| Fidelity | 8.95M | $578M | −$19.3M | Cut−$94.8M |
| COMMONWEALTH EQUITY SERVICES, LLC | 712.8K | $46M | −$1.54M | Cut−$1.46M |
| ENVESTNET ASSET MANAGEMENT INC | 524.5K | $33.9M | −$1.09M | Added$185.1K |
| LPL Financial LLC | 417.7K | $27M | −$872.9K | Added$4.64K |
| Campbell Deegan Wealth Management, LLC | 330.8K | $21.4M | −$713.6K | Cut−$683.4K |
| BANK OF AMERICA CORP /DE/ | 302.5K | $19.5M | −$653.4K | Cut−$1.86M |
| Cetera Investment Advisers | 256.5K | $16.6M | −$520.9K | Added$469.6K |
| Cerity Partners LLC | 201.8K | $13M | −$14.8K | Added$12.6M |
| Kestra Advisory Services, LLC | 200.5K | $12.9M | −$433K | Cut−$3.38M |
| AE Wealth Management LLC | 193.1K | $12.5M | −$253.1K | Added$4.65M |
| SEGALL BRYANT & HAMILL, LLC | 192.2K | $12.4M | −$415.3K | Cut−$1.18M |
| SYKON CAPITAL LLC | 183.6K | $11.9M | −$379K | Added$147.3K |
| MORGAN STANLEY | 146.9K | $9.49M | −$250.9K | Added$1.73M |
| RAYMOND JAMES FINANCIAL INC | 146.7K | $9.48M | −$305.6K | Added$31.1K |
| FIRST TRUST ADVISORS LP | 123.2K | $7.96M | — | New |
| ROYAL BANK OF CANADA | 118.6K | $7.66M | −$256K | Cut−$2.7M |
| Lido Advisors, LLC | 109.3K | $7.06M | −$140K | Cut−$573K |
| Ameritas Advisory Services, LLC | 106.6K | $6.89M | −$230.4K | Cut−$494.5K |
| GFG Capital, LLC | 104.1K | $6.72M | −$224.8K | Cut−$957.4K |
| Mechanics Bank Trust Department | 84.1K | $5.43M | −$171.6K | Added$128.9K |
| OSAIC HOLDINGS, INC. | 82.5K | $5.33M | −$177.8K | Cut−$3.36M |
| EXENCIAL WEALTH ADVISORS, LLC | 76.3K | $4.93M | −$164.7K | Cut−$363K |
| Abundance Wealth Counselors | 62.7K | $4.05M | −$135.4K | Cut−$192.8K |
| STIFEL FINANCIAL CORP | 59.2K | $3.82M | −$124.3K | Cut−$17.6K |
| Weaver Consulting Group | 43.1K | $2.78M | −$93.1K | Cut−$98.1K |
| GOLDMAN SACHS GROUP INC | 38.4K | $2.48M | −$41.8K | Added$1.19M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 36.7K | $2.37M | −$50.4K | Added$813.3K |
| JPMORGAN CHASE & CO | 34.7K | $2.2M | −$107.9K | Cut−$46.6K |
| Advisors Capital Management, LLC | 32.6K | $2.11M | −$70.5K | Cut−$236.3K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 31.8K | $2.05M | −$66.6K | Cut−$1.83K |
| Strategic Blueprint, LLC | 26K | $1.68M | −$54.8K | Cut−$16.9K |
| JANE STREET GROUP, LLC | 24.6K | $1.59M | −$53.2K | Cut−$1.08M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 23.1K | $1.49M | −$49.9K | Cut−$81.3K |
| Tempus Wealth Planning, LLC | 22.1K | $1.43M | −$47.7K | Cut−$288K |
| Argent Trust Co | 22K | $1.42M | −$47.5K | Cut−$47.5K |
| Rehmann Capital Advisory Group | 20.9K | $1.35M | −$45.2K | Cut−$53.2K |
| Rockefeller Capital Management L.P. | 20.5K | $1.32M | −$44.3K | Cut−$369.6K |
| Hershey Financial Advisers, LLC | 18.7K | $1.21M | — | New |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 16.3K | $1.05M | −$35K | Cut−$31K |
