| WELLS FARGO & COMPANY/MN | 24.4M | $593.6M | $116.3M | Added$109M |
| Metis Global Partners, LLC | 12.3M | $298.7M | $53.6M | Added$78.9M |
| SEI INVESTMENTS CO | 10.7M | $260.2M | $39M | Added$100.1M |
| BANK OF AMERICA CORP /DE/ | 3.84M | $93.3M | $14M | Added$35.9M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 3.57M | $86.8M | $13.2M | Added$32.7M |
| MORGAN STANLEY | 2.34M | $57M | $11.2M | Added$9.81M |
| NEPC LLC | 2.31M | $56.1M | $11M | Added$11M |
| ROYAL BANK OF CANADA | 1.61M | $39.2M | $7.11M | Added$10M |
| Abundance Wealth Counselors | 1.59M | $38.7M | $7.12M | Added$9.46M |
| Cresset Asset Management, LLC | 1.29M | $31.3M | $4.62M | Added$12.3M |
| PRINCIPAL FINANCIAL GROUP INC | 1.15M | $27.9M | $2.9M | Added$16M |
| MCF Advisors LLC | 1.14M | $27.7M | $5.42M | Added$5.29M |
| Financial & Tax Architects, LLC | 942.3K | $22.9M | $4.22M | Added$5.56M |
| LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | 938.1K | $22.8M | $4.47M | Added$4.47M |
| Payne Capital Management, LLC | 916.2K | $22.3M | $3.75M | Added$6.87M |
| ENVESTNET ASSET MANAGEMENT INC | 577.1K | $14M | $2.23M | Added$4.85M |
| STIFEL FINANCIAL CORP | 565.3K | $13.7M | $2.44M | Added$3.73M |
| Disciplina Capital Management LLC | 472.1K | $11.5M | $2.25M | Added$1.92M |
| RETIREMENT FINANCIAL SOLUTIONS, LLC | 448.8K | $10.9M | $82.7K | Added$10.6M |
| Bangor Savings Bank | 433.8K | $10.5M | $10.9K | Added$10.5M |
| ARMSTRONG ADVISORY GROUP, INC | 396.1K | $9.62M | — | New |
| RS CRUM INC. | 395.1K | $9.6M | $1.67M | Added$2.73M |
| Beacon Pointe Advisors, LLC | 380.5K | $9.24M | $1.46M | Added$3.26M |
| Chandler Asset Management, Inc. | 377.3K | $9.16M | — | New |
| Savvy Advisors, Inc. | 372.1K | $9.04M | — | New |
| Upper Left Wealth Management, LLC | 369.9K | $8.98M | $1.51M | Added$2.79M |
| Empowered Funds, LLC | 367.5K | $8.93M | — | New |
| MASON STREET ADVISORS, LLC | 356.3K | $8.66M | $1.61M | Added$2.06M |
| LPL Financial LLC | 338.9K | $8.23M | $777.9K | Added$5.04M |
| TSG Advice Partners, LLC | 336.4K | $8.17M | — | New |
| Investment Research Partners LLC | 332.2K | $8.07M | $1.46M | Added$2.1M |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 325.8K | $7.91M | $1.53M | Added$1.62M |
| LTS Liquid Investments LLC | 320K | $7.77M | — | New |
| KINTRA WEALTH, LLC | 316.5K | $7.69M | $1.32M | Added$2.27M |
| TRUIST FINANCIAL CORP | 313.4K | $7.61M | $1.16M | Added$2.85M |
| Avestar Capital, LLC | 312.8K | $7.6M | $623.1K | Added$5.04M |
| Blue Trust, Inc. | 303.2K | $7.37M | $1.4M | Added$1.63M |
| S. R. Schill & Associates | 257.5K | $6.25M | — | New |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 230.8K | $5.61M | $1.1M | Added$894.6K |
| US BANCORP \DE\ | 225.7K | $5.48M | $538.4K | Added$3.27M |
