| Aprio Wealth Management, LLC | 210.4K | $20.6M | $2.19M | Added$6M |
| LPL Financial LLC | 84.4K | $8.25M | $1.08M | Added$633.5K |
| MERCER GLOBAL ADVISORS INC /ADV | 47.6K | $4.65M | — | New |
| BANK OF AMERICA CORP /DE/ | 42.1K | $4.12M | $466.3K | Added$1.02M |
| ENVESTNET ASSET MANAGEMENT INC | 40.8K | $3.99M | $521.9K | Added$169.5K |
| RAYMOND JAMES FINANCIAL INC | 38.6K | $3.78M | $493.8K | Cut−$3.99M |
| Cetera Investment Advisers | 37.5K | $3.66M | $414.2K | Added$912.2K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 34.8K | $3.4M | — | New |
| VestGen Advisors, LLC | 27.7K | $3.31M | — | New |
| MML INVESTORS SERVICES, LLC | 31.9K | $3.12M | $408.5K | Cut−$415.1K |
| GOLDMAN SACHS GROUP INC | 28.5K | $2.79M | $365K | Added$365K |
| Citadel | 23.2K | $2.27M | $296.7K | Cut−$318.3K |
| UBS Group AG | 16.1K | $1.58M | $189K | Added$323K |
| MORGAN STANLEY | 15.2K | $1.49M | $195K | Added$181.1K |
| Krilogy Financial LLC | 11.3K | $1.29M | $298.1K | Added$258.3K |
| JONES FINANCIAL COMPANIES LLLP | 12.3K | $1.18M | $86.2K | Added$501.9K |
| IHT Wealth Management, LLC | 11.5K | $1.13M | $75.2K | Added$196.8K |
| Steward Partners Investment Advisory, LLC | 8.5K | $831.4K | $5.48K | Added$795.1K |
| TRUIST FINANCIAL CORP | 6.08K | $594.2K | $68.9K | Added$136.5K |
| Parallel Advisors, LLC | 5.77K | $563.9K | $73.7K | Added$73.7K |
| Waverly Advisors, LLC | 5.57K | $545K | — | New |
| ROYAL BANK OF CANADA | 4.93K | $482K | $14.5K | Added$383K |
| High Point Wealth Management, LLC | 3.17K | $309.5K | — | New |
| CAPTRUST FINANCIAL ADVISORS | 3.01K | $294.3K | $38.5K | Added$38.5K |
| Wealthspire Advisors, LLC | 3K | $293.4K | $38.1K | Added$40.3K |
| TD Waterhouse Canada Inc. | 2.77K | $275K | $39.3K | Added$32.1K |
| Manchester Capital Management LLC | 2.25K | $220K | $23.7K | Added$62.8K |
| Haven Private, LLC | 2.17K | $212.2K | — | New |
| OSAIC HOLDINGS, INC. | 1.97K | $192.4K | $25.3K | Cut−$247.3K |
| WELLS FARGO & COMPANY/MN | 1.91K | $186.8K | $1.62K | Added$176.1K |
| Western Wealth Management, LLC | 1.89K | $184.9K | — | New |
| Sunbelt Securities, Inc. | 1.87K | $182.8K | $23.9K | Added$21.6K |
| CWM, LLC | 1.14K | $111.4K | $99K | Added$111.3K |
| CITIGROUP INC | 1.07K | $104.5K | $12.6K | Added$21.2K |
| Aptus Capital Advisors, LLC | 928 | $90.7K | $11.9K | Added$11.9K |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 582 | $57.8K | $8.31K | Added$8.41K |
| Fidelity | 574 | $56.2K | $7.07K | Added$9.32K |
| Allworth Financial LP | 540 | $52.8K | — | New |
| Spire Wealth Management | 390 | $38.1K | $4.35K | Added$9.24K |
| Tidemark, LLC | 240 | $23.5K | $1.2K | Added$15.5K |
| Advisory Services Network, LLC | 224 | $21.9K | — | New |
| Trask Adam Roland | 200 | $19.6K | — | Held |
| Estabrook Capital Management | 200 | $19.6K | — | New |
| Farther Finance Advisors, LLC | 163 | $16.2K | $1.24K | Added$8.79K |
| MAI Capital Management | 155 | $15.2K | $2.01K | Added$2.01K |
| PNC Financial Services Group, Inc. | 116 | $11.3K | — | New |
| Rockefeller Capital Management L.P. | 115 | $11.2K | $1.47K | Added$1.47K |
| Sound Income Strategies, LLC | 55 | $5.46K | $607 | Added$607 |
| Thrivent Financial for Lutherans | 54.8K | $5.36K | $660 | Added$982 |
| PRIVATE TRUST CO NA | 46 | $4.5K | $588 | Added$588 |
| SIMPLEX TRADING, LLC | 34 | $3.32K | — | New |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 20 | $1.96K | — | New |
| Capital Investment Advisory Services, LLC | 12 | $1.17K | $153 | Added$153 |
| Cherry Tree Wealth Management, LLC | 11 | $1.08K | $141 | Added$141 |
| Archer Investment Corp | 8 | $828 | $110 | Added$110 |
| Janney Montgomery Scott LLC | 4.67K | $456 | $57 | Added$74 |
| HARBOUR INVESTMENTS, INC. | 2 | $203 | — | New |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 2 | $196 | $26 | Cut−$53.8K |
| SIGNATUREFD, LLC | 0 | $39 | — | Added$5 |
| Capital Analysts, LLC | 138 | $13 | $1 | Added$1 |