| ENVESTNET ASSET MANAGEMENT INC | 2.58M | $230M | −$1.73M | Added$25.2M |
| LPL Financial LLC | 1.03M | $92.1M | −$674.7K | Added$12.4M |
| Alpine Bank Wealth Management | 974.4K | $86.7M | — | New |
| JPMORGAN CHASE & CO | 629.9K | $55.8M | −$470K | Added$19.1M |
| BlackRock, Inc. | 553.5K | $49.3M | −$93.9K | Added$38.2M |
| BANK OF AMERICA CORP /DE/ | 462K | $41.1M | −$189.8K | Added$18.7M |
| Cetera Investment Advisers | 296.6K | $26.4M | −$195.8K | Added$3.28M |
| MORGAN STANLEY | 293.3K | $26.1M | −$185.1K | Added$4.23M |
| Envestnet Portfolio Solutions, Inc. | 238.2K | $21.2M | −$181K | Cut−$867.7K |
| AMERIPRISE FINANCIAL INC | 231.3K | $20.6M | −$16.2K | Added$18.6M |
| CWM, LLC | 206.7K | $18.4M | $15.2M | Added$18.4M |
| RAYMOND JAMES FINANCIAL INC | 195.4K | $17.4M | −$44.3K | Added$12.2M |
| Bank of New York Mellon Corp | 180.3K | $16M | −$110.4K | Added$3M |
| OneDigital Investment Advisors LLC | 162.5K | $14.5M | −$112.1K | Added$1.22M |
| MML INVESTORS SERVICES, LLC | 147.8K | $13.2M | −$104.8K | Added$777.2K |
| MCMORGAN & CO LLC | 144.3K | $12.8M | — | New |
| ROYAL BANK OF CANADA | 141K | $12.5M | −$5.19K | Added$11.9M |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 111.9K | $9.93M | −$106.2K | Added$46.4K |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 84.9K | $7.55M | −$51.8K | Added$1.44M |
| Geneos Wealth Management Inc. | 84.6K | $7.53M | — | New |
| Merit Financial Group, LLC | 79.7K | $7.09M | −$51.3K | Added$1.03M |
| Ascent Group, LLC | 72.8K | $6.48M | −$41.2K | Added$1.62M |
| STIFEL FINANCIAL CORP | 65.4K | $5.82M | −$44.7K | Added$546.7K |
| Kelly Financial Services LLC | 61.5K | $5.46M | −$57.1K | Added$394K |
| TRUIST FINANCIAL CORP | 59.6K | $5.3M | −$44.8K | Added$15.2K |
| SteelPeak Wealth, LLC | 56.8K | $5.05M | −$33.4K | Added$1.11M |
| Arax Advisory Partners | 55.8K | $4.97M | −$6.33K | Added$4.23M |
| Vestmark Advisory Solutions, Inc. | 53.8K | $4.79M | — | New |
| Triad Wealth Partners, LLC | 52.5K | $4.67M | −$26.2K | Added$1.58M |
| Sanctuary Advisors, LLC | 50.5K | $4.5M | −$38.3K | Cut−$18.3K |
| CreativeOne Wealth, LLC | 49.2K | $4.38M | −$35.6K | Added$185.9K |
| Dynasty Wealth Management, LLC | 47.1K | $4.19M | — | New |
| NorthRock Partners, LLC | 42.8K | $3.81M | −$27.1K | Added$613.3K |
| Integrated Wealth Concepts LLC | 38.2K | $3.4M | −$26.5K | Added$259.6K |
| CFS Investment Advisory Services, LLC | 36.7K | $3.29M | −$6.26K | Added$76K |
| Traveka Wealth, LLC | 36.1K | $3.21M | — | New |
| FFG RETIREMENT ADVISORS LLC | 36K | $3.2M | — | New |
| AE Wealth Management LLC | 35.5K | $3.16M | −$23.5K | Added$388K |
| Atria Investments, Inc | 35.3K | $3.14M | −$21.1K | Added$645.5K |
| Perigon Wealth Management, LLC | 34.2K | $3.04M | −$24.4K | Added$158.5K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 33.9K | $3.02M | −$22K | Added$410.2K |
| Strategic Blueprint, LLC | 30.9K | $2.75M | −$19K | Added$515K |
| Tennessee Valley Asset Management Partners | 30.3K | $2.7M | — | New |
