| MORGAN STANLEY | 1.11M | $69.9M | $10.4M | Added$28.9M |
| BANK OF AMERICA CORP /DE/ | 998.6K | $62.9M | $6.26M | Added$38.2M |
| CITIZENS & NORTHERN CORP | 469.8K | $29.6M | $5.98M | Added$4.84M |
| CWM, LLC | 317.3K | $20M | $17.2M | Added$20M |
| GOLDMAN SACHS GROUP INC | 272.1K | $17.1M | $3.47M | Added$3.35M |
| LPL Financial LLC | 271.8K | $17.1M | $3.21M | Added$4.44M |
| ROYAL BANK OF CANADA | 266.8K | $16.8M | $2.89M | Added$5.42M |
| Wealthcare Advisory Partners LLC | 230.1K | $14.5M | $1.59M | Added$8.22M |
| WELLS FARGO & COMPANY/MN | 217.9K | $13.7M | $1.97M | Added$5.93M |
| Steward Partners Investment Advisory, LLC | 195.5K | $12.3M | $2.1M | Added$4.02M |
| Beacon Pointe Advisors, LLC | 193.9K | $12.2M | $2.47M | Cut−$1.71M |
| ENVESTNET ASSET MANAGEMENT INC | 173.7K | $10.9M | $2.21M | Added$1.01M |
| UBS Group AG | 168.5K | $10.6M | $841.3K | Added$7.29M |
| Ameritas Investment Partners, Inc. | 152.3K | $9.59M | $1.94M | Added$1.91M |
| BNP PARIBAS FINANCIAL MARKETS | 150.2K | $9.45M | $1.28M | Added$4.41M |
| Norris Financial Group, LLC | 141.9K | $8.93M | — | New |
| PNC Financial Services Group, Inc. | 136.3K | $8.58M | $1.72M | Added$1.81M |
| Karpus Management, Inc. | 127.1K | $8M | — | New |
| MinichMacGregor Wealth Management, LLC | 127K | $8M | — | New |
| D.A. DAVIDSON & CO. | 122.2K | $7.69M | $1.48M | Added$1.84M |
| Pure Financial Advisors, LLC | 105.7K | $6.65M | $1.35M | Added$1.26M |
| CLUNE & ASSOCIATES, LTD. | 97K | $6.1M | $1.14M | Added$1.6M |
| Monument Capital Management | 79.8K | $5.02M | — | New |
| Allianz Asset Management GmbH | 65K | $4.09M | — | New |
| ASSETMARK, INC | 63.8K | $4.02M | $812.9K | Cut−$45.4M |
| MML INVESTORS SERVICES, LLC | 58K | $3.65M | $739.3K | Cut−$187.9K |
| Midwest Professional Planners, LTD. | 57.4K | $3.61M | $731.1K | Added$284.1K |
| Cetera Investment Advisers | 56.7K | $3.57M | $713.9K | Added$755.6K |
| Courage Miller Partners, LLC | 55K | $3.46M | $701K | Added$677.4K |
| Zeit Capital LLC | 45.9K | $2.89M | $584.8K | Added$539.9K |
| Sachetta, LLC | 39.6K | $2.5M | $505.1K | Added$397.4K |
| IEQ CAPITAL, LLC | 36.2K | $2.28M | $461K | Added$89.2K |
| Windward Private Wealth Management Inc. | 36K | $2.27M | $459K | Added$394.1K |
| Wealthcare Capital Partners, LLC | 34.4K | $2.17M | $295.7K | Added$1M |
| JPMORGAN CHASE & CO | 34.2K | $2.14M | $393.1K | Added$523.5K |
| Redhawk Wealth Advisors, Inc. | 33.5K | $2.11M | — | New |
| American Wealth Advisors, LLC | 32K | $2.01M | $407.6K | Added$388.9K |
| OSAIC HOLDINGS, INC. | 31.2K | $1.96M | $381.2K | Added$462.4K |
| COMMONWEALTH EQUITY SERVICES, LLC | 30.4K | $1.91M | $347.4K | Added$545.9K |
| Arkadios Wealth Advisors | 30.4K | $1.91M | — | New |
| RAYMOND JAMES FINANCIAL INC | 30.1K | $1.89M | $381.9K | Added$388.8K |
| ROTHSCHILD INVESTMENT LLC | 29.9K | $1.88M | $380.6K | Added$248.8K |
| Independent Advisor Alliance | 29.5K | $1.86M | $350.9K | Added$474.2K |
