| MML INVESTORS SERVICES, LLC | 1.07M | $31M | $177.6K | Added$30.6M |
| MORGAN STANLEY | 1.01M | $29.2M | $3.72M | Added$19.6M |
| MinichMacGregor Wealth Management, LLC | 686.4K | $19.9M | — | New |
| ROYAL BANK OF CANADA | 519.3K | $15M | $469.6K | Added$13.8M |
| Advisory Services Network, LLC | 502.7K | $14.6M | — | New |
| BANK OF AMERICA CORP /DE/ | 500.5K | $14.5M | $1.54M | Added$10.5M |
| Prospera Financial Services Inc | 496K | $14.4M | $664.3K | Added$12.6M |
| WELLS FARGO & COMPANY/MN | 426.4K | $12.3M | $232.6K | Added$11.7M |
| Equitable Holdings, Inc. | 408.8K | $11.8M | — | New |
| OSAIC HOLDINGS, INC. | 405.1K | $11.7M | $26.4K | Added$11.7M |
| Well Done, LLC | 271.7K | $7.87M | — | New |
| UBS Group AG | 224.9K | $6.51M | $223.8K | Added$5.93M |
| Monument Capital Management | 196.9K | $5.7M | — | New |
| STIFEL FINANCIAL CORP | 176.7K | $5.11M | $936.5K | Added$2.69M |
| COMMONWEALTH EQUITY SERVICES, LLC | 175K | $5.06M | $1.41M | Added$1.32M |
| Van Cleef Asset Management,Inc | 173.7K | $5.03M | $1.4M | Added$1.35M |
| INDEPENDENT FINANCIAL GROUP, LLC | 123.1K | $3.56M | $963.9K | Added$1.07M |
| LPL Financial LLC | 122.8K | $3.55M | $700.8K | Added$1.74M |
| VestGen Advisors, LLC | 110.1K | $3.46M | — | New |
| AMERIPRISE FINANCIAL INC | 111.4K | $3.23M | $609K | Added$1.65M |
| HighTower Advisors, LLC | 108.4K | $3.14M | — | New |
| RAYMOND JAMES FINANCIAL INC | 86.4K | $2.5M | $592.4K | Added$972.5K |
| Tudor Financial Inc. | 79.4K | $2.3M | — | New |
| MARSHALL WACE, LLP | 75.9K | $2.2M | — | New |
| LITTLEJOHN FINANCIAL SERVICES, INC. | 67.6K | $1.96M | $545.8K | Added$536K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 63.7K | $1.84M | $514.7K | Added$458.5K |
| ENVESTNET ASSET MANAGEMENT INC | 61.7K | $1.79M | $385.8K | Added$789.7K |
| LEE JOHNSON CAPITAL MANAGEMENT, LLC | 60.1K | $1.74M | — | New |
| Wagner Wealth Management, Corp | 57.8K | $1.67M | — | New |
| Wealth Management Partners, LLC | 52.3K | $1.51M | — | New |
| COTTONWOOD CAPITAL ADVISORS, LLC | 50.5K | $1.46M | $407.7K | Added$396.8K |
| TRUIST FINANCIAL CORP | 49.7K | $1.44M | $208.2K | Added$900.9K |
| Brendel Financial Advisors LLC | 45.1K | $1.31M | — | New |
| Financial Sense Advisors, Inc. | 44.7K | $1.29M | — | New |
| Citadel | 39.7K | $1.15M | — | New |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 39.3K | $1.14M | $317.9K | Added$282.5K |
| TITLEIST ASSET MANAGEMENT, LLC | 36.3K | $1.05M | — | New |
| Mariner, LLC | 32.1K | $929.1K | — | New |
| MUIRFIELD WEALTH ADVISORS LLC | 31.5K | $911.7K | — | New |
| DAVENPORT & Co LLC | 30.6K | $886.2K | — | New |
| Amundi | 30.2K | $875.4K | — | New |
| GOLDMAN SACHS GROUP INC | 26.6K | $770.1K | $209.9K | Added$227.9K |
| Cetera Investment Advisers | 26.2K | $759.7K | — | New |
| Steward Partners Investment Advisory, LLC | 21K | $608K | $169.7K | Cut−$934.7K |
| Waldron Private Wealth LLC | 18.7K | $540.2K | $150.8K | Added$150.8K |
