| Fidelity | 48.8M | $1.77B | −$89.8M | Cut−$31.9M |
| Fragasso Financial Advisors Inc | 3.8M | $139.7M | −$5.19M | Added$2.02M |
| COMMONWEALTH EQUITY SERVICES, LLC | 3.54M | $128.6M | −$6.33M | Added$1.46M |
| KFG WEALTH MANAGEMENT, LLC | 3.3M | $119.8M | −$5.15M | Added$16.4M |
| HUNTINGTON NATIONAL BANK | 3.14M | $113.9M | −$245 | Added$113.9M |
| LPL Financial LLC | 2.85M | $103.3M | −$5.04M | Added$2M |
| ENVESTNET ASSET MANAGEMENT INC | 2.07M | $75M | −$904.4K | Added$56.8M |
| EdgeRock Capital LLC | 1.92M | $69.7M | −$3.58M | Cut−$5.41M |
| HighTower Advisors, LLC | 1.72M | $62.5M | −$3.25M | Cut−$2.73M |
| CWM, LLC | 1.69M | $61.4M | $50.6M | Added$61.4M |
| SHP Wealth Management | 1.67M | $60.5M | −$2.9M | Added$2.26M |
| RAYMOND JAMES FINANCIAL INC | 1.29M | $46.7M | −$1.48M | Added$16.9M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1.08M | $39.1M | −$2.05M | Cut−$4.07M |
| OSAIC HOLDINGS, INC. | 921.8K | $33.4M | −$1.75M | Cut−$16.2M |
| JPMORGAN CHASE & CO | 864.5K | $30.5M | −$2.1M | Added$3.08M |
| Kestra Advisory Services, LLC | 838.4K | $30.4M | −$1.59M | Cut−$3.26M |
| AMERIPRISE FINANCIAL INC | 778.8K | $28.3M | −$1.11M | Added$4.56M |
| TWO SIGMA INVESTMENTS, LP | 638.9K | $23.2M | −$1.21M | Cut−$19.3M |
| Blake Schutter Theil Wealth Advisors, LLC | 473.6K | $17.2M | −$899.9K | Cut−$1.16M |
| ROYAL BANK OF CANADA | 428.9K | $15.6M | −$362.1K | Added$8.28M |
| Mascoma Wealth Management LLC | 416.9K | $15.1M | −$755.5K | Cut−$57K |
| BANK OF AMERICA CORP /DE/ | 400K | $14.5M | −$735.4K | Cut−$266.2K |
| Cetera Investment Advisers | 341.4K | $12.4M | −$648.6K | Cut−$729.2K |
| FORTRESS FINANCIAL GROUP, LLC | 315K | $11.4M | −$569.2K | Cut−$9.51K |
| WELLS FARGO & COMPANY/MN | 264.2K | $9.58M | −$260.2K | Added$4.36M |
| NewEdge Advisors, LLC | 1.69M | $9.07M | −$37.5M | Cut−$34.6M |
| STIFEL FINANCIAL CORP | 218K | $7.91M | −$284.5K | Added$2.19M |
| Equitable Holdings, Inc. | 179.3K | $6.85M | $0 | Added$165.2K |
| Clearwave Capital, LLC | 184.5K | $6.69M | −$314K | Added$383.3K |
| Williams & Novak, LLC | 177K | $6.47M | −$252.3K | Added$488.2K |
| &PARTNERS | 172.6K | $6.29M | −$112.1K | Added$3.8M |
| Able Wealth Management LLC | 149.5K | $5.42M | −$284.1K | Cut−$335.3K |
| LINCOLN CAPITAL CORP | 148.5K | $5.39M | −$282.1K | Cut−$371.6K |
| Cerity Partners LLC | 136.3K | $4.94M | −$258.9K | Cut−$2.38M |
| MORGAN STANLEY | 121.7K | $4.41M | −$197.4K | Added$448.8K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 118.7K | $4.34M | −$254K | Cut−$4.32M |
| Rooted Wealth Advisors, Inc. | 106.7K | $4.22M | $126.5K | Added$210.5K |
| SAX WEALTH ADVISORS, LLC | 106K | $4.04M | $0 | Held |
| MML INVESTORS SERVICES, LLC | 109.2K | $3.96M | −$207.4K | Cut−$369.9K |
