| MORGAN STANLEY | 6.11M | $101.4M | $3.05M | Added$736.1K |
| BANK OF AMERICA CORP /DE/ | 5.84M | $96.9M | $2.86M | Added$4.67M |
| RAYMOND JAMES FINANCIAL INC | 2.83M | $47M | $1.42M | Added$795.1K |
| LPL Financial LLC | 2.28M | $37.8M | $1.13M | Added$1.5M |
| WELLS FARGO & COMPANY/MN | 1.69M | $28.1M | $738.6K | Added$4.3M |
| ROYAL BANK OF CANADA | 1.62M | $27M | $804.8K | Added$1.02M |
| STIFEL FINANCIAL CORP | 825.1K | $13.7M | $391.7K | Added$1.08M |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 653.8K | $10.9M | $326.1K | Added$350.6K |
| LAZARD ASSET MANAGEMENT LLC | 612.3K | $10.2M | $306.2K | Added$249.6K |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 602K | $9.99M | $299.4K | Added$350.8K |
| UBS Group AG | 582.1K | $9.66M | $291.1K | Cut−$395.7K |
| Waterfront Wealth Inc. | 564.6K | $9.37M | −$547.6K | Cut−$1.92M |
| Modern Wealth Management, LLC | 492K | $8.35M | $432.9K | Added$246.4K |
| GUGGENHEIM CAPITAL LLC | 453.1K | $7.52M | $211.9K | Added$698.9K |
| OSAIC HOLDINGS, INC. | 344.8K | $5.72M | $169.3K | Added$273.4K |
| Advisors Asset Management, Inc. | 320.3K | $5.32M | $160.1K | Cut−$642.3K |
| Paller Financial Services Inc | 308.9K | $5.13M | $154.4K | Added$21.2K |
| Cetera Investment Advisers | 294.7K | $4.89M | $65.1K | Added$2.8M |
| Steward Partners Investment Advisory, LLC | 276.1K | $4.58M | $83.4K | Added$1.9M |
| CAPTRUST FINANCIAL ADVISORS | 257.2K | $4.27M | $128.6K | Cut−$28K |
| ROTHSCHILD INVESTMENT LLC | 240.2K | $3.99M | $114.9K | Added$289.3K |
| D.A. DAVIDSON & CO. | 234.9K | $3.9M | $117.5K | Added$91.3K |
| OPPENHEIMER & CO INC | 217K | $3.6M | $106.5K | Added$175K |
| Cypress Capital Management LLC (WY) | 216.9K | $3.6M | $94.9K | Added$543.4K |
| Altium Capital Management LLC | 192.5K | $3.2M | $96.3K | Added$96.3K |
| Allspring Global Investments Holdings, LLC | 189.1K | $3.14M | $94.1K | Added$110.7K |
| Z3 Capital Partners, LLC | 185.7K | $3.08M | $92.9K | Added$77.9K |
| Private Advisor Group, LLC | 182.9K | $3.04M | $91.1K | Added$102.7K |
| HighTower Advisors, LLC | 177.8K | $2.95M | $87.3K | Added$142.1K |
| RB Capital Management, LLC | 170.9K | $2.84M | $85.3K | Added$91.9K |
| &PARTNERS | 161.2K | $2.67M | $68.8K | Added$318.4K |
| INTREPID FAMILY OFFICE LLC | 152.8K | $2.54M | $51.7K | Added$872K |
| GENERAL AMERICAN INVESTORS CO INC | 150.9K | $2.5M | $75.4K | Added$75.4K |
| Shaker Financial Services, LLC | 138.5K | $2.3M | $69.3K | Cut−$620.4K |
| COMMONWEALTH EQUITY SERVICES, LLC | 131.1K | $2.18M | $60.1K | Added$239.6K |
| Hennion & Walsh Asset Management, Inc. | 122.5K | $2.03M | $44.5K | Added$599.1K |
| Kestra Advisory Services, LLC | 118.2K | $1.96M | $12.8K | Added$1.55M |
| Samalin Investment Counsel, LLC | 112.8K | $1.87M | $35.8K | Added$719K |