| Envestnet Portfolio Solutions, Inc. | 14.9K | $961.1K | −$30.6K | Added$14.9K |
| Roxbury Financial LLC | 14.7K | $951.9K | −$30.4K | Added$12.6K |
| Asset Allocation Strategies LLC | 14.2K | $919.2K | −$30.8K | Cut−$152.2K |
| Security Financial Services, INC. | 14.1K | $910.8K | −$28K | Added$46.8K |
| Pallas Capital Advisors LLC | 14K | $901.5K | −$30.2K | Cut−$79.3K |
| Smart Money Group LLC | 13.6K | $880.3K | −$29.4K | Cut−$168.5K |
| GREAT VALLEY ADVISOR GROUP, INC. | 11.8K | $763.5K | −$26K | Cut−$26K |
| Integrated Advisors Network LLC | 11.7K | $758.8K | −$25.4K | Cut−$91K |
| Creative Planning | 11.1K | $719.3K | −$21.3K | Added$62.2K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 10.6K | $694K | −$23.7K | Cut−$376.4K |
| Corient Private Wealth LLC | 10.5K | $680.9K | −$27.7K | Cut−$13.7M |
| Focus Partners Advisor Solutions, LLC | 10.4K | $671.5K | −$22.5K | Cut−$24.1K |
| Cullen/Frost Bankers, Inc. | 10.3K | $665K | −$20.7K | Added$25.1K |
| CWM, LLC | 9.79K | $632K | $367.3K | Added$631.6K |
| Avidian Wealth Enterprises, LLC | 9.78K | $631.9K | −$20.6K | Cut−$4.26K |
| Westside Investment Management, Inc. | 9.69K | $625.6K | −$20.9K | Cut−$33.6K |
| Advisory Services Network, LLC | 9.65K | $623.4K | −$20.8K | Cut−$83.7K |
| Sigma Planning Corp | 9.58K | $618.6K | −$19.4K | Added$19.4K |
| Steward Partners Investment Advisory, LLC | 8.52K | $550K | −$16.8K | Added$30.5K |
| CARY STREET PARTNERS FINANCIAL LLC | 8.48K | $548K | −$18.3K | Cut−$26.5K |
| Brookstone Capital Management | 8.42K | $543.6K | −$18.2K | Cut−$28.5K |
| Buttonwood Financial Group, LLC | 8.4K | $542.4K | −$25.1K | Added$8.59K |
| Integrated Wealth Concepts LLC | 8.19K | $528.8K | −$17.6K | Cut−$16.6K |
| WESTBOURNE INVESTMENTS, INC. | 7.29K | $470.7K | −$13.7K | Added$47.6K |
| Strategic Advocates LLC | 7.23K | $466.9K | −$19.2K | Cut−$65.5K |
| Savvy Advisors, Inc. | 7.06K | $456.1K | −$13.8K | Added$30.4K |
| Bank of New York Mellon Corp | 6.86K | $443.1K | −$13.7K | Added$22.8K |
| Mariner, LLC | 6.66K | $430.3K | −$14.4K | Cut−$95.2K |
| Cresset Asset Management, LLC | 6.3K | $407.2K | −$13.6K | Cut−$13.6K |
| Stonebridge Financial Planning Group, LLC | 6.25K | $403.7K | −$13.5K | Cut−$13.5K |
| Unified Investment Management | 6.15K | $397.2K | −$13.3K | Cut−$13.3K |
| CAPTRUST FINANCIAL ADVISORS | 6.07K | $391.8K | — | New |
| MERCER GLOBAL ADVISORS INC /ADV | 6.03K | $389.2K | −$13K | Cut−$98.7K |
| Snider Financial Group | 5.76K | $372K | −$12.4K | Cut−$12.4K |
| Valley Financial Group, Inc. | 5.56K | $359K | −$12K | Cut−$28.3K |
| UBS Group AG | 5.53K | $356.9K | −$7.02K | Added$139.9K |
| Samalin Investment Counsel, LLC | 5.52K | $356.3K | −$11.9K | Cut−$11.7K |
| RFG Advisory, LLC | 5.48K | $354K | — | New |
| KINGSWOOD WEALTH ADVISORS, LLC | 5.38K | $347.7K | −$11.4K | Cut−$2.96K |
