| Richard Bernstein Advisors LLC | 6.19M | $320.7M | — | New |
| ENVESTNET ASSET MANAGEMENT INC | 2.67M | $138.4M | $153.6K | Added$50.6M |
| BlackRock, Inc. | 2.1M | $108.7M | $155.2K | Added$19.9M |
| LPL Financial LLC | 1.94M | $100.6M | $156.5K | Added$11M |
| Advocacy Wealth Management, LLC | 1.05M | $54.6M | $67K | Added$16.3M |
| MORGAN STANLEY | 825.5K | $42.8M | $22.4K | Added$30M |
| Cetera Investment Advisers | 587.4K | $30.4M | $40.5K | Added$7.29M |
| INSPIRION WEALTH ADVISORS, LLC | 563.3K | $29.2M | $45.2K | Added$3.33M |
| JPMORGAN CHASE & CO | 537.7K | $27.9M | $38K | Cut−$31.4M |
| Pallas Capital Advisors LLC | 513K | $26.6M | $46.4K | Cut−$2.38M |
| CenturyLink Investment Management Co | 511.6K | $26.5M | — | New |
| MML INVESTORS SERVICES, LLC | 440.9K | $22.9M | $26.1K | Added$7.94M |
| Vestmark Advisory Solutions, Inc. | 440.5K | $22.8M | $25.3K | Added$8.33M |
| August Group Capital Ltd | 316.3K | $16.4M | $16.1K | Added$7.2M |
| Goldstone Financial Group, LLC | 303.9K | $15.8M | $23.9K | Added$2.09M |
| Landing Point Financial Group, LLC | 298.3K | $15.5M | $24.5K | Added$1.44M |
| OneDigital Investment Advisors LLC | 292.4K | $15.2M | $10.5K | Added$9.16M |
| ASSETMARK, INC | 289.7K | $15M | $18.9K | Added$4.21M |
| AE Wealth Management LLC | 274.4K | $14.2M | $21K | Added$2.23M |
| Envestnet Portfolio Solutions, Inc. | 270.9K | $14M | $17K | Added$4.3M |
| COMMONWEALTH EQUITY SERVICES, LLC | 258.6K | $13.4M | $18.5K | Added$2.82M |
| Elequin Capital, LP | 317.2K | $12.6M | −$2.43K | Added$12.6M |
| Cascade Wealth Advisors, Inc | 239.3K | $12.4M | −$31.8K | Added$631.4K |
| CacheTech Inc. | 217.1K | $11.3M | $19.6K | Cut−$68.4K |
| STAR Financial Bank | 213.4K | $11.1M | $16.7K | Added$1.5M |
| Tower Research Capital LLC (TRC) | 200.4K | $10.4M | $5.68K | Added$7.14M |
| Prime Capital Investment Advisors, LLC | 195.7K | $10.1M | $2.65K | Added$8.63M |
| Adams Wealth Management | 195.4K | $10.1M | $17.5K | Added$123.5K |
| Cannon Capital Management, Inc. | 192.4K | $9.97M | $12.2K | Added$3M |
| Kovitz Investment Group Partners, LLC | 188.3K | $9.76M | $16K | Added$574.1K |
| Ferguson Shapiro LLC | 184.1K | $9.54M | $16.7K | Cut−$2.66M |
| DRIVE WEALTH MANAGEMENT, LLC | 179.6K | $9.31M | $16.2K | Cut−$2M |
| BAR HARBOR WEALTH MANAGEMENT | 175.5K | $9.1M | $15.9K | Cut−$5.65M |
| Macro Advisors, Inc. | 160.6K | $8.32M | — | Held |
| STIFEL FINANCIAL CORP | 150.8K | $7.82M | $1.53K | Added$6.94M |
| ODonnell Financial Services, LLC | 148.6K | $7.69M | −$563 | Added$457.3K |
| ELEVATION POINT WEALTH PARTNERS, LLC | 140.4K | $7.28M | $1.4K | Added$6.48M |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 138.7K | $7.2M | $5.99K | Added$4.6M |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 137.4K | $7.13M | $847 | Added$6.71M |
| E6 Portfolios, LLC | 134.6K | $6.98M | $10.2K | Added$1.16M |
