| MORGAN STANLEY | 783.7K | $65.7M | $654.1K | Added$11.5M |
| BANK OF AMERICA CORP /DE/ | 756.8K | $63.4M | $756.9K | Cut−$1.69M |
| OSAIC HOLDINGS, INC. | 735.5K | $61.6M | $713.5K | Added$2.57M |
| LPL Financial LLC | 480.5K | $40.3M | $461.1K | Added$2.08M |
| RAYMOND JAMES FINANCIAL INC | 459.1K | $38.5M | $421.1K | Added$3.6M |
| AJ Advisors, LLC | 443.5K | $37.2M | $429.3K | Added$1.62M |
| COMMONWEALTH EQUITY SERVICES, LLC | 400.4K | $33.5M | $396.7K | Added$709.8K |
| ENVESTNET ASSET MANAGEMENT INC | 253.7K | $21.2M | $92.9K | Added$13.6M |
| JPMORGAN CHASE & CO | 190.8K | $15.5M | −$182.1K | Added$4.52M |
| Baltimore-Washington Financial Advisors, Inc. | 182.3K | $15.3M | $167.9K | Added$1.38M |
| UBS Group AG | 170.5K | $14.3M | $170.5K | Cut−$3.83M |
| Sanctuary Advisors, LLC | 167.1K | $14M | $84.9K | Added$6.97M |
| Fifth Third Securities, Inc. | 155.7K | $13M | $149.1K | Added$709.6K |
| JANE STREET GROUP, LLC | 144.8K | $12.1M | $37.2K | Added$9.05M |
| Confluence Wealth Services, Inc. | 143.3K | $12M | $136.1K | Added$741.4K |
| Beacon Pointe Advisors, LLC | 132.8K | $11.1M | $119.9K | Added$1.2M |
| Rothschild Wealth LLC | 124.6K | $10.4M | $113.3K | Added$1.05M |
| Cetera Investment Advisers | 107.4K | $9M | $104.1K | Added$381.9K |
| Lynx Investment Advisory | 97.2K | $8.14M | $75.2K | Added$1.91M |
| MAI Capital Management | 95.3K | $7.98M | $87.9K | Added$712.7K |
| ROYAL BANK OF CANADA | 94K | $7.88M | $69.4K | Added$2.08M |
| WealthPlan Investment Management, LLC | 93.6K | $7.84M | $93.7K | Cut−$6.03M |
| Concord Wealth Partners | 91.3K | $7.65M | $82.5K | Added$820.3K |
| Concord Asset Management, LLC/VA | 89.7K | $7.52M | $81.4K | Added$780.7K |
| TrueWealth Advisors, LLC | 88.3K | $7.4M | $85K | Added$357.6K |
| Atria Investments, Inc | 79.7K | $6.68M | — | New |
| RIVER'S EDGE WEALTH MANAGEMENT, LLC | 74.5K | $6.5M | −$152.8K | Cut−$100.5K |
| BAILARD, INC. | 75.3K | $6.31M | $72.1K | Added$340.3K |
| Northwest & Ethical Investments L.P. | 73.9K | $6.19M | $73.9K | Cut−$897.9K |
| TRUIST FINANCIAL CORP | 73.3K | $6.14M | $73K | Added$95.9K |
| CAPTRUST FINANCIAL ADVISORS | 67.4K | $5.64M | $66.3K | Cut−$376.5K |
| WealthPLAN Partners, LLC | 67K | $5.61M | $66.9K | Cut−$1.23M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 65.9K | $5.52M | $66K | Cut−$402.3K |
| ADG Wealth Management Group, LLC | 62.9K | $5.27M | $58.2K | Added$449K |
| Rockefeller Capital Management L.P. | 58.4K | $4.89M | $58.4K | Added$45K |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 56.8K | $4.87M | — | New |
| GHP Investment Advisors, Inc. | 56.2K | $4.71M | $56.2K | Added$6.4K |
| JONES FINANCIAL COMPANIES LLLP | 50.1K | $4.06M | −$71.3K | Added$406.7K |
| Mariner, LLC | 46K | $3.85M | $46K | Cut−$225K |
| Independent Advisor Alliance | 45.9K | $3.84M | — | New |
| Sunbelt Securities, Inc. | 45.5K | $3.81M | $45K | Added$82.1K |
| Prime Capital Investment Advisors, LLC | 44.6K | $3.74M | $44.3K | Added$69.5K |
