| ENVESTNET ASSET MANAGEMENT INC | 8.33M | $346.5M | −$476.8K | Added$1.79M |
| Aspire Capital Advisors LLC | 283.4K | $11.8M | −$6.59K | Added$7M |
| COMMONWEALTH EQUITY SERVICES, LLC | 166.8K | $6.93M | −$8.94K | Added$458.5K |
| LPL Financial LLC | 131.8K | $5.48M | −$2.86K | Added$3.41M |
| STIFEL FINANCIAL CORP | 96.9K | $4.03M | −$4.43K | Added$826K |
| Clarity Asset Management, Inc. | 70.7K | $2.94M | −$4.24K | Cut−$6.9M |
| BAILARD, INC. | 37.7K | $1.57M | −$2.17K | Cut−$17K |
| Sunbelt Securities, Inc. | 32.2K | $1.34M | −$1.09K | Added$552.6K |
| TRUIST FINANCIAL CORP | 16.7K | $693.6K | −$909 | Added$36.7K |
| Legacy Wealth Management, LLC / MS | 14.5K | $602.7K | −$835 | Cut−$26.4K |
| JANE STREET GROUP, LLC | 11.7K | $486K | — | New |
| BROWN ADVISORY INC | 10.5K | $435.7K | — | New |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 9.92K | $412.3K | — | New |
| OSAIC HOLDINGS, INC. | 7.44K | $309.2K | −$459 | Cut−$11.8K |
| BNB Wealth Management, LLC | 5.89K | $244.9K | — | New |
| Apella Capital, LLC | 5.11K | $239K | $26.3K | Added$26.3K |
| RAYMOND JAMES FINANCIAL INC | 5.13K | $213.4K | −$292 | Added$2.91K |
| PRINCIPAL SECURITIES, INC. | 4.82K | $200.4K | — | New |
| Geneos Wealth Management Inc. | 1.91K | $79.2K | −$114 | Cut−$114 |
| ROYAL BANK OF CANADA | 1.68K | $70K | −$128 | Cut−$309K |
| RMG Wealth Management LLC | 2.29K | $39K | — | New |
| TD Capital Management LLC | 688 | $28.6K | — | New |
| LGT Financial Advisors LLC | 439 | $18.3K | −$13 | Added$8.39K |
| Blue Trust, Inc. | 363 | $15.1K | — | New |
| Winch Advisory Services, LLC | 327 | $13.6K | — | New |
| Thrivent Financial for Lutherans | 320.6K | $13.3K | −$37 | Cut−$219.4K |
| ASSETMARK, INC | 305 | $12.7K | −$17 | Cut−$17 |
| Triumph Capital Management | 282 | $11.7K | −$15 | Added$359 |
| Cambridge Investment Research Advisors, Inc. | 143.7K | $5.97K | −$7 | Added$1.03K |
| JONES FINANCIAL COMPANIES LLLP | 102 | $4.16K | — | New |
| UBS Group AG | 21 | $873 | — | New |
| Capital Analysts, LLC | 10.6K | $440 | −$0 | Added$384 |
| EverSource Wealth Advisors, LLC | 2 | $83 | $0 | Held |
| BESSEMER GROUP INC | 750 | $31 | $0 | Held |