
| Sigma Planning Corp | 21K | $1.02M | −$16.2K | Added$5.95K |
| Merit Financial Group, LLC | 18.5K | $897.4K | −$14.6K | Cut−$1.4M |
| ENVESTNET ASSET MANAGEMENT INC | 15.5K | $753.9K | −$8.86K | Added$199.9K |
| CAPTRUST FINANCIAL ADVISORS | 15.5K | $750.9K | −$12.2K | Cut−$11.9K |
| Stonebridge Financial Planning Group, LLC | 13.8K | $669.5K | −$10.9K | Cut−$123.8K |
| Townsend Financial Planning, LLC | 13K | $630.6K | — | New |
| Breakwater Capital Group | 12.4K | $603.3K | −$9.06K | Added$37.3K |
| MML INVESTORS SERVICES, LLC | 11.8K | $573.5K | −$8.28K | Added$58.4K |
| CIBC WORLD MARKET INC. | 11.7K | $570.1K | −$9.28K | Cut−$15.4K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 10.8K | $522.2K | −$8.31K | Added$4.45K |
| Citadel | 10.4K | $503.4K | — | New |
| TRUIST FINANCIAL CORP | 9.81K | $476.2K | −$7.75K | Cut−$7.75K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 9.71K | $471.3K | −$7.67K | Cut−$38.6K |
| FORONJY FINANCIAL LLC | 8.79K | $426.4K | −$6.92K | Cut−$4.54K |
| NWF Advisory Services Inc. | 8.28K | $401.8K | −$6.54K | Cut−$6.54K |
| Storgate, LLC | 6.78K | $328.9K | −$5.35K | Cut−$5.35K |
| Freestate Advisors LLC | 6.01K | $291.9K | −$4.64K | Added$1.62K |
| Shared Vision Wealth Group LLC | 5.87K | $284.9K | −$6.11K | Cut−$6.11K |
| JONES FINANCIAL COMPANIES LLLP | 5.88K | $284.5K | −$765 | Added$245.5K |
| Integrated Wealth Concepts LLC | 5.64K | $273.7K | −$4.28K | Added$7.32K |
| KINTRA WEALTH, LLC | 5.33K | $258.8K | — | New |
| Prepared Retirement Institute LLC | 5K | $242.5K | −$3.88K | Added$49 |
| Eagle Wealth Advisors LLC | 4.94K | $241.3K | −$4.07K | Cut−$4.07K |
| Clearstead Trust, LLC | 4.61K | $224K | −$3.65K | Cut−$3.65K |
| ROYAL BANK OF CANADA | 4.56K | $222K | −$2.37K | Cut−$7K |
| IFP Advisors, Inc | 2.59K | $125.5K | −$2.04K | Cut−$19.1K |
| HARBOUR INVESTMENTS, INC. | 2.02K | $98.1K | −$178 | Added$87K |
| Glass Jacobson Investment Advisors llc | 1.85K | $89.8K | −$1.44K | Added$18 |
| Fidelity | 1.76K | $85.7K | −$1.39K | Cut−$6.71K |
| Financial Management Professionals, Inc. | 1.49K | $72.9K | −$1.23K | Cut−$22.4M |
| Sunbelt Securities, Inc. | 1.29K | $62.7K | −$1.04K | Cut−$147.3K |
| AE Wealth Management LLC | 1.2K | $58.2K | −$948 | Cut−$948 |
| Larson Financial Group LLC | 1K | $48.5K | −$790 | Cut−$790 |
| Golden State Wealth Management, LLC | 953 | $46.3K | −$752 | Cut−$26.8K |
| TD Waterhouse Canada Inc. | 766 | $37.2K | −$459 | Cut−$459 |
| Cullen/Frost Bankers, Inc. | 710 | $34.5K | −$527 | Added$7 |
| UBS Group AG | 280 | $13.6K | −$221 | Cut−$12.3K |
| LAM GROUP, INC. | 255 | $12.4K | — | New |
| Arax Advisory Partners | 246 | $11.9K | −$194 | Cut−$24.9K |
| NBC SECURITIES, INC. | 232 | $11.3K | −$183 | Cut−$183 |
| Steward Partners Investment Advisory, LLC | 217 | $10.5K | −$172 | Cut−$172 |
| Godfrey Financial Associates, Inc. | 206 | $9.97K | −$163 | Cut−$18 |
| SHP Wealth Management | 200 | $9.71K | −$158 | Cut−$158 |
| EverSource Wealth Advisors, LLC | 186 | $9.04K | −$144 | Added$2 |
| AdvisorNet Financial, Inc | 112 | $5.42K | −$96 | Added$1 |
| Western Wealth Management, LLC | 70 | $3.4K | — | New |
| Cambridge Investment Research Advisors, Inc. | 17.8K | $865 | −$13 | Added$47 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 10 | $485 | −$8 | Cut−$8 |
| Janney Montgomery Scott LLC | 5.45K | $265 | −$4 | Cut−$4 |
| Frazier Financial Advisors, LLC | 1 | $59 | $0 | Held |
| WELLS FARGO & COMPANY/MN | 0 | $17 | — | Cut−$21 |
| Covestor Ltd | 100 | $5 | $0 | Held |