| AE Wealth Management LLC | 1.52M | $87.9M | $6.02M | Added$17.3M |
| Lido Advisors, LLC | 654.7K | $37.7M | $3.24M | Added$4.99M |
| ENVESTNET ASSET MANAGEMENT INC | 228K | $13.1M | $170K | Added$11.2M |
| AGF MANAGEMENT LTD | 113.2K | $6.52M | $512.5K | Added$514.8K |
| Cetera Investment Advisers | 101K | $5.82M | $64.1K | Added$5.07M |
| COMMONWEALTH EQUITY SERVICES, LLC | 87.5K | $5.04M | $374.8K | Added$648.5K |
| Certified Advisory Corp | 81.3K | $4.69M | $340.8K | Added$689.6K |
| LPL Financial LLC | 77.7K | $4.48M | $254.9K | Added$1.49M |
| Creative Planning | 69.2K | $3.99M | — | New |
| Steward Partners Investment Advisory, LLC | 65.5K | $3.78M | $279.4K | Added$502K |
| MORGAN STANLEY | 58.2K | $3.36M | $238.5K | Added$559.9K |
| GOLDMAN SACHS GROUP INC | 50K | $2.88M | $226.5K | Added$226.5K |
| Bank of New York Mellon Corp | 49.7K | $2.87M | — | New |
| OSAIC HOLDINGS, INC. | 42.9K | $2.48M | $191.7K | Cut−$1.46M |
| Kovitz Investment Group Partners, LLC | 42.1K | $2.42M | $190.5K | Cut−$2.7M |
| Lifeworks Advisors, LLC | 38.6K | $2.22M | $174.7K | Cut−$136K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 37.1K | $2.14M | $167.9K | Cut−$352.6K |
| Peak Financial Management, Inc. | 34.2K | $1.97M | $154.7K | Added$107.8K |
| MATHER GROUP, LLC. | 31.8K | $1.83M | $144.1K | Added$130.6K |
| Beaumont Financial Advisors, LLC | 31K | $1.78M | $125.7K | Added$310.5K |
| Sunbelt Securities, Inc. | 30.5K | $1.76M | $138.2K | Added$117.1K |
| BANK OF AMERICA CORP /DE/ | 29.8K | $1.72M | $135K | Cut−$209.5K |
| Wealth Alliance Advisory Group, LLC | 29K | $1.67M | $118.8K | Added$280.5K |
| STIFEL FINANCIAL CORP | 28.7K | $1.66M | $130.2K | Added$109.3K |
| Elevated Capital Advisors, LLC | 27.7K | $1.6M | $125.4K | Cut−$125.2K |
| Centerline Wealth Advisors, LLC | 26.8K | $1.54M | $121.3K | Cut−$971.6K |
| Yoder Wealth Management, Inc. | 25K | $1.44M | $113.2K | Added$97.5K |
| JPMORGAN CHASE & CO | 24.6K | $1.39M | $78.5K | Cut−$392.2K |
| Corient Private Wealth LLC | 23.2K | $1.34M | $105K | Added$19.1K |
| Wealthcare Advisory Partners LLC | 23.1K | $1.33M | $104.5K | Added$89.7K |
| Trail Ridge Investment Advisors, LLC | 19.2K | $1.1M | $86.9K | Added$246 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 18.5K | $1.07M | — | New |
| PENOBSCOT WEALTH MANAGEMENT | 16.5K | $953.3K | $63.8K | Added$205.4K |
| SeaCrest Wealth Management, LLC | 16.5K | $950.3K | $42.3K | Added$48K |
| TOUNJIAN ADVISORY PARTNERS, LLC | 14.4K | $832.1K | $65.4K | Added$39.4K |
| Fidelity | 14.4K | $830.4K | $61.1K | Added$113.7K |
| Smith Salley Wealth Management | 13.7K | $792.4K | $61.3K | Added$74.4K |
| OneAscent Financial Services LLC | 13.5K | $776.3K | $57.7K | Added$99.4K |
| RAYMOND JAMES FINANCIAL INC | 13.1K | $752.5K | $51.4K | Added$149.4K |
| CITIGROUP INC | 12.7K | $733.3K | $37.3K | Added$296.2K |
| AMERICAN NATIONAL BANK & TRUST | 12K | $694K | $33.7K | Added$298.5K |
| WELLS FARGO & COMPANY/MN | 11.5K | $660.6K | $51.9K | Added$37.5K |
| LYNCH & ASSOCIATES/IN | 11.3K | $652.1K | $50.6K | Added$58.5K |
