| ENVESTNET ASSET MANAGEMENT INC | 1.11M | $83.5M | $4.07K | Added$82.5M |
| BlackRock, Inc. | 841K | $63.5M | $243.9K | Cut−$41.9K |
| IMA Advisory Services, Inc. | 736.6K | $55.5M | $215.9K | Added$491.4K |
| SEI INVESTMENTS CO | 374K | $28.2M | $103.6K | Added$1.34M |
| LPL Financial LLC | 359.5K | $27.1M | $24.6K | Added$20.7M |
| SBE LLC DBA CEDAR COVE WEALTH PARTNERS | 237.3K | $17.9M | $68.4K | Added$184.7K |
| Envestnet Portfolio Solutions, Inc. | 212.2K | $16M | — | New |
| JPMORGAN CHASE & CO | 210.7K | $15.4M | −$142.7K | Added$10.6M |
| Allworth Financial LP | 178K | $13.4M | $51.3K | Added$135.9K |
| RWA WEALTH PARTNERS, LLC | 149.2K | $11.3M | $42K | Added$350.7K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 141.9K | $10.7M | $15.5K | Added$6.69M |
| Cetera Investment Advisers | 111.1K | $8.38M | $11.6K | Added$5.37M |
| Values Added Financial LLC | 106.5K | $8.04M | $27.8K | Added$824.4K |
| BAILARD, INC. | 104.2K | $7.86M | $26.1K | Added$1.11M |
| Accredited Investors Inc. | 84.6K | $6.39M | $24.2K | Added$116.2K |
| Apella Capital, LLC | 75.7K | $6.22M | — | New |
| Clearstead Advisors, LLC | 74.5K | $5.62M | — | New |
| Invera Wealth Advisors, LLC | 66.5K | $5.02M | $18.9K | Added$106.9K |
| HighTower Advisors, LLC | 63.6K | $4.8M | $18.1K | Added$102.3K |
| Balanced Rock Investment Advisors LLC | 62.3K | $4.7M | $18K | Added$41.1K |
| REGATTA CAPITAL GROUP, LLC | 57.2K | $4.32M | $15.8K | Added$236.1K |
| MML INVESTORS SERVICES, LLC | 55.8K | $4.21M | $3.13K | Added$3.4M |
| CWM, LLC | 55.7K | $4.2M | $3.66M | Added$4.2M |
| GOLDMAN SACHS GROUP INC | 55.5K | $4.19M | — | New |
| UBS Group AG | 54.1K | $4.08M | $15.7K | Cut−$83.8K |
| Walkner Condon Financial Advisors LLC | 49K | $3.7M | $13.9K | Added$107.2K |
| ROYAL BANK OF CANADA | 48.5K | $3.66M | $11.4K | Added$664K |
| Modern Wealth Management, LLC | 47.1K | $3.61M | $42.4K | Added$1.44M |
| TD Waterhouse Canada Inc. | 43.7K | $3.35M | $68.2K | Added$68.2K |
| Atlantic Private Wealth, LLC | 44.2K | $3.33M | $12.2K | Added$175.6K |
| Fidelity | 43.3K | $3.27M | $11.7K | Added$210.3K |
| Equita Financial Network, Inc. | 39.4K | $2.97M | $11.1K | Added$86.4K |
| ALBION FINANCIAL GROUP /UT | 38.5K | $2.9M | $11.1K | Added$14.8K |
| Fiera Capital Corp | 34.3K | $2.59M | $8.79K | Added$310.6K |
| Decker Retirement Planning Inc. | 34.3K | $2.58M | $9.04K | Added$242.1K |
| SOFI WEALTH, LLC | 33.6K | $2.53M | $7.9K | Added$484.8K |
| Atwater Malick LLC | 33.2K | $2.51M | $9.36K | Added$79.5K |
| Robertson Stephens Wealth Management, LLC | 33.1K | $2.5M | $4.06K | Added$1.45M |
| Corient Private Wealth LLC | 33.1K | $2.49M | $9.26K | Added$86.7K |
| Westfuller Advisors, LLC | 32.4K | $2.44M | $9.39K | Added$9.39K |
