| VANTAGEPOINT INVESTMENT ADVISERS LLC | 3.01M | $182.2M | $7.78M | Added$7.78M |
| JPMORGAN CHASE & CO | 2.83M | $164.8M | $1.08M | Cut−$6.23M |
| Strategic Financial Services, Inc. | 1.89M | $114M | −$5.9M | Cut−$6.09M |
| Dynasty Wealth Management, LLC | 1.59M | $96M | $3.39M | Added$20.1M |
| SAGESPRING WEALTH PARTNERS, LLC | 1.38M | $83.5M | $3.07M | Added$14.6M |
| WELLS FARGO & COMPANY/MN | 1.27M | $76.8M | $2.83M | Added$13.4M |
| MORGAN STANLEY | 837.6K | $50.6M | $2.1M | Added$3.49M |
| LPL Financial LLC | 740.7K | $44.8M | $1.88M | Added$2.65M |
| Fidelity | 721.7K | $43.6M | $1.86M | Cut−$1.09M |
| Ascent Group, LLC | 718.4K | $43.4M | $1.85M | Cut−$17.4M |
| RAYMOND JAMES FINANCIAL INC | 613.6K | $37.1M | $1.5M | Added$3.38M |
| AMERIPRISE FINANCIAL INC | 609K | $36.8M | $1.34M | Added$6.91M |
| Annex Advisory Services, LLC | 591.8K | $35.8M | — | New |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 586.2K | $35.4M | — | New |
| Pure Financial Advisors, LLC | 583.4K | $35.3M | $1.48M | Added$2.1M |
| CWM, LLC | 561.6K | $33.9M | $33.9M | Added$33.9M |
| ENVESTNET ASSET MANAGEMENT INC | 468.2K | $28.3M | $991K | Added$6.07M |
| Larson Financial Group LLC | 395.5K | $23.9M | $949.8K | Added$2.61M |
| EVOLVE PRIVATE WEALTH, LLC | 363.4K | $22M | $901.4K | Added$1.75M |
| Dynamic Advisor Solutions LLC | 322.2K | $19.5M | $804.5K | Added$1.43M |
| BANK OF AMERICA CORP /DE/ | 296.3K | $17.9M | $643.3K | Added$3.48M |
| OLD MISSION CAPITAL LLC | 270.7K | $16.4M | $78.6K | Added$14.6M |
| Equitable Holdings, Inc. | 280.2K | $16.2M | −$0 | Added$549.1K |
| Stokes Family Office, LLC | 208.3K | $12.6M | $537.4K | Cut−$6M |
| JT Stratford LLC | 186.8K | $11.3M | $482K | Added$195.3K |
| Callan Family Office, LLC | 162.9K | $9.84M | $347.8K | Added$2.05M |
| Frontier Asset Management, LLC | 160.3K | $9.69M | $409.1K | Added$515.4K |
| MERCER GLOBAL ADVISORS INC /ADV | 155.4K | $9.39M | $400.8K | Cut−$11.9K |
| Hixon Zuercher, LLC | 147.7K | $8.92M | $381K | Cut−$513.3K |
| Amplius Wealth Advisors, LLC | 142.8K | $8.63M | — | New |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 141.9K | $8.57M | $366K | Cut−$753.8K |
| Integrated Wealth Concepts LLC | 134.7K | $8.14M | $50.5K | Added$7.01M |
| Private Advisor Group, LLC | 131.5K | $7.95M | $339.3K | Cut−$1.29M |
| Armbruster Capital Management, Inc. | 131.2K | $7.93M | $338.6K | Added$253.3K |
| Weil Company, Inc. | 130.2K | $7.87M | $312.6K | Added$858.1K |
| Navigation Group, LLC | 124.5K | $7.52M | — | Held |
| COMMONWEALTH EQUITY SERVICES, LLC | 119.4K | $7.22M | $287.2K | Added$777.3K |
| Federation des caisses Desjardins du Quebec | 118.2K | $7.14M | $283.2K | Added$793.3K |
| AlphaCore Capital LLC | 110.9K | $6.7M | $286.1K | Cut−$259.9K |
| Modern Wealth Management, LLC | 108.4K | $6.63M | $355.6K | Added$336.4K |
| Systelligence, LLC | 106.4K | $6.43M | $274.5K | Cut−$4.81M |
| RHS Financial, LLC | 103.8K | $6.27M | $267.9K | Added$146.9K |
