| Capital International Investors | 9.93M | $296M | −$6.75M | Cut−$6.71M |
| Capital Group Private Client Services, Inc. | 5.38M | $160.3M | −$2.54M | Added$46.5M |
| LPL Financial LLC | 4.66M | $139M | −$2.68M | Added$18.8M |
| RAYMOND JAMES FINANCIAL INC | 2.37M | $70.7M | −$1.61M | Cut−$19.8M |
| ENVESTNET ASSET MANAGEMENT INC | 2.14M | $63.7M | −$1.22M | Added$8.82M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1.21M | $36.2M | −$733.8K | Added$3.28M |
| Cetera Investment Advisers | 892.1K | $26.6M | −$538.8K | Added$2.44M |
| STIFEL FINANCIAL CORP | 838.4K | $25M | −$570.1K | Cut−$3.6M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 831.1K | $24.8M | −$969.3K | Cut−$890.2K |
| Tribridge Partners Financial LLC | 794K | $23.7M | −$500.3K | Added$573.9K |
| COMMONWEALTH EQUITY SERVICES, LLC | 714K | $21.3M | −$387.6K | Added$3.9M |
| WELLS FARGO & COMPANY/MN | 665.9K | $19.8M | −$247.9K | Added$8.73M |
| JONES FINANCIAL COMPANIES LLLP | 657K | $19.3M | −$411.6K | Added$7.7M |
| Citadel | 647.5K | $19.3M | −$73K | Added$16M |
| Envision Financial Planning, LLC | 628.9K | $18.7M | −$410.8K | Added$329.1K |
| Clearstead Trust, LLC | 513.8K | $15.3M | −$208.2K | Added$5.98M |
| Souders Financial Advisors | 469.3K | $14M | — | New |
| HighPoint Advisor Group LLC | 457.2K | $13.6M | −$301.9K | Added$93.8K |
| ST GERMAIN D J CO INC | 380.4K | $11.3M | −$258.7K | Cut−$345.2K |
| MML INVESTORS SERVICES, LLC | 361.5K | $10.8M | −$218.3K | Added$988.7K |
| OSAIC HOLDINGS, INC. | 351.3K | $10.5M | −$191.5K | Added$1.89M |
| Confluence Wealth Services, Inc. | 350.6K | $10.5M | −$181.6K | Added$2.31M |
| AdvisorNet Financial, Inc | 341.8K | $10.2M | −$25.2K | Added$9.06M |
| &PARTNERS | 310K | $9.24M | −$541K | Added$2.32M |
| HARBOUR INVESTMENTS, INC. | 302.8K | $9.03M | −$34.1K | Added$7.5M |
| Carson Advisory Inc. | 292.4K | $8.72M | −$192.6K | Added$82.5K |
| J. Derek Lewis & Associates Inc. | 281.9K | $8.4M | −$189.2K | Cut−$80.3K |
| RM Financial Services, LLC | 281K | $8.38M | −$191.1K | Cut−$220.8K |
| Valmark Advisers, Inc. | 280.7K | $8.37M | −$159.1K | Added$1.23M |
| BANK OF AMERICA CORP /DE/ | 273K | $8.14M | −$113.3K | Added$3.05M |
| Troutman Wealth Management, LLC | 247K | $7.36M | −$167.5K | Cut−$146K |
| Steward Partners Investment Advisory, LLC | 226.9K | $6.76M | −$147K | Added$174.3K |
| Midwest Heritage Bank, FSB | 221.7K | $6.61M | −$97.4K | Added$2.24M |
| FINANCIAL MANAGEMENT NETWORK INC | 210.5K | $6.51M | $51K | Added$498.9K |
| Baird Financial Group, Inc. | 190.8K | $5.69M | −$121.3K | Added$248.5K |
| ROYAL BANK OF CANADA | 183.5K | $5.47M | −$99.6K | Added$997K |
| Vestmark Advisory Solutions, Inc. | 164.3K | $4.9M | −$99K | Added$459.5K |
| Apollon Wealth Management, LLC | 162.9K | $4.86M | −$80.4K | Added$1.25M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 153.7K | $4.58M | −$104.5K | Cut−$1.11M |
| Kestra Advisory Services, LLC | 144.7K | $4.31M | −$31.3K | Added$2.91M |
| Evernest Financial Advisors, LLC | 129.9K | $4.04M | −$72.7K | Cut−$3.87M |
| JANE STREET GROUP, LLC | 133.2K | $3.97M | — | New |
| REGATTA CAPITAL GROUP, LLC | 132K | $3.93M | −$75.8K | Added$533.5K |
| TRUIST FINANCIAL CORP | 130.4K | $3.89M | −$88.7K | Cut−$3.44M |
| GREAT VALLEY ADVISOR GROUP, INC. | 119.4K | $3.56M | −$81.3K | Cut−$1.43M |