| Arjuna Capital | 31.1K | $2.34M | $8.48K | Added$147.3K |
| NorthRock Partners, LLC | 30.8K | $2.32M | $8.2K | Added$194.2K |
| Beacon Pointe Advisors, LLC | 30.3K | $2.29M | $4.36K | Added$1.16M |
| OSAIC HOLDINGS, INC. | 29.5K | $2.23M | $8.27K | Cut−$15.3K |
| One Wealth Advisors, LLC | 29.4K | $2.22M | $4.15K | Added$1.14M |
| ASSETMARK, INC | 29.4K | $2.22M | $590 | Added$2.06M |
| Pathstone Holdings, LLC | 26.1K | $1.97M | $7.58K | Cut−$93.1K |
| Integrated Wealth Concepts LLC | 25.4K | $1.91M | $1.58K | Added$1.5M |
| XY Planning Network, Inc. | 24.8K | $1.9M | $35.3K | Added$96.3K |
| WELLS FARGO & COMPANY/MN | 23.9K | $1.8M | $6K | Added$236.9K |
| Archer Investment Management, LLC | 23.5K | $1.78M | — | New |
| OneDigital Investment Advisors LLC | 23.4K | $1.77M | $3.4K | Added$885.3K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 22.1K | $1.67M | $6.41K | Cut−$50.7K |
| BANK OF AMERICA CORP /DE/ | 22K | $1.66M | $6.37K | Cut−$129.9K |
| COMMONWEALTH EQUITY SERVICES, LLC | 21.2K | $1.6M | $5.95K | Added$76K |
| GOULD ASSET MANAGEMENT LLC /CA/ | 20.7K | $1.56M | $5.64K | Added$97.7K |
| Opes Wealth Management LLC | 20.6K | $1.55M | $5.79K | Added$52.6K |
| JANE STREET GROUP, LLC | 20.1K | $1.52M | $5.73K | Added$33.6K |
| Shotwell Rutter Baer Inc | 19.7K | $1.48M | −$30.8K | Cut−$27.4K |
| First Pacific Financial | 19.3K | $1.46M | $5.59K | Added$2.81K |
| Plancorp, LLC | 18.2K | $1.44M | $76.3K | Added$76.3K |
| WARNER FINANCIAL, INC | 18.6K | $1.4M | $1.15M | Added$1.4M |
| Sanctuary Advisors, LLC | 18.5K | $1.4M | $2.19K | Added$824.7K |
| GeoWealth Management, LLC | 18.2K | $1.38M | — | New |
| Cerity Partners LLC | 18.2K | $1.37M | $2.5K | Added$723.9K |
| Revolve Wealth Partners, LLC | 18.1K | $1.37M | $5.22K | Cut−$2.67K |
| FIGURE 8 INVESTMENT STRATEGIES LLC | 16.9K | $1.28M | $4.74K | Added$46.9K |
| Horst & Graben Wealth Management LLC | 15.8K | $1.27M | — | New |
| Creative Planning | 16.6K | $1.25M | $4.82K | Cut−$23.9K |
| Merit Financial Group, LLC | 16.5K | $1.24M | — | New |
| Lido Advisors, LLC | 16.1K | $1.21M | — | New |
| Cornerstone Financial Management LLC | 15.9K | $1.2M | $4.56K | Added$14.8K |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 15.9K | $1.19M | — | New |
| Bank of New York Mellon Corp | 15.1K | $1.14M | — | New |
| Perigon Wealth Management, LLC | 15.1K | $1.14M | $3.19K | Added$312K |
| GTS SECURITIES LLC | 14.9K | $1.13M | — | New |
| Equitable Holdings, Inc. | 14.8K | $1.11M | — | New |
| Sharkey, Howes & Javer | 14.6K | $1.1M | — | New |
| Farther Finance Advisors, LLC | 14K | $1.07M | $19.4K | Added$83.5K |
| FRANKLIN RESOURCES INC | 13.9K | $1.05M | $2.63K | Added$370.7K |