| Beacon Bridge Wealth Partners, LLC | 29.6K | $2.64M | −$21.9K | Added$51.7K |
| Sharkey, Howes & Javer | 28.3K | $2.52M | −$21.5K | Cut−$270.3K |
| Kingsview Wealth Management, LLC | 27.6K | $2.46M | −$20.8K | Added$1.1K |
| SOFI WEALTH, LLC | 27.6K | $2.45M | — | New |
| Pettinga Financial Advisors LLC | 26.5K | $2.36M | −$19.8K | Added$16.3K |
| SWP FINANCIAL LLC | 26.3K | $2.34M | −$18.7K | Added$129.7K |
| Midwest Capital Advisors, LLC | 25.1K | $2.23M | −$17K | Added$219K |
| OSAIC HOLDINGS, INC. | 24.9K | $2.22M | −$7.78K | Added$1.31M |
| TSA Wealth Managment LLC | 24.1K | $2.15M | −$18.3K | Cut−$312.2K |
| Horst & Graben Wealth Management LLC | 23.9K | $2.13M | −$15.6K | Cut−$196.6K |
| Lansing Street Advisors | 21.8K | $1.94M | −$7.62K | Added$1.04M |
| INTEGRITY ALLIANCE, LLC. | 21K | $1.87M | −$13K | Added$327.8K |
| One Wealth Advisors, LLC | 20.2K | $1.8M | −$14K | Added$145K |
| Golden State Equity Partners | 19.9K | $1.77M | — | New |
| U.S. Capital Wealth Advisors, LLC | 19.3K | $1.72M | −$9.64K | Added$578.6K |
| Equitable Holdings, Inc. | 18.3K | $1.65M | −$0 | Added$965.2K |
| Trek Financial, LLC | 18.2K | $1.62M | −$12.6K | Added$136.4K |
| Atlatl Advisers LLC | 17.6K | $1.57M | −$8.53K | Added$562.7K |
| SEEDS INVESTOR LLC | 17.5K | $1.57M | — | New |
| Ethos Capital Management, Inc. | 17.2K | $1.53M | −$13.1K | Cut−$255K |
| Cerity Partners LLC | 16.9K | $1.5M | — | New |
| ALTERNA WEALTH MANAGEMENT, INC | 16.7K | $1.49M | −$3.49K | Added$1.07M |
| Citadel | 15.9K | $1.41M | — | New |
| &PARTNERS | 15.9K | $1.41M | −$24.2K | Added$237.5K |
| Pinion Investment Advisors, LLC | 15.6K | $1.38M | — | New |
| Shared Vision Wealth Group LLC | 15K | $1.33M | −$10.6K | Added$481.4K |
| Mutual Advisors, LLC | 14.6K | $1.3M | −$11.1K | Cut−$580.3K |
| COMMONWEALTH EQUITY SERVICES, LLC | 14.5K | $1.29M | −$9.69K | Added$142.5K |
| Mariner, LLC | 14.5K | $1.29M | −$10.3K | Added$77K |
| Optivise Advisory Services LLC | 14.4K | $1.28M | −$11K | Cut−$145.1K |
| Tidemark, LLC | 14.4K | $1.28M | — | New |
| Perennial Investment Advisors, LLC | 14.4K | $1.28M | −$10.4K | Added$91.8K |
| Archer Investment Management, LLC | 14.1K | $1.25M | — | New |
| Simplicity Wealth,LLC | 13.7K | $1.22M | −$9.76K | Added$65.4K |
| Stokes Family Office, LLC | 13.5K | $1.2M | −$10.3K | Cut−$3.49K |
| SigFig Wealth Management, LLC | 13.5K | $1.2M | −$9.74K | Added$52.7K |
| MA Private Wealth | 13.3K | $1.18M | — | New |
| Ashton Thomas Private Wealth, LLC | 12.9K | $1.15M | −$6.47K | Added$380.9K |
| Security Financial Services, INC. | 12.6K | $1.12M | −$3.71K | Added$682.5K |
| Apeiron RIA LLC | 12.6K | $1.12M | −$9.56K | Cut−$18.9K |
| Tyche Wealth Partners LLC | 12.5K | $1.11M | −$8.95K | Added$53.6K |
| Orion Porfolio Solutions, LLC | 12.4K | $1.1M | −$9.37K | Cut−$2.96K |
| Brookstone Capital Management | 12K | $1.07M | −$6.76K | Added$274.8K |
| True Vision MN LLC | 12K | $1.06M | −$7.56K | Added$171.4K |
| WealthShield Partners, LLC | 11.2K | $994.8K | −$8.04K | Added$45.1K |
