| Fidelity | 3.06M | $244.8M | −$8.14M | Added$67.7M |
| ENVESTNET ASSET MANAGEMENT INC | 1.41M | $113.3M | −$5.09M | Added$2.7M |
| Kestra Advisory Services, LLC | 209.6K | $16.8M | −$226K | Added$11.9M |
| Cetera Investment Advisers | 205.7K | $16.5M | −$752.9K | Added$96.4K |
| RAYMOND JAMES FINANCIAL INC | 170.9K | $13.7M | −$547.9K | Added$1.77M |
| Portfolio Strategies, Inc. | 151.1K | $12.1M | −$575.3K | Cut−$816.8K |
| LPL Financial LLC | 145.2K | $11.6M | −$412.3K | Added$2.67M |
| Great Lakes Retirement, Inc. | 137.8K | $11M | −$531.7K | Cut−$8.21M |
| First Heartland Consultants, Inc. | 93.1K | $7.46M | — | New |
| COMMONWEALTH EQUITY SERVICES, LLC | 87.2K | $6.98M | −$321.7K | Cut−$14.2K |
| JPMORGAN CHASE & CO | 89K | $6.86M | −$187.6K | Added$4.58M |
| Marks Group Wealth Management, Inc | 85.1K | $6.82M | −$19.9K | Added$6.38M |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 71K | $5.69M | −$270.6K | Cut−$198.9K |
| GOLDMAN SACHS GROUP INC | 63K | $5.04M | −$14.5K | Added$4.73M |
| Cerity Partners LLC | 57K | $4.57M | −$219.4K | Cut−$204K |
| ROYAL BANK OF CANADA | 43.5K | $3.49M | −$59K | Added$2.21M |
| Rockefeller Capital Management L.P. | 43.1K | $3.46M | −$94.2K | Added$1.41M |
| Atria Investments, Inc | 37.4K | $3M | — | New |
| Strategic Blueprint, LLC | 33.7K | $2.7M | −$126.7K | Cut−$55.5K |
| PRINCIPAL SECURITIES, INC. | 31.6K | $2.53M | — | New |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 29.6K | $2.37M | −$67.7K | Added$902.5K |
| OSAIC HOLDINGS, INC. | 27K | $2.16M | −$104.4K | Cut−$1.08M |
| BANK OF AMERICA CORP /DE/ | 25.3K | $2.03M | −$97.7K | Cut−$300.9K |
| MORGAN STANLEY | 25.1K | $2.01M | −$88.2K | Added$97K |
| Envestnet Portfolio Solutions, Inc. | 22.6K | $1.81M | −$80.7K | Added$55.7K |
| Rehmann Capital Advisory Group | 17.2K | $1.37M | −$66.3K | Cut−$66.2K |
| &PARTNERS | 16.8K | $1.31M | −$56.1K | Added$537.3K |
| JANE STREET GROUP, LLC | 16.1K | $1.29M | — | New |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 14.4K | $1.17M | −$80.9K | Cut−$510.2K |
| Nova Wealth Management, Inc. | 14.2K | $1.14M | −$50.7K | Added$37.4K |
| AE Wealth Management LLC | 13.5K | $1.08M | −$41.7K | Added$175.1K |
| Bryant Woods Investment Advisors, LLC | 11.9K | $955.5K | −$46K | Cut−$45.1K |
| TWO SIGMA INVESTMENTS, LP | 10.9K | $873.1K | — | New |
| Cullen/Frost Bankers, Inc. | 10.3K | $828.6K | −$36.8K | Added$27.6K |
| Farther Finance Advisors, LLC | 10K | $810.2K | −$12.1K | Added$469.7K |
| Valmark Advisers, Inc. | 9.91K | $794.1K | −$19.5K | Added$370.4K |
| RCS Financial Planning, LLC | 8.89K | $712.1K | — | New |
| Integrated Wealth Concepts LLC | 8.16K | $653.7K | — | New |
| Keystone Wealth Services, LLC | 7.46K | $597.5K | −$28.5K | Cut−$21.7K |
| Orgel Wealth Management, LLC | 7.45K | $596.6K | −$28.7K | Cut−$155.8K |
| SAX WEALTH ADVISORS, LLC | 6.81K | $571.9K | $0 | Held |
| Mosley Wealth Management | 6.81K | $566.1K | −$2.72K | Cut−$51.9K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 7.05K | $564.6K | −$25K | Added$21.4K |
| Stonehearth Capital Management, LLC | 6.98K | $559.1K | −$26.9K | Cut−$26.9K |
| Equitable Holdings, Inc. | 6.64K | $557.2K | $1 | Added$106.2K |
| Inscription Capital, LLC | 6.61K | $529.4K | −$25.5K | Cut−$25.5K |
