| Fidelity | 27M | $1.03B | $5.94M | Cut−$54.3K |
| AMERIPRISE FINANCIAL INC | 6.03M | $229.2M | $879.2K | Added$74.5M |
| LPL Financial LLC | 5.12M | $194.7M | $943K | Added$32.8M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 3.75M | $142.5M | $710.8K | Added$20.4M |
| Prime Capital Investment Advisors, LLC | 3.11M | $118.3M | $80.9K | Added$104.4M |
| FIFTH THIRD BANCORP | 2.78M | $105.8M | — | New |
| RAYMOND JAMES FINANCIAL INC | 2.33M | $88.6M | $308K | Added$35.7M |
| COMMONWEALTH EQUITY SERVICES, LLC | 2.24M | $85.3M | $489.6K | Added$1.21M |
| WELLS FARGO & COMPANY/MN | 2.13M | $81M | $353.5K | Added$20.3M |
| Cetera Investment Advisers | 1.96M | $74.6M | $293.9K | Added$24.1M |
| Dynasty Wealth Management, LLC | 1.81M | $68.8M | $391.8K | Added$1.52M |
| JPMORGAN CHASE & CO | 1.83M | $67.5M | −$1.82M | Cut−$2.28M |
| Quotient Wealth Partners, LLC | 1.75M | $66.5M | $385.2K | Cut−$233K |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | 1.4M | $53.4M | $309K | Added$309K |
| OSAIC HOLDINGS, INC. | 1.34M | $50.9M | $177.2K | Added$21.2M |
| MORGAN STANLEY | 1.32M | $50.2M | $171.5K | Added$20.8M |
| ROYAL BANK OF CANADA | 1.22M | $46.4M | $206K | Added$11.1M |
| ENVESTNET ASSET MANAGEMENT INC | 1.06M | $40.3M | $170.6K | Added$11M |
| Calamos Advisors LLC | 1.05M | $40M | $9.03K | Added$38.5M |
| Calamos Wealth Management LLC | 1.01M | $38.4M | $205.8K | Added$3.09M |
| TruWealth Advisors, LLC | 923.2K | $35.1M | $198.8K | Added$935.1K |
| BANK OF AMERICA CORP /DE/ | 871.9K | $33.1M | $49.9K | Added$24.6M |
| MML INVESTORS SERVICES, LLC | 860.3K | $32.7M | $188.2K | Added$370.6K |
| Focus Financial Network, Inc. | 727.8K | $27.7M | $13.4K | Added$25.4M |
| Kestra Advisory Services, LLC | 712.4K | $27.1M | $99.5K | Added$9.98M |
| KFG WEALTH MANAGEMENT, LLC | 429.6K | $16.3M | — | New |
| Baird Financial Group, Inc. | 377.2K | $14.3M | $40.5K | Added$7.37M |
| Parkside Investments, LLC | 360.2K | $13.7M | $66.2K | Added$2.32M |
| STIFEL FINANCIAL CORP | 357.1K | $13.6M | $59.1K | Added$3.47M |
| LITTLE HOUSE CAPITAL LLC | 330.4K | $12.6M | $72.7K | Cut−$788.9K |
| HighPoint Advisor Group LLC | 326.8K | $12.4M | — | New |
| Summit Investment Advisory Services, LLC | 321.4K | $12.2M | $70.7K | Cut−$191.8K |
| Berger Financial Group, Inc | 314.4K | $11.9M | $46K | Added$4.05M |
| DAHRING | CUSMANO LLC | 306.7K | $11.7M | $59K | Added$1.52M |
| Mayfair Advisory Group, LLC | 281.1K | $10.7M | −$12.4K | Added$2.78M |
| Landing Point Financial Group, LLC | 269.2K | $10.2M | $56.9K | Added$451.3K |
| GREAT VALLEY ADVISOR GROUP, INC. | 234.7K | $8.92M | $46.6K | Added$911.3K |
| Mutual Advisors, LLC | 212.2K | $8.06M | $35.6K | Added$1.94M |
| Ausdal Financial Partners, Inc. | 209.7K | $7.97M | $41.8K | Added$798.2K |
| Salus Financial Advisors, LLC | 198.3K | $7.54M | $43.6K | Cut−$127.6K |
