| LPL Financial LLC | 1.29M | $64.5M | −$145.7K | Added$3.61M |
| MML INVESTORS SERVICES, LLC | 300.2K | $15M | −$36K | Cut−$2.82M |
| MORGAN STANLEY | 254.7K | $12.8M | −$17.7K | Added$5.35M |
| STIFEL FINANCIAL CORP | 254.6K | $12.7M | −$30.5K | Cut−$2.51M |
| 49 WEALTH MANAGEMENT, LLC | 240.8K | $12.1M | −$26.5K | Added$936.8K |
| Equitable Holdings, Inc. | 167.7K | $8.42M | −$0 | Added$709.2K |
| RAYMOND JAMES FINANCIAL INC | 162.5K | $8.14M | −$11.8K | Added$3.18M |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 149.4K | $7.48M | −$16.6K | Added$559.7K |
| ENVESTNET ASSET MANAGEMENT INC | 145.3K | $7.28M | −$15.2K | Added$918.6K |
| GOLDMAN SACHS GROUP INC | 121.2K | $6.07M | −$9.99K | Added$1.89M |
| UBS Group AG | 114.5K | $5.74M | −$13.2K | Added$216.9K |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | 92.2K | $4.62M | −$7.43K | Added$1.52M |
| Sunrise Financial Services, LLC | 74.5K | $3.73M | — | New |
| Alpine Bank Wealth Management | 70.6K | $3.54M | −$8.03K | Added$179.1K |
| Rockefeller Capital Management L.P. | 58.4K | $2.92M | −$12 | Added$2.92M |
| TRUIST FINANCIAL CORP | 45K | $2.25M | −$709 | Added$1.96M |
| Formidable Asset Management, LLC | 38.4K | $1.93M | −$4.02K | Added$90.7K |
| Private Advisor Group, LLC | 36.6K | $1.83M | −$4.38K | Cut−$151.1K |
| Wealthcare Advisory Partners LLC | 35.5K | $1.78M | −$4.09K | Added$64.5K |
| Heck Capital Advisors, LLC | 29.9K | $1.49M | −$2.35K | Added$512.2K |
| Lido Advisors, LLC | 28.4K | $1.42M | −$6.42K | Cut−$1.37M |
| Marshall & Sterling Wealth Advisors Inc. | 27K | $1.35M | −$1.82K | Added$584.9K |
| Independent Advisor Alliance | 22.2K | $1.11M | — | New |
| KPP Advisory Services LLC | 21.3K | $1.07M | — | New |
| COMMONWEALTH EQUITY SERVICES, LLC | 20.8K | $1.04M | −$2.48K | Cut−$623.6K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 20.5K | $1.03M | −$2.29K | Cut−$105.7K |
| Curran Financial Partners, LLC | 18.5K | $928.1K | −$2.22K | Cut−$230.1K |
| Kestra Advisory Services, LLC | 16.7K | $834.3K | −$1.98K | Added$1.63K |
| Crescent Grove Advisors, LLC | 14.1K | $703.8K | −$1.2K | Added$200.8K |
| Amplius Wealth Advisors, LLC | 13.5K | $674.8K | −$1.62K | Cut−$209.5K |
| Jaffetilchin Investment Partners, LLC | 13.4K | $671K | −$1.61K | Cut−$15.1K |
| RETIREMENT CAPITAL STRATEGIES | 12.1K | $606.7K | −$1.45K | Cut−$491.7K |
| Crew Capital Management, Ltd | 11.8K | $591.7K | −$1.24K | Added$75.2K |
| Global View Capital Management LLC | 11.8K | $588.4K | −$1.41K | Cut−$239.1K |
| MGO ONE SEVEN LLC | 10.4K | $520.5K | — | New |
| HighPoint Advisor Group LLC | 10.2K | $512.8K | −$1.23K | Cut−$4.09K |
| World Investment Advisors | 10.1K | $505.1K | −$1.21K | Cut−$1.21K |
| Valtinson Bruner Financial Planning LLC | 10K | $501.4K | −$1.2K | Cut−$749 |
| Cetera Investment Advisers | 9.45K | $473.2K | −$873 | Added$97.7K |
| Mariner, LLC | 8.51K | $426K | −$834 | Added$77.3K |
| SAX WEALTH ADVISORS, LLC | 8.3K | $416.8K | $0 | Held |
| GTS SECURITIES LLC | 7.54K | $377.3K | −$622 | Added$117.3K |
| Kingsview Wealth Management, LLC | 6.98K | $349.6K | −$855 | Cut−$48.2K |
| JANE STREET GROUP, LLC | 6.63K | $331.9K | −$795 | Cut−$1.38M |
| PERSPECTIVE WEALTH ADVISORS LLC | 6.56K | $328.6K | −$788 | Cut−$7.26K |
| Sigma Planning Corp | 6.34K | $317.4K | −$752 | Added$4.25K |
| Stratos Wealth Partners, LTD. | 5.49K | $274.7K | −$652 | Cut−$68.6K |
| Integrated Wealth Concepts LLC | 5K | $250.4K | −$600 | Cut−$600 |
| Crews Bank & Trust | 3.6K | $180.3K | −$432 | Cut−$432 |
| IFP Advisors, Inc | 3.4K | $170.1K | −$389 | Added$7.42K |
| Western Wealth Management, LLC | 2.96K | $148K | — | New |
| CENTRAL TRUST Co | 1K | $50.1K | −$120 | Cut−$120 |
| OSAIC HOLDINGS, INC. | 500 | $25K | — | New |
| NBC SECURITIES, INC. | 500 | $25K | −$60 | Cut−$60 |
| Fidelity | 231 | $11.6K | −$26 | Cut−$38.7K |
| Front Row Advisors LLC | 200 | $10K | −$24 | Cut−$24 |
| Financial Gravity Asset Management, Inc. | 153 | $7.66K | −$19 | Cut−$19 |
| Founders Financial Alliance, LLC | 25 | $1.25K | −$3 | Cut−$3 |
| Janney Montgomery Scott LLC | 7.61K | $381 | −$1 | Cut−$34 |
| Cambridge Investment Research Advisors, Inc. | 6.28K | $315 | $0 | Cut−$5 |
| DHJJ Financial Advisors, Ltd. | 2 | $108 | $0 | Held |
| Advisory Services Network, LLC | 1 | $50 | — | New |
| Destiny Wealth Partners, LLC | 0 | $9 | — | New |