| ENVESTNET ASSET MANAGEMENT INC | 2.27M | $108.2M | −$1.01M | Added$10.8M |
| Fidelity | 2.27M | $108.2M | −$1.14M | Cut−$1.14M |
| Composition Wealth, LLC | 2.27M | $108.1M | −$1.02M | Added$10.4M |
| LPL Financial LLC | 1.39M | $66.4M | −$697.2K | Cut−$10.2M |
| MAI Capital Management | 1.16M | $55.2M | −$548.3K | Added$2.45M |
| HighTower Advisors, LLC | 1.15M | $54.7M | −$532.8K | Added$3.56M |
| BANK OF AMERICA CORP /DE/ | 967.2K | $46M | −$483.6K | Cut−$7.43M |
| MORGAN STANLEY | 796.2K | $37.9M | −$378.6K | Added$1.47M |
| UBS Group AG | 653.9K | $31.1M | −$256.2K | Added$6.48M |
| Compass Wealth Management, LLC/GA | 650.4K | $31M | −$325.2K | Cut−$1.43M |
| AMERIPRISE FINANCIAL INC | 589.3K | $28M | −$273.2K | Added$1.54M |
| Cetera Investment Advisers | 534.5K | $25.4M | −$267.3K | Cut−$2.9M |
| MML INVESTORS SERVICES, LLC | 460.1K | $21.9M | −$143.9K | Added$8.06M |
| RAYMOND JAMES FINANCIAL INC | 458K | $21.8M | −$209.2K | Added$1.68M |
| Parcion Private Wealth LLC | 410.8K | $19.5M | −$199.2K | Added$387.2K |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | 399.4K | $19M | −$199.7K | Cut−$2.53M |
| JPMORGAN CHASE & CO | 393.1K | $18.6M | −$237.1K | Added$3.2M |
| State of New Jersey Common Pension Fund D | 350K | $16.7M | −$175K | Cut−$19.4M |
| WELLS FARGO & COMPANY/MN | 322.4K | $15.3M | −$161.2K | Cut−$7.27M |
| COMMONWEALTH EQUITY SERVICES, LLC | 268.3K | $12.8M | −$134.1K | Cut−$2.79M |
| Migdal Insurance & Financial Holdings Ltd. | 268.3K | $12.8M | $12.5M | Added$12.8M |
| Kelly Financial Services LLC | 250.9K | $12M | −$112.9K | Cut−$1.05M |
| ASSETMARK, INC | 243.6K | $11.6M | −$121.8K | Cut−$1.5M |
| Envestnet Portfolio Solutions, Inc. | 219.2K | $10.4M | −$109.6K | Cut−$2.13M |
| Fonville Wealth Management LLC | 214.4K | $10.2M | −$99.1K | Added$674K |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 200.1K | $9.5M | −$42.9K | Added$6.76M |
| Madison Asset Management, LLC | 197.8K | $9.41M | −$94.1K | Added$365.1K |
| OneDigital Investment Advisors LLC | 183.8K | $8.75M | −$59.5K | Added$3.02M |
| ROYAL BANK OF CANADA | 174.3K | $8.29M | −$87K | Added$45K |
| STERLING INVESTMENT ADVISORS LLC /ADV | 172.6K | $8.21M | −$84.4K | Added$98.7K |
| COLTON GROOME FINANCIAL ADVISORS, LLC | 157.8K | $7.51M | −$78.8K | Cut−$69.4K |
| Citadel | 147.4K | $7.02M | −$29.1K | Added$4.22M |
| Heck Capital Advisors, LLC | 140.9K | $6.71M | −$70.1K | Cut−$28.6K |
| JANE STREET GROUP, LLC | 127.4K | $6.06M | — | New |
| Creative Planning | 119.5K | $5.69M | −$59.7K | Cut−$671.9K |
| Vestmark Advisory Solutions, Inc. | 111.3K | $5.3M | −$55.7K | Cut−$4.32M |
