| MORGAN STANLEY | 675.6K | $50.9M | $3.8M | Added$6.14M |
| RAYMOND JAMES FINANCIAL INC | 414K | $31.2M | $2.44M | Cut−$556.5K |
| LPL Financial LLC | 410.7K | $31M | $2.38M | Added$2.93M |
| Focus Partners Wealth | 379K | $28.6M | $2.13M | Added$3.41M |
| Revolve Wealth Partners, LLC | 364.2K | $27.5M | $2.15M | Added$559.6K |
| Intellus Advisors LLC | 351.4K | $26.5M | $2.07M | Added$2.02M |
| VestGen Advisors, LLC | 285K | $22.2M | $2.41M | Added$432.1K |
| ROTHSCHILD INVESTMENT LLC | 275.4K | $20.8M | $1.46M | Added$3.55M |
| ALM First Financial Advisors, LLC | 268.8K | $19.3M | $1.44M | Added$3.76M |
| Cetera Investment Advisers | 250.8K | $18.9M | $1.41M | Added$2.31M |
| UBS Group AG | 248.4K | $18.7M | $1.42M | Added$1.92M |
| Verum Partners LLC | 232.5K | $17.5M | $1.31M | Added$2.02M |
| Compound Planning, Inc. | 201.4K | $15.2M | $1.19M | Cut−$4.13M |
| COMMONWEALTH EQUITY SERVICES, LLC | 198.1K | $14.9M | $1.17M | Cut−$1.17M |
| Cambria Investment Management, L.P. | 165.4K | $12.5M | $471.8K | Added$6.91M |
| HighTower Advisors, LLC | 149.4K | $11.3M | $881.2K | Added$661K |
| Arkadios Wealth Advisors | 136.6K | $10.3M | $775.1K | Added$1.15M |
| Atlas Wealth LLC | 133.3K | $10.1M | $717K | Added$1.59M |
| CWM, LLC | 125.7K | $9.48M | $9.47M | Added$9.47M |
| Brookstone Capital Management | 122.7K | $9.25M | $691.3K | Added$1.09M |
| Fermata Advisors, LLC | 101.1K | $7.62M | $595.4K | Added$528.9K |
| BANK OF AMERICA CORP /DE/ | 95.5K | $7.2M | $529.7K | Added$950.4K |
| Empowered Funds, LLC | 90.9K | $6.86M | — | New |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 82.7K | $6.24M | $487.3K | Cut−$553K |
| WELLS FARGO & COMPANY/MN | 76.2K | $5.75M | $448.9K | Cut−$2.63M |
| United Advisor Group, LLC | 73.3K | $5.53M | $361K | Added$1.26M |
| DKM Wealth Management, Inc. | 72.7K | $5.49M | $426.8K | Added$447.5K |
| Breakwater Capital Group | 71.2K | $5.37M | $419.3K | Added$189.1K |
| Integrated Advisors Network LLC | 69.9K | $5.27M | $229.6K | Added$2.56M |
| Visionary Wealth Advisors | 68.7K | $5.18M | $324.4K | Added$1.35M |
| ROYAL BANK OF CANADA | 67.1K | $5.06M | $394.8K | Cut−$391K |
| Ethos Financial Group, LLC | 67.8K | $5.04M | $326.8K | Added$261.8K |
| Kesler, Norman & Wride, LLC | 58K | $4.37M | $341.3K | Added$331K |
| MONECO ADVISORS, LLC | 54K | $4.07M | $317.8K | Cut−$614.3K |
| TRUIST FINANCIAL CORP | 47.7K | $3.59M | $280.6K | Added$255.3K |
| OSAIC HOLDINGS, INC. | 45.2K | $3.41M | $266K | Cut−$118.7K |
| RITHOLTZ WEALTH MANAGEMENT | 43.2K | $3.26M | — | New |
| Waverly Advisors, LLC | 42.2K | $3.18M | $37.5K | Added$2.74M |
| ENVESTNET ASSET MANAGEMENT INC | 40.1K | $3.02M | $236K | Cut−$1.14M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 39.7K | $3M | — | New |
| Savvy Advisors, Inc. | 38.2K | $2.88M | — | New |
| Laurel Wealth Advisors LLC | 31.9K | $2.51M | $264K | Added$483.7K |
