| Fidelity | 16.9M | $754.2M | $9.55M | Added$40.1M |
| Retirement Planning Group, LLC | 5.17M | $231M | $2.37M | Added$53.6M |
| COMMONWEALTH EQUITY SERVICES, LLC | 3.3M | $147.6M | $1.8M | Added$12.9M |
| ENVESTNET ASSET MANAGEMENT INC | 2.11M | $94.3M | $1.15M | Added$7.98M |
| BANK OF AMERICA CORP /DE/ | 1.28M | $57.1M | $670.1K | Added$7.01M |
| Kestra Investment Management, LLC | 1.23M | $55M | $726K | Cut−$452K |
| LPL Financial LLC | 1.22M | $54.5M | $648.9K | Added$5.96M |
| Sanctuary Advisors, LLC | 841.6K | $37.6M | $255.2K | Added$18.5M |
| STIFEL FINANCIAL CORP | 774.6K | $34.6M | $308.3K | Added$11.6M |
| Atria Investments, Inc | 758.5K | $33.9M | $227.6K | Added$16.9M |
| Cetera Investment Advisers | 581.3K | $26M | $342.9K | Cut−$666.9K |
| Advocacy Wealth Management, LLC | 569K | $25.4M | $321.8K | Added$1.37M |
| Kestra Advisory Services, LLC | 558.3K | $25M | $288K | Added$3.43M |
| RAYMOND JAMES FINANCIAL INC | 434.1K | $19.4M | $148.8K | Added$8.28M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 414K | $18.5M | $202.3K | Added$3.38M |
| OneDigital Investment Advisors LLC | 409.7K | $18.3M | $108.7K | Added$10.2M |
| Goldstone Financial Group, LLC | 357.9K | $16M | $197.9K | Added$1.2M |
| LIBERTY SQUARE WEALTH PARTNERS LLC | 317.6K | $14.2M | $153.4K | Added$2.73M |
| GEN Financial Management, INC. | 303.4K | $13.6M | $176.2K | Added$388.5K |
| OSAIC HOLDINGS, INC. | 284.5K | $12.7M | $166.3K | Cut−$3.62M |
| AssuredPartners Investment Advisors, LLC | 247.4K | $11.3M | $339.1K | Added$494.6K |
| Presper Financial Architects, LLC | 246.9K | $11M | $41.7K | Added$7.92M |
| Steward Partners Investment Advisory, LLC | 202.8K | $9.07M | $119.7K | Added$86.3K |
| Farther Finance Advisors, LLC | 195.7K | $8.85M | $212.4K | Added$248.6K |
| Prasad Wealth Partners, LLC | 197.3K | $8.82M | $112.2K | Added$429.5K |
| Provident Wealth Management, LLC | 164.6K | $7.36M | $97.1K | Added$28.7K |
| Bravera Wealth | 150.4K | $6.73M | $73.8K | Added$1.2M |
| Advisory Services Network, LLC | 150.2K | $6.72M | $87.7K | Added$158.7K |
| MML INVESTORS SERVICES, LLC | 143.4K | $6.41M | $84.6K | Cut−$1.1M |
| TWO SIGMA INVESTMENTS, LP | 137.7K | $6.16M | $35.3K | Added$3.52M |
| FSA WEALTH PARTNERS, INC. | 128.8K | $5.76M | $74.6K | Added$180.3K |
| Evergreen Private Wealth LLC | 125.2K | $5.6M | $73.8K | Cut−$29.9K |
| Independent Advisor Alliance | 123.6K | $5.53M | — | New |
| Sterling Manor Financial, LLC | 105.8K | $4.73M | $62.4K | Added$15.5K |
| Laurel Wealth Planning LLC | 92.9K | $4.16M | $30.8K | Added$1.85M |
| Fortitude Financial, LLC | 87.9K | $3.93M | $51.8K | Cut−$261.4K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 84.6K | $3.78M | $49.9K | Cut−$75.6K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 82K | $3.67M | $45K | Added$301.9K |
| Van Hulzen Asset Management, LLC | 80.7K | $3.61M | $47.2K | Added$80K |
| MERCER GLOBAL ADVISORS INC /ADV | 65.2K | $2.92M | $38.5K | Cut−$13.4K |