| GUIDANCE CAPITAL, INC | 29.3K | $1.81M | $47.6K | Added$1.36M |
| Parkside Financial Bank & Trust | 28.7K | $1.81M | $324.6K | Added$528.1K |
| ARKANSAS FINANCIAL GROUP, INC. | 28.9K | $1.8M | $350.6K | Added$266.3K |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 28.3K | $1.78M | $360.4K | Added$349.9K |
| IFP Advisors, Inc | 27.9K | $1.76M | $355.6K | Added$139.6K |
| TRUIST FINANCIAL CORP | 27.8K | $1.75M | $354.1K | Added$198K |
| Asset Management Group, Inc. | 25.8K | $1.63M | $327.9K | Added$333.8K |
| JANE STREET GROUP, LLC | 23.1K | $1.46M | $294.5K | Cut−$57.7K |
| Mariner, LLC | 23.1K | $1.45M | $294.2K | Cut−$1.06M |
| CIBC WORLD MARKET INC. | 22.5K | $1.41M | $286.2K | Added$281.7K |
| Cooper Financial Group | 22.1K | $1.39M | — | New |
| Icahn Capital | 21.7K | $1.37M | $276.5K | Added$251.3K |
| HighTower Advisors, LLC | 20.7K | $1.3M | $263.9K | Added$237.7K |
| Sunbelt Securities, Inc. | 19.3K | $1.21M | $166.1K | Added$557.9K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 18.6K | $1.17M | $179.8K | Added$459.3K |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 18.4K | $1.16M | $209.5K | Added$330.7K |
| Outlook Wealth Advisors, LLC | 18.3K | $1.15M | $219.6K | Added$284.9K |
| MARSHALL WACE, LLP | 18.1K | $1.14M | — | New |
| AMERIPRISE FINANCIAL INC | 17.9K | $1.12M | $166.9K | Added$465.7K |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 17.6K | $1.11M | $224.7K | Added$212.2K |
| Kestra Advisory Services, LLC | 17.4K | $1.1M | $221.9K | Added$194.2K |
| Regal Investment Advisors LLC | 16.6K | $1.05M | — | New |
| Family Investment Center, Inc. | 16.4K | $1.03M | — | New |
| Valmark Advisers, Inc. | 15.9K | $1M | $203.1K | Added$125.6K |
| HARMONY ASSET MANAGEMENT LLC | 15.7K | $985K | — | New |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 15.6K | $982.4K | $198.9K | Added$106.1K |
| Prime Buchholz LLC | 15.4K | $970.5K | $196.5K | Cut−$46.4K |
| HighPoint Advisor Group LLC | 15.2K | $957.3K | $193.8K | Added$162.7K |
| &PARTNERS | 14.5K | $913.3K | — | New |
| FIFTH THIRD BANCORP | 14.2K | $894.6K | — | New |
| Sanctuary Advisors, LLC | 14K | $879.2K | $74.5K | Added$585.5K |
| XML Financial, LLC | 13.4K | $841.5K | $166.2K | Added$186.7K |
| Mesirow Financial Investment Management, Inc. | 12.4K | $779.1K | $78.8K | Added$468.4K |
| Westside Investment Management, Inc. | 11.8K | $741.1K | $105.2K | Added$313K |
| Focus Partners Wealth | 11.1K | $695.8K | $140.8K | Added$140.8K |
| Kesler, Norman & Wride, LLC | 11K | $689.2K | — | New |
| Ameritas Advisory Services, LLC | 10K | $629.2K | $127.3K | Cut−$607.4K |
| COURIER CAPITAL LLC | 9.71K | $610.9K | $123.6K | Added$123.6K |
| HBW ADVISORY SERVICES LLC | 9.64K | $606.6K | $64.6K | Added$352K |
| JONES FINANCIAL COMPANIES LLLP | 9.22K | $581.4K | $118.3K | Added$3.62K |
| JENNISON ASSOCIATES LLC | 8.87K | $558.4K | $113K | Cut−$231.5K |
