| LPL Financial LLC | 2.18M | $139.3M | −$5.43M | Added$49.7M |
| MORGAN STANLEY | 798.2K | $51.1M | −$1.1M | Added$32.9M |
| Resonant Capital Advisors, LLC | 784.6K | $50.2M | — | New |
| RAYMOND JAMES FINANCIAL INC | 757K | $48.4M | −$1.81M | Added$18.6M |
| Cetera Investment Advisers | 612.6K | $39.2M | −$2.02M | Added$5.9M |
| BANK OF AMERICA CORP /DE/ | 546.2K | $34.9M | −$1.48M | Added$10.5M |
| ENVESTNET ASSET MANAGEMENT INC | 502.1K | $32.1M | −$1.41M | Added$8.92M |
| LANDAAS & CO /WI /ADV | 467.8K | $29.9M | −$1.84M | Cut−$310.2K |
| INDEPENDENT FINANCIAL GROUP, LLC | 373.9K | $23.9M | −$1.53M | Cut−$1.29M |
| OSAIC HOLDINGS, INC. | 350.6K | $22.4M | −$774.4K | Added$9.66M |
| GREAT VALLEY ADVISOR GROUP, INC. | 344.7K | $22.1M | −$1.36M | Cut−$415.4K |
| MML INVESTORS SERVICES, LLC | 341.5K | $21.8M | −$1.02M | Added$4.95M |
| PARK NATIONAL CORP /OH/ | 308.1K | $19.7M | −$1.22M | Cut−$406.5K |
| COMMONWEALTH EQUITY SERVICES, LLC | 297K | $19M | −$1.23M | Cut−$1.21M |
| ARQ WEALTH ADVISORS, LLC | 251.1K | $16.1M | −$921.5K | Added$868.6K |
| Planned Solutions, Inc. | 240.8K | $15.4M | −$971.6K | Cut−$615.1K |
| STIFEL FINANCIAL CORP | 236.1K | $15.1M | −$850K | Added$1.09M |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | 224.4K | $14.4M | — | New |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 220.4K | $14.1M | −$694.7K | Added$2.65M |
| Equitable Holdings, Inc. | 199.8K | $13.6M | $0 | Added$10.9M |
| Carr Financial Group Corp | 190.1K | $12.2M | — | New |
| HighTower Advisors, LLC | 169.1K | $10.8M | −$654K | Added$24.2K |
| D'Orazio & Associates, Inc. | 158.9K | $10.2M | −$629.3K | Cut−$208.1K |
| Certified Advisory Corp | 133.4K | $8.54M | −$147.6K | Added$6.1M |
| Sigma Planning Corp | 129.1K | $8.26M | — | New |
| CGN Advisors LLC | 111.4K | $7.12M | −$359K | Added$1.2M |
| Lakeshore Capital Group, Inc. | 108.8K | $6.96M | −$435K | Cut−$213K |
| PRINCIPAL SECURITIES, INC. | 103K | $6.59M | −$410.8K | Cut−$186K |
| GW HENSSLER & ASSOCIATES LTD | 99.5K | $6.37M | −$247.9K | Added$2.28M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 80.9K | $5.25M | −$33.5K | Added$4.8M |
| FIRST TRUST ADVISORS LP | 75.8K | $4.85M | −$313K | Cut−$424.4K |
| Marshall & Sterling Wealth Advisors Inc. | 69.5K | $4.45M | −$278.6K | Cut−$147.5K |
| Stratos Wealth Advisors, LLC | 69.2K | $4.43M | −$42.9K | Added$3.72M |
| Kestra Advisory Services, LLC | 63.4K | $4.06M | −$150K | Added$1.59M |
| Merit Financial Group, LLC | 61.2K | $3.91M | −$230.1K | Added$117.6K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 60.8K | $3.89M | −$251.3K | Cut−$357K |
| Milestones Private Investment Advisors LLC | 60.6K | $3.87M | −$239.7K | Cut−$77.9K |
| TRUIST FINANCIAL CORP | 58.9K | $3.77M | −$210.4K | Added$300K |
| OPTIMA CAPITAL LLC | 57.1K | $3.65M | −$235.9K | Cut−$359.2K |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 56.7K | $3.63M | — | New |
| WJ Wealth Management, LLC | 54.2K | $3.47M | −$223.8K | Cut−$365.2K |
| UPTICK PARTNERS, LLC | 51.1K | $3.27M | −$104.1K | Added$1.55M |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 45.3K | $2.9M | −$85.4K | Added$1.49M |