| Financial Partners Group, Inc | 103.1K | $3.74M | −$242.2K | Cut−$316K |
| Citadel | 101.7K | $3.69M | — | New |
| Farther Finance Advisors, LLC | 96.3K | $3.52M | −$144.9K | Added$85.2K |
| Focus Partners Wealth | 91K | $3.3M | −$133.7K | Added$615.1K |
| TBH Global Asset Management, LLC | 89.3K | $3.24M | — | New |
| Retirement Planning Group, LLC | 88.3K | $3.2M | — | New |
| Investmark Advisory Group LLC | 87K | $3.16M | −$143K | Added$283.6K |
| Tower Research Capital LLC (TRC) | 84K | $3.05M | — | New |
| Keating Financial Advisory Services, Inc. | 80.8K | $2.93M | −$137.7K | Added$165.4K |
| SILVERLAKE WEALTH MANAGEMENT LLC | 80.5K | $2.92M | −$152.8K | Cut−$147.9K |
| B. Riley Wealth Advisors, Inc. | 81.9K | $2.89M | −$114.6K | Added$1.39M |
| Sovran Advisors, LLC | 62.1K | $2.49M | — | New |
| KPP Advisory Services LLC | 67.6K | $2.45M | −$78.2K | Added$880.9K |
| TRUIST FINANCIAL CORP | 65.9K | $2.39M | −$96.1K | Added$460.5K |
| Gotham Asset Management, LLC | 60.4K | $2.19M | — | New |
| Rollins Financial Advisors, LLC | 57.6K | $2.09M | −$109.4K | Cut−$430.3K |
| UBS Group AG | 56.8K | $2.06M | −$26.5K | Added$1.53M |
| Creative Planning | 54.4K | $1.97M | −$84.7K | Added$270.7K |
| AAF Wealth Management, LLC | 53.4K | $1.94M | −$101.4K | Cut−$140.2K |
| Element Wealth, LLC | 53.2K | $1.93M | −$75K | Added$422K |
| Signal Advisors Wealth, LLC | 52.6K | $1.91M | −$97K | Cut−$40.6K |
| MARIPAU WEALTH MANAGEMENT LLC | 52.5K | $1.9M | −$79.2K | Cut−$7.76K |
| Savvy Advisors, Inc. | 49.9K | $1.81M | −$81.4K | Added$175.7K |
| D.A. DAVIDSON & CO. | 48.3K | $1.75M | −$91.7K | Cut−$116.4K |
| Lido Advisors, LLC | 48K | $1.74M | −$23.2K | Added$874.9K |
| JANE STREET GROUP, LLC | 47.4K | $1.72M | −$81.2K | Added$87.4K |
| Private Advisor Group, LLC | 45.7K | $1.66M | −$86.7K | Cut−$243K |
| MERCER GLOBAL ADVISORS INC /ADV | 43.2K | $1.57M | −$66.1K | Added$238.6K |
| LaSalle St. Investment Advisors, LLC | 41.6K | $1.51M | $1.32M | Added$1.51M |
| GOLDMAN SACHS GROUP INC | 40.7K | $1.47M | — | New |
| Sowell Financial Services LLC | 40.4K | $1.46M | −$56.9K | Added$320.5K |
| Envestnet Portfolio Solutions, Inc. | 38.8K | $1.41M | −$38K | Added$642.2K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 38.5K | $1.4M | −$73.2K | Cut−$1.62M |
| MATHER GROUP, LLC. | 35.8K | $1.3M | −$68K | Cut−$68K |
| FLAGSHIP HARBOR ADVISORS, LLC | 34.9K | $1.27M | −$64K | Cut−$18.8K |
| New England Private Wealth Advisors LLC | 33.9K | $1.23M | −$61.5K | Cut−$4.7K |
| HARBOUR INVESTMENTS, INC. | 33.6K | $1.22M | −$53.3K | Added$145.5K |
| Mariner, LLC | 32K | $1.16M | −$60.8K | Cut−$472.5K |
| Certified Advisory Corp | 31.3K | $1.14M | −$59.6K | Cut−$60.8K |