| Client First Capital LLC | 134.4K | $6.97M | — | New |
| KICKSTAND VENTURES, LLC. | 124.5K | $6.46M | $11.3K | Cut−$133.2K |
| BANK OF MONTREAL /CAN/ | 121.9K | $6.32M | $7.55K | Added$2M |
| UBS Group AG | 115.4K | $5.98M | — | New |
| Triad Wealth Partners, LLC | 114K | $5.91M | $5.42K | Added$2.82M |
| POTENTIA WEALTH | 111.3K | $5.77M | $7.32K | Added$1.56M |
| Equitable Holdings, Inc. | 99.4K | $5.14M | $0 | Added$1.4M |
| Meiji Yasuda Life Insurance Co | 98K | $5.08M | — | New |
| Private Advisor Group, LLC | 94.7K | $4.91M | $8.25K | Added$200.8K |
| ATX Financial Planning, LLC | 91.7K | $4.75M | $2.41K | Added$3.38M |
| JB Capital LLC | 86.6K | $4.49M | $5.75K | Added$1.2M |
| ALLSTATE CORP | 84.6K | $4.39M | $3.74K | Added$2.24M |
| SCOTIA CAPITAL INC. | 77.7K | $4.02M | $7.09K | Cut−$236.6K |
| OSAIC HOLDINGS, INC. | 75.5K | $3.91M | $7.04K | Cut−$1.48M |
| CAPTRUST FINANCIAL ADVISORS | 75.1K | $3.89M | $6.79K | Cut−$1.55M |
| Citadel | 72.6K | $3.76M | — | New |
| RAYMOND JAMES FINANCIAL INC | 71.7K | $3.72M | $5.05K | Added$827.6K |
| Aureus Asset Management, LLC | 70.8K | $3.67M | $6K | Added$235.7K |
| Bulwark Capital Corp | 70.7K | $3.66M | $4.1K | Added$1.32M |
| Rockport Wealth LLC | 67.2K | $3.48M | $3.51K | Added$1.48M |
| NewEdge Wealth, LLC | 64.3K | $3.33M | — | New |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 61.6K | $3.19M | $4.21K | Added$777.9K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 60.9K | $3.16M | — | New |
| HUB Investment Partners, LLC | 60.5K | $3.14M | — | New |
| TRUIST FINANCIAL CORP | 58.3K | $3.02M | $5.26K | Cut−$96.8K |
| NorthRock Partners, LLC | 56.6K | $2.94M | $1.91K | Added$1.84M |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 49.4K | $2.56M | $2.09K | Added$1.12M |
| J. Mark Nickell & Co. | 45.5K | $2.36M | $4.01K | Added$62.2K |
| Brookstone Capital Management | 41K | $2.13M | $3.7K | Cut−$58.7K |
| TOEWS CORP /ADV | 40.5K | $2.1M | $3.66K | Cut−$151.6K |
| NORTHBRIDGE FINANCIAL GROUP, LLC | 37.1K | $1.92M | $200 | Cut−$532.8K |
| IHT Wealth Management, LLC | 35.6K | $1.84M | — | New |
| Impact Partnership Wealth, LLC | 35.2K | $1.82M | $2.68K | Added$294.3K |
| EHRLICH FINANCIAL GROUP | 34.9K | $1.81M | — | New |
| Sequoia Financial Advisors, LLC | 34.6K | $1.8M | $2.16K | Added$559.4K |
| Cox Capital Mgt LLC | 32.5K | $1.69M | $37 | Added$186.8K |
| PARSONS CAPITAL MANAGEMENT INC/RI | 32.1K | $1.66M | $2.9K | Cut−$254.8K |
| IFP Advisors, Inc | 31.9K | $1.65M | $2.89K | Cut−$454.9K |
| Ameritas Advisory Services, LLC | 31K | $1.61M | — | New |
| Sovran Advisors, LLC | 29.9K | $1.55M | — | New |
| Mariner, LLC | 29.6K | $1.53M | — | New |
| MAINSAIL ASSET MANAGEMENT, LLC | 29.5K | $1.53M | $2.66K | Cut−$607.6K |
| Centennial Wealth Advisory LLC | 29.3K | $1.52M | $2.66K | Added$46.1K |
| HM PAYSON & CO | 29.1K | $1.51M | — | New |