| WRAPMANAGER INC | 108.8K | $5.18M | −$40.8K | Added$1.25M |
| Procyon Advisors, LLC | 107.3K | $5.11M | −$53.7K | Cut−$806.7K |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC | 101.2K | $4.82M | — | New |
| Climber Capital SA | 94.3K | $4.39M | $805.8K | Cut−$48.5K |
| Integrated Wealth Concepts LLC | 91K | $4.33M | −$45.6K | Cut−$87.7K |
| BlackRock, Inc. | 81.9K | $3.9M | −$18.3K | Added$2.13M |
| Catalyst Investment Management LLC | 81.3K | $3.9M | −$12.2K | Cut−$606.9K |
| Clear Creek Financial Management, LLC | 79.4K | $3.78M | −$33K | Added$606.3K |
| Glen Eagle Advisors, LLC | 78.9K | $3.76M | −$32.9K | Added$593K |
| Midwest Professional Planners, LTD. | 78.9K | $3.75M | −$37.2K | Added$178K |
| Centennial Bank/AR/ | 78.1K | $3.72M | −$5.26K | Added$3.21M |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 77.5K | $3.68M | −$30.1K | Added$1.08M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 75.9K | $3.61M | −$38K | Cut−$176.6K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 72.8K | $3.47M | −$36.4K | Cut−$2.78M |
| NorthRock Partners, LLC | 69.7K | $3.32M | −$25.8K | Added$839.3K |
| JB Capital LLC | 67.1K | $3.19M | −$33.5K | Cut−$607.8K |
| OSAIC HOLDINGS, INC. | 65.4K | $3.11M | −$30.8K | Added$168.8K |
| Triad Wealth Partners, LLC | 64.2K | $3.05M | −$32K | Cut−$509.7K |
| NorthCrest Asset Manangement, LLC | 63K | $3M | −$33.4K | Cut−$1.18M |
| ISTHMUS PARTNERS, LLC | 60K | $2.85M | — | New |
| PETRA FINANCIAL ADVISORS INC | 59.1K | $2.81M | −$28.4K | Added$76.8K |
| CreativeOne Wealth, LLC | 56.6K | $2.69M | −$28.3K | Cut−$707.2K |
| SHUTTLEWORTH & Co | 54.7K | $2.61M | −$21.9K | Added$494.2K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 54.1K | $2.57M | −$27K | Cut−$427.1K |
| Cornerstone Financial Group, LLC /NE/ | 53.5K | $2.54M | −$31.4K | Added$313.9K |
| Mirae Asset Global Investments Co., Ltd. | 52K | $2.48M | −$26K | Cut−$123.2K |
| GUGGENHEIM CAPITAL LLC | 46.9K | $2.23M | −$18K | Added$506.2K |
| ShoreHaven Wealth Partners, LLC | 44.6K | $2.12M | −$22.3K | Cut−$577.2K |
| Sanctuary Advisors, LLC | 43.9K | $2.09M | −$21.9K | Cut−$778.4K |
| ESL Trust Services, LLC | 42.1K | $2M | −$18.7K | Added$207.9K |
| Quadrant Private Wealth Management, LLC | 40K | $1.9M | −$20K | Cut−$617.8K |
| RKL Wealth Management LLC | 38.5K | $1.83M | −$19.3K | Cut−$192.5K |
| LFA - Lugano Financial Advisors SA | 38.2K | $1.8M | −$33.1K | Cut−$37.6K |
| STIFEL FINANCIAL CORP | 33.2K | $1.58M | −$16.6K | Cut−$133.4K |
| JONES FINANCIAL COMPANIES LLLP | 31.8K | $1.5M | −$23.4K | Added$374.6K |
| HANOVER ADVISORS INC | 31.3K | $1.49M | −$15.4K | Added$7.42K |
