| ENVESTNET ASSET MANAGEMENT INC | 3.03M | $96.6M | −$632.3K | Cut−$10.2M |
| JPMORGAN CHASE & CO | 1.52M | $47.4M | −$391.8K | Added$32.8M |
| LPL Financial LLC | 773.2K | $24.6M | −$161.1K | Cut−$953.8K |
| Envestnet Portfolio Solutions, Inc. | 580.8K | $18.5M | −$121K | Cut−$2.86M |
| Lido Advisors, LLC | 230.8K | $7.35M | $80.5K | Added$16.9K |
| Cetera Investment Advisers | 194.6K | $6.19M | −$40.5K | Cut−$735.6K |
| CWM, LLC | 156.7K | $4.99M | $4.81M | Added$4.98M |
| MML INVESTORS SERVICES, LLC | 133.9K | $4.26M | −$27.9K | Cut−$1.13M |
| COMMONWEALTH EQUITY SERVICES, LLC | 109.3K | $3.48M | −$22.5K | Added$29.1K |
| ASSETMARK, INC | 75.1K | $2.39M | −$15.6K | Cut−$300.1K |
| ROYAL BANK OF CANADA | 68.4K | $2.18M | −$2.92K | Added$1.74M |
| Creative Planning | 67.9K | $2.16M | — | New |
| Avise Financial Cooperative, Inc. | 66.9K | $2.13M | −$12.7K | Added$177.3K |
| GTS SECURITIES LLC | 58K | $1.85M | −$8.07K | Added$602.9K |
| GeoWealth Management, LLC | 52.9K | $1.68M | −$11K | Cut−$181.1K |
| Perigon Wealth Management, LLC | 46K | $1.46M | −$9.58K | Cut−$161.4K |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 45.6K | $1.45M | −$8.17K | Cut−$190.7K |
| One Wealth Advisors, LLC | 45.6K | $1.45M | −$9.5K | Cut−$215.5K |
| Archer Investment Management, LLC | 42.4K | $1.35M | −$1.73K | Added$1.09M |
| Affiance Financial, LLC | 41.2K | $1.31M | — | New |
| Horst & Graben Wealth Management LLC | 38.6K | $1.3M | $66.8K | Added$46.3K |
| Sharkey, Howes & Javer | 38.6K | $1.23M | −$8.04K | Cut−$147.8K |
| OneDigital Investment Advisors LLC | 36.8K | $1.17M | −$7.67K | Cut−$205.7K |
| Bank of New York Mellon Corp | 36.8K | $1.17M | −$7.68K | Cut−$173.6K |
| Merit Financial Group, LLC | 35.9K | $1.14M | −$6.2K | Added$186K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 34.9K | $1.11M | −$3.79K | Added$528K |
| SigFig Wealth Management, LLC | 32.2K | $1.03M | −$6.57K | Added$30.4K |
| Orion Porfolio Solutions, LLC | 32K | $1.02M | −$6.66K | Cut−$142.5K |
| Focus Partners Advisor Solutions, LLC | 30.1K | $959.1K | −$4.48K | Added$273.4K |
| Davis Wealth Advisors, LLC | 27.8K | $885.1K | −$5.81K | Cut−$77.4K |
| Citadel | 26.7K | $849.4K | — | New |
| HighTower Advisors, LLC | 24.1K | $768.1K | −$4.85K | Added$23.6K |
| Steward Partners Investment Advisory, LLC | 22K | $701.1K | −$4.52K | Added$6.72K |
| RAYMOND JAMES FINANCIAL INC | 20.3K | $647.4K | −$1.93K | Added$350.3K |
| MGO ONE SEVEN LLC | 18.9K | $600.6K | −$3.31K | Added$88.3K |
| OpenArc Corporate Advisory, LLC | 17.7K | $562.6K | −$2.38K | Added$196.6K |
| Cerity Partners LLC | 17.3K | $549.6K | — | New |
| Gerber Kawasaki Wealth & Investment Management | 17.2K | $546.1K | −$2.93K | Added$93.6K |
| Advisory Services Network, LLC | 16.6K | $529.8K | −$3.47K | Cut−$9.82K |
| Tower Research Capital LLC (TRC) | 16.4K | $521.6K | — | New |
| RFG Advisory, LLC | 16.2K | $516K | −$3.38K | Cut−$61.3K |
| SAGESPRING WEALTH PARTNERS, LLC | 16K | $509.4K | −$3.35K | Cut−$58.4K |
| LexAurum Advisors, LLC | 15K | $478.1K | — | Held |
| Farther Finance Advisors, LLC | 14.9K | $476.2K | −$110 | Added$141.4K |
| Regal Investment Advisors LLC | 14.9K | $475.6K | −$3.11K | Cut−$88.4K |
| Estate Counselors, LLC | 13.1K | $415.6K | — | New |
| World Investment Advisors | 12.7K | $403.1K | −$2.64K | Cut−$51.2K |
| &PARTNERS | 12.6K | $401.7K | −$2.31K | Cut−$30.4K |
| Cassaday & Co Wealth Management LLC | 12.6K | $400K | −$2.62K | Cut−$71.8K |
| Integrated Wealth Concepts LLC | 12.5K | $396.3K | — | New |
| Gateway Wealth Partners, LLC | 12.1K | $386.2K | — | New |
| Concurrent Investment Advisors, LLC | 11.7K | $371.9K | −$1.49K | Added$142.8K |
| ONE WEALTH CAPITAL MANAGEMENT, LLC | 10.9K | $367.8K | $18.4K | Cut−$23.8K |
| Snowden Capital Advisors LLC | 11.4K | $362.8K | −$2K | Added$56K |
