| BlackRock, Inc. | 5.19M | $225.9M | −$2.13M | Cut−$6.41M |
| IMPACTfolio, LLC | 620.7K | $27M | −$246.9K | Added$557.8K |
| LPL Financial LLC | 603.2K | $26.2M | −$239.8K | Added$555.9K |
| ENVESTNET ASSET MANAGEMENT INC | 510.2K | $22.2M | −$198.2K | Added$959.5K |
| SEEDS INVESTOR LLC | 370.5K | $16.2M | −$57.9K | Added$416.3K |
| JONES FINANCIAL COMPANIES LLLP | 368.8K | $15.9M | −$216.2K | Added$1.98M |
| JPMORGAN CHASE & CO | 301.3K | $13.1M | −$143.5K | Cut−$39.6K |
| Allworth Financial LP | 256.6K | $11.2M | −$98.3K | Added$639.9K |
| GOLDMAN SACHS GROUP INC | 237.8K | $10.3M | — | New |
| Advisory Services Network, LLC | 168.9K | $7.35M | −$63.7K | Added$530K |
| MORGAN STANLEY | 156.4K | $6.81M | −$64.2K | Cut−$90.1K |
| Bond & Devick Financial Network, Inc. | 143.6K | $6.25M | −$52.9K | Added$588.2K |
| Citadel | 129K | $5.61M | −$31.4K | Added$2.25M |
| Envestnet Portfolio Solutions, Inc. | 89.9K | $3.91M | −$36.8K | Cut−$115.3K |
| Perigon Wealth Management, LLC | 85.5K | $3.72M | −$33.1K | Added$170.8K |
| Decker Retirement Planning Inc. | 83.3K | $3.62M | −$29.4K | Added$477K |
| One Wealth Advisors, LLC | 78.8K | $3.43M | −$32.3K | Cut−$164.1K |
| SOFI WEALTH, LLC | 78.6K | $3.42M | −$23.5K | Added$901.1K |
| Archer Investment Management, LLC | 75.7K | $3.29M | −$3.98K | Added$2.87M |
| Jordan Park Group LLC | 74.6K | $3.25M | −$30.6K | Cut−$30.6K |
| RETIREMENT CAPITAL STRATEGIES | 71.4K | $3.11M | −$28.5K | Added$52.9K |
| Stewardship Advisors, LLC | 70.8K | $3.08M | −$29K | Cut−$564.7K |
| Cetera Investment Advisers | 69K | $3M | −$28.3K | Cut−$88.6K |
| Balanced Rock Investment Advisors LLC | 68.6K | $2.98M | −$28.1K | Cut−$152.8K |
| JANE STREET GROUP, LLC | 68.4K | $2.98M | — | New |
| US BANCORP \DE\ | 66.4K | $2.89M | −$27.2K | Cut−$35.4K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 63.7K | $2.77M | — | New |
| OSAIC HOLDINGS, INC. | 54.9K | $2.39M | −$22.6K | Cut−$208.9K |
| OneDigital Investment Advisors LLC | 52.3K | $2.27M | −$17.2K | Added$430.7K |
| Baker Avenue Asset Management, LP | 50.5K | $2.2M | −$20.5K | Added$6.34K |
| Charter Oak Capital Management, LLC | 48.5K | $2.11M | −$14.5K | Added$557.9K |
| Stratos Wealth Partners, LTD. | 48.3K | $2.1M | −$18.2K | Added$150.3K |
| Xena Financial Planning, LLC | 45.7K | $1.99M | −$10K | Added$913.5K |
| WELLS FARGO & COMPANY/MN | 44.6K | $1.94M | −$16.4K | Added$182.4K |
| ROYAL BANK OF CANADA | 44.4K | $1.93M | −$18.6K | Cut−$1.35M |
| Leonard Rickey Investment Advisors P.L.L.C. | 42.4K | $1.84M | −$17.1K | Added$9.73K |
| Accredited Investors Inc. | 41K | $1.78M | −$16.7K | Cut−$4.43K |
| Perennial Investment Advisors, LLC | 40.9K | $1.78M | −$16.6K | Added$14.1K |
| BANK OF AMERICA CORP /DE/ | 40.4K | $1.76M | −$16.3K | Added$15.3K |
