| Fidelity | 7.06M | $512.8M | −$16.6M | Added$93M |
| ENVESTNET ASSET MANAGEMENT INC | 1.32M | $96.1M | −$3.67M | Added$3.22M |
| Orgel Wealth Management, LLC | 900.1K | $65.3M | −$2.69M | Cut−$3.41M |
| Kestra Advisory Services, LLC | 899.8K | $65.3M | −$2.01M | Added$14.4M |
| High Probability Advisors, LLC | 326.7K | $23.7M | −$925K | Added$334.6K |
| JPMORGAN CHASE & CO | 262K | $18.5M | −$1.2M | Cut−$209.7K |
| Great Lakes Retirement, Inc. | 244.8K | $17.8M | −$724.3K | Cut−$537.4K |
| SMITH CHAS P & ASSOCIATES PA CPAS | 180.3K | $13.1M | −$537.9K | Cut−$508.7K |
| Cetera Investment Advisers | 171.1K | $12.4M | −$497.9K | Cut−$160.7K |
| BEACON FINANCIAL GROUP | 139.8K | $10.1M | −$417.9K | Cut−$677.4K |
| RAYMOND JAMES FINANCIAL INC | 129K | $9.36M | −$166.5K | Added$5.15M |
| COMMONWEALTH EQUITY SERVICES, LLC | 123.5K | $8.96M | −$369.2K | Cut−$2.34M |
| SAGESPRING WEALTH PARTNERS, LLC | 114.5K | $8.32M | −$342.5K | Cut−$717.3K |
| LPL Financial LLC | 109.2K | $7.93M | −$257.5K | Added$1.42M |
| PRINCIPAL SECURITIES, INC. | 81.4K | $5.91M | −$243.4K | Cut−$2.35M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 78.2K | $5.68M | −$233.4K | Cut−$224.4K |
| Sunbelt Securities, Inc. | 72.2K | $5.24M | −$215.8K | Cut−$3.06M |
| MORGAN STANLEY | 67.8K | $4.92M | −$198K | Cut−$86K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 65.7K | $4.77M | −$188.4K | Added$5.48K |
| OSAIC HOLDINGS, INC. | 64.1K | $4.66M | −$192.7K | Cut−$4.86M |
| Rockefeller Capital Management L.P. | 63.5K | $4.61M | −$136K | Added$1.17M |
| Keystone Wealth Services, LLC | 51.7K | $3.76M | −$153.9K | Cut−$135.6K |
| OmniStar Financial Group, Inc. | 49.8K | $3.61M | −$67.5K | Added$1.91M |
| BANK OF AMERICA CORP /DE/ | 47.8K | $3.47M | −$143K | Cut−$420.1K |
| Citadel | 44.9K | $3.26M | — | New |
| Madden Advisory Services, Inc. | 42.3K | $3.07M | −$97K | Added$616.7K |
| Allworth Financial LP | 38.6K | $2.8M | −$113.4K | Cut−$65.5K |
| Fullerton Advisors, LLC | 36.7K | $2.66M | −$109.7K | Cut−$672.1K |
| Cerity Partners LLC | 36.5K | $2.65M | −$108.5K | Cut−$97.1K |
| UNIQUE WEALTH, LLC | 36.4K | $2.64M | −$108.8K | Cut−$628.8K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 33.5K | $2.43M | −$81.1K | Added$380.6K |
| JANE STREET GROUP, LLC | 32.8K | $2.38M | — | New |
| Centerline Wealth Advisors, LLC | 32.7K | $2.37M | −$12.7K | Added$2.05M |
| Quotient Wealth Partners, LLC | 27.6K | $2M | −$82.4K | Cut−$693.6K |
| Biondo Investment Advisors, LLC | 25.5K | $1.85M | −$75.9K | Cut−$68.2K |
| SILVER OAK SECURITIES, INCORPORATED | 25.2K | $1.83M | −$90.2K | Cut−$216.2K |
| Valmark Advisers, Inc. | 24.9K | $1.81M | −$59.7K | Added$300.2K |
| Strategic Blueprint, LLC | 23.7K | $1.72M | −$69.1K | Cut−$24.1K |
| PKS Advisory Services, LLC | 20.6K | $1.49M | −$59.9K | Cut−$19.3K |
| Lido Advisors, LLC | 18.9K | $1.37M | −$40.1K | Cut−$65K |
| Prime Capital Investment Advisors, LLC | 18.7K | $1.35M | −$47.4K | Added$155.4K |
| Envestnet Portfolio Solutions, Inc. | 18.1K | $1.32M | −$51.1K | Added$25.3K |
| Independent Advisor Alliance | 17.3K | $1.25M | −$51.2K | Cut−$39.8K |
| AE Wealth Management LLC | 16.5K | $1.2M | −$42.2K | Added$133.1K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 16.1K | $1.18M | −$54K | Cut−$1.71M |
| FIRST TRUST ADVISORS LP | 16.1K | $1.17M | −$48.3K | Cut−$106K |
