| MORGAN STANLEY | 1.15M | $57.3M | $10.3M | Added$6.52M |
| Advisors Asset Management, Inc. | 422.5K | $21.1M | $3.42M | Added$5.45M |
| ROYAL BANK OF CANADA | 391.4K | $19.5M | $2.98M | Added$5.89M |
| RAYMOND JAMES FINANCIAL INC | 330.7K | $16.5M | $2.92M | Added$3.14M |
| BARD ASSOCIATES INC | 196.5K | $9.8M | $1.75M | Added$1.79M |
| Eagle Bluffs Wealth Management LLC | 151.2K | $7.54M | $1.34M | Added$1.43M |
| GUGGENHEIM CAPITAL LLC | 147.4K | $7.35M | $1.18M | Added$1.95M |
| Arete Wealth Advisors, LLC | 137K | $6.82M | $6.65M | Added$6.82M |
| WELLS FARGO & COMPANY/MN | 128.6K | $6.41M | $1.15M | Cut−$2.38M |
| LPL Financial LLC | 121.2K | $6.04M | $1.08M | Added$847.7K |
| AMERICAN FINANCIAL GROUP INC | 110.1K | $5.49M | $985.4K | Added$985.4K |
| Meixler Investment Management, Ltd. | 104K | $4.84M | $541.5K | Added$903.8K |
| CERTUITY, LLC | 85K | $4.24M | $760.8K | Added$760.8K |
| UBS Group AG | 78K | $3.89M | $618.2K | Added$1.06M |
| BANK OF AMERICA CORP /DE/ | 63K | $3.14M | $563.5K | Cut−$663.6K |
| Steward Partners Investment Advisory, LLC | 61.3K | $3.06M | $329.7K | Added$1.55M |
| Mariner, LLC | 57.6K | $2.87M | $502.3K | Added$578.3K |
| Closed-End Fund Advisors, Inc. | 47.1K | $2.35M | $421.7K | Cut−$651.1K |
| 180 WEALTH ADVISORS, LLC | 45.8K | $2.28M | $409.5K | Added$384K |
| EVOLVE PRIVATE WEALTH, LLC | 45.7K | $2.28M | $408.8K | Added$396.1K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 46.3K | $2.15M | $239.4K | Cut−$4.76M |
| MONETARY MANAGEMENT GROUP INC | 40K | $1.99M | $358.1K | Added$333K |
| Invesco Ltd. | 38.1K | $1.9M | $258K | Added$718.6K |
| FIRST FOUNDATION ADVISORS | 37.9K | $1.89M | $232.3K | Added$829.2K |
| OPPENHEIMER & CO INC | 37.2K | $1.86M | $304.8K | Added$463.6K |
| STIFEL FINANCIAL CORP | 34.7K | $1.73M | $310.8K | Added$197.1K |
| COMMERCE BANK | 34.2K | $1.71M | $296.5K | Added$351.7K |
| Alessandra Capital Management, LLC | 31.1K | $1.55M | $232.6K | Added$487.1K |
| D.A. DAVIDSON & CO. | 30.3K | $1.51M | $262.2K | Added$310.2K |
| &PARTNERS | 29.7K | $1.48M | $49.2K | Added$1.26M |
| WJ Financial Advisors LLC | 28.6K | $1.42M | $249.8K | Added$283.1K |
| Navis Wealth Advisors, LLC | 27.8K | $1.39M | — | New |
| Lido Advisors, LLC | 27.4K | $1.37M | $130.9K | Added$532.3K |
| OSAIC HOLDINGS, INC. | 26.2K | $1.3M | $234.2K | Added$218.9K |
| Ariadne Wealth Management, LP | 25.1K | $1.25M | $77.1K | Added$77.1K |
| LaSalle St. Investment Advisors, LLC | 23.8K | $1.19M | $762.3K | Added$1.19M |
| Kercheville Advisors, LLC | 23.1K | $1.15M | $92.4K | Added$180K |
| NWF Advisory Services Inc. | 21.6K | $1.08M | $188.6K | Added$216.5K |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 21.4K | $1.07M | $191.5K | Added$191.5K |