| Sequoia Financial Advisors, LLC | 30.4K | $1.45M | −$15.2K | Cut−$248.2K |
| Dynamic Wealth Strategies, LLC | 28.6K | $1.36M | −$13.5K | Added$57.9K |
| Bank of New York Mellon Corp | 25.6K | $1.22M | −$12.8K | Cut−$1.35M |
| Bigelow Investment Advisors, LLC | 25.3K | $1.2M | −$12.3K | Added$14.4K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 23.2K | $1.11M | — | New |
| Detalus Advisors, LLC | 20.8K | $992.2K | −$10.4K | Cut−$114.2K |
| MERCER GLOBAL ADVISORS INC /ADV | 20.5K | $976.9K | −$10.3K | Cut−$972.6K |
| EFG International AG | 19.1K | $911.3K | — | New |
| SIGNET FINANCIAL MANAGEMENT, LLC | 18.8K | $894.8K | −$9.39K | Cut−$155.3K |
| Compound Planning, Inc. | 18.7K | $889.2K | −$9.34K | Cut−$55.7K |
| Kestra Advisory Services, LLC | 18.6K | $886K | −$6.59K | Added$253.4K |
| Invst, LLC | 18.6K | $884K | −$9.28K | Cut−$363.7K |
| Orion Porfolio Solutions, LLC | 18.3K | $870.6K | −$9.14K | Cut−$314.1K |
| CAMBIAR INVESTORS LLC | 18.1K | $860.6K | −$8.17K | Added$74.8K |
| Summit Financial, LLC | 18.1K | $860.4K | — | New |
| Cerity Partners LLC | 17.3K | $821.6K | — | New |
| Sunflower Bank, N.A. | 15.9K | $756.7K | −$7.95K | Cut−$7.95K |
| Freestone Capital Holdings, LLC | 13.7K | $653.8K | −$6.87K | Cut−$477.8K |
| BDFS Capital LLC | 13K | $620.3K | −$6.21K | Added$19K |
| Simplicity Wealth,LLC | 13K | $620.1K | −$6.52K | Cut−$11.7K |
| Beaumont Financial Advisors, LLC | 12.8K | $611.1K | −$6.42K | Cut−$6.42K |
| Montecito Bank & Trust | 12.8K | $608.3K | −$5.39K | Added$89.8K |
| Transamerica Financial Advisors, LLC | 12.7K | $604.1K | −$6.34K | Cut−$66.9K |
| Global Assets Advisory, LLC | 12.5K | $595.8K | −$6.09K | Added$10.3K |
| Icon Wealth Advisors, LLC | 12.3K | $586.4K | −$7.41K | Cut−$245.7K |
| Keystone Financial Group | 12.2K | $580.7K | −$6.1K | Cut−$64.1K |
| Two West Capital Advisors LLC | 12K | $568.6K | −$4.19K | Added$232.9K |
| Avantra Family Wealth, Inc. | 11.8K | $563.3K | −$5.92K | Cut−$109.3K |
| Rockefeller Capital Management L.P. | 11.8K | $561.4K | −$5.89K | Cut−$162.2K |
| Integrated Advisors Network LLC | 11.3K | $536.2K | −$5.65K | Cut−$690.7K |
| World Investment Advisors | 10.9K | $518.8K | −$5.45K | Cut−$117.2K |
| GeoWealth Management, LLC | 10.8K | $513.2K | −$5.03K | Added$28.6K |
| MONOGRAPH WEALTH ADVISORS, LLC | 10.5K | $499.2K | −$5.25K | Cut−$5.25K |
| Snowden Capital Advisors LLC | 10.2K | $487.6K | −$3.91K | Added$111.4K |
| Advisory Services Network, LLC | 10.2K | $485.3K | −$5.1K | Cut−$58.6K |
| Shelter Mutual Insurance Co | 10K | $476.1K | −$4.85K | Cut−$4.85K |
| AMG National Trust Bank | 9.85K | $468.8K | −$4.68K | Added$19.1K |
