| PRUDENTIAL FINANCIAL INC | 2.61M | $108.5M | — | New |
| Apollon Wealth Management, LLC | 1.73M | $71.7M | −$907.5K | Cut−$250.8K |
| ENVESTNET ASSET MANAGEMENT INC | 1.29M | $53.4M | −$27.4K | Added$51.2M |
| RAYMOND JAMES FINANCIAL INC | 1.19M | $49.3M | −$560.9K | Added$4.8M |
| HOWARD FINANCIAL SERVICES, LTD. | 779.8K | $32.4M | −$388.5K | Added$1.55M |
| BOYUM WEALTH ARCHITECTS LLC | 655.8K | $27.3M | −$333.2K | Added$1.75M |
| Beacon Pointe Advisors, LLC | 513.7K | $21.3M | −$48.9K | Added$17.4M |
| Advisory Resource Group | 500.1K | $20.8M | −$250.6K | Added$879.2K |
| COMMONWEALTH EQUITY SERVICES, LLC | 469.4K | $19.5M | −$247.7K | Cut−$166.3K |
| JONES FINANCIAL COMPANIES LLLP | 359.6K | $14.9M | −$201.6K | Added$2.41M |
| Mariner, LLC | 344.7K | $14.3M | −$36.8K | Added$11.4M |
| Team Financial Group, LLC | 333.9K | $13.9M | −$168.6K | Added$484.6K |
| First Heartland Consultants, Inc. | 308.8K | $12.8M | −$158.7K | Added$231.5K |
| OSAIC HOLDINGS, INC. | 300.3K | $12.5M | −$146.5K | Added$848.8K |
| RFG - Bristol Wealth Advisors, LLC | 268.1K | $11.1M | −$126.7K | Added$1.08M |
| NOVEM GROUP | 265.4K | $11M | −$132.4K | Added$518.3K |
| GENESIS PRIVATE WEALTH, LLC | 222.6K | $9.24M | −$118K | Cut−$121.7K |
| Integrity Wealth Solutions LLC | 213.2K | $8.85M | −$106K | Added$444.3K |
| Integrated Wealth Concepts LLC | 190.4K | $7.91M | −$100K | Cut−$24.7K |
| MGO ONE SEVEN LLC | 188.9K | $7.84M | −$90.8K | Added$638.4K |
| AJ Advisors, LLC | 181.9K | $7.55M | −$93.7K | Added$116.9K |
| Huntleigh Advisors, Inc. | 165.9K | $6.89M | −$85.3K | Added$116.7K |
| STIFEL FINANCIAL CORP | 161.9K | $6.72M | −$75.8K | Added$702.2K |
| Bank of New York Mellon Corp | 157.9K | $6.55M | −$78.1K | Added$356.4K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 149.9K | $6.24M | −$66K | Cut−$491.7K |
| Prime Capital Investment Advisors, LLC | 128K | $5.31M | −$65.3K | Added$133.9K |
| Pinnacle Financial Group, LLC / IL | 127.6K | $5.3M | −$54.8K | Added$956.9K |
| SILVER OAK SECURITIES, INCORPORATED | 122K | $5.06M | −$65.9K | Added$280.9K |
| Apollon Financial, LLC | 112.6K | $4.67M | −$57.2K | Added$140.9K |
| Cetera Investment Advisers | 110.8K | $4.6M | −$17.5K | Added$3.21M |
| Prosperity Financial Group, Inc. | 107.3K | $4.46M | −$54.1K | Added$163.1K |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | 105.3K | $4.37M | −$41.2K | Added$1.1M |
| Kingsview Wealth Management, LLC | 93K | $3.86M | −$10.5K | Added$3.03M |
| Private Wealth Asset Management, LLC | 85.6K | $3.55M | −$28.5K | Added$1.29M |
| LPL Financial LLC | 80.8K | $3.35M | −$42.8K | Cut−$319.3K |
| &PARTNERS | 80.3K | $3.33M | −$40.1K | Added$3M |
| Maia Wealth LLC | 79K | $3.28M | −$69.4K | Added$7.86K |
| Kelman-Lazarov, Inc. | 78.5K | $3.26M | −$34.5K | Added$519.2K |
| HighTower Advisors, LLC | 71.3K | $2.96M | −$37.1K | Added$26.9K |
| RICHARDS, MERRILL & PETERSON, INC. | 65.2K | $2.71M | −$33.6K | Added$39.7K |
| First Citizens Financial Corp | 52.6K | $2.18M | −$21.9K | Added$441.3K |
| Clearstead Advisors, LLC | 52.3K | $2.17M | — | New |
| SilverOak Wealth Management LLC | 52.1K | $2.16M | −$26.2K | Added$84.3K |
