| Lido Advisors, LLC | 1.74M | $150.4M | $7.94M | Added$7.9M |
| AE Wealth Management LLC | 1.3M | $112.3M | $5.24M | Added$4.45M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 889.7K | $77M | $3.38M | Added$7.94M |
| AGF MANAGEMENT LTD | 501.7K | $43.4M | $2.02M | Added$2.25M |
| COMMONWEALTH EQUITY SERVICES, LLC | 389.1K | $33.7M | $1.57M | Added$949.7K |
| LPL Financial LLC | 275.1K | $23.8M | $889.9K | Added$5.63M |
| MORGAN STANLEY | 213.9K | $18.5M | $844.7K | Added$1.26M |
| Sanctuary Advisors, LLC | 182.3K | $15.8M | $702.6K | Added$1.43M |
| BANK OF AMERICA CORP /DE/ | 142.3K | $12.3M | $506.3K | Added$1.98M |
| MERCER GLOBAL ADVISORS INC /ADV | 131.5K | $11.4M | $531.2K | Cut−$51.6K |
| Independence Financial Advisors, LLC | 130.3K | $11.3M | $526.5K | Cut−$591 |
| WELLS FARGO & COMPANY/MN | 129.9K | $11.2M | $524.8K | Added$421.9K |
| Lifeworks Advisors, LLC | 112.3K | $9.72M | $452.1K | Added$485.2K |
| Kestra Advisory Services, LLC | 105K | $9.08M | $344.1K | Added$2.06M |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 95.8K | $8.29M | $136.1K | Added$5.51M |
| ROYAL BANK OF CANADA | 92.7K | $8.02M | $374.2K | Added$27K |
| AMERIPRISE FINANCIAL INC | 89.1K | $7.39M | $38.9K | Cut−$603.5K |
| Fidelity | 80.9K | $7M | $295.9K | Added$962.6K |
| Yoder Wealth Management, Inc. | 76.2K | $6.59M | $301.5K | Added$433.5K |
| STIFEL FINANCIAL CORP | 72.7K | $6.29M | $287.1K | Added$426.4K |
| Traynor Capital Management, Inc. | 63K | $5.27M | $72.3K | Added$209.5K |
| Kovitz Investment Group Partners, LLC | 60K | $5.19M | $242.5K | Cut−$5.53M |
| Fischer Financial Services, Inc. | 59K | $5.11M | $238.6K | Added$232.7K |
| OSAIC HOLDINGS, INC. | 58.1K | $5.04M | $232.3K | Cut−$237.7K |
| Cetera Investment Advisers | 51.9K | $4.49M | $187.6K | Added$658.7K |
| VICUS CAPITAL | 50.3K | $4.36M | — | New |
| IHT Wealth Management, LLC | 44.4K | $3.84M | $177.6K | Added$220.1K |
| ENVESTNET ASSET MANAGEMENT INC | 43K | $3.72M | $115.9K | Added$1.35M |
| Buska Wealth Management, LLC | 41.6K | $3.6M | $168.3K | Cut−$1.1M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 39.6K | $3.43M | $160.1K | Added$121.5K |
| ATLAS CAPITAL ADVISORS INC. | 38.2K | $3.3M | $146K | Added$322.5K |
| PENOBSCOT WEALTH MANAGEMENT | 38K | $3.29M | $143K | Added$366.7K |
| U.S. Capital Wealth Advisors, LLC | 32.8K | $2.83M | $132.3K | Added$15.8K |
| Smith Salley Wealth Management | 31.2K | $2.7M | $123.8K | Added$170.2K |
| NewEdge Advisors, LLC | 36.6K | $2.67M | −$350.6K | Cut−$4.49M |
| Arkadios Wealth Advisors | 30.2K | $2.62M | $122.2K | Added$59.7K |
| EPG Wealth Management LLC | 28.3K | $2.45M | $114.4K | Added$89.9K |
| Clear Creek Financial Management, LLC | 26.4K | $2.28M | — | New |
| KDK Private Wealth Management, LLC | 26K | $2.25M | $105K | Added$86.2K |
| LYNCH & ASSOCIATES/IN | 25.3K | $2.19M | $102.3K | Added$8.59K |
| CITIGROUP INC | 24.3K | $2.1M | $51.8K | Added$1.04M |
| JONES FINANCIAL COMPANIES LLLP | 24.4K | $2.08M | $37.8K | Added$906.4K |