| LEVEL FOUR ADVISORY SERVICES, LLC | 11.2K | $648.3K | $51K | Added$51K |
| JONES FINANCIAL COMPANIES LLLP | 9.94K | $558.9K | $14.9K | Added$305.2K |
| Traynor Capital Management, Inc. | 9.86K | $555.2K | $19K | Added$237.9K |
| ROYAL BANK OF CANADA | 9.3K | $536K | $42K | Cut−$372K |
| PRINCIPAL SECURITIES, INC. | 9.22K | $531.7K | $25.7K | Added$229.9K |
| Essex Financial Services, Inc. | 8.61K | $496.2K | $27.8K | Added$170.3K |
| Jacobs Equity LLC | 8.57K | $494.1K | $29.4K | Added$149.2K |
| Snowden Capital Advisors LLC | 8.52K | $491K | $38.5K | Added$31.8K |
| Kestra Advisory Services, LLC | 8.42K | $485.1K | $8.8K | Added$382.1K |
| Heck Capital Advisors, LLC | 8.39K | $483.5K | $38K | Cut−$336.9K |
| HighTower Advisors, LLC | 7.84K | $451.9K | $35.5K | Cut−$31.1K |
| Jaffetilchin Investment Partners, LLC | 7.5K | $432.3K | — | New |
| KDK Private Wealth Management, LLC | 6.99K | $403.1K | $31.7K | Added$31.5K |
| GWN SECURITIES INC. | 6.51K | $375K | $29.4K | Added$26.9K |
| Mariner, LLC | 6.04K | $348K | $26.7K | Added$34.6K |
| Centennial Wealth Advisory LLC | 5.85K | $337.2K | $24.1K | Added$54.5K |
| MARSHALL WACE, LLP | 5.8K | $334.1K | — | New |
| SCS Capital Management LLC | 5.79K | $333.6K | $26.2K | Added$26.2K |
| CWM, LLC | 5.36K | $308.8K | $94.7K | Added$308.7K |
| Strengthening Families & Communities, LLC | 5.2K | $299.8K | — | New |
| Transamerica Financial Advisors, LLC | 5.04K | $290.4K | — | New |
| Robertson Stephens Wealth Management, LLC | 4.87K | $280.6K | $22.1K | Added$17.8K |
| WEALTHGARDEN F.S. LLC | 4.87K | $280.4K | −$6.66K | Cut−$6.66K |
| UBS Group AG | 4.85K | $279.4K | $7.91K | Added$186.7K |
| Targeted Financial Services LLC | 4.83K | $278.3K | $21.9K | Added$5.78K |
| SWEENEY & MICHEL, LLC | 4.49K | $272.4K | −$7.43K | Cut−$6.64K |
| Advisory Services Network, LLC | 4.3K | $247.9K | $19.5K | Added$18.4K |
| Monte Financial Group, LLC | 4.22K | $243.3K | $17.8K | Added$34.8K |
| Independent Advisor Alliance | 4.08K | $235.5K | — | New |
| Meridian Wealth Management, LLC | 3.97K | $228.8K | $18K | Added$2.14K |
| HARBOUR INVESTMENTS, INC. | 3.73K | $214.9K | $886 | Added$204.5K |
| Modera Wealth Management, LLC | 3.69K | $212.8K | — | New |
| Cullen/Frost Bankers, Inc. | 3.61K | $207.8K | — | New |
| Rosenberg Matthew Hamilton | 3.57K | $205.9K | $16.2K | Added$16.2K |
| IFP Advisors, Inc | 2.56K | $147.6K | $11.6K | Added$11.9K |
| MAI Capital Management | 2.55K | $146.8K | $11.5K | Added$12.2K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 2.25K | $129.4K | $8.82K | Added$25.9K |
| Sachetta, LLC | 2.17K | $124.8K | $9.79K | Added$9.84K |
| Tower Research Capital LLC (TRC) | 2.1K | $120.9K | — | New |
| FIFTH THIRD BANCORP | 1.87K | $107.9K | $928 | Added$97K |
| Arax Advisory Partners | 1.4K | $80.4K | $6.32K | Cut−$41.5K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1.07K | $61.5K | $4.83K | Added$5K |
| Larson Financial Group LLC | 1K | $57.6K | — | New |
| Qube Research & Technologies Ltd | 761 | $43.9K | $3.45K | Cut−$14.2K |