| Stratos Wealth Partners, LTD. | 13.7K | $1.03M | $3.13K | Added$216.1K |
| SUMMIT WEALTH GROUP LLC / CO | 13.5K | $1.02M | $3.86K | Added$15.9K |
| VERITY Wealth Advisors | 13.3K | $1.01M | $3.85K | Added$9.13K |
| LAZARD ASSET MANAGEMENT LLC | 13.2K | $996.6K | $3.83K | Added$3.83K |
| RAYMOND JAMES FINANCIAL INC | 12.9K | $970.4K | $1.84K | Added$492.3K |
| Moors & Cabot, Inc. | 12.8K | $968.6K | $3.69K | Added$12.8K |
| Ally Invest Advisors Inc. | 12.5K | $943.9K | $3.58K | Added$16.1K |
| DIVERSIFIED TRUST CO | 12.3K | $926.2K | $3.56K | Added$3.56K |
| SigFig Wealth Management, LLC | 11.8K | $888.8K | $3.44K | Cut−$16.6M |
| Orion Porfolio Solutions, LLC | 11.6K | $878.8K | — | New |
| Steward Partners Investment Advisory, LLC | 11.6K | $873.3K | $1.31K | Added$533K |
| Urban Financial Advisory Corp | 10.6K | $800.3K | $3.08K | Added$3.08K |
| Magnus Financial Group LLC | 10.5K | $794.1K | $3.05K | Cut−$8.6K |
| MGO ONE SEVEN LLC | 10K | $757.9K | — | New |
| Skyline Advisors, Inc. | 9.89K | $746.4K | $2.88K | Cut−$18.8K |
| Mariner, LLC | 9.82K | $741.2K | $1.8K | Added$265.3K |
| Davis Wealth Advisors, LLC | 9.58K | $723K | — | New |
| JMG Financial Group, Ltd. | 9.23K | $696.3K | $2.67K | Added$5.61K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 9.15K | $690.7K | $2.65K | Added$2.65K |
| MORGAN STANLEY | 9.09K | $685.7K | $2K | Added$165.7K |
| Leonard Rickey Investment Advisors P.L.L.C. | 8.23K | $621.1K | $2.35K | Added$3.56K |
| Optas, LLC | 8.09K | $610.8K | $1.36K | Added$259.6K |
| MAI Capital Management | 8.02K | $605K | $2.31K | Added$6.23K |
| MA Private Wealth | 8K | $603.4K | $2.32K | Added$2.32K |
| Klaas Financial Asset Advisors, LLC | 7.82K | $590.3K | $2.27K | Cut−$2.84M |
| RFG Advisory, LLC | 7.65K | $577.1K | $848 | Added$360.5K |
| Kestra Advisory Services, LLC | 7.33K | $553K | $2.04K | Added$10K |
| Stewardship Advisors, LLC | 7.11K | $536.7K | $2.02K | Added$12.1K |
| Savant Capital, LLC | 6.96K | $525.5K | $2.02K | Added$1.72K |
| Avise Financial Cooperative, Inc. | 6.73K | $508K | $1.95K | Added$600 |
| World Investment Advisors | 6.39K | $482.1K | — | New |
| Private Advisor Group, LLC | 6.39K | $482.1K | $1.52K | Added$91K |
| Gateway Wealth Partners, LLC | 6.2K | $467.4K | — | New |
| Ariadne Wealth Management, LP | 6.16K | $464.7K | −$35.4K | Cut−$43.5K |
| Haverford Trust Co | 6.05K | $456.8K | $1.75K | Added$1.75K |
| Aptus Capital Advisors, LLC | 6.05K | $456.5K | $1.73K | Added$7.17K |
| Golden State Wealth Management, LLC | 6.02K | $454K | $1.74K | Added$2.87K |
| Pathway Financial Advisors LLC | 5.93K | $450.9K | −$8.84K | Cut−$8.84K |
| WEALTH ALLIANCE, LLC | 5.9K | $445.1K | — | New |