| EXCHANGE TRADED CONCEPTS, LLC | 100.7K | $6.09M | $259.9K | Cut−$2.59M |
| ARQ WEALTH ADVISORS, LLC | 87.8K | $5.31M | $222.3K | Added$321.6K |
| Farther Finance Advisors, LLC | 81.4K | $4.97M | $262.7K | Added$341.5K |
| Cetera Investment Advisers | 76K | $4.59M | $189.2K | Added$352K |
| Vise Technologies, Inc. | 76.6K | $4.43M | $0 | Held |
| Cerity Partners LLC | 72.9K | $4.4M | $188.1K | Cut−$881.6K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 71K | $4.29M | $113.4K | Added$1.75M |
| Beirne Wealth Consulting Services, LLC | 68.9K | $4.17M | $103K | Added$1.84M |
| JANE STREET GROUP, LLC | 65.7K | $3.97M | $169.6K | Cut−$7.6M |
| LifeGoal Investments, LLC | 63.8K | $3.9M | $189.1K | Added$594.2K |
| Veridan Wealth LLC | 64.4K | $3.89M | $162.7K | Added$245K |
| UNIQUE WEALTH, LLC | 63.6K | $3.85M | $164.2K | Cut−$541K |
| Sanctuary Advisors, LLC | 63.4K | $3.83M | $139.2K | Added$705.9K |
| BANK OF MONTREAL /CAN/ | 58.7K | $3.55M | $146K | Added$275.1K |
| Kastel Capital Advisors, LLC | 56.9K | $3.29M | $0 | Held |
| Keebeck Wealth Management | 53K | $3.21M | $133.3K | Added$215.6K |
| OSAIC HOLDINGS, INC. | 53K | $3.2M | $130.2K | Added$276.6K |
| Beacon Pointe Advisors, LLC | 52.1K | $3.15M | $107.4K | Added$738.9K |
| Storen Legacy Partners, LLC | 50.6K | $3.06M | — | New |
| U.S. Capital Wealth Advisors, LLC | 49.2K | $2.98M | $36.9K | Added$2.15M |
| HighTower Advisors, LLC | 48K | $2.9M | $123.8K | Added$78.6K |
| Mariner, LLC | 48K | $2.9M | $122.6K | Added$149.4K |
| Mullaney, Keating & Wright, Inc. | 45.9K | $2.6M | $95.4K | Added$81.7K |
| Intrua Financial, LLC | 41.1K | $2.48M | $96.4K | Added$322.8K |
| Quotient Wealth Partners, LLC | 40K | $2.42M | $94.4K | Added$301.3K |
| Ullmann Wealth Partners Group, LLC | 38.7K | $2.34M | $65K | Cut−$434.3K |
| WETZEL INVESTMENT ADVISORS, INC. | 35.7K | $2.15M | $53.8K | Added$948.3K |
| 5T Wealth, LLC | 34.3K | $2.07M | $88.6K | Cut−$215.8K |
| Kingsview Wealth Management, LLC | 31.9K | $1.93M | $78.1K | Added$179.9K |
| One Wealth Advisors, LLC | 31.7K | $1.92M | $81.8K | Added$6.87K |
| PFG Advisors | 31.6K | $1.91M | $81.4K | Cut−$1.69M |
| YHB Investment Advisors, Inc. | 30.7K | $1.86M | — | New |
| OpenArc Corporate Advisory, LLC | 29.2K | $1.76M | $44.9K | Added$754.5K |
| Citadel | 28.4K | $1.71M | $42.1K | Added$769.9K |
| Goldstein Advisors, LLC | 27.7K | $1.67M | $42.1K | Added$726.8K |
| Horst & Graben Wealth Management LLC | 24.1K | $1.64M | $230.8K | Added$294.9K |
| Independent Advisor Alliance | 25.3K | $1.53M | — | New |
| Hibernia Wealth Partners, LLC | 24.6K | $1.49M | $37.1K | Added$657.6K |
| Riverpoint Wealth Management Holdings, LLC | 23.6K | $1.43M | — | New |
| Kestra Advisory Services, LLC | 23.2K | $1.4M | $58.3K | Added$91.6K |
| First Citizens Financial Corp | 22.9K | $1.38M | $49.4K | Added$274.2K |
| Stonebridge Wealth Management, LLC | 22.8K | $1.38M | $58.7K | Added$59.1K |
