| MORGAN STANLEY | 414.3K | $19.3M | $777.9K | Cut−$3.1M |
| WELLS FARGO & COMPANY/MN | 342.8K | $15.9M | $550.1K | Added$2.86M |
| LPL Financial LLC | 260.6K | $12.1M | $470.8K | Added$927K |
| UBS Group AG | 249.7K | $11.6M | $469K | Cut−$439K |
| ROYAL BANK OF CANADA | 165.9K | $7.71M | $311.2K | Cut−$289K |
| BANK OF AMERICA CORP /DE/ | 120.7K | $5.61M | $226.6K | Added$79.3K |
| CIBC Bancorp USA Inc. | 101.5K | $4.72M | — | Held |
| FIRST TRUST ADVISORS LP | 76.4K | $3.55M | $141.4K | Cut−$149.6K |
| TWO SIGMA INVESTMENTS, LP | 75.8K | $3.52M | $142.3K | Cut−$3.41M |
| Wealthspire Advisors, LLC | 74.9K | $3.48M | $140.7K | Added$107.8K |
| OPPENHEIMER & CO INC | 70.9K | $3.3M | $133.2K | Cut−$749.7K |
| COMMONWEALTH EQUITY SERVICES, LLC | 60.7K | $2.82M | $113.9K | Cut−$314.6K |
| GOLDMAN SACHS GROUP INC | 59.3K | $2.76M | — | New |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 45.5K | $2.11M | $34.3K | Added$1.3M |
| Cetera Investment Advisers | 44.4K | $2.06M | $83.4K | Cut−$18.6K |
| TRUIST FINANCIAL CORP | 42.7K | $1.98M | $80.1K | Cut−$475.5K |
| RAYMOND JAMES FINANCIAL INC | 41.8K | $1.94M | $78.6K | Cut−$44.7K |
| ENVESTNET ASSET MANAGEMENT INC | 36.3K | $1.69M | $68.1K | Added$52.7K |
| Evelyn Partners Investment Management (Europe) Ltd | 35.3K | $1.64M | $65.9K | Added$73.5K |
| Wealthfront Advisers LLC | 34.5K | $1.6M | $64.6K | Added$69.7K |
| JONES FINANCIAL COMPANIES LLLP | 33.3K | $1.52M | $32.1K | Added$225.6K |
| Forty-three Eighteen Advisors, LLC | 31.9K | $1.48M | — | New |
| STIFEL FINANCIAL CORP | 31.5K | $1.46M | $59.1K | Cut−$130.7K |
| OSAIC HOLDINGS, INC. | 29.2K | $1.36M | $54.8K | Cut−$1.05M |
| Nilsine Partners, LLC | 21.3K | $1.22M | — | New |
| AMERIPRISE FINANCIAL INC | 26.1K | $1.21M | $49.1K | Cut−$140.5K |
| Gladstone Institutional Advisory LLC | 25K | $1.16M | — | New |
| GTS SECURITIES LLC | 23.6K | $1.1M | — | New |
| HighTower Advisors, LLC | 22.6K | $1.05M | $42.6K | Added$460 |
| D. E. Shaw & Co., Inc. | 20.4K | $946K | $38.2K | Cut−$28.7K |
| Walkner Condon Financial Advisors LLC | 20.3K | $943.3K | $37.7K | Added$48.9K |
| NWAM LLC | 19.9K | $926.9K | $35.4K | Added$81K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 19.8K | $920.7K | $37.2K | Added$33.4K |
| Private Advisory Group LLC | 17.5K | $812.3K | $32.8K | Cut−$123.2K |
| Ameritas Advisory Services, LLC | 16.2K | $752.5K | $30.4K | Cut−$19.8K |
| Pathstone Holdings, LLC | 14.5K | $673.7K | $27.2K | Added$27.2K |
| MML INVESTORS SERVICES, LLC | 14K | $652.1K | $26.3K | Cut−$159.5K |
| CWM, LLC | 14K | $649.9K | $518.5K | Added$649.4K |
| PFG Investments, LLC | 10.6K | $493.7K | $18.9K | Added$46K |
| Onyx Bridge Wealth Group LLC | 10.5K | $488.2K | $19.5K | Added$25.3K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 9.58K | $445.6K | −$15.6K | Cut−$86K |
| MERCER GLOBAL ADVISORS INC /ADV | 9.33K | $433.5K | — | New |
