| HighTower Advisors, LLC | 1.93M | $160.8M | $1.29M | Added$8.07M |
| MORGAN STANLEY | 1.51M | $125.9M | $1.05M | Added$1.67M |
| RMG Wealth Management LLC | 1.28M | $117.3M | — | New |
| UBS Group AG | 1.36M | $113.8M | $932.2K | Added$3.66M |
| RAYMOND JAMES FINANCIAL INC | 569.1K | $47.5M | $348.7K | Added$6.27M |
| LPL Financial LLC | 445.4K | $37.2M | $311.8K | Cut−$582.8K |
| MEANS INVESTMENT CO., INC. | 432.4K | $36.1M | $299.6K | Added$666K |
| Cetera Investment Advisers | 240.8K | $20.1M | $166.2K | Added$439.8K |
| Aptus Capital Advisors, LLC | 222.1K | $18.5M | $81.9K | Added$8.86M |
| Sunburst Financial Group, LLC | 220.6K | $18.4M | $80.6K | Added$8.88M |
| WELLS FARGO & COMPANY/MN | 211.5K | $17.6M | $143.4K | Added$696.3K |
| Steele Capital Management, Inc. | 191.5K | $16M | $132.4K | Added$328.6K |
| Stratos Wealth Partners, LTD. | 188K | $15.7M | $96.4K | Added$4.29M |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 186.4K | $15.6M | $125.6K | Added$706.8K |
| Fortitude Financial, LLC | 182.5K | $15.2M | $122.3K | Added$779.3K |
| COMMONWEALTH EQUITY SERVICES, LLC | 175.7K | $14.7M | $123K | Cut−$191.8K |
| AMERIPRISE FINANCIAL INC | 149.3K | $12.5M | $165.1K | Cut−$813K |
| Northwest Wealth Advisors, LLC | 143.1K | $11.9M | $82.6K | Added$2.18M |
| OSAIC HOLDINGS, INC. | 119.4K | $9.96M | $77.2K | Added$631.5K |
| Kestra Advisory Services, LLC | 117.1K | $9.77M | $71.3K | Added$1.34M |
| Farther Finance Advisors, LLC | 114.3K | $9.6M | $133.8K | Added$880.8K |
| BANK OF AMERICA CORP /DE/ | 113.4K | $9.46M | $76.7K | Added$395.3K |
| ROYAL BANK OF CANADA | 104.5K | $8.72M | $73.3K | Cut−$134K |
| MML INVESTORS SERVICES, LLC | 98.2K | $8.19M | $68.7K | Cut−$2M |
| ENVESTNET ASSET MANAGEMENT INC | 81.1K | $6.77M | $46.5K | Added$1.27M |
| STIFEL FINANCIAL CORP | 72.6K | $6.06M | $50.9K | Cut−$57.9K |
| PACIFIC FINANCIAL GROUP INC | 66.7K | $5.57M | $46.7K | Cut−$76.4K |
| YARGER WEALTH STRATEGIES, LLC | 65.1K | $5.43M | $45.5K | Cut−$56K |
| Gladstone Institutional Advisory LLC | 63.4K | $5.29M | $44.4K | Cut−$13.5K |
| Carnegie Investment Counsel | 60.3K | $5.03M | $42.2K | Added$30.9K |
| Bedel Financial Consulting, Inc. | 59.6K | $4.98M | $37.6K | Added$530.7K |
| MERCER GLOBAL ADVISORS INC /ADV | 51.9K | $4.33M | $36.3K | Cut−$151.3K |
| Summit Financial, LLC | 49.4K | $4.12M | $31.4K | Added$405.3K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 44.3K | $3.69M | $28.8K | Added$280.7K |
| Equitable Holdings, Inc. | 41K | $3.39M | −$0 | Added$514.7K |
| Goldstein Advisors, LLC | 37.8K | $3.15M | $26.4K | Cut−$19.5K |
| Sowell Financial Services LLC | 36K | $3M | $25.2K | Cut−$132.5K |