| Mariner, LLC | 16.1K | $1.17M | −$47.6K | Cut−$37.8K |
| Sovran Advisors, LLC | 14.5K | $1.14M | — | New |
| IFP Advisors, Inc | 14.7K | $1.07M | −$27.3K | Added$379K |
| Breakwater Capital Group | 12.8K | $932.3K | −$31.1K | Added$145.3K |
| Hobbs Group Advisors, LLC | 11.6K | $843.3K | −$34.7K | Cut−$34.3K |
| TD Waterhouse Canada Inc. | 11K | $800K | −$28.9K | Cut−$11.4K |
| Savvy Advisors, Inc. | 10.9K | $788.9K | −$32.4K | Cut−$29.8K |
| MERCER GLOBAL ADVISORS INC /ADV | 10.7K | $774.9K | −$21.9K | Added$223.6K |
| Flavin Financial Services, Inc. | 10.4K | $758.4K | −$31K | Cut−$26.4K |
| Glen Eagle Advisors, LLC | 8.69K | $631K | −$25.9K | Cut−$71.4K |
| ALTFEST L J & CO INC | 8.24K | $598.2K | −$24.6K | Cut−$42.5K |
| Cullen/Frost Bankers, Inc. | 8.19K | $594.9K | −$22.6K | Added$23.7K |
| CRA Financial Services, LLC | 8.15K | $591.7K | −$24.4K | Cut−$28.1K |
| AssuredPartners Investment Advisors, LLC | 7.87K | $578.6K | −$16.1K | Cut−$16.1K |
| Atlas Brown,Inc. | 7.8K | $566.2K | −$22.4K | Cut−$192 |
| HighTower Advisors, LLC | 7.47K | $542.2K | −$22.3K | Cut−$47.3K |
| &PARTNERS | 12.3K | $527.1K | −$35K | Added$70.4K |
| OpenArc Corporate Advisory, LLC | 7.24K | $525.3K | — | New |
| Stone House Investment Management, LLC | 7.11K | $516.3K | −$20.1K | Added$7.33K |
| Farther Finance Advisors, LLC | 6.9K | $503.4K | −$17.9K | Cut−$81.5K |
| Sigma Planning Corp | 6.63K | $481.1K | −$19.8K | Cut−$62.4K |
| World Investment Advisors | 6.63K | $481K | −$18K | Added$25.5K |
| RCS Financial Planning, LLC | 6.07K | $440.5K | — | New |
| Mutual Advisors, LLC | 5.92K | $429.4K | −$17.4K | Cut−$9.92K |
| UBS Group AG | 5.52K | $401K | — | New |
| Creative Planning | 5.37K | $390.1K | −$12.1K | Added$83.6K |
| Almanack Investment Partners, LLC. | 4.87K | $353.3K | −$14.5K | Cut−$14.2K |
| RWA WEALTH PARTNERS, LLC | 4.81K | $349.1K | −$14.4K | Cut−$22.2K |
| Cyndeo Wealth Partners, LLC | 4.76K | $345.7K | −$14.2K | Cut−$89.5K |
| BANK OF MONTREAL /CAN/ | 4.48K | $325.4K | −$11.7K | Added$29.5K |
| Beverly Hills Private Wealth, LLC | 4.38K | $318.2K | −$13.1K | Cut−$13.1K |
| CANANDAIGUA NATIONAL CORP | 4.3K | $311.9K | — | Held |
| MV CAPITAL MANAGEMENT, INC. | 4.21K | $305.6K | −$12.6K | Cut−$12.6K |
| Beaumont Financial Advisors, LLC | 4.11K | $298.6K | −$12.1K | Cut−$7.8K |
| Ascent Group, LLC | 4.04K | $293.7K | −$12.1K | Cut−$14.7K |
| Bryant Woods Investment Advisors, LLC | 3.81K | $276.6K | — | New |
| Weaver Consulting Group | 3.76K | $272.8K | −$11.2K | Cut−$11.2K |
| Icahn Capital | 3.74K | $271.7K | −$11.2K | Cut−$29.6K |
| TD Capital Management LLC | 3.7K | $268.6K | −$11.1K | Cut−$10.1K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 3.62K | $262.4K | −$5.83K | Added$115K |
| FWL INVESTMENT MANAGEMENT, LLC | 3.55K | $257.7K | −$10.6K | Cut−$20.4K |
| True Wealth Design, LLC | 3.5K | $253.8K | −$10.5K | Cut−$10.5K |
| Hurlow Wealth Management Group, Inc. | 3.49K | $253.2K | −$10.4K | Cut−$10.4K |
| Colony Family Offices, LLC | 3.45K | $250.5K | −$10.3K | Cut−$11.8K |
| Cornerstone Wealth Group, LLC | 3.09K | $238.9K | $5.28K | Added$5.29K |
| Rehmann Capital Advisory Group | 3.24K | $235.4K | −$9.7K | Cut−$9.48K |
| Regal Investment Advisors LLC | 3.24K | $234.9K | — | New |
| SWEENEY & MICHEL, LLC | 3.05K | $231.4K | −$4.22K | Cut−$3.69K |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 3.1K | $225.2K | −$9.28K | Cut−$4.28K |
