| BANK OF AMERICA CORP /DE/ | 9.17M | $541.7M | $35M | Added$39.6M |
| AE Wealth Management LLC | 1.69M | $99.8M | $5.28M | Added$24M |
| LPL Financial LLC | 845.1K | $49.9M | $2.9M | Added$8.35M |
| Lido Advisors, LLC | 570.6K | $33.7M | $1.5M | Cut−$26.4K |
| Kestra Advisory Services, LLC | 552.6K | $32.6M | $1.87M | Added$5.8M |
| OSAIC HOLDINGS, INC. | 478.4K | $28.3M | $1.84M | Cut−$11.1M |
| COMMONWEALTH EQUITY SERVICES, LLC | 410.2K | $24.2M | $1.58M | Added$1.57M |
| TRAPHAGEN INVESTMENT ADVISORS LLC | 397.3K | $23.5M | $263.6K | Added$19.7M |
| MORGAN STANLEY | 367K | $21.7M | $1.39M | Added$1.69M |
| Mariner, LLC | 364.7K | $21.5M | $1.36M | Added$2M |
| ENVESTNET ASSET MANAGEMENT INC | 346.5K | $20.5M | $1.12M | Added$4.43M |
| HighTower Advisors, LLC | 295.6K | $17.5M | $767.6K | Added$6.46M |
| AMERIPRISE FINANCIAL INC | 270.7K | $16M | $980.8K | Added$1.95M |
| Cetera Investment Advisers | 250.6K | $14.8M | $743K | Added$4.15M |
| Independence Financial Advisors, LLC | 194K | $11.5M | $747.1K | Added$412.6K |
| Apollon Wealth Management, LLC | 142K | $8.39M | $505K | Added$1.14M |
| Northside Capital Management, LLC | 139.9K | $8.27M | $463.8K | Added$1.61M |
| AGF MANAGEMENT LTD | 101.3K | $5.98M | $390K | Cut−$5.64M |
| RAYMOND JAMES FINANCIAL INC | 100.5K | $5.94M | $387.1K | Added$378.9K |
| Quadrature Capital Ltd | 97.7K | $5.77M | $376K | Added$365.3K |
| PRIMORIS WEALTH ADVISORS, LLC | 94.3K | $5.57M | $110.4K | Added$3.99M |
| SWEENEY & MICHEL, LLC | 90.6K | $5.42M | $186.9K | Added$283.5K |
| Valmark Advisers, Inc. | 91.4K | $5.4M | $350.9K | Added$365.1K |
| Conrad Siegel Investment Advisors, Inc. | 77.3K | $4.57M | $272.5K | Added$656.4K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 75.9K | $4.48M | $289.1K | Added$338.2K |
| Steward Partners Investment Advisory, LLC | 75.2K | $4.44M | $275.4K | Added$490.2K |
| Richard C. Young & CO., LTD. | 73.7K | $4.35M | $281.9K | Added$309.7K |
| Maltin Wealth Management, Inc. | 71.2K | $4.21M | $218.4K | Added$1.07M |
| KINGSWOOD WEALTH ADVISORS, LLC | 65.4K | $3.87M | $252K | Cut−$4.46M |
| UBS Group AG | 65.3K | $3.86M | $251.6K | Cut−$1.54M |
| WELLS FARGO & COMPANY/MN | 60.1K | $3.55M | $208.4K | Added$560.3K |
| LifePlan Investment Advisors, Inc. | 59.3K | $3.5M | $228.1K | Added$131.5K |
| Targeted Financial Services LLC | 57.1K | $3.37M | $184.8K | Added$723K |
| Grey Ledge Advisors, LLC | 55.8K | $3.3M | $212.1K | Added$256.9K |
| MERCER GLOBAL ADVISORS INC /ADV | 55.8K | $3.3M | $159.4K | Added$1.01M |
| Bank of New York Mellon Corp | 54.6K | $3.23M | $88.3K | Added$1.96M |
| Fidelity | 54.3K | $3.21M | $157.7K | Added$948.4K |
| Beaumont Financial Advisors, LLC | 53.4K | $3.15M | $200.9K | Added$269.4K |
| SIMON QUICK ADVISORS, LLC | 52.3K | $3.09M | $196.6K | Added$269.1K |
| Yoder Wealth Management, Inc. | 48K | $2.84M | $184.9K | Added$173.5K |
