| MORGAN STANLEY | 352.7K | $23M | $27.2K | Cut−$516.4K |
| Cetera Investment Advisers | 270.3K | $17.6M | $20.9K | Added$34.5K |
| LPL Financial LLC | 189.7K | $12.3M | $13.7K | Added$749.3K |
| WELLS FARGO & COMPANY/MN | 71.7K | $4.67M | $5.47K | Added$25.4K |
| BANK OF AMERICA CORP /DE/ | 63.6K | $4.14M | $4.96K | Cut−$164.6K |
| Goldstein Advisors, LLC | 37K | $2.41M | $2.88K | Cut−$74.8K |
| Gladstone Institutional Advisory LLC | 36.1K | $2.35M | $2.79K | Cut−$23.2K |
| RAYMOND JAMES FINANCIAL INC | 33.7K | $2.19M | $2.56K | Added$30.1K |
| Citadel | 31K | $2.02M | $2.39K | Cut−$186.8K |
| COMMONWEALTH EQUITY SERVICES, LLC | 30.4K | $1.98M | $2.38K | Cut−$266.4K |
| Rockefeller Capital Management L.P. | 29.4K | $1.91M | $2.24K | Added$28.9K |
| HighTower Advisors, LLC | 26.6K | $1.73M | $1.83K | Added$138.1K |
| MERCER GLOBAL ADVISORS INC /ADV | 26.1K | $1.7M | $2.01K | Cut−$3K |
| CHOREO, LLC | 24.9K | $1.62M | −$12.8K | Cut−$8.46K |
| UBS Group AG | 22.4K | $1.46M | $1.67K | Added$51K |
| AMERIPRISE FINANCIAL INC | 22.2K | $1.44M | $920 | Added$30.8K |
| Brand Asset Management Group, Inc. | 21.5K | $1.4M | $1.66K | Cut−$84.5K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 21.4K | $1.39M | $1.69K | Cut−$58.1K |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 19.9K | $1.3M | $1.56K | Cut−$16.6K |
| JPMORGAN CHASE & CO | 17.3K | $1.09M | −$30.8K | Cut−$38.4K |
| ROYAL BANK OF CANADA | 11.6K | $757K | $397 | Added$44K |
| Strategic Financial Planning, Inc. | 1.15K | $750.2K | $675.5K | Added$517.5K |
| KFA Private Wealth Group, LLC | 10.8K | $701.7K | $823 | Added$7.4K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 10.7K | $697.3K | $424 | Added$339.5K |
| JIM SAULNIER & ASSOCIATES, LLC | 10.1K | $660.5K | $784 | Added$459 |
| OSAIC HOLDINGS, INC. | 9.47K | $616.5K | $745 | Cut−$209K |
| Perigon Wealth Management, LLC | 9.32K | $606.5K | $554 | Added$113K |
| Richwood Investment Advisors, LLC | 9.16K | $596.2K | −$42.4K | Cut−$71.7K |
| Legacy Wealth Partners, LLC | 8.63K | $561.5K | $681 | Added$1.2K |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 8.39K | $546.3K | $937 | Added$6.14K |
| LEVEL FOUR ADVISORY SERVICES, LLC | 8.26K | $537.4K | $636 | Added$636 |
| PNC Financial Services Group, Inc. | 8K | $520.7K | $616 | Added$616 |
| Fidelity | 7.73K | $503K | $550 | Added$8.43K |
| JONES FINANCIAL COMPANIES LLLP | 7.17K | $457.2K | −$5.05K | Added$197.8K |
| Private Advisor Group, LLC | 6.96K | $452.7K | $483 | Added$548 |
| Mariner, LLC | 6.68K | $435K | $518 | Added$12K |
| Opulen Financial Group LLC | 6.2K | $403.4K | $468 | Added$1.57K |
| PARSONS CAPITAL MANAGEMENT INC/RI | 6.18K | $402.3K | $477 | Added$477 |
| Beacon Pointe Advisors, LLC | 6.1K | $397K | — | New |
| Lido Advisors, LLC | 5.94K | $386.5K | $9.8K | Added$12.7K |
| PPS&V ASSET MANAGEMENT CONSULTANTS, INC. | 5.75K | $374.6K | $444 | Added$444 |
