| Fidelity | 16.2M | $564.3M | $3.68M | Added$53.5M |
| COMMONWEALTH EQUITY SERVICES, LLC | 2M | $70M | $453.6K | Added$7.1M |
| Independence Financial Advisors, LLC | 993.5K | $34.7M | $237.3K | Added$1.79M |
| LPL Financial LLC | 729.4K | $25.5M | $145.7K | Added$5.26M |
| RAYMOND JAMES FINANCIAL INC | 330.1K | $11.5M | $63K | Added$2.79M |
| Cetera Investment Advisers | 246K | $8.59M | $58.1K | Added$535.8K |
| Weil Company, Inc. | 242K | $8.45M | $60.5K | Cut−$1.07K |
| Advisory Resource Group | 214.5K | $7.49M | $51.8K | Added$298.2K |
| FCG Investment Co | 214.1K | $7.48M | — | Held |
| OSAIC HOLDINGS, INC. | 182.3K | $6.37M | $45.1K | Cut−$10.3M |
| MARSHALL INVESTMENT MANAGEMENT, LLC | 168.5K | $5.88M | — | New |
| Kestra Advisory Services, LLC | 139K | $4.85M | $34.8K | Cut−$2.3M |
| J.W. COLE ADVISORS, INC. | 138K | $4.82M | $107.5K | Cut−$4.15K |
| IHT Wealth Management, LLC | 123.3K | $4.3M | $10.5K | Added$2.85M |
| Pathfinder Wealth Consulting, Inc. | 117.3K | $4.1M | $27.7K | Added$255K |
| Investmark Advisory Group LLC | 92.5K | $3.23M | $21.7K | Added$225.6K |
| ROYAL BANK OF CANADA | 84.4K | $2.95M | $21.3K | Cut−$3.45M |
| Processus Wealth & Capital Management, LLC | 77.4K | $2.7M | $19.4K | Cut−$43.8K |
| ENVESTNET ASSET MANAGEMENT INC | 73.2K | $2.56M | $7.43K | Added$1.53M |
| Stratos Wealth Partners, LTD. | 71K | $2.48M | $17.8K | Cut−$433.1K |
| MML INVESTORS SERVICES, LLC | 59.1K | $2.06M | $2.91K | Added$1.66M |
| Baird Financial Group, Inc. | 58K | $2.02M | $14.5K | Added$14.5K |
| MAI Capital Management | 53.6K | $1.87M | $13.4K | Cut−$610 |
| WELLS FARGO & COMPANY/MN | 49.6K | $1.73M | $4.19K | Added$1.15M |
| Sunbelt Securities, Inc. | 47.1K | $1.64M | $11.7K | Cut−$42.2K |
| Essex Financial Services, Inc. | 46.3K | $1.62M | $11.6K | Cut−$29.5K |
| Investment Advisory Group, LLC | 35.8K | $1.25M | $8.96K | Cut−$47.8K |
| VESTIA PERSONAL WEALTH ADVISORS | 33.7K | $1.18M | −$28.2K | Cut−$43.6K |
| PRINCIPAL SECURITIES, INC. | 32.3K | $1.13M | — | New |
| SUMMIT WEALTH GROUP LLC / CO | 31.4K | $1.09M | $7.84K | Added$8.22K |
| Creative Planning | 31K | $1.08M | $7.47K | Added$48.5K |
| JAMES INVESTMENT RESEARCH, INC. | 29K | $1.01M | $6.38K | Added$127.3K |
| NewEdge Advisors, LLC | 14.2K | $993K | $499.9K | Cut−$608.4K |
| PKS Advisory Services, LLC | 28.3K | $987.7K | $7.44K | Added$5.29K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 28.1K | $982.7K | — | New |
| HARBOUR INVESTMENTS, INC. | 25.4K | $887.5K | $4.73K | Added$232K |
| Mariner, LLC | 24.9K | $870.6K | $6.23K | Cut−$210K |
| Focus Partners Wealth | 24.5K | $854K | $6.14K | Cut−$59.9K |
