| LPL Financial LLC | 807.2K | $27.6M | $781.1K | Added$23.4M |
| Arrow Financial Corp | 463.6K | $15.9M | $1.97M | Added$5.15M |
| Members Advisory Group LLC | 379.9K | $13M | $1.78M | Added$3.32M |
| HENGEHOLD CAPITAL MANAGEMENT LLC | 199.3K | $6.82M | $1.02M | Added$1.26M |
| HighTower Advisors, LLC | 185.5K | $6.35M | $670.3K | Added$2.7M |
| Baird Financial Group, Inc. | 183.5K | $6.28M | $699.1K | Added$2.48M |
| JANE STREET GROUP, LLC | 168.5K | $5.77M | $164.1K | Added$4.88M |
| UBS Group AG | 167.7K | $5.74M | $3.32K | Added$5.72M |
| Fortis Advisors, LLC | 129.5K | $4.43M | — | New |
| Kestra Advisory Services, LLC | 125.8K | $4.31M | $252.1K | Added$2.93M |
| Willow Financial LLC | 117.5K | $4.02M | $445.7K | Added$1.6M |
| San Luis Wealth Advisors LLC | 101K | $3.46M | $484K | Added$825.3K |
| Gerber Kawasaki Wealth & Investment Management | 84.4K | $2.89M | $186.5K | Added$1.87M |
| Torrey-Payne Wealth Management, LLC | 74.9K | $2.56M | $188.8K | Added$368.3K |
| CAPTRUST FINANCIAL ADVISORS | 71.4K | $2.44M | $89.9K | Added$1.95M |
| STIFEL FINANCIAL CORP | 65.4K | $2.24M | $347.4K | Added$336.1K |
| ENVESTNET ASSET MANAGEMENT INC | 54.8K | $1.88M | $246.1K | Added$537.4K |
| IAM Advisory, LLC | 51.6K | $1.77M | — | New |
| SBE LLC DBA CEDAR COVE WEALTH PARTNERS | 49.3K | $1.69M | — | New |
| TRUIST FINANCIAL CORP | 42.1K | $1.44M | $210.6K | Added$296.7K |
| Outlook Wealth Advisors, LLC | 41.8K | $1.43M | $222K | Added$190K |
| Advisory Services Network, LLC | 40.7K | $1.39M | — | New |
| Teamwork Financial Advisors, LLC | 40K | $1.37M | — | New |
| Brookstone Capital Management | 35.4K | $1.21M | $188K | Cut−$16.7K |
| PINNACLE ASSOCIATES LTD | 32.6K | $1.12M | — | New |
| SAXON INTERESTS, INC. | 32.5K | $1.11M | — | New |
| AVAII WEALTH MANAGEMENT, LLC | 32.4K | $1.11M | — | New |
| Stratos Wealth Partners, LTD. | 30.9K | $1.06M | $37.5K | Added$853.3K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 30.5K | $1.05M | $97.6K | Added$514K |
| PCG Wealth Advisors, LLC | 29.3K | $1M | — | New |
| COMMONWEALTH EQUITY SERVICES, LLC | 25.2K | $862.7K | $99.1K | Added$323.2K |
| Rothschild Capital Partners, LLC | 24.5K | $839.3K | — | New |
| Perennial Investment Advisors, LLC | 23.8K | $813.4K | — | New |
| MIRAE ASSET SECURITIES (USA) INC. | 21.3K | $729.1K | — | New |
| Per Stirling Capital Management, LLC. | 18.8K | $643.4K | — | New |
| Tidal Investments LLC | 17.4K | $596K | — | New |
| VestGen Advisors, LLC | 14.4K | $586.4K | — | New |
| Steward Partners Investment Advisory, LLC | 17.1K | $583.9K | $53.7K | Added$291.4K |
| Equitable Holdings, Inc. | 16.4K | $562.8K | — | New |
| Apollon Wealth Management, LLC | 13.5K | $462.2K | $71.8K | Added$58K |
| TCFG WEALTH MANAGEMENT, LLC | 12.3K | $422.9K | $39.8K | Added$206.4K |
| TCFG Investment Advisors, LLC | 12.3K | $422.9K | — | Held |
| Oder Investment Management, LLC | 12.2K | $417.8K | — | New |
| Cetera Investment Advisers | 10.6K | $364.5K | — | New |
| MCF Advisors LLC | 10.4K | $357.4K | — | New |
| Brookwood Investment Group LLC | 9.85K | $337.1K | $52.3K | Cut−$2.58M |
| Advyzon Investment Management, LLC | 8.05K | $275.6K | — | New |
| MWA Asset Management | 7.88K | $269.6K | $40.7K | Added$48.1K |
| Corient Private Wealth LLC | 7.49K | $256.5K | $38.8K | Added$45.4K |
| HARBOUR INVESTMENTS, INC. | 7.33K | $250.8K | $2.39K | Added$237.8K |
| Three Magnolias Financial Advisors, LLC | 7.05K | $241.4K | $37.5K | Added$35.3K |
| MUSTICO FINANCIAL GROUP, INC. | 5.66K | $220.7K | — | New |
| INSIGNEO ADVISORY SERVICES, LLC | 6.41K | $219.4K | — | New |
| AMERIFLEX GROUP, INC. | 4.87K | $166.8K | $9.06K | Added$117.5K |
| JPMORGAN CHASE & CO | 3.82K | $126.5K | $16.1K | Added$16.1K |
| Rockefeller Capital Management L.P. | 2.44K | $83.5K | $11.8K | Added$19.1K |
| OSAIC HOLDINGS, INC. | 2.27K | $77.7K | $12K | Added$7.25K |
| Arax Advisory Partners | 1.7K | $58.3K | $9.05K | Added$9.05K |
| Allworth Financial LP | 1.69K | $57.7K | $8.96K | Added$8.96K |
| Signature Equity Partners, LLC | 1.56K | $53.4K | $8.29K | Added$6.62K |
| Farther Finance Advisors, LLC | 1.51K | $52.4K | — | New |
| SHP Wealth Management | 1.19K | $40.7K | $6.23K | Added$6.84K |
| Thrivent Financial for Lutherans | 855.4K | $29.3K | $4.46K | Cut−$37.5K |
| ROYAL BANK OF CANADA | 840 | $29K | $5K | Added$5K |
| US BANCORP \DE\ | 708 | $24.2K | — | New |
| Acumen Wealth Advisors, LLC | 698 | $23.9K | $3.71K | Added$3.71K |
| JONES FINANCIAL COMPANIES LLLP | 364 | $12.4K | — | New |
| Cherry Tree Wealth Management, LLC | 329 | $11.3K | $1.75K | Added$1.75K |
| Western Wealth Management, LLC | 327 | $11.2K | — | New |
| Synergy Investment Management, LLC | 303 | $10.4K | — | New |
| MORGAN STANLEY | 233 | $7.98K | $1.24K | Added$1.24K |
| Geneos Wealth Management Inc. | 226 | $7.74K | — | New |
| Rossby Financial, LCC | 163 | $5.67K | $959 | Added$959 |
| JNBA Financial Advisors | 133 | $4.55K | $706 | Added$706 |
| Cornerstone Planning Group LLC | 100 | $4.11K | $898 | Added$898 |
| McIlrath & Eck, LLC | 53 | $1.81K | — | New |
| Global Wealth Strategies & Associates | 42 | $1.44K | $223 | Added$223 |
| Ancora Advisors LLC | 21 | $719 | $69 | Added$343 |
| Cambridge Investment Research Advisors, Inc. | 19.3K | $662 | — | New |
| WELLS FARGO & COMPANY/MN | 16 | $548 | — | New |