| Steward Partners Investment Advisory, LLC | 28.6K | $1.04M | −$54.4K | Cut−$753.3K |
| LongView Wealth Management | 26.6K | $1.03M | — | New |
| Broadview Financial Management, LLC | 26.1K | $947.7K | −$49.6K | Cut−$50.3K |
| Axis Wealth Partners, LLC | 25.9K | $940.9K | −$24.4K | Added$451.1K |
| MONEY CONCEPTS CAPITAL CORP | 25.2K | $913.7K | −$27.2K | Added$367.6K |
| Mayfair Advisory Group, LLC | 23.9K | $867.8K | −$47K | Cut−$44.2K |
| Csenge Advisory Group | 23.6K | $854.7K | −$41.6K | Added$18.8K |
| Salus Financial Advisors, LLC | 23K | $834K | −$43.3K | Cut−$36.7K |
| PFG Advisors | 22K | $798.5K | — | New |
| PCA Investment Advisory Services Inc. | 21.8K | $789.6K | −$38.4K | Added$17.7K |
| Advisory Services Network, LLC | 20.8K | $754.7K | −$38.2K | Cut−$12.3K |
| BridgePort Financial Solutions, LLC | 20K | $725.5K | −$38K | Cut−$38K |
| Elevation Wealth Management LLC | 19.6K | $709.2K | −$28.5K | Added$136.1K |
| Concurrent Investment Advisors, LLC | 19.2K | $695.2K | −$29.1K | Added$110.7K |
| HBW ADVISORY SERVICES LLC | 18.4K | $667.9K | −$14.2K | Added$383.5K |
| Alchemi Wealth, LLC | 18.4K | $665.7K | −$31.7K | Added$28.9K |
| Meadow Creek Wealth Advisors LLC | 17.4K | $629.7K | — | New |
| PRINCIPAL SECURITIES, INC. | 16.8K | $609.3K | −$31.9K | Cut−$5.9M |
| Valeo Financial Advisors, LLC | 16.6K | $601.4K | −$31.4K | Cut−$29.9K |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 16.1K | $582.9K | −$30.5K | Cut−$59.9K |
| SUMMIT WEALTH GROUP LLC / CO | 15.6K | $564.4K | −$29.6K | Cut−$572.3K |
| Financial Perspectives, Inc | 15.2K | $549.5K | −$27.9K | Cut−$10.9K |
| Lighthouse Financial LLC | 14.8K | $535K | −$22.3K | Added$86.5K |
| Clarity Asset Management, Inc. | 14.6K | $528.7K | — | New |
| Kingsview Wealth Management, LLC | 13.7K | $496.1K | −$25.9K | Cut−$24.4K |
| Sunbelt Securities, Inc. | 13.5K | $489.2K | −$25.6K | Cut−$25K |
| NCM Capital Management, LLC | 13.5K | $488.1K | −$25.5K | Cut−$24.1K |
| Geneva Partners, LLC | 13.3K | $481K | −$25.2K | Cut−$82.6K |
| NEUBERGER BERMAN GROUP LLC | 13K | $470.8K | −$24.7K | Cut−$27.8K |
| Harbor Asset Planning, Inc. | 13K | $469.9K | −$24.6K | Cut−$23.2K |
| Madison Wealth Partners, Inc | 12.7K | $461K | −$21.5K | Added$28.9K |
| Peak Retirement Planning, Inc. | 12.7K | $459K | −$24K | Cut−$22.7K |
| Storgate, LLC | 12.2K | $444.2K | −$23.3K | Cut−$23.3K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 12.1K | $440.2K | −$23.1K | Cut−$23.1K |
| Regal Investment Advisors LLC | 12K | $435.4K | −$22.2K | Cut−$10.5K |
| CAPTRUST FINANCIAL ADVISORS | 11.9K | $433.3K | −$22.7K | Cut−$68.2K |
| Apella Capital, LLC | 10.9K | $431.9K | $15.5K | Added$20.7K |