| FOUNDERS FINANCIAL SECURITIES LLC | 95.4K | $2.95M | $32.8K | Added$681.4K |
| CAPTRUST FINANCIAL ADVISORS | 98.8K | $2.95M | −$58.4K | Added$327.1K |
| Compton Financial Group, LLC | 84.9K | $2.53M | — | New |
| Bulwark Capital Corp | 79.9K | $2.38M | −$54.3K | Cut−$205.3K |
| BlueChip Wealth Advisors LLC | 79K | $2.35M | −$13.1K | Added$1.77M |
| Hartmann Taylor Wealth Management, LLC | 76K | $2.26M | −$44.9K | Added$252.6K |
| Prospera Financial Services Inc | 69.9K | $2.08M | — | New |
| DMKC Advisory Services, LLC | 69.4K | $2.07M | −$39.9K | Added$278.3K |
| Gateway Wealth Partners, LLC | 68.1K | $2.03M | −$10.8K | Added$1.54M |
| ASSETMARK, INC | 66.4K | $1.98M | −$42.7K | Added$61.6K |
| Golden State Wealth Management, LLC | 64.2K | $1.91M | −$37.6K | Added$226.5K |
| Private Advisor Group, LLC | 63.2K | $1.88M | −$41.7K | Added$14.6K |
| Pines Wealth Management, LLC | 58.7K | $1.75M | −$39.9K | Cut−$53.5K |
| Meridian Wealth Management, LLC | 57.6K | $1.72M | −$39.1K | Cut−$42.5K |
| CWS Financial Advisors, LLC | 55.6K | $1.66M | −$37.6K | Cut−$29.4K |
| Worthington Financial Partners, LLC | 55.2K | $1.64M | −$36.9K | Cut−$11.9K |
| Junk Investment Group, LLC | 50.7K | $1.51M | — | Held |
| BENJAMIN EDWARDS INC | 46.1K | $1.37M | −$25.9K | Added$210.3K |
| Orion Porfolio Solutions, LLC | 45.4K | $1.35M | −$29.7K | Added$24.2K |
| CGN Advisors LLC | 44.1K | $1.31M | −$29.5K | Cut−$9.88K |
| Integrated Wealth Concepts LLC | 42.7K | $1.27M | −$21K | Added$330.1K |
| Continuum Advisory, LLC | 40K | $1.19M | −$18.1K | Added$381.4K |
| PRINCIPAL SECURITIES, INC. | 38.1K | $1.14M | −$24.3K | Added$48.1K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 36.6K | $1.09M | — | New |
| Cullen/Frost Bankers, Inc. | 34.5K | $1.03M | −$20.7K | Added$99.2K |
| Sigma Planning Corp | 32.9K | $982.9K | −$17.5K | Added$100.9K |
| PCG Wealth Advisors, LLC | 31.4K | $934.9K | — | New |
| Equitable Holdings, Inc. | 30.6K | $934.3K | −$0 | Added$549.4K |
| World Investment Advisors | 30.8K | $918.3K | −$13K | Added$336.1K |
| Envestnet Portfolio Solutions, Inc. | 30.5K | $908.8K | −$20.7K | Cut−$200.4K |
| HighTower Advisors, LLC | 30.3K | $904.4K | −$20K | Added$5.78K |
| D.A. DAVIDSON & CO. | 25.6K | $762.5K | −$15.2K | Added$82.8K |
| Main Line Retirement Advisors, LLC | 25.1K | $747.1K | −$13.5K | Added$141.2K |
| Western Wealth Management, LLC | 24.5K | $731.7K | −$14.8K | Added$68.3K |
| ROTHSCHILD INVESTMENT LLC | 23.9K | $711K | — | New |
| GTS SECURITIES LLC | 23.2K | $691.5K | −$15.8K | Cut−$1.78M |
| Regal Investment Advisors LLC | 22.2K | $661.3K | −$13.3K | Added$65.5K |
| Kingsview Wealth Management, LLC | 21.9K | $652.3K | −$14.9K | Cut−$429.9K |
| Independent Advisor Alliance | 21.2K | $632.3K | — | New |
| A&I FINANCIAL SERVICES, LLC | 20.9K | $621.8K | −$12.8K | Added$49.8K |
| INDEPENDENT FINANCIAL GROUP, LLC | 20.2K | $603.2K | — | New |
| Synergy Investment Management, LLC | 19K | $565.6K | −$12.9K | Cut−$12.9K |
| Stratos Wealth Partners, LTD. | 18.6K | $553.3K | −$12.6K | Cut−$22.2K |
| KWB Wealth | 17.3K | $528.4K | $0 | Held |
| Transamerica Financial Advisors, LLC | 16.8K | $504.3K | −$4.79K | Added$237.1K |
| Cyndeo Wealth Partners, LLC | 16.5K | $490.6K | −$10.7K | Added$9.12K |
| DAVENPORT & Co LLC | 15.3K | $456.1K | −$6.37K | Added$169.8K |