| ALLIANCEBERNSTEIN L.P. | 268.7K | $5.25M | −$0 | Added$1.83M |
| Plan A Wealth LLC | 214.1K | $5.2M | $964.2K | Added$1.24M |
| Resonant Capital Advisors, LLC | 208.8K | $5.07M | $993.9K | Added$699.1K |
| Independence Wealth Advisors, LLC | 204.6K | $4.97M | $973.9K | Added$610.9K |
| Sollinda Capital Management LLC | 199.2K | $4.84M | — | New |
| Clear Creek Financial Management, LLC | 183.6K | $4.46M | — | New |
| Kestra Advisory Services, LLC | 180.4K | $4.38M | $143.1K | Added$3.8M |
| ELEVATION POINT WEALTH PARTNERS, LLC | 168.9K | $4.1M | $685K | Added$1.29M |
| Wall Street Financial Group, Inc. | 160.9K | $3.91M | — | New |
| Versant Capital Management, Inc | 158.3K | $3.84M | $95 | Added$3.84M |
| SigFig Wealth Management, LLC | 155.5K | $3.78M | $740.4K | Added$247.9K |
| Vestmark Advisory Solutions, Inc. | 151.8K | $3.69M | $685K | Added$877.5K |
| Aldebaran Capital, LLC | 143.4K | $3.48M | $682.5K | Added$669.4K |
| AlphaCore Capital LLC | 143.1K | $3.47M | $393.2K | Added$1.86M |
| Pitcairn Wealth Advisors LLC | 175.8K | $3.43M | $1 | Added$1 |
| Accordant Advisory Group Inc | 130.3K | $3.16M | — | New |
| Apella Capital, LLC | 132.8K | $3.14M | $547.3K | Cut−$345.2K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 120.6K | $2.97M | $551K | Added$58K |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | 121.4K | $2.95M | $578K | Added$490.4K |
| INVESTED ADVISORS | 120K | $2.92M | $568.8K | Added$581.2K |
| Cetera Investment Advisers | 114.8K | $2.79M | $403.8K | Added$1.13M |
| LEVEL FOUR ADVISORY SERVICES, LLC | 111.8K | $2.72M | — | New |
| Trek Financial, LLC | 109.4K | $2.66M | $440.7K | Added$849.5K |
| K2 Financial Inc. | 104.7K | $2.55M | $355.9K | Added$921.2K |
| Manske Wealth Management | 98.8K | $2.4M | $425.2K | Added$654.2K |
| Cerity Partners LLC | 95.3K | $2.32M | — | New |
| HighTower Advisors, LLC | 93.3K | $2.27M | $444.2K | Added$425.5K |
| Vise Technologies, Inc. | 111.9K | $2.19M | $0 | Held |
| Compass Financial Group, Inc. | 87.3K | $2.12M | $415.6K | Added$414.9K |
| Ramiah Investment Group | 75.8K | $1.84M | $328.9K | Added$490.7K |
| Orion Porfolio Solutions, LLC | 65.4K | $1.59M | $300.7K | Added$355.3K |
| RAYMOND JAMES FINANCIAL INC | 64.5K | $1.57M | $307K | Added$274.9K |
| UBS Group AG | 63.8K | $1.55M | $115.6K | Added$1.08M |
| Merit Financial Group, LLC | 63.1K | $1.53M | $254.5K | Added$488.9K |
| Csenge Advisory Group | 62.1K | $1.51M | $210.2K | Added$646.3K |
| CAPTRUST FINANCIAL ADVISORS | 61.4K | $1.49M | $237.4K | Added$517.5K |
| Vident Advisory, LLC | 58K | $1.41M | $254.6K | Added$364.4K |
| MML INVESTORS SERVICES, LLC | 57.7K | $1.4M | $204.9K | Added$561.8K |
| FIFTH THIRD BANCORP | 56.3K | $1.37M | $111.7K | Added$910.4K |
