| BANK OF AMERICA CORP /DE/ | 2.29M | $51.8M | −$100.7K | Added$6.1M |
| ENVESTNET ASSET MANAGEMENT INC | 1.96M | $44.4M | −$75.7K | Added$10.1M |
| MORGAN STANLEY | 1.94M | $43.8M | −$54.5K | Added$19.1M |
| Cetera Investment Advisers | 1.38M | $31.3M | −$58.4K | Added$4.82M |
| LPL Financial LLC | 1.32M | $29.8M | −$62.2K | Added$1.62M |
| UBS Group AG | 833.5K | $18.9M | −$29.6K | Added$5.43M |
| BlackRock, Inc. | 758.9K | $17.2M | −$25.9K | Added$5.41M |
| FRANKLIN RESOURCES INC | 739.1K | $16.7M | −$36.9K | Cut−$28.8K |
| Hamilton Wealth, LLC | 724.4K | $16.4M | −$11.9K | Added$11M |
| Columbus Macro, LLC | 675.8K | $15.3M | −$30.7K | Added$1.38M |
| PINEBRIDGE INVESTMENTS LLC | 463.9K | $10.5M | −$23.2K | Cut−$1.46M |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 415.6K | $9.4M | −$20.8K | Cut−$5.45M |
| PFG Advisors | 378K | $8.55M | −$1.08K | Added$8.06M |
| WealthShield Partners, LLC | 375.8K | $8.5M | −$17.4K | Added$624.3K |
| ASSETMARK, INC | 355.2K | $8.03M | −$14.7K | Added$1.35M |
| AlphaStar Capital Management, LLC | 330.8K | $7.48M | −$16K | Added$231.7K |
| VanWeelden Wealth Management, LLC | 312.6K | $7.07M | — | New |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 295.5K | $6.65M | −$59.1K | Cut−$15.9M |
| IHT Wealth Management, LLC | 289.2K | $6.54M | −$13.9K | Added$232.6K |
| Bank of New York Mellon Corp | 269.9K | $6.11M | −$5.52K | Added$3.6M |
| Sentinel Advisory Group, LLC | 266.9K | $6.04M | — | Held |
| ROYAL BANK OF CANADA | 259.1K | $5.86M | −$10K | Added$1.21M |
| Golden State Equity Partners | 245.2K | $5.55M | −$5.99K | Added$2.83M |
| PRINCIPAL FINANCIAL GROUP INC | 211.9K | $4.79M | −$4.71K | Added$2.66M |
| RAYMOND JAMES FINANCIAL INC | 210.8K | $4.77M | −$7.14K | Added$1.53M |
| FIFTH THIRD BANCORP | 190.5K | $4.31M | — | New |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 181.6K | $4.11M | −$8.79K | Added$122.4K |
| OPPENHEIMER & CO INC | 171.2K | $3.87M | −$2.58K | Added$2.7M |
| OSAIC HOLDINGS, INC. | 147.2K | $3.33M | −$7.29K | Cut−$463K |
| IFP Advisors, Inc | 144.8K | $3.27M | −$288 | Added$3.14M |
| MATHER GROUP, LLC. | 140.5K | $3.18M | — | New |
| MML INVESTORS SERVICES, LLC | 125.8K | $2.84M | −$5.35K | Added$416.7K |
| ARMSTRONG ADVISORY GROUP, INC | 118.8K | $2.69M | −$4.73K | Added$543.1K |
| Steward Partners Investment Advisory, LLC | 116.1K | $2.63M | −$5.16K | Added$290.8K |
| MGO ONE SEVEN LLC | 112.9K | $2.55M | −$2.48K | Added$1.43M |
| TRANSCEND CAPITAL ADVISORS, LLC | 103.3K | $2.34M | — | New |
| Apella Capital, LLC | 103K | $2.33M | — | New |
| Pasadena Private Wealth, LLC | 101K | $2.28M | — | New |
| Integrated Wealth Concepts LLC | 92.5K | $2.09M | −$4.46K | Added$66.3K |
| KINGSWOOD WEALTH ADVISORS, LLC | 92.4K | $2.09M | — | New |
| Triumph Capital Management | 90.3K | $2.04M | −$2.5K | Added$908.7K |
| Secure Asset Management, LLC | 87.8K | $1.98M | −$1.79K | Added$1.18M |
| AE Wealth Management LLC | 85.8K | $1.94M | −$234 | Added$1.83M |