| JOHNSON INVESTMENT COUNSEL INC | 2.99K | $217.1K | −$8.94K | Cut−$18.8K |
| Integrated Advisors Network LLC | 2.99K | $217K | −$8.94K | Cut−$12.8K |
| FORONJY FINANCIAL LLC | 2.95K | $213.9K | −$8.76K | Cut−$7.96K |
| CFO4Life Group, LLC | 2.81K | $204.1K | −$8.37K | Cut−$7.64K |
| Avise Financial Cooperative, Inc. | 2.8K | $203.3K | −$8.37K | Cut−$8.37K |
| ROYAL BANK OF CANADA | 2.78K | $202K | −$7.2K | Added$14K |
| Capital Investment Counsel, Inc | 2.57K | $186.6K | −$7.68K | Cut−$7.68K |
| IFG Advisory, LLC | 1.93K | $140.3K | — | New |
| PNC Financial Services Group, Inc. | 1.51K | $109.5K | −$4.51K | Cut−$126.7K |
| VANGUARD ADVISERS INC | 1.3K | $94.5K | — | Held |
| TWIN PEAKS WEALTH ADVISORS, LLC | 971 | $70.5K | — | New |
| CWM, LLC | 857 | $62.2K | $6.82K | Added$62.2K |
| MAI Capital Management | 800 | $58.1K | −$2.37K | Cut−$4.94K |
| Spire Wealth Management | 660 | $47.9K | −$1.97K | Cut−$13.2K |
| Western Wealth Management, LLC | 627 | $45.5K | — | New |
| Park Place Capital Corp | 607 | $44.1K | — | New |
| Burk Holdings LLC | 600 | $43.6K | — | New |
| HARBOUR INVESTMENTS, INC. | 596 | $43.3K | — | New |
| ASSETMARK, INC | 587 | $42.6K | −$795 | Added$22.5K |
| Steward Partners Investment Advisory, LLC | 531 | $38.6K | −$1.59K | Cut−$5.67K |
| Clarity Asset Management, Inc. | 530 | $38.5K | −$1.59K | Cut−$1.44K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 516 | $37.5K | −$1.31K | Added$4.28K |
| BFSG, LLC | 427 | $31K | −$1.27K | Cut−$1.2K |
| Qube Research & Technologies Ltd | 416 | $30.2K | −$1.24K | Cut−$11.1K |
| Plante Moran Financial Advisors, LLC | 409 | $29.7K | −$1.22K | Cut−$1.22K |
| CNB Bank | 375 | $27.2K | −$1.12K | Cut−$1.12K |
| NewEdge Advisors, LLC | 26.2K | $26.9K | −$1.95M | Cut−$2.05M |
| Russell Investments Group, Ltd. | 329 | $23.9K | −$820 | Added$3.17K |
| Bogart Wealth, LLC | 283 | $20.5K | −$846 | Cut−$846 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 274 | $19.9K | −$821 | Cut−$821 |
| Hughes Financial Services, LLC | 258 | $18.7K | — | New |
| BAYBAN | 232 | $16.8K | −$694 | Cut−$694 |
| Advisory Services Network, LLC | 219 | $15.9K | — | New |
| Blue Trust, Inc. | 201 | $14.6K | −$601 | Cut−$3.17K |
| WELLS FARGO & COMPANY/MN | 144 | $10.5K | −$437 | Cut−$14K |
| Golden State Wealth Management, LLC | 121 | $8.79K | −$361 | Cut−$361 |
| TFC Financial Management, Inc. | 107 | $7.77K | — | New |
| HOWE & RUSLING INC | 99 | $7.15K | −$340 | Cut−$268 |
| Tidemark, LLC | 64 | $4.66K | — | New |
| Johnson Financial Group, Inc. | 54 | $3.92K | −$161 | Cut−$161 |
| Parallel Advisors, LLC | 53 | $3.85K | −$158 | Cut−$158 |
| EASTERN BANK | 49 | $3.56K | −$147 | Cut−$147 |
| Rachor Investment Advisory Services, LLC | 42 | $3.05K | — | New |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 29 | $2.1K | — | New |
| LRI Investments, LLC | 26 | $1.89K | −$77 | Cut−$77 |
| JPL Wealth Management, LLC | 24 | $1.74K | — | New |
| Cambridge Investment Research Advisors, Inc. | 23.4K | $1.7K | −$70 | Cut−$330 |
| Sound Income Strategies, LLC | 17 | $1.24K | −$63 | Cut−$63 |
| MATHER GROUP, LLC. | 14 | $1.02K | — | New |
| Rossby Financial, LCC | 3 | $219 | −$8 | Cut−$8 |
| HRT FINANCIAL LP | 2.77K | $200 | — | New |
| CENTAURUS FINANCIAL, INC. | 1.82K | $132 | −$6 | Cut−$15 |
| HANTZ FINANCIAL SERVICES, INC. | 21 | $2 | $0 | Held |