| ENVESTNET ASSET MANAGEMENT INC | 14.1M | $429.9M | −$13.7M | Added$46.7M |
| Capital International Investors | 8M | $244.1M | −$4.3M | Added$123.8M |
| Capital Group Private Client Services, Inc. | 6.92M | $211M | −$6.12M | Added$39.8M |
| WELLS FARGO & COMPANY/MN | 4.73M | $144.4M | −$2.64M | Added$70.6M |
| LPL Financial LLC | 3.95M | $120.3M | −$3.1M | Added$33.6M |
| Cetera Investment Advisers | 3.29M | $100.2M | −$3.19M | Added$10.8M |
| Clearstead Advisors, LLC | 2.75M | $83.8M | — | New |
| Larson Financial Group LLC | 1.58M | $48.1M | −$1.54M | Added$5M |
| MML INVESTORS SERVICES, LLC | 1.58M | $48.1M | −$1.76M | Cut−$1.09M |
| ASSETMARK, INC | 1.43M | $43.6M | −$1.37M | Added$5.25M |
| BENJAMIN EDWARDS INC | 1.3M | $39.6M | −$699.8K | Added$20M |
| COMMONWEALTH EQUITY SERVICES, LLC | 1.23M | $37.4M | −$741K | Added$16.7M |
| ROYAL BANK OF CANADA | 1.2M | $36.5M | −$1.25M | Added$1.64M |
| OSAIC HOLDINGS, INC. | 966.8K | $29.5M | −$689.6K | Added$10.2M |
| Vestmark Advisory Solutions, Inc. | 885.7K | $27M | −$818.8K | Added$4.09M |
| &PARTNERS | 754K | $23M | −$698.4K | Added$2.65M |
| RAYMOND JAMES FINANCIAL INC | 589K | $18M | −$579.6K | Added$1.74M |
| James Reed Financial Services, Inc. | 586.1K | $17.9M | −$662.3K | Cut−$1.06M |
| Orion Porfolio Solutions, LLC | 523.3K | $16M | −$479.4K | Added$2.54M |
| JANE STREET GROUP, LLC | 486.2K | $14.8M | −$452K | Added$2.18M |
| TRUIST FINANCIAL CORP | 403.1K | $12.3M | −$400K | Added$1.1M |
| Smartleaf Asset Management LLC | 394.3K | $11.6M | −$838.9K | Added$126K |
| Compton Financial Group, LLC | 363K | $11.1M | −$17.5K | Added$10.6M |
| Gateway Wealth Partners, LLC | 356.9K | $10.9M | −$79.1K | Added$8.67M |
| JONES FINANCIAL COMPANIES LLLP | 347.9K | $10.3M | −$380.7K | Added$4.23M |
| Cullen/Frost Bankers, Inc. | 329.1K | $10M | −$323K | Added$997.5K |
| TD Waterhouse Canada Inc. | 324.9K | $10M | −$1.51K | Added$9.95M |
| Strategic Blueprint, LLC | 323.8K | $9.88M | −$352.7K | Added$3.88K |
| Envestnet Portfolio Solutions, Inc. | 311.2K | $9.49M | −$330.1K | Added$251.1K |
| STEPHENS INC /AR/ | 304.3K | $9.28M | −$290K | Added$1.16M |
| STIFEL FINANCIAL CORP | 267.7K | $8.16M | −$116.9K | Added$4.89M |
| PRINCIPAL SECURITIES, INC. | 248.5K | $7.58M | −$238.9K | Added$892.2K |
| Intrua Financial, LLC | 244.9K | $7.47M | −$253.7K | Added$369K |
| Concurrent Investment Advisors, LLC | 233.3K | $7.12M | −$263.7K | Cut−$8.18M |
| KINTRA WEALTH, LLC | 218.5K | $6.67M | −$146.5K | Added$2.56M |
| HARBOUR INVESTMENTS, INC. | 208.7K | $6.36M | −$124.1K | Added$2.89M |
| Venture Visionary Partners LLC | 196.1K | $5.98M | −$206.4K | Added$204.3K |
| CARY STREET PARTNERS FINANCIAL LLC | 193.7K | $5.91M | −$103.2K | Added$3.02M |
| Stratos Wealth Partners, LTD. | 187K | $5.7M | −$192.6K | Added$312.3K |
| Private Advisor Group, LLC | 179.6K | $5.48M | −$147K | Added$1.36M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 173.7K | $5.3M | — | New |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 166.3K | $5.07M | −$184.5K | Cut−$92.4K |
