| Vestmark Advisory Solutions, Inc. | 1.54M | $83.4M | −$158.5K | Cut−$5.53K |
| Integrity Advisory Solutions, LLC | 1.17M | $63.5M | −$104.1K | Added$8.72M |
| BANK OF AMERICA CORP /DE/ | 866K | $46.9M | −$89.2K | Cut−$2.32M |
| INTEGRITY ALLIANCE, LLC. | 842.7K | $45.6M | −$80.9K | Added$3.03M |
| ENVESTNET ASSET MANAGEMENT INC | 656.8K | $35.6M | −$67.6K | Cut−$3.94M |
| Three Arch Wealth Management LLC | 559.6K | $30.3M | −$56.7K | Added$455.7K |
| Tencap Wealth Coaching, LLC | 440.4K | $23.9M | −$44.7K | Added$398.4K |
| DiNuzzo Private Wealth, Inc. | 325.4K | $17.6M | −$33.5K | Cut−$244.2K |
| AA Financial Advisors, LLC | 316.3K | $17.1M | — | New |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 316.1K | $17.1M | — | New |
| OneDigital Investment Advisors LLC | 308.7K | $16.7M | −$28K | Added$1.99M |
| Wealth Advisors Northwest LLC | 280.9K | $15.2M | −$23.1K | Added$3.03M |
| Allworth Financial LP | 275.4K | $14.9M | −$12.8K | Added$8.13M |
| RFG Advisory, LLC | 272K | $14.7M | −$26.8K | Added$608.9K |
| DRAVO BAY LLC | 267.2K | $14.5M | −$24.8K | Added$1.38M |
| Mattern Wealth Management LLC | 266.2K | $14.4M | −$25.5K | Added$967.2K |
| COMMONWEALTH EQUITY SERVICES, LLC | 222.2K | $12M | −$21.7K | Added$612.9K |
| Integrated Wealth Concepts LLC | 169.1K | $9.15M | −$17.1K | Added$135.4K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 141K | $7.63M | −$13.3K | Added$645K |
| Dynamic Advisor Solutions LLC | 137.8K | $7.46M | −$13.1K | Added$577.7K |
| APS Management Group, Inc. | 132.9K | $7.19M | −$13.4K | Added$139.8K |
| SageOak Financial, LLC | 131.3K | $7.11M | −$12.9K | Added$326.6K |
| Kestra Advisory Services, LLC | 118.1K | $6.39M | −$11.3K | Added$422.3K |
| Vantage Point Financial LLC | 100.8K | $5.46M | −$9.88K | Added$266K |
| CSP Financial Group, LLC | 95.6K | $5.17M | — | Held |
| Farther Finance Advisors, LLC | 92K | $4.99M | −$965 | Added$3.06M |
| Orion Porfolio Solutions, LLC | 79.1K | $4.28M | −$7.52K | Added$320.3K |
| Cogent Private Wealth, Inc. | 78.4K | $4.24M | −$4.92K | Added$1.65M |
| TRUIST FINANCIAL CORP | 68.2K | $3.69M | −$6.43K | Added$302.5K |
| CITIGROUP INC | 65.6K | $3.55M | −$2.79K | Added$2.08M |
| Index Fund Advisors, Inc. | 61.5K | $3.33M | −$2.56K | Added$1.98M |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 54.9K | $2.97M | −$3.94K | Added$897.1K |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 53.8K | $2.91M | −$5.21K | Added$170.2K |
| LPL Financial LLC | 51K | $2.76M | −$4.45K | Added$417.8K |
| TCFG WEALTH MANAGEMENT, LLC | 49.4K | $2.68M | −$5.09K | Cut−$19.8K |
| TCFG Investment Advisors, LLC | 49.4K | $2.68M | — | Held |
| OSAIC HOLDINGS, INC. | 48.5K | $2.62M | −$4.77K | Added$269.8K |