| Stratos Wealth Partners, LTD. | 22.4K | $1.36M | $53.7K | Added$151.6K |
| KINGSWOOD WEALTH ADVISORS, LLC | 21.6K | $1.31M | $52.9K | Added$121.1K |
| Hirtle Callaghan & Co LLC | 21.3K | $1.29M | $55K | Added$55K |
| KICKSTAND VENTURES, LLC. | 20.3K | $1.22M | $52.3K | Cut−$78.2K |
| UBS Group AG | 19.6K | $1.18M | $50.4K | Cut−$741K |
| Strategic Blueprint, LLC | 19.3K | $1.17M | $46.4K | Added$123.8K |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 19K | $1.15M | $49K | Cut−$88K |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 17.1K | $1.14M | — | New |
| TSA Wealth Managment LLC | 18.8K | $1.14M | $48.6K | Cut−$18.4K |
| Empirical Asset Management, LLC | 18.7K | $1.13M | $48.4K | Cut−$30.8K |
| CAPTRUST FINANCIAL ADVISORS | 18.4K | $1.11M | $46.9K | Added$29.7K |
| OneDigital Investment Advisors LLC | 17.1K | $1.03M | — | New |
| Traveka Wealth, LLC | 15.4K | $928.3K | $33.7K | Added$173.6K |
| Gallacher Capital Management LLC | 15K | $907.1K | $38.7K | Cut−$29.5K |
| Clearwater Capital Advisors, LLC | 15K | $907K | $38.7K | Added$19.7K |
| WEALTH ALLIANCE, LLC | 15K | $906.7K | $38.7K | Added$30.3K |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 14.7K | $887.4K | $37.9K | Cut−$2.03K |
| Lansing Street Advisors | 14.2K | $859.6K | $36.7K | Added$35.7K |
| Cypress Wealth Services, LLC | 12.5K | $757.9K | $31K | Added$63.8K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 12.4K | $747.1K | $31.9K | Cut−$144.5K |
| Inspire Advisors, LLC | 12.4K | $746.7K | — | New |
| Cyndeo Wealth Partners, LLC | 12.1K | $731.2K | $31.2K | Cut−$443.8K |
| BEACON FINANCIAL GROUP | 11.2K | $679.2K | $28.8K | Added$34.3K |
| PARSONS CAPITAL MANAGEMENT INC/RI | 10.9K | $657.1K | $24.2K | Added$114.9K |
| Williams & Novak, LLC | 9.5K | $580.6K | $31.2K | Cut−$16.9K |
| J.W. COLE ADVISORS, INC. | 9.49K | $573.8K | $23.4K | Added$49K |
| KM Capital Management Ltd. | 7.6K | $549.3K | $109.7K | Added$91.4K |
| ROYAL BANK OF CANADA | 8.84K | $534K | $16.8K | Added$119K |
| FIFTH THIRD BANCORP | 8.67K | $524.1K | $583 | Added$511K |
| BOURGEON CAPITAL MANAGEMENT LLC | 8.61K | $520.1K | $22.2K | Cut−$178.8K |
| Heck Capital Advisors, LLC | 8.55K | $516.6K | $22.1K | Cut−$1.57M |
| Worth Asset Management, LLC | 8.38K | $506.3K | — | New |
| Compound Planning, Inc. | 8.36K | $505.4K | $21.6K | Cut−$241.7K |
| PRIVATE TRUST CO NA | 8.21K | $496K | $4.57K | Added$393.6K |
| Affinity Capital Advisors, LLC | 8.13K | $491.3K | $21K | Cut−$88.7K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 8.06K | $486.2K | — | New |
| Patriot Financial Group Insurance Agency, LLC | 7.13K | $431.1K | $11.8K | Added$167.4K |
| Asempa Wealth Advisors | 6.95K | $424.9K | $22.3K | Added$31.1K |
| Merit Financial Group, LLC | 6.91K | $417.8K | $17.8K | Cut−$169.6K |
| Icahn Capital | 6.9K | $416.8K | $10.5K | Added$181.4K |
| Csenge Advisory Group | 6.36K | $384.3K | $12.9K | Added$96.1K |