| Independent Advisor Alliance | 28.8K | $1.49M | — | New |
| LAFFER TENGLER INVESTMENTS, INC. | 27.2K | $1.41M | $2.27K | Added$110.3K |
| Constellation Investments, Inc. | 27K | $1.4M | $2.44K | Cut−$2.64M |
| Orion Porfolio Solutions, LLC | 25.2K | $1.31M | $1.84K | Added$254.5K |
| Stratos Wealth Partners, LTD. | 24.4K | $1.26M | — | New |
| OPPENHEIMER & CO INC | 24.4K | $1.26M | — | New |
| Elwood & Goetz Wealth Advisory Group, LLC | 24.2K | $1.25M | $2.19K | Added$2.24K |
| Triumph Capital Management | 24.1K | $1.25M | $2.15K | Added$17.7K |
| Invst, LLC | 24K | $1.25M | $1.86K | Added$180.9K |
| Castle Rock Wealth Management, LLC | 23.9K | $1.24M | — | New |
| Ausdal Financial Partners, Inc. | 23.3K | $1.21M | $1.7K | Added$216.7K |
| CARY STREET PARTNERS FINANCIAL LLC | 22.8K | $1.18M | $2.06K | Cut−$91.6K |
| Bank of New York Mellon Corp | 22.7K | $1.18M | $2.03K | Cut−$280.5K |
| EFG International AG | 21.1K | $1.09M | — | New |
| Kingsview Wealth Management, LLC | 21K | $1.09M | $1.9K | Cut−$188.3K |
| Brookwood Investment Group LLC | 20.6K | $1.07M | $1.85K | Cut−$853.3K |
| SHP Wealth Management | 20K | $1.04M | $1.28K | Added$220.8K |
| Advisory Services Network, LLC | 19.7K | $1.02M | $946 | Added$498.8K |
| Maridea Wealth Management LLC | 19.6K | $1.02M | — | New |
| BOS Asset Management, LLC | 19.3K | $1M | $1.75K | Added$1.75K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 19.1K | $989.6K | −$1.05K | Cut−$24K |
| BEACON FINANCIAL GROUP | 18.9K | $979.9K | $1.67K | Added$37.8K |
| Weaver Consulting Group | 18.7K | $969.3K | $1.69K | Added$1.69K |
| Black Swift Group, LLC | 18.3K | $947.5K | $1.65K | Cut−$491.7K |
| Veltria Advisors Corp. | 17.9K | $925.2K | — | New |
| Breakwater Capital Group | 17.8K | $921.4K | $1.61K | Cut−$195.1K |
| Optivise Advisory Services LLC | 17.8K | $920.6K | $1.62K | Cut−$6.4K |
| FOCUSED ALPHA, LLC | 16.4K | $850.3K | $1.27K | Added$111.3K |
| Perigon Wealth Management, LLC | 16.1K | $834K | — | New |
| Arkadios Wealth Advisors | 15.7K | $812K | $1.03K | Added$216.3K |
| PANORAMIC INVESTMENT ADVISORS, LLC | 15.2K | $787.4K | $1.2K | Added$102.4K |
| Transamerica Financial Advisors, LLC | 15.1K | $784.3K | $935 | Added$258K |
| Two West Capital Advisors LLC | 14.6K | $759.3K | $1K | Added$488.7K |
| GeoWealth Management, LLC | 13.8K | $714.9K | $807 | Added$257.4K |
| PNC Financial Services Group, Inc. | 13.7K | $711.8K | $1,000 | Added$145.2K |
| Icon Wealth Advisors, LLC | 13K | $675.1K | $2.15K | Added$89.6K |
| Corient Private Wealth LLC | 12.6K | $651K | $1.14K | Added$1.14K |
| Heritage Family Offices, LLP | 12.4K | $641.7K | $1.12K | Cut−$313K |
| NWAM LLC | 12K | $621.5K | −$1.71K | Added$49.4K |
| FIFTH THIRD BANCORP | 12K | $619.9K | — | New |
| WESPAC Advisors, LLC | 11.5K | $597.8K | $1.04K | Cut−$1M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 11.3K | $587.2K | $913 | Added$64.6K |