| Brand Asset Management Group, Inc. | 35.7K | $2.98M | $25K | Cut−$6.61K |
| United Advisor Group, LLC | 30.7K | $2.56M | $21.6K | Cut−$18.5K |
| Merit Financial Group, LLC | 27.8K | $2.32M | $19.3K | Added$28.7K |
| JPMORGAN CHASE & CO | 28K | $2.28M | −$36.9K | Added$22.3K |
| TRUIST FINANCIAL CORP | 27.2K | $2.27M | $19K | Cut−$190.6K |
| Cerity Partners LLC | 25K | $2.08M | $14.6K | Added$348.3K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 22.6K | $1.9M | −$25.7K | Cut−$700.6K |
| JONES FINANCIAL COMPANIES LLLP | 19.4K | $1.6M | −$5.11K | Added$522.1K |
| Pitti Group Wealth Management, LLC | 17.7K | $1.47M | $11.4K | Added$128.9K |
| PARSONS CAPITAL MANAGEMENT INC/RI | 17.2K | $1.43M | $12K | Added$12K |
| JIM SAULNIER & ASSOCIATES, LLC | 16.7K | $1.39M | $11.7K | Added$3.85K |
| VestGen Advisors, LLC | 14.5K | $1.32M | $118.7K | Added$16.7K |
| Fidelity | 15.8K | $1.32M | $10.9K | Added$26.1K |
| Rede Wealth, LLC | 15.7K | $1.31M | $7.95K | Added$370.5K |
| CWM, LLC | 14.8K | $1.23M | $1.2M | Added$1.23M |
| Ameritas Investment Partners, Inc. | 13.5K | $1.12M | $6.64K | Added$345.3K |
| Bleakley Financial Group, LLC | 13.4K | $1.12M | $9.32K | Cut−$63.1K |
| Apella Capital, LLC | 11.5K | $1.03M | $79.3K | Added$79.3K |
| Advisory Services Network, LLC | 11.6K | $968.2K | $8.13K | Cut−$16.9K |
| S.A. Mason LLC | 11.5K | $959.3K | $8.05K | Cut−$6.02K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 9.93K | $828.8K | $6.95K | Cut−$1.56M |
| Summit Asset Management, LLC | 9.55K | $797.1K | $6.69K | Added$6.69K |
| Capital Planning Advisors, LLC | 9.41K | $785.4K | $5.98K | Added$79.1K |
| RITHOLTZ WEALTH MANAGEMENT | 9.22K | $769.6K | — | New |
| Opulen Financial Group LLC | 9.21K | $768.6K | $6.42K | Added$383 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 8.51K | $756.1K | — | New |
| Geneos Wealth Management Inc. | 8.94K | $746.2K | $5.61K | Added$82.8K |
| FLAGSTAR ADVISORS INC | 8.79K | $733.8K | $6.2K | Cut−$210.1K |
| Composition Wealth, LLC | 8.78K | $732.8K | $6.21K | Cut−$72.4K |
| Proactive Wealth Strategies LLC | 8.6K | $717.9K | $3.03K | Added$363K |
| Financial Perspectives, Inc | 8.59K | $716.8K | $5.6K | Added$51.9K |
| TRUEFG, LLC | 8.57K | $715.1K | $6K | Added$2.03K |
| Hilltop Holdings Inc. | 7.95K | $663.5K | $5.57K | Added$5.57K |
| Apollon Wealth Management, LLC | 7.73K | $644.7K | $5.41K | Added$5.41K |
| Triad Wealth Partners, LLC | 7.63K | $636.7K | $5.34K | Cut−$25.4K |
| Three Seasons Wealth, LLC | 7.17K | $598.2K | $4.8K | Added$30.6K |
| LAWOOD & CO | 6.74K | $562K | $4.71K | Added$4.71K |
| FIFTH THIRD BANCORP | 6.61K | $551.1K | — | New |