| Focus Partners Wealth | 9.07K | $421.6K | $17K | Added$17.6K |
| Creative Planning | 8.88K | $412.5K | $16.7K | Added$11.1K |
| Kestra Advisory Services, LLC | 8.48K | $393.9K | $15.9K | Cut−$12.7K |
| Prosperity Consulting Group, LLC | 8.47K | $393.6K | $15.9K | Added$15.9K |
| Massar Capital Management, LP | 8.42K | $391.4K | — | New |
| Legacy Edge Advisors, LLC | 8.26K | $383.8K | $14.6K | Added$36.2K |
| Steward Partners Investment Advisory, LLC | 7.66K | $355.8K | $14.4K | Cut−$5.8K |
| FRANKLIN RESOURCES INC | 7.2K | $334.6K | $9.48K | Added$109.4K |
| KEYBANK NATIONAL ASSOCIATION/OH | 7.19K | $334K | $13.5K | Added$13.5K |
| PARK NATIONAL CORP /OH/ | 7K | $325.1K | $13.1K | Added$12.6K |
| CITIGROUP INC | 6.79K | $315.6K | $11K | Added$55.5K |
| HARBOUR INVESTMENTS, INC. | 6.51K | $302.4K | $12.3K | Cut−$34.8K |
| Baird Financial Group, Inc. | 6.34K | $294.8K | $11.9K | Cut−$10.4K |
| CENTRAL VALLEY ADVISORS, LLC | 5.99K | $278.4K | $11.2K | Added$11.2K |
| CLUNE & ASSOCIATES, LTD. | 5.96K | $276.7K | — | New |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. | 5.88K | $273.1K | $10.6K | Added$21.5K |
| CAMDEN NATIONAL BANK | 5.76K | $267.8K | $10.8K | Added$9.71K |
| BETO FINANCIAL GROUP, LLC | 4.55K | $266.5K | $41.7K | Cut−$184.2K |
| Leo Wealth, LLC | 5.68K | $264K | $10.7K | Added$10.7K |
| PFG Advisors | 5.68K | $264K | $10.6K | Cut−$10.8K |
| Financial Partners Group, Inc | 5.67K | $263.2K | −$15.8K | Cut−$15.8K |
| Sanctuary Advisors, LLC | 5.42K | $251.7K | $10.2K | Added$806 |
| Mariner, LLC | 5.29K | $246K | $9.57K | Added$18.3K |
| Arbor Investment Advisors, LLC | 5.15K | $239.3K | $9.6K | Added$11.5K |
| SVB WEALTH LLC | 5.1K | $237.2K | $9.59K | Added$9.59K |
| United Asset Strategies, Inc. | 5.06K | $235.1K | $9.5K | Added$8.61K |
| BNP PARIBAS FINANCIAL MARKETS | 4.97K | $230.9K | $7.29K | Added$57.6K |
| JPMORGAN CHASE & CO | 5.27K | $230.1K | −$5.07K | Cut−$61.4K |
| MAI Capital Management | 4.84K | $225.1K | $9.12K | Added$8.45K |
| JANE STREET GROUP, LLC | 4.84K | $224.8K | — | New |
| Fortis Capital Advisors, LLC | 4.82K | $223.8K | — | New |
| Belpointe Asset Management LLC | 4.82K | $223.8K | — | New |
| Valmark Advisers, Inc. | 4.59K | $213.2K | — | New |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | 4.54K | $210.8K | $8.55K | Added$2.75K |
| Citadel | 4.49K | $208.7K | $8.43K | Cut−$357.2K |
| Evelyn Partners Asset Management Ltd | 4.46K | $207.3K | $7.9K | Added$19.6K |
| Rockefeller Capital Management L.P. | 4.26K | $198K | $7.64K | Added$16.7K |
| Silver Grove Financial Group, Inc. | 4.02K | $186.8K | $7.55K | Added$7.55K |
| SBI Securities Co., Ltd. | 3.87K | $179.7K | $6.98K | Added$13.9K |
| FIFTH THIRD BANCORP | 3.61K | $167.8K | $65 | Added$166.2K |
| Fidelity | 3.08K | $143.1K | $5.14K | Added$20.8K |
| Farther Finance Advisors, LLC | 3K | $140.6K | $6.89K | Added$1.59K |
| BANK OF MONTREAL /CAN/ | 2.95K | $137.2K | $5.54K | Added$2.6K |