| GeoWealth Management, LLC | 40.3K | $1.75M | −$16.5K | Cut−$208.8K |
| SBE LLC DBA CEDAR COVE WEALTH PARTNERS | 38.1K | $1.66M | −$14.1K | Added$146.5K |
| Haverford Trust Co | 35.9K | $1.56M | −$14.7K | Cut−$14.7K |
| RAYMOND JAMES FINANCIAL INC | 34.8K | $1.52M | −$13.2K | Added$104.4K |
| Tarbox Family Office, Inc. | 32.7K | $1.42M | −$12.3K | Added$107K |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 32K | $1.39M | −$12.1K | Added$14.5K |
| UBS Group AG | 31.1K | $1.35M | −$11.3K | Added$138.8K |
| Johnson Bixby & Associates, LLC | 30.3K | $1.32M | −$12.2K | Added$15K |
| COMMONWEALTH EQUITY SERVICES, LLC | 29.1K | $1.27M | −$12K | Cut−$346.8K |
| BFSG, LLC | 28.3K | $1.23M | −$11.1K | Added$43.5K |
| Sandbox Financial Partners, LLC | 27.8K | $1.21M | −$8.92K | Added$250.9K |
| Davis Wealth Advisors, LLC | 27.4K | $1.19M | −$11.2K | Cut−$67.4K |
| MML INVESTORS SERVICES, LLC | 27.3K | $1.19M | −$11.2K | Cut−$573.6K |
| Van Hulzen Asset Management, LLC | 24.6K | $1.07M | −$10.1K | Cut−$10.1K |
| Central Pacific Bank - Trust Division | 21.9K | $954K | −$8.99K | Cut−$8.99K |
| ACTION POINT FINANCIAL PLANNING, LLC | 21.2K | $923.3K | — | Held |
| Sonoma Allocations LLC | 21.1K | $916.5K | −$4.02K | Added$306K |
| Equitable Holdings, Inc. | 20.8K | $912.4K | $0 | Cut−$119.8K |
| Horst & Graben Wealth Management LLC | 20.7K | $903.6K | −$5.17K | Cut−$11.9K |
| HSBC HOLDINGS PLC | 20.4K | $887.4K | −$8.36K | Cut−$8.36K |
| Brookstone Capital Management | 19.9K | $866.2K | −$7.88K | Added$23.1K |
| Skyline Advisors, Inc. | 18.2K | $791.5K | −$7.46K | Cut−$678.3K |
| Sharkey, Howes & Javer | 17.9K | $777.5K | −$7.05K | Added$22.7K |
| Mason & Associates Inc | 17.7K | $768.9K | −$3.58K | Added$441.1K |
| Sequoia Financial Advisors, LLC | 17.5K | $759.6K | — | New |
| Savant Capital, LLC | 16.9K | $734.4K | −$6.92K | Cut−$6.79K |
| Ally Invest Advisors Inc. | 15.6K | $679.9K | −$6.15K | Added$20.8K |
| ASSETMARK, INC | 15.6K | $678.3K | −$5.8K | Added$56.7K |
| Apollon Wealth Management, LLC | 15K | $653.6K | −$3.97K | Added$229.1K |
| FSB PREMIER WEALTH MANAGEMENT, INC. | 14.9K | $646.5K | −$5.13K | Added$97.6K |
| Rockport Wealth LLC | 14.1K | $612.5K | −$5.55K | Added$18.1K |
| Mariner, LLC | 13.9K | $603K | −$2.95K | Added$285.2K |
| GC Wealth Management RIA, LLC | 13.6K | $593.3K | −$5.36K | Added$19.6K |
| GUARDIAN CAPITAL LP | 13.6K | $591.6K | −$4.61K | Cut−$264 |
| Rossby Financial, LCC | 13.6K | $589.9K | −$3.28K | Added$295.7K |
| Pinnacle Financial Partners, Inc. | 13.6K | $589.6K | −$5.45K | Added$5.68K |
| Steward Partners Investment Advisory, LLC | 13.3K | $576.5K | −$5.27K | Added$11.7K |
| Goldstein Advisors, LLC | 13.2K | $576.1K | −$5.29K | Added$9.11K |
| KWB Wealth | 13K | $571.9K | $16 | Cut−$172.6K |