| CreativeOne Wealth, LLC | 43.4K | $3.64M | $43.4K | Added$32.1K |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | 41K | $3.44M | $41K | Added$41K |
| Intrua Financial, LLC | 38.9K | $3.26M | $37K | Added$184.2K |
| McKinley Carter Wealth Services, Inc. | 38.6K | $3.23M | $38.3K | Added$66.5K |
| Good Harbor Advisors, Inc. | 38K | $3.19M | $35.6K | Added$239.8K |
| BERKSHIRE ASSET MANAGEMENT LLC/PA | 37.7K | $3.15M | $37.3K | Added$64.2K |
| MML INVESTORS SERVICES, LLC | 37.4K | $3.14M | $37.5K | Cut−$631.9K |
| Capital Investment Advisors, LLC | 37K | $3.1M | $37K | Cut−$151.1K |
| Goepper Burkhardt LLC | 36.7K | $3.07M | $30.4K | Added$555.4K |
| Larson Financial Group LLC | 32.3K | $2.71M | $30.4K | Added$186.9K |
| Kestra Advisory Services, LLC | 31.5K | $2.64M | $30.4K | Added$118.7K |
| Colonial Trust Co / SC | 28.6K | $2.4M | $28.6K | Added$28.6K |
| Kraft, Davis & Associates, LLC | 25.4K | $2.23M | $79.6K | Added$37.3K |
| US BANCORP \DE\ | 26.2K | $2.19M | $26.2K | Cut−$101.4K |
| Aptus Capital Advisors, LLC | 25.6K | $2.14M | $25.6K | Cut−$46.3K |
| Anchor Investment Management, LLC | 25.3K | $2.12M | $25.3K | Added$25.3K |
| Citadel | 25.3K | $2.12M | $10.1K | Added$1.28M |
| Heck Capital Advisors, LLC | 24.6K | $2.06M | $23.9K | Added$84.5K |
| LifeGoal Investments, LLC | 23.9K | $2.02M | −$39.3K | Added$261.1K |
| STIFEL FINANCIAL CORP | 21.9K | $1.84M | $20.7K | Added$144.7K |
| Westfuller Advisors, LLC | 20.6K | $1.73M | $20.6K | Cut−$105.4K |
| Creative Planning | 19.1K | $1.6M | $19.1K | Cut−$6.2K |
| Family Capital Management, Inc. | 17.7K | $1.48M | $14.3K | Added$301.7K |
| Stratos Wealth Advisors, LLC | 17.5K | $1.46M | $17.5K | Cut−$169.4K |
| BRANDYWINE OAK PRIVATE WEALTH LLC | 17.3K | $1.45M | $17.3K | Added$13.5K |
| CFS Investment Advisory Services, LLC | 16.3K | $1.45M | $69K | Added$475K |
| HighTower Advisors, LLC | 16.4K | $1.38M | $15.6K | Added$87.2K |
| Bank of New York Mellon Corp | 14.8K | $1.24M | $12K | Added$250.6K |
| Kingsview Wealth Management, LLC | 14.1K | $1.18M | $14.1K | Cut−$12.7K |
| Fidelity | 13.7K | $1.15M | $2.8K | Added$919.1K |
| Kovack Advisors, Inc. | 13.4K | $1.12M | $13.3K | Cut−$15.9K |
| OLD NATIONAL BANCORP /IN/ | 13.3K | $1.11M | $13.3K | Added$13.3K |
| SWEENEY & MICHEL, LLC | 12.7K | $1.11M | −$26.2K | Cut−$34.2K |
| Kohmann Bosshard Financial Services, LLC | 12.8K | $1.08M | $12.8K | Added$12.8K |
| Pine Harbor Wealth Management, LLC | 12.6K | $1.05M | $12.6K | Added$12.6K |
| Vestmark Advisory Solutions, Inc. | 12.4K | $1.04M | $12.4K | Cut−$2.3M |
| Detalus Advisors, LLC | 12.1K | $1.02M | $12.1K | Added$6.41K |
| PNC Financial Services Group, Inc. | 11.5K | $964K | $10.4K | Added$106.1K |
| Dynasty Wealth Management, LLC | 10.8K | $901.2K | — | New |
| Advisory Services Network, LLC | 10.8K | $901.1K | $10.4K | Added$42.1K |
| Fiduciary Planning LLC | 10.6K | $888.1K | $10.6K | Added$11.2K |
| Integrated Wealth Concepts LLC | 10.5K | $881.2K | $10.6K | Added$6.41K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 10.3K | $860.1K | $9.98K | Added$34.4K |
| Roof Eidam Maycock Peralta, LLC | 10K | $837.7K | $10K | Added$10K |