| JPL Wealth Management, LLC | 2.22K | $103.1K | — | New |
| MOTCO | 2.2K | $102.2K | $3.4K | Added$21.5K |
| Rossby Financial, LCC | 1.96K | $91.8K | $4.31K | Added$7.59K |
| AE Wealth Management LLC | 1.94K | $90.1K | $3.64K | Cut−$1.09K |
| BLAIR WILLIAM & CO/IL | 1.88K | $87.4K | $3.53K | Added$1.3K |
| Elevated Capital Advisors, LLC | 1.68K | $78.2K | $3.17K | Added$3.17K |
| PNC Financial Services Group, Inc. | 1.63K | $75.8K | $3.06K | Added$3.06K |
| Russell Investments Group, Ltd. | 1.61K | $74.7K | $405 | Added$65K |
| Advisory Services Network, LLC | 1.48K | $68.7K | — | New |
| RMG Wealth Management LLC | 330 | $65.9K | — | New |
| NBC SECURITIES, INC. | 1.37K | $63.9K | $2.6K | Cut−$30.9K |
| TOTH FINANCIAL ADVISORY CORP | 1.31K | $60.9K | $2.46K | Added$2.46K |
| Tidemark, LLC | 1.2K | $56K | $2.26K | Added$2.26K |
| NewEdge Advisors, LLC | 23K | $53.8K | −$972.3K | Cut−$993.7K |
| TD Waterhouse Canada Inc. | 1.11K | $51.9K | $2.52K | Added$2.52K |
| TWIN PEAKS WEALTH ADVISORS, LLC | 1.04K | $48.2K | — | New |
| Newbridge Financial Services Group, Inc. | 1K | $46.5K | $1.88K | Added$1.88K |
| KERR FINANCIAL PLANNING Corp | 825 | $45.3K | $6.08K | Cut−$19.6K |
| Cherry Tree Wealth Management, LLC | 962 | $44.7K | $1.81K | Added$1.81K |
| HARBOR INVESTMENT ADVISORY, LLC | 901 | $41.9K | $1.69K | Added$1.69K |
| MCF Advisors LLC | 842 | $39.1K | — | New |
| Parallel Advisors, LLC | 795 | $36.9K | $1.14K | Added$9.97K |
| Medallion Wealth Advisors, LLC | 763 | $35.5K | $1.43K | Added$1.43K |
| Allworth Financial LP | 752 | $34.9K | $1.42K | Added$1.42K |
| US BANCORP \DE\ | 692 | $32.2K | $1.3K | Added$1.3K |
| PRIVATE TRUST CO NA | 678 | $31.5K | $1.21K | Added$2.79K |
| CDKV HOLDINGS LLC | 675 | $31.4K | $1.27K | Added$1.27K |
| TORONTO DOMINION BANK | 573 | $26.6K | — | New |
| Larson Financial Group LLC | 561 | $26.1K | $1.05K | Added$1.05K |
| Atlantic Union Bankshares Corp | 560 | $26K | $1.05K | Added$1.05K |
| Pacific Center for Financial Services | 525 | $24.4K | $2.37K | Added$2.37K |
| Ritter Daniher Financial Advisory LLC / DE | 504 | $23.4K | $948 | Cut−$3.51K |
| GILL CAPITAL PARTNERS, LLC | 498 | $23.1K | — | New |
| Evelyn Partners Investment Management LLP | 480 | $22.3K | $902 | Added$902 |
| Evelyn Partners Investment Management Services Ltd | 458 | $21.3K | $860 | Added$860 |
| Western Wealth Management, LLC | 430 | $20K | — | New |
| IAG Wealth Partners, LLC | 420 | $19.5K | $788 | Added$788 |
| Federation des caisses Desjardins du Quebec | 378 | $17.6K | $710 | Added$710 |
| Ameritas Investment Partners, Inc. | 378 | $17.6K | $709 | Cut−$182 |
| AMERIFLEX GROUP, INC. | 370 | $17.2K | $650 | Added$696 |
| ELEVATION WEALTH PARTNERS, LLC | 368 | $17.1K | — | New |
| CITY HOLDING CO | 365 | $17K | $686 | Added$686 |
| IFP Advisors, Inc | 358 | $16.6K | $672 | Added$672 |
| ADIRONDACK TRUST CO | 356 | $16.5K | $669 | Cut−$22.8K |