| HANSEATIC MANAGEMENT SERVICES INC | 23.1K | $2M | — | Held |
| Elevated Capital Advisors, LLC | 21.3K | $1.84M | $85.9K | Cut−$536.9K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 19.7K | $1.7M | $77.6K | Added$117K |
| GREAT VALLEY ADVISOR GROUP, INC. | 19.5K | $1.69M | $72.1K | Added$215.1K |
| Fifth Third Securities, Inc. | 19.3K | $1.67M | $77.9K | Added$35.8K |
| Beaumont Financial Advisors, LLC | 19.2K | $1.66M | $72.9K | Added$169.4K |
| Advisory Services Network, LLC | 19K | $1.64M | $74.7K | Added$117.7K |
| Essex Financial Services, Inc. | 18.5K | $1.6M | $65.8K | Added$260.4K |
| Mariner, LLC | 18.1K | $1.57M | $73.1K | Added$51.3K |
| Sunbelt Securities, Inc. | 17.9K | $1.55M | $72.5K | Cut−$88.1K |
| Trail Ridge Investment Advisors, LLC | 17.9K | $1.55M | $69.3K | Added$132.4K |
| Stonebridge Financial Planning Group, LLC | 17K | $1.47M | $67.3K | Added$97K |
| Merit Financial Group, LLC | 16K | $1.39M | — | New |
| TRUST CO OF OKLAHOMA | 16K | $1.38M | $64.6K | Added$62K |
| AMERICAN NATIONAL BANK & TRUST | 15.2K | $1.32M | $58.2K | Added$126.4K |
| Jacobs Equity LLC | 15.2K | $1.31M | $48.4K | Added$322K |
| MML INVESTORS SERVICES, LLC | 15K | $1.3M | $60.7K | Added$40.7K |
| Roxbury Financial LLC | 14.4K | $1.25M | $58.3K | Added$55.7K |
| Mutual Advisors, LLC | 14.4K | $1.25M | $58.2K | Cut−$173.2K |
| LEVEL FOUR ADVISORY SERVICES, LLC | 14K | $1.21M | $56.7K | Added$42.2K |
| Snowden Capital Advisors LLC | 13.9K | $1.2M | $56.1K | Added$53.1K |
| MONTAG A & ASSOCIATES INC | 13.9K | $1.2M | $49.4K | Added$192.4K |
| Virtue Capital Management, LLC | 13.9K | $1.16M | — | New |
| Compound Planning, Inc. | 12.9K | $1.11M | — | New |
| Modern Wealth Management, LLC | 12.6K | $1.11M | $69.1K | Cut−$110.7K |
| TOUNJIAN ADVISORY PARTNERS, LLC | 12.2K | $1.05M | $49.2K | Cut−$148.9K |
| Heck Capital Advisors, LLC | 11.4K | $983.6K | $45.9K | Cut−$12.7K |
| MGO ONE SEVEN LLC | 11K | $954.8K | $43.6K | Added$65.3K |
| Meridian Wealth Management, LLC | 10.9K | $943.7K | $44.1K | Cut−$110.2K |
| Sigma Planning Corp | 10.9K | $939.3K | $14.7K | Added$638K |
| JANE STREET GROUP, LLC | 10.7K | $923.7K | $43.1K | Cut−$348.6K |
| TRUIST FINANCIAL CORP | 9.84K | $851.7K | $39.8K | Cut−$27.3K |
| Armor Investment Advisors, LLC | 9.45K | $817.8K | $38.2K | Cut−$66.6K |
| RAYMOND JAMES FINANCIAL INC | 9.28K | $802.6K | $37.5K | Added$4.32K |
| VCI Wealth Management LLC | 8.53K | $738.1K | $34.4K | Cut−$70.1K |
| Bayshore Capital Advisors, LLC | 8.47K | $732.6K | $34.2K | Added$3.19K |
| Private Advisor Group, LLC | 8.36K | $723.2K | $33.8K | Added$31.1K |
| HighTower Advisors, LLC | 8.32K | $720.2K | $33.7K | Cut−$1.81K |
| Nova Wealth Management, Inc. | 8.26K | $718.4K | $37.1K | Added$21.6K |
| SCS Capital Management LLC | 7.96K | $688.3K | $32.1K | Added$32.1K |
| Robertson Stephens Wealth Management, LLC | 7.88K | $681.5K | $30.8K | Added$51K |
| Integrated Wealth Concepts LLC | 7.87K | $681.3K | — | New |
| Farther Finance Advisors, LLC | 7.11K | $625.7K | $15.8K | Added$387.5K |