| Haverford Trust Co | 6.6K | $550.7K | $4.62K | Added$4.62K |
| GWN SECURITIES INC. | 6.58K | $549K | $4.46K | Added$22.4K |
| Mutual Advisors, LLC | 6.5K | $542K | $4.55K | Added$4.55K |
| Integrated Wealth Concepts LLC | 6.47K | $539.8K | $4.49K | Added$5.24K |
| Corient Private Wealth LLC | 6.38K | $531.9K | $4.46K | Cut−$9.36K |
| IHT Wealth Management, LLC | 5.65K | $471.2K | $3.89K | Added$2.49K |
| Independent Advisor Alliance | 5.63K | $469.5K | — | New |
| Hoxton Planning & Management, LLC | 5.59K | $466K | $3.64K | Added$36.1K |
| Mariner, LLC | 5.54K | $462.5K | $3.88K | Cut−$142.8K |
| Financial Futures Ltd Liability Co. | 5.48K | $457.3K | $3.84K | Cut−$2.78K |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 5.48K | $456.9K | — | Held |
| CIBC Bancorp USA Inc. | 5.39K | $450K | — | Held |
| Kaydan Wealth Management, Inc. | 5.39K | $449.9K | $3.77K | Added$3.77K |
| PFG Investments, LLC | 5.36K | $446.9K | $3.75K | Cut−$62.3K |
| IFP Advisors, Inc | 5.09K | $424.6K | $3.24K | Added$41.5K |
| Vise Technologies, Inc. | 4.98K | $411.8K | $0 | Held |
| American Trust | 4.93K | $411.2K | $3.45K | Cut−$452.7K |
| 49 WEALTH MANAGEMENT, LLC | 4.84K | $404K | $3.38K | Added$4.55K |
| Marshall Financial Group, LLC | 4.81K | $401.5K | $3.36K | Added$7.78K |
| Wealthspire Retirement, LLC | 4.8K | $400.8K | $3.36K | Added$3.36K |
| ASHTON THOMAS SECURITIES, LLC | 4.52K | $377.1K | — | New |
| HARBOUR INVESTMENTS, INC. | 4.35K | $362.9K | $3.07K | Cut−$13.6K |
| Steward Partners Investment Advisory, LLC | 4.3K | $358.7K | $1.34K | Added$200.1K |
| Procyon Advisors, LLC | 4.29K | $358.2K | $3K | Cut−$21.3K |
| Creative Planning | 4.17K | $348.3K | $2.91K | Added$6.58K |
| CITIGROUP INC | 4.13K | $344.6K | $2.87K | Added$5.37K |
| Evolution Wealth Advisors, LLC | 4K | $333.7K | $2.8K | Added$2.8K |
| STEINBERGANNA WEALTH MANAGEMENT | 3.96K | $330.2K | $2.82K | Cut−$111.3K |
| Glenview Trust Co | 3.89K | $324.3K | $2.72K | Added$2.72K |
| SUMMIT WEALTH GROUP LLC / CO | 3.83K | $319.1K | $2.68K | Added$2.68K |
| Wealth Management Associates, Inc. | 3.82K | $318.9K | $2.67K | Added$2.67K |
| Mullaney, Keating & Wright, Inc. | 3.81K | $317.9K | $2.12K | Added$67.3K |
| XML Financial, LLC | 3.74K | $312K | $2.62K | Added$2.62K |
| Robertson Stephens Wealth Management, LLC | 3.56K | $297K | $2.49K | Added$2.49K |
| Schneider Downs Wealth Management Advisors, LP | 3.55K | $296.4K | $2.49K | Added$2.49K |
| Focus Partners Wealth | 3.47K | $289.3K | $2.43K | Cut−$86.6K |
| Clearwater Capital Advisors, LLC | 3.45K | $287.5K | $2.41K | Added$2.41K |
| Allegheny Financial Group | 3.4K | $284K | $2.3K | Added$13.1K |