| GRAHAM CAPITAL WEALTH MANAGEMENT, LLC | 11K | $571.4K | $893 | Added$69.5K |
| Skyline Advisors, Inc. | 10.6K | $547.9K | — | New |
| NewEdge Advisors, LLC | 4.42K | $534.8K | $306.1K | Cut−$234.9K |
| Wealthcare Advisory Partners LLC | 10.3K | $531.7K | $749 | Added$103.2K |
| Concurrent Investment Advisors, LLC | 10.2K | $530.7K | — | New |
| Empire Financial Management Company, LLC | 10.1K | $525.9K | $804 | Added$65.6K |
| World Investment Advisors | 10.1K | $524.2K | $805 | Added$65.3K |
| Quantinno Capital Management LP | 10K | $518.4K | $904 | Added$904 |
| New England Private Wealth Advisors LLC | 10K | $518.4K | $904 | Added$904 |
| SigFig Wealth Management, LLC | 9.84K | $510K | $692 | Added$114.2K |
| EAGLE GLOBAL ADVISORS LLC | 9.66K | $500.7K | $873 | Cut−$6.89K |
| Union Bancaire Privee, UBP SA | 9.62K | $498.2K | $724 | Added$724 |
| Keebeck Wealth Management | 9.61K | $498.1K | — | New |
| Ballast Rock Private Wealth LLC | 9.54K | $494.2K | — | New |
| ROYAL BANK OF CANADA | 9.49K | $491K | $67 | Cut−$2.28M |
| Synergy Investment Management, LLC | 9.36K | $485.2K | $639 | Added$139.6K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 9.22K | $478K | $833 | Cut−$3.06M |
| IEQ CAPITAL, LLC | 8.38K | $434.6K | — | New |
| Gateway Wealth Partners, LLC | 8.15K | $422.3K | — | New |
| OpenArc Corporate Advisory, LLC | 8.02K | $415.6K | $558 | Added$96.2K |
| HUNTINGTON NATIONAL BANK | 7.64K | $396K | $287 | Added$231.6K |
| TRANSCEND CAPITAL ADVISORS, LLC | 7.55K | $391.2K | $687 | Added$2.6K |
| Merit Financial Group, LLC | 7.36K | $381.4K | $589 | Added$31.7K |
| Able Wealth Management LLC | 7.03K | $364.6K | — | New |
| Cerity Partners LLC | 6.73K | $348.7K | $607 | Cut−$124.3K |
| Dynasty Wealth Management, LLC | 6.7K | $347.4K | — | New |
| LOCKERMAN FINANCIAL GROUP, INC. | 6.5K | $336.7K | $487 | Added$58.2K |
| Mutual Advisors, LLC | 6.41K | $332.4K | — | New |
| Guidance Point Advisors, LLC | 6.21K | $321.9K | — | New |
| Simplicity Wealth,LLC | 5.94K | $307.8K | — | New |
| Venturi Wealth Management, LLC | 5.92K | $306.9K | — | New |
| Steward Partners Investment Advisory, LLC | 5.75K | $298.3K | $317 | Added$116.7K |
| Geneos Wealth Management Inc. | 5.72K | $296.4K | $205 | Added$186.5K |
| GC Wealth Management RIA, LLC | 5.55K | $287.8K | — | New |
| Elm3 Financial Group, LLC | 5.55K | $287.6K | $502 | Cut−$19.2K |
| Liberty Atlantic Advisors LLC | 5.49K | $284.4K | — | New |
| Fortis Advisors, LLC | 5.42K | $280.8K | $424 | Added$44.7K |
| Colonial Trust Co / SC | 5.32K | $275.8K | $394 | Added$50.3K |
| Vision Retirement, LLC | 5.16K | $267.3K | $475 | Added$4.72K |
| Spectrum Planning & Advisory Services Inc. | 5.06K | $262.3K | — | New |
| SAGESPRING WEALTH PARTNERS, LLC | 4.98K | $257.9K | — | New |
| SILVERLAKE WEALTH MANAGEMENT LLC | 4.92K | $255.2K | — | New |