| CAHILL FINANCIAL ADVISORS INC | 21.4K | $1.07M | $189K | Added$201.7K |
| COMMONWEALTH EQUITY SERVICES, LLC | 20.9K | $1.04M | $182.3K | Added$206.5K |
| Investment Research Partners LLC | 20.8K | $1.03M | $184.2K | Added$193K |
| Cetera Investment Advisers | 18.9K | $942.3K | $158.4K | Added$218.5K |
| 1620 INVESTMENT ADVISORS, INC. | 18.8K | $939.1K | $165.6K | Added$182.2K |
| HighTower Advisors, LLC | 18.2K | $907.8K | $163K | Added$159.4K |
| Allspring Global Investments Holdings, LLC | 16.9K | $843.5K | $151.4K | Cut−$4.82M |
| JOHN G ULLMAN & ASSOCIATES INC | 15.1K | $751.9K | $135K | Added$128.5K |
| Independent Advisor Alliance | 15K | $748.7K | — | New |
| Segment Wealth Management, LLC | 15K | $747.8K | $134.3K | Added$134.3K |
| HARBOUR INVESTMENTS, INC. | 14.9K | $741.4K | $61.8K | Added$459.5K |
| WCG Wealth Advisors LLC | 13.7K | $684.5K | $122K | Added$127.1K |
| Samalin Investment Counsel, LLC | 13.7K | $684.4K | $122.7K | Added$123.6K |
| Advisory Services Network, LLC | 13.7K | $681.7K | $109.8K | Added$180.2K |
| ArchPoint Investors | 13.3K | $664.5K | $119.3K | Added$119.3K |
| INVESTED ADVISORS | 12.6K | $626.8K | $112.6K | Added$109.2K |
| NewEdge Wealth, LLC | 12.6K | $626.4K | $112.5K | Added$84.7K |
| Private Advisor Group, LLC | 12.5K | $621.6K | $111.6K | Cut−$1.52M |
| Verity Asset Management, Inc. | 12.4K | $620.5K | $109.7K | Added$119.2K |
| Corient Private Wealth LLC | 12.8K | $617.5K | $91.5K | Added$99K |
| Kovack Advisors, Inc. | 13.1K | $607.8K | $64.1K | Added$129.7K |
| Manhattan West Asset Management, LLC | 11.7K | $584.7K | $105K | Added$105K |
| Avior Wealth Management, LLC | 11.6K | $577.3K | $62.2K | Added$292.9K |
| DAVENPORT & Co LLC | 11.1K | $554.8K | $73.4K | Added$219.5K |
| WEALTH ALLIANCE, LLC | 11K | $546.3K | $98.1K | Added$89.8K |
| MAI Capital Management | 10.1K | $504.5K | $90.6K | Added$2K |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 10.1K | $503.7K | $90.4K | Cut−$162.2K |
| Next Capital Management LLC | 9.77K | $487K | $87.4K | Added$87.4K |
| Jaffetilchin Investment Partners, LLC | 9.75K | $486.1K | $82.1K | Added$110.8K |
| DIVERSIFIED TRUST CO | 9.26K | $461.6K | $81.5K | Added$89.1K |
| Cornerstone Advisory, LLC | 8.74K | $435.5K | $77.8K | Added$80K |
| Quadrant Private Wealth Management, LLC | 8.72K | $434.9K | $78.1K | Cut−$244.5K |
| Laird Norton Wetherby Trust Company, LLC | 8.61K | $429.2K | $77.1K | Added$77.1K |
| Baker Avenue Asset Management, LP | 8.61K | $429.2K | $77.1K | Added$77.1K |
| OpenArc Corporate Advisory, LLC | 7.62K | $379.8K | $68.2K | Added$68.2K |