| Estate Counselors, LLC | 47.2K | $2.79M | $181.7K | Cut−$1.24M |
| Sigma Planning Corp | 43.7K | $2.58M | −$482.6K | Cut−$442.6K |
| Wealth Alliance Advisory Group, LLC | 42.5K | $2.51M | $139.2K | Added$511.9K |
| Lifeworks Advisors, LLC | 40.7K | $2.4M | $145.9K | Added$309.5K |
| Orion Porfolio Solutions, LLC | 36.6K | $2.16M | $141.1K | Cut−$283.1K |
| STIFEL FINANCIAL CORP | 36K | $2.12M | $125.8K | Added$321.4K |
| Kovitz Investment Group Partners, LLC | 33.4K | $1.97M | $128.6K | Cut−$7.46M |
| Capital Investment Advisory Services, LLC | 32.9K | $1.95M | $116K | Added$281.8K |
| High Point Wealth Management, LLC | 31.2K | $1.84M | $109.2K | Added$278.2K |
| Bellwether Advisors, LLC | 30.5K | $1.8M | — | New |
| ATLAS CAPITAL ADVISORS INC. | 28.9K | $1.71M | $88.2K | Added$443.2K |
| ROYAL BANK OF CANADA | 28.4K | $1.68M | $90.4K | Added$382K |
| TWO SIGMA INVESTMENTS, LP | 27.9K | $1.65M | — | New |
| HARBOUR INVESTMENTS, INC. | 27.3K | $1.61M | $79.8K | Added$468.3K |
| Arax Advisory Partners | 27.1K | $1.6M | $102.5K | Added$128.4K |
| MML INVESTORS SERVICES, LLC | 25.9K | $1.53M | $99.9K | Cut−$486.4K |
| Elevated Capital Advisors, LLC | 25.7K | $1.52M | $98.9K | Cut−$23.4K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 24.8K | $1.46M | $81.4K | Added$296.4K |
| Jaffetilchin Investment Partners, LLC | 24.1K | $1.42M | $92.6K | Added$59.5K |
| INVESTMENT MANAGEMENT CORP /VA/ /ADV | 23.7K | $1.4M | $88.7K | Added$125.8K |
| NewEdge Advisors, LLC | 51.2K | $1.38M | −$1.45M | Cut−$2.42M |
| NWAM LLC | 22.2K | $1.31M | $76.5K | Added$80.4K |
| INDEPENDENT FINANCIAL GROUP, LLC | 21.8K | $1.29M | $82.1K | Added$109.1K |
| Emerald Advisors, LLC | 21.7K | $1.28M | $70.3K | Added$275.9K |
| Independent Advisor Alliance | 20.3K | $1.2M | $37.4K | Added$661.6K |
| ROMAN BUTLER FULLERTON & CO | 19.5K | $1.18M | $93.5K | Added$96.6K |
| OneAscent Financial Services LLC | 19.9K | $1.17M | $73.1K | Added$126.4K |
| Farther Finance Advisors, LLC | 19.6K | $1.17M | $35.2K | Added$696.4K |
| Dynamic Advisor Solutions LLC | 19.6K | $1.16M | $72K | Added$126.3K |
| Rockefeller Capital Management L.P. | 18.5K | $1.09M | $71K | Cut−$19K |
| Prairie Wealth Advisors, Inc. | 0 | $1.01M | — | Added$82.9K |
| NBC SECURITIES, INC. | 17.2K | $1.01M | $1.48K | Added$993K |
| JONES FINANCIAL COMPANIES LLLP | 16.5K | $969.3K | $45.6K | Added$254.6K |
| Glass Jacobson Investment Advisors llc | 15.8K | $932.9K | $56.2K | Added$125.8K |
| Arkadios Wealth Advisors | 15.3K | $902.9K | $58.9K | Added$54.1K |
| LYNCH & ASSOCIATES/IN | 15K | $888.6K | $55K | Added$99.9K |
| Ameritas Advisory Services, LLC | 14.9K | $879.5K | $57.4K | Added$57.2K |
| MONEY CONCEPTS CAPITAL CORP | 14.3K | $846.6K | $28K | Added$445.1K |
| Smith Salley Wealth Management | 13.6K | $805.4K | $51.8K | Added$61.9K |