| Keating Financial Advisory Services, Inc. | 39K | $2.49M | −$59.1K | Added$1.52M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 36.6K | $2.34M | −$28.6K | Added$1.87M |
| FIRST COMMUNITY TRUST NA | 36.4K | $2.33M | — | New |
| ROYAL BANK OF CANADA | 33.8K | $2.17M | −$580 | Added$2.15M |
| Cedar Wealth Management, LLC | 31.9K | $2.04M | −$100.8K | Added$380.3K |
| Stonebridge Wealth Management, LLC | 30.1K | $1.93M | −$123.4K | Cut−$109.5K |
| CALTON & ASSOCIATES, INC. | 29.4K | $1.88M | −$114.6K | Cut−$10.3K |
| LongView Wealth Management | 22.3K | $1.57M | $9.17K | Cut−$95.2K |
| Sonoma Allocations LLC | 23K | $1.5M | −$78.7K | Added$353.7K |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 23.4K | $1.49M | −$84.2K | Added$106.5K |
| Geneos Wealth Management Inc. | 22.9K | $1.47M | — | New |
| LaSalle St. Investment Advisors, LLC | 22.4K | $1.43M | $1.4M | Added$1.43M |
| Dynamic Advisor Solutions LLC | 22.3K | $1.43M | −$77.5K | Added$147.6K |
| ADAPT WEALTH ADVISORS, LLC | 20.6K | $1.32M | −$78.3K | Added$24.6K |
| Spire Wealth Management | 18.6K | $1.19M | −$48.8K | Added$385.1K |
| Henderson Brothers Financial Partners, LLC | 17.4K | $1.11M | — | New |
| Bank of New York Mellon Corp | 17.4K | $1.11M | −$24.5K | Added$708.3K |
| Saxony Capital Management, LLC | 16.8K | $1.08M | −$52.3K | Added$215K |
| Disciplined Investments, LLC | 16.8K | $1.07M | −$69.2K | Cut−$69.2K |
| Rossby Financial, LCC | 16.5K | $1.07M | −$39 | Added$1.07M |
| Strategic Financial Concepts, LLC | 14.3K | $1.05M | — | New |
| Wealth Enhancement Trust Services, Inc. | 15.4K | $983K | — | New |
| CIBC WORLD MARKET INC. | 14.5K | $924.6K | −$42.4K | Added$225.2K |
| Nova Wealth Management, Inc. | 14.1K | $903.6K | −$32.1K | Added$374.4K |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 13.9K | $892.2K | −$57.6K | Cut−$442.3K |
| Golden State Wealth Management, LLC | 13.3K | $847.9K | −$45.7K | Added$95.3K |
| Prospera Financial Services Inc | 12.6K | $808.9K | −$17K | Added$527.9K |
| Avior Wealth Management, LLC | 11.7K | $749.6K | — | New |
| Breakwater Capital Group | 11.2K | $718.9K | −$37.7K | Added$97.7K |
| GOLDMAN SACHS GROUP INC | 10.9K | $697.3K | −$45K | Cut−$12.1M |
| Key Client Fiduciary Advisors, LLC | 10.6K | $679.4K | −$15.4K | Added$425.7K |
| GWN SECURITIES INC. | 8.6K | $550.2K | −$22.8K | Added$174.2K |
| Citadel | 7.99K | $511.4K | — | New |
| Impact Capital Partners LLC | 7.49K | $479K | — | New |
| MKT Advisors LLC | 7.24K | $474.1K | −$26.9K | Cut−$26.9K |
| BROWN ADVISORY INC | 7.29K | $466.5K | — | New |
| Kingsview Wealth Management, LLC | 7.02K | $448.9K | −$29K | Cut−$58.3K |
| Moors & Cabot, Inc. | 6.44K | $412.1K | — | New |
| Icahn Capital | 6.44K | $412K | −$18.5K | Added$106.5K |
| RITHOLTZ WEALTH MANAGEMENT | 6.37K | $407.2K | — | New |
| KEYVANTAGE WEALTH, LLC | 6.15K | $393.3K | −$25.4K | Cut−$219.4K |
| Integrated Wealth Concepts LLC | 5.78K | $370K | — | New |
| Creative Planning | 5.76K | $368.5K | −$23.8K | Cut−$23.8K |
| KANE INVESTMENT MANAGEMENT, INC. | 5.66K | $361.8K | −$23.4K | Cut−$65K |
| RFG Advisory, LLC | 5.36K | $343K | — | New |