| Trademark Financial Management, LLC | 63.3K | $2.83M | $25.4K | Added$930.9K |
| GOLDMAN SACHS GROUP INC | 62.6K | $2.8M | — | New |
| NOVEM GROUP | 58.2K | $2.6M | $34.3K | Cut−$6.35M |
| ROYAL BANK OF CANADA | 57.8K | $2.58M | $30K | Added$318K |
| Emerald Advisors, LLC | 56.8K | $2.54M | $18.1K | Added$1.18M |
| AE Wealth Management LLC | 52.5K | $2.35M | $27K | Added$328.2K |
| &PARTNERS | 50.6K | $2.29M | $54.2K | Added$268.4K |
| Faithward Advisors, LLC | 39.4K | $1.76M | $14.7K | Added$660.9K |
| Kuhn & Co Investment Counsel | 38.9K | $1.74M | $18.6K | Added$346.5K |
| Wealthcare Advisory Partners LLC | 38.7K | $1.73M | $22.7K | Added$32.1K |
| Rockefeller Capital Management L.P. | 37.2K | $1.66M | $21.4K | Added$62.5K |
| Citadel | 37K | $1.65M | $21.8K | Cut−$1.29M |
| AMERIPRISE FINANCIAL INC | 35.1K | $1.58M | $35.8K | Cut−$137.1K |
| GREAT VALLEY ADVISOR GROUP, INC. | 33.6K | $1.5M | $19.8K | Added$4.56K |
| Strategic Blueprint, LLC | 33.6K | $1.5M | $19.8K | Cut−$1.02K |
| IFP Advisors, Inc | 33.5K | $1.5M | $18.6K | Added$104.3K |
| MONEY CONCEPTS CAPITAL CORP | 31.9K | $1.43M | $10.9K | Added$613.7K |
| INDEPENDENT FINANCIAL GROUP, LLC | 31K | $1.38M | $12.9K | Added$416.8K |
| HICKS CAPITAL MANAGEMENT LLC | 30.4K | $1.36M | $17.4K | Added$61.8K |
| Riverbend Wealth Management, LLC | 29.7K | $1.33M | $17K | Added$57.2K |
| Nova Wealth Management, Inc. | 29.2K | $1.31M | $186 | Added$1.29M |
| Equitable Holdings, Inc. | 29.6K | $1.31M | −$1 | Cut−$349.1K |
| Global Financial Private Client, LLC | 29.1K | $1.3M | $16.6K | Added$57.5K |
| Mascagni Wealth Management, Inc. | 27.8K | $1.24M | $11K | Added$419.3K |
| Visionary Wealth Advisors | 27.1K | $1.21M | $16K | Cut−$304.8K |
| Hilltop Holdings Inc. | 26.7K | $1.19M | $15.7K | Cut−$39.6K |
| Concurrent Investment Advisors, LLC | 25.4K | $1.14M | $11.7K | Added$262.7K |
| SHP Wealth Management | 24.9K | $1.11M | $12.4K | Added$180.8K |
| Spire Wealth Management | 24.5K | $1.1M | $13.2K | Added$113.5K |
| JPMORGAN CHASE & CO | 23.5K | $1.02M | −$15.2K | Added$98.8K |
| Roxbury Financial LLC | 22.4K | $1M | $13K | Added$31.5K |
| BG Investment Services, LLC | 21.5K | $963.6K | $10.3K | Added$195K |
| Golden State Wealth Management, LLC | 19.6K | $877.8K | $11.6K | Cut−$1.37M |
| Merit Financial Group, LLC | 19.3K | $863K | $9.98K | Added$116.7K |
| Envestnet Portfolio Solutions, Inc. | 18.2K | $814.4K | $10.3K | Added$43.4K |
| Rehmann Capital Advisory Group | 17K | $758.5K | $10K | Added$10K |
| Focus Financial Network, Inc. | 16.8K | $752.7K | $9.06K | Added$74.7K |
| PNC Financial Services Group, Inc. | 16.1K | $718.1K | $1.96K | Added$571.6K |
| Private Advisor Group, LLC | 15.7K | $702.9K | $8.68K | Added$53.6K |
| Creative Planning | 15.4K | $686.6K | $6.36K | Added$210.1K |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 14.2K | $679.5K | — | New |
| Cedar Point Capital Partners, LLC | 15K | $670.6K | $8.85K | Cut−$104.2K |