| Cadent Capital Advisors, LLC | 17.4K | $502.3K | — | New |
| JONES FINANCIAL COMPANIES LLLP | 16.7K | $497.9K | $52.4K | Added$375.6K |
| Kovack Advisors, Inc. | 17.5K | $496.1K | — | New |
| Genesee Capital Advisors, LLC | 16.3K | $472.1K | — | New |
| Tower Research Capital LLC (TRC) | 16.3K | $470.7K | $131.4K | Cut−$90.4K |
| &PARTNERS | 16.2K | $469.6K | $131.1K | Added$73.3K |
| Strategic Investment Solutions, Inc. /IL | 14.9K | $431.1K | $13.6K | Added$396K |
| Global Wealth Management, LLC | 14.2K | $411.1K | — | New |
| PATTEN & PATTEN INC/TN | 13K | $376.1K | $105K | Added$83.5K |
| GTS SECURITIES LLC | 11.4K | $329.7K | $92K | Cut−$1.02M |
| Corient Private Wealth LLC | 15.9K | $291.1K | −$25.3K | Added$81.4K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 8.41K | $243.4K | $67.9K | Added$24K |
| JPMORGAN CHASE & CO | 8.32K | $239.5K | $65.8K | Cut−$972.7K |
| LPWM LLC | 7.9K | $228.8K | — | New |
| Sanctuary Advisors, LLC | 7.55K | $218.7K | $61K | Cut−$30.8K |
| Sunbelt Securities, Inc. | 6.97K | $201.8K | $18.9K | Added$153K |
| TOTH FINANCIAL ADVISORY CORP | 4.1K | $118.7K | $33.1K | Added$33.1K |
| HARBOUR INVESTMENTS, INC. | 3.19K | $92.3K | $23.2K | Added$32.4K |
| HORIZON KINETICS ASSET MANAGEMENT LLC | 3.13K | $90.6K | — | New |
| Rockefeller Capital Management L.P. | 2.3K | $66.6K | $18.6K | Added$18.6K |
| LOWE BROCKENBROUGH & CO INC | 2.06K | $59.5K | $16.6K | Added$16.6K |
| Allworth Financial LP | 2.04K | $59K | $16.5K | Cut−$954 |
| Brentview Investment Management LLC | 2K | $57.9K | $8.08K | Added$37K |
| MAI Capital Management | 1.84K | $53.3K | $14.9K | Added$14.9K |
| Annis Gardner Whiting Capital Advisors, LLC | 1.79K | $52K | — | New |
| US BANCORP \DE\ | 1.58K | $45.6K | $12.7K | Added$12.7K |
| Advisors Preferred, LLC | 1.37K | $39.5K | — | New |
| Fidelity | 1.2K | $34.6K | $9.54K | Added$9.97K |
| Founders Financial Alliance, LLC | 1.1K | $31.7K | $8.82K | Added$8.88K |
| NewEdge Advisors, LLC | 29.8K | $29.8K | — | New |
| CWM, LLC | 598 | $17.3K | $13.5K | Added$17.3K |
| Smartleaf Asset Management LLC | 371 | $10.7K | — | Added$10.7K |
| BLAIR WILLIAM & CO/IL | 323 | $9.35K | $186 | Added$8.87K |
| Clearstead Advisors, LLC | 319 | $9.25K | $2.6K | Added$2.6K |
| Federation des caisses Desjardins du Quebec | 310 | $8.97K | — | New |
| Cedar Mountain Advisors, LLC | 165 | $4.78K | $1.34K | Added$1.34K |
| AlphaCore Capital LLC | 149 | $4.31K | $1.2K | Added$1.2K |
| BROWN, LISLE/CUMMINGS, INC. | 144 | $4.17K | $1.16K | Added$1.16K |
| AMICA MUTUAL INSURANCE CO | 138.2K | $4K | $1.12K | Added$1.12K |
| AE Wealth Management LLC | 137 | $3.97K | $1.11K | Added$1.11K |
| Allspring Global Investments Holdings, LLC | 87 | $2.48K | $502 | Added$502 |
| BNP PARIBAS FINANCIAL MARKETS | 48 | $1.39K | $388 | Cut−$4.15M |
| NBC SECURITIES, INC. | 30 | $870 | $244 | Added$244 |
| Cambridge Investment Research Advisors, Inc. | 11.7K | $337 | — | New |