| Frisch Financial Group, Inc. | 10.6K | $939.5K | −$2.83K | Added$605.4K |
| Private Advisor Group, LLC | 10.5K | $937.3K | −$6.58K | Added$148.6K |
| CURTIS WEALTH MANAGEMENT LLC | 10.4K | $924.2K | −$11.6K | Cut−$767.8K |
| Icon Wealth Advisors, LLC | 10.3K | $918K | −$9.28K | Added$89.4K |
| Bay Harbor Wealth Management, LLC | 10.3K | $913.4K | −$7.79K | Cut−$6.54K |
| WEALTH ALLIANCE, LLC | 10K | $890.1K | −$5.36K | Added$256.4K |
| Synergy Investment Management, LLC | 9.99K | $889.1K | −$7.27K | Added$30.4K |
| Modern Wealth Management, LLC | 9.83K | $871.9K | −$6.14K | Added$341.7K |
| Concurrent Investment Advisors, LLC | 9.73K | $865.7K | — | New |
| Range Financial Group LLC | 9.54K | $849K | −$6.21K | Added$115.7K |
| Scarborough Advisors, LLC | 9.41K | $837.7K | −$7.17K | Cut−$1.89M |
| Steward Partners Investment Advisory, LLC | 9.34K | $830.8K | −$6.03K | Added$114.7K |
| PAX Financial Group, LLC | 9.33K | $830.6K | −$7.09K | Cut−$46.6K |
| Cassilly Financial Group LLC | 9.32K | $829.4K | −$6.75K | Added$32.7K |
| Keebeck Wealth Management | 9.19K | $817.8K | — | New |
| Sovran Advisors, LLC | 9.08K | $807.4K | −$8.64K | Added$56.4K |
| Ameritas Advisory Services, LLC | 8.94K | $796K | — | New |
| Regal Investment Advisors LLC | 8.85K | $787.5K | −$6.5K | Added$18.1K |
| Kestra Advisory Services, LLC | 8.84K | $786.3K | −$3.85K | Added$330.9K |
| EHRLICH FINANCIAL GROUP | 8.55K | $761K | −$6.07K | Added$44K |
| JB Capital LLC | 8.26K | $735K | −$6.09K | Added$12.1K |
| SWMG, LLC | 8.18K | $727.8K | — | New |
| ONE Advisory Partners, LLC | 8.13K | $723.2K | −$5.49K | Added$77.8K |
| BCGM Wealth Management, LLC | 8.08K | $719.3K | −$5.51K | Added$68.4K |
| McNaughton Wealth Management, LLC | 8.04K | $715.3K | −$4.87K | Added$140.2K |
| LIBERTY WEALTH MANAGEMENT LLC | 7.97K | $709.1K | — | New |
| Vertex Planning Partners, LLC | 7.94K | $706.8K | — | New |
| Blue Trust, Inc. | 7.81K | $694.9K | −$5.95K | Cut−$120.6K |
| Detalus Advisors, LLC | 7.38K | $656.7K | −$5.14K | Added$49.2K |
| Cobblestone Asset Management LLC | 7.38K | $656.7K | −$5.27K | Added$34K |
| Goldstein Advisors, LLC | 7.26K | $646.4K | −$4.81K | Added$78.8K |
| Breakwater Capital Group | 7.23K | $643.5K | — | New |
| Skyline Advisors, Inc. | 7.09K | $631.2K | — | New |
| Farther Finance Advisors, LLC | 6.9K | $611.9K | −$5.19K | Added$162.9K |
| Invst, LLC | 6.74K | $600K | −$5.12K | Cut−$64.8K |
| ASSETMARK, INC | 6.68K | $594.2K | −$5.07K | Cut−$662.8K |
| World Investment Advisors | 6.54K | $582.2K | −$4.96K | Cut−$5.68K |
| West Wealth Group, LLC | 6.52K | $580.2K | — | New |
| Visionary Horizons, LLC | 6.52K | $580K | — | New |
| Quadrant Private Wealth Management, LLC | 6.41K | $570.4K | −$4.15K | Added$80.3K |
| Cypress Wealth Services, LLC | 6.3K | $560.7K | −$4.28K | Added$55.3K |
| Cornerstone Planning Group LLC | 6.34K | $560.5K | −$7.46K | Added$124.6K |
| ENDEAVOR PRIVATE WEALTH, INC. | 6.13K | $545.3K | −$2.38K | Added$262.9K |