| D.A. DAVIDSON & CO. | 5.09K | $325.9K | −$16K | Added$62.4K |
| Csenge Advisory Group | 4.93K | $315.7K | −$20.4K | Cut−$20.4K |
| US BANCORP \DE\ | 4.66K | $298.4K | — | New |
| HARBOUR INVESTMENTS, INC. | 4.45K | $284.4K | −$18.3K | Cut−$160.7K |
| JANE STREET GROUP, LLC | 4.1K | $262.2K | — | New |
| Brookstone Capital Management | 3.93K | $251.7K | — | New |
| Boston Partners | 3.9K | $249.8K | — | New |
| Sunflower Bank, N.A. | 3.71K | $237.1K | — | New |
| MERCER GLOBAL ADVISORS INC /ADV | 3.54K | $226.6K | — | New |
| SHP Wealth Management | 3.38K | $216.3K | — | New |
| Stratos Wealth Partners, LTD. | 3.25K | $208.1K | — | New |
| Forefront Wealth Partners, LLC | 3.19K | $203.9K | — | New |
| Advisory Services Network, LLC | 2.84K | $181.8K | — | New |
| Wagner Wealth Management, LLC | 2.29K | $146.4K | −$9.45K | Cut−$9.45K |
| Fidelity | 2.23K | $142.3K | −$7.67K | Added$16.4K |
| FIFTH THIRD BANCORP | 2.07K | $132.4K | −$322 | Added$127.1K |
| Comprehensive Financial Planning, Inc./PA | 1.82K | $116.2K | −$7.49K | Cut−$7.43K |
| Larson Financial Group LLC | 1.43K | $91.6K | −$5.92K | Cut−$6.06K |
| Bogart Wealth, LLC | 1.2K | $76.8K | −$4.96K | Cut−$4.96K |
| High Note Wealth, LLC | 1.13K | $72K | −$4.65K | Cut−$4.65K |
| Sankala Group LLC | 1.1K | $69.2K | −$2.78K | Added$31.1K |
| New England Capital Financial Advisors LLC | 1.02K | $65.2K | — | New |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 871 | $55.7K | — | New |
| JPMORGAN CHASE & CO | 904 | $55.7K | −$5.89K | Cut−$239K |
| CWM, LLC | 661 | $42.3K | $42.2K | Added$42.2K |
| Cambridge Investment Research Advisors, Inc. | 536.7K | $34.3K | −$2.19K | Cut−$1.74K |
| Allworth Financial LP | 488 | $31.2K | −$2.02K | Cut−$2.02K |
| BANK OF MONTREAL /CAN/ | 409 | $26.2K | −$1.69K | Cut−$40.1K |
| JNBA Financial Advisors | 366 | $23.4K | −$66 | Added$22.3K |
| Farther Finance Advisors, LLC | 352 | $22.8K | −$248 | Added$17.7K |
| TD Capital Management LLC | 340 | $21.8K | −$1.39K | Cut−$1.39K |
| Capital Analysts, LLC | 331K | $21.2K | −$655 | Added$10.4K |
| Trust Co | 183 | $11.7K | −$210 | Added$8.23K |
| VALLEY NATIONAL ADVISERS INC | 162K | $10.4K | −$669 | Cut−$5.32K |
| Western Wealth Management, LLC | 160 | $10.2K | — | New |
| Glass Jacobson Investment Advisors llc | 159 | $10.2K | −$656 | Cut−$656 |
| AE Wealth Management LLC | 155 | $9.91K | — | New |
| Olde Wealth Management, LLC | 151.1K | $9.67K | −$609 | Cut−$387 |
| ADVISORTRUST PARTNERS, LLC | 145 | $9.28K | — | New |
| Archer Investment Corp | 122 | $7.8K | — | New |
| JONES FINANCIAL COMPANIES LLLP | 107 | $6.68K | — | New |
| Aptus Capital Advisors, LLC | 44 | $2.81K | −$181 | Cut−$181 |
| FLOW TRADERS U.S. LLC | 38.5K | $2.47K | −$34 | Added$1.92K |
| UBS Group AG | 25 | $1.6K | −$104 | Cut−$150.8K |
| THOROUGHBRED FINANCIAL SERVICES, LLC | 24.7K | $1.58K | −$81 | Added$232 |
| Newbridge Financial Services Group, Inc. | 18 | $1.15K | −$75 | Cut−$75 |
| MCGUIRE CAPITAL ADVISORS INC | 10 | $640 | −$41 | Cut−$41 |
| Wall Street Financial Group, Inc. | 5 | $320 | — | New |
| Janney Montgomery Scott LLC | 4.79K | $306 | −$17 | Added$25 |
| Avion Wealth | 54 | $3 | −$0 | Added$1 |