| Mezzasalma Advisors, LLC | 8.84K | $556.4K | $105.1K | Added$107.3K |
| MGO ONE SEVEN LLC | 8.76K | $551.4K | — | New |
| GFS Advisors, LLC | 8.7K | $547.5K | $110.8K | Added$86.6K |
| Creative Planning | 8.45K | $532.1K | $106.4K | Added$112.7K |
| Orion Porfolio Solutions, LLC | 8.08K | $508.8K | $103K | Added$103K |
| PFG Advisors | 7.78K | $489.4K | $93K | Added$122.9K |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 7.58K | $477.2K | $96.5K | Added$87.2K |
| Geneos Wealth Management Inc. | 7.49K | $471.3K | $95.4K | Added$83.3K |
| SeaCrest Wealth Management, LLC | 7.3K | $459.6K | — | New |
| CITIGROUP INC | 7.08K | $445.5K | $82K | Added$122.3K |
| HARBOUR INVESTMENTS, INC. | 6.91K | $435.2K | $1.66K | Added$428.6K |
| INTERACTIVE FINANCIAL ADVISORS, INC. | 6.9K | $434K | $87.8K | Added$71.2K |
| New England Private Wealth Advisors LLC | 6.68K | $420.3K | $85K | Added$85.2K |
| WEALTHCARE CAPITAL MANAGEMENT LLC | 6.6K | $415.5K | $65.4K | Added$157.9K |
| REGIONS FINANCIAL CORP | 6.09K | $383.2K | $77.6K | Added$72.6K |
| Fidelity | 5.8K | $364.9K | $71.4K | Added$83.4K |
| Rehmann Capital Advisory Group | 5.74K | $361.6K | $73.2K | Added$66.8K |
| Gotham Asset Management, LLC | 5.7K | $358.7K | $72.6K | Cut−$7.41K |
| Barnes Wealth Management Group, Inc | 5.54K | $348.8K | $70.1K | Added$72.6K |
| Meridian Wealth Management, LLC | 5.4K | $339.9K | $68.8K | Added$68.8K |
| TD Waterhouse Canada Inc. | 4.86K | $301.3K | — | New |
| Sigma Planning Corp | 4.76K | $299.7K | $57K | Added$75.1K |
| KKM Financial LLC | 5.63K | $282.7K | $0 | Held |
| Prospera Financial Services Inc | 4.43K | $279K | $56.5K | Added$56.5K |
| FOUNDERS FINANCIAL SECURITIES LLC | 4.5K | $278.4K | $52.5K | Added$37.6K |
| SAGESPRING WEALTH PARTNERS, LLC | 4.36K | $274.2K | $55.5K | Added$44.9K |
| Beacon Financial Advisory LLC | 4.31K | $271.2K | $54.8K | Added$55.2K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 4.31K | $268.5K | — | New |
| Tyche Wealth Partners LLC | 4.12K | $259K | $52.4K | Added$49.4K |
| Baird Financial Group, Inc. | 4.1K | $258.1K | — | New |
| Destination Wealth Management | 4K | $251.5K | — | New |
| Wealthspire Advisors, LLC | 3.78K | $237.9K | — | New |
| Sound View Wealth Advisors Group, LLC | 3.75K | $236.2K | — | New |
| EP Wealth Advisors, LLC | 3.68K | $231.6K | — | New |
| STIFEL FINANCIAL CORP | 3.56K | $224K | — | New |
| Fifth Third Securities, Inc. | 3.48K | $218.8K | — | New |
| Citadel | 3.47K | $218.2K | — | New |
| AVALON CAPITAL MANAGEMENT | 3.46K | $218K | — | New |
| Operose Advisors LLC | 3K | $188.8K | $38.2K | Added$38.2K |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | 2.21K | $139.1K | — | New |
| Aptus Capital Advisors, LLC | 1.45K | $91.3K | $18.5K | Added$18.5K |
| Allworth Financial LP | 1.43K | $90.2K | $18.3K | Added$18.3K |
| FARMERS & MERCHANTS INVESTMENTS INC | 1.31K | $82.5K | — | New |