| CreativeOne Wealth, LLC | 13.6K | $802.8K | $52.3K | Cut−$122.8K |
| SYKON CAPITAL LLC | 13.2K | $780.3K | — | New |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 13K | $778.7K | $53.8K | Added$30.6K |
| BEAM WEALTH ADVISORS, INC. | 13.1K | $773.2K | $50.4K | Cut−$41.3K |
| Modern Wealth Management, LLC | 13K | $770.5K | $53.7K | Cut−$203.8K |
| Sunbelt Securities, Inc. | 13K | $769.3K | $49.9K | Added$53.4K |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 12.7K | $752.1K | $49K | Added$26K |
| Western Wealth Management, LLC | 12.4K | $733.8K | $22K | Added$418.7K |
| FINANCIAL MANAGEMENT NETWORK INC | 12K | $727.1K | $58.6K | Added$41.9K |
| PFG Advisors | 11.9K | $704.7K | $45.9K | Cut−$359.1K |
| Kovack Advisors, Inc. | 11.9K | $704.4K | — | New |
| DAYMARK WEALTH PARTNERS, LLC | 11.9K | $702.1K | $42.7K | Added$89.9K |
| JANE STREET GROUP, LLC | 11.7K | $689K | $44.9K | Cut−$179.5K |
| Merit Financial Group, LLC | 11.6K | $682.8K | — | New |
| CITIGROUP INC | 11.5K | $681K | $34.5K | Added$185.7K |
| Snowden Capital Advisors LLC | 11.5K | $676.6K | $44.1K | Added$35K |
| Mascoma Wealth Management LLC | 11.3K | $670.4K | $43.7K | Cut−$315K |
| Global Financial Private Client, LLC | 11.2K | $660.4K | $42.2K | Added$54.6K |
| AMERICAN NATIONAL BANK & TRUST | 10.9K | $642.9K | $40.1K | Added$65.6K |
| Brookstone Capital Management | 10.8K | $635.6K | $41.4K | Added$6.03K |
| FLAGSHIP HARBOR ADVISORS, LLC | 10.3K | $611.2K | $39.8K | Added$3.79K |
| CWM, LLC | 10.2K | $602.9K | $279.3K | Added$602.6K |
| VICUS CAPITAL | 10.1K | $596.9K | $38.6K | Added$43.3K |
| Demars Financial Group, LLC | 9.89K | $584.2K | $38.1K | Added$37.2K |
| Sovran Advisors, LLC | 9.67K | $583.9K | $29.4K | Added$142.4K |
| GREAT VALLEY ADVISOR GROUP, INC. | 9.74K | $575.5K | $35.7K | Added$64.6K |
| Sanctuary Advisors, LLC | 9.28K | $548.4K | $35.8K | Added$22.7K |
| AlphaCore Capital LLC | 9.24K | $545.7K | $35.5K | Added$35.7K |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 8.98K | $530.7K | $31.4K | Added$80.5K |
| Centennial Wealth Advisory LLC | 8.74K | $516.1K | $29.4K | Added$94K |
| JPMORGAN CHASE & CO | 8.67K | $512.7K | $8.46K | Added$392.7K |
| Trail Ridge Investment Advisors, LLC | 8.41K | $496.6K | $32.4K | Added$14.2K |
| Advisory Services Network, LLC | 8.29K | $489.5K | $24.3K | Added$140.6K |
| FLC Capital Advisors | 8.13K | $480.1K | $31.3K | Added$31.3K |
| STABLEFORD CAPITAL II LLC | 8.07K | $476.6K | $31.1K | Cut−$12.7K |
| Claris Financial LLC | 7.89K | $466.2K | $30.4K | Added$30.4K |
| PNC Financial Services Group, Inc. | 7.86K | $464.5K | $30.3K | Added$28.6K |
| Engineers Gate Manager LP | 7.86K | $464.3K | — | New |
| Jacobs Equity LLC | 7.76K | $458.4K | $23.2K | Added$126.2K |
| Transamerica Financial Advisors, LLC | 7.74K | $457.4K | $9.44K | Added$322.2K |