| Valmark Advisers, Inc. | 155.2K | $4.73M | −$127.3K | Added$1.17M |
| GREAT VALLEY ADVISOR GROUP, INC. | 151.4K | $4.62M | — | New |
| Merit Financial Group, LLC | 148.9K | $4.54M | −$168.2K | Cut−$180.8K |
| LongView Wealth Management | 125.5K | $4.13M | $12.2K | Added$135.3K |
| Merited Wealth, LLC | 133.7K | $4.08M | −$147.2K | Cut−$40.9K |
| Aprio Wealth Management, LLC | 129.4K | $3.95M | −$146.2K | Cut−$143.7K |
| AMG Asset Management Group, Inc. | 126.3K | $3.85M | — | New |
| Kestra Advisory Services, LLC | 114.3K | $3.49M | −$72.6K | Added$1.46M |
| Integrated Wealth Concepts LLC | 111.8K | $3.41M | −$94.5K | Added$765.1K |
| Sovran Advisors, LLC | 102.4K | $3.39M | $47.9K | Added$136.3K |
| Mariner, LLC | 110.8K | $3.38M | −$74.1K | Added$1.31M |
| Blueprint Investment Partners LLC | 90.8K | $2.77M | −$87.1K | Added$333.3K |
| Blueprint Financial Advisors LLC | 90.8K | $2.77M | −$87.1K | Added$333.3K |
| Boyer Financial Services, Inc. | 72.7K | $2.22M | −$94.1K | Added$170.8K |
| A&I FINANCIAL SERVICES, LLC | 65.7K | $2M | −$61.3K | Added$286.9K |
| Capital Investment Management, Inc. | 65K | $1.98M | −$63.9K | Added$194.6K |
| PFG Advisors | 58.9K | $1.8M | −$54K | Added$284.4K |
| HighPoint Advisor Group LLC | 57.7K | $1.76M | −$31.5K | Added$877.1K |
| BANK OF MONTREAL /CAN/ | 57.5K | $1.75M | — | New |
| SFG Wealth Management, LLC. | 57.2K | $1.75M | −$64.7K | Cut−$66.3K |
| BNB Wealth Management, LLC | 56.4K | $1.72M | −$63.7K | Cut−$66K |
| Security Financial Services, INC. | 55.9K | $1.71M | −$52.9K | Added$226.6K |
| Koshinski Asset Management, Inc. | 54.3K | $1.66M | −$50.9K | Added$232.2K |
| SAGESPRING WEALTH PARTNERS, LLC | 52.2K | $1.59M | −$55.3K | Added$43.4K |
| Ashton Thomas Private Wealth, LLC | 52.1K | $1.59M | — | New |
| World Investment Advisors | 52.1K | $1.59M | — | New |
| RFG Advisory, LLC | 47.6K | $1.45M | −$50.1K | Added$47.3K |
| Tempus Wealth Planning, LLC | 47.3K | $1.44M | −$52.7K | Cut−$32.8K |
| Lantern Wealth Advisors, LLC | 46.8K | $1.43M | −$31.9K | Added$535.6K |
| DAVENPORT & Co LLC | 46.2K | $1.41M | −$36.7K | Added$381.1K |
| Atria Investments, Inc | 46.2K | $1.41M | −$28.1K | Added$622.2K |
| Transamerica Financial Advisors, LLC | 44.5K | $1.36M | −$23K | Added$713.6K |
| INDEPENDENT FINANCIAL GROUP, LLC | 43.3K | $1.32M | −$49K | Cut−$79.6K |
| CAPTRUST FINANCIAL ADVISORS | 43K | $1.31M | −$41.8K | Added$141.4K |
| Advyzon Investment Management, LLC | 40.6K | $1.24M | −$42.3K | Added$53.8K |
| ARQ WEALTH ADVISORS, LLC | 40.5K | $1.23M | −$31K | Added$367.5K |
| Apollon Wealth Management, LLC | 36.3K | $1.11M | −$12.8K | Added$747.8K |
| Geneos Wealth Management Inc. | 36K | $1.1M | −$17.8K | Added$598.3K |
| IAG Wealth Partners, LLC | 34.2K | $1.04M | −$32.2K | Added$141.9K |