| Sovran Advisors, LLC | 83.9K | $1.87M | −$54.5K | Added$105.2K |
| FWG Holdings, LLC | 81.8K | $1.84M | −$17.2K | Cut−$30.1K |
| PFG Investments, LLC | 74.1K | $1.68M | −$3.57K | Added$59.4K |
| Caitlin John, LLC | 71.6K | $1.62M | −$355 | Added$1.46M |
| TRAPHAGEN INVESTMENT ADVISORS LLC | 69.9K | $1.58M | −$2.37K | Added$503K |
| Mutual Advisors, LLC | 69.4K | $1.57M | −$1.37K | Added$950.3K |
| WEALTH ALLIANCE, LLC | 65.1K | $1.47M | −$2.6K | Added$294K |
| Alpine Bank Wealth Management | 60K | $1.36M | −$1.89K | Added$500.9K |
| STIFEL FINANCIAL CORP | 55.4K | $1.25M | −$2.79K | Cut−$4.5K |
| TRUIST FINANCIAL CORP | 52.5K | $1.19M | −$2.63K | Cut−$196.8K |
| Dynamic Advisor Solutions LLC | 51.5K | $1.17M | −$2.29K | Added$134K |
| Sanctuary Advisors, LLC | 48.6K | $1.1M | −$1.92K | Added$225.2K |
| DOVER ADVISORS, LLC | 38.5K | $870.6K | −$1.54K | Added$173.2K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 36.9K | $835.6K | −$1.47K | Added$166.8K |
| Blueprint Financial Advisors LLC | 34.1K | $770.4K | −$1.32K | Added$172.8K |
| Blueprint Investment Partners LLC | 34.1K | $770.4K | −$1.32K | Added$172.8K |
| Perennial Investment Advisors, LLC | 32.3K | $730.4K | −$1.62K | Cut−$282 |
| NCM Capital Management, LLC | 32.1K | $727K | −$1.59K | Cut−$1.5K |
| OLD MISSION CAPITAL LLC | 31.5K | $711.9K | −$1.48K | Added$41.7K |
| NBC SECURITIES, INC. | 31.3K | $707.8K | — | New |
| Frontier Asset Management, LLC | 31.3K | $706.9K | −$1.56K | Cut−$57K |
| Avidian Wealth Enterprises, LLC | 31.2K | $704.9K | −$1.56K | Cut−$100.9K |
| Coordinated Financial Services, Inc. | 30K | $679.2K | −$728 | Added$348.4K |
| Independent Advisor Alliance | 28.6K | $646.6K | −$509 | Added$416.7K |
| Kestra Advisory Services, LLC | 27.3K | $616.9K | −$833 | Added$243.3K |
| Advyzon Investment Management, LLC | 24.5K | $553.4K | −$1.22K | Cut−$213.8K |
| ELEVATION POINT WEALTH PARTNERS, LLC | 24.2K | $548.3K | −$1.15K | Added$24.1K |
| Vestmark Advisory Solutions, Inc. | 24.1K | $545.1K | −$1.15K | Added$20.8K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 22.4K | $506K | — | New |
| Walser Wealth Management Company, A Ltd Liability Co | 21.9K | $496.5K | −$1.08K | Cut−$161.4K |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 21.9K | $496.5K | −$1.08K | Cut−$161.4K |
| PRINCIPAL SECURITIES, INC. | 20K | $453.3K | −$839 | Added$72.7K |
| World Investment Advisors | 19K | $429.7K | −$500 | Added$197.7K |
| Core Wealth Advisors, Inc. | 18.7K | $423.5K | — | New |
| Federation des caisses Desjardins du Quebec | 18.1K | $409.4K | −$905 | Cut−$284.3K |
| SEARLE & CO. | 16K | $361.9K | — | New |
| WEALTH EFFECTS LLC | 14.7K | $331.8K | — | New |
| XTX Topco Ltd | 14.6K | $329.7K | — | New |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 14K | $312.2K | −$7.7K | Cut−$133.4K |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 13.2K | $297.6K | −$658 | Cut−$658 |
| Latitude Advisors, LLC | 12.8K | $289.8K | −$587 | Added$22.6K |