| Hudock, Inc. | 11.9K | $430.2K | −$22.5K | Cut−$22.5K |
| Snowden Capital Advisors LLC | 11.6K | $419.1K | −$17.8K | Added$62K |
| Linscomb Wealth, Inc. | 11.1K | $401.6K | — | New |
| WealthCare Investment Partners, LLC | 10.1K | $369.9K | −$15.9K | Cut−$14.9K |
| BIP Wealth, LLC | 10K | $362.8K | −$19K | Cut−$166.8K |
| FIFTH THIRD BANCORP | 9.64K | $349.6K | −$1.53K | Added$318.9K |
| Moors & Cabot, Inc. | 9.63K | $349.4K | −$17.9K | Cut−$10.1K |
| Independent Advisor Alliance | 9.23K | $334.8K | — | New |
| Spire Wealth Management | 8.42K | $305.3K | −$14.5K | Added$14.7K |
| CHOREO, LLC | 8.4K | $304.6K | −$18.3K | Cut−$85.5K |
| PINNACLE ASSOCIATES LTD | 8.37K | $303.6K | −$15.9K | Cut−$15.9K |
| TRUST POINT INC. | 8.27K | $300.1K | — | New |
| MITCHELL MCLEOD PUGH & WILLIAMS INC | 8.13K | $295K | −$20.1K | Cut−$20.1K |
| Madrid Financial Services | 8K | $290.2K | — | Held |
| TD Capital Management LLC | 7.74K | $280.8K | −$14.7K | Cut−$13.9K |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | 7.67K | $278.1K | −$13.8K | Added$767 |
| AE Wealth Management LLC | 7.59K | $275.4K | −$13.9K | Cut−$5.3K |
| Allworth Financial LP | 7.46K | $270.7K | −$9.94K | Added$71.2K |
| Sequoia Financial Advisors, LLC | 7.35K | $266.7K | −$13.5K | Cut−$4.1K |
| Leo Wealth, LLC | 7.27K | $263.6K | −$13.8K | Cut−$40.9K |
| Wealthstar Advisors, LLC | 7.24K | $262.7K | −$13.8K | Cut−$13.4K |
| Canvas Wealth Advisors, LLC | 7.09K | $257.2K | −$13.5K | Cut−$50.1K |
| Ameritas Advisory Services, LLC | 7.05K | $255.6K | — | New |
| Investment Advisory Group, LLC | 7.05K | $255.6K | −$13.4K | Cut−$13.4K |
| CreativeOne Wealth, LLC | 7.02K | $254.5K | −$13.3K | Cut−$12.6K |
| SILVER OAK SECURITIES, INCORPORATED | 6.98K | $253.2K | −$14K | Added$5.83K |
| CIBC Bancorp USA Inc. | 6.95K | $252.1K | — | Held |
| InTrack Investment Management Inc | 6.8K | $246.8K | — | New |
| Forge Financial Services LLC | 6.68K | $242.1K | — | New |
| Strategic Wealth Investment Group, LLC | 6.51K | $236.2K | −$12.4K | Cut−$11.7K |
| Foundry Financial LLC | 6.36K | $230.5K | — | New |
| SIGNATUREFD, LLC | 6.35K | $230.3K | −$12.1K | Cut−$12.1K |
| Fiduciary Group, LLC | 6.33K | $229.5K | −$12K | Cut−$12K |
| FIRST AMERICAN TRUST, FSB | 6.17K | $223.7K | −$10.8K | Added$6.61K |
| Corient Private Wealth LLC | 6.73K | $222.7K | −$33.8K | Cut−$31K |
| Curi Capital, LLC | 6.12K | $221.9K | — | New |
| Rolek Wealth Management LLC | 6.06K | $220K | −$11.5K | Cut−$11.4K |
| RETIREMENT INCOME SOLUTIONS, INC | 5.93K | $214.9K | −$11.3K | Cut−$11.3K |
| NWF Advisory Services Inc. | 5.87K | $213K | −$11.2K | Cut−$11.2K |
| Powerhouse Assets LLC | 5.85K | $212.2K | −$11.1K | Cut−$11.1K |