| Prairie Wealth Advisors, Inc. | 0 | $587.6K | — | Added$32K |
| Icahn Capital | 6.55K | $566.8K | $20.2K | Added$153.1K |
| Focus Financial Network, Inc. | 6.46K | $558.7K | — | New |
| Creative Planning | 6.43K | $556.3K | $18.9K | Added$170.7K |
| Continuum Advisory, LLC | 6.42K | $555.3K | $25.5K | Added$34.8K |
| UBS Group AG | 6.41K | $554.2K | $14.4K | Added$259.9K |
| Summit Financial, LLC | 6.33K | $547.6K | $24.6K | Added$45.9K |
| Valley Brook Capital Group, Inc. | 6.29K | $544K | $21.9K | Added$96.4K |
| Ironwood Financial, llc | 6.13K | $530.6K | — | New |
| WHALEROCK POINT PARTNERS, LLC | 5.89K | $509.6K | $23.8K | Added$23.8K |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | 5.81K | $502.8K | $23.5K | Added$12.9K |
| Maltin Wealth Management, Inc. | 5.71K | $494K | $23.1K | Cut−$1.94K |
| Ameritas Advisory Services, LLC | 5.65K | $488.7K | $22.8K | Added$19.9K |
| Centennial Wealth Advisory LLC | 5.55K | $479.8K | $22.3K | Added$7.24K |
| Capital Square, LLC | 5.1K | $475.3K | $40K | Added$165.6K |
| PUREfi Wealth, LLC | 5.39K | $466.8K | $21.8K | Added$21.8K |
| Gateway Wealth Partners, LLC | 5.04K | $435.8K | $10.1K | Added$228.7K |
| Ausdal Financial Partners, Inc. | 4.88K | $422.2K | $16K | Added$96.1K |
| Retirement Planning Group, LLC | 4.86K | $420.1K | $19.4K | Added$23.3K |
| Purkiss Capital Advisors LLC | 4.78K | $413.4K | $17.2K | Added$64.3K |
| MCRAE CAPITAL MANAGEMENT INC | 4.74K | $409.9K | $18.7K | Added$28K |
| PKS Advisory Services, LLC | 4.68K | $405K | $18.9K | Cut−$5.82K |
| Pathway Financial Advisers, LLC | 4.62K | $399.7K | $17.8K | Added$37.1K |
| Quantinno Capital Management LP | 4.41K | $382K | $17.7K | Added$20.8K |
| Redwood Financial Network Corp | 4.33K | $374.8K | $15.1K | Added$64.6K |
| PRIMORIS WEALTH ADVISORS, LLC | 4.33K | $374.2K | $17.5K | Cut−$7.27K |
| Crumly & Associates Inc. | 4.17K | $361.2K | $16.9K | Added$16.9K |
| Larson Financial Group LLC | 4.17K | $360.3K | $16.7K | Added$17.9K |
| KINGSWOOD WEALTH ADVISORS, LLC | 4.16K | $359.6K | — | New |
| Fortitude Advisory Group L.L.C. | 4.14K | $358.3K | $13.2K | Added$90.5K |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 3.85K | $352.6K | — | New |
| World Investment Advisors | 4K | $346.3K | $16.2K | Added$7.95K |
| Diversify Advisory Services, LLC | 3.72K | $341.1K | $6.59K | Added$3.35K |
| Monte Financial Group, LLC | 3.79K | $327.7K | $14K | Added$41K |
| CWA Asset Management Group, LLC | 3.78K | $327K | $15.3K | Cut−$35.5K |
| IBEX WEALTH ADVISORS | 3.7K | $320.1K | — | New |
| Steward Partners Investment Advisory, LLC | 3.57K | $309.2K | $11.3K | Added$77.1K |
| AssuredPartners Investment Advisors, LLC | 3.42K | $301.6K | $19.2K | Added$19.2K |
| FIFTH THIRD BANCORP | 3.28K | $284K | — | New |
| BIP Wealth, LLC | 3.25K | $281.3K | $13.1K | Added$13.9K |
| CWM, LLC | 3.17K | $274.5K | $50K | Added$274.4K |
| EVOKE WEALTH, LLC | 3.16K | $273.3K | $12.8K | Added$12.8K |
| DEFINE FINANCIAL, LLC | 3.05K | $264.2K | $12.3K | Added$13.1K |