| KINGSWOOD WEALTH ADVISORS, LLC | 34.1K | $1.04M | −$38.1K | Cut−$27.5K |
| Simplicity Wealth,LLC | 33K | $1.01M | −$35.6K | Added$11K |
| GWN SECURITIES INC. | 31.1K | $948.4K | −$26.8K | Added$198.4K |
| LANDAAS & CO /WI /ADV | 30.4K | $928.2K | — | New |
| Principle Wealth Partners LLC | 30.4K | $926K | −$34.3K | Cut−$89K |
| J. Derek Lewis & Associates Inc. | 30.3K | $925.4K | −$27.7K | Added$150.3K |
| CLG LLC | 27.7K | $845.6K | −$28.9K | Added$36.8K |
| Bank of New York Mellon Corp | 26.8K | $816.3K | — | New |
| Investment Planning Advisors, Inc. | 22.5K | $685.5K | −$22.4K | Added$57.3K |
| FIFTH THIRD BANCORP | 20.4K | $622.8K | — | New |
| VestGen Advisors, LLC | 17.8K | $598.7K | — | New |
| Balboa Wealth Partners | 19.6K | $597.4K | −$21.1K | Added$8.07K |
| NORTHERN TRUST CORP | 19.3K | $589.1K | −$20.4K | Added$17.8K |
| Equitable Holdings, Inc. | 18.5K | $585.1K | $0 | Added$266K |
| Mutual Advisors, LLC | 18.3K | $556.8K | −$17.4K | Added$69K |
| Ascent Group, LLC | 17.2K | $524.2K | −$19.4K | Cut−$27K |
| Farther Finance Advisors, LLC | 16.5K | $510.6K | −$5.38K | Added$274.3K |
| MSH Capital Advisors LLC | 16.5K | $503.5K | −$18.7K | Cut−$51.2K |
| Prospera Financial Services Inc | 16.4K | $501.3K | −$13.9K | Added$112.3K |
| VestGen Investment Management | 15.1K | $461.6K | −$17.1K | Cut−$52.7K |
| Ausdal Financial Partners, Inc. | 14.1K | $431.2K | −$15.7K | Cut−$8.2K |
| MGO ONE SEVEN LLC | 14.1K | $430.1K | −$15.9K | Cut−$17.5K |
| Visionary Wealth Advisors | 13.3K | $406.3K | −$10.4K | Added$114.3K |
| GTS SECURITIES LLC | 12.6K | $384.7K | −$14.3K | Cut−$3.21M |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 11.6K | $377.3K | — | New |
| Bleakley Financial Group, LLC | 12.1K | $368.4K | −$12.9K | Added$8.71K |
| WORLD EQUITY GROUP, INC. | 11.9K | $362.9K | — | New |
| GOLDMAN SACHS GROUP INC | 11.1K | $337.4K | −$12.5K | Cut−$12.5K |
| SILVER OAK SECURITIES, INCORPORATED | 11K | $336.8K | — | New |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 11K | $335.3K | — | New |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 10.6K | $321.9K | −$10.7K | Added$22.4K |
| OPPENHEIMER & CO INC | 10.2K | $310.5K | −$8.49K | Added$72.9K |
| GeoWealth Management, LLC | 9.96K | $303.8K | −$11.2K | Cut−$21.5K |
| Sigma Planning Corp | 9.41K | $287K | — | New |
| Vermillion & White Wealth Management Group, LLC | 9.34K | $284.9K | — | New |
| Latitude Advisors, LLC | 8.6K | $262.2K | — | New |
| CONTINENTAL INVESTORS SERVICES, INC. | 7.69K | $259.9K | $11.7K | Cut−$132.6K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 8.38K | $257.6K | — | New |
| Financial Council, LLC | 8.37K | $255.3K | −$8.22K | Added$25.3K |
| McKinney Capital Management, LLC | 8.21K | $250.5K | — | Held |
| TCFG WEALTH MANAGEMENT, LLC | 8K | $244K | — | New |
| TCFG Investment Advisors, LLC | 8K | $244K | — | Held |
| Stonebridge Financial Group, LLC / MO | 7.66K | $233.5K | −$8.65K | Cut−$8.65K |