| Modus Advisors, LLC | 176.1K | $6.69M | $34.7K | Added$734.4K |
| RIVERSEDGE ADVISORS, LLC | 169.2K | $6.43M | — | New |
| Holos Integrated Wealth LLC | 157.2K | $6.11M | $112K | Added$641K |
| American National Bank of Texas | 160.4K | $6.1M | $35.3K | Cut−$130.1K |
| Milestone Investment Advisors LLC | 159.8K | $6.07M | $33.3K | Added$351.9K |
| UBS Group AG | 154K | $5.85M | $11.3K | Added$3.91M |
| Rockefeller Capital Management L.P. | 151.7K | $5.77M | $37 | Added$5.76M |
| RETIREMENT INCOME SOLUTIONS, INC | 150K | $5.7M | $31.6K | Added$281.5K |
| Equitable Holdings, Inc. | 145.1K | $5.48M | $88 | Added$1.04M |
| Richard W. Paul & Associates, LLC | 142.1K | $5.4M | — | New |
| Mariner, LLC | 140.1K | $5.32M | $27.5K | Added$600.7K |
| Bank of New York Mellon Corp | 139.3K | $5.29M | $24.3K | Added$1.12M |
| First Heartland Consultants, Inc. | 137.7K | $5.23M | $30.3K | Cut−$342.3K |
| Atria Investments, Inc | 135.2K | $5.14M | $29.7K | Cut−$69.3K |
| tru Independence LLC | 131.4K | $4.99M | $27.6K | Added$247.7K |
| CROBAN | 130.1K | $4.94M | $27.9K | Added$400.4K |
| Concurrent Investment Advisors, LLC | 129.9K | $4.94M | $26.4K | Added$388.4K |
| TD PRIVATE CLIENT WEALTH LLC | 128.2K | $4.87M | $19.7K | Added$1.48M |
| IAG Wealth Partners, LLC | 121.3K | $4.61M | $20.8K | Added$1.04M |
| Private Advisor Group, LLC | 121K | $4.6M | $25.3K | Added$243.8K |
| Marble Wealth, LLC | 119.6K | $4.55M | — | New |
| Integrated Capital Management, LLC | 117.3K | $4.46M | — | New |
| Armor Investment Advisors, LLC | 111.1K | $4.22M | — | New |
| KMG FIDUCIARY PARTNERS, LLC | 110.7K | $4.21M | — | New |
| Carolina Wealth Advisors, LLC | 109.4K | $4.16M | $17.4K | Added$1.16M |
| Founders Financial Alliance, LLC | 105.3K | $4M | $22.4K | Added$143.9K |
| LINCOLN CAPITAL CORP | 103.7K | $3.94M | $19.7K | Added$550.9K |
| FMA Wealth Management, LLC | 88K | $3.34M | $19.4K | Added$21.4K |
| &PARTNERS | 80.3K | $3.05M | $147.3K | Added$998.2K |
| INVESTMENT ADVISORY SERVICES INC /TX /ADV | 78.9K | $3M | $10.8K | Added$1.14M |
| TABLEAUX LLC | 75.3K | $2.86M | −$41.9K | Added$463.5K |
| Independent Advisor Alliance | 70.6K | $2.68M | — | New |
| Soltis Investment Advisors LLC | 68.9K | $2.62M | $2.24K | Added$2.23M |
| Steward Partners Investment Advisory, LLC | 68.4K | $2.6M | $15K | Cut−$33.8K |
| Clearwave Capital, LLC | 68.3K | $2.6M | $13.5K | Added$278.2K |
| Farther Finance Advisors, LLC | 67.7K | $2.59M | $26.2K | Added$653.3K |
| Smartleaf Asset Management LLC | 67K | $2.46M | — | New |
| Gallagher Fiduciary Advisors, LLC | 63.8K | $2.43M | $12.7K | Added$244.7K |
| GREENWOOD CAPITAL ASSOCIATES LLC | 63.7K | $2.42M | $12.6K | Added$262.8K |
| PFG Advisors | 58.1K | $2.21M | $11.5K | Added$233.5K |
| Breakwater Capital Group | 57.4K | $2.18M | $5.87K | Added$1.17M |