| Milestone Investment Advisors LLC | 13.1K | $570.8K | −$5.38K | Cut−$11.9K |
| Essential Planning, LLC. | 13K | $566.6K | −$5.32K | Cut−$17.4K |
| Farther Finance Advisors, LLC | 12.9K | $559.8K | −$5.64K | Added$55.1K |
| THEORY FINANCIAL LLC | 11.8K | $514.8K | −$5.8K | Added$9.69K |
| Shared Vision Wealth Group LLC | 10.8K | $470.2K | −$5.45K | Cut−$61.7K |
| RED CRANE WEALTH MANAGEMENT, LLC | 10.7K | $467.1K | −$4.41K | Cut−$52.2K |
| Walkner Condon Financial Advisors LLC | 9.87K | $429.3K | −$4K | Added$1.35K |
| Merit Financial Group, LLC | 9.81K | $426.7K | — | New |
| Avise Financial Cooperative, Inc. | 9.74K | $423.8K | −$4.02K | Cut−$2.97K |
| ENDEAVOR PRIVATE WEALTH, INC. | 9.51K | $413.8K | — | New |
| Traveka Wealth, LLC | 9.36K | $407.2K | −$3.73K | Added$7.71K |
| Apella Capital, LLC | 9.08K | $397.8K | — | New |
| Valmark Advisers, Inc. | 9.07K | $394.4K | −$3.72K | Cut−$3.72K |
| Concurrent Investment Advisors, LLC | 8.7K | $378.4K | −$3.57K | Cut−$43.7K |
| LifePlan Investment Advisors, Inc. | 8.51K | $370.1K | −$3.46K | Cut−$809 |
| Integrated Wealth Concepts LLC | 8.45K | $367.7K | −$2.37K | Added$114.1K |
| HighTower Advisors, LLC | 8.21K | $357K | −$3.27K | Added$34 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | 8.12K | $353.1K | −$3.33K | Cut−$3.33K |
| Stratos Investment Management, LLC | 7.78K | $338.5K | −$2.83K | Added$35.1K |
| Brewster Financial Planning LLC | 7.23K | $314.6K | −$2.97K | Cut−$2.97K |
| HARBOUR INVESTMENTS, INC. | 7.12K | $309.6K | −$2.73K | Added$16.9K |
| SigFig Wealth Management, LLC | 7K | $304.3K | −$2.85K | Cut−$27.4M |
| Western Wealth Management, LLC | 6.93K | $301.5K | −$2.86K | Cut−$4.09K |
| Kestra Advisory Services, LLC | 6.86K | $298.3K | −$1.84K | Added$100.2K |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 6.76K | $293.6K | −$3.29K | Cut−$3.29K |
| Ashton Thomas Private Wealth, LLC | 6.21K | $270.2K | −$2.52K | Added$89 |
| W.H. Cornerstone Investments Inc. | 6.09K | $264.8K | −$2.1K | Added$39.3K |
| CHOREO, LLC | 6.05K | $263.2K | — | New |
| Northeast Financial Group, Inc. | 6.03K | $262.2K | −$2.47K | Cut−$2.47K |
| Whitegate Investment Counselors, Inc. | 6.02K | $261.8K | −$2.09K | Added$34.4K |
| Cerity Partners LLC | 5.83K | $253.4K | — | New |
| Bank of New York Mellon Corp | 5.79K | $251.9K | −$2.37K | Cut−$65.9K |
| &PARTNERS | 5.7K | $247.6K | −$2.52K | Added$390 |
| IHT Wealth Management, LLC | 5.54K | $240.9K | −$2.25K | Cut−$77.6K |
| Balance Wealth, LLC | 5.27K | $229.1K | −$1.99K | Added$13K |
| KEYVANTAGE WEALTH, LLC | 5.23K | $227.3K | −$2.14K | Cut−$2.14K |
| Spectrum Planning & Advisory Services Inc. | 4.8K | $208.8K | −$1.97K | Cut−$8.69K |
| Dynamic Advisor Solutions LLC | 4.75K | $206.4K | −$1.94K | Cut−$140.3K |
| SAX WEALTH ADVISORS, LLC | 4.67K | $204.9K | $0 | Held |
