| ENVESTNET ASSET MANAGEMENT INC | 281.4K | $14.3M | −$132.2K | Added$737.9K |
| Rockefeller Capital Management L.P. | 233K | $11.9M | −$108.5K | Added$706K |
| Team Financial Group, LLC | 200.6K | $10.2M | −$95.2K | Added$425.5K |
| FOUNDERS FINANCIAL SECURITIES LLC | 105.7K | $5.41M | — | New |
| Steward Partners Investment Advisory, LLC | 82.7K | $4.22M | — | New |
| RAYMOND JAMES FINANCIAL INC | 79.3K | $4.04M | −$25.3K | Added$1.44M |
| JONES FINANCIAL COMPANIES LLLP | 70.9K | $3.62M | −$14.6K | Added$2.01M |
| STEEL GROVE CAPITAL ADVISORS, LLC | 62K | $3.16M | −$31K | Cut−$380.1K |
| OSAIC HOLDINGS, INC. | 58.9K | $3M | −$18.7K | Added$1.1M |
| Tidal Investments LLC | 55.8K | $2.84M | −$19K | Added$890.7K |
| SAGESPRING WEALTH PARTNERS, LLC | 38.9K | $1.98M | — | New |
| JPMORGAN CHASE & CO | 37.7K | $1.92M | — | New |
| COMMONWEALTH EQUITY SERVICES, LLC | 36.8K | $1.88M | −$18.3K | Cut−$9.76K |
| MML INVESTORS SERVICES, LLC | 36.6K | $1.87M | −$18.3K | Cut−$250.4K |
| IFP Advisors, Inc | 31.3K | $1.6M | −$15K | Added$54.2K |
| Citadel | 24.5K | $1.25M | −$3.75K | Added$862.1K |
| Wealthcare Advisory Partners LLC | 16.4K | $836.1K | −$7.81K | Added$32.4K |
| Essex Financial Services, Inc. | 15K | $763.6K | −$7.49K | Cut−$12.6K |
| Mariner, LLC | 8.15K | $415.4K | −$4.07K | Cut−$24K |
| Golden State Equity Partners | 7.81K | $398.1K | — | New |
| World Investment Advisors | 6.01K | $306.3K | — | New |
| Kingsview Wealth Management, LLC | 5.98K | $305K | — | New |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 5.89K | $300.1K | −$2.91K | Added$351 |
| TRUIST FINANCIAL CORP | 4.28K | $218.2K | — | New |
| Sound Income Strategies, LLC | 1.63K | $83.2K | — | New |
| Register Financial Advisors LLC | 1.53K | $77.9K | — | New |
| HARBOUR INVESTMENTS, INC. | 250 | $12.7K | −$125 | Cut−$125 |
| Thrivent Financial for Lutherans | 239.2K | $12.2K | −$120 | Cut−$6.15K |
| THOROUGHBRED FINANCIAL SERVICES, LLC | 14.1K | $721 | −$5 | Added$122 |
| Cambridge Investment Research Advisors, Inc. | 10.5K | $536 | −$5 | Added$31 |