| Comprehensive Money Management Services LLC | 55.3K | $1.34M | $263.1K | Added$255.5K |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 55.1K | $1.34M | $262.2K | Cut−$1.64M |
| Heritage Family Offices, LLP | 52.2K | $1.27M | — | New |
| Advisory Services Network, LLC | 52K | $1.26M | $247.3K | Added$157K |
| Fullerton Fund Management Co Ltd. | 51.5K | $1.25M | — | New |
| NewEdge Wealth, LLC | 51.2K | $1.24M | $243.2K | Added$244.9K |
| WHITTIER TRUST CO OF NEVADA INC | 48.5K | $1.2M | $114.4K | Added$703.6K |
| Creative Planning | 49.4K | $1.2M | $235.1K | Added$143.3K |
| Pekin Hardy Strauss, Inc. | 46.9K | $1.14M | $165.6K | Added$460.3K |
| Boston Standard Wealth Management, LLC | 46.6K | $1.12M | $205.8K | Added$205.8K |
| HENGEHOLD CAPITAL MANAGEMENT LLC | 44.4K | $1.08M | $56.6K | Added$846.6K |
| Wealthspire Advisors, LLC | 41.4K | $1.01M | $117K | Added$525.7K |
| Renaissance Technologies | 38.9K | $944.9K | $90.4K | Added$573.8K |
| CreativeOne Wealth, LLC | 38.8K | $942.5K | $184.7K | Added$80.1K |
| Rockefeller Capital Management L.P. | 38.7K | $940.7K | $184.4K | Cut−$481.2K |
| Geneos Wealth Management Inc. | 38.2K | $926.8K | $94.7K | Added$538.2K |
| Walkner Condon Financial Advisors LLC | 37.4K | $905.4K | $144.2K | Added$279.8K |
| OSAIC HOLDINGS, INC. | 36.5K | $885.9K | $25.1K | Added$782.7K |
| EXENCIAL WEALTH ADVISORS, LLC | 35.2K | $854.3K | $134.4K | Added$302.8K |
| Perigon Wealth Management, LLC | 33.5K | $813.2K | $115.9K | Added$337.6K |
| LEUTHOLD GROUP, LLC | 32.8K | $797.7K | $156.3K | Added$156.3K |
| Stratos Wealth Partners, LTD. | 32.8K | $796.8K | $92.9K | Added$415.5K |
| TD Waterhouse Canada Inc. | 32.9K | $792.1K | $149.5K | Added$149.5K |
| Ameritas Advisory Services, LLC | 31.9K | $774.9K | $114.3K | Added$306.1K |
| Sovran Advisors, LLC | 30K | $759.5K | $129.8K | Added$236.1K |
| COMMONWEALTH EQUITY SERVICES, LLC | 30.7K | $745.9K | $87.8K | Added$385.7K |
| HOLLENCREST CAPITAL MANAGEMENT | 29.8K | $723.5K | $141K | Added$145K |
| National Philanthropic Trust | 29.8K | $723.5K | $141K | Added$145K |
| Mariner, LLC | 29.6K | $718.5K | $139.9K | Added$139.3K |
| Austin Asset Management Co Inc | 29K | $704.9K | $137.8K | Added$139.6K |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | 28.7K | $697.4K | $136.7K | Added$136.7K |
| Mezzasalma Advisors, LLC | 24.1K | $585.4K | — | New |
| Diversified Enterprises, LLC | 23.9K | $581.5K | $98K | Added$179.3K |
| Bruce G. Allen Investments, LLC | 23.2K | $563.1K | $110.3K | Cut−$15.2K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 23K | $559.3K | $109.6K | Added$94.2K |
| GWN SECURITIES INC. | 22.5K | $546.4K | $75.4K | Added$237.1K |
| Capital Wealth Planning, LLC | 22.2K | $539.2K | $90.9K | Added$166.2K |
| United Advisor Group, LLC | 20.9K | $506.8K | $77.2K | Added$190K |
| Simplicity Wealth,LLC | 20.9K | $506.6K | — | New |