| Ausdal Financial Partners, Inc. | 9.8K | $466.6K | −$4.91K | Cut−$436.2K |
| ELEVATION POINT WEALTH PARTNERS, LLC | 9.71K | $462.1K | −$3.32K | Added$143K |
| Pacific Wealth Management | 9.5K | $451.9K | −$4.77K | Cut−$14.7M |
| Pinnacle Financial Partners, Inc. | 8.63K | $410.6K | −$4.31K | Cut−$4.26K |
| Concurrent Investment Advisors, LLC | 8.46K | $402.4K | — | New |
| PRIVATE TRUST CO NA | 8.3K | $394.8K | −$3K | Added$105.8K |
| Colonial Trust Co / SC | 8.15K | $387.8K | −$4.07K | Cut−$126.5K |
| Keebeck Wealth Management | 8.12K | $386.6K | — | New |
| CONSULTIVA WEALTH MANAGEMENT, CORP. | 8K | $380.6K | −$4K | Cut−$4K |
| Vision Retirement, LLC | 7.96K | $378.6K | −$3.97K | Cut−$210K |
| Mariner, LLC | 7.51K | $357.6K | — | New |
| Gateway Wealth Partners, LLC | 7.24K | $344.3K | — | New |
| MGO ONE SEVEN LLC | 7.01K | $333.7K | −$3.51K | Cut−$130.4K |
| MEITAV INVESTMENT HOUSE LTD | 7K | $332.2K | −$3.41K | Cut−$86.7K |
| LOCKERMAN FINANCIAL GROUP, INC. | 6.97K | $331.8K | −$3.49K | Cut−$63.1K |
| Meadow Creek Wealth Advisors LLC | 6.88K | $327.6K | −$3.44K | Cut−$4.4K |
| OpenArc Corporate Advisory, LLC | 6.64K | $315.9K | −$3.12K | Added$15.5K |
| SigFig Wealth Management, LLC | 6.5K | $309.2K | −$3.25K | Cut−$95.8K |
| Weaver Consulting Group | 6.42K | $305.4K | −$3.21K | Cut−$3.21K |
| Synergy Investment Management, LLC | 6.38K | $303.7K | −$3.18K | Cut−$69.2K |
| GC Wealth Management RIA, LLC | 6.33K | $301.1K | — | New |
| Skyline Advisors, Inc. | 6.24K | $296.8K | — | New |
| Quantinno Capital Management LP | 5.74K | $273.3K | −$2.87K | Cut−$2.87K |
| Wealthcare Advisory Partners LLC | 5.35K | $254.8K | — | New |
| Security Financial Services, INC. | 5.3K | $252K | −$2.65K | Cut−$95.2K |
| Farther Finance Advisors, LLC | 5.31K | $252K | −$3.35K | Cut−$21.6K |
| Professional Financial Advisors, LLC | 5.21K | $248.1K | −$2.61K | Cut−$2.61K |
| Embree Financial Group | 5.17K | $245.9K | −$2.6K | Cut−$92.7K |
| AE Wealth Management LLC | 5.11K | $243.3K | −$2.57K | Cut−$2.89M |
| Corient Private Wealth LLC | 5.02K | $238.9K | −$2.58K | Cut−$357.3K |
| Stratos Wealth Partners, LTD. | 4.95K | $235.6K | — | New |
| Tennessee Valley Asset Management Partners | 4.85K | $230.8K | −$2.42K | Cut−$65.9K |
| RED REEF ADVISORS LLC | 4.84K | $230.5K | −$2.4K | Cut−$25K |
| LEUTHOLD GROUP, LLC | 4.65K | $221.4K | −$2.33K | Cut−$71.3K |
| Argyle Capital Partners, LLC | 4.65K | $221.4K | −$2.33K | Cut−$2.33K |
| Ameritas Advisory Services, LLC | 4.65K | $221.1K | −$2.18K | Added$14.4K |
| Private Advisor Group, LLC | 4.58K | $217.7K | — | New |