| Fiduciary Alliance LLC | 7.91K | $376.3K | $48.2K | Added$80.2K |
| Old Port Advisors | 7.51K | $374.2K | $67.2K | Added$65.7K |
| Catalina Capital Group, LLC | 7.43K | $370.2K | $66.5K | Added$31.7K |
| Sigma Planning Corp | 7.39K | $368.4K | $61.7K | Added$86.3K |
| BENJAMIN EDWARDS INC | 7.25K | $361.3K | $64.2K | Added$67.7K |
| Integrated Wealth Concepts LLC | 7.18K | $357.9K | — | New |
| Abundance Wealth Counselors | 7.01K | $349.6K | $62.8K | Added$60K |
| Creative Planning | 6.96K | $346.8K | $59.6K | Added$74.3K |
| B. Riley Wealth Advisors, Inc. | 6.75K | $337.5K | $58.8K | Added$72.2K |
| Moors & Cabot, Inc. | 6.48K | $323K | $58K | Added$58K |
| CARY STREET PARTNERS FINANCIAL LLC | 6.27K | $312.6K | $56.1K | Added$56.1K |
| EASTERN BANK | 5.85K | $291.5K | $52.3K | Added$52.3K |
| Values Added Financial LLC | 5.72K | $284.9K | $51.2K | Added$51.2K |
| JANE STREET GROUP, LLC | 5.7K | $284.2K | $51K | Cut−$529.8K |
| XML Financial, LLC | 5.7K | $284.2K | $51K | Added$51K |
| Wealthspire Advisors, LLC | 5.33K | $265.8K | — | New |
| MBA Advisors LLC | 5.28K | $263.2K | $47.3K | Added$47.3K |
| Baird Financial Group, Inc. | 5.13K | $255.6K | $44K | Added$54.4K |
| PSI Advisors, LLC | 4.99K | $248.7K | — | New |
| Capital Investment Advisors, LLC | 4.77K | $237.8K | — | New |
| SPIREPOINT PRIVATE CLIENT, LLC | 4.3K | $214.2K | — | New |
| Harbour Wealth Management Group, Inc. | 4.26K | $212.3K | — | New |
| Fortitude Advisory Group L.L.C. | 4.09K | $204K | — | New |
| CAPTRUST FINANCIAL ADVISORS | 4.07K | $203K | — | New |
| CoreCap Advisors, LLC | 2.32K | $115.8K | $1.02K | Added$111.2K |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 2.1K | $104.7K | $18.8K | Added$18.8K |
| CWM, LLC | 2K | $99.7K | $99.6K | Added$99.6K |
| WHITTIER TRUST CO | 2K | $95.3K | $12.6K | Added$12.6K |
| Clearstead Advisors, LLC | 1.58K | $78.7K | $13.7K | Added$16K |
| Spire Wealth Management | 1.55K | $77.2K | $7.62K | Added$42.5K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1.47K | $73.3K | $11.4K | Added$21.4K |
| MONTAG A & ASSOCIATES INC | 1.3K | $65K | $11.7K | Added$11.7K |
| Hartford Financial Management Inc. | 1.05K | $52.3K | $9.39K | Added$1.41K |
| Parkside Financial Bank & Trust | 1K | $49.9K | $8.95K | Added$8.95K |
| Noble Wealth Management PBC | 918 | $45.8K | $6.49K | Added$16.1K |
| FIFTH THIRD BANCORP | 713 | $35.5K | — | New |
| WEBSTER BANK, N. A. | 621 | $31K | $5.56K | Added$5.56K |
| Farther Finance Advisors, LLC | 671 | $30.9K | $1.99K | Added$15.3K |
| Penserra Capital Management LLC | 540.6K | $26.9K | $1.42K | Added$20.4K |
| Rockefeller Capital Management L.P. | 468 | $23.3K | $4.19K | Cut−$54.1K |
| MATHER GROUP, LLC. | 439 | $21.9K | — | New |