| Central Pacific Bank - Trust Division | 5.85K | $441.6K | $1.7K | Added$1.7K |
| SAGESPRING WEALTH PARTNERS, LLC | 5.77K | $435.1K | — | New |
| Financially in Tune, LLC | 5.76K | $434.6K | $1.67K | Added$1.67K |
| Ameritas Advisory Services, LLC | 5.61K | $423.1K | $1.57K | Added$17.6K |
| Ascent Group, LLC | 5.54K | $418.4K | $1.2K | Added$107K |
| Regal Investment Advisors LLC | 5.41K | $408.3K | — | New |
| OpenArc Corporate Advisory, LLC | 5.38K | $405.8K | — | New |
| CreativeOne Wealth, LLC | 5.24K | $395.3K | $1.09K | Added$113.6K |
| Connecticut Wealth Management, LLC | 4.76K | $359.2K | $1.28K | Added$26K |
| Sage Financial Management Group, Inc. | 4.57K | $345.1K | $1.33K | Cut−$17.9K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 4.49K | $338.4K | $1.35K | Cut−$90.9K |
| National Wealth Management Group, LLC | 4.36K | $328.9K | $1.02K | Added$63.6K |
| Brookstone Capital Management | 4.26K | $321.6K | — | New |
| CoreCap Advisors, LLC | 4.12K | $313.3K | $3.34K | Cut−$40.4K |
| ONE WEALTH CAPITAL MANAGEMENT, LLC | 3.93K | $312.2K | — | New |
| Composition Wealth, LLC | 4.11K | $309.7K | $1.19K | Added$1.19K |
| AGF MANAGEMENT LTD | 4.1K | $309.3K | $1.19K | Cut−$13.8K |
| BROWN ADVISORY INC | 4K | $301.8K | — | New |
| FLAGSHIP HARBOR ADVISORS, LLC | 3.97K | $299.5K | $1.08K | Added$1.16K |
| PFG Investments, LLC | 3.93K | $296.8K | $837 | Added$78.1K |
| LifePlan Investment Advisors, Inc. | 3.88K | $292.4K | — | New |
| Savvy Advisors, Inc. | 3.87K | $291.7K | $1.16K | Cut−$12.4K |
| WEALTHGARDEN F.S. LLC | 3.85K | $290.3K | — | New |
| Keystone Financial Services | 3.85K | $290.3K | — | New |
| Navigation Group, LLC | 3.83K | $289.1K | — | Held |
| Belpointe Asset Management LLC | 3.78K | $284.9K | — | New |
| Fortis Capital Advisors, LLC | 3.78K | $284.9K | — | New |
| MCCARTER PRIVATE WEALTH SERVICES LLC | 3.78K | $284.9K | $1.1K | Added$1.09K |
| Atria Investments, Inc | 3.77K | $284.2K | — | New |
| Portfolio Design Labs, LLC | 3.77K | $284.1K | $1.09K | Added$1.09K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 3.63K | $274.3K | $1.05K | Added$1.05K |
| Human Investing LLC | 3.61K | $272.1K | $1.01K | Cut−$1.02K |
| &PARTNERS | 3.54K | $267.1K | — | New |
| EverSource Wealth Advisors, LLC | 3.5K | $263.8K | — | New |
| Pine Harbor Wealth Management, LLC | 3.46K | $261.1K | $1K | Added$1K |
| SOA Wealth Advisors, LLC. | 3.43K | $258.7K | $994 | Added$994 |
| RCS Financial Planning, LLC | 3.4K | $256.2K | — | New |
| Hoxton Planning & Management, LLC | 3.39K | $255.6K | — | New |
| OLD SECOND NATIONAL BANK OF AURORA | 3.28K | $247.5K | $951 | Added$951 |
| Freedom Investment Management, Inc. | 3.1K | $234.3K | — | New |