| Ellis Investment Partners, LLC | 7.52K | $444.3K | $27.6K | Added$47.8K |
| Aspetuck Financial Management LLC | 7.25K | $428K | $22.3K | Added$108.5K |
| Renaissance Technologies | 7.1K | $419.4K | — | New |
| WBH ADVISORY INC | 7K | $415.2K | $28.5K | Added$34.7K |
| Galvin, Gaustad & Stein, LLC | 7K | $413.5K | $27K | Added$26.9K |
| Rossmore Private Capital | 6.9K | $407.5K | $26.6K | Added$26.6K |
| TOUNJIAN ADVISORY PARTNERS, LLC | 6.85K | $404.4K | $22.5K | Added$82K |
| Zinnia Wealth Advisory, LLC | 6.71K | $396.7K | $25.9K | Cut−$18.8K |
| Concurrent Investment Advisors, LLC | 6.71K | $396.3K | $17.8K | Added$140.5K |
| Nova Wealth Management, Inc. | 6.4K | $378K | $16.1K | Added$147.2K |
| Ballew Advisors, Inc | 6.11K | $371.2K | $31.4K | Added$23.4K |
| Corient Private Wealth LLC | 6.3K | $370.2K | $18.9K | Added$76.1K |
| Asset One Wealth Management LLC | 6.29K | $365K | $17.7K | Added$17.7K |
| Everstar Asset Management, LLC | 6.1K | $360.3K | $23.5K | Added$23.5K |
| Creative Planning | 5.95K | $351.6K | $17.3K | Added$104K |
| Empirical Asset Management, LLC | 5.88K | $347.2K | — | New |
| BLAIR WILLIAM & CO/IL | 5.71K | $337.3K | $22K | Added$15.2K |
| Heck Capital Advisors, LLC | 5.63K | $332.8K | $21.7K | Cut−$1.21M |
| KDK Private Wealth Management, LLC | 5.55K | $327.8K | $21.4K | Added$21.1K |
| Traynor Capital Management, Inc. | 5.46K | $323K | $21.4K | Added$19.2K |
| Crane Advisory, LLC | 5.38K | $322.2K | $24.6K | Added$24.6K |
| OpenArc Corporate Advisory, LLC | 5.41K | $319.5K | $20.8K | Added$15.1K |
| D.A. DAVIDSON & CO. | 5.4K | $319K | $19.9K | Added$33.7K |
| Kingdom Financial Group LLC. | 5.36K | $316.3K | $20.5K | Added$22.8K |
| Lloyd Advisory Services, LLC. | 5.36K | $316.3K | — | New |
| Elevation Wealth Management LLC | 5.34K | $315.4K | — | New |
| Accel Wealth Management | 5.33K | $314.6K | $20.5K | Cut−$107.2K |
| Realta Investment Advisors | 5.17K | $305.1K | — | New |
| &PARTNERS | 5.01K | $296K | — | New |
| Beck Bode, LLC | 4.95K | $292.5K | $19.1K | Cut−$84.1K |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | 4.86K | $287.2K | $17.7K | Added$33.8K |
| Live Oak Investment Partners | 4.81K | $283.9K | $18.5K | Added$14.6K |
| BKM Wealth Management, LLC | 4.8K | $283.5K | $18.5K | Added$10.3K |
| Pathway Financial Advisers, LLC | 4.75K | $280.6K | $18.1K | Added$21.8K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 4.71K | $278.1K | $17.2K | Added$31.7K |
| Quantinno Capital Management LP | 4.65K | $274.5K | — | New |
| Private Advisor Group, LLC | 4.48K | $264.6K | $17.2K | Added$16.5K |
| HOLDERNESS INVESTMENTS CO | 4.42K | $261.1K | — | New |
| Meridian Wealth Management, LLC | 4.42K | $261.1K | — | New |
| D.B. Root & Company, LLC | 4.38K | $258.5K | $16.9K | Added$16.9K |
| Cullen/Frost Bankers, Inc. | 4.22K | $249.1K | $7.83K | Added$137.1K |
| Marotta Asset Management | 4.14K | $245.9K | $17.2K | Added$17.2K |