| STIFEL FINANCIAL CORP | 31K | $2.34M | $183K | Cut−$409.6K |
| GOLDMAN SACHS GROUP INC | 26.5K | $2M | $95.7K | Added$870.8K |
| KINGSWOOD WEALTH ADVISORS, LLC | 26.3K | $1.98M | $151.7K | Added$191.6K |
| Aspect Partners, LLC | 25.9K | $1.95M | $147.4K | Added$211.5K |
| D.A. DAVIDSON & CO. | 25.2K | $1.9M | $145.3K | Added$188K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 24.7K | $1.86M | $84.4K | Cut−$712.5K |
| Rockefeller Capital Management L.P. | 24.7K | $1.86M | $143K | Added$174.9K |
| Sigma Planning Corp | 24.4K | $1.84M | $142.8K | Added$153.4K |
| MGO ONE SEVEN LLC | 22.4K | $1.69M | $130.8K | Added$145.4K |
| Belpointe Asset Management LLC | 22.3K | $1.68M | $122.1K | Added$243.3K |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 21.8K | $1.64M | $122.8K | Added$193K |
| Cauble & Harre Wealth Management, Inc. | 20.6K | $1.61M | $149.3K | Added$379.5K |
| Sherman Wealth Management LLC | 21.3K | $1.6M | $125.2K | Added$108.9K |
| Bravias Capital Group, LLC | 21K | $1.58M | $120.8K | Added$158.1K |
| MML INVESTORS SERVICES, LLC | 21K | $1.58M | $123.4K | Cut−$803.6K |
| Private Advisor Group, LLC | 20.7K | $1.56M | $121.9K | Cut−$1.88M |
| NOTTINGHAM ADVISORS, INC. | 20.6K | $1.55M | $121.4K | Added$121.4K |
| Wealth Care LLC | 19.6K | $1.47M | — | Held |
| Longview Financial Advisors, Inc. | 18.8K | $1.42M | $110.6K | Added$102.2K |
| JONES FINANCIAL COMPANIES LLLP | 18.9K | $1.41M | $94.4K | Added$93.1K |
| Equitable Holdings, Inc. | 20K | $1.39M | $0 | Cut−$192.7K |
| SHEETS SMITH WEALTH MANAGEMENT | 18.2K | $1.37M | $106.9K | Cut−$93.2K |
| Icahn Capital | 17.1K | $1.29M | $69.6K | Added$464.9K |
| Sanchez Gaunt Capital Management, LLC | 17K | $1.28M | — | Held |
| Southland Equity Partners LLC | 16.5K | $1.25M | $97.4K | Added$89.4K |
| Evanson Asset Management, LLC | 16.5K | $1.24M | $97.1K | Added$97.1K |
| Mutual Advisors, LLC | 15.8K | $1.2M | $86.3K | Added$176.5K |
| Snowden Capital Advisors LLC | 15.5K | $1.17M | $91.6K | Added$91.6K |
| COWA, LLC | 14.7K | $1.11M | $86.7K | Added$73.9K |
| Meridian Wealth Management, LLC | 14.6K | $1.1M | $85K | Added$99.5K |
| OPPENHEIMER & CO INC | 14.1K | $1.06M | $82.8K | Added$41.1K |
| Farther Finance Advisors, LLC | 12.4K | $933.3K | $2.1K | Added$907.8K |
| Geneos Wealth Management Inc. | 12.3K | $930.9K | $72.7K | Cut−$395.2K |
| Steward Partners Investment Advisory, LLC | 11.7K | $885.2K | $69.1K | Cut−$15.2K |
| Meridian Financial Advisors, LLC | 9.98K | $752.9K | $58.8K | Cut−$45.7K |
| CFS Investment Advisory Services, LLC | 9.6K | $749.1K | $38.6K | Added$432.3K |
| RFG Advisory, LLC | 9.72K | $733.4K | $57K | Added$60.9K |
| MANCHESTER FINANCIAL INC | 8.97K | $676.5K | $52.8K | Cut−$57.3K |
| Dorsey & Whitney Trust CO LLC | 8.62K | $650K | $50.8K | Added$50.8K |