| EVOLVE PRIVATE WEALTH, LLC | 111.1K | $1.84M | $55.6K | Added$51.9K |
| Sanctuary Advisors, LLC | 100.2K | $1.66M | $50.1K | Added$20.3K |
| Atlantic Union Bankshares Corp | 94.9K | $1.58M | $47.4K | Added$47.4K |
| Advisory Advocates, LLC | 86.5K | $1.44M | $39.9K | Added$150.6K |
| FIRST TRUST ADVISORS LP | 86K | $1.43M | $35.8K | Added$274.6K |
| KENNEDY INVESTMENT GROUP | 82.1K | $1.36M | $40.8K | Added$47.9K |
| Accel Wealth Management | 77.1K | $1.28M | $38.5K | Cut−$116.6K |
| WJ Financial Advisors LLC | 77K | $1.28M | $38.5K | Added$14.4K |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 74.9K | $1.24M | $38.6K | Cut−$106.3K |
| TrueMark Investments, LLC | 74.6K | $1.24M | $35.4K | Added$98.3K |
| Focused Wealth Management, Inc | 71.5K | $1.19M | $35.7K | Added$29.2K |
| FIFTH THIRD BANCORP | 71.2K | $1.18M | — | New |
| Comprehensive Money Management Services LLC | 65.5K | $1.09M | $28.4K | Added$172.8K |
| ENVESTNET ASSET MANAGEMENT INC | 62.3K | $1.03M | $13.4K | Added$600.9K |
| Prospera Financial Services Inc | 61.2K | $1.02M | $29.9K | Added$53.3K |
| Jefferies Financial Group Inc. | 59.3K | $984.6K | $18.8K | Added$379.6K |
| Triumph Capital Management | 57.3K | $950.7K | $26.7K | Added$91.5K |
| Abel Hall, LLC | 55K | $913K | $27.5K | Added$6.57K |
| Whitener Capital Management, Inc. | 53.3K | $884.6K | $25.6K | Added$60.9K |
| Waverly Advisors, LLC | 52.3K | $867.4K | $26.1K | Added$23.8K |
| Bay Rivers Group | 51.4K | $853.7K | $23.5K | Added$97.4K |
| Mraz, Amerine & Associates, Inc. | 51.2K | $850.4K | $25.6K | Added$11.5K |
| Mariner, LLC | 51.2K | $850.2K | $25.6K | Cut−$793.9K |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 50.2K | $833.6K | $24.6K | Added$42.1K |
| NWF Advisory Services Inc. | 49.4K | $820.5K | $24.7K | Cut−$18.7K |
| Fortis Capital Advisors, LLC | 47.8K | $793.4K | — | New |
| Belpointe Asset Management LLC | 47.8K | $793.4K | — | New |
| BANK OF MONTREAL /CAN/ | 43.6K | $723.1K | $19.4K | Added$97.5K |
| BENJAMIN EDWARDS INC | 43.1K | $715.6K | $21.6K | Cut−$82.2K |
| Atlanta Consulting Group Advisors, LLC | 42.9K | $712.7K | $21.5K | Added$21.5K |
| GABELLI FUNDS LLC | 42.2K | $700.5K | $21.1K | Cut−$307.3K |
| MGO ONE SEVEN LLC | 41.9K | $695.4K | $20.4K | Added$37.3K |
| Delta Wealth Advisors LLC | 40.9K | $678.4K | $20.4K | Added$20.4K |
| Farther Finance Advisors, LLC | 39.9K | $677.4K | $35.1K | Added$14.4K |
| Apollon Wealth Management, LLC | 40.7K | $675.4K | $20.3K | Added$6.12K |
| MCCARTER PRIVATE WEALTH SERVICES LLC | 37K | $614.5K | $18.5K | Added$18.5K |
| MERCER GLOBAL ADVISORS INC /ADV | 35K | $580.9K | $15.3K | Added$88.1K |
| Alexander Randolph Advisory, Inc. | 34.5K | $573.3K | $17K | Added$27.4K |