| Harbor Asset Planning, Inc. | 3.03K | $262.6K | $12.3K | Added$13K |
| Kovack Advisors, Inc. | 2.97K | $261.2K | $15.6K | Added$22.8K |
| CAPTRUST FINANCIAL ADVISORS | 3.02K | $261.1K | $10.2K | Added$54K |
| Financial Partners Group, Inc | 2.97K | $257K | — | New |
| SVB WEALTH LLC | 2.96K | $256.3K | $12K | Added$12K |
| CHOREO, LLC | 2.96K | $255.9K | $9.7K | Cut−$11.7K |
| HBW ADVISORY SERVICES LLC | 2.95K | $255.2K | — | New |
| PRINCIPAL SECURITIES, INC. | 2.95K | $255.1K | — | New |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 2.9K | $254.3K | $3.06K | Cut−$19.5K |
| Rosenberg Matthew Hamilton | 2.89K | $249.7K | $11.7K | Added$11.7K |
| Brookstone Capital Management | 2.8K | $242.3K | $11.4K | Added$5.5K |
| Founders Financial Alliance, LLC | 2.75K | $237.8K | $11.1K | Cut−$121 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 2.73K | $236.6K | — | New |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 2.73K | $235.9K | — | New |
| Signal Advisors Wealth, LLC | 2.66K | $230.3K | $10.4K | Added$17.6K |
| INDEPENDENT FINANCIAL GROUP, LLC | 2.65K | $229.3K | $10.7K | Cut−$44.4K |
| Selective Wealth Management, Inc. | 2.49K | $228.5K | $6K | Added$6.28K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 2.51K | $217.4K | $10.2K | Added$9.04K |
| NWAM LLC | 2.42K | $209.2K | — | New |
| Accelerate Investment Advisors LLC | 2.38K | $205.6K | — | New |
| Belpointe Asset Management LLC | 2.35K | $203.1K | — | New |
| Canton Hathaway, LLC | 2.3K | $199K | $9.29K | Added$9.29K |
| Bogart Wealth, LLC | 2.29K | $198.6K | $9.27K | Added$9.27K |
| CoreCap Advisors, LLC | 2.03K | $175.8K | $8.18K | Added$8.79K |
| Hurley Capital, LLC | 1.92K | $166K | $7.69K | Added$7.95K |
| Dunhill Financial, LLC | 1.7K | $147.1K | $6.86K | Added$7.29K |
| Atlantic Union Bankshares Corp | 1.63K | $141.1K | $6.59K | Added$6.59K |
| HARBOUR INVESTMENTS, INC. | 1.55K | $133.9K | $979 | Added$113.5K |
| Sage Mountain Advisors LLC | 1.1K | $95.5K | $4.46K | Added$4.46K |
| US BANCORP \DE\ | 980 | $84.8K | $3.93K | Cut−$12.4K |
| Belvedere Trading LLC | 908 | $78.6K | — | New |
| FIRST HORIZON CORP | 908 | $78.6K | $3.67K | Added$3.67K |
| JPMORGAN CHASE & CO | 846 | $70.8K | $887 | Added$8.75K |
| GODSEY & GIBB, INC | 761 | $65.8K | $3.07K | Added$3.08K |
| Qube Research & Technologies Ltd | 731 | $63.2K | $869 | Added$45.5K |
| Banque Transatlantique SA | 689 | $59.6K | — | New |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 633 | $54.8K | $2.56K | Added$2.56K |
| Geneos Wealth Management Inc. | 590 | $51K | $2.35K | Cut−$14K |
| Arax Advisory Partners | 586 | $50.7K | $2.34K | Cut−$67.1K |
| Colonial Trust Co / SC | 559 | $48.4K | $2.26K | Added$2.26K |
| Aptus Capital Advisors, LLC | 558 | $48.3K | $2.25K | Cut−$2.61K |
| Signature Resources Capital Management, LLC | 554 | $47.9K | $2.24K | Added$2.24K |
| Princeton Global Asset Management LLC | 518 | $44.8K | $2.09K | Added$2.09K |
| BlackRock, Inc. | 500 | $43.3K | $2.02K | Added$2.02K |