| CRA Financial Services, LLC | 22.9K | $799K | $5.73K | Added$6.25K |
| MORGAN STANLEY | 22.4K | $781.8K | $5.6K | Cut−$40.7K |
| Wealthspire Retirement, LLC | 22.2K | $776.6K | $5.57K | Cut−$6.63K |
| HighTower Advisors, LLC | 20.6K | $720.7K | $1.74K | Added$482K |
| Harbor Asset Planning, Inc. | 20.6K | $719K | $5.14K | Added$8.42K |
| RWA WEALTH PARTNERS, LLC | 20K | $698.9K | $5.01K | Added$5K |
| MERCER GLOBAL ADVISORS INC /ADV | 19.9K | $694.3K | $4.97K | Cut−$1.82K |
| Alchemi Wealth, LLC | 18.6K | $648.5K | $4.18K | Added$68.4K |
| BG Investment Services, LLC | 17.9K | $626.6K | — | New |
| CAPTRUST FINANCIAL ADVISORS | 17.6K | $608K | −$932 | Added$18.5K |
| WBH ADVISORY INC | 17.1K | $601.5K | $7.37K | Cut−$47.7K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 16.5K | $577.5K | $3.67K | Added$68.4K |
| Advisory Services Network, LLC | 13.9K | $485.1K | $3.24K | Added$35.8K |
| Dunhill Financial, LLC | 13.7K | $479.7K | $3.44K | Added$5.5K |
| Lido Advisors, LLC | 12.8K | $447.4K | $12K | Added$52.2K |
| Integrated Wealth Concepts LLC | 12.4K | $434.1K | $2.12K | Added$140.1K |
| BANK OF AMERICA CORP /DE/ | 12.2K | $426.5K | $2.83K | Added$33.8K |
| Roxbury Financial LLC | 11K | $384.2K | $2.45K | Added$46.7K |
| Wealthcare Advisory Partners LLC | 10.9K | $381.8K | $2.71K | Added$3.23K |
| Bestgate Wealth Advisors, LLC | 10.8K | $378.8K | $2.71K | Added$2.71K |
| Modera Wealth Management, LLC | 10.7K | $374.6K | $2.68K | Added$2.68K |
| Private Advisor Group, LLC | 10.2K | $356.4K | $2.4K | Added$23.9K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 9.69K | $340.3K | −$4.57K | Cut−$79.8K |
| Larson Financial Group LLC | 9.37K | $327.1K | $2.34K | Added$3.18K |
| Waverly Advisors, LLC | 9.2K | $321.1K | $2.3K | Added$1.36K |
| WARNER FINANCIAL, INC | 9.02K | $315K | $264.5K | Added$314.7K |
| Summit Financial, LLC | 9K | $314.2K | — | New |
| Quantinno Capital Management LP | 8.91K | $311.1K | $2.14K | Added$10.8K |
| TRUIST FINANCIAL CORP | 8.9K | $310.8K | $2.02K | Added$29.7K |
| North Capital, Inc. | 8.85K | $302.1K | — | New |
| Harbor Group, Inc. | 8.65K | $301.9K | $2.16K | Added$3.52K |
| FORONJY FINANCIAL LLC | 8.53K | $297.7K | $2.13K | Added$3.42K |
| TBH Global Asset Management, LLC | 8.19K | $285.9K | — | New |
| EXENCIAL WEALTH ADVISORS, LLC | 8.16K | $284.9K | $1.76K | Added$41.6K |
| Lifeworks Advisors, LLC | 7.98K | $278.7K | $2K | Added$2K |
| Outlook Wealth Advisors, LLC | 7.92K | $276.4K | $1.98K | Added$3.23K |
| Clearstead Advisors, LLC | 7.83K | $273.2K | $1.96K | Added$1.96K |
| IFP Advisors, Inc | 7.8K | $272.2K | $1.95K | Added$2.37K |
| Leo Wealth, LLC | 7.77K | $271.1K | $1.94K | Cut−$1K |
