| Destination Wealth Management | 929.6K | $85.8M | −$901.3K | Added$2.54M |
| LPL Financial LLC | 365.9K | $33.8M | −$369.6K | Cut−$2.99M |
| BANK OF AMERICA CORP /DE/ | 292.9K | $27M | −$285.3K | Added$669.1K |
| MORGAN STANLEY | 221.7K | $20.5M | −$100.4K | Added$11.2M |
| ENVESTNET ASSET MANAGEMENT INC | 188.3K | $17.4M | −$190.3K | Cut−$21M |
| Capital Investment Advisory Services, LLC | 114.4K | $10.6M | −$110.6K | Added$336K |
| Twelve Points Wealth Management LLC | 113.2K | $10.5M | −$68.2K | Added$5.26M |
| Harbour Wealth Management Group, Inc. | 104.4K | $9.64M | −$96.9K | Added$683.9K |
| RAYMOND JAMES FINANCIAL INC | 68.4K | $6.32M | −$69.2K | Cut−$820.4K |
| MML INVESTORS SERVICES, LLC | 62.7K | $5.79M | −$63.3K | Cut−$9.88M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 59.9K | $5.53M | — | New |
| BANK OF MONTREAL /CAN/ | 56.3K | $5.2M | −$56.8K | Cut−$157.7K |
| Founders Financial Alliance, LLC | 53.1K | $4.9M | −$5.3K | Added$4.42M |
| UBS Group AG | 51.4K | $4.75M | −$51.9K | Cut−$8.12M |
| Rockefeller Capital Management L.P. | 42.6K | $3.93M | −$43K | Cut−$154.8K |
| OSAIC HOLDINGS, INC. | 42K | $3.87M | −$41.5K | Added$30.6K |
| Savvy Advisors, Inc. | 34.8K | $3.22M | −$31.8K | Added$280.9K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 27K | $2.49M | −$24.7K | Added$218.3K |
| ROYAL BANK OF CANADA | 26.9K | $2.48M | −$25.8K | Cut−$124K |
| WCG Wealth Advisors LLC | 21.9K | $2.02M | −$20.4K | Added$137.7K |
| Red Wave Investments LLC | 21.7K | $2M | −$21.9K | Cut−$83.2K |
| Citadel | 21.2K | $1.96M | −$11K | Added$945.2K |
| JANE STREET GROUP, LLC | 20.9K | $1.93M | −$19.6K | Added$118.9K |
| COLUMBIA ADVISORY PARTNERS LLC | 18.8K | $1.73M | −$19K | Cut−$234.1K |
| TRUIST FINANCIAL CORP | 15.6K | $1.45M | −$15.8K | Cut−$101.1K |
| Cetera Investment Advisers | 14.5K | $1.33M | −$14.7K | Cut−$1.56M |
| Beacon Pointe Advisors, LLC | 13.9K | $1.29M | −$14.1K | Cut−$214.8K |
| MILESTONE ASSET MANAGEMENT, LLC | 12K | $1.11M | −$11.2K | Added$72.6K |
| Sanctuary Advisors, LLC | 11.1K | $1.02M | −$11.1K | Cut−$941K |
| SCOTIA CAPITAL INC. | 10.1K | $937.1K | −$10.3K | Cut−$153.8K |
| Leo Wealth, LLC | 9.86K | $910.2K | −$10.2K | Cut−$23.6M |
| Stratos Investment Management, LLC | 9.74K | $899.2K | −$9.02K | Added$66.6K |
| Able Wealth Management LLC | 8.15K | $752.9K | −$8.21K | Cut−$720.6K |
| Bank of New York Mellon Corp | 7.67K | $708K | −$7.8K | Cut−$3.64M |
| Trilogy Capital Inc. | 7.36K | $679.3K | −$7.46K | Cut−$25.7K |
| Wealthcare Advisory Partners LLC | 6.93K | $640.4K | −$5.2K | Added$157K |
| EFG International AG | 6.61K | $609.9K | — | New |
| GWN SECURITIES INC. | 6.35K | $586.6K | −$6.46K | Cut−$89.6K |
| INDEPENDENT FINANCIAL GROUP, LLC | 6.25K | $577.3K | −$6.31K | Cut−$10.6K |
| Coastal Bridge Advisors, LLC | 6.08K | $561.3K | −$6.14K | Cut−$70.6K |
| Alpine Bank Wealth Management | 5.46K | $504.2K | −$5.52K | Cut−$566.1K |
| OPPENHEIMER & CO INC | 5.3K | $489.8K | −$4.53K | Added$71.3K |
| McAdam, LLC | 5.29K | $488.2K | −$5.22K | Added$5.58K |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | 4.76K | $439.4K | — | New |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 4.42K | $407.7K | −$5.44K | Cut−$2.81M |
| TWO SIGMA SECURITIES, LLC | 4.27K | $394.1K | — | New |
| BEACON FINANCIAL GROUP | 3.98K | $367.9K | −$4K | Cut−$4.35M |
| Maridea Wealth Management LLC | 3.81K | $351.8K | −$3.85K | Cut−$41.2K |
| EAGLE GLOBAL ADVISORS LLC | 3.53K | $326K | −$3.57K | Cut−$3.56K |