| Valmark Advisers, Inc. | 56.9K | $2.16M | $6.53K | Added$1.04M |
| Integrated Wealth Concepts LLC | 56.6K | $2.15M | $2.15K | Added$1.78M |
| PKS Advisory Services, LLC | 56K | $2.13M | $12.3K | Cut−$54.1K |
| Investmark Advisory Group LLC | 55.9K | $2.12M | $11.5K | Added$149.9K |
| PENOBSCOT WEALTH MANAGEMENT | 54.5K | $2.07M | — | New |
| Horizon Investment Services, LLC | 51K | $1.94M | $10.3K | Added$163.9K |
| D. E. Shaw & Co., Inc. | 50.5K | $1.92M | — | New |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 46K | $1.75M | $7.08K | Added$531.4K |
| Encompass More Asset Management | 45.7K | $1.73M | — | New |
| PETRA FINANCIAL ADVISORS INC | 44.1K | $1.67M | $6.69K | Added$525K |
| HARBOUR INVESTMENTS, INC. | 40.3K | $1.53M | $7.89K | Added$178K |
| Merit Financial Group, LLC | 39.6K | $1.5M | $3.43K | Added$918.1K |
| Sowell Financial Services LLC | 39.6K | $1.5M | $7.15K | Added$278.8K |
| Pathfinder Wealth Consulting, Inc. | 38.5K | $1.46M | $8.47K | Cut−$6K |
| CLG LLC | 38.5K | $1.46M | $7.11K | Added$246.5K |
| Kovack Advisors, Inc. | 38K | $1.46M | — | New |
| DecisionMap Wealth Management, LLC | 37.3K | $1.42M | $8.14K | Added$20.2K |
| LongView Wealth Management | 33.1K | $1.36M | $21K | Added$731.8K |
| TD Waterhouse Canada Inc. | 34K | $1.3M | $19.1K | Added$18.2K |
| TritonPoint Partners, LLC | 34.1K | $1.3M | $7.5K | Cut−$34.2K |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 33.3K | $1.26M | $4.84K | Added$433.3K |
| LYNCH & ASSOCIATES/IN | 32.3K | $1.23M | $4.74K | Added$414.7K |
| Canvas Wealth Advisors, LLC | 32.2K | $1.22M | $6.87K | Added$42.7K |
| BLUEDOOR PRIVATE WEALTH, LLC | 30.2K | $1.15M | $6.18K | Added$86.9K |
| HighTower Advisors, LLC | 28.4K | $1.08M | $6.49K | Cut−$58.6K |
| Aptus Capital Advisors, LLC | 28.4K | $1.08M | $4.74K | Added$266.2K |
| Beacon Financial Advisory LLC | 27.3K | $1.04M | $3.84K | Added$374.3K |
| Worth Asset Management, LLC | 27K | $1.02M | $5.92K | Cut−$168.8K |
| REDW Wealth LLC | 25.9K | $983.6K | $3.47K | Added$387.4K |
| PRINCIPAL SECURITIES, INC. | 25.5K | $970.4K | $5.62K | Cut−$66.5K |
| MAGNOLIA CAPITAL ADVISORS LLC | 24.2K | $919.1K | $1.63K | Added$639K |
| PEOPLES BANK /OH | 24.2K | $918.5K | — | New |
| Eaton Financial Holdings Company, LLC | 23.8K | $903.4K | $4.76K | Added$84.5K |
| GWN SECURITIES INC. | 23.4K | $888.9K | $4.39K | Added$134.4K |
| FLAGSHIP HARBOR ADVISORS, LLC | 23.2K | $881.8K | — | New |
| Spire Wealth Management | 22.4K | $852.1K | $4.27K | Added$120.6K |
| CRA Financial Services, LLC | 21.6K | $822.3K | $1.24K | Added$607.1K |
| SAGESPRING WEALTH PARTNERS, LLC | 21.3K | $810.5K | $4.67K | Cut−$11.4M |
| UPTICK PARTNERS, LLC | 21.3K | $810.1K | $1.62K | Added$533.9K |
| Golden State Wealth Management, LLC | 19.9K | $756.7K | $1.48K | Added$502.7K |
| IFP Advisors, Inc | 19.6K | $744.5K | $498 | Added$659K |