| Grey Ledge Advisors, LLC | 7.54K | $263.2K | $1.86K | Added$3.08K |
| Centurion Wealth Management LLC | 7.29K | $254.5K | $1.82K | Cut−$3.83K |
| Regal Investment Advisors LLC | 7.26K | $253.5K | $1.79K | Added$1.83K |
| JFS WEALTH ADVISORS, LLC | 7.1K | $247.7K | $155 | Added$224.8K |
| FMA Wealth Management, LLC | 7.05K | $246.2K | $1.76K | Added$2.88K |
| Cresset Asset Management, LLC | 6.96K | $243K | $1.73K | Added$1.97K |
| UBS Group AG | 6.82K | $238.1K | $1.52K | Added$26.7K |
| CIBC Bancorp USA Inc. | 6.66K | $232.4K | — | Held |
| STIFEL FINANCIAL CORP | 6.61K | $230.9K | — | New |
| Bensler, LLC | 6.38K | $222.6K | $1.6K | Cut−$5.02K |
| Valeo Financial Advisors, LLC | 6.22K | $217.2K | $1.46K | Added$15.6K |
| CreativeOne Wealth, LLC | 6.21K | $216.9K | — | New |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | 5.68K | $216.7K | $19.6K | Added$20.6K |
| MARINO, STRAM & ASSOCIATES LLC | 6.18K | $215.8K | $1.55K | Added$1.55K |
| Clark Asset Management, LLC | 6.15K | $214.8K | — | New |
| Aufman Associates Inc | 6.13K | $214.1K | $1.53K | Added$1.53K |
| Winthrop Advisory Group LLC | 6.04K | $210.7K | $1.53K | Cut−$7.86K |
| WealthTrust Axiom LLC | 6K | $209.5K | — | New |
| Dynamic Financial Group | 5.73K | $200.1K | — | New |
| Farther Finance Advisors, LLC | 5.68K | $199.2K | $1.96K | Added$40.6K |
| Clarity Asset Management, Inc. | 5.41K | $189K | $1.36K | Cut−$438.4K |
| Key Financial Inc | 5.06K | $176.5K | $1.26K | Added$1.26K |
| CWM, LLC | 5.01K | $175K | $172.9K | Added$174.8K |
| SITTNER & NELSON, LLC | 4.46K | $155.7K | −$7.67K | Cut−$122.5K |
| Innovative Asset Advisors Group, LLC | 4.36K | $152.2K | — | Held |
| Steward Partners Investment Advisory, LLC | 3.97K | $138.5K | $895 | Added$14.2K |
| JONES FINANCIAL COMPANIES LLLP | 4.04K | $138.4K | — | New |
| Richardson Capital Management LLC | 3.84K | $134.2K | $961 | Added$961 |
| Cherry Tree Wealth Management, LLC | 3.64K | $127.1K | $910 | Added$910 |
| CoreCap Advisors, LLC | 3.59K | $125.3K | $575 | Added$45.5K |
| AE Wealth Management LLC | 2.6K | $90.9K | $64 | Added$81.4K |
| Rockefeller Capital Management L.P. | 2.3K | $80.4K | $593 | Added$593 |
| Align Financial, LLC | 2.02K | $70.4K | $68.4K | Added$504 |
| Cordant, Inc. | 1.97K | $68.9K | $493 | Added$807 |
| North Star Investment Management Corp. | 1.7K | $59.5K | $417 | Added$696 |
| Lodestone Wealth Management LLC | 1.66K | $57.9K | $172 | Added$34K |
| ASSETMARK, INC | 1.57K | $54.9K | $371 | Added$3.51K |
| SHP Wealth Management | 1.56K | $54.4K | $404 | Added$1.1K |
| EverSource Wealth Advisors, LLC | 1.15K | $40.2K | $247 | Added$8.35K |