| Sovereign Financial Group, Inc. | 5.11K | $330.2K | −$11K | Cut−$9.59K |
| Almanack Investment Partners, LLC. | 4.86K | $313.9K | −$10.1K | Added$2.85K |
| MML INVESTORS SERVICES, LLC | 4.78K | $308.9K | −$10K | Cut−$1.04K |
| ARS Wealth Advisors Group, LLC | 4.78K | $308.4K | −$10.3K | Cut−$9.03K |
| Equitable Holdings, Inc. | 4.57K | $305K | $0 | Added$22K |
| Ascent Group, LLC | 4.68K | $302.3K | −$9.93K | Cut−$4.64K |
| World Investment Advisors | 4.59K | $296.2K | −$9.91K | Cut−$9.91K |
| JOHNSON INVESTMENT COUNSEL INC | 4.52K | $291.7K | −$9.75K | Cut−$9.89K |
| CITIZENS FINANCIAL GROUP INC/RI | 4.5K | $290.5K | −$9.71K | Cut−$9.71K |
| Farther Finance Advisors, LLC | 4.17K | $270.5K | −$7.68K | Cut−$123.3K |
| Private Advisor Group, LLC | 4.15K | $268.2K | −$8.93K | Cut−$46.8K |
| Independent Advisor Alliance | 4.12K | $265.8K | — | New |
| HARBOUR INVESTMENTS, INC. | 3.86K | $249.1K | −$178 | Added$243.6K |
| JB Capital LLC | 3.62K | $233.9K | −$7.8K | Cut−$7.09K |
| Aviance Capital Partners, LLC | 3.55K | $229K | −$7.66K | Cut−$7.66K |
| AMG National Trust Bank | 3.54K | $228.8K | −$7.61K | Cut−$7.03K |
| GDS Wealth Management | 3.51K | $226.5K | — | New |
| Sovran Advisors, LLC | 3.12K | $215.8K | $4.46K | Added$4.46K |
| Aptus Capital Advisors, LLC | 3.3K | $213.4K | −$7.12K | Cut−$6.6K |
| IFP Advisors, Inc | 3.29K | $212.6K | −$7.05K | Cut−$5.17K |
| RMR Wealth Builders | 3.22K | $208.3K | — | New |
| INTEGRITY ALLIANCE, LLC. | 3.22K | $207.9K | — | New |
| TRUIST FINANCIAL CORP | 3.11K | $200.8K | −$6.72K | Cut−$14.1K |
| Darwin Wealth Management, LLC | 3.1K | $199.9K | −$6.64K | Cut−$5.8K |
| Larson Financial Group LLC | 3.09K | $199.4K | −$6.63K | Cut−$5.79K |
| Provident Wealth Management, LLC | 2.89K | $186.4K | −$6.23K | Cut−$6.23K |
| Arax Advisory Partners | 2.49K | $160.8K | −$5.38K | Cut−$7.79K |
| Key Financial Inc | 2.43K | $156.8K | −$5.24K | Cut−$5.24K |
| Clarity Asset Management, Inc. | 2.25K | $145.5K | −$4.87K | Cut−$4.22K |
| Allworth Financial LP | 2.06K | $132.8K | −$1.14K | Added$96.8K |
| Sunbelt Securities, Inc. | 2.03K | $130.9K | −$4.39K | Cut−$5.73K |
| Destiny Wealth Partners, LLC | 1.9K | $123K | −$6.74K | Cut−$229.2K |
| NewEdge Advisors, LLC | 116K | $117.5K | −$7.63M | Cut−$8.27M |
| BlackRock, Inc. | 1.56K | $100.9K | — | New |
| WELLS FARGO & COMPANY/MN | 1.2K | $77.6K | −$2.65K | Cut−$67.5K |
| Private Wealth Asset Management, LLC | 1.05K | $67.8K | −$2.27K | Cut−$2.27K |
| Ameritas Investment Partners, Inc. | 1K | $64.9K | −$2.16K | Cut−$98K |
| MTM Investment Management, LLC | 919 | $59.4K | −$1.98K | Cut−$1.99K |
| Truvestments Capital LLC | 800 | $51.7K | −$1.73K | Cut−$1.73K |
| Parallel Advisors, LLC | 688 | $44.4K | −$1.49K | Cut−$1.49K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 684 | $44.2K | −$333 | Added$33.9K |