| BANK OF MONTREAL /CAN/ | 500 | $43.3K | $2.02K | Added$1.77K |
| Decker Retirement Planning Inc. | 434 | $37.5K | $1.75K | Added$1.75K |
| IFP Advisors, Inc | 429 | $37.1K | $1.73K | Added$1.73K |
| Hilltop National Bank | 390 | $33.7K | $1.58K | Added$1.58K |
| Parallel Advisors, LLC | 383 | $33.1K | $1.05K | Added$11.7K |
| Missouri Trust & Investment Co | 300 | $26K | $1.21K | Added$1.21K |
| Capital Investment Advisory Services, LLC | 262 | $22.7K | $1.06K | Added$1.06K |
| PNC Financial Services Group, Inc. | 250 | $21.6K | $1.01K | Added$1.01K |
| True Wealth Design, LLC | 250 | $21.6K | — | New |
| GABLES CAPITAL MANAGEMENT INC. | 245 | $21.2K | $989 | Added$989 |
| Glen Eagle Advisors, LLC | 207 | $17.9K | $837 | Cut−$2.88K |
| Quest 10 Wealth Builders, Inc. | 201 | $17.4K | — | New |
| Strengthening Families & Communities, LLC | 197 | $17K | — | New |
| MAI Capital Management | 190 | $16.4K | $723 | Added$1.68K |
| Versant Capital Management, Inc | 183 | $15.8K | $739 | Cut−$19.9K |
| NBC SECURITIES, INC. | 140 | $12.1K | $565 | Added$565 |
| Thrivent Financial for Lutherans | 127.3K | $11K | $393 | Added$2.48K |
| N.E.W. Advisory Services LLC | 120 | $10.4K | — | New |
| Allworth Financial LP | 117 | $10.1K | $397 | Added$2.56K |
| DecisionPoint Financial, LLC | 108 | $9.35K | $437 | Added$437 |
| Waverly Advisors, LLC | 99 | $8.56K | $399 | Added$399 |
| Federation des caisses Desjardins du Quebec | 90 | $7.79K | $364 | Cut−$415.8K |
| Rossby Financial, LCC | 86 | $7.57K | $324 | Added$2.7K |
| Truvestments Capital LLC | 79 | $6.83K | — | New |
| DHJJ Financial Advisors, Ltd. | 68 | $5.88K | $291 | Added$291 |
| Minot DeBlois Advisors LLC | 65 | $5.61K | $263 | Added$263 |
| Evergreen Advisors, LLC | 63 | $5.47K | — | New |
| Clearstead Trust, LLC | 63 | $5.45K | $254 | Added$254 |
| Physician Wealth Advisors, Inc. | 50 | $4.33K | $202 | Added$202 |
| Vermillion Wealth Management, Inc. | 45 | $3.89K | $181 | Added$181 |
| Operose Advisors LLC | 36 | $3.12K | — | New |
| Russell Investments Group, Ltd. | 27 | $2.32K | $108 | Cut−$1.29K |
| ASSETMARK, INC | 26 | $2.25K | — | New |
| WOLFF WIESE MAGANA LLC | 25 | $2.16K | $101 | Added$101 |
| GILL CAPITAL PARTNERS, LLC | 24 | $2.12K | — | New |
| Sound Income Strategies, LLC | 23 | $2.02K | −$45 | Cut−$45 |
| Key Capital Management, INC | 22 | $1.9K | $77 | Added$336 |
| Cambridge Investment Research Advisors, Inc. | 17.7K | $1.53K | $67 | Added$169 |
| EVERMAY WEALTH MANAGEMENT LLC | 12 | $1.04K | $49 | Added$49 |
| Central Pacific Bank - Trust Division | 12 | $1.04K | $48 | Added$48 |
| NATIONAL BANK OF CANADA /FI/ | 9 | $779 | — | New |
| CENTAURUS FINANCIAL, INC. | 8.1K | $700 | $29 | Added$90 |
| TD Waterhouse Canada Inc. | 6 | $525 | — | New |
| Janney Montgomery Scott LLC | 4.54K | $392 | $18 | Cut−$31 |
| Betterment LLC | 3.83K | $331 | $15 | Added$9 |
| Root Financial Partners, LLC | 2 | $174 | $9 | Added$9 |
| CX Institutional | 1.46K | $126 | $5 | Added$23 |
| Raleigh Capital Management Inc. | 1 | $49 | $2 | Added$2 |