| M.E. ALLISON & CO., INC. | 14.4K | $430.6K | −$9.7K | Cut−$4.18K |
| LongView Wealth Management | 12.7K | $394.7K | — | New |
| Lodestone Wealth Management LLC | 12.8K | $381.1K | −$8.69K | Cut−$10.1K |
| Icahn Capital | 12.6K | $375.7K | −$8.57K | Cut−$8.57K |
| KINTRA WEALTH, LLC | 11.8K | $352.1K | — | New |
| Simplicity Wealth,LLC | 11.4K | $341.1K | −$7.1K | Added$22.9K |
| ADVISORTRUST PARTNERS, LLC | 11K | $328K | −$5.38K | Added$86.7K |
| Mariner, LLC | 10.1K | $301.2K | −$6.87K | Cut−$29.1K |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 10K | $298.7K | −$4.59K | Added$93K |
| Creative Planning | 9.92K | $295.7K | −$6.72K | Cut−$5.8K |
| OneAscent Financial Services LLC | 9.51K | $283.3K | −$6.46K | Cut−$6.46K |
| Advisory Services Network, LLC | 9.29K | $276.9K | — | New |
| Triune Financial Partners, LLC | 9.1K | $271.1K | −$11.6K | Cut−$11.6K |
| U.S. Capital Wealth Advisors, LLC | 9.04K | $269.3K | — | New |
| Fearless Solutions, LLC dba Best Invest | 8.47K | $252.6K | −$5.76K | Cut−$55.9K |
| Capital Investment Management, Inc. | 7.57K | $225.7K | −$4.75K | Added$12.6K |
| Brookstone Capital Management | 7.36K | $219.3K | −$5K | Cut−$1.47M |
| GWN SECURITIES INC. | 7.33K | $218.6K | — | New |
| DAYMARK WEALTH PARTNERS, LLC | 7.25K | $216K | −$4.93K | Cut−$4.93K |
| SITTNER & NELSON, LLC | 7.24K | $215.8K | −$13K | Cut−$13K |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 7.19K | $214.3K | — | New |
| Aspire Growth Partners LLC | 7.18K | $213.9K | — | New |
| Gerber Kawasaki Wealth & Investment Management | 6.8K | $202.7K | — | New |
| Birchwood Financial Partners, Inc. | 6.78K | $202.2K | −$4.6K | Cut−$4.15K |
| Smartleaf Asset Management LLC | 5.37K | $157.8K | −$6.52K | Added$3.9K |
| DHJJ Financial Advisors, Ltd. | 3.78K | $112.6K | — | New |
| PRIVATE TRUST CO NA | 3.57K | $106.5K | −$2.21K | Added$7.33K |
| EverSource Wealth Advisors, LLC | 2.11K | $63K | −$1.1K | Added$13.8K |
| Geneos Wealth Management Inc. | 1.88K | $56.2K | −$620 | Added$28.4K |
| Farther Finance Advisors, LLC | 1.49K | $44.6K | −$301 | Added$30K |
| NBC SECURITIES, INC. | 1.45K | $43.2K | −$986 | Cut−$986 |
| IAG Wealth Partners, LLC | 1.24K | $36.9K | — | New |
| Sunbelt Securities, Inc. | 1K | $29.8K | −$680 | Cut−$680 |
| MARSHALL INVESTMENT MANAGEMENT, LLC | 930 | $27.7K | — | New |
| CoreCap Advisors, LLC | 911 | $27.2K | — | New |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 828 | $24.7K | −$522 | Added$1.27K |
| AMERIFLEX GROUP, INC. | 700 | $20.9K | −$476 | Cut−$476 |
| Cambridge Investment Research Advisors, Inc. | 348.1K | $10.4K | −$218 | Added$612 |
| JPMORGAN CHASE & CO | 318 | $9.34K | −$350 | Cut−$203 |
| FIFTH THIRD BANCORP | 270 | $8.05K | — | New |
| MORGAN STANLEY | 213 | $6.35K | −$144 | Cut−$144 |
| Janney Montgomery Scott LLC | 180.1K | $5.37K | −$97 | Added$993 |
| Arax Advisory Partners | 150 | $4.47K | −$102 | Cut−$102 |
| Allworth Financial LP | 107 | $3.19K | — | New |
| Rossby Financial, LCC | 79 | $2.36K | −$50 | Cut−$50 |
| CWM, LLC | 31 | $924 | $923 | Added$923 |
| NATIXIS ADVISORS, LLC | 21.2K | $632 | −$8 | Added$264 |
| Virtu Financial LLC | 18.2K | $543 | — | New |
| Capital Analysts, LLC | 14.7K | $438 | −$6 | Added$178 |
| WEDBUSH SECURITIES INC | 9.44K | $282 | −$6 | Added$1 |
| CX Institutional | 43 | $1 | $0 | Held |