| Breakwater Capital Group | 14.5K | $650.6K | $8.58K | Cut−$640 |
| Summit Financial Wealth Advisors, LLC | 13.5K | $602.4K | $4.02K | Added$302.1K |
| Stratos Wealth Partners, LTD. | 13.1K | $586.4K | $6.5K | Added$99.3K |
| SWEENEY & MICHEL, LLC | 11.5K | $549K | $5.25K | Added$7.35K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 12K | $544.7K | −$706 | Cut−$296.6K |
| Chicago Partners Investment Group LLC | 11.2K | $543.3K | $29.6K | Cut−$94.3K |
| CoreCap Advisors, LLC | 11.9K | $533.3K | $6.51K | Added$46K |
| Principle Wealth Partners LLC | 10.4K | $466.9K | $5.93K | Added$20.3K |
| Balanced Rock Investment Advisors LLC | 10.4K | $464.5K | $5.76K | Added$33.5K |
| Foster Victor Wealth Advisors, LLC | 9.6K | $460.4K | $16.1K | Added$16.1K |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 10.2K | $458.2K | $6.04K | Cut−$1.18M |
| Mariner, LLC | 9.85K | $440.4K | $5.62K | Added$19.8K |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 9.71K | $433.4K | $4.87K | Added$25.8K |
| Mayfair Advisory Group, LLC | 9.29K | $415.2K | $1.5K | Added$136.9K |
| CWM, LLC | 9.19K | $410.9K | $331.1K | Added$410.6K |
| Stratos Investment Management, LLC | 9K | $402.6K | $4.81K | Added$43K |
| Cullen/Frost Bankers, Inc. | 8.9K | $398K | $4.74K | Added$44K |
| HUNTINGTON NATIONAL BANK | 8.88K | $397.1K | $3.12K | Added$163.7K |
| Gateway Wealth Partners, LLC | 8.58K | $383.7K | — | New |
| RFG Advisory, LLC | 8.29K | $370.6K | — | New |
| Vise Technologies, Inc. | 8.08K | $356.5K | $0 | Held |
| CLG LLC | 7.22K | $322.9K | $4.26K | Added$3.91K |
| HighTower Advisors, LLC | 7.22K | $322.9K | $4.25K | Cut−$87.1K |
| PRINCIPAL SECURITIES, INC. | 6.86K | $306.9K | $4.05K | Added$1.31K |
| WBH ADVISORY INC | 6.64K | $300.3K | — | New |
| MAI Capital Management | 6.39K | $285.8K | $2.55K | Added$93.6K |
| Perigon Wealth Management, LLC | 6.16K | $275.4K | $3.63K | Added$3.63K |
| M.E. ALLISON & CO., INC. | 6.1K | $272.8K | — | New |
| Lido Advisors, LLC | 6.05K | $270.6K | — | New |
| Icahn Capital | 5.95K | $266.1K | $3.17K | Added$28.6K |
| Diversified Portfolios, Inc. | 5.84K | $261K | $3.45K | Cut−$17.6K |
| Curi Capital, LLC | 5.8K | $259.3K | — | New |
| Arkadios Wealth Advisors | 5.75K | $257.1K | — | New |
| New England Private Wealth Advisors LLC | 5.67K | $253.7K | $3.31K | Added$4.3K |
| Signature Wealth Management Group | 5.62K | $251.1K | — | New |
| Dynamic Advisor Solutions LLC | 5.42K | $242.2K | $3.2K | Added$289 |
| LaSalle St. Investment Advisors, LLC | 5.1K | $228.2K | $228K | Added$227.9K |
| Savvy Advisors, Inc. | 5.04K | $225.2K | — | New |
| Belpointe Asset Management LLC | 5.03K | $225K | — | New |
| COZAD ASSET MANAGEMENT INC | 4.74K | $212.1K | $2.8K | Cut−$6.25K |
| Investmark Advisory Group LLC | 4.67K | $208.7K | $2.72K | Added$5.04K |
| Calamos Wealth Management LLC | 4.56K | $204K | — | New |
| Calamos Advisors LLC | 4.56K | $204K | — | New |