| Geneos Wealth Management Inc. | 4.12K | $243.5K | $15.9K | Added$14.9K |
| GRAHAM CAPITAL WEALTH MANAGEMENT, LLC | 4.06K | $239.6K | — | New |
| Westhampton Capital, LLC | 4K | $236K | — | New |
| Integrated Wealth Concepts LLC | 3.87K | $228.6K | — | New |
| FIFTH THIRD BANCORP | 3.85K | $227.1K | $874 | Added$214.6K |
| AXXCESS WEALTH MANAGEMENT, LLC | 3.77K | $222.6K | — | New |
| Purkiss Capital Advisors LLC | 3.71K | $219.3K | $14.2K | Added$15K |
| VCI Wealth Management LLC | 3.71K | $219K | $14.3K | Cut−$141.1K |
| Summit Financial, LLC | 3.68K | $217.5K | $14.2K | Cut−$17.9K |
| Pathfinder Wealth Consulting, Inc. | 3.62K | $213.8K | — | New |
| HBW ADVISORY SERVICES LLC | 3.52K | $208.2K | — | New |
| ROGCO, LP | 3.5K | $206.4K | $13.5K | Added$13.5K |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | 3.48K | $205.8K | — | New |
| HOGE FINANCIAL SERVICES, LLC | 3.45K | $204K | $13.3K | Added$3.18K |
| CoreCap Advisors, LLC | 3.26K | $192.7K | $12.5K | Added$13.6K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 2.29K | $135.5K | $6.54K | Added$41.7K |
| IFP Advisors, Inc | 2.06K | $121.8K | $7.92K | Added$8.27K |
| Cassaday & Co Wealth Management LLC | 2K | $118.1K | — | New |
| Glen Eagle Advisors, LLC | 1.65K | $97.4K | $6.35K | Added$2.76K |
| Roxbury Financial LLC | 1.48K | $87.4K | $5.58K | Added$6.82K |
| Avalon Trust Co | 1.4K | $82.7K | $5.39K | Added$5.39K |
| GHP Investment Advisors, Inc. | 1.3K | $76.8K | $5.01K | Added$5K |
| MAI Capital Management | 1.23K | $72.8K | $3.94K | Added$16.2K |
| US BANCORP \DE\ | 1.18K | $69.5K | $4.53K | Added$2.98K |
| EPG Wealth Management LLC | 1.04K | $61.2K | $3.99K | Added$4.28K |
| Holos Integrated Wealth LLC | 1K | $59.7K | — | New |
| Qube Research & Technologies Ltd | 799 | $47.2K | $3.08K | Cut−$29.5K |
| Rossby Financial, LCC | 768 | $45.6K | $2.21K | Added$16.2K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 771 | $45.5K | — | New |
| FIRST HORIZON CORP | 757 | $44.7K | $2.91K | Added$2.91K |
| Atlantic Union Bankshares Corp | 692 | $40.9K | $2.66K | Added$2.66K |
| Knuff & Co LLC | 617 | $36.4K | — | New |
| BlackRock, Inc. | 612 | $36.2K | $404 | Added$30.4K |
| SIGNATUREFD, LLC | 520 | $30.7K | — | Added$30.7K |
| Hilltop National Bank | 495 | $29.2K | $1.91K | Added$1.91K |
| Colonial Trust Co / SC | 488 | $28.8K | $1.88K | Added$1.88K |
| BAYBAN | 464 | $27.4K | $1.79K | Added$1.79K |
| Cambridge Investment Research Advisors, Inc. | 400.2K | $23.6K | $1.31K | Added$4.81K |
| Advocate Investing Services LLC | 400 | $23.6K | — | New |
| Sage Mountain Advisors LLC | 392 | $23.2K | $1.51K | Added$1.51K |
| Spire Wealth Management | 353 | $20.8K | $1.25K | Added$2.2K |
| Parkside Financial Bank & Trust | 345 | $20.4K | $1.33K | Added$1.33K |
| SHP Wealth Management | 318 | $18.8K | $1.22K | Added$1.22K |