| GWN SECURITIES INC. | 4.75K | $246.2K | $362 | Added$33.4K |
| Bison Wealth, LLC | 4.49K | $233K | — | New |
| Visionary Horizons, LLC | 4.48K | $232.5K | — | New |
| SteelPeak Wealth, LLC | 4.46K | $231.4K | — | New |
| Integrated Wealth Concepts LLC | 4.4K | $228.2K | — | New |
| ONE Advisory Partners, LLC | 4.11K | $212.8K | — | New |
| XTX Topco Ltd | 4.01K | $207.9K | — | New |
| Embree Financial Group | 3.99K | $206.9K | — | New |
| KELLEHER FINANCIAL ADVISORS | 2.36K | $122.1K | $216 | Added$10.2K |
| REICON WEALTH ADVISORS, LLC | 2.35K | $121.9K | $186 | Added$15.3K |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2.06K | $107K | — | New |
| WELLS FARGO & COMPANY/MN | 2.02K | $105K | $37 | Added$78.2K |
| Spire Wealth Management | 2K | $103.7K | $181 | Added$181 |
| Smartleaf Asset Management LLC | 1.88K | $97.4K | — | New |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 1.78K | $92.3K | $161 | Added$161 |
| PRIVATE TRUST CO NA | 1.72K | $88.9K | $98 | Added$33K |
| CWM, LLC | 1.43K | $74.3K | $1.29K | Added$74.3K |
| NATIONAL BANK OF CANADA /FI/ | 1.26K | $65.5K | $126 | Added$126 |
| Rossby Financial, LCC | 1.18K | $60.8K | −$14 | Added$47.3K |
| EverSource Wealth Advisors, LLC | 865 | $44.8K | — | New |
| NBC SECURITIES, INC. | 733 | $38K | $67 | Cut−$51.6K |
| Signature Equity Partners, LLC | 712 | $36.9K | $31 | Added$19.5K |
| Sunbelt Securities, Inc. | 631 | $32.7K | $26 | Added$181 |
| Axiom Investment Management LLC | 609 | $31.6K | — | Held |
| Clayton Financial Group LLC | 579 | $30K | $52 | Added$52 |
| Cornerstone Planning Group LLC | 497 | $25.8K | — | New |
| Imprint Wealth LLC | 354 | $18.4K | $32 | Added$32 |
| Betterment LLC | 348.4K | $18.1K | $33 | Added$1.29K |
| Golden State Equity Partners | 290 | $15K | — | New |
| Golden State Wealth Management, LLC | 280 | $14.5K | $32 | Added$136 |
| Ashton Thomas Private Wealth, LLC | 216 | $11.2K | — | New |
| SIGNATUREFD, LLC | 190 | $9.85K | — | New |
| Godfrey Financial Associates, Inc. | 142 | $7.36K | $13 | Added$13 |
| PARK AVENUE SECURITIES LLC | 110.2K | $5.71K | $7 | Added$1.79K |
| Allworth Financial LP | 110 | $5.7K | $10 | Added$10 |
| Bank of Jackson Hole Trust | 97 | $5.03K | $9 | Added$9 |
| Elevated Capital Advisors, LLC | 49 | $2.54K | $5 | Added$5 |
| Cambridge Investment Research Advisors, Inc. | 32.7K | $1.69K | $3 | Added$46 |
| Strategic Wealth Partners, Ltd. | 22 | $1.14K | $2 | Cut−$3.78K |
| Farther Finance Advisors, LLC | 20 | $1.03K | −$1 | Cut−$29.8K |
| Janney Montgomery Scott LLC | 14.9K | $771 | $1 | Added$328 |
| HRT FINANCIAL LP | 10.7K | $556 | — | New |
| CoreCap Advisors, LLC | 9 | $467 | $1 | Added$1 |
| Destiny Wealth Partners, LLC | 7 | $363 | — | New |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | 567 | $29 | — | New |
| HANTZ FINANCIAL SERVICES, INC. | 63 | $3 | $0 | Added$3 |