| StoneX Group Inc. | 4.5K | $201.3K | — | New |
| MORGAN STANLEY | 4.27K | $190.9K | $681 | Added$140.5K |
| PlanVest Financial, Inc | 3.88K | $173.5K | — | Held |
| UBS Group AG | 3.07K | $137.2K | $1.81K | Added$1.81K |
| Sound Income Strategies, LLC | 2.71K | $122.6K | −$2.87K | Cut−$2.87K |
| High Point Wealth Management, LLC | 2.7K | $120.7K | $1.6K | Added$2.04K |
| FIFTH THIRD BANCORP | 2.69K | $120.3K | $281 | Added$99.3K |
| FINANCIAL CONSULATE, INC | 2.39K | $106.9K | $1.41K | Added$1.41K |
| Portfolio Resources Advisor Group, Inc. | 2.17K | $97K | $651 | Added$48.2K |
| Smartleaf Asset Management LLC | 1.88K | $81.4K | −$2.31K | Cut−$2.6M |
| Clearstead Advisors, LLC | 1.76K | $78.8K | — | New |
| Allworth Financial LP | 1.55K | $69.4K | $504 | Added$32.9K |
| Sunbelt Securities, Inc. | 1.24K | $55.5K | $732 | Added$114 |
| BLAIR WILLIAM & CO/IL | 1.01K | $45.2K | $248 | Added$28K |
| Noble Wealth Management PBC | 1K | $44.7K | $590 | Added$590 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 979 | $43.8K | $562 | Added$741 |
| Global Assets Advisory, LLC | 777 | $42.4K | — | New |
| Arax Advisory Partners | 936 | $41.9K | $552 | Added$552 |
| Root Financial Partners, LLC | 774 | $34.6K | $362 | Added$7.52K |
| TOTH FINANCIAL ADVISORY CORP | 645 | $28.8K | $381 | Added$381 |
| Western Wealth Management, LLC | 601 | $26.9K | — | New |
| US BANCORP \DE\ | 584 | $26.1K | — | New |
| Glass Jacobson Investment Advisors llc | 569 | $25.5K | $342 | Added$431 |
| TWIN PEAKS WEALTH ADVISORS, LLC | 547 | $24.5K | — | New |
| Russell Investments Group, Ltd. | 481 | $21.5K | $159 | Added$9.64K |
| BANK OF MONTREAL /CAN/ | 470 | $21K | $277 | Added$277 |
| HARBOUR INVESTMENTS, INC. | 419 | $18.7K | $248 | Added$248 |
| ASSETMARK, INC | 340 | $15.2K | $5 | Added$14.8K |
| VANGUARD ADVISERS INC | 208 | $9.3K | — | Held |
| Cambridge Investment Research Advisors, Inc. | 177.3K | $7.93K | $104 | Cut−$2.87K |
| HOWE & RUSLING INC | 155 | $6.94K | $92 | Added$92 |
| Godfrey Financial Associates, Inc. | 143 | $6.39K | $84 | Added$84 |
| EverSource Wealth Advisors, LLC | 111 | $4.96K | $67 | Cut−$29.8K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 91 | $4.07K | $54 | Added$54 |
| JONES FINANCIAL COMPANIES LLLP | 92 | $4.04K | — | Added$4.04K |
| ADIRONDACK TRUST CO | 70 | $3.13K | — | New |
| Darwin Wealth Management, LLC | 63 | $2.83K | — | New |
| Abound Wealth Management | 51 | $2.28K | $38 | Added$38 |
| MATHER GROUP, LLC. | 49 | $2.17K | — | New |
| PRIVATE TRUST CO NA | 42 | $1.88K | $25 | Added$25 |
| Rachor Investment Advisory Services, LLC | 23 | $1.03K | — | New |
| Capital Analysts, LLC | 12.3K | $552 | $4 | Added$242 |
| Atlantic Union Bankshares Corp | 12 | $537 | $7 | Added$7 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | 7.88K | $352 | $4 | Added$68 |
| BlackRock, Inc. | 2 | $72 | — | New |
| WELLS FARGO & COMPANY/MN | 1 | $28 | −$16 | Cut−$123K |