| Quantinno Capital Management LP | 5.99K | $362.2K | — | New |
| Atlas Legacy Advisors, LLC | 5.9K | $356.8K | $15.2K | Added$15.2K |
| Barnes Wealth Management Group, Inc | 5.8K | $350.7K | $15K | Added$9.19K |
| Advisory Services Network, LLC | 5.78K | $349K | $13.3K | Added$50.9K |
| ASSETMARK, INC | 5.59K | $337.7K | $13.9K | Added$27K |
| Seed Wealth Management, Inc. | 5.5K | $332.4K | $14.2K | Added$14.2K |
| Aspire Private Capital, LLC | 5.47K | $330.3K | $12.7K | Added$44.8K |
| NOVEM GROUP | 5.42K | $327.8K | $14K | Cut−$50K |
| IFP Advisors, Inc | 5.16K | $312K | $13.3K | Added$10.8K |
| SCOTIA CAPITAL INC. | 5.15K | $311.1K | $13.3K | Added$13.3K |
| Jordan Park Group LLC | 5.12K | $309.3K | $13.2K | Added$13.2K |
| Financial Freedom, LLC | 5.09K | $307.5K | $13.1K | Cut−$453.8K |
| MML INVESTORS SERVICES, LLC | 5.08K | $306.9K | $12.5K | Added$26.5K |
| BFI Wealth Solutions, LLC | 4.9K | $301.2K | $17.6K | Added$16.7K |
| McAdam, LLC | 4.89K | $295.4K | $12.1K | Added$24.4K |
| Envestnet Portfolio Solutions, Inc. | 4.84K | $292.5K | $12.5K | Cut−$815 |
| PRINCIPAL SECURITIES, INC. | 4.59K | $277.3K | $11K | Added$30.4K |
| Hoxton Planning & Management, LLC | 4.47K | $270.4K | $11.5K | Cut−$12.3K |
| Creative Planning | 4.47K | $270.2K | — | New |
| Ascent Wealth Partners, LLC | 4.46K | $269.8K | $11.5K | Added$11.5K |
| PUREfi Wealth, LLC | 4.35K | $262.7K | — | New |
| FIRETHORN WEALTH PARTNERS, LLC | 4.3K | $259.9K | $11.1K | Added$8.14K |
| Ridgeline Wealth, LLC | 4.03K | $243.5K | $10.4K | Added$7.01K |
| Mayflower Financial Advisors, LLC | 3.94K | $238.2K | $10.2K | Cut−$277.1K |
| SEEDS INVESTOR LLC | 3.59K | $237.8K | — | New |
| RESOLUTE WEALTH ADVISOR, INC. | 3.91K | $236K | — | Held |
| KELLY FINANCIAL GROUP LLC | 3.85K | $232.9K | $9.21K | Added$26.4K |
| CABOT WEALTH MANAGEMENT INC | 3.79K | $229.2K | $9.66K | Added$12.6K |
| Acropolis Investment Management, LLC | 3.6K | $217.6K | $9.29K | Added$9.29K |
| NewEdge Wealth, LLC | 3.55K | $214.4K | — | New |
| DecisionMap Wealth Management, LLC | 3.51K | $211.9K | $9.05K | Cut−$41K |
| Accelerate Investment Advisors LLC | 3.45K | $208.4K | — | New |
| EVERGREEN CAPITAL MANAGEMENT LLC | 3.43K | $207.1K | — | New |
| MGO ONE SEVEN LLC | 3.33K | $201.3K | — | New |
| US BANCORP \DE\ | 3.07K | $185.4K | $7.92K | Added$48 |
| BlackRock, Inc. | 2.98K | $179.9K | $7.54K | Added$10.9K |
| RED REEF ADVISORS LLC | 2.97K | $179.4K | $6.69K | Added$29.4K |
| TWIN PEAKS WEALTH ADVISORS, LLC | 2.68K | $162.1K | — | New |
| Asset Dedication, LLC | 2.56K | $154.5K | $6.6K | Added$6.59K |
| BLAIR WILLIAM & CO/IL | 1.87K | $112.8K | $707 | Added$96.9K |
| Clearstead Advisors, LLC | 1.8K | $108.7K | — | New |
| Destiny Wealth Partners, LLC | 1.75K | $105.6K | — | New |
| EverSource Wealth Advisors, LLC | 1.61K | $97K | $2.99K | Added$29.9K |
| MATHER GROUP, LLC. | 1.09K | $65.9K | — | New |
| Mosley Wealth Management | 1.06K | $59.9K | — | New |
