| LPL Financial LLC | 1.7M | $54M | $806.3K | Added$36.5M |
| Bank of New York Mellon Corp | 1.51M | $48M | $1.99M | Added$4.74M |
| RAYMOND JAMES FINANCIAL INC | 663.5K | $21.1M | — | New |
| Pinnacle Wealth Management, LLC | 452.9K | $14.4M | — | New |
| DENVER WEALTH MANAGEMENT, INC. | 431K | $13.7M | — | New |
| JONES FINANCIAL COMPANIES LLLP | 297.8K | $9.17M | $78.9K | Added$3.85M |
| COMMONWEALTH EQUITY SERVICES, LLC | 271.1K | $8.61M | $30K | Added$7.96M |
| Meridian Financial Partners LLC | 245.7K | $7.87M | — | New |
| Prosperity Bancshares Inc | 237.5K | $7.54M | $202.9K | Added$3.14M |
| Independent Advisor Alliance | 227.2K | $7.21M | — | New |
| Western Wealth Management, LLC | 200.5K | $6.36M | — | New |
| Members Advisory Group LLC | 174.3K | $5.53M | — | New |
| Provident Wealth Management, LLC | 156.2K | $4.96M | $195.5K | Added$722.3K |
| Sigma Planning Corp | 147.5K | $4.68M | — | New |
| TRUIST FINANCIAL CORP | 141.4K | $4.49M | $149.7K | Added$1.24M |
| SENTINEL PENSION ADVISORS, LLC | 133K | $4.22M | — | New |
| ENVESTNET ASSET MANAGEMENT INC | 126.9K | $4.03M | $143K | Added$928.4K |
| Citadel | 115.8K | $3.68M | — | New |
| Cetera Investment Advisers | 106.3K | $3.38M | — | New |
| Endowment Wealth Management, Inc. | 105.6K | $3.35M | $144.3K | Added$225.6K |
| Cornerstone Planning Group LLC | 83.9K | $2.87M | — | New |
| D.A. DAVIDSON & CO. | 86K | $2.73M | — | New |
| Future Financial Wealth Managment LLC | 75.7K | $2.58M | — | New |
| Payne Capital LLC | 73.6K | $2.34M | $103K | Cut−$52.4K |
| Coastline Trust Co | 71K | $2.25M | — | New |
| MEMBERS WEALTH LLC | 64.1K | $2.18M | $22.9K | Added$1.66M |
| Bill Few Associates, Inc. | 66.3K | $2.11M | $15.3K | Added$1.78M |
| Dynamic Advisor Solutions LLC | 51K | $1.62M | — | New |
| Steward Partners Investment Advisory, LLC | 47.3K | $1.5M | $43.9K | Added$549.8K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 44.6K | $1.41M | — | New |
| World Investment Advisors | 42.1K | $1.34M | — | New |
| BAKER TILLY WEALTH MANAGEMENT, LLC | 31.5K | $1M | — | New |
| JANE STREET GROUP, LLC | 30.3K | $962.8K | $42.5K | Cut−$374.3K |
| VICTORY FINANCIAL GROUP, LLC | 21.3K | $677.6K | $29.9K | Cut−$386.8K |
| Embree Financial Group | 21K | $667.1K | — | New |
| Swisher Financial Concepts, Inc. | 20.1K | $636.6K | — | New |
| STIFEL FINANCIAL CORP | 19.3K | $611.4K | — | New |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 17.5K | $554.8K | — | New |
| FIRST AMERICAN BANK | 11.9K | $377.6K | — | New |
| Redwood Financial Network Corp | 11.8K | $375.7K | — | New |
| United Advisor Group, LLC | 8.48K | $269.2K | — | New |
| Sunpointe, LLC | 8.46K | $268.5K | — | New |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 8.27K | $262.4K | — | New |
| CreativeOne Wealth, LLC | 8.17K | $259.3K | — | New |
| PlanVest Financial, Inc | 8.08K | $256.6K | — | Held |
| Wedmont Private Capital | 6.91K | $232.5K | — | New |
| PNC Financial Services Group, Inc. | 4.44K | $141.1K | — | New |
| PRIVATE TRUST CO NA | 2.8K | $89K | $1.83K | Added$49.5K |
| JNBA Financial Advisors | 775 | $24.6K | — | New |
| CWM, LLC | 200 | $6.35K | — | New |
| Longview Financial Advisors, Inc. | 167 | $5.31K | — | New |
| Hartford Financial Management Inc. | 144 | $4.57K | — | New |
| Medallion Wealth Advisors, LLC | 120 | $3.81K | — | New |
| FLOW TRADERS U.S. LLC | 102.7K | $3.26K | — | New |
| Harbor Asset Planning, Inc. | 76 | $2.43K | — | New |
| Cambridge Investment Research Advisors, Inc. | 26K | $825 | — | New |
| HRT FINANCIAL LP | 7.52K | $238 | — | New |