| Vontobel Holding Ltd. | 33K | $548.5K | $15.7K | Added$43.7K |
| PMG Family Office LLC | 32.5K | $539.7K | $15.9K | Added$26.9K |
| World Investment Advisors | 29.8K | $494.3K | $6.55K | Added$283.1K |
| SPIREPOINT PRIVATE CLIENT, LLC | 29.2K | $485.1K | $11.8K | Added$104.5K |
| Baird Financial Group, Inc. | 28.3K | $470.1K | $14K | Added$20K |
| David J Yvars Group | 28.2K | $457.9K | $3.74K | Added$3.74K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 27.4K | $454.5K | $13.7K | Added$14.5K |
| 1776 Wealth LLC | 26.8K | $444.6K | $13.2K | Added$21K |
| Allworth Financial LP | 26.5K | $440.6K | $11.4K | Added$72.2K |
| BROWN ADVISORY INC | 25.8K | $427.9K | $12.9K | Added$12.9K |
| Mezzasalma Advisors, LLC | 25.3K | $420K | $12.1K | Added$19K |
| JANE STREET GROUP, LLC | 25.2K | $418.5K | $12.6K | Cut−$31.4K |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 24.6K | $417.4K | $21.2K | Added$28.8K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 24.8K | $412.2K | — | New |
| Moors & Cabot, Inc. | 24.6K | $408.8K | $12.3K | Added$13K |
| Cerity Partners LLC | 24K | $399K | — | New |
| Uncommon Cents Investing LLC | 23.8K | $394.7K | $11.9K | Added$10.3K |
| VISTA INVESTMENT PARTNERS II, LLC | 23.7K | $394K | $11.9K | Added$11.9K |
| ECLECTIC ASSOCIATES INC /ADV | 23K | $381K | $5.07K | Added$217.8K |
| DAYMARK WEALTH PARTNERS, LLC | 21.9K | $364K | $10.9K | Added$11.6K |
| LEVEL FOUR ADVISORY SERVICES, LLC | 20.8K | $346K | $10.4K | Cut−$246K |
| PKS Advisory Services, LLC | 20.7K | $344.4K | $10.4K | Added$9.05K |
| Decker Wealth Management LLC | 19.5K | $324.5K | $9.66K | Added$13.2K |
| Harbour Wealth Management Group, Inc. | 19.5K | $324.4K | $9.7K | Added$12.3K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 19.2K | $319.4K | $6.21K | Added$119.5K |
| Beacon Financial Advisory LLC | 19K | $315.8K | $9.07K | Added$24K |
| SouthState Bank Corp | 19K | $314.9K | $9.49K | Added$9.49K |
| HBK Sorce Advisory LLC | 16.6K | $310.7K | $13.3K | Added$17.8K |
| INDEPENDENT FINANCIAL GROUP, LLC | 18.6K | $308.7K | $8.9K | Added$22K |
| Carson Advisory Inc. | 18.1K | $300.4K | $8.88K | Added$14.3K |
| Redmond Asset Management, LLC | 17.9K | $297.1K | $8.95K | Added$8.95K |
| Simplicity Wealth,LLC | 17.8K | $294.8K | $8.88K | Added$8.88K |
| FORTEM FINANCIAL GROUP, LLC | 17.4K | $288.6K | — | New |
| SIERRA OCEAN, LLC | 17.4K | $288.5K | $8.69K | Added$8.69K |
| Kovack Advisors, Inc. | 16.8K | $283.5K | $12K | Added$39.9K |
| K2 PRINCIPAL FUND, L.P. | 16.5K | $273.9K | $8.25K | Cut−$56.1K |
| STEPHENS INC /AR/ | 16.3K | $270.2K | $8K | Added$12.7K |
| Karpus Management, Inc. | 16.1K | $267.1K | — | New |
| FCA CORP /TX | 15.9K | $263.3K | $7.79K | Added$12.4K |