| Joseph P. Lucia & Associates, LLC | 12.5K | $282.5K | −$600 | Added$10.7K |
| Global Wealth Strategies & Associates | 12.1K | $273K | −$603 | Cut−$5.93K |
| Kovack Advisors, Inc. | 11.4K | $258.1K | −$685 | Cut−$83.4K |
| First Bank & Trust | 11.3K | $256.1K | — | New |
| Csenge Advisory Group | 11.1K | $251.2K | — | New |
| SENTINEL PENSION ADVISORS, LLC | 11K | $248.3K | −$540 | Added$3.26K |
| Farther Finance Advisors, LLC | 10.8K | $244.6K | −$21 | Added$240.7K |
| Mirae Asset Global Investments Co., Ltd. | 10.6K | $240.4K | −$170 | Added$163.3K |
| Cullen/Frost Bankers, Inc. | 10.1K | $229.5K | −$440 | Added$29.8K |
| Summit Financial, LLC | 9.3K | $210.4K | −$465 | Cut−$11.8K |
| WELLS FARGO & COMPANY/MN | 7.52K | $170.1K | — | Added$170.1K |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 6.08K | $137.6K | −$299 | Added$22.5K |
| JPMORGAN CHASE & CO | 5.94K | $134.1K | −$597 | Cut−$3K |
| Rockefeller Capital Management L.P. | 5.55K | $125.5K | −$12 | Added$120.5K |
| Morling Financial Advisors, LLC | 5.25K | $118.8K | −$280 | Added$1.69K |
| Private Wealth Asset Management, LLC | 5.06K | $114.5K | −$229 | Added$1.63K |
| MidFirst Bank | 5K | $113.1K | −$250 | Cut−$250 |
| MAI Capital Management | 4.4K | $99.4K | −$220 | Cut−$220 |
| CITIGROUP INC | 3.98K | $90.1K | — | New |
| Advisory Services Network, LLC | 3.15K | $71.2K | — | New |
| BANK OF MONTREAL /CAN/ | 3.14K | $71K | −$157 | Cut−$157 |
| Luminist Capital LLC | 2.96K | $67K | −$142 | Cut−$10.2K |
| Arax Advisory Partners | 2.52K | $57K | −$141 | Added$809 |
| Allworth Financial LP | 2.5K | $56.5K | −$25 | Added$45.2K |
| Geneos Wealth Management Inc. | 2.47K | $55.9K | −$133 | Added$48 |
| PNC Financial Services Group, Inc. | 2.33K | $52.6K | −$130 | Cut−$1.35K |
| STANCE CAPITAL LLC | 2.15K | $48.6K | — | New |
| HARBOUR INVESTMENTS, INC. | 1.7K | $38.5K | −$54 | Added$14.1K |
| Ashton Thomas Private Wealth, LLC | 440 | $9.95K | — | New |
| Parallel Advisors, LLC | 377 | $8.54K | — | New |
| Fidelity | 289 | $6.54K | $4 | Added$6.07K |
| Acumen Wealth Advisors, LLC | 279 | $6.31K | −$14 | Cut−$2.64K |
| VIRTUS ADVISERS, LLC | 248 | $5.61K | −$7 | Added$2.5K |
| Janney Montgomery Scott LLC | 239.4K | $5.42K | −$1 | Added$4.68K |
| Cambridge Investment Research Advisors, Inc. | 193.6K | $4.38K | −$8 | Added$711 |
| North Star Investment Management Corp. | 148 | $3.34K | −$20 | Added$48 |
| Park Square Financial Group, LLC | 121 | $2.74K | — | New |
| Aspen Investment Management Inc | 83.5K | $1.89K | −$4 | Added$416 |
| WEDBUSH SECURITIES INC | 51K | $1.15K | −$2 | Cut−$51 |
| Sunbelt Securities, Inc. | 43 | $973 | −$2 | Cut−$2 |
| PARK AVENUE SECURITIES LLC | 30.6K | $691 | −$1 | Added$181 |
| Corient Private Wealth LLC | 21K | $474 | −$474.9K | Cut−$474.9K |
| Destiny Wealth Partners, LLC | 15 | $339 | — | New |
| Activest Wealth Management | 3 | $76 | $5 | Cut−$43 |
| PIN OAK INVESTMENT ADVISORS INC | 100 | $2 | $0 | Held |
| Capital Analysts, LLC | 92 | $2 | — | New |