| Concurrent Investment Advisors, LLC | 3.03K | $228.5K | — | New |
| West Wealth Group, LLC | 3.01K | $226.9K | $885 | Cut−$4.98K |
| THEORY FINANCIAL LLC | 3K | $226.3K | — | New |
| Valmark Advisers, Inc. | 2.99K | $225.7K | $867 | Added$867 |
| Quantinno Capital Management LP | 2.97K | $224.3K | $862 | Added$862 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 2.74K | $216.1K | — | New |
| Alesco Advisors LLC | 2.86K | $215.7K | — | New |
| RKL Wealth Management LLC | 2.83K | $213.7K | $822 | Added$822 |
| Aufman Associates Inc | 2.82K | $212.7K | $818 | Added$818 |
| Cornerstone Planning Group LLC | 2.6K | $209.6K | — | New |
| J. Mark Nickell & Co. | 2.77K | $209.4K | $805 | Added$805 |
| ZACKS INVESTMENT MANAGEMENT | 2.76K | $208.5K | $801 | Added$801 |
| AIRE ADVISORS, LLC | 2.69K | $203.1K | $781 | Added$781 |
| Godfrey Financial Associates, Inc. | 2.57K | $193.6K | $697 | Added$12.4K |
| Arax Advisory Partners | 2.5K | $188.8K | $732 | Cut−$11.7K |
| Biltmore Family Office, LLC | 2.5K | $188.6K | $725 | Added$725 |
| Milestone Investment Advisors LLC | 2.33K | $176.1K | $677 | Added$677 |
| Rossmore Private Capital | 2.22K | $167.3K | $643 | Added$643 |
| PRUDENTIAL PLC | 2.1K | $158.1K | $608 | Cut−$270.3K |
| JONES FINANCIAL COMPANIES LLLP | 2.14K | $155.6K | −$907 | Added$128.3K |
| US BANCORP \DE\ | 2K | $151.1K | $570 | Added$3.44K |
| HARBOUR INVESTMENTS, INC. | 1.99K | $150.4K | $329 | Added$65.1K |
| NBT BANK N A /NY | 1.81K | $136.9K | −$17.8K | Added$526 |
| Golden State Equity Partners | 1.76K | $133.2K | $589 | Cut−$85.5K |
| Physician Wealth Advisors, Inc. | 1.7K | $128.4K | $488 | Cut−$48.6K |
| BANK OF MONTREAL /CAN/ | 1.68K | $127K | $488 | Cut−$2.35M |
| Gen-Wealth Partners Inc | 1.64K | $124K | — | New |
| CDKV HOLDINGS LLC | 1.49K | $112K | $431 | Added$431 |
| Acropolis Investment Management, LLC | 1.44K | $108.6K | — | New |
| AE Wealth Management LLC | 1.44K | $108.5K | $2 | Added$108K |
| RAELIPSKIE PARTNERSHIP | 1.35K | $102.2K | $392 | Added$392 |
| MOGY JOEL R INVESTMENT COUNSEL INC | 1.26K | $95.4K | $367 | Added$367 |
| Advisory Services Network, LLC | 1.1K | $83.1K | — | New |
| Rockefeller Capital Management L.P. | 1.1K | $82.9K | $319 | Added$394 |
| Armor Investment Advisors, LLC | 991 | $74.8K | $287 | Added$287 |
| Ashton Thomas Private Wealth, LLC | 943 | $71.1K | — | New |
| JFS WEALTH ADVISORS, LLC | 899 | $67.8K | — | New |
| Dunhill Financial, LLC | 831 | $62.7K | $240 | Added$240 |
| FIFTH THIRD BANCORP | 827 | $62.4K | — | New |
| Rossby Financial, LCC | 798 | $61.2K | $1.01K | Added$10.2K |
| Western Wealth Management, LLC | 727 | $54.9K | — | New |
| NATIONAL BANK OF CANADA /FI/ | 679 | $51.1K | $190 | Added$190 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 664 | $50.1K | $191 | Added$493 |