| MFA Wealth Services | 19K | $721.8K | — | New |
| Cornerstone Financial Management LLC | 18.1K | $689.4K | $3.21K | Added$136.6K |
| Savvy Advisors, Inc. | 16.7K | $635.8K | $3.69K | Cut−$724.1K |
| MCRAE CAPITAL MANAGEMENT INC | 16.5K | $625.5K | $3.62K | Cut−$6.09K |
| BEAM WEALTH ADVISORS, INC. | 16.3K | $618.1K | $2.44K | Added$194.7K |
| TRUIST FINANCIAL CORP | 15.5K | $588.7K | $2.43K | Added$170.3K |
| Keystone Wealth Services, LLC | 15K | $571.5K | $3.2K | Added$21.2K |
| Ameritas Investment Partners, Inc. | 14.7K | $559.7K | $3.22K | Cut−$110.1K |
| HBW ADVISORY SERVICES LLC | 14.7K | $559.2K | — | New |
| Advyzon Investment Management, LLC | 14.5K | $549.4K | — | New |
| Kastel Capital Advisors, LLC | 14.4K | $544.5K | $0 | Held |
| PRIVATE TRUST CO NA | 14.2K | $538.5K | $3.12K | Cut−$3.31K |
| Cullen/Frost Bankers, Inc. | 13.9K | $527.7K | $2.19K | Added$152.2K |
| PNC Financial Services Group, Inc. | 13.6K | $515.4K | $479 | Added$432.8K |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | 13.5K | $511.8K | — | New |
| Madison Wealth Partners, Inc | 13.4K | $510.9K | $2.93K | Added$510 |
| BridgePort Financial Solutions, LLC | 13.3K | $507.2K | $2.8K | Added$27.3K |
| Townsend Financial Planning, LLC | 13K | $495.5K | — | New |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 12.6K | $486.9K | −$8.23K | Cut−$437.8K |
| World Investment Advisors | 12.6K | $477.2K | $2.76K | Cut−$55.2K |
| Financial Perspectives, Inc | 12.1K | $459.7K | $2.67K | Added$2.74K |
| Essex Financial Services, Inc. | 12K | $455.6K | $1.64K | Added$173.9K |
| Sunbelt Securities, Inc. | 12K | $454.2K | $2.64K | Cut−$560.5K |
| Abbot Financial Management, Inc. | 10.8K | $412.3K | $1.83K | Added$98.7K |
| Curtis Advisory Group, LLC | 10.7K | $406.3K | $2.18K | Added$31.9K |
| InTrack Investment Management Inc | 10.7K | $405K | — | New |
| Curi Capital, LLC | 10.5K | $400.1K | $2.32K | Added$2.32K |
| Register Financial Advisors LLC | 10.3K | $389.5K | $2K | Added$45.7K |
| KWB Wealth | 9.98K | $377.2K | $0 | Held |
| Regal Investment Advisors LLC | 9.45K | $359.1K | $2.08K | Cut−$19.8K |
| XML Financial, LLC | 9.36K | $355.7K | $1.18K | Added$153.2K |
| M. Kulyk & Associates, LLC | 8.71K | $331.1K | $1.28K | Added$111.6K |
| BROWN ADVISORY INC | 8.61K | $327.1K | $1.89K | Added$1.89K |
| VestGen Advisors, LLC | 7.1K | $313.7K | — | New |
| Allegheny Financial Group | 8.1K | $307.8K | — | New |
| Fifth Third Securities, Inc. | 7.93K | $301.5K | $1.75K | Cut−$18.1K |
| VERUS CAPITAL PARTNERS, LLC | 7.92K | $300.9K | $1.46K | Added$50.3K |
| Element Wealth, LLC | 7.72K | $293.2K | — | New |
| Delta Investment Management, LLC | 7.47K | $283.8K | — | New |
| Creative Planning | 7.04K | $267.4K | — | New |
| Axis Wealth Partners, LLC | 7K | $266.2K | — | New |
| Financial Partners Group, Inc | 6.81K | $258.9K | — | New |