| Farther Finance Advisors, LLC | 685 | $40K | $42 | Added$39.6K |
| Decker Retirement Planning Inc. | 689 | $39.7K | $3.12K | Added$3.12K |
| Geneos Wealth Management Inc. | 655 | $37.8K | $2.97K | Added$2.38K |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 626 | $36.1K | $2.84K | Added$2.84K |
| Glen Eagle Advisors, LLC | 566 | $32.6K | $2.56K | Added$2.56K |
| Rockefeller Capital Management L.P. | 545 | $31.4K | $2.46K | Added$2.57K |
| Atlantic Union Bankshares Corp | 519 | $29.9K | $2.35K | Added$2.35K |
| Caldwell Trust Co | 500 | $28.8K | $2.27K | Added$2.27K |
| SIMPLEX TRADING, LLC | 490 | $28.2K | — | New |
| Financial Perspectives, Inc | 448 | $25.8K | $2.01K | Added$2.07K |
| Sage Mountain Advisors LLC | 374 | $21.6K | $1.69K | Added$1.69K |
| Federation des caisses Desjardins du Quebec | 334 | $19.3K | $1.51K | Cut−$1.28M |
| WealthShield Partners, LLC | 320 | $18.4K | $1.45K | Added$1.45K |
| AdvisorNet Financial, Inc | 300 | $17.3K | $1.36K | Added$1.36K |
| Banque Transatlantique SA | 234 | $13.5K | — | New |
| Quest 10 Wealth Builders, Inc. | 212 | $12.2K | — | New |
| Rossby Financial, LCC | 201 | $11.7K | $326 | Added$8.44K |
| NewEdge Advisors, LLC | 11.6K | $11.6K | −$290.5K | Cut−$284.4K |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | 196 | $11.3K | — | New |
| Godfrey Financial Associates, Inc. | 160 | $9.22K | $453 | Added$3.91K |
| Versant Capital Management, Inc | 157 | $9.05K | $711 | Cut−$10.6K |
| CVA Family Office, LLC | 149 | $8.59K | $675 | Added$675 |
| Arlington Trust Co LLC | 100 | $5.76K | $453 | Added$453 |
| Capital Investment Advisory Services, LLC | 100 | $5.76K | $453 | Added$453 |
| LRI Investments, LLC | 100 | $5.76K | $453 | Added$453 |
| Central Pacific Bank - Trust Division | 76 | $4.38K | $345 | Added$345 |
| Heritage Wealth Advisors | 75 | $4.32K | $340 | Added$340 |
| Signature Resources Capital Management, LLC | 56 | $3.23K | $254 | Added$254 |
| Physician Wealth Advisors, Inc. | 50 | $2.88K | $226 | Added$226 |
| Legacy Bridge, LLC | 50 | $2.88K | $226 | Added$226 |
| Founders Financial Alliance, LLC | 45 | $2.59K | $204 | Added$204 |
| Allworth Financial LP | 40 | $2.31K | $181 | Added$181 |
| NATIONAL BANK OF CANADA /FI/ | 29 | $1.67K | — | New |
| Truvestments Capital LLC | 28 | $1.61K | — | New |
| ASSETMARK, INC | 27 | $1.56K | — | New |
| Operose Advisors LLC | 27 | $1.56K | — | New |
| Key Capital Management, INC | 22 | $1.27K | $81 | Added$312 |
| US BANCORP \DE\ | 19 | $1.09K | $86 | Cut−$923 |
| Cambridge Investment Research Advisors, Inc. | 15.7K | $907 | $69 | Added$95 |
| PARK AVENUE SECURITIES LLC | 13.4K | $773 | — | New |
| TD Waterhouse Canada Inc. | 13 | $756 | — | New |
| Legacy Wealth Managment, LLC/ID | 6 | $346 | — | New |
| CENTAURUS FINANCIAL, INC. | 2.71K | $156 | — | New |
| CX Institutional | 1.76K | $102 | $8 | Cut−$8 |
| Raleigh Capital Management Inc. | 1 | $47 | $4 | Added$4 |
| Strategic Wealth Partners, Ltd. | 1 | $42 | $4 | Added$4 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 0 | $2 | — | New |