| Medallion Wealth Advisors, LLC | 622 | $46.9K | $180 | Added$180 |
| TWIN PEAKS WEALTH ADVISORS, LLC | 609 | $45.9K | — | New |
| Transamerica Financial Advisors, LLC | 558 | $42.1K | −$23 | Added$40K |
| SHP Wealth Management | 478 | $36.1K | $138 | Added$138 |
| EVOLUTION WEALTH MANAGEMENT INC. | 419 | $31.6K | $122 | Added$122 |
| BIRCHBROOK, INC. | 411 | $31K | $88 | Added$8.16K |
| PNC Financial Services Group, Inc. | 340 | $25.7K | — | New |
| EFG International AG | 238 | $18K | — | New |
| CVA Family Office, LLC | 197 | $14.9K | $57 | Added$57 |
| VANGUARD ADVISERS INC | 178 | $13.4K | — | Held |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 175 | $13.2K | $51 | Cut−$557.4K |
| Noble Wealth Management PBC | 166 | $12.5K | $48 | Added$48 |
| NewEdge Advisors, LLC | 10.5K | $10.5K | −$777.9K | Cut−$1.88M |
| 1 NORTH WEALTH SERVICES LLC | 130 | $9.81K | $38 | Added$38 |
| WealthShield Partners, LLC | 115 | $8.68K | — | New |
| Kilter Group LLC | 111 | $8.38K | $3 | Added$7.62K |
| PARK AVENUE SECURITIES LLC | 107.3K | $8.1K | — | New |
| MATHER GROUP, LLC. | 100 | $7.54K | — | New |
| BFSG, LLC | 88 | $6.64K | $25 | Added$25 |
| Sankala Group LLC | 84 | $6.16K | −$731 | Cut−$10.5K |
| Financial Connections Group, Inc. | 75.3K | $5.68K | $21 | Cut−$121 |
| Morton Brown Family Wealth, LLC | 60 | $4.53K | $17 | Added$17 |
| WOLFF WIESE MAGANA LLC | 58 | $4.38K | $17 | Added$17 |
| Clarity Asset Management, Inc. | 47 | $3.58K | $49 | Cut−$36.4K |
| Janney Montgomery Scott LLC | 38K | $2.87K | $2 | Added$2.39K |
| Federation des caisses Desjardins du Quebec | 35 | $2.64K | $10 | Added$10 |
| TORONTO DOMINION BANK | 32 | $2.41K | — | New |
| Thrivent Financial for Lutherans | 28.5K | $2.12K | −$25 | Cut−$105 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 22 | $1.66K | $7 | Cut−$2.17K |
| Cambridge Investment Research Advisors, Inc. | 21.2K | $1.6K | $2 | Added$938 |
| IFP Advisors, Inc | 20 | $1.51K | $6 | Added$6 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 16 | $1.23K | $23 | Added$23 |
| Key Capital Management, INC | 15 | $1.13K | — | New |
| Larson Financial Group LLC | 13 | $981 | $4 | Added$4 |
| Parallel Advisors, LLC | 11 | $830 | $3 | Added$3 |
| Raleigh Capital Management Inc. | 9 | $679 | — | New |
| Investor's Fiduciary Advisor Network, LLC | 6.88K | $519 | — | New |
| Betterment LLC | 6.63K | $501 | $2 | Cut−$167 |
| Smartleaf Asset Management LLC | 5 | $364 | −$15 | Cut−$15 |
| Capital Analysts, LLC | 2.15K | $162 | — | New |
| Hanson & Doremus Investment Management | 782 | $59 | $0 | Added$1 |
| Strategic Wealth Partners, Ltd. | 0 | $26 | — | Held |