| Guardian Partners Inc. | 3.48K | $322.1K | −$2.25K | Cut−$25.2K |
| Perigon Wealth Management, LLC | 3.49K | $322K | −$3.54K | Cut−$646K |
| Envestnet Portfolio Solutions, Inc. | 3.3K | $304.8K | −$3.34K | Cut−$655K |
| MERCER GLOBAL ADVISORS INC /ADV | 3.29K | $303.4K | −$3.26K | Cut−$61.1K |
| Sigma Planning Corp | 3.17K | $292.4K | −$3.18K | Cut−$6.26K |
| Private Advisor Group, LLC | 2.77K | $255.4K | −$2.48K | Added$28.5K |
| COMPASS CAPITAL CORP /MA/ /ADV | 2.72K | $252.1K | −$1.02K | Added$1.76K |
| Creative Planning | 2.7K | $249K | — | New |
| HARBOUR INVESTMENTS, INC. | 2.69K | $248.5K | −$2.49K | Added$18.6K |
| Keebeck Wealth Management | 2.69K | $248.2K | −$2.71K | Cut−$313.7K |
| GREAT VALLEY ADVISOR GROUP, INC. | 2.68K | $247.7K | −$2.66K | Cut−$537 |
| Two West Capital Advisors LLC | 2.59K | $239.9K | −$1.66K | Cut−$233.7K |
| Cadia Private Client LLC | 2.41K | $222.7K | — | New |
| FSA Advisors, Inc. | 2.37K | $219.1K | −$2.4K | Cut−$18.2K |
| Lifeworks Advisors, LLC | 2.35K | $216.6K | — | New |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 2.33K | $216K | — | New |
| JOURNEY STRATEGIC WEALTH LLC | 2.28K | $210.8K | −$2.31K | Cut−$2.31K |
| HighTower Advisors, LLC | 2.28K | $210.8K | — | New |
| JPMORGAN CHASE & CO | 2.23K | $204.6K | −$3.33K | Cut−$1.69M |
| STIFEL FINANCIAL CORP | 2.19K | $202.7K | −$2.22K | Cut−$1.23M |
| AdvisorNet Financial, Inc | 2.01K | $185.4K | −$2.02K | Cut−$89.2K |
| ASSETMARK, INC | 1.57K | $145.4K | −$1.59K | Cut−$2.18M |
| Bogart Wealth, LLC | 1.5K | $138.5K | — | New |
| Transamerica Financial Advisors, LLC | 1.24K | $114.2K | −$1.16K | Cut−$514.9K |
| Western Wealth Management, LLC | 1.02K | $94.6K | — | New |
| PNC Financial Services Group, Inc. | 840 | $77.6K | −$852 | Cut−$109.4K |
| Glass Jacobson Investment Advisors llc | 651 | $60.1K | −$649 | Cut−$95 |
| BlackRock, Inc. | 589 | $54.4K | −$595 | Cut−$11.4K |
| Signature Equity Partners, LLC | 491 | $45.3K | −$314 | Added$16.4K |
| Harbor Asset Planning, Inc. | 450 | $41.5K | −$455 | Cut−$455 |
| NBT BANK N A /NY | 410 | $37.8K | −$29.3K | Cut−$60 |
| Spire Wealth Management | 283 | $26.2K | −$258 | Cut−$258 |
| PRIVATE TRUST CO NA | 272 | $25.1K | −$275 | Cut−$275 |
| Bangor Savings Bank | 185 | $17.1K | −$187 | Cut−$187 |
| CoreCap Advisors, LLC | 175 | $16.2K | −$176 | Cut−$176 |
| Mascoma Wealth Management LLC | 174 | $16.1K | −$176 | Cut−$176 |
| North Star Investment Management Corp. | 167 | $15.4K | −$168 | Cut−$168 |
| FIFTH THIRD BANCORP | 157 | $14.5K | −$63 | Added$8.71K |
| Advisory Services Network, LLC | 137 | $12.7K | −$103 | Cut−$479.7K |
| Farther Finance Advisors, LLC | 122 | $11.3K | −$80 | Cut−$3.44K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 111 | $10.3K | — | New |
| AMERIFLEX GROUP, INC. | 100 | $9.23K | −$101 | Cut−$101 |
| Blue Trust, Inc. | 87 | $8.03K | −$87 | Cut−$87 |
| WELLS FARGO & COMPANY/MN | 72 | $6.7K | −$19 | Cut−$16.9K |
| Triumph Capital Management | 57 | $5.26K | −$58 | Cut−$58 |
| Vision Retirement, LLC | 35 | $3.23K | −$35 | Cut−$35 |
| Aptus Capital Advisors, LLC | 34 | $3.14K | — | New |
| Janney Montgomery Scott LLC | 27.9K | $2.58K | −$28 | Cut−$34 |
| Betterment LLC | 24K | $2.22K | −$23 | Added$119 |
| Cambridge Investment Research Advisors, Inc. | 19K | $1.76K | −$19 | Cut−$603 |
| HRT FINANCIAL LP | 19K | $1.75K | — | New |
| Strategic Wealth Partners, Ltd. | 12 | $1.11K | −$12 | Cut−$8.6K |
| PARK AVENUE SECURITIES LLC | 6.68K | $617 | −$6 | Cut−$1.38K |
| HUNTINGTON NATIONAL BANK | 1 | $92 | −$1 | Cut−$1 |