| Equitable Holdings, Inc. | 845.2K | $37.2M | −$1 | Added$6.47M |
| ALTFEST L J & CO INC | 821.2K | $35.8M | −$372.9K | Cut−$8.35M |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 594.8K | $25.9M | — | New |
| MORGAN STANLEY | 538.3K | $23.5M | −$168.1K | Added$7.17M |
| WEALTHCARE CAPITAL MANAGEMENT LLC | 398.2K | $17.4M | −$175K | Added$385K |
| RAYMOND JAMES FINANCIAL INC | 238.9K | $10.4M | −$7.79K | Added$9.66M |
| LPL Financial LLC | 220K | $9.59M | −$91.9K | Added$675.3K |
| GOLDMAN SACHS GROUP INC | 139.7K | $6.09M | −$38.5K | Added$2.36M |
| COMMONWEALTH EQUITY SERVICES, LLC | 107.3K | $4.68M | −$48.8K | Cut−$294.6K |
| Citadel | 70.9K | $3.09M | −$13.4K | Added$1.79M |
| Wealthcare Advisory Partners LLC | 63.9K | $2.79M | −$4.99K | Added$2.3M |
| Apollon Wealth Management, LLC | 62.3K | $2.71M | −$26.7K | Added$125.9K |
| STIFEL FINANCIAL CORP | 50.4K | $2.2M | −$22.9K | Cut−$373.3K |
| UBS Group AG | 50.1K | $2.19M | −$21.2K | Added$127.5K |
| ENVESTNET ASSET MANAGEMENT INC | 40.9K | $1.78M | — | New |
| JPMORGAN CHASE & CO | 36K | $1.57M | −$712 | Added$1.51M |
| MML INVESTORS SERVICES, LLC | 34.3K | $1.49M | — | New |
| Crew Capital Management, Ltd | 32.8K | $1.43M | −$14.6K | Added$16.5K |
| TRUIST FINANCIAL CORP | 30K | $1.31M | −$11.2K | Added$220.4K |
| Farther Finance Advisors, LLC | 28K | $1.22M | −$14.4K | Cut−$915K |
| NICOLET BANKSHARES INC | 21K | $915.2K | — | New |
| JANE STREET GROUP, LLC | 19.5K | $851.5K | −$7.08K | Added$164.8K |
| Sanctuary Advisors, LLC | 18.6K | $809.8K | −$8.43K | Cut−$86.4K |
| Empirical Asset Management, LLC | 16.1K | $703.6K | $596.3K | Cut−$99.4K |
| Stewardship Advisors, LLC | 15.3K | $667.2K | −$6.54K | Added$33.1K |
| Global View Capital Management LLC | 14.9K | $649K | — | New |
| STAPP WEALTH MANAGEMENT, PLLC | 14.8K | $646.4K | −$6.73K | Cut−$6.73K |
| J.W. COLE ADVISORS, INC. | 14.3K | $623.4K | −$6.44K | Cut−$379 |
| F/m Investments LLC | 11.6K | $506.6K | −$2.72K | Added$242.4K |
| Laird Norton Wetherby Trust Company, LLC | 6.35K | $276.9K | −$2.88K | Cut−$48K |
| GTS SECURITIES LLC | 5.66K | $246.9K | — | New |
| LVW Advisors, LLC | 5.5K | $239.6K | −$2.5K | Cut−$562.6K |
| Valtinson Bruner Financial Planning LLC | 5.28K | $230.3K | −$2.37K | Cut−$1.41K |
| HighPoint Advisor Group LLC | 5.26K | $229.4K | −$2.39K | Cut−$2.39K |
| MERCER GLOBAL ADVISORS INC /ADV | 5.18K | $225.7K | — | New |
| EverSource Wealth Advisors, LLC | 2.45K | $106.9K | −$1.01K | Added$9.02K |
| Geneos Wealth Management Inc. | 2K | $87.2K | −$900 | Cut−$900 |
| OSAIC HOLDINGS, INC. | 1.1K | $48K | −$135 | Added$34.7K |
| Steward Partners Investment Advisory, LLC | 680 | $29.6K | −$309 | Cut−$13.2K |
| Sound Income Strategies, LLC | 634 | $27.6K | — | New |
| Realta Investment Advisors | 550 | $24K | — | New |
| Spire Wealth Management | 547 | $23.9K | −$248 | Cut−$248 |
| Advisory Services Network, LLC | 441 | $19.2K | — | New |
| AE Wealth Management LLC | 406 | $17.7K | −$48 | Added$13K |
| WELLS FARGO & COMPANY/MN | 287 | $12.5K | — | New |
| Aptus Capital Advisors, LLC | 87 | $3.79K | −$40 | Cut−$40 |
| CWM, LLC | 32 | $1.4K | $1.39K | Added$1.39K |
| Cambridge Investment Research Advisors, Inc. | 5.87K | $256 | −$3 | Added$7 |
| DHJJ Financial Advisors, Ltd. | 2 | $93 | −$1 | Cut−$1 |