| MSH Capital Advisors LLC | 51.8K | $2.15M | −$27.5K | Cut−$261.3K |
| JANE STREET GROUP, LLC | 51.1K | $2.12M | — | New |
| Sanctuary Advisors, LLC | 42K | $1.74M | −$19.6K | Added$185.3K |
| Daybright Advisory Services, Inc. | 38.6K | $1.6M | −$20.3K | Cut−$10.4K |
| Golden State Equity Partners | 38.1K | $1.58M | −$7.49K | Added$1.09M |
| TWIN PEAKS WEALTH ADVISORS, LLC | 35.2K | $1.46M | −$22.9K | Cut−$72.6K |
| Armor Investment Advisors, LLC | 34.4K | $1.43M | −$18.2K | Cut−$334.9K |
| Investors Portfolio Services LLC | 32.3K | $1.35M | −$17.8K | Cut−$83.5K |
| JPMORGAN CHASE & CO | 30.9K | $1.28M | −$5.02K | Added$870.5K |
| OneDigital Investment Advisors LLC | 28.6K | $1.19M | — | New |
| Citadel | 25.9K | $1.08M | −$11.1K | Added$194K |
| NATIONAL BANK OF CANADA /FI/ | 22.4K | $933.7K | — | New |
| Farther Finance Advisors, LLC | 21.3K | $884.3K | −$6.04K | Added$387.3K |
| WealthPLAN Partners, LLC | 20.6K | $855.2K | −$10.9K | Cut−$10.9K |
| Coign Capital Advisors LLC | 19K | $790.9K | −$10.2K | Cut−$48.1K |
| GATEWAY INVESTMENT ADVISERS LLC | 18.2K | $756.2K | — | New |
| Rockefeller Capital Management L.P. | 16.1K | $667K | −$8.52K | Cut−$209.4K |
| Goodwin Investment Advisory | 16K | $664.3K | — | New |
| Peck Wealth Management, LLC | 15K | $622.6K | −$7.54K | Added$22.1K |
| Three Magnolias Financial Advisors, LLC | 13.3K | $552K | −$7.05K | Cut−$56K |
| Cypress Capital, LLC | 10.6K | $441.8K | −$5.63K | Cut−$538.8K |
| SUMMIT WEALTH GROUP LLC / CO | 8.98K | $372.7K | −$3.98K | Added$57.3K |
| Acorn Wealth Advisors, LLC | 7.66K | $317.9K | −$4.04K | Cut−$2.8K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 7.19K | $298.3K | −$3.79K | Cut−$220 |
| CORA CAPITAL ADVISORS LLC | 6.67K | $277K | −$3.35K | Added$11K |
| Axecap Investments, LLC | 6.39K | $265.1K | −$3.06K | Added$22.1K |
| GWN SECURITIES INC. | 6.35K | $263.6K | −$3.16K | Added$13.2K |
| TRUIST FINANCIAL CORP | 5.74K | $238.2K | −$3.06K | Cut−$8.14M |
| Everest Financial Group LLC | 5.46K | $226.4K | — | New |
| MML INVESTORS SERVICES, LLC | 5.02K | $208.5K | −$2.68K | Cut−$24.7K |
| Register Financial Advisors LLC | 3.1K | $128.8K | — | New |
| WELLS FARGO & COMPANY/MN | 3.05K | $126.6K | −$12 | Added$126.6K |
| NewEdge Advisors, LLC | 57K | $57K | — | New |
| MORGAN STANLEY | 953 | $39.6K | −$515 | Cut−$37.6K |
| Steward Partners Investment Advisory, LLC | 765 | $31.8K | — | New |
| ROYAL BANK OF CANADA | 640 | $27K | — | New |
| SHP Wealth Management | 644 | $26.7K | — | New |
| IFP Advisors, Inc | 388 | $16.1K | −$182 | Added$1.69K |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | 362 | $15K | −$191 | Cut−$191 |
| Sound Income Strategies, LLC | 128 | $5.32K | −$72 | Cut−$72 |
| CoreCap Advisors, LLC | 126 | $5.23K | −$67 | Cut−$10.7K |
| EverSource Wealth Advisors, LLC | 116 | $4.82K | — | New |
| Cambridge Investment Research Advisors, Inc. | 30.4K | $1.26K | −$16 | Cut−$174 |
| NATIXIS ADVISORS, LLC | 22K | $914 | — | New |
| Janney Montgomery Scott LLC | 12.3K | $511 | −$7 | Cut−$30 |
| HANTZ FINANCIAL SERVICES, INC. | 1.42K | $59 | — | New |