| PPS&V ASSET MANAGEMENT CONSULTANTS, INC. | 3.4K | $283.6K | $2.39K | Cut−$34.9K |
| BARRETT & COMPANY, INC. | 3.25K | $271.2K | $2.3K | Added$3.05K |
| M&T Bank Corp | 3.24K | $270.4K | $2.27K | Added$2.27K |
| Private Advisor Group, LLC | 3.19K | $266.3K | $2.05K | Added$26.5K |
| CAPTRUST FINANCIAL ADVISORS | 3.15K | $262.9K | $2.18K | Added$5.18K |
| JANE STREET GROUP, LLC | 3.1K | $258.6K | $2.17K | Cut−$1.38M |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | 3.09K | $257.7K | $2.16K | Added$2.16K |
| Evernest Financial Advisors, LLC | 2.65K | $237K | $5.56K | Added$5.56K |
| LAUREL OAK WEALTH MANAGEMENT, LLC | 2.68K | $223.5K | $1.91K | Added$1.92K |
| MATRIX PRIVATE CAPITAL GROUP LLC | 2.67K | $222.9K | $1.87K | Added$6.13K |
| Mosley Wealth Management | 2.62K | $217.7K | −$1.34K | Cut−$1.34K |
| Ellevest, Inc. | 2.61K | $217.6K | $1.82K | Cut−$2.56K |
| Venture Visionary Partners LLC | 2.6K | $216.8K | — | New |
| Savant Capital, LLC | 2.51K | $209.2K | $1.76K | Cut−$149.1K |
| Valmark Advisers, Inc. | 2.5K | $208.6K | $1.75K | Added$1.75K |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 2.39K | $199.3K | $1.64K | Cut−$1.83M |
| SIGNATUREFD, LLC | 1.74K | $145.2K | $1.21K | Added$1.63K |
| Keating Financial Advisory Services, Inc. | 1.74K | $145K | $336 | Added$105.3K |
| HOWE & RUSLING INC | 1.74K | $144.8K | $1.22K | Added$1.22K |
| Plante Moran Financial Advisors, LLC | 1.68K | $139.7K | $1.17K | Added$1.17K |
| PRIVATE TRUST CO NA | 1.66K | $138.7K | $1.02K | Added$18.5K |
| CoreCap Advisors, LLC | 1.63K | $135.9K | $1.14K | Added$1.14K |
| Western Wealth Management, LLC | 1.61K | $134K | — | New |
| Rockefeller Capital Management L.P. | 1.6K | $133.9K | $1.14K | Added$1.39K |
| FARMERS & MERCHANTS INVESTMENTS INC | 1.5K | $125.4K | $1.05K | Cut−$123.8K |
| ROTHSCHILD INVESTMENT LLC | 1.45K | $121.1K | $1.02K | Added$1.02K |
| EPG Wealth Management LLC | 1.43K | $119.3K | $1K | Added$1K |
| Private Wealth Asset Management, LLC | 1.25K | $103.9K | $871 | Added$871 |
| Addison Advisors LLC | 1.19K | $99.3K | $833 | Cut−$120K |
| AE Wealth Management LLC | 1.17K | $97.2K | $763 | Added$763 |
| Greykasell Wealth Strategies, Inc. | 1.14K | $95.5K | $824 | Added$1.07K |
| HighMark Wealth Management LLC | 1.11K | $92.7K | $778 | Added$778 |
| HUNTINGTON NATIONAL BANK | 1K | $83.4K | $700 | Added$700 |
| AdvisorNet Financial, Inc | 985 | $82.2K | $707 | Added$874 |
| Silicon Valley Capital Partners | 968 | $80.7K | $659 | Added$909 |
| Archer Investment Corp | 885 | $73.8K | $620 | Cut−$6.99K |
| Global Wealth Strategies & Associates | 800 | $66.7K | $560 | Cut−$24.3K |