| Parallel Advisors, LLC | 1K | $63.1K | $12.8K | Added$12.8K |
| BLAIR WILLIAM & CO/IL | 965 | $60.7K | $12.3K | Cut−$21.5K |
| Spire Wealth Management | 949 | $59.7K | $12.1K | Added$12.1K |
| Horizon Investments, LLC | 774 | $48.7K | $5.08K | Added$28.7K |
| Crews Bank & Trust | 720 | $45.3K | $6.37K | Added$20.2K |
| US BANCORP \DE\ | 510 | $32.1K | $6.5K | Cut−$64.2K |
| Arax Advisory Partners | 455 | $28.6K | $5.8K | Added$5.8K |
| Root Financial Partners, LLC | 450 | $28.3K | $5.73K | Added$5.73K |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 448 | $28.2K | $5.71K | Added$5.71K |
| Peterson Wealth Services | 431 | $27.1K | $5.49K | Added$5.49K |
| MJT & Associates Financial Advisory Group, Inc. | 400 | $25.2K | $5.1K | Added$5.1K |
| Main Street Group, LTD | 330 | $20.8K | — | New |
| Advisors Preferred, LLC | 323 | $20.3K | $899 | Added$16.4K |
| Rockefeller Capital Management L.P. | 312 | $19.7K | $4K | Added$3.55K |
| SIGNATUREFD, LLC | 301 | $19K | $3.58K | Added$4.9K |
| MAI Capital Management | 300 | $18.9K | $3.82K | Added$3.82K |
| BELLEVUE ASSET MANAGEMENT, LLC | 273 | $17.2K | $3.48K | Added$3.54K |
| Breakwater Investment Management | 255 | $16.1K | $3.25K | Added$3.25K |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 249 | $15.7K | — | New |
| Stone House Investment Management, LLC | 228 | $14.3K | $2.9K | Added$344 |
| ANGELES WEALTH MANAGEMENT, LLC | 205 | $12.9K | — | New |
| Annis Gardner Whiting Capital Advisors, LLC | 203 | $12.8K | $2.59K | Added$2.59K |
| Key Financial Inc | 202 | $12.7K | $2.57K | Added$2.57K |
| CENTRAL TRUST Co | 158 | $9.95K | $1.36K | Added$4.57K |
| West Branch Capital LLC | 146 | $9.19K | $1.86K | Added$1.86K |
| SIMPLEX TRADING, LLC | 116 | $7.3K | — | New |
| Rossby Financial, LCC | 93 | $5.77K | — | New |
| Ashton Thomas Private Wealth, LLC | 82 | $5.16K | — | New |
| Godfrey Financial Associates, Inc. | 70 | $4.41K | $892 | Added$892 |
| Physician Wealth Advisors, Inc. | 66 | $4.16K | $841 | Added$841 |
| SOA Wealth Advisors, LLC. | 66 | $4.15K | $854 | Added$854 |
| AE Wealth Management LLC | 62 | $3.92K | $793 | Added$793 |
| AlphaCore Capital LLC | 60 | $3.78K | $764 | Cut−$4.26K |
| WHITTIER TRUST CO OF NEVADA INC | 60 | $3.75K | $641 | Added$641 |
| CoreCap Advisors, LLC | 50 | $3.15K | $637 | Added$637 |
| Smartleaf Asset Management LLC | 50 | $3.12K | $592 | Cut−$6.59K |
| Q3 Asset Management | 27.7K | $1.74K | — | New |
| Sowa Financial Group, Inc. | 23.6K | $1.48K | $301 | Added$32 |
| Cambridge Investment Research Advisors, Inc. | 16.7K | $1.05K | $213 | Added$211 |
| FLOW TRADERS U.S. LLC | 13.4K | $840 | — | New |
| Janney Montgomery Scott LLC | 9.27K | $583 | $115 | Added$126 |
| CX Institutional | 6.9K | $434 | $81 | Added$114 |
| GSA CAPITAL PARTNERS LLP | 4.01K | $252 | — | New |
| Capital Analysts, LLC | 1.14K | $72 | $15 | Added$15 |
| BESSEMER GROUP INC | 40 | $3 | $1 | Added$1 |