| ASSETMARK, INC | 1.37M | $53.9M | −$1.24M | Added$3.44M |
| Sound Income Strategies, LLC | 983.9K | $38.7M | −$1.16M | Cut−$2.11M |
| BlackRock, Inc. | 948.5K | $37.4M | −$766.7K | Added$6.09M |
| BANK OF AMERICA CORP /DE/ | 760.4K | $29.9M | −$478.4K | Added$10.4M |
| WELLS FARGO & COMPANY/MN | 711.3K | $28M | −$487.1K | Added$8.15M |
| Horizon Wealth Management, LLC | 330.4K | $13M | −$255.6K | Added$2.59M |
| Summit Financial, LLC | 319.5K | $12.6M | −$316.3K | Cut−$372.8K |
| LPL Financial LLC | 282.4K | $11.1M | −$279.6K | Cut−$2.21M |
| Bank Julius Baer & Co. Ltd, Zurich | 249.3K | $9.82M | −$246.8K | Cut−$269.8K |
| Vontobel Holding Ltd. | 199.5K | $7.86M | −$196.1K | Cut−$140.3K |
| MORGAN STANLEY | 180.2K | $7.09M | −$178.3K | Cut−$496.2K |
| AE Wealth Management LLC | 102K | $4.02M | −$95.6K | Added$118.3K |
| Redhawk Wealth Advisors, Inc. | 98.5K | $3.88M | −$97.5K | Cut−$1.12M |
| Mariner, LLC | 93.6K | $3.68M | −$92.6K | Cut−$3.07M |
| BLUELINE ADVISORS LLC | 87.9K | $3.46M | −$57.6K | Added$1.12M |
| UBS Group AG | 86.6K | $3.41M | −$85.7K | Cut−$2.07M |
| Cetera Investment Advisers | 79.9K | $3.15M | −$79.1K | Cut−$1.39M |
| Mount Lucas Management LP | 76.8K | $3.02M | −$69.9K | Added$172.3K |
| ENVESTNET ASSET MANAGEMENT INC | 63K | $2.48M | −$62.3K | Cut−$7.51M |
| HSBC HOLDINGS PLC | 59.8K | $2.35M | −$59.2K | Cut−$3.8M |
| COMMONWEALTH EQUITY SERVICES, LLC | 57.4K | $2.26M | −$11.2K | Added$1.8M |
| Kensington Asset Management, LLC | 56.6K | $2.23M | −$55.6K | Added$69.3K |
| FOCUS Wealth Advisors, LLC | 50.9K | $2M | −$50.4K | Cut−$141.6K |
| Rockefeller Capital Management L.P. | 45.4K | $1.79M | −$9.83K | Added$1.39M |
| Tidal Investments LLC | 44.7K | $1.75M | −$54K | Cut−$179.2K |
| Citadel | 41.6K | $1.64M | — | New |
| AMERIPRISE FINANCIAL INC | 40.6K | $1.6M | −$22.1K | Added$696.4K |
| MML INVESTORS SERVICES, LLC | 40.6K | $1.6M | −$40.2K | Cut−$99.4K |
| Impact Partnership Wealth, LLC | 39.9K | $1.57M | −$31K | Added$307.3K |
| Advisory Alpha, LLC | 38.4K | $1.51M | −$37.6K | Cut−$24.1K |
| Nilsine Partners, LLC | 35.9K | $1.45M | $719 | Cut−$654 |
| OLD MISSION CAPITAL LLC | 36.8K | $1.45M | — | New |
| Atria Investments, Inc | 36.5K | $1.44M | −$36.1K | Cut−$3.24M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 34.9K | $1.37M | — | New |
| JANE STREET GROUP, LLC | 33K | $1.3M | — | New |
| Belpointe Asset Management LLC | 30.5K | $1.2M | −$29.2K | Added$10.7K |
| Wealthcare Advisory Partners LLC | 24.8K | $974.7K | −$20.2K | Added$148.9K |
| RAYMOND JAMES FINANCIAL INC | 23.6K | $928.8K | −$22.6K | Added$5.58K |