| Beacon Financial Advisory LLC | 9.98K | $836.4K | $10K | Cut−$136.8K |
| Indivisible Partners | 9.79K | $820.1K | $9.49K | Added$35.6K |
| KINGSWOOD WEALTH ADVISORS, LLC | 9.5K | $795.6K | $7.98K | Added$134.8K |
| Bond & Devick Financial Network, Inc. | 9.16K | $767.5K | $9.16K | Added$9.66K |
| John W. Brooker & Co., CPAs | 8.95K | $749.8K | $6.09K | Added$245.6K |
| BOURGEON CAPITAL MANAGEMENT LLC | 8.88K | $743.7K | $8.9K | Cut−$351.2K |
| Stratos Wealth Partners, LTD. | 8.21K | $687.6K | $8.28K | Cut−$10.8M |
| Equitable Holdings, Inc. | 8.14K | $673.4K | $1 | Cut−$717K |
| Icon Wealth Advisors, LLC | 7.65K | $656.5K | $23K | Added$23.1K |
| Aspect Partners, LLC | 7.69K | $644K | $7.69K | Added$7.69K |
| PRINCIPAL SECURITIES, INC. | 7.6K | $636.7K | $4.54K | Added$261K |
| Arax Advisory Partners | 7.58K | $634.9K | $1.03K | Added$548.5K |
| Arkadios Wealth Advisors | 7.51K | $629.4K | $5.69K | Added$158.4K |
| SNOWWATER INVESTMENT PARTNERS, LLC | 7.46K | $625.2K | $7.37K | Added$11.6K |
| PFG Investments, LLC | 7.41K | $620.4K | — | New |
| SAGESPRING WEALTH PARTNERS, LLC | 7.29K | $611.1K | — | New |
| GOLDMAN SACHS GROUP INC | 7.1K | $594.9K | $7.1K | Cut−$1.02M |
| MERCER GLOBAL ADVISORS INC /ADV | 7.06K | $591.2K | $6.19K | Added$81.7K |
| Human Investing LLC | 7.05K | $590.3K | $6.94K | Added$21.3K |
| GUARDIAN WEALTH ADVISORS, LLC / NC | 6.99K | $585.1K | $6.98K | Added$1.11K |
| Guardian Asset Advisors, LLC | 6.91K | $579K | $6.99K | Cut−$454 |
| Private Advisor Group, LLC | 6.88K | $576.7K | $6.87K | Cut−$67K |
| SAX WEALTH ADVISORS, LLC | 6.86K | $567.8K | $0 | Held |
| FIRST MANHATTAN CO. LLC. | 6.5K | $544.5K | $6.5K | Added$6.5K |
| ShoreHaven Wealth Partners, LLC | 6.49K | $543.9K | $6.45K | Cut−$106.1K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 6.34K | $531.2K | $5.31K | Added$91.9K |
| NOVEM GROUP | 6.34K | $530.8K | $4.53K | Added$156.7K |
| Security Financial Services, INC. | 5.9K | $494.2K | $5.78K | Added$16.1K |
| Financial Perspectives, Inc | 5.61K | $470.2K | $5.63K | Added$7.14K |
| Bull Harbor Capital LLC | 5.49K | $460K | — | Held |
| GTS SECURITIES LLC | 5.36K | $449K | $5.36K | Cut−$242K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 5.36K | $449K | $5.21K | Added$21.3K |
| D.A. DAVIDSON & CO. | 5.29K | $442.9K | $4.93K | Added$35.9K |
| Ackerman Capital Advisors, LLC | 5.26K | $440.4K | $5.26K | Added$5.26K |
| Opulen Financial Group LLC | 5.13K | $430K | $5.17K | Added$6.68K |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 5.12K | $428.9K | $5.13K | Cut−$40.5K |
| Sigma Planning Corp | 4.99K | $417.6K | $4.95K | Added$5.21K |
| Annex Advisory Services, LLC | 4.95K | $414.5K | $4.94K | Added$5.86K |
| Farther Finance Advisors, LLC | 4.61K | $390.6K | $8.98K | Cut−$77.9K |
| Beacon Bridge Wealth Partners, LLC | 4.64K | $388.9K | $4.64K | Added$4.64K |
| MONETA GROUP INVESTMENT ADVISORS LLC | 4.64K | $388.8K | $4.61K | Cut−$26.3K |
| OpenArc Corporate Advisory, LLC | 4.64K | $388.5K | — | New |
