| ENVESTNET ASSET MANAGEMENT INC | 12M | $599.8M | — | New |
| LPL Financial LLC | 5.81M | $290.2M | — | New |
| JPMORGAN CHASE & CO | 1.96M | $97.8M | — | New |
| MORGAN STANLEY | 1.41M | $70.4M | — | New |
| MML INVESTORS SERVICES, LLC | 1.19M | $59.3M | — | New |
| Cetera Investment Advisers | 1.13M | $56.5M | — | New |
| Envestnet Portfolio Solutions, Inc. | 816.9K | $40.8M | — | New |
| KM Capital Management Ltd. | 411.2K | $20.7M | — | New |
| Sanctuary Advisors, LLC | 327K | $16.3M | — | New |
| Icon Wealth Advisors, LLC | 293.2K | $14.9M | — | New |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 257.7K | $12.9M | — | New |
| BlackRock, Inc. | 256K | $12.8M | −$115.2K | Cut−$3.44M |
| One Wealth Advisors, LLC | 243.9K | $12.2M | — | New |
| JANE STREET GROUP, LLC | 211.3K | $10.6M | — | New |
| OneDigital Investment Advisors LLC | 207.9K | $10.4M | — | New |
| STIFEL FINANCIAL CORP | 183.5K | $9.16M | — | New |
| Buttonwood Financial Group, LLC | 183.1K | $9.14M | — | New |
| Detalus Advisors, LLC | 167K | $8.34M | — | New |
| Orion Porfolio Solutions, LLC | 160.5K | $8.02M | — | New |
| Manhattan West Asset Management, LLC | 158.4K | $7.91M | −$26.6K | Added$4.93M |
| CWM, LLC | 152.2K | $7.6M | — | New |
| Bank of New York Mellon Corp | 148.1K | $7.39M | — | New |
| Tyche Wealth Partners LLC | 127.9K | $6.39M | — | New |
| WATERSHED PRIVATE WEALTH LLC | 127K | $6.34M | — | New |
| Atlatl Advisers LLC | 125.8K | $6.28M | — | New |
| Kelly Financial Services LLC | 119.7K | $5.97M | — | New |
| Savvy Advisors, Inc. | 106.9K | $5.34M | — | New |
| SEEDS INVESTOR LLC | 91.3K | $4.63M | — | New |
| Atria Investments, Inc | 87.1K | $4.35M | — | New |
| WEALTH ALLIANCE, LLC | 82.4K | $4.11M | — | New |
| Kestra Advisory Services, LLC | 82K | $4.09M | — | New |
| Advyzon Investment Management, LLC | 76.8K | $3.83M | — | New |
| Steward Partners Investment Advisory, LLC | 76.7K | $3.83M | — | New |
| ONE WEALTH CAPITAL MANAGEMENT, LLC | 74.9K | $3.8M | — | New |
| Keebeck Wealth Management | 72.8K | $3.64M | — | New |
| ONE Advisory Partners, LLC | 72.4K | $3.61M | — | New |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 70.3K | $3.56M | — | New |
| May Hill Capital, LLC | 69K | $3.45M | — | New |
| LiftPoint Family Wealth Advisors LLC | 65.7K | $3.28M | — | New |
| Triad Wealth Partners, LLC | 64.3K | $3.21M | — | New |
| JB Capital LLC | 64.1K | $3.2M | — | New |
| HighTower Advisors, LLC | 61K | $3.05M | −$13K | Added$1.59M |
| WealthShield Partners, LLC | 51.3K | $2.56M | — | New |
| EFG International AG | 50.9K | $2.54M | — | New |
| True Vision MN LLC | 47.1K | $2.35M | — | New |
| THEORY FINANCIAL LLC | 37.8K | $1.89M | — | New |
| World Investment Advisors | 35.7K | $1.78M | — | New |
| Cornerstone Planning Group LLC | 33.3K | $1.68M | — | New |