| US BANCORP \DE\ | 15.7K | $261K | $7.72K | Added$12.4K |
| Keyes, Stange & Wooten Wealth Management, LLC | 15.7K | $260.5K | $7.85K | Added$7.85K |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 15.7K | $260.2K | — | Held |
| Independent Advisor Alliance | 15.7K | $259.8K | — | New |
| Focus Partners Wealth | 15.6K | $258.9K | $7.75K | Added$9.44K |
| SAGE PRIVATE WEALTH GROUP, LLC | 14.1K | $233.7K | — | New |
| UHLMANN PRICE SECURITIES, LLC | 14.1K | $233.6K | $6.92K | Added$11.2K |
| Centurion Wealth Management LLC | 13.5K | $223.3K | $6.72K | Added$6.72K |
| BARRETT & COMPANY, INC. | 13.3K | $220K | $6.62K | Added$6.76K |
| PNC Financial Services Group, Inc. | 13.1K | $218.2K | $6.38K | Added$12.9K |
| Creative Planning | 13.1K | $217K | $6.54K | Cut−$4.12K |
| VERUS CAPITAL PARTNERS, LLC | 13K | $216.6K | $6.53K | Cut−$99.2K |
| Tradition Wealth Management, LLC | 12.6K | $208.8K | $6.3K | Added$6.35K |
| NORTH STAR ASSET MANAGEMENT INC | 12.3K | $203.8K | $6.14K | Added$1.31K |
| TRUIST FINANCIAL CORP | 11.9K | $198.2K | $5.97K | Added$4.99K |
| Wedmont Private Capital | 11K | $192.6K | — | New |
| Closed-End Fund Advisors, Inc. | 11.6K | $191.8K | $5.47K | Added$15.6K |
| CWM, LLC | 11.4K | $189.6K | $28K | Added$189.5K |
| Coquina Private Wealth LLC | 11.4K | $189.3K | $5.6K | Added$9K |
| ENDEAVOR PRIVATE WEALTH, INC. | 11.3K | $187.2K | $5.64K | Added$5.64K |
| NorthStar Asset Management LLC /NJ/ | 11.1K | $183.7K | $5.44K | Added$8.77K |
| ZACKS INVESTMENT MANAGEMENT | 10.8K | $179.1K | — | New |
| Strategic Blueprint, LLC | 10.8K | $179.1K | — | New |
| DAVENPORT & Co LLC | 10.8K | $179.1K | $5.33K | Added$7.33K |
| Coastal Bridge Advisors, LLC | 10.7K | $177.5K | $5.35K | Added$5.35K |
| Graves Light Lenhart Wealth, Inc. | 10.3K | $170.2K | $5.13K | Added$5.13K |
| SITTNER & NELSON, LLC | 10.2K | $169.6K | −$13K | Cut−$13K |
| Mascoma Wealth Management LLC | 10.2K | $169.6K | $5.11K | Added$5.11K |
| Formidable Asset Management, LLC | 10.2K | $164.8K | −$307 | Cut−$8.29K |
| Operose Advisors LLC | 7K | $116.2K | $3.5K | Added$3.5K |
| North Star Investment Management Corp. | 6.13K | $101.7K | $3.06K | Added$3.06K |
| Private Wealth Asset Management, LLC | 5.47K | $90.8K | $1.62K | Added$38.3K |
| Prosperity Bancshares Inc | 5.18K | $86K | — | New |
| EverSource Wealth Advisors, LLC | 4.5K | $74.7K | $2.25K | Added$2.25K |
| SALEM INVESTMENT COUNSELORS INC | 4.05K | $67.2K | — | New |
| Community Financial Services Group, LLC | 3.92K | $66.5K | — | New |
| Pingora Partners LLC | 3.73K | $62K | $1.87K | Added$1.87K |
| ASSETMARK, INC | 3.7K | $61.4K | $670 | Added$39.9K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 3.07K | $51K | — | New |
| Quent Capital, LLC | 3K | $49.8K | $1.47K | Added$2.37K |
