| CAPITAL WEALTH MANAGEMENT, LLC | 571.1K | $22.7M | $210.6K | Added$11.9M |
| AE Wealth Management LLC | 255.6K | $10.1M | $147.9K | Added$2.6M |
| LPL Financial LLC | 145.5K | $5.77M | $102K | Added$571.8K |
| Lighthouse Wealth Management Inc. | 115.4K | $4.58M | $75.8K | Added$711.4K |
| Ipsen Advisor Group LLC | 102.2K | $4.06M | $77.9K | Added$59.2K |
| Comprehensive Wealth Management, LLC | 100.3K | $3.98M | $73.9K | Added$208.8K |
| Cetera Investment Advisers | 98.2K | $3.9M | $73.3K | Added$157K |
| BANK OF AMERICA CORP /DE/ | 94.1K | $3.73M | $67.9K | Added$274K |
| Sachetta, LLC | 81.5K | $3.23M | $62.1K | Cut−$27.5K |
| Certified Advisory Corp | 73K | $2.9M | $46.6K | Added$515.9K |
| COMMONWEALTH EQUITY SERVICES, LLC | 62.9K | $2.49M | $43.8K | Added$259.5K |
| WESCAP Management Group, Inc. | 43.9K | $1.74M | $30.7K | Added$178.5K |
| Apella Capital, LLC | 37.6K | $1.6M | $140.7K | Added$8.27K |
| ENVESTNET ASSET MANAGEMENT INC | 39.5K | $1.57M | $30.1K | Cut−$28.4K |
| MML INVESTORS SERVICES, LLC | 32.8K | $1.3M | $25K | Cut−$291.5K |
| JPMORGAN CHASE & CO | 33.4K | $1.3M | — | New |
| Berkeley, Inc | 30.9K | $1.23M | $23.3K | Added$40.8K |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | 11.4K | $1.01M | — | New |
| OSAIC HOLDINGS, INC. | 22.2K | $878.9K | $5.41K | Added$603.7K |
| IFP Advisors, Inc | 19.9K | $788.2K | $15.2K | Added$755 |
| PRINCIPAL SECURITIES, INC. | 17.5K | $692.6K | $12.5K | Added$53.4K |
| TOUNJIAN ADVISORY PARTNERS, LLC | 16.1K | $640.2K | $12.3K | Cut−$20.6K |
| Dynamic Advisor Solutions LLC | 16K | $636.1K | $12.2K | Cut−$10.5K |
| Fortitude Financial, LLC | 16K | $632.9K | $12.3K | Cut−$237.5K |
| JANE STREET GROUP, LLC | 15K | $593.5K | — | New |
| RAYMOND JAMES FINANCIAL INC | 14.8K | $586K | $11.3K | Cut−$22.8K |
| Montis Financial, LLC | 9.25K | $367K | $7.03K | Cut−$27.9K |
| Sigma Planning Corp | 8.94K | $354.7K | $6.82K | Cut−$59.3K |
| Capital Square, LLC | 8.54K | $353.7K | $17.3K | Added$86.5K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 8.87K | $352K | — | New |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 8.62K | $341.9K | $6.31K | Added$19.8K |
| TRUIST FINANCIAL CORP | 7.59K | $305K | — | New |
| MERCER GLOBAL ADVISORS INC /ADV | 7.58K | $300.7K | — | New |
| Glass Jacobson Investment Advisors llc | 7.55K | $299.6K | $5.76K | Added$5.76K |
| LaSalle St. Investment Advisors, LLC | 7.18K | $284.9K | $266.1K | Added$284.6K |
| GREAT VALLEY ADVISOR GROUP, INC. | 6.77K | $268.6K | $5.29K | Cut−$16.8K |
| Sage Mountain Advisors LLC | 6.59K | $261.5K | $5.03K | Cut−$133K |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 6.17K | $244.9K | $3.8K | Added$49.6K |
| Williams & Novak, LLC | 5.68K | $229.3K | $8.28K | Added$8.28K |
| Citadel | 5.59K | $221.6K | $4.26K | Cut−$472.9K |
| Geneos Wealth Management Inc. | 3.1K | $123.1K | $410 | Added$102.4K |
| Western Wealth Management, LLC | 2.03K | $80.4K | — | New |
| MATHER GROUP, LLC. | 1.23K | $48.8K | — | New |
| UBS Group AG | 766 | $30.4K | — | New |
| MORGAN STANLEY | 739 | $29.3K | $572 | Added$572 |
| Allworth Financial LP | 684 | $27.1K | $522 | Cut−$21.5K |
| Fidelity | 272 | $10.8K | $137 | Added$4.86K |
| Steward Partners Investment Advisory, LLC | 250 | $9.92K | — | New |
| Cambridge Investment Research Advisors, Inc. | 183.3K | $7.27K | $18 | Added$6.38K |
| ROYAL BANK OF CANADA | 96 | $4K | $0 | Held |
| HARBOUR INVESTMENTS, INC. | 100 | $3.97K | $77 | Added$77 |
| ASSETMARK, INC | 61 | $2.42K | $46 | Added$46 |
| Janney Montgomery Scott LLC | 47.5K | $1.89K | $36 | Cut−$19 |
| First PREMIER Bank | 39.3K | $1.56K | $24 | Added$374 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | 10.1K | $400 | $7 | Added$7 |
| Capital Analysts, LLC | 1.54K | $61 | $1 | Added$1 |
| HANTZ FINANCIAL SERVICES, INC. | 780 | $31 | — | New |
| WELLS FARGO & COMPANY/MN | 0 | $8 | — | Held |
| CoreCap Advisors, LLC | 0 | $1 | — | Cut−$24.9K |