| Holos Integrated Wealth LLC | 443 | $21.1K | — | New |
| JPMORGAN CHASE & CO | 416 | $20.8K | $3.77K | Added$3.77K |
| UMB Bank, n.a. | 384 | $19.1K | $2.91K | Added$5.84K |
| PNC Financial Services Group, Inc. | 322 | $16.1K | $2.88K | Added$2.88K |
| West Branch Capital LLC | 306 | $15.3K | $2.66K | Added$3.1K |
| EVERMAY WEALTH MANAGEMENT LLC | 298 | $14.9K | $2.67K | Added$2.67K |
| CITIGROUP INC | 271 | $13.5K | $2.42K | Added$2.42K |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 255 | $12.7K | $2.28K | Added$2.28K |
| Sunbelt Securities, Inc. | 245 | $12.2K | $2.14K | Added$2.49K |
| Fidelity | 228 | $11.4K | — | New |
| Atlantic Union Bankshares Corp | 222 | $11.1K | $1.99K | Added$1.13K |
| Private Wealth Asset Management, LLC | 200 | $9.97K | $1.79K | Added$1.79K |
| Larson Financial Group LLC | 193 | $9.62K | $1.73K | Added$1.73K |
| SOUTHERN MICHIGAN BANK & TRUST | 192 | $9.57K | — | Held |
| SOA Wealth Advisors, LLC. | 187 | $9.32K | $1.67K | Added$1.67K |
| Truvestments Capital LLC | 187 | $9.32K | $1.67K | Added$1.67K |
| Abound Wealth Management | 181 | $9K | $1.61K | Added$1.61K |
| Federation des caisses Desjardins du Quebec | 180 | $8.97K | $1.61K | Added$1.61K |
| HM PAYSON & CO | 125 | $6.23K | $1.12K | Added$1.12K |
| Strategic Investment Solutions, Inc. /IL | 100 | $4.99K | — | New |
| NewEdge Advisors, LLC | 4.95K | $4.95K | −$197.5K | Cut−$206.2K |
| Janney Montgomery Scott LLC | 86.4K | $4.31K | $657 | Added$1.31K |
| Sound Income Strategies, LLC | 90 | $4.15K | $130 | Added$130 |
| Cambridge Investment Research Advisors, Inc. | 68.9K | $3.44K | $617 | Added$530 |
| ASSETMARK, INC | 67 | $3.34K | $600 | Added$600 |
| Addison Advisors LLC | 63 | $3.14K | $564 | Added$564 |
| Rossby Financial, LCC | 63 | $2.9K | $327 | Added$327 |
| DELTA ASSET MANAGEMENT LLC/TN | 50 | $2.49K | $448 | Added$448 |
| Bogart Wealth, LLC | 44 | $2.19K | $393 | Added$393 |
| Financial Management Professionals, Inc. | 39 | $1.97K | $350 | Added$400 |
| Strategic Advocates LLC | 39 | $1.94K | $357 | Cut−$453.7K |
| Salomon & Ludwin, LLC | 37 | $1.72K | $175 | Added$175 |
| COHEN & STEERS, INC. | 25.8K | $1.28K | $230 | Cut−$874 |
| TD Waterhouse Canada Inc. | 12 | $553 | — | New |
| Avail Investment Partners, LLC | 8.18K | $408 | — | Held |
| Key Financial Inc | 6 | $299 | $54 | Added$54 |
| EverSource Wealth Advisors, LLC | 2 | $109 | $22 | Added$22 |
| RHUMBLINE ADVISERS | 0 | $33 | — | Cut−$1.57K |
| PIN OAK INVESTMENT ADVISORS INC | 245 | $12 | $1 | Added$1 |
| First PREMIER Bank | 151 | $8 | $2 | Added$2 |
| Covestor Ltd | 56 | $3 | $1 | Added$1 |
| Roble, Belko & Company, Inc | 35 | $2 | $1 | Added$1 |