| Topsail Wealth Management, LLC | 344 | $16K | $646 | Added$646 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 200 | $11.7K | $2.8K | Added$2.8K |
| Blume Capital Management, Inc. | 250 | $11.6K | $469 | Added$469 |
| HUNTINGTON NATIONAL BANK | 241 | $11.2K | $452 | Added$452 |
| Ares Financial Consulting, LLC | 220 | $10.3K | $506 | Added$506 |
| BARRETT & COMPANY, INC. | 200 | $9.29K | $375 | Added$375 |
| BlackRock, Inc. | 200 | $9.29K | $376 | Added$376 |
| Sound Income Strategies, LLC | 193 | $9.05K | −$517 | Cut−$3K |
| Godfrey Financial Associates, Inc. | 192 | $8.94K | $361 | Added$361 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 191 | $8.88K | $359 | Added$359 |
| Heritage Wealth Advisors | 186 | $8.66K | — | New |
| Arax Advisory Partners | 182 | $8.46K | $341 | Added$341 |
| ASSETMARK, INC | 176 | $8.18K | $188 | Added$3.72K |
| Financial Perspectives, Inc | 154 | $7.14K | $289 | Added$289 |
| Copia Wealth Management | 146 | $6.79K | $275 | Added$275 |
| Westfuller Advisors, LLC | 142 | $6.6K | $268 | Added$268 |
| NATIONAL BANK OF CANADA /FI/ | 121 | $5.53K | — | New |
| ADVISORTRUST PARTNERS, LLC | 106 | $4.93K | — | New |
| SYNTAX RESEARCH, INC. | 100 | $4.65K | $187 | Added$187 |
| CoreCap Advisors, LLC | 95 | $4.42K | $179 | Added$179 |
| Prestige Wealth Management Group LLC | 75 | $3.49K | $141 | Added$141 |
| Strategic Investment Solutions, Inc. /IL | 74 | $3.44K | $139 | Added$139 |
| Geneos Wealth Management Inc. | 65 | $3.02K | $123 | Added$123 |
| First Command Advisory Services, Inc. | 60 | $2.79K | — | New |
| Eukles Asset Management | 55 | $2.56K | $103 | Added$103 |
| Ancora Advisors LLC | 54 | $2.5K | $101 | Added$101 |
| Hurley Capital, LLC | 51 | $2.37K | $96 | Added$96 |
| Fourth Dimension Wealth, LLC | 50 | $2.32K | $94 | Added$94 |
| Winch Advisory Services, LLC | 47 | $2.18K | $88 | Added$88 |
| Cambridge Investment Research Advisors, Inc. | 46.2K | $2.15K | $87 | Cut−$121 |
| NBT BANK N A /NY | 35 | $1.63K | $412 | Added$65 |
| SIGNATUREFD, LLC | 31 | $1.44K | $59 | Added$59 |
| JNBA Financial Advisors | 27 | $1.25K | $51 | Added$51 |
| Bell Investment Advisors, Inc | 23 | $1.07K | $43 | Added$43 |
| Cassaday & Co Wealth Management LLC | 20 | $930 | — | New |
| Colorado Capital Management, Inc. | 17.6K | $816 | $33 | Added$33 |
| Founders Financial Alliance, LLC | 13 | $604 | $24 | Added$24 |
| Janney Montgomery Scott LLC | 10.7K | $497 | $20 | Cut−$83 |
| HRT FINANCIAL LP | 8.79K | $408 | — | New |
| NATURAL INVESTMENTS, LLC | 8.04K | $373 | $15 | Added$15 |
| Dunhill Financial, LLC | 8 | $371 | $14 | Added$14 |
| WEDBUSH SECURITIES INC | 6.9K | $321 | $12 | Added$29 |
| CX Institutional | 4.86K | $226 | $9 | Added$7 |
| Capital Analysts, LLC | 1.89K | $88 | $3 | Added$9 |
| First PREMIER Bank | 1.67K | $78 | $3 | Added$3 |
| Merkkuri Wealth Advisors LLC | 0 | $10 | — | New |
| TSFG, LLC | 107 | $5 | $0 | Held |