| Stratos Investment Management, LLC | 47.1K | $2.55M | −$4.85K | Added$2.9K |
| HEFFERNAN ADVISORY, INC | 46.7K | $2.53M | −$4.33K | Added$243.3K |
| Cerity Partners LLC | 42.9K | $2.32M | — | New |
| Meredith Wealth Planning | 42.9K | $2.32M | −$4.41K | Cut−$218.4K |
| Sowell Financial Services LLC | 39.8K | $2.16M | −$3.85K | Added$104.9K |
| Broadhurst Jeffrey B | 37.7K | $2.04M | −$3.61K | Added$132.8K |
| GREAT VALLEY ADVISOR GROUP, INC. | 35K | $1.9M | −$2.39K | Added$252K |
| EverSource Wealth Advisors, LLC | 34.7K | $1.88M | −$3.57K | Cut−$233.2K |
| Smartleaf Asset Management LLC | 34.3K | $1.84M | −$17.1K | Added$325.1K |
| GeoWealth Management, LLC | 33.9K | $1.84M | −$1.71K | Added$929.3K |
| Simplicity Wealth,LLC | 31.6K | $1.71M | −$3.03K | Added$112.6K |
| PFG Advisors | 30.9K | $1.67M | −$2.84K | Added$180.6K |
| Two West Capital Advisors LLC | 30.7K | $1.67M | $1.61K | Added$129.5K |
| Citadel | 28.3K | $1.53M | −$1.02K | Added$992.4K |
| JPMORGAN CHASE & CO | 25.8K | $1.39M | −$3.06K | Added$1.03M |
| Excelsior Advisor Network LLC | 25.3K | $1.37M | −$2.56K | Added$17.9K |
| CYPRESS FINANCIAL PLANNING LLC | 24.8K | $1.34M | −$2.45K | Added$48.8K |
| Porter White Investment Advisors, Inc. | 24.3K | $1.31M | −$2.33K | Added$89.5K |
| Brookstone Capital Management | 24.1K | $1.3M | −$2.18K | Added$153.6K |
| CreativeOne Wealth, LLC | 22.3K | $1.21M | −$2.05K | Added$133.5K |
| GOLDMAN SACHS GROUP INC | 21.3K | $1.16M | — | New |
| Werba Rubin Papier Wealth Management | 17.3K | $935.9K | −$1.04K | Added$384.9K |
| MASTER'S WEALTH MANAGEMENT INC. | 16.3K | $880.3K | −$1.69K | Cut−$182.5K |
| OLD MISSION CAPITAL LLC | 16K | $867.2K | — | New |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 15.6K | $848.9K | — | New |
| Sterling Wealth Management, Inc. | 15.2K | $823.5K | — | New |
| FIRETHORN WEALTH PARTNERS, LLC | 14.4K | $776.9K | −$1.47K | Added$3.24K |
| Savvy Advisors, Inc. | 13.3K | $717.5K | −$1.08K | Added$149.6K |
| Beacon Pointe Advisors, LLC | 12.9K | $700.3K | −$985 | Added$181.6K |
| Triad Wealth Partners, LLC | 12.1K | $653.9K | −$1.24K | Cut−$54.5K |
| Selective Wealth Management, Inc. | 11.3K | $612.8K | −$1.18K | Added$378.1K |
| SEI INVESTMENTS CO | 11.2K | $608.5K | −$816 | Added$179K |
| Ashton Thomas Private Wealth, LLC | 11.2K | $605.3K | −$1.13K | Added$12.1K |
| Foundry Financial LLC | 10.8K | $584.3K | −$1.1K | Cut−$2.08M |
| Aspire Private Capital, LLC | 10.7K | $579.1K | −$925 | Added$91.6K |
| Private Advisor Group, LLC | 10.6K | $572.7K | — | New |
| MML INVESTORS SERVICES, LLC | 10.2K | $550.3K | −$632 | Added$218.7K |
| Apella Capital, LLC | 9.82K | $539.3K | — | New |
| Hershey Financial Advisers, LLC | 9.85K | $533.1K | −$937 | Added$39K |