| New Insight Wealth Advisors | 5.54K | $360.8K | $427 | Cut−$15.2K |
| Steward Partners Investment Advisory, LLC | 5.43K | $353.2K | $418 | Cut−$20.1K |
| Christensen, King & Associates Investment Services, Inc. | 4.78K | $310.9K | $379 | Added$509 |
| Pathway Financial Advisors LLC | 4.35K | $286.2K | −$7.61K | Cut−$7.61K |
| FLAGSTAR ADVISORS INC | 4.34K | $282.6K | $387 | Cut−$88.7K |
| Aptus Capital Advisors, LLC | 4.1K | $266.8K | $315 | Added$966 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | 4.03K | $262.4K | $280 | Added$931 |
| Creative Planning | 3.92K | $255.4K | $303 | Added$303 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 3.6K | $253.1K | $19K | Added$19K |
| Equitable Holdings, Inc. | 3.85K | $250.6K | −$0 | Added$325 |
| FIFTH THIRD BANCORP | 3.65K | $237.3K | — | New |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 3.54K | $232.7K | −$5.63K | Added$15.9K |
| Kestra Advisory Services, LLC | 3.55K | $230.9K | $138 | Added$81.6K |
| Merit Financial Group, LLC | 3.53K | $229.8K | $291 | Added$421 |
| SMITH CHAS P & ASSOCIATES PA CPAS | 3.18K | $207.2K | $246 | Added$246 |
| NBC SECURITIES, INC. | 2.33K | $151.3K | $180 | Added$180 |
| John A. Wolfe & Associates, Inc. | 2.24K | $145.8K | — | New |
| CWM, LLC | 2.16K | $140.4K | $109K | Added$140.3K |
| PRIVATE TRUST CO NA | 2.13K | $139K | — | New |
| CITIGROUP INC | 2.1K | $136.5K | $151 | Cut−$1.15K |
| Key Financial Inc | 1.81K | $117.7K | $117 | Added$19.8K |
| WPG Advisers, LLC | 1.62K | $105.2K | $124 | Added$124 |
| TopTier Wealth Management, LLC | 1.6K | $104.1K | — | New |
| Farther Finance Advisors, LLC | 1.55K | $101.7K | $849 | Added$849 |
| Geneos Wealth Management Inc. | 1.38K | $89.7K | $102 | Added$6.61K |
| EverSource Wealth Advisors, LLC | 1.15K | $74.7K | $45 | Added$37.4K |
| ASHTON THOMAS SECURITIES, LLC | 900 | $58.6K | — | New |
| ASSETMARK, INC | 892 | $58.1K | $68 | Cut−$16.6K |
| MATRIX PRIVATE CAPITAL GROUP LLC | 792 | $51.6K | $61 | Added$61 |
| SFAM, LLC | 629 | $40.9K | $48 | Added$48 |
| Global Wealth Strategies & Associates | 500 | $32.5K | $39 | Added$39 |
| Synergy Investment Management, LLC | 400 | $26K | — | New |
| Western Wealth Management, LLC | 392 | $25.5K | — | New |
| HARBOUR INVESTMENTS, INC. | 374 | $24.3K | — | New |
| Colonial Trust Advisors | 247 | $16.1K | $19 | Added$19 |
| BANK OF MONTREAL /CAN/ | 143 | $9.31K | $11 | Added$11 |
| IAG Wealth Partners, LLC | 93 | $6.05K | $7 | Cut−$1.42K |
| Russell Investments Group, Ltd. | 91 | $5.95K | $24 | Added$24 |
| Spire Wealth Management | 91 | $5.92K | $7 | Cut−$12.3K |
| Sunbelt Securities, Inc. | 80 | $5.21K | $6 | Added$6 |
| VANGUARD ADVISERS INC | 64 | $4.18K | — | Held |
| Larson Financial Group LLC | 10 | $671 | $2 | Added$2 |
| Cambridge Investment Research Advisors, Inc. | 6.48K | $422 | $1 | Added$19 |
| Janney Montgomery Scott LLC | 3.09K | $201 | $0 | Cut−$22 |
| TSFG, LLC | 420 | $27 | $0 | Held |