| BENJAMIN EDWARDS INC | 21.2K | $834.6K | −$17.9K | Added$106K |
| OSAIC HOLDINGS, INC. | 21.1K | $829K | −$21K | Cut−$337.5K |
| McAdam, LLC | 20.6K | $811.3K | −$17.6K | Added$92.7K |
| Rareview Capital LLC | 19.7K | $767.7K | $0 | Cut−$1.81M |
| Bank of New York Mellon Corp | 19.1K | $752.9K | −$9.83K | Added$352.3K |
| TRUIST FINANCIAL CORP | 18.7K | $737.5K | −$18.5K | Cut−$84K |
| Optivise Advisory Services LLC | 18.6K | $731K | −$17.3K | Added$26.2K |
| MERCER GLOBAL ADVISORS INC /ADV | 18.3K | $721.7K | −$18.1K | Cut−$506.8K |
| ROYAL BANK OF CANADA | 17.6K | $694K | −$17.7K | Cut−$44K |
| CreativeOne Wealth, LLC | 15.7K | $620K | — | New |
| Ruggiero Investments, Inc. | 15.6K | $612.4K | −$15.4K | Cut−$15.4K |
| Ariadne Wealth Management, LP | 14.9K | $587.2K | −$21.2K | Cut−$21.2K |
| D.A. DAVIDSON & CO. | 14.5K | $571.9K | −$14.4K | Cut−$16.2K |
| Greenline Wealth Management LLC | 14.3K | $562K | −$4.52K | Added$377.8K |
| Private Advisor Group, LLC | 12.7K | $499.3K | −$12.3K | Cut−$2.37K |
| MATHER GROUP, LLC. | 12.5K | $494K | — | New |
| AlphaCentric Advisors LLC | 11.8K | $465.1K | −$10.4K | Added$41.3K |
| Hyundai Investments Co., Ltd. | 11.9K | $465.1K | −$17.2K | Cut−$99K |
| CPWA, LLC | 11.3K | $458.6K | — | Held |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 11.4K | $450.2K | −$12K | Cut−$847.5K |
| Ameritas Advisory Services, LLC | 11.2K | $439.2K | −$11K | Cut−$32.4K |
| Yoffe Investment Management, LLC | 10.5K | $414K | −$10.4K | Cut−$10.4K |
| Sanctuary Advisors, LLC | 10.4K | $408.6K | −$10.1K | Cut−$3.89K |
| High Net Worth Advisory Group LLC | 10K | $393.8K | −$9.9K | Cut−$9.9K |
| Concurrent Investment Advisors, LLC | 8.4K | $330.8K | −$8.32K | Cut−$8.68K |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 7.42K | $292.3K | −$5.11K | Added$83.7K |
| IAMS WEALTH MANAGEMENT, LLC | 7.33K | $288.7K | −$7.27K | Cut−$42.9K |
| Gateway Wealth Partners, LLC | 7.2K | $283.4K | — | New |
| Onyx Bridge Wealth Group LLC | 6.99K | $275.1K | — | New |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 6.92K | $272.6K | −$6.85K | Cut−$6.85K |
| NorthRock Partners, LLC | 6.69K | $263.5K | −$6.62K | Cut−$146K |
| TriaGen Wealth Management LLC | 6.66K | $262.1K | −$6.44K | Cut−$412 |
| Allie Family Office LLC | 6.29K | $247.6K | −$6.23K | Cut−$6.23K |
| Farther Finance Advisors, LLC | 6.24K | $245.2K | −$2.91K | Added$135.3K |
| Apollon Wealth Management, LLC | 6.21K | $244.8K | −$6.13K | Cut−$27.2K |
| CIBC Bancorp USA Inc. | 6.2K | $244K | — | Held |
| Arkadios Wealth Advisors | 6.15K | $242.1K | −$5.76K | Added$8.34K |
| HORIZON FINANCIAL SERVICES, LLC | 5.83K | $229.6K | −$5.77K | Cut−$9.49K |