| CHOREO, LLC | 9.66K | $522.7K | — | New |
| RCS Financial Planning, LLC | 9.64K | $522K | −$1.09K | Cut−$5.75K |
| AE Wealth Management LLC | 8.66K | $468.9K | −$844 | Added$25K |
| SILVER OAK SECURITIES, INCORPORATED | 8.51K | $460.5K | −$2.05K | Added$12.1K |
| Strategic Investment Solutions, Inc. /IL | 7.37K | $399.2K | −$757 | Cut−$5.15K |
| Kane Co Wealth Management, Inc. | 7.3K | $395.2K | −$752 | Cut−$752 |
| Geneos Wealth Management Inc. | 7.22K | $391K | −$652 | Added$69.8K |
| Merit Financial Group, LLC | 6.85K | $370.7K | −$570 | Added$46.7K |
| XY Planning Network, Inc. | 6.81K | $369.2K | −$188 | Added$2.63K |
| Clarity Capital Advisors, LLC | 6.62K | $358.1K | −$681 | Cut−$681 |
| Abel Hall, LLC | 6.46K | $350K | −$666 | Cut−$3.87K |
| Concord Wealth Partners | 6.27K | $339.6K | −$646 | Cut−$646 |
| Williams & Novak, LLC | 5.86K | $317.9K | −$161 | Added$4.01K |
| Focus Partners Advisor Solutions, LLC | 4.97K | $268.8K | — | New |
| Gradient Capital Advisors, LLC | 4.96K | $268.6K | −$511 | Cut−$511 |
| Stirlingshire Investments, Inc. | 4.94K | $267.5K | −$490 | Added$8.98K |
| IHT Wealth Management, LLC | 4.92K | $266.2K | — | New |
| MGO ONE SEVEN LLC | 4.72K | $255.5K | −$448 | Cut−$8.26K |
| Pinnacle Family Advisors, LLC | 4.11K | $222.4K | — | New |
| Pathstone Holdings, LLC | 3.94K | $213.4K | −$406 | Cut−$406 |
| Austin Asset Management Co Inc | 3.94K | $213.3K | — | New |
| NewEdge Advisors, LLC | 188K | $188K | −$9.93M | Cut−$9.93M |
| Golden State Equity Partners | 2.66K | $144.1K | — | New |
| Millstone Evans Group, LLC | 2.01K | $109K | −$205 | Added$932 |
| IFG Advisory, LLC | 1.65K | $89.4K | — | New |
| CoreCap Advisors, LLC | 1.59K | $86.3K | — | New |
| FIFTH THIRD BANCORP | 1.59K | $86K | — | New |
| Washington Trust Advisors, Inc. | 1.39K | $75.1K | −$141 | Added$779 |
| ELEVATE WEALTH ADVISORY, INC | 1.12K | $60.4K | −$115 | Cut−$115 |
| Topsail Wealth Management, LLC | 1.01K | $54.9K | — | New |
| City State Bank | 1K | $54.1K | −$103 | Cut−$103 |
| CWM, LLC | 829 | $44.9K | $44.8K | Added$44.8K |
| IFP Advisors, Inc | 742 | $40.2K | −$37 | Added$20.6K |
| WELLS FARGO & COMPANY/MN | 400 | $21.7K | −$41 | Cut−$199.4K |
| ASSETMARK, INC | 351 | $19K | −$36 | Cut−$36 |
| Strategic Wealth Partners, Ltd. | 224 | $12.1K | −$22 | Added$302 |
| Betterment LLC | 176.6K | $9.56K | −$18 | Added$663 |
| Rialto Wealth Management, LLC | 123 | $6.66K | −$12 | Cut−$6.47K |
| PARK AVENUE SECURITIES LLC | 99.5K | $5.39K | — | New |
| Virtu Financial LLC | 82.6K | $4.47K | — | New |
| Cambridge Investment Research Advisors, Inc. | 46.2K | $2.5K | −$1 | Added$1.81K |
| PINNEY & SCOFIELD, INC. | 10 | $532 | −$1 | Cut−$1 |
| USAdvisors Wealth Management, LLC | 6.86K | $368 | −$3 | Cut−$3 |