| Gladstone Institutional Advisory LLC | 5.83K | $211.6K | — | New |
| Cullen/Frost Bankers, Inc. | 5.78K | $209.5K | — | New |
| CLG LLC | 5.73K | $207.8K | −$10.8K | Cut−$10.3K |
| Calamos Advisors LLC | 5.63K | $204.3K | — | New |
| Calamos Wealth Management LLC | 5.63K | $204.3K | −$10.7K | Cut−$16.5K |
| Fisher Asset Management, LLC | 5.59K | $202.8K | −$10.6K | Cut−$45K |
| Traub Capital Management LLC | 5.56K | $201.8K | — | New |
| Roxbury Financial LLC | 5.36K | $194.3K | −$10.1K | Cut−$8.81K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 5.1K | $184.8K | −$3.72K | Added$110.1K |
| US BANCORP \DE\ | 4.76K | $172.8K | −$9.05K | Cut−$290.8K |
| EVOLUTION WEALTH MANAGEMENT INC. | 4.63K | $167.9K | −$8.79K | Cut−$8.79K |
| JONES FINANCIAL COMPANIES LLLP | 4.42K | $156.4K | — | New |
| MAI Capital Management | 4.14K | $150.1K | −$7.86K | Cut−$7.86K |
| Portfolio Resources Advisor Group, Inc. | 3.9K | $141.5K | −$6.42K | Added$12.6K |
| Aptus Capital Advisors, LLC | 3.37K | $122K | −$5.7K | Added$7.46K |
| Glass Jacobson Investment Advisors llc | 3.36K | $121.7K | −$6.38K | Cut−$6.02K |
| Rockefeller Capital Management L.P. | 3.05K | $110.7K | −$5.78K | Cut−$127.2K |
| ASSETMARK, INC | 3.04K | $110.1K | −$5.21K | Added$5.27K |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 3K | $108.8K | — | New |
| PNC Financial Services Group, Inc. | 2.99K | $108.3K | −$4.73K | Added$13.3K |
| Ritter Daniher Financial Advisory LLC / DE | 2.85K | $103.3K | −$5.41K | Cut−$5.41K |
| CURIO WEALTH, LLC | 2.64K | $95.9K | −$6.27K | Cut−$6.27K |
| Western Wealth Management, LLC | 2.62K | $95K | — | New |
| BANK OF MONTREAL /CAN/ | 2.17K | $78.6K | −$4.12K | Cut−$397.4K |
| PRIVATE TRUST CO NA | 1.69K | $61.3K | −$3.21K | Cut−$3.21K |
| BFSG, LLC | 1.47K | $53.3K | −$2.79K | Cut−$2.79K |
| VANGUARD ADVISERS INC | 1.34K | $48.7K | — | Held |
| IFP Advisors, Inc | 1.32K | $48K | −$2.32K | Added$1.34K |
| Smartleaf Asset Management LLC | 1.32K | $46.6K | — | Added$46.6K |
| EPG Wealth Management LLC | 1.23K | $44.8K | −$2.32K | Cut−$2.21K |
| Atlantic Union Bankshares Corp | 1.2K | $43.4K | — | New |
| Bogart Wealth, LLC | 1.05K | $38.2K | −$2K | Cut−$2K |
| Anchor Investment Management, LLC | 994 | $36.1K | −$1.89K | Cut−$1.89K |
| EverSource Wealth Advisors, LLC | 904 | $32.8K | −$134 | Added$30.1K |
| Blue Trust, Inc. | 898 | $32.6K | −$1.69K | Cut−$1.73K |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 897 | $32.5K | −$1.71K | Cut−$1.71K |
| Stadion Money Management, LLC | 866K | $31.4K | — | New |
| Dunhill Financial, LLC | 859 | $31.2K | −$1.63K | Cut−$1.63K |
| CoreCap Advisors, LLC | 859 | $31.2K | −$1.63K | Cut−$1.63K |
| Russell Investments Group, Ltd. | 850 | $30.8K | −$1.61K | Cut−$22.2K |