| AE Wealth Management LLC | 968 | $58.5K | $2.5K | Cut−$569 |
| HARBOUR INVESTMENTS, INC. | 906 | $54.8K | $2.34K | Added$2.34K |
| CoreCap Advisors, LLC | 877 | $53K | $2.26K | Added$2.09K |
| Allworth Financial LP | 853 | $51.6K | $2.07K | Added$5.21K |
| Ashton Thomas Private Wealth, LLC | 785 | $47.4K | — | New |
| Strategic Wealth Partners, Ltd. | 635 | $38.4K | $1.64K | Added$1.64K |
| Rockefeller Capital Management L.P. | 550 | $33.3K | $1.34K | Added$3.16K |
| Innovative Asset Advisors Group, LLC | 549 | $33.2K | — | Held |
| Blue Trust, Inc. | 499 | $30.2K | $1.29K | Added$1.29K |
| VANGUARD ADVISERS INC | 446 | $27K | — | Held |
| Root Financial Partners, LLC | 396 | $24K | $1.04K | Cut−$20.7K |
| Smartleaf Asset Management LLC | 404 | $23.5K | $101 | Cut−$15 |
| MAI Capital Management | 317 | $19.2K | $818 | Added$818 |
| Rossby Financial, LCC | 229 | $14K | $272 | Added$9.2K |
| Cornerstone Planning Group LLC | 198 | $13.9K | — | New |
| Golden State Wealth Management, LLC | 229 | $13.8K | $590 | Added$590 |
| NATIONAL BANK OF CANADA /FI/ | 194 | $11.7K | $500 | Added$500 |
| Aptus Capital Advisors, LLC | 187 | $11.3K | $482 | Cut−$1.31K |
| PNC Financial Services Group, Inc. | 158 | $9.55K | — | New |
| WOLFF WIESE MAGANA LLC | 140 | $8.46K | $362 | Added$362 |
| Arlington Trust Co LLC | 135 | $8.16K | $348 | Added$348 |
| NewEdge Advisors, LLC | 7.14K | $7.14K | −$289.7K | Cut−$287.7K |
| Signature Resources Capital Management, LLC | 112 | $6.77K | $289 | Added$289 |
| Qube Research & Technologies Ltd | 103 | $6.22K | — | New |
| Meramec Financial Planners, LLC | 92 | $6.2K | $350 | Added$350 |
| Anchor Investment Management, LLC | 100 | $6.04K | — | New |
| Napier Financial, LLC | 99 | $5.98K | — | New |
| Greykasell Wealth Strategies, Inc. | 95 | $5.76K | $246 | Added$246 |
| Synergy Investment Management, LLC | 73 | $4.41K | — | New |
| MCF Advisors LLC | 66 | $3.99K | — | New |
| PARK AVENUE SECURITIES LLC | 62.4K | $3.77K | $133 | Added$766 |
| CGC Financial Services, LLC | 57 | $3.44K | — | New |
| FRANKLIN RESOURCES INC | 47 | $2.84K | $121 | Added$121 |
| Thrivent Financial for Lutherans | 38.4K | $2.32K | $94 | Cut−$580 |
| Capital Investment Advisory Services, LLC | 36 | $2.17K | $92 | Cut−$139 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 35 | $2.12K | $90 | Added$90 |
| New Republic Capital, LLC | 30 | $1.81K | $77 | Added$77 |
| Parallel Advisors, LLC | 29 | $1.78K | $76 | Added$76 |
| BAYBAN | 25 | $1.51K | $65 | Added$65 |
| OAK HARBOR WEALTH PARTNERS, LLC | 20 | $1.21K | $52 | Added$52 |
| Cambridge Investment Research Advisors, Inc. | 10.7K | $648 | $15 | Added$299 |
| Rachor Investment Advisory Services, LLC | 8 | $484 | — | New |
| Networth Advisors, LLC | 4 | $242 | $11 | Added$11 |
| Capital Advisors, Ltd. LLC | 3.27K | $198 | $9 | Cut−$12 |
| 10Elms LLP | 2 | $121 | $5 | Added$5 |
| VALLEY NATIONAL ADVISERS INC | 142 | $8 | $0 | Held |