| Kestra Advisory Services, LLC | 5.58K | $219.8K | −$5.51K | Cut−$10.4K |
| Alternative Investment Advisors, LLC. | 5.33K | $209.9K | −$5.29K | Cut−$14.1K |
| Avior Wealth Management, LLC | 5.3K | $208.7K | −$5.25K | Cut−$1.01M |
| IFP Advisors, Inc | 4.62K | $182.1K | −$4.58K | Cut−$4.58K |
| Aspect Partners, LLC | 4.41K | $173.8K | −$4.37K | Cut−$4.37K |
| Compagnie Lombard Odier SCmA | 4.38K | $172.5K | −$3.44K | Added$32K |
| FIFTH THIRD BANCORP | 4.2K | $165.3K | — | New |
| PRIVATE TRUST CO NA | 4.18K | $164.7K | −$3.15K | Added$36K |
| Strategic Investment Advisors / MI | 3.4K | $133.7K | — | New |
| Key Capital Management, INC | 2.53K | $99.7K | −$2.51K | Cut−$63.1K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 2.22K | $87.4K | −$2.16K | Cut−$542 |
| Mosley Wealth Management | 2.11K | $83.7K | — | New |
| Investors Research Corp | 1.59K | $62.6K | −$1.57K | Cut−$1.57K |
| Steward Partners Investment Advisory, LLC | 1.36K | $53.7K | −$1.11K | Added$8.46K |
| Fidelity | 1.35K | $53.2K | −$1.03K | Added$11.5K |
| Rossby Financial, LCC | 1.27K | $49.8K | −$309 | Added$38.2K |
| NATIONAL BANK OF CANADA /FI/ | 1.04K | $40.8K | −$1.16K | Cut−$1.16K |
| PNC Financial Services Group, Inc. | 700 | $27.6K | −$694 | Cut−$694 |
| AMERIFLEX GROUP, INC. | 516 | $20.3K | −$511 | Cut−$11.4K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 500 | $19.7K | — | New |
| DELTA ASSET MANAGEMENT LLC/TN | 411 | $16.2K | −$407 | Cut−$811 |
| HARBOUR INVESTMENTS, INC. | 355 | $14K | −$54 | Added$11.8K |
| Advisory Services Network, LLC | 277 | $10.9K | — | New |
| CWM, LLC | 268 | $10.6K | $10.5K | Added$10.5K |
| Legacy Wealth Managment, LLC/ID | 197 | $7.76K | −$98 | Added$3.76K |
| JPMORGAN CHASE & CO | 184 | $7.17K | −$257 | Cut−$257 |
| Geneos Wealth Management Inc. | 150 | $5.91K | −$149 | Cut−$149 |
| Truvestments Capital LLC | 133 | $5.24K | — | New |
| CoreCap Advisors, LLC | 120 | $4.73K | −$118 | Cut−$118 |
| Smartleaf Asset Management LLC | 118 | $4.6K | −$171 | Cut−$171 |
| Pflug Koory, LLC | 107 | $4.21K | −$106 | Cut−$106 |
| Thrivent Financial for Lutherans | 73.8K | $2.9K | −$76 | Cut−$62 |
| Hilton Head Capital Partners, LLC | 67 | $2.64K | — | New |
| Vision Retirement, LLC | 42 | $1.65K | −$42 | Cut−$42 |
| Cambridge Investment Research Advisors, Inc. | 38.2K | $1.5K | −$38 | Cut−$383 |
| MAI Capital Management | 8 | $316 | −$7 | Cut−$7 |
| PMV Capital Advisers, LLC | 5 | $179 | — | New |
| Transamerica Financial Advisors, LLC | 3 | $153 | $36 | Cut−$3 |
| Anfield Capital Management, LLC | 1 | $41 | — | New |
| TSFG, LLC | 52 | $2 | −$0 | Held |