| Holos Integrated Wealth LLC | 875 | $30.9K | $333 | Added$333 |
| VANGUARD ADVISERS INC | 842 | $29.4K | — | Held |
| Allworth Financial LP | 808 | $28.2K | $84 | Added$18.8K |
| Founders Financial Alliance, LLC | 732 | $25.6K | — | New |
| POM Investment Strategies, LLC | 721 | $25.2K | $180 | Added$180 |
| Register Financial Advisors LLC | 703 | $24.5K | $176 | Added$176 |
| Sowa Financial Group, Inc. | 648.2K | $22.6K | $162 | Added$167 |
| MilWealth Group LLC | 633 | $22.1K | $159 | Added$159 |
| Russell Investments Group, Ltd. | 607 | $21.2K | $152 | Cut−$611 |
| US BANCORP \DE\ | 556 | $19.4K | $139 | Cut−$6.97K |
| Ancora Advisors LLC | 500 | $17.5K | $125 | Added$125 |
| Thrivent Financial for Lutherans | 477.2K | $16.7K | — | New |
| Decker Retirement Planning Inc. | 440 | $15.4K | — | New |
| Qube Research & Technologies Ltd | 393 | $13.7K | $42 | Added$7.9K |
| Medallion Wealth Advisors, LLC | 333 | $11.6K | $83 | Added$83 |
| AdvisorNet Financial, Inc | 325 | $11.3K | $81 | Added$81 |
| Abound Wealth Management | 324 | $11.3K | $92 | Added$92 |
| Moisand Fitzgerald Tamayo, LLC | 286 | $9.98K | $72 | Added$72 |
| JPMORGAN CHASE & CO | 287 | $9.8K | −$150 | Cut−$31.4K |
| Rossby Financial, LCC | 253 | $8.88K | — | New |
| Gleason Group, Inc. | 201 | $7.03K | $48 | Added$83 |
| Aptus Capital Advisors, LLC | 198 | $6.91K | $50 | Cut−$4.77K |
| BAYBAN | 198 | $6.91K | $49 | Added$49 |
| Blue Trust, Inc. | 192 | $6.72K | −$8 | Added$6.68K |
| Geneos Wealth Management Inc. | 119 | $4.14K | $13 | Added$48 |
| Operose Advisors LLC | 117 | $4.08K | — | New |
| Cambridge Investment Research Advisors, Inc. | 104.9K | $3.66K | $24 | Added$289 |
| Networth Advisors, LLC | 98 | $3.43K | $25 | Added$25 |
| Asset Dedication, LLC | 95 | $3.32K | — | New |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 84 | $2.93K | $21 | Added$21 |
| PNC Financial Services Group, Inc. | 78 | $2.72K | — | New |
| LRI Investments, LLC | 68 | $2.37K | $17 | Added$17 |
| Parvin Asset Management, LLC | 33 | $1.15K | $8 | Added$8 |
| JPL Wealth Management, LLC | 28 | $965 | — | New |
| MCGUIRE CAPITAL ADVISORS INC | 23 | $803 | $6 | Added$6 |
| FIFTH THIRD BANCORP | 20 | $713 | — | New |
| Ball & Co Wealth Management Inc. | 20.3K | $709 | $4 | Added$2 |
| PEAPACK GLADSTONE FINANCIAL CORP | 20.1K | $703 | $5 | Cut−$23 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 17 | $593 | $4 | Added$4 |
| Root Financial Partners, LLC | 11 | $377 | — | New |
| Smartleaf Asset Management LLC | 2 | $68 | −$2 | Cut−$2 |
| Capital Advisors, Ltd. LLC | 301 | $11 | $1 | Added$1 |
| CKW FINANCIAL GROUP | 236 | $8 | $0 | Held |
| Roble, Belko & Company, Inc | 47 | $2 | $0 | Held |