| TITLEIST ASSET MANAGEMENT, LLC | 7.6K | $231.8K | −$8.16K | Added$3.43K |
| Mayflower Financial Advisors, LLC | 7.57K | $230.8K | −$8.55K | Cut−$8.55K |
| Advisor Resource Council | 7.53K | $229.6K | −$8.5K | Cut−$252.1K |
| SITTNER & NELSON, LLC | 7.4K | $225.7K | −$15.5K | Cut−$15.5K |
| Armstrong, Fleming & Moore, Inc | 7.09K | $216.2K | −$8.01K | Cut−$8.01K |
| PRIVATE TRUST CO NA | 7K | $213.4K | — | New |
| Ameritas Advisory Services, LLC | 6.67K | $203.3K | −$7.54K | Cut−$125.7K |
| MOTCO | 4.8K | $146.4K | — | New |
| NBC SECURITIES, INC. | 3.78K | $115.3K | −$4.27K | Cut−$4.27K |
| JPMORGAN CHASE & CO | 3.41K | $100.7K | −$5.25K | Added$22.7K |
| Birchwood Financial Partners, Inc. | 2.75K | $83.9K | −$3.11K | Cut−$3.11K |
| Western Wealth Management, LLC | 2.38K | $72.7K | — | New |
| Advisory Services Network, LLC | 1.96K | $59.8K | — | New |
| UBS Group AG | 1.68K | $51.3K | −$1.33K | Added$14.2K |
| Whipplewood Advisors, LLC | 1.45K | $44.2K | −$1.64K | Cut−$1.64K |
| IFP Advisors, Inc | 1.36K | $41.4K | −$1.4K | Added$2.2K |
| ROTHSCHILD INVESTMENT LLC | 1.22K | $37.2K | −$368 | Added$26.9K |
| Wellington Grp LLC | 1.18K | $35.8K | −$1.33K | Cut−$1.33K |
| Janney Montgomery Scott LLC | 1.16M | $35.3K | −$886 | Added$10.5K |
| Financial Perspectives, Inc | 1.15K | $34.9K | −$1.29K | Cut−$1.29K |
| Cambridge Investment Research Advisors, Inc. | 1.08M | $33K | −$1.13K | Added$1.48K |
| CWM, LLC | 1.04K | $31.7K | $31.6K | Added$31.6K |
| MORGAN STANLEY | 1.02K | $31.1K | −$339 | Added$21.6K |
| Fidelity | 871 | $26.6K | −$3 | Added$26.5K |
| Synergy Investment Management, LLC | 700 | $21.4K | — | New |
| GoalVest Advisory LLC | 569 | $17.4K | — | New |
| Steward Partners Investment Advisory, LLC | 547 | $16.7K | −$405 | Added$5.36K |
| MassMutual Private Wealth & Trust, FSB | 522 | $15.9K | — | New |
| Rossby Financial, LCC | 247 | $7.63K | −$49 | Added$5.48K |
| Signature Equity Partners, LLC | 212 | $6.47K | −$240 | Cut−$240 |
| CENTRAL TRUST Co | 207 | $6.31K | −$234 | Cut−$234 |
| HUNTINGTON NATIONAL BANK | 151 | $4.61K | −$170 | Cut−$170 |
| PARK AVENUE SECURITIES LLC | 139K | $4.24K | −$138 | Added$387 |
| CoreCap Advisors, LLC | 109 | $3.33K | −$123 | Cut−$123 |
| Arax Advisory Partners | 108 | $3.29K | −$123 | Cut−$123 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | 95.5K | $2.91K | −$79 | Added$708 |
| AMERIFLEX GROUP, INC. | 95 | $2.91K | −$108 | Cut−$108 |
| MAI Capital Management | 60 | $1.83K | −$68 | Cut−$68 |
| Legacy Wealth Managment, LLC/ID | 49 | $1.5K | −$55 | Cut−$55 |
| Capital Analysts, LLC | 48.2K | $1.47K | −$15 | Added$1.02K |
| NATIXIS ADVISORS, LLC | 24.8K | $756 | −$22 | Added$138 |
| WEDBUSH SECURITIES INC | 24.4K | $744 | −$27 | Cut−$35 |
| AdvisorNet Financial, Inc | 17 | $521 | −$19 | Cut−$19 |
| HRT FINANCIAL LP | 7.84K | $239 | −$9 | Cut−$691 |
| EverSource Wealth Advisors, LLC | 7 | $215 | −$8 | Cut−$8 |
| CX Institutional | 107 | $3 | $0 | Held |