| Compass Ion Advisors, LLC | 8.41K | $634.2K | $49.5K | Added$15.4K |
| Valued Retirements, Inc. | 8.14K | $613.5K | $47.9K | Cut−$139.5K |
| Apollon Wealth Management, LLC | 7.45K | $561.5K | $43.9K | Cut−$135.5K |
| MAI Capital Management | 7.22K | $544.2K | $42.5K | Added$34.7K |
| ATLas Financial Planning LLC | 7.17K | $540.8K | $24.4K | Added$252.8K |
| Sanctuary Advisors, LLC | 7.13K | $537.6K | $41.9K | Added$1.62K |
| RPS ADVISORY SOLUTIONS LLC | 6.9K | $520.3K | $40.6K | Cut−$22.7K |
| Wealth Management Partners, LLC | 6.86K | $517K | $40.4K | Added$37.5K |
| World Investment Advisors | 6.77K | $510.5K | $28.5K | Added$174.3K |
| Astra Wealth Partners LLC | 6.58K | $496.4K | $38.8K | Added$38.8K |
| Baird Financial Group, Inc. | 6.49K | $489.6K | $29.3K | Added$143.8K |
| Comprehensive Wealth Management, LLC | 6.49K | $489.3K | $38.2K | Added$679 |
| Citadel | 6.44K | $485.6K | $37.9K | Cut−$714.8K |
| Van Hulzen Asset Management, LLC | 6.38K | $481K | $37.6K | Cut−$10.2K |
| Obermeyer Wealth Partners | 6.36K | $479.8K | $37.5K | Added$36.4K |
| Genesis Wealth Advisors, LLC | 6.08K | $458.3K | $35.8K | Added$35.8K |
| Financial Partners Group, Inc | 5.46K | $412K | $10.4K | Cut−$85.8K |
| ZEGA Investments, LLC | 5.13K | $386.9K | — | New |
| DAVENPORT & Co LLC | 5.06K | $381.7K | $25.8K | Added$76.7K |
| SENTINEL PENSION ADVISORS, LLC | 5.03K | $379.2K | $29.6K | Cut−$10.4K |
| Physician Wealth Advisors, Inc. | 4.79K | $361.5K | $28.2K | Added$28.7K |
| Kestra Advisory Services, LLC | 4.56K | $344.1K | $26.9K | Cut−$65.5K |
| Avior Wealth Management, LLC | 4.49K | $338.7K | $26.5K | Added$22.2K |
| HBW ADVISORY SERVICES LLC | 4.38K | $329.9K | — | New |
| Sovran Advisors, LLC | 4.13K | $328.3K | — | New |
| TCFG Investment Advisors, LLC | 4.12K | $311.3K | — | Held |
| TCFG WEALTH MANAGEMENT, LLC | 4.12K | $311.3K | $8.83K | Added$54.6K |
| SAGESPRING WEALTH PARTNERS, LLC | 4.08K | $308K | $23.9K | Added$25.2K |
| &PARTNERS | 4.04K | $304.8K | $23.8K | Added$23.8K |
| Baldwin Investment Management, LLC | 4.01K | $302.6K | $23.6K | Added$11.3K |
| StoneX Group Inc. | 3.9K | $294K | $19.5K | Added$64.3K |
| Moors & Cabot, Inc. | 3.83K | $288.8K | $22.6K | Added$22.6K |
| Independent Advisor Alliance | 3.67K | $276.5K | — | New |
| MONEY CONCEPTS CAPITAL CORP | 3.5K | $263.8K | $20.6K | Added$13.3K |
| COMPASS CAPITAL CORP /MA/ /ADV | 3.18K | $250.6K | $3.43K | Added$3.43K |
| Hubbell Strickland Wealth Management, LLC | 3.31K | $249.2K | $19.5K | Added$6.5K |
| Beacon Financial Advisory LLC | 3.28K | $247.2K | $19.3K | Added$14.7K |
| Ancora Advisors LLC | 3.25K | $245.3K | $19.2K | Added$19.2K |
| Gladstone Institutional Advisory LLC | 3.16K | $238.2K | $17.3K | Added$34K |
| MSH Capital Advisors LLC | 2.87K | $216.6K | $16.9K | Cut−$18.9K |
| FLORIDA FINANCIAL ADVISORS, LLC | 2.82K | $212.6K | — | New |