| EHRLICH FINANCIAL GROUP | 4.49K | $213.8K | −$2.25K | Cut−$57.1K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 66.8K | $177.7K | −$499.5K | Cut−$351K |
| Steward Partners Investment Advisory, LLC | 3.48K | $165.8K | −$616 | Added$106.5K |
| PROTECTIVE LIFE CORP | 3.3K | $157.1K | — | New |
| Arax Advisory Partners | 3.21K | $152.6K | −$1.58K | Cut−$534.4K |
| Geneos Wealth Management Inc. | 3.15K | $150.1K | −$1.28K | Added$26.9K |
| FIFTH THIRD BANCORP | 2.92K | $139K | — | New |
| PNC Financial Services Group, Inc. | 2.82K | $134.1K | −$964 | Added$41.6K |
| EASTERN BANK | 2.71K | $129.2K | −$1.36K | Cut−$17.7K |
| Qube Research & Technologies Ltd | 2.63K | $125.2K | — | New |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2.02K | $95.7K | −$1.27K | Cut−$1.27K |
| Aptus Capital Advisors, LLC | 1.93K | $91.7K | −$963 | Cut−$10.3K |
| Bogart Wealth, LLC | 1.24K | $58.8K | −$613 | Cut−$185 |
| WealthShield Partners, LLC | 1K | $47.6K | −$500 | Cut−$500 |
| Rossby Financial, LCC | 911 | $43.2K | −$194 | Added$28.4K |
| IFP Advisors, Inc | 797 | $37.9K | −$398 | Cut−$28.1K |
| HUNTINGTON NATIONAL BANK | 730 | $34.7K | −$366 | Cut−$366 |
| PALLADIEM, LLC | 720 | $34.3K | −$310 | Cut−$310 |
| Signature Equity Partners, LLC | 553 | $26.3K | −$79 | Added$18.7K |
| Godfrey Financial Associates, Inc. | 435 | $20.7K | −$217 | Cut−$217 |
| Cornerstone Planning Group LLC | 381 | $18.1K | — | New |
| Betterment LLC | 377.2K | $17.9K | −$172 | Added$1.39K |
| Y.D. More Investments Ltd | 328 | $15.6K | −$164 | Cut−$30.3K |
| Mascoma Wealth Management LLC | 300 | $14.3K | −$150 | Cut−$150 |
| Golden State Wealth Management, LLC | 251 | $11.9K | −$132 | Cut−$37 |
| West Branch Capital LLC | 201 | $9.57K | — | New |
| HARBOUR INVESTMENTS, INC. | 126 | $6.01K | −$67 | Cut−$19 |
| PARK AVENUE SECURITIES LLC | 91K | $4.33K | −$46 | Cut−$522 |
| Ashton Thomas Private Wealth, LLC | 74 | $3.52K | — | New |
| FRANKLIN RESOURCES INC | 64 | $3.05K | −$32 | Cut−$32 |
| Quest 10 Wealth Builders, Inc. | 53 | $2.5K | −$28 | Cut−$171 |
| Westside Investment Management, Inc. | 48 | $2.28K | −$24 | Cut−$24 |
| Cambridge Investment Research Advisors, Inc. | 46.6K | $2.22K | −$23 | Cut−$3.13K |
| Imprint Wealth LLC | 44 | $2.09K | −$22 | Cut−$22 |
| CWM, LLC | 34 | $1.62K | $1.09K | Added$1.62K |
| Strategic Wealth Partners, Ltd. | 23 | $1.09K | −$11 | Cut−$3.76K |
| Janney Montgomery Scott LLC | 11.6K | $552 | −$5 | Added$29 |
| CoreCap Advisors, LLC | 11 | $523 | −$6 | Cut−$6 |
| Allworth Financial LP | 4 | $191 | −$1 | Cut−$16.7K |
| Smartleaf Asset Management LLC | 0 | $27 | — | Held |
| HANTZ FINANCIAL SERVICES, INC. | 15 | $1 | $0 | Held |