| Rialto Wealth Management, LLC | 830 | $30.1K | −$1.58K | Cut−$1.58K |
| VALLEY NATIONAL ADVISERS INC | 790.9K | $28.7K | — | New |
| Archer Investment Corp | 704 | $25.5K | −$1.34K | Cut−$1.34K |
| Root Financial Partners, LLC | 680 | $24.7K | — | New |
| Godfrey Financial Associates, Inc. | 575 | $20.9K | −$1.09K | Cut−$1.09K |
| BAYBAN | 556 | $20.2K | −$1.06K | Cut−$1.06K |
| TWIN PEAKS WEALTH ADVISORS, LLC | 519 | $18.8K | — | New |
| AdvisorNet Financial, Inc | 401 | $14.5K | −$31 | Added$13.9K |
| Byrne Asset Management LLC | 372 | $13.5K | — | New |
| Strategic Wealth Partners, Ltd. | 346 | $12.5K | −$656 | Cut−$620 |
| Geneos Wealth Management Inc. | 345 | $12.5K | −$656 | Cut−$656 |
| AMERIFLEX GROUP, INC. | 343 | $12.4K | −$651 | Cut−$651 |
| Abound Wealth Management | 331 | $12K | — | New |
| Federation des caisses Desjardins du Quebec | 312 | $11.3K | — | New |
| ARMSTRONG ADVISORY GROUP, INC | 306 | $11.1K | −$582 | Cut−$582 |
| Napier Financial, LLC | 231 | $8.38K | — | New |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 192 | $6.96K | −$365 | Cut−$365 |
| Golden State Wealth Management, LLC | 180 | $6.53K | −$343 | Cut−$343 |
| Cambridge Investment Research Advisors, Inc. | 168.7K | $6.12K | −$289 | Added$306 |
| Darwin Wealth Management, LLC | 161 | $5.86K | — | New |
| Rachor Investment Advisory Services, LLC | 151 | $5.49K | — | New |
| Johnson Financial Group, Inc. | 148 | $5.37K | −$282 | Cut−$282 |
| BOK Financial Private Wealth, Inc. | 141 | $5.12K | −$268 | Cut−$268 |
| High Point Wealth Management, LLC | 121 | $4.4K | −$231 | Cut−$231 |
| JPL Wealth Management, LLC | 117 | $4.24K | — | New |
| Crews Bank & Trust | 108 | $3.92K | −$205 | Cut−$205 |
| M Holdings Securities, Inc. | 89.5K | $3.68K | $169 | Added$1.5K |
| BROWN BROTHERS HARRIMAN & CO | 90 | $3.26K | −$171 | Cut−$171 |
| LRI Investments, LLC | 87 | $3.15K | −$166 | Cut−$166 |
| McIlrath & Eck, LLC | 85 | $3.09K | −$156 | Cut−$57.4K |
| HOWE & RUSLING INC | 76 | $2.76K | — | Added$2.74K |
| Betterment LLC | 71.8K | $2.6K | −$112 | Added$360 |
| First Command Advisory Services, Inc. | 67 | $2.43K | −$127 | Cut−$127 |
| Princeton Global Asset Management LLC | 52 | $1.9K | −$100 | Cut−$100 |
| FLOW TRADERS U.S. LLC | 27.2K | $986 | — | New |
| GHP Investment Advisors, Inc. | 20 | $726 | −$38 | Cut−$38 |
| Sound Income Strategies, LLC | 16 | $585 | −$29 | Cut−$29 |
| HRT FINANCIAL LP | 7.62K | $276 | — | New |
| King Wealth Management Group | 6.83K | $248 | −$13 | Cut−$12 |
| Capital Analysts, LLC | 4.77K | $173 | −$9 | Cut−$117 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | 2.5K | $90 | −$5 | Cut−$5 |
| Goodman Advisory Group, LLC | 0 | $0 | — | Cut−$42.9K |