| Second Line Capital, LLC | 4.35K | $381.7K | $21.1K | Added$30.4K |
| Regal Investment Advisors LLC | 4.49K | $376.2K | $3.65K | Added$73.9K |
| CHOREO, LLC | 4.44K | $371.9K | $3.06K | Added$3.06K |
| Clarity Asset Management, Inc. | 4.42K | $369.9K | $4.37K | Cut−$570K |
| Envestnet Portfolio Solutions, Inc. | 4.25K | $355.6K | $3.54K | Added$62.8K |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 4.19K | $354.8K | $8.12K | Added$8.12K |
| Probity Advisors, Inc. | 4.19K | $351.2K | $4.19K | Added$4.19K |
| Outlook Wealth Advisors, LLC | 4.05K | $339.5K | — | New |
| Princeton Global Asset Management LLC | 3.89K | $325.5K | $3.89K | Cut−$29.2K |
| COZAD ASSET MANAGEMENT INC | 3.83K | $321.3K | $3.83K | Added$3.83K |
| Occidental Asset Management, LLC | 3.83K | $320.4K | $3.53K | Added$28.7K |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 3.73K | $312.1K | $3.55K | Added$16.4K |
| SFMG, LLC | 3.62K | $303.4K | $3.62K | Added$3.62K |
| Harfst & Associates, Inc. | 3.58K | $300K | $3.57K | Added$4.66K |
| Crescent Grove Advisors, LLC | 3.52K | $294.5K | $3.52K | Added$3.52K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 3.44K | $287.8K | — | New |
| CWS Financial Advisors, LLC | 3.36K | $281.5K | $3.33K | Added$3.5K |
| Orgel Wealth Management, LLC | 3.36K | $281.3K | — | New |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 3.33K | $278.5K | $3.07K | Added$24K |
| Valmark Advisers, Inc. | 3.27K | $274.1K | $3.25K | Added$4.51K |
| Wealthcare Advisory Partners LLC | 3.23K | $270.6K | $3.14K | Added$8.59K |
| Mayflower Financial Advisors, LLC | 3.22K | $269.6K | $3.22K | Cut−$27.2K |
| Waterloo Capital, L.P. | 2.86K | $239.8K | $2.86K | Added$3.28K |
| Ausdal Financial Partners, Inc. | 2.81K | $235.3K | $2.81K | Cut−$73.1K |
| EAGLE ROCK INVESTMENT COMPANY, LLC | 2.78K | $233K | $2.78K | Added$2.78K |
| ASSETMARK, INC | 2.77K | $232.2K | $2.77K | Cut−$16.3K |
| J.W. COLE ADVISORS, INC. | 2.73K | $229.1K | — | New |
| Tennessee Valley Asset Management Partners | 2.65K | $222.4K | $2.64K | Cut−$4.89K |
| CHATHAM CAPITAL GROUP, INC. | 2.63K | $220.7K | $2.64K | Cut−$5.64K |
| Vision Retirement, LLC | 2.61K | $218.8K | $2.64K | Cut−$218.9K |
| McLean Asset Management Corp | 2.61K | $218.6K | −$3.37K | Cut−$3.37K |
| Curi Capital, LLC | 2.6K | $218.1K | — | New |
| Cerity Partners LLC | 2.6K | $217.8K | — | New |
| Orion Porfolio Solutions, LLC | 2.44K | $204.8K | $2.48K | Cut−$145.6K |
| CPC Advisors, LLC | 2.42K | $203.1K | $2.42K | Added$2.42K |
| Elevation Wealth Management LLC | 2.41K | $202K | — | New |
| Delos Wealth Advisors, LLC | 2.37K | $198.9K | $2.37K | Added$2.37K |
| CITIGROUP INC | 2.28K | $191K | $2.28K | Cut−$18.2K |
| HUNTINGTON NATIONAL BANK | 1.84K | $153.8K | $1.84K | Added$1.84K |
| NBC SECURITIES, INC. | 1.75K | $146.3K | $1.5K | Added$18.7K |
| Synergy Investment Management, LLC | 1.73K | $145K | — | New |
| PRIVATE TRUST CO NA | 1.6K | $133.7K | $1.6K | Added$1.6K |
| Godfrey Financial Associates, Inc. | 1.29K | $108.2K | — | New |
| Blue Trust, Inc. | 1.27K | $106.8K | $1.27K | Added$1.27K |