| National Wealth Management Group, LLC | 6.78K | $257.6K | — | New |
| PFG Investments, LLC | 6.44K | $244.7K | $1.4K | Cut−$47.8K |
| Harbor Asset Planning, Inc. | 5.9K | $224.1K | $436 | Added$150.3K |
| JOHN G ULLMAN & ASSOCIATES INC | 5.85K | $222.3K | $1.42K | Added$1.42K |
| ARK & TLK INVESTMENTS, LLC | 5.62K | $213.7K | $1.25K | Added$1.74K |
| MERCER GLOBAL ADVISORS INC /ADV | 5.47K | $208K | — | New |
| SHEETS SMITH WEALTH MANAGEMENT | 5.35K | $203.3K | — | New |
| Advisory Services Network, LLC | 5.01K | $190.6K | — | New |
| Clearstead Advisors, LLC | 3.83K | $145.6K | $843 | Added$843 |
| Piscataqua Savings Bank | 3.7K | $140.6K | $575 | Added$46.2K |
| Johnson Financial Group, Inc. | 2.71K | $103.1K | $382 | Added$37.4K |
| Allworth Financial LP | 2.25K | $85.5K | $9 | Added$85K |
| EverSource Wealth Advisors, LLC | 1.21K | $46K | $262 | Added$376 |
| NATIONAL BANK OF CANADA /FI/ | 1.11K | $42.2K | — | New |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 863 | $32.8K | $1 | Added$32.6K |
| Capital Analysts, LLC | 841.9K | $32K | $179 | Added$1.21K |
| MAI Capital Management | 822 | $31.2K | $181 | Added$181 |
| Ancora Advisors LLC | 742 | $28.2K | $154 | Added$1.75K |
| ASSETMARK, INC | 702 | $26.7K | $154 | Added$154 |
| BANK OF MONTREAL /CAN/ | 683 | $25.9K | $95 | Added$10.5K |
| AdvisorNet Financial, Inc | 574 | $21.8K | $143 | Added$143 |
| Western Wealth Management, LLC | 561 | $21.3K | — | New |
| US BANCORP \DE\ | 524 | $19.9K | — | New |
| Cornerstone Planning Group LLC | 442 | $19.7K | $1.94K | Added$1.94K |
| AE Wealth Management LLC | 462 | $17.6K | $47 | Added$9.33K |
| Larson Financial Group LLC | 451 | $17.2K | $117 | Cut−$147 |
| Stadion Money Management, LLC | 412.6K | $15.7K | — | New |
| Smallwood Wealth Investment Management, LLC | 299 | $11.4K | — | New |
| Byrne Asset Management LLC | 245 | $9.31K | — | New |
| Cambridge Investment Research Advisors, Inc. | 237.2K | $9.01K | $39 | Added$2.32K |
| HighMark Wealth Management LLC | 191 | $7.25K | $21 | Added$59 |
| JONES FINANCIAL COMPANIES LLLP | 190 | $7.09K | — | New |
| VANGUARD ADVISERS INC | 170 | $6.46K | — | Held |
| Wilmington Savings Fund Society, FSB | 92 | $3.5K | $20 | Added$20 |
| Innovative Asset Advisors Group, LLC | 70 | $2.66K | — | Held |
| Janney Montgomery Scott LLC | 47.8K | $1.82K | $3 | Added$1.32K |
| TWIN PEAKS WEALTH ADVISORS, LLC | 44 | $1.67K | — | New |
| Cordant, Inc. | 26 | $988 | — | New |
| Betterment LLC | 16.1K | $612 | — | New |
| Copia Wealth Management | 8 | $304 | $2 | Added$2 |
| Russell Investments Group, Ltd. | 4 | $152 | $1 | Cut−$17.1K |
| Coston, McIsaac & Partners | 549 | $20 | −$0 | Cut−$4 |
| Abound Wealth Management | 0 | $14 | — | New |
| CKW FINANCIAL GROUP | 96 | $4 | $0 | Held |
| Ball & Co Wealth Management Inc. | 21 | $0 | −$1 | Cut−$222 |