| ENVESTNET ASSET MANAGEMENT INC | 685.3K | $36M | — | New |
| LPL Financial LLC | 317.2K | $16.6M | −$44.1K | Added$13.8M |
| Cetera Investment Advisers | 192.5K | $10.1M | — | New |
| MORGAN STANLEY | 139.5K | $7.32M | −$21.1K | Added$5.96M |
| MML INVESTORS SERVICES, LLC | 132K | $6.93M | — | New |
| JPMORGAN CHASE & CO | 132.5K | $6.89M | — | New |
| ASSETMARK, INC | 116.1K | $6.09M | — | New |
| COMMONWEALTH EQUITY SERVICES, LLC | 103.1K | $5.41M | −$3.3K | Added$5.2M |
| Envestnet Portfolio Solutions, Inc. | 91.3K | $4.79M | — | New |
| Patriot Financial Group Insurance Agency, LLC | 91.1K | $4.78M | −$36.7K | Added$2.43M |
| Vestmark Advisory Solutions, Inc. | 82.7K | $4.34M | — | New |
| Kovitz Investment Group Partners, LLC | 68.2K | $3.58M | −$53.1K | Added$166.1K |
| Kelly Financial Services LLC | 68.1K | $3.56M | — | New |
| Obsido Oy | 61.1K | $3.21M | −$50.7K | Cut−$63.1K |
| AE Wealth Management LLC | 58.7K | $3.08M | −$40.7K | Added$463.2K |
| US BANCORP \DE\ | 54.9K | $2.88M | −$29.9K | Added$956.2K |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 48.4K | $2.57M | — | New |
| JB Capital LLC | 35.8K | $1.88M | — | New |
| BANK OF AMERICA CORP /DE/ | 33K | $1.73M | −$27.4K | Cut−$98.2K |
| Triad Wealth Partners, LLC | 31K | $1.63M | — | New |
| Breakwater Investment Management | 27.9K | $1.46M | −$23.1K | Cut−$117K |
| CreativeOne Wealth, LLC | 24.9K | $1.3M | — | New |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 22.7K | $1.19M | — | New |
| TRUIST FINANCIAL CORP | 21.7K | $1.14M | −$18K | Cut−$17K |
| Sanctuary Advisors, LLC | 18K | $946.5K | — | New |
| OSAIC HOLDINGS, INC. | 17.6K | $921.4K | −$13.7K | Added$60.5K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 17.2K | $902.3K | — | New |
| ShoreHaven Wealth Partners, LLC | 13.7K | $718.5K | — | New |
| Quadrant Private Wealth Management, LLC | 11.4K | $599K | — | New |
| Sequoia Financial Advisors, LLC | 10.7K | $559.3K | — | New |
| WESBANCO BANK INC | 10K | $524.6K | −$8.3K | Cut−$8.3K |
| Invst, LLC | 9.96K | $522.6K | — | New |
| Orion Porfolio Solutions, LLC | 9.39K | $492.5K | — | New |
| World Investment Advisors | 8.7K | $456.4K | — | New |
| Synergy Asset Management, LLC | 8.53K | $447.7K | −$5.69K | Added$82.3K |
| SIGNET FINANCIAL MANAGEMENT, LLC | 8.06K | $422.8K | — | New |
| Insight Wealth Strategies, LLC | 7.7K | $404.1K | −$5.77K | Added$33.8K |
| Wagner Wealth Management, Corp | 7.61K | $399.5K | −$5.41K | Added$52.2K |
| Haven Private, LLC | 6.95K | $364.7K | −$5.29K | Added$24.9K |
| Keystone Financial Group | 5.83K | $306K | — | New |
| Avantra Family Wealth, Inc. | 5.77K | $302.5K | — | New |
| Integrated Advisors Network LLC | 5.64K | $296K | — | New |
| BANK OF MONTREAL /CAN/ | 5.46K | $286.4K | $2.37K | Added$2.37K |
| PNC Financial Services Group, Inc. | 5.18K | $271.6K | — | New |
| CAPTRUST FINANCIAL ADVISORS | 4.87K | $255.2K | −$4.04K | Cut−$4.04K |
| Icon Wealth Advisors, LLC | 4.74K | $252K | — | New |
| Citadel | 4.56K | $239.1K | — | New |
| BETO FINANCIAL GROUP, LLC | 4.41K | $234.9K | — | New |
| Ausdal Financial Partners, Inc. | 4.11K | $215.6K | — | New |
| Transamerica Financial Advisors, LLC | 3.76K | $197.1K | — | New |
| Synergy Investment Management, LLC | 3.71K | $194.9K | — | New |
| JONES FINANCIAL COMPANIES LLLP | 3.61K | $187.5K | −$2.29K | Added$93.2K |
| GeoWealth Management, LLC | 2.51K | $131.7K | — | New |
| ROYAL BANK OF CANADA | 2.17K | $114K | −$1.84K | Added$32K |
| Arax Advisory Partners | 1.32K | $69.3K | — | New |
| FIFTH THIRD BANCORP | 1.16K | $60.6K | — | New |
| Ameritas Advisory Services, LLC | 851 | $44.6K | — | New |
| Bank Julius Baer & Co. Ltd, Zurich | 847 | $44.4K | −$725 | Cut−$114.2K |
| BlackRock, Inc. | 790 | $41.4K | −$34 | Added$39.2K |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 736 | $38.7K | −$547 | Cut−$547 |
| Federation des caisses Desjardins du Quebec | 695 | $36.5K | — | New |
| TD Waterhouse Canada Inc. | 568 | $29.8K | −$409 | Cut−$409 |
| Rossby Financial, LCC | 450 | $23.6K | — | New |
| Advisory Services Network, LLC | 312 | $16.4K | — | New |
| LFA - Lugano Financial Advisors SA | 313 | $16.3K | −$387 | Cut−$387 |
| LGT Financial Advisors LLC | 241 | $12.6K | — | New |
| Cornerstone Planning Group LLC | 204 | $10.8K | — | New |
| PRIVATE TRUST CO NA | 184 | $9.65K | — | New |
| Fidelity | 158 | $8.29K | — | New |
| UBS Group AG | 115 | $6.03K | — | New |
| Steward Partners Investment Advisory, LLC | 100 | $5.25K | — | New |
| Pflug Koory, LLC | 86 | $4.51K | −$71 | Cut−$71 |
| IFP Advisors, Inc | 58 | $3.04K | — | New |
| Signature Equity Partners, LLC | 46 | $2.41K | — | New |
| PARK AVENUE SECURITIES LLC | 27.1K | $1.42K | — | New |
| Cambridge Investment Research Advisors, Inc. | 14.4K | $755 | — | New |
| WELLS FARGO & COMPANY/MN | 0 | $25 | — | Cut−$1.93K |
| HANTZ FINANCIAL SERVICES, INC. | 17 | $1 | — | New |