| BROWN, LISLE/CUMMINGS, INC. | 2.9K | $48.1K | $1.45K | Added$1.45K |
| Vermillion Wealth Management, Inc. | 2.38K | $39.4K | $1.19K | Added$335 |
| Salomon & Ludwin, LLC | 2.2K | $37.2K | $1.19K | Added$1.19K |
| HUNTINGTON NATIONAL BANK | 2.92K | $35.6K | — | New |
| Fairway Wealth LLC | 2K | $33.2K | — | New |
| Westfuller Advisors, LLC | 1.86K | $30.9K | $913 | Added$1.48K |
| Western Wealth Management, LLC | 1.66K | $27.5K | — | New |
| Hughes Financial Services, LLC | 1.62K | $26.8K | $808 | Added$808 |
| Osbon Capital Management LLC | 1.49K | $24.7K | — | New |
| Penserra Capital Management LLC | 1.33M | $22.1K | — | New |
| Advisory Services Network, LLC | 1.3K | $21.6K | — | New |
| CENTRAL TRUST Co | 1K | $16.6K | $500 | Added$500 |
| Golden State Equity Partners | 929 | $15.4K | — | New |
| Anfield Capital Management, LLC | 779 | $12.9K | — | New |
| Janney Montgomery Scott LLC | 728.5K | $12.1K | $365 | Cut−$509 |
| HARBOUR INVESTMENTS, INC. | 634 | $10.5K | $62 | Added$8.53K |
| NBC SECURITIES, INC. | 601 | $9.99K | $294 | Added$477 |
| Geneos Wealth Management Inc. | 565 | $9.38K | $277 | Added$443 |
| City State Bank | 472 | $7.83K | $232 | Added$365 |
| NATIONAL BANK OF CANADA /FI/ | 407 | $6.75K | $195 | Added$195 |
| Thomas J. Herzfeld Advisors, Inc. | 402 | $6.68K | $203 | Added$319 |
| Pinnacle Bancorp, Inc. | 390 | $6.47K | $195 | Cut−$304 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 363 | $6.03K | $182 | Added$182 |
| COUNTRY TRUST BANK | 327 | $5.43K | $152 | Added$252 |
| Game Plan Financial Advisors, LLC | 300 | $4.98K | $150 | Added$150 |
| JPMORGAN CHASE & CO | 292 | $4.71K | −$3 | Cut−$3 |
| Beaird Harris Wealth Management, LLC | 249 | $4.13K | — | New |
| HAGER INVESTMENT MANAGEMENT SERVICES, LLC | 161 | $2.67K | — | New |
| HIGHLINE WEALTH PARTNERS LLC | 137 | $2.27K | $62 | Added$261 |
| Stolper Co | 13.8K | $2K | $1.78K | Added$1.14K |
| Cambridge Investment Research Advisors, Inc. | 120.2K | $2K | $60 | Added$65 |
| Tidemark, LLC | 109 | $1.81K | $52 | Added$102 |
| Lodestone Wealth Management LLC | 107 | $1.78K | $53 | Added$53 |
| Tower Research Capital LLC (TRC) | 88 | $1.46K | — | New |
| DHJJ Financial Advisors, Ltd. | 55 | $913 | $27 | Added$27 |
| Fidelity | 38 | $633 | — | New |
| Key Financial Inc | 32 | $531 | $16 | Added$16 |
| Nemes Rush Group LLC | 26 | $432 | — | New |
| WEDBUSH SECURITIES INC | 25.9K | $431 | $13 | Added$30 |
| WHITTIER TRUST CO OF NEVADA INC | 8 | $135 | — | New |
| CITIGROUP INC | 7 | $116 | — | New |
| Rockefeller Capital Management L.P. | 5 | $83 | — | New |
| HANTZ FINANCIAL SERVICES, INC. | 500 | $8 | $0 | Held |
| Blue Trust, Inc. | 0 | $2 | — | Cut−$562 |
| Capital Analysts, LLC | 34 | $1 | $0 | Held |