| CALTON & ASSOCIATES, INC. | 6.58K | $527.1K | −$18.7K | Added$120.1K |
| Worth Asset Management, LLC | 6.44K | $515.9K | — | New |
| World Investment Advisors | 5.85K | $468.7K | −$22.6K | Cut−$25.4K |
| WESTBOURNE INVESTMENTS, INC. | 4.91K | $393.5K | −$19K | Cut−$37.9K |
| Ascent Group, LLC | 4.73K | $378.9K | −$18.3K | Cut−$28.9K |
| Darwin Wealth Management, LLC | 4.33K | $347.3K | −$16.7K | Cut−$16.4K |
| Mariner, LLC | 4.25K | $340.5K | −$16.4K | Cut−$18.8K |
| AssuredPartners Investment Advisors, LLC | 4.17K | $339K | −$11K | Cut−$11K |
| Linscomb Wealth, Inc. | 4K | $320.4K | −$15.4K | Cut−$15.4K |
| CWM, LLC | 3.9K | $312.4K | $50.3K | Added$312.4K |
| Sigma Planning Corp | 3.31K | $265.4K | −$12.7K | Cut−$156.1K |
| ACTION POINT FINANCIAL PLANNING, LLC | 2.99K | $239.3K | — | Held |
| ShoreHaven Wealth Partners, LLC | 2.8K | $224.1K | −$10.8K | Cut−$19.9K |
| FORONJY FINANCIAL LLC | 2.66K | $213.1K | −$10.3K | Cut−$9.81K |
| Advisory Services Network, LLC | 2.45K | $196.5K | — | New |
| Capital Investment Counsel, Inc | 2.36K | $189K | −$9.11K | Cut−$9.11K |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 2.36K | $188.7K | −$5.87K | Added$61.3K |
| Sunbelt Securities, Inc. | 1.95K | $156.3K | −$7.48K | Cut−$10.7K |
| IFP Advisors, Inc | 1.86K | $149.2K | −$5.45K | Added$30.7K |
| TWIN PEAKS WEALTH ADVISORS, LLC | 1.03K | $82.5K | — | New |
| High Point Wealth Management, LLC | 1.02K | $81.7K | −$3.97K | Cut−$3.81K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 861 | $69K | −$1.16K | Added$43.7K |
| NATIONAL BANK OF CANADA /FI/ | 843 | $67.5K | −$301 | Added$60.8K |
| Western Wealth Management, LLC | 719 | $57.6K | — | New |
| Cornerstone Planning Group LLC | 626 | $57.1K | $2.09K | Added$2.18K |
| Larson Financial Group LLC | 647 | $51.8K | −$2.34K | Added$1.03K |
| Steward Partners Investment Advisory, LLC | 635 | $50.9K | −$1.73K | Added$13.8K |
| Quest 10 Wealth Builders, Inc. | 429 | $34.4K | −$1.66K | Cut−$1.66K |
| NewEdge Advisors, LLC | 22.7K | $25.1K | −$1.88M | Cut−$2.27M |
| Russell Investments Group, Ltd. | 285 | $22.8K | −$1.1K | Cut−$2.95K |
| HARBOUR INVESTMENTS, INC. | 274 | $21.9K | −$143 | Added$18.8K |
| ASSETMARK, INC | 174 | $13.9K | −$678 | Cut−$198.7K |
| HUNTINGTON NATIONAL BANK | 164 | $13.1K | — | New |
| ROTHSCHILD INVESTMENT LLC | 164 | $13.1K | −$631 | Cut−$631 |
| Bogart Wealth, LLC | 130 | $10.4K | −$502 | Cut−$502 |
| PNC Financial Services Group, Inc. | 123 | $9.85K | — | New |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 118 | $9.44K | −$455 | Cut−$455 |
| Cambridge Investment Research Advisors, Inc. | 101.2K | $8.11K | −$373 | Cut−$12 |
| SHP Wealth Management | 67 | $5.37K | −$172 | Added$1.43K |
| FIFTH THIRD BANCORP | 62 | $4.97K | — | New |
| MAI Capital Management | 57 | $4.59K | −$222 | Cut−$222 |
| HOWE & RUSLING INC | 55 | $4.38K | — | New |
| SIGNATUREFD, LLC | 51 | $4.08K | −$197 | Cut−$197 |
| Pinnacle Wealth Planning Services, Inc. | 44 | $3.52K | −$170 | Cut−$170 |
| GAMMA Investing LLC | 41 | $3.28K | — | New |
| Spire Wealth Management | 39 | $3.12K | −$150 | Cut−$14.3K |
| Allworth Financial LP | 30 | $2.39K | −$116 | Cut−$116 |
| WELLS FARGO & COMPANY/MN | 18 | $1.44K | $27 | Added$1.39K |
| VANGUARD ADVISERS INC | 13 | $1.04K | — | Held |
| BLAIR WILLIAM & CO/IL | 6 | $504 | −$24 | Cut−$24 |