| CreativeOne Wealth, LLC | 33.7K | $1.68M | — | New |
| Strategic Blueprint, LLC | 31.4K | $1.57M | — | New |
| Apeiron RIA LLC | 30.9K | $1.54M | — | New |
| VERUS CAPITAL PARTNERS, LLC | 30.5K | $1.52M | — | New |
| Ashton Thomas Private Wealth, LLC | 29.1K | $1.45M | — | New |
| CONQUIS FINANCIAL LLC | 27.9K | $1.42M | $13.7K | Cut−$309.8K |
| PRINCIPAL SECURITIES, INC. | 28K | $1.4M | — | New |
| Gen-Wealth Partners Inc | 27.4K | $1.37M | — | New |
| SMART Wealth LLC | 27.1K | $1.35M | — | New |
| BENJAMIN EDWARDS INC | 26.7K | $1.34M | — | New |
| Farther Finance Advisors, LLC | 24.2K | $1.22M | — | New |
| Advisory Services Network, LLC | 24.1K | $1.2M | — | New |
| Able Wealth Management LLC | 23.6K | $1.18M | — | New |
| &PARTNERS | 22.1K | $1.1M | — | New |
| Mayflower Financial Advisors, LLC | 21.8K | $1.09M | — | New |
| COMMONWEALTH EQUITY SERVICES, LLC | 21K | $1.05M | — | New |
| OSAIC HOLDINGS, INC. | 20.8K | $1.04M | — | New |
| MGO ONE SEVEN LLC | 20.7K | $1.03M | — | New |
| CORE WEALTH ADVISORS, LLC | 20.1K | $1M | — | New |
| Retirement Wealth Solutions LLC | 18.9K | $943.3K | — | New |
| SigFig Wealth Management, LLC | 18.6K | $929.3K | — | New |
| Aspire Private Capital, LLC | 18.6K | $927.2K | — | New |
| Sovran Advisors, LLC | 18K | $912.6K | — | New |
| CFS Investment Advisory Services, LLC | 17K | $866.4K | — | New |
| TSA Wealth Managment LLC | 16.9K | $844.1K | — | New |
| Modern Wealth Management, LLC | 16.6K | $834.8K | — | New |
| Simplicity Wealth,LLC | 15.6K | $778K | — | New |
| Polaris Investment Advisors, LLC | 14.6K | $730.4K | — | New |
| Cypress Wealth Services, LLC | 14.2K | $710.3K | — | New |
| LifePlan Investment Advisors, Inc. | 13.8K | $687K | — | New |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 13.8K | $686.5K | — | New |
| Archer Investment Management, LLC | 13.6K | $676.8K | — | New |
| Shared Vision Wealth Group LLC | 13.5K | $672.7K | — | New |
| Private Advisor Group, LLC | 12.4K | $620.3K | — | New |
| Vantage Point Financial LLC | 11.5K | $572.4K | — | New |
| Sharkey, Howes & Javer | 11.4K | $571.3K | — | New |
| Richmond Investment Services, LLC | 11.3K | $563K | — | New |
| AE Wealth Management LLC | 10.6K | $531.3K | — | New |
| RCS Financial Planning, LLC | 9.77K | $488K | — | New |
| EWA, LLC | 9.76K | $487.2K | — | New |
| Integrated Advisors Network LLC | 9.51K | $474.8K | — | New |
| Cerity Partners LLC | 9.39K | $469K | — | New |
| Regal Investment Advisors LLC | 9.36K | $467.3K | — | New |
| ASSETMARK, INC | 9.07K | $452.8K | — | New |
| ELEVATION POINT WEALTH PARTNERS, LLC | 9K | $449.2K | — | New |
| PUREfi Wealth, LLC | 8.87K | $442.6K | — | New |
| CURTIS WEALTH MANAGEMENT LLC | 8.75K | $436.7K | — | New |
| Integrated Wealth Concepts LLC | 8.24K | $411.5K | — | New |