| MONEY CONCEPTS CAPITAL CORP | 20K | $486.7K | — | New |
| &PARTNERS | 18.8K | $456.8K | $75K | Added$149.1K |
| CAHILL FINANCIAL ADVISORS INC | 18.7K | $454.4K | $89K | Added$23K |
| Cassady Wealth & Retirement Planning, LLC | 17.9K | $453.2K | $79.5K | Added$184.7K |
| Stewardship Advisors, LLC | 18.5K | $449.4K | $65.1K | Added$182.3K |
| Outlook Wealth Advisors, LLC | 16.4K | $398K | — | New |
| Tidal Investments LLC | 14.9K | $361.3K | — | New |
| Ancora Advisors LLC | 14.7K | $357.1K | $70K | Added$70K |
| LS Investment Advisors, LLC | 14.7K | $356.5K | — | New |
| ENDEAVOR PRIVATE WEALTH, INC. | 14.4K | $350.3K | $68.7K | Added$39.1K |
| Callan Family Office, LLC | 13.6K | $330.1K | $64.6K | Added$65K |
| Concurrent Investment Advisors, LLC | 13.2K | $321.1K | — | New |
| COMPASS CAPITAL CORP /MA/ /ADV | 12.7K | $314.4K | — | New |
| DAVENPORT & Co LLC | 12.9K | $313.4K | — | New |
| Moors & Cabot, Inc. | 12.6K | $305.6K | — | New |
| PRINCIPAL SECURITIES, INC. | 12.5K | $304.8K | — | New |
| StoneX Group Inc. | 12.5K | $302.1K | — | New |
| Mutual Advisors, LLC | 12.4K | $301.7K | — | New |
| Dunhill Financial, LLC | 12.4K | $301.3K | $59K | Cut−$790.5K |
| Independent Wealth Network Inc. | 12.3K | $297.6K | — | New |
| TCFG WEALTH MANAGEMENT, LLC | 12K | $292.1K | $55.6K | Added$63.8K |
| TCFG Investment Advisors, LLC | 12K | $292.1K | — | Held |
| Lynx Investment Advisory | 11.8K | $286K | — | New |
| Aptus Capital Advisors, LLC | 11.5K | $280.4K | $55K | Added$55K |
| Empower Advisory Group, LLC | 11.5K | $279.4K | $51K | Added$70K |
| Icahn Capital | 10.3K | $249.1K | $48.8K | Added$48.8K |
| Synergy Asset Management, LLC | 10.2K | $247.5K | — | New |
| Sigma Planning Corp | 9.87K | $239.6K | $47K | Added$27.1K |
| SILVER OAK SECURITIES, INCORPORATED | 9.74K | $236.6K | $43.3K | Added$35.8K |
| VALLEY FORGE INVESTMENT CONSULTANTS INC ADV | 9.56K | $232.2K | — | New |
| MONECO ADVISORS, LLC | 9.43K | $229K | — | New |
| AXXCESS WEALTH MANAGEMENT, LLC | 9.26K | $224.9K | — | New |
| Brookwood Investment Group LLC | 9.05K | $219.8K | — | New |
| CAP Partners, LLC | 8.87K | $215.5K | — | New |
| Braun-Bostich & Associates Inc. | 8.54K | $207.5K | — | New |
| NBC SECURITIES, INC. | 7.96K | $193.2K | $35.8K | Added$46.3K |
| Red Tortoise LLC | 7.56K | $183.7K | $30.9K | Added$56.8K |
| HARBOUR INVESTMENTS, INC. | 7.45K | $180.9K | $3.88K | Added$165K |
| PNC Financial Services Group, Inc. | 6.22K | $151.1K | $5.11K | Added$130.1K |
| WPG Advisers, LLC | 5.58K | $135.6K | $22K | Added$45.1K |
| BAYBAN | 5.3K | $128.7K | $25.2K | Added$25.2K |
| MTM Investment Management, LLC | 4.98K | $121K | $23.7K | Added$23.7K |
| Godfrey Financial Associates, Inc. | 4.29K | $104.2K | $20.4K | Added$20.4K |