| Keystone Financial Services | 10.6K | $339K | −$1.67K | Added$81.6K |
| WEALTH ALLIANCE, LLC | 10.3K | $328.5K | −$2.16K | Cut−$42.8K |
| Atria Investments, Inc | 10.3K | $327.9K | −$2.13K | Cut−$24.5K |
| Lifelong Wealth Advisors, Inc. | 10.2K | $324.7K | −$2.11K | Added$405 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 9.58K | $323.8K | $8.17K | Added$41.1K |
| LifePlan Investment Advisors, Inc. | 10.1K | $321K | −$1.36K | Added$111.9K |
| OSAIC HOLDINGS, INC. | 9.95K | $316.6K | −$2.07K | Cut−$55.8K |
| Skyline Advisors, Inc. | 9.94K | $316.4K | — | New |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 9.78K | $311.2K | — | New |
| Patriot Financial Group Insurance Agency, LLC | 9.7K | $308.6K | — | New |
| EverSource Wealth Advisors, LLC | 9.34K | $297.2K | −$1.96K | Cut−$29.1K |
| RCS Financial Planning, LLC | 8.88K | $282.6K | −$1.85K | Cut−$39.7K |
| THEORY FINANCIAL LLC | 8.87K | $282.4K | −$12.1K | Cut−$37.9K |
| EQ LLC | 8.83K | $281K | −$1.66K | Added$24.8K |
| Navigation Group, LLC | 8.26K | $263K | — | Held |
| Cornerstone Planning Group LLC | 7.29K | $250.7K | $114 | Added$247.3K |
| Charter Oak Capital Management, LLC | 7.79K | $248.1K | −$1.62K | Cut−$1.62K |
| JANE STREET GROUP, LLC | 7.59K | $241.7K | — | New |
| TRUIST FINANCIAL CORP | 6.56K | $208.8K | −$1.37K | Cut−$1.37K |
| WEALTHGARDEN F.S. LLC | 6.51K | $207.1K | −$8.91K | Cut−$30.4K |
| Oregon Pacific Wealth Management, LLC | 6.32K | $201.2K | −$1.32K | Cut−$8.11K |
| Addison Advisors LLC | 5.31K | $169K | −$387 | Added$109.6K |
| Gen-Wealth Partners Inc | 5.21K | $165.9K | −$1.04K | Added$5.83K |
| AE Wealth Management LLC | 3.64K | $116K | −$762 | Cut−$53.7K |
| HARBOUR INVESTMENTS, INC. | 3.15K | $100.3K | — | New |
| Larson Financial Group LLC | 3.1K | $98.7K | −$639 | Added$507 |
| JFS WEALTH ADVISORS, LLC | 2.39K | $76.2K | −$499 | Cut−$14.1K |
| FIFTH THIRD BANCORP | 2.2K | $70K | — | New |
| TWIN PEAKS WEALTH ADVISORS, LLC | 1.7K | $54.2K | — | New |
| Physician Wealth Advisors, Inc. | 1.5K | $47.6K | −$71 | Added$37.1K |
| Transamerica Financial Advisors, LLC | 1.46K | $46.6K | −$195 | Added$12.2K |
| BlackRock, Inc. | 1.3K | $41.4K | −$271 | Cut−$7.54K |
| CoreCap Advisors, LLC | 1.19K | $38.1K | $32 | Added$23.9K |
| Ashton Thomas Private Wealth, LLC | 1.05K | $33.4K | — | New |
| SOA Wealth Advisors, LLC. | 964 | $30.7K | −$160 | Added$5.28K |
| PNC Financial Services Group, Inc. | 908 | $28.9K | −$217 | Cut−$858 |
| Rossby Financial, LCC | 901 | $28.9K | — | New |
| EFG International AG | 655 | $20.9K | — | New |
| Aptus Capital Advisors, LLC | 621 | $19.8K | −$130 | Cut−$2.82K |
| Fidelity | 617 | $19.6K | −$129 | Cut−$129 |
| Godfrey Financial Associates, Inc. | 406 | $12.9K | −$69 | Added$2.16K |
| IFP Advisors, Inc | 336 | $10.7K | — | New |
| MATHER GROUP, LLC. | 314 | $9.99K | — | New |
| WealthShield Partners, LLC | 314 | $9.99K | −$66 | Cut−$1.96K |
| PARK AVENUE SECURITIES LLC | 295.8K | $9.42K | −$62 | Cut−$1.19K |
| CVA Family Office, LLC | 288 | $9.17K | — | New |
| Kilter Group LLC | 276 | $8.79K | −$57 | Cut−$826 |
| Western Wealth Management, LLC | 159 | $5.06K | — | New |
| WELLS FARGO & COMPANY/MN | 153 | $4.87K | −$32 | Cut−$32 |
| Sunbelt Securities, Inc. | 104 | $3.31K | −$22 | Cut−$22 |
| Janney Montgomery Scott LLC | 89.7K | $2.85K | −$19 | Cut−$358 |
| Thrivent Financial for Lutherans | 82.5K | $2.6K | −$19 | Added$1.36K |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 71 | $2.26K | — | New |
| Key Capital Management, INC | 41 | $1.3K | −$9 | Cut−$201 |
| Cambridge Investment Research Advisors, Inc. | 34.9K | $1.11K | −$8 | Cut−$207 |
| Raleigh Capital Management Inc. | 27 | $863 | — | New |
| Investor's Fiduciary Advisor Network, LLC | 21.3K | $679 | −$4 | Cut−$28 |
| Capital Analysts, LLC | 5.93K | $188 | −$2 | Cut−$30 |