| LPL Financial LLC | 141.9K | $8.56M | $532.2K | Added$727.2K |
| ENVESTNET ASSET MANAGEMENT INC | 12.2K | $733.3K | $46.6K | Added$36.9K |
| MORGAN STANLEY | 10.7K | $645.7K | $41.1K | Cut−$92.8K |
| AE Wealth Management LLC | 10.1K | $612K | $39K | Added$14.8K |
| TCFG Investment Advisors, LLC | 8.85K | $533.6K | — | Held |
| TCFG WEALTH MANAGEMENT, LLC | 8.85K | $533.6K | $33.8K | Added$35.9K |
| CreativeOne Wealth, LLC | 8.55K | $515.8K | $32.8K | Added$15.3K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 8.07K | $486.9K | — | New |
| UBS Group AG | 6.55K | $395K | $25.1K | Added$25.1K |
| PFG Investments, LLC | 5.4K | $325.8K | $20.7K | Added$20.7K |
| Cetera Investment Advisers | 5.05K | $304.5K | $17.9K | Added$41.3K |
| Key Client Fiduciary Advisors, LLC | 4.18K | $252.2K | $15.6K | Added$22.5K |
| TRUIST FINANCIAL CORP | 3.86K | $232.8K | $14.8K | Added$12.7K |
| D.A. DAVIDSON & CO. | 3.47K | $209.2K | — | New |
| Rockefeller Capital Management L.P. | 3.11K | $187.6K | $11.9K | Added$12.8K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 3K | $181K | $11.5K | Added$11.5K |
| HARBOUR INVESTMENTS, INC. | 2.24K | $135.1K | $6.56K | Added$38.5K |
| ROYAL BANK OF CANADA | 2.23K | $134K | $8K | Added$8K |
| JONES FINANCIAL COMPANIES LLLP | 2.13K | $128.6K | $8.18K | Added$8.18K |
| OSAIC HOLDINGS, INC. | 1.6K | $96.3K | $6.13K | Cut−$177.5K |
| Medallion Wealth Advisors, LLC | 1.12K | $67.8K | $4.31K | Cut−$488 |
| Arax Advisory Partners | 650 | $39.2K | — | New |
| Front Row Advisors LLC | 400 | $24.1K | $1.54K | Added$1.54K |
| Plante Moran Financial Advisors, LLC | 286 | $17.3K | $1.1K | Added$1.1K |
| Capital Investment Advisory Services, LLC | 200 | $12.1K | $767 | Added$767 |
| BlackRock, Inc. | 159 | $9.61K | — | New |
| WELLS FARGO & COMPANY/MN | 60 | $3.62K | $230 | Added$230 |
| Parallel Advisors, LLC | 52 | $3.17K | $217 | Added$217 |
| FLOW TRADERS U.S. LLC | 19.1K | $1.15K | $74 | Cut−$1.31K |
| DHJJ Financial Advisors, Ltd. | 18 | $1.06K | $67 | Added$67 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 4 | $241 | $15 | Added$15 |
| Cambridge Investment Research Advisors, Inc. | 3.79K | $229 | — | New |
| HAZLETT, BURT & WATSON, INC. | 200 | $12 | $1 | Added$1 |