| UBS Group AG | 486.8K | $14.1M | $1.39M | Added$1.41M |
| BANK OF AMERICA CORP /DE/ | 458.7K | $13.3M | $991.6K | Added$4.24M |
| Wharton Business Group, LLC | 270K | $7.84M | $772.2K | Added$689.4K |
| AMERIPRISE FINANCIAL INC | 114.3K | $3.32M | $286.8K | Added$695.3K |
| Portland Global Advisors LLC | 104.1K | $3.03M | $294.6K | Added$327.4K |
| MORGAN STANLEY | 94.2K | $2.74M | $178.8K | Added$1.1M |
| RAYMOND JAMES FINANCIAL INC | 76.6K | $2.23M | $219.1K | Cut−$1.45M |
| LPL Financial LLC | 72.5K | $2.11M | $181.5K | Added$445.6K |
| ROYAL BANK OF CANADA | 51.9K | $1.51M | $148.8K | Cut−$87K |
| Clearwater Capital Advisors, LLC | 36.3K | $1.05M | $103.8K | Added$63.8K |
| Lido Advisors, LLC | 33.1K | $961.6K | $172.2K | Added$213.1K |
| COMMONWEALTH EQUITY SERVICES, LLC | 27.7K | $803.8K | $79.1K | Added$74.2K |
| Avior Wealth Management, LLC | 26.2K | $759.8K | $74.8K | Added$74.8K |
| WELLS FARGO & COMPANY/MN | 24.9K | $722.2K | $67.3K | Added$105.5K |
| Steward Partners Investment Advisory, LLC | 23.6K | $685.4K | — | New |
| GTS SECURITIES LLC | 23.3K | $676.9K | — | New |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 21.2K | $616.1K | $60.7K | Cut−$12.8K |
| JONES FINANCIAL COMPANIES LLLP | 20.6K | $576.4K | $34.5K | Added$65.8K |
| PRUDENTIAL PLC | 16.1K | $467.7K | $42K | Added$82.7K |
| Cetera Investment Advisers | 15.3K | $445.1K | $41.3K | Added$66.8K |
| ENVESTNET ASSET MANAGEMENT INC | 12.4K | $360K | $26.9K | Added$113.8K |
| OSAIC HOLDINGS, INC. | 11.2K | $324.2K | $24.9K | Added$95.8K |
| Opes Wealth Management LLC | 10.9K | $318K | $31.3K | Cut−$60.4K |
| MML INVESTORS SERVICES, LLC | 9.64K | $280K | $25.2K | Added$48.8K |
| First Heartland Consultants, Inc. | 8.2K | $238.1K | $23.4K | Added$9.66K |
| OneDigital Investment Advisors LLC | 7.83K | $227.6K | $22.4K | Added$22.4K |
| Banco Santander, S.A. | 7.56K | $219.6K | — | New |
| MATAURO, LLC | 7.42K | $215.5K | — | New |
| Ally Invest Advisors Inc. | 7.38K | $214.3K | $21.1K | Cut−$3.41K |
| GOLDMAN SACHS GROUP INC | 7.18K | $208.6K | — | New |
| Rockefeller Capital Management L.P. | 3.49K | $101.4K | $6.64K | Added$40.6K |
| Founders Financial Alliance, LLC | 3.41K | $99.1K | $9.76K | Added$9.76K |
| FIFTH THIRD BANCORP | 1.41K | $41.1K | — | New |
| Tidemark, LLC | 1.39K | $40.4K | $3.97K | Added$3.77K |
| Sunbelt Securities, Inc. | 1K | $29.1K | $2.86K | Added$2.86K |
| Triumph Capital Management | 917 | $26.6K | $2.62K | Cut−$6.44K |
| Vision Retirement, LLC | 750 | $21.8K | $2.15K | Added$2.15K |
| Western Wealth Management, LLC | 700 | $20.3K | — | New |
| Pacific Center for Financial Services | 553 | $16.1K | $2.99K | Added$3.08K |
| PNC Financial Services Group, Inc. | 550 | $16K | $286 | Added$13.4K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 500 | $14.5K | $1.43K | Added$906 |
| Federation des caisses Desjardins du Quebec | 300 | $8.71K | $858 | Added$858 |
| Qube Research & Technologies Ltd | 295 | $8.57K | $844 | Cut−$73 |
| IFP Advisors, Inc | 291 | $8.45K | $833 | Added$833 |
| NATIONAL BANK OF CANADA /FI/ | 286 | $8.28K | — | New |
| Murphy & Mullick Capital Management Corp | 275 | $7.99K | $787 | Added$787 |
| Farther Finance Advisors, LLC | 257 | $7.5K | $771 | Added$771 |
| Archer Investment Corp | 248 | $7.2K | $709 | Added$709 |
| CFG Wealth Management Services, Inc. | 200 | $5.81K | $572 | Added$572 |
| Parallel Advisors, LLC | 200 | $5.81K | $572 | Added$572 |
| Fidelity | 180 | $5.23K | — | New |
| Geneos Wealth Management Inc. | 165 | $4.8K | $472 | Added$472 |
| HHM Wealth Advisors, LLC | 135 | $3.92K | $386 | Added$386 |
| 1 NORTH WEALTH SERVICES LLC | 85 | $2.47K | $243 | Added$243 |
| Golden State Wealth Management, LLC | 78 | $2.28K | $225 | Added$225 |
| Rossby Financial, LCC | 60 | $1.75K | $167 | Added$284 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 55 | $1.6K | $158 | Added$158 |
| Allworth Financial LP | 40 | $1.16K | $114 | Added$114 |
| Cambridge Investment Research Advisors, Inc. | 23K | $668 | $61 | Added$105 |
| Larson Financial Group LLC | 14 | $416 | — | New |
| AlphaCore Capital LLC | 1 | $23 | $3 | Added$3 |