| Merkkuri Wealth Advisors LLC | 1.12K | $94.2K | — | New |
| FRANKLIN RESOURCES INC | 1.04K | $87.5K | $1.04K | Cut−$683.8K |
| Western Wealth Management, LLC | 972 | $81.4K | — | New |
| AE Wealth Management LLC | 907 | $76K | $359 | Added$45K |
| IFP Advisors, Inc | 906 | $75.9K | $906 | Added$161 |
| Glen Eagle Advisors, LLC | 889 | $74.5K | $789 | Added$9.17K |
| Millstone Evans Group, LLC | 875 | $73.3K | $875 | Added$875 |
| NATIONAL BANK OF CANADA /FI/ | 725 | $60.7K | $275 | Added$38K |
| Imprint Wealth LLC | 723 | $60.6K | $723 | Added$723 |
| Cullen/Frost Bankers, Inc. | 631 | $52.9K | $651 | Added$819 |
| Steward Partners Investment Advisory, LLC | 604 | $50.6K | $606 | Cut−$885 |
| BlackRock, Inc. | 516 | $43.2K | $516 | Cut−$20.3K |
| Triumph Capital Management | 424 | $35.5K | $424 | Cut−$76.3K |
| CVA Family Office, LLC | 420 | $35.2K | — | New |
| BANK OF MONTREAL /CAN/ | 396 | $33.2K | $380 | Added$1.72K |
| FIFTH THIRD BANCORP | 375 | $31.4K | — | New |
| Steigerwald, Gordon & Koch Inc. | 353 | $29.6K | $385 | Added$385 |
| Smartleaf Asset Management LLC | 358 | $29.1K | — | New |
| Signature Resources Capital Management, LLC | 314 | $26.3K | $314 | Added$314 |
| AlphaCore Capital LLC | 300 | $25.1K | — | New |
| Pacifica Partners Inc. | 236 | $19.8K | $54 | Added$138 |
| ASHTON THOMAS SECURITIES, LLC | 200 | $16.8K | — | New |
| Janney Montgomery Scott LLC | 195.1K | $16.3K | $189 | Added$739 |
| Spire Wealth Management | 175 | $14.7K | $175 | Cut−$2.31K |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 173 | $14.5K | — | New |
| BFSG, LLC | 151 | $12.7K | $151 | Added$151 |
| Cornerstone Planning Group LLC | 136 | $11.9K | $154 | Added$241 |
| VANGUARD ADVISERS INC | 127 | $10.6K | — | Held |
| Thrivent Financial for Lutherans | 117K | $9.8K | $79 | Added$241 |
| EverSource Wealth Advisors, LLC | 100 | $8.38K | $100 | Added$100 |
| Strive Financial Group ,LLC | 97 | $8K | — | New |
| Cambridge Investment Research Advisors, Inc. | 94K | $7.87K | $95 | Cut−$314 |
| Portfolio Resources Advisor Group, Inc. | 73 | $6.12K | — | New |
| Ashton Thomas Private Wealth, LLC | 69 | $5.78K | — | New |
| Ritter Daniher Financial Advisory LLC / DE | 64 | $5.36K | $64 | Added$64 |
| Golden State Wealth Management, LLC | 53 | $4.44K | $53 | Cut−$2.19M |
| Russell Investments Group, Ltd. | 50 | $4.19K | $50 | Added$50 |
| BIRCHBROOK, INC. | 48 | $4.04K | — | New |
| Providence Capital Advisors, LLC | 44 | $3.69K | $44 | Added$44 |
| Capital Analysts, LLC | 31.9K | $2.67K | $25 | Added$552 |
| CWM, LLC | 25 | $2.1K | $671 | Added$2.1K |
| Security National Bank | 23 | $1.93K | — | New |
| Capital Advisors, Ltd. LLC | 12.3K | $1.03K | $13 | Added$41 |
| FLOW TRADERS U.S. LLC | 8.26K | $692 | $8 | Cut−$126 |
| PARK AVENUE SECURITIES LLC | 5.43K | $455 | $5 | Added$24 |
| Virtu Financial LLC | 4.89K | $410 | — | New |
| Allworth Financial LP | 4 | $336 | $4 | Added$4 |
| WELLS FARGO & COMPANY/MN | 0 | $7 | — | Cut−$10.6K |
| HANTZ FINANCIAL SERVICES, INC. | 7 | $1 | $0 | Held |