| Perigon Wealth Management, LLC | 7.8K | $389.3K | — | New |
| Corient Private Wealth LLC | 7.6K | $379.5K | — | New |
| Lifeworks Advisors, LLC | 7.44K | $371.4K | — | New |
| FIRETHORN WEALTH PARTNERS, LLC | 7.02K | $350.3K | — | New |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 6.94K | $346.7K | — | New |
| KINGSWOOD WEALTH ADVISORS, LLC | 6.32K | $315.5K | — | New |
| RESOLUTE WEALTH ADVISOR, INC. | 6.13K | $306.1K | — | Held |
| Aegis Wealth Management, Inc. | 6.11K | $305.2K | — | New |
| Walser Wealth Management Company, A Ltd Liability Co | 6.07K | $303.3K | — | New |
| Stirlingshire Investments, Inc. | 5.72K | $285.8K | — | New |
| TRANSCEND CAPITAL ADVISORS, LLC | 5.66K | $282.8K | — | New |
| COLDSTREAM CAPITAL MANAGEMENT INC | 5.55K | $277.1K | — | New |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 5.5K | $274.9K | — | New |
| URS Advisory LLC | 5.32K | $265.4K | — | New |
| Gateway Wealth Partners, LLC | 4.84K | $241.9K | — | New |
| GeoWealth Management, LLC | 4.84K | $241.5K | — | New |
| Roan Capital Partners | 4.72K | $235.7K | — | Held |
| FIFTH THIRD BANCORP | 4.57K | $228.2K | — | New |
| JFS WEALTH ADVISORS, LLC | 4.47K | $223.4K | — | New |
| SWMG, LLC | 4.43K | $221K | — | New |
| Capital Asset Managemnet, LLC | 4.38K | $218.8K | — | New |
| Raleigh Capital Management Inc. | 4.1K | $204.6K | — | New |
| Aptus Capital Advisors, LLC | 2.9K | $144.6K | — | New |
| Western Wealth Management, LLC | 2.82K | $140.9K | — | New |
| Merkkuri Wealth Advisors LLC | 2.8K | $139.8K | — | New |
| Indiana Trust & Investment Management Co | 1.75K | $87.4K | — | New |
| IFP Advisors, Inc | 1.72K | $86K | — | New |
| Arax Advisory Partners | 1.52K | $75.8K | — | New |
| LGT Financial Advisors LLC | 1.38K | $68.9K | — | New |
| PARK AVENUE SECURITIES LLC | 1.11M | $55.3K | — | New |
| Smartleaf Asset Management LLC | 841 | $41.9K | — | New |
| MATHER GROUP, LLC. | 618 | $30.9K | — | New |
| Quest 10 Wealth Builders, Inc. | 410 | $20.5K | — | New |
| PRIVATE TRUST CO NA | 395 | $19.7K | — | New |
| HARBOUR INVESTMENTS, INC. | 245 | $12.2K | — | New |
| NewEdge Advisors, LLC | 11.8K | $11.8K | — | New |
| US BANCORP \DE\ | 181 | $9.04K | — | New |
| Allworth Financial LP | 175 | $8.74K | — | New |
| EverSource Wealth Advisors, LLC | 148 | $7.39K | — | New |
| Golden State Wealth Management, LLC | 141 | $7.04K | — | New |
| UBS Group AG | 115 | $5.74K | — | New |
| Thrivent Financial for Lutherans | 101.2K | $5.05K | — | New |
| TWIN PEAKS WEALTH ADVISORS, LLC | 90 | $4.49K | — | New |
| Signature Equity Partners, LLC | 85 | $4.24K | — | New |
| Cambridge Investment Research Advisors, Inc. | 46K | $2.3K | — | New |
| WEDBUSH SECURITIES INC | 21.9K | $1.09K | — | New |
| Redwood Investment Management, LLC | 21.7K | $1.08K | — | New |
| FLOW TRADERS U.S. LLC | 5.66K | $283 | — | New |