| FIFTH THIRD BANCORP | 658 | $42.5K | −$570 | Added$24.9K |
| MAI Capital Management | 613 | $39.6K | −$1.32K | Cut−$1.32K |
| Abound Wealth Management | 529 | $34.2K | −$1.14K | Cut−$1.14K |
| Ankerstar Wealth, LLC | 475 | $30.7K | −$1.03K | Cut−$1.03K |
| Legacy Wealth Managment, LLC/ID | 469 | $30.3K | −$1.01K | Cut−$1.01K |
| TWIN PEAKS WEALTH ADVISORS, LLC | 393 | $25.4K | — | New |
| VANGUARD ADVISERS INC | 391 | $25.3K | — | Held |
| Wilmington Savings Fund Society, FSB | 360 | $23.3K | −$778 | Cut−$778 |
| Western Wealth Management, LLC | 355 | $22.9K | — | New |
| EverSource Wealth Advisors, LLC | 329 | $21.2K | −$608 | Added$2.69K |
| Atlantic Union Bankshares Corp | 291 | $18.8K | −$629 | Cut−$629 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 283 | $18.3K | −$184 | Added$13.1K |
| GAMMA Investing LLC | 268 | $17.3K | −$415 | Added$4.49K |
| Russell Investments Group, Ltd. | 233 | $15K | −$366 | Added$3.77K |
| ASSETMARK, INC | 177 | $11.4K | −$414 | Cut−$681 |
| SHP Wealth Management | 172 | $11.1K | −$372 | Cut−$372 |
| PNC Financial Services Group, Inc. | 150 | $9.69K | −$343 | Cut−$214 |
| JONES FINANCIAL COMPANIES LLLP | 149 | $9.46K | — | New |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 108 | $6.97K | −$234 | Cut−$234 |
| AdvisorNet Financial, Inc | 106 | $6.85K | −$229 | Cut−$229 |
| Root Financial Partners, LLC | 102 | $6.59K | — | New |
| Spire Wealth Management | 101 | $6.54K | −$197 | Cut−$197 |
| NVWM, LLC | 95 | $6.14K | −$205 | Cut−$1.3M |
| BANK OF MONTREAL /CAN/ | 73 | $4.69K | −$137 | Added$377 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 42 | $2.71K | −$91 | Cut−$91 |
| Bell Investment Advisors, Inc | 39 | $2.52K | −$84 | Cut−$84 |
| Cambridge Investment Research Advisors, Inc. | 38.1K | $2.46K | −$82 | Cut−$172 |
| Johnson Financial Group, Inc. | 35 | $2.26K | −$76 | Cut−$76 |
| Physician Wealth Advisors, Inc. | 34 | $2.17K | −$64 | Cut−$64 |
| Capital Analysts, LLC | 32.2K | $2.08K | −$69 | Cut−$173 |
| BAYBAN | 30 | $1.94K | −$65 | Cut−$65 |
| Sound Income Strategies, LLC | 26 | $1.71K | −$29 | Added$760 |
| JPL Wealth Management, LLC | 23 | $1.51K | — | New |
| Mosley Wealth Management | 22 | $1.45K | — | New |
| BLAIR WILLIAM & CO/IL | 18 | $1.17K | −$39 | Cut−$39 |
| Rachor Investment Advisory Services, LLC | 13 | $844 | — | New |
| Triumph Capital Management | 8 | $517 | −$17 | Cut−$17 |
| Smartleaf Asset Management LLC | 8 | $508 | −$30 | Cut−$30 |
| Betterment LLC | 7.72K | $499 | −$15 | Added$28 |
| Networth Advisors, LLC | 2 | $129 | −$5 | Cut−$5 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 1 | $66 | — | New |
| Blue Trust, Inc. | 1 | $60 | — | New |
| Capital Advisors, Ltd. LLC | 245 | $16 | $0 | Held |