| Glass Jacobson Investment Advisors llc | 797 | $66.5K | $617 | Cut−$9.89K |
| Wealth Preservation Advisors, LLC | 712 | $59.4K | $502 | Added$669 |
| PNC Financial Services Group, Inc. | 676 | $56.4K | $485 | Added$568 |
| one8zero8, LLC | 600 | $50.1K | $420 | Added$420 |
| VANGUARD ADVISERS INC | 562 | $46.9K | — | Held |
| Synergy Investment Management, LLC | 556 | $46.4K | — | New |
| Ashton Thomas Private Wealth, LLC | 520 | $43.4K | — | New |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 520 | $43.4K | $364 | Added$364 |
| UMB Bank, n.a. | 515 | $43K | $360 | Added$360 |
| Capital Investment Advisory Services, LLC | 498 | $41.5K | $348 | Added$348 |
| Basepoint Wealth LLC | 489 | $40.8K | $293 | Added$460 |
| Morton Brown Family Wealth, LLC | 488 | $40.7K | $291 | Added$458 |
| ASSETMARK, INC | 467 | $39K | $317 | Added$1.57K |
| Allworth Financial LP | 439 | $36.7K | $308 | Added$308 |
| BANK OF MONTREAL /CAN/ | 426 | $35.5K | $298 | Added$298 |
| MATHER GROUP, LLC. | 413 | $34.5K | — | New |
| BLAIR WILLIAM & CO/IL | 390 | $32.5K | $273 | Cut−$554 |
| Russell Investments Group, Ltd. | 387 | $32.2K | $192 | Cut−$139 |
| Financial Gravity Asset Management, Inc. | 328 | $27.4K | $230 | Added$230 |
| MAI Capital Management | 320 | $26.7K | $224 | Cut−$603 |
| Olistico Wealth, LLC | 300 | $25K | $210 | Added$210 |
| Sound Income Strategies, LLC | 280 | $23.5K | −$588 | Cut−$588 |
| Salomon & Ludwin, LLC | 239 | $20.2K | −$19 | Cut−$19 |
| SYM FINANCIAL Corp | 228 | $19K | $160 | Added$160 |
| Integrity Financial Corp /WA | 220 | $18.4K | $154 | Added$154 |
| STEPH & CO | 209 | $17.4K | — | New |
| Matrix Trust Co | 189.8K | $15.8K | $132 | Added$182 |
| Glen Eagle Advisors, LLC | 184 | $15.4K | $129 | Added$129 |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 184 | $15.4K | $129 | Added$129 |
| Westside Investment Management, Inc. | 179 | $15K | $85 | Added$169 |
| NBC SECURITIES, INC. | 122 | $10.2K | $85 | Added$85 |
| Cambridge Investment Research Advisors, Inc. | 95.5K | $7.97K | $58 | Added$1.07K |
| WHITTIER TRUST CO OF NEVADA INC | 68 | $5.76K | −$50 | Cut−$50 |
| Asset Dedication, LLC | 42 | $3.52K | $40 | Added$40 |
| Decker Retirement Planning Inc. | 17 | $1.42K | $12 | Added$12 |
| Copia Wealth Management | 10 | $834 | $7 | Added$7 |
| Janney Montgomery Scott LLC | 9.73K | $812 | $7 | Cut−$34 |
| HRT FINANCIAL LP | 6.85K | $571 | — | New |
| Thrivent Financial for Lutherans | 4.84K | $394 | −$11 | Cut−$10 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 2 | $167 | $2 | Added$2 |
| Avion Wealth | 643 | $53 | $0 | Held |
| Capital Analysts, LLC | 485 | $41 | $1 | Added$24 |
| TSFG, LLC | 420 | $35 | $0 | Held |