| Fidelity | 25.6M | $818.7M | $29.7M | Added$96.3M |
| COMMONWEALTH EQUITY SERVICES, LLC | 1.21M | $38.7M | $1.46M | Added$3.23M |
| RFG Advisory, LLC | 843.2K | $26.9M | $890.1K | Added$5.26M |
| KOM Wealth Management Group, LLC | 415.2K | $13.3M | $501.1K | Added$1.06M |
| Evernest Financial Advisors, LLC | 272.1K | $9.6M | $356.4K | Cut−$4.06M |
| MAI Capital Management | 300K | $9.59M | $375.7K | Added$435.8K |
| Keenan, LLC | 290.1K | $9.25M | $318.7K | Added$1.11M |
| MENORA MIVTACHIM HOLDINGS LTD. | 219.1K | $7M | $276.1K | Cut−$320.4K |
| Gaddis Premier Wealth Advisors LLC | 214.9K | $6.86M | $261.9K | Added$485.7K |
| NOVEM GROUP | 205.6K | $6.57M | — | New |
| SAX WEALTH ADVISORS, LLC | 192.9K | $5.92M | $0 | Held |
| SK Wealth Management, LLC | 174.1K | $5.66M | −$30.1K | Added$28.9K |
| ENVESTNET ASSET MANAGEMENT INC | 126.8K | $4.05M | $65.9K | Added$2.45M |
| Clarity Retirement & Wealth, LLC | 110K | $3.52M | $114.7K | Added$722.2K |
| Retirement Planning Group, LLC | 103.6K | $3.31M | $65.3K | Added$1.72M |
| JPMORGAN CHASE & CO | 103.8K | $3.2M | $12.8K | Added$393.4K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 98.1K | $3.18M | $7.86K | Added$2.67M |
| Advyzon Investment Management, LLC | 90.6K | $2.89M | — | New |
| MFA Wealth Services | 74.8K | $2.39M | $90.6K | Added$181.6K |
| Cetera Investment Advisers | 61.6K | $1.97M | $18.6K | Added$1.52M |
| Per Stirling Capital Management, LLC. | 57.8K | $1.85M | — | New |
| PRINCIPAL SECURITIES, INC. | 57.6K | $1.84M | $58.9K | Added$405.7K |
| DAHRING | CUSMANO LLC | 55.9K | $1.79M | — | New |
| Buska Wealth Management, LLC | 45.3K | $1.45M | — | New |
| Sigma Planning Corp | 37.8K | $1.21M | $32.6K | Added$416K |
| Kestra Advisory Services, LLC | 30.6K | $977.1K | $21.3K | Added$459.2K |
| HARBOUR INVESTMENTS, INC. | 23.7K | $756K | $29.8K | Added$28.4K |
| Envestnet Portfolio Solutions, Inc. | 20.8K | $665.2K | $15.3K | Added$292.4K |
| Pines Wealth Management, LLC | 19.7K | $628.8K | $24.8K | Added$24.8K |
| NATIONAL BANK OF CANADA /FI/ | 17.9K | $574.1K | $10.2K | Added$345.7K |
| BAM Wealth Management, LLC | 17.8K | $569.7K | — | New |
| Creative Planning | 15.3K | $490.4K | $19.2K | Added$21.4K |
| CreativeOne Wealth, LLC | 14.9K | $477.1K | — | New |
| BENJAMIN EDWARDS INC | 13.8K | $441.6K | $16.3K | Added$45.3K |
| Wealth Quarterback LLC | 13.2K | $423.2K | $16.7K | Cut−$109.3K |
| TRUIST FINANCIAL CORP | 11.1K | $353.3K | $13.9K | Cut−$20.4K |
| MERCER GLOBAL ADVISORS INC /ADV | 10.7K | $341.6K | $13.2K | Added$18.8K |
| HICKS CAPITAL MANAGEMENT LLC | 10.3K | $330.6K | $13K | Added$13K |
| SUMMIT WEALTH GROUP LLC / CO | 9.87K | $315.3K | — | New |
| Mutual Advisors, LLC | 9.79K | $312.8K | $12.3K | Added$13K |
| Bay Capital Advisors, LLC | 9.76K | $311.9K | $12.1K | Added$17.4K |
| Farther Finance Advisors, LLC | 9.64K | $311.6K | $11.9K | Added$89.6K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 9.71K | $310.1K | $12.2K | Cut−$94.3K |
| OSAIC HOLDINGS, INC. | 8.25K | $263.5K | $10.3K | Cut−$272.2K |
| Cutler Capital Management, LLC | 8.13K | $259.6K | $10.2K | Added$11.5K |
| Eaton Financial Holdings Company, LLC | 7.62K | $243.4K | $9.6K | Added$9.89K |
| FIFTH THIRD BANCORP | 6.83K | $218.3K | — | New |
| ROYAL BANK OF CANADA | 6.79K | $217K | $8.69K | Cut−$175K |
| Provident Wealth Management, LLC | 3.44K | $109.9K | $4.06K | Added$11.1K |
| Bulwark Capital Corp | 2.54K | $81K | $3.19K | Added$3.19K |
| MORGAN STANLEY | 2.51K | $80.3K | $1.89K | Added$33.5K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 2.3K | $73.4K | $114 | Added$70.6K |
| AdvisorNet Financial, Inc | 1.74K | $55.5K | $170 | Added$51.3K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1.57K | $50.2K | $1.97K | Added$2.13K |
| Spire Wealth Management | 743 | $23.7K | $723 | Added$6.12K |
| Sunbelt Securities, Inc. | 545 | $17.4K | $687 | Added$687 |
| CWM, LLC | 401 | $12.8K | $12.6K | Added$12.8K |
| PNC Financial Services Group, Inc. | 250 | $7.99K | — | New |
| UBS Group AG | 223 | $7.13K | $281 | Cut−$47K |
| Harbor Asset Planning, Inc. | 212 | $6.76K | — | New |
| Clarity Asset Management, Inc. | 186 | $5.95K | — | New |
| EverSource Wealth Advisors, LLC | 181 | $5.77K | — | New |
| Advisory Services Network, LLC | 160 | $5.13K | — | New |
| ASSETMARK, INC | 126 | $4.04K | $170 | Added$170 |
| Godfrey Financial Associates, Inc. | 72 | $2.3K | — | New |
| Cambridge Investment Research Advisors, Inc. | 65.4K | $2.09K | $76 | Added$241 |
| M Holdings Securities, Inc. | 49.8K | $1.8K | $182 | Added$784 |
| Root Financial Partners, LLC | 53 | $1.68K | — | New |
| IFP Advisors, Inc | 51 | $1.63K | $25 | Added$1.01K |
| AE Wealth Management LLC | 50 | $1.61K | $63 | Added$63 |
| PlanVest Financial, Inc | 18 | $575 | — | Held |
| VANGUARD ADVISERS INC | 11 | $351 | — | Held |
| BlackRock, Inc. | 1 | $29 | — | New |
| HANTZ FINANCIAL SERVICES, INC. | 498 | $16 | $1 | Added$1 |