| Two West Capital Advisors LLC | 4.7K | $204.2K | — | New |
| TWIN PEAKS WEALTH ADVISORS, LLC | 3.24K | $141K | — | New |
| Godfrey Financial Associates, Inc. | 3.2K | $139.2K | −$1.29K | Added$883 |
| Transamerica Financial Advisors, LLC | 2.9K | $126.2K | −$560 | Added$67.8K |
| CWM, LLC | 2.85K | $124.2K | $124.1K | Added$124.1K |
| Key Financial Inc | 2.65K | $115.3K | −$1.09K | Cut−$1.09K |
| Armor Investment Advisors, LLC | 2.05K | $89.2K | −$808 | Added$2.67K |
| Ameritas Investment Partners, Inc. | 1.85K | $80.3K | −$767 | Cut−$636 |
| MAI Capital Management | 1.35K | $58.6K | −$552 | Cut−$552 |
| NewEdge Advisors, LLC | 56K | $56K | −$1.71M | Cut−$1.69M |
| Clarity Asset Management, Inc. | 1.11K | $48.4K | −$450 | Cut−$146 |
| EVOLUTION WEALTH MANAGEMENT INC. | 763 | $33.2K | −$312 | Cut−$312 |
| Triumph Capital Management | 605 | $26.3K | −$248 | Cut−$248 |
| CVA Family Office, LLC | 601 | $26.1K | −$246 | Cut−$246 |
| Gen-Wealth Partners Inc | 535 | $23.3K | −$219 | Cut−$219 |
| AE Wealth Management LLC | 415 | $18.1K | −$176 | Added$1.04K |
| Thrivent Financial for Lutherans | 406K | $17.7K | −$187 | Cut−$1.25K |
| FRANKLIN RESOURCES INC | 399 | $17.4K | −$164 | Cut−$910 |
| Physician Wealth Advisors, Inc. | 365 | $15.9K | −$135 | Cut−$154.5K |
| 1 NORTH WEALTH SERVICES LLC | 310 | $13.5K | −$127 | Cut−$127 |
| Spire Wealth Management | 293 | $12.7K | −$120 | Cut−$120 |
| Rockefeller Capital Management L.P. | 268 | $11.7K | −$108 | Added$66 |
| Fort Vancouver Investment Management, LLC | 256 | $11.1K | −$105 | Cut−$105 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 228 | $9.92K | −$94 | Cut−$1.85K |
| IFP Advisors, Inc | 155 | $6.74K | −$63 | Cut−$20 |
| Golden State Wealth Management, LLC | 105 | $4.57K | −$43 | Cut−$43 |
| Larson Financial Group LLC | 76 | $3.31K | −$31 | Cut−$31 |
| BARRETT & COMPANY, INC. | 70 | $3.04K | −$29 | Cut−$29 |
| Qube Research & Technologies Ltd | 68 | $2.96K | −$28 | Cut−$28 |
| CoreCap Advisors, LLC | 66 | $2.87K | −$27 | Cut−$27 |
| NBT BANK N A /NY | 47 | $2.04K | −$150 | Cut−$19 |
| MATHER GROUP, LLC. | 30 | $1.3K | — | New |
| Betterment LLC | 23.8K | $1.04K | −$10 | Cut−$1.04K |
| Fidelity | 21 | $927 | $4 | Added$48 |
| Cambridge Investment Research Advisors, Inc. | 21K | $914 | −$9 | Cut−$54 |
| NATIXIS ADVISORS, LLC | 17.8K | $776 | −$7 | Added$100 |
| VALLEY NATIONAL ADVISERS INC | 15.4K | $670 | −$6 | Added$52 |
| Financial Connections Group, Inc. | 8.85K | $384 | −$4 | Added$12 |
| Keener Financial Planning LLC | 8.55K | $372 | −$3 | Added$32 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 8 | $348 | — | New |
| Kilter Group LLC | 4 | $174 | −$2 | Cut−$2 |
| Hanson & Doremus Investment Management | 2.63K | $114 | −$1 | Added$4 |
| Capital Analysts, LLC | 1.37K | $60 | $0 | Held |