| North Star Investment Management Corp. | 313 | $18.5K | $71 | Added$17.4K |
| HighMark Wealth Management LLC | 311 | $18.4K | $1.22K | Added$1.22K |
| Banque Transatlantique SA | 297 | $17.5K | — | New |
| ASSETMARK, INC | 276 | $16.3K | $288 | Added$12.2K |
| Versant Capital Management, Inc | 224 | $13.2K | $863 | Cut−$15.7K |
| Colonial Trust Advisors | 200 | $11.8K | $770 | Added$770 |
| GAMMA Investing LLC | 190 | $11.2K | $731 | Added$731 |
| Hughes Financial Services, LLC | 166 | $9.81K | — | New |
| Quest 10 Wealth Builders, Inc. | 164 | $9.69K | — | New |
| Allworth Financial LP | 156 | $9.21K | $550 | Added$1.32K |
| Root Financial Partners, LLC | 154 | $9.1K | $500 | Added$1.92K |
| Russell Investments Group, Ltd. | 137 | $8.09K | $528 | Cut−$1.63K |
| Blue Trust, Inc. | 134 | $7.92K | $516 | Cut−$1.2K |
| AdvisorNet Financial, Inc | 125 | $7.41K | $528 | Added$528 |
| Nemes Rush Group LLC | 112 | $6.61K | $420 | Cut−$1.74K |
| Key Financial Inc | 104 | $6.14K | $400 | Cut−$704 |
| Larson Financial Group LLC | 99 | $5.84K | $375 | Cut−$16.2K |
| HARBOR INVESTMENT ADVISORY, LLC | 97 | $5.73K | $374 | Added$374 |
| Tradewinds Capital Management, LLC | 75 | $4.43K | $289 | Added$289 |
| MATHER GROUP, LLC. | 70 | $4.13K | — | New |
| Thrivent Financial for Lutherans | 59.4K | $3.51K | $229 | Cut−$2.03K |
| Vermillion Wealth Management, Inc. | 58 | $3.43K | $223 | Added$223 |
| Q3 Asset Management | 55.8K | $3.29K | — | New |
| Signature Resources Capital Management, LLC | 53 | $3.13K | $204 | Added$204 |
| High Note Wealth, LLC | 51 | $3.01K | — | New |
| Meramec Financial Planners, LLC | 49 | $2.9K | — | New |
| MONTAG A & ASSOCIATES INC | 48 | $2.84K | $185 | Added$185 |
| Founders Financial Alliance, LLC | 38 | $2.25K | $154 | Added$154 |
| FIRST COMMUNITY TRUST NA | 37 | $2.19K | — | New |
| Federation des caisses Desjardins du Quebec | 37 | $2.19K | $143 | Cut−$136.1K |
| Key Capital Management, INC | 32 | $1.89K | $104 | Added$399 |
| Hilton Head Capital Partners, LLC | 31 | $1.83K | $119 | Added$119 |
| Anfield Capital Management, LLC | 30 | $1.77K | — | New |
| Truvestments Capital LLC | 27 | $1.59K | — | New |
| WealthShield Partners, LLC | 26 | $1.54K | — | New |
| EASTERN BANK | 26 | $1.54K | — | New |
| Pinnacle Wealth Planning Services, Inc. | 23 | $1.36K | $89 | Added$89 |
| Abound Wealth Management | 22 | $1.3K | — | New |
| Activest Wealth Management | 21 | $1.25K | $81 | Added$25 |
| Horizon Investments, LLC | 20 | $1.18K | — | New |
| Operose Advisors LLC | 18 | $1.06K | — | New |
| PARK AVENUE SECURITIES LLC | 17.8K | $1.05K | $67 | Added$92 |
| Elite Financial, Inc. | 17.8K | $1.05K | $67 | Added$92 |
| Aptus Capital Advisors, LLC | 15 | $886 | $58 | Cut−$108 |
| DUNCKER STREETT & CO INC | 12 | $709 | $46 | Added$46 |
| BARRETT & COMPANY, INC. | 11 | $650 | $42 | Added$42 |