| Joseph P. Lucia & Associates, LLC | 2.73K | $206.1K | $16.1K | Cut−$1.28K |
| RFG Holdings, Inc. | 2.69K | $203K | — | New |
| Newbridge Financial Services Group, Inc. | 2.11K | $159.3K | $9.47K | Added$47.6K |
| FIFTH THIRD BANCORP | 1.9K | $143.2K | — | New |
| HARBOUR INVESTMENTS, INC. | 1.85K | $139.3K | $10.9K | Added$11.1K |
| IFP Advisors, Inc | 1.67K | $125.9K | $9.84K | Added$9.84K |
| BOK Financial Private Wealth, Inc. | 1.56K | $117.8K | $9.2K | Cut−$85.3K |
| Atlantic Edge Private Wealth Management, LLC | 1.55K | $116.9K | — | New |
| Financial Gravity Asset Management, Inc. | 1.33K | $100.1K | $7.82K | Cut−$4.21K |
| True Wealth Design, LLC | 1.32K | $99.7K | $7.79K | Cut−$9.73K |
| Allworth Financial LP | 1.28K | $96.7K | $7.57K | Added$7.94K |
| AE Wealth Management LLC | 1.22K | $91.8K | $7.17K | Added$2.1K |
| Arax Advisory Partners | 1K | $75.4K | $5.89K | Added$5.89K |
| Accordant Advisory Group Inc | 1K | $75.4K | $5.89K | Added$5.89K |
| Fidelity | 921 | $69.5K | $148 | Added$67.8K |
| JPMORGAN CHASE & CO | 789 | $58.7K | $3.8K | Added$3.8K |
| Parallel Advisors, LLC | 710 | $53.5K | $4.18K | Added$4.18K |
| Advisory Services Network, LLC | 707 | $53.3K | — | New |
| Destiny Wealth Partners, LLC | 375 | $28.3K | — | New |
| Root Financial Partners, LLC | 357 | $26.9K | $2.1K | Cut−$3.53K |
| Sound Income Strategies, LLC | 336 | $25.3K | $568 | Added$568 |
| AdvisorNet Financial, Inc | 320 | $24.1K | $1.88K | Cut−$13.4K |
| Ameliora Wealth Management Ltd. | 303 | $22.8K | $1.78K | Added$1.78K |
| ASSETMARK, INC | 296 | $22.3K | — | New |
| Opus Capital Group, LLC | 236.8K | $17.9K | $1.38K | Added$1.51K |
| CoreCap Advisors, LLC | 120 | $9.05K | $707 | Added$707 |
| Federation des caisses Desjardins du Quebec | 81 | $6.11K | $476 | Added$476 |
| Team Financial Group, LLC | 76 | $5.76K | — | New |
| Caitlin John, LLC | 75 | $5.66K | $442 | Added$442 |
| MATHER GROUP, LLC. | 40 | $3.02K | — | New |
| Cambridge Investment Research Advisors, Inc. | 28.7K | $2.16K | $169 | Cut−$1.79K |
| Costello Asset Management, INC | 23 | $1.71K | $143 | Added$143 |
| DHJJ Financial Advisors, Ltd. | 14 | $1.06K | $82 | Added$82 |
| Betterment LLC | 9.06K | $684 | $54 | Held |
| THOROUGHBRED FINANCIAL SERVICES, LLC | 6.56K | $494 | $37 | Added$50 |
| Signature Equity Partners, LLC | 6 | $452 | $35 | Added$35 |
| Capital Advisors, Ltd. LLC | 5.35K | $403 | $31 | Added$31 |
| Janney Montgomery Scott LLC | 5.14K | $388 | $31 | Added$3 |
| Harel Insurance Investments & Financial Services Ltd. | 4.3K | $324 | — | New |
| PARK AVENUE SECURITIES LLC | 4K | $302 | — | New |
| CX Institutional | 3.88K | $292 | $22 | Cut−$11 |
| WEDBUSH SECURITIES INC | 3.23K | $243 | $19 | Added$20 |
| HUNTINGTON NATIONAL BANK | 1 | $75 | $5 | Cut−$42.3K |
| HAZLETT, BURT & WATSON, INC. | 277 | $21 | $2 | Added$2 |