| AdvisorNet Financial, Inc | 4.21K | $102.3K | $20K | Added$20K |
| Silver Grove Financial Group, Inc. | 3.73K | $90.6K | $12.9K | Added$37.7K |
| Steward Partners Investment Advisory, LLC | 3.71K | $90K | $17.6K | Added$17.6K |
| Sunbelt Securities, Inc. | 3.55K | $86.2K | $14.5K | Added$26.7K |
| IFP Advisors, Inc | 3.52K | $85.4K | — | New |
| NewEdge Advisors, LLC | 73.8K | $73.8K | −$959.8K | Cut−$937.7K |
| CWM, LLC | 2.83K | $68.7K | $68.6K | Added$68.5K |
| Farther Finance Advisors, LLC | 2.51K | $60.5K | $4.8K | Added$39.9K |
| CoreCap Advisors, LLC | 2.15K | $52.3K | $428 | Added$50.6K |
| Rossby Financial, LCC | 1.89K | $45.6K | — | New |
| MAI Capital Management | 1.4K | $34K | $6.66K | Cut−$10.1K |
| BOKF, NA | 1.14K | $27.6K | — | New |
| WHITTIER TRUST CO | 1.08K | $26.7K | $5K | Added$5K |
| Pacifica Partners Inc. | 1.1K | $26.6K | — | New |
| Anfield Capital Management, LLC | 1.02K | $24.8K | $4.86K | Added$4.86K |
| QUADRANT CAPITAL GROUP LLC | 1.01K | $24.6K | $4.83K | Added$4.83K |
| Advisors Preferred, LLC | 949 | $23.1K | — | New |
| Fidelity | 846 | $20.5K | $3.92K | Added$4.45K |
| EverSource Wealth Advisors, LLC | 750 | $18.2K | $3.57K | Cut−$8.89K |
| Daytona Street Capital LLC | 730 | $17.6K | $3.34K | Added$3.34K |
| JONES FINANCIAL COMPANIES LLLP | 666 | $16K | $1.06K | Added$11.5K |
| JPMORGAN CHASE & CO | 649 | $15.8K | $3.09K | Cut−$196 |
| iA Global Asset Management Inc. | 505.9K | $12.3K | $2.41K | Cut−$7.29K |
| HUNTINGTON NATIONAL BANK | 471 | $11.4K | — | New |
| MATHER GROUP, LLC. | 380 | $9.23K | — | New |
| Smartleaf Asset Management LLC | 353 | $8.58K | $1.58K | Cut−$119.2K |
| Clearstead Advisors, LLC | 300 | $7.29K | $1.43K | Added$1.43K |
| EASTERN BANK | 295 | $7.17K | — | New |
| Nova Wealth Management, Inc. | 283 | $6.87K | — | New |
| Darwin Wealth Management, LLC | 283 | $6.87K | — | New |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 150 | $3.64K | $714 | Added$714 |
| Janney Montgomery Scott LLC | 123.2K | $2.99K | — | New |
| Avail Investment Partners, LLC | 109.5K | $2.66K | — | Held |
| Legacy Wealth Managment, LLC/ID | 102 | $2.48K | — | New |
| ROTHSCHILD INVESTMENT LLC | 92 | $2.23K | $438 | Added$438 |
| HRT FINANCIAL LP | 85.4K | $2.07K | — | New |
| Cambridge Investment Research Advisors, Inc. | 64.8K | $1.57K | $221 | Added$668 |
| Bear Mountain Capital, Inc. | 59 | $1.41K | $212 | Added$212 |
| ASSETMARK, INC | 50 | $1.22K | $238 | Cut−$1.99K |
| PlanVest Financial, Inc | 44 | $1.07K | — | Held |
| Destiny Wealth Partners, LLC | 30 | $729 | — | New |
| SG Americas Securities, LLC | 25.3K | $615 | — | New |
| Aspen Investment Management Inc | 22.6K | $550 | $107 | Added$105 |
| Winthrop Capital Management, LLC | 3.5K | $85 | $17 | Cut−$357 |
| Russell Investments Group, Ltd. | 1 | $20 | $4 | Added$4 |