| Chatterton & Associates Inc. | 6.03K | $538.1K | −$2.4K | Added$152.8K |
| Gateway Wealth Partners, LLC | 5.95K | $529.6K | — | New |
| ELEVATION POINT WEALTH PARTNERS, LLC | 5.95K | $529.3K | — | New |
| IFP Advisors, Inc | 5.9K | $525.5K | −$1.99K | Added$290.5K |
| Cyndeo Wealth Partners, LLC | 5.79K | $515K | — | New |
| Brookwood Investment Group LLC | 5.63K | $501.4K | −$2.15K | Added$247.8K |
| Keystone Financial Services | 5.39K | $479.9K | — | New |
| JONES FINANCIAL COMPANIES LLLP | 5.35K | $471.5K | −$3.71K | Added$257.9K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 4.96K | $441.1K | — | New |
| CORE WEALTH ADVISORS, LLC | 4.95K | $440.1K | −$3.52K | Added$24.7K |
| Apollon Wealth Management, LLC | 4.78K | $425K | −$2.99K | Added$77.8K |
| MGO ONE SEVEN LLC | 4.67K | $415.9K | −$2.12K | Added$166.6K |
| HighTower Advisors, LLC | 4.63K | $411.9K | −$3.26K | Added$24.4K |
| PRINCIPAL SECURITIES, INC. | 4.55K | $405.4K | — | New |
| Daviman Financial, LLC | 4.26K | $379K | −$3.24K | Cut−$43.4K |
| THEORY FINANCIAL LLC | 4.2K | $373.5K | −$4.28K | Added$29.5K |
| Integrated Advisors Network LLC | 4.14K | $368.8K | — | New |
| Cadia Private Client LLC | 4.13K | $367.2K | −$2.29K | Added$96.5K |
| LifePlan Investment Advisors, Inc. | 4.01K | $356.9K | — | New |
| Hoxton Planning & Management, LLC | 3.99K | $354.8K | −$2.98K | Added$2.71K |
| Gen-Wealth Partners Inc | 3.91K | $348.2K | −$2.96K | Cut−$46.7K |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 3.89K | $345.4K | −$4.22K | Added$80.5K |
| Braun-Bostich & Associates Inc. | 3.88K | $345.1K | −$2.84K | Added$9.8K |
| J.E. Simmons & Co., P.C. | 3.85K | $343K | — | New |
| Baird Financial Group, Inc. | 3.84K | $341.4K | −$2.91K | Cut−$2.38K |
| Lifelong Wealth Advisors, Inc. | 3.82K | $339.7K | −$2.71K | Added$19.4K |
| Integrity Advisory Solutions, LLC | 3.79K | $337.1K | −$2.45K | Added$47.7K |
| Claro Advisors Inc. | 3.75K | $333.7K | −$2.85K | Cut−$10.7K |
| Buttonwood Financial Group, LLC | 3.63K | $323.3K | −$3.43K | Added$53.9K |
| Rothschild Wealth LLC | 3.6K | $320.6K | −$2.35K | Added$42.9K |
| SIGNET FINANCIAL MANAGEMENT, LLC | 3.57K | $318.1K | −$2.67K | Added$1.95K |
| Summit Financial, LLC | 3.53K | $313.8K | — | New |
| FIRETHORN WEALTH PARTNERS, LLC | 3.51K | $312.8K | — | New |
| Bedminster, LLC | 3.48K | $309.8K | −$2.54K | Added$10.3K |
| Centurion Wealth Management LLC | 3.37K | $299.9K | −$1.88K | Added$80.3K |
| HARBOUR INVESTMENTS, INC. | 3.36K | $298.8K | −$1.91K | Added$69.8K |
| Spectrum Planning & Advisory Services Inc. | 3.32K | $295.3K | −$2.04K | Added$54.4K |
| KWB Wealth | 3.23K | $290K | $33 | Cut−$18.6K |
| WATERSHED PRIVATE WEALTH LLC | 3.25K | $288.9K | — | New |
| Parkway Wealth Management Group, LLC | 3.22K | $287.4K | −$1.48K | Added$50.4K |
| ShoreHaven Wealth Partners, LLC | 3.21K | $286K | −$2.43K | Cut−$647 |
| Clear Creek Financial Management, LLC | 3.18K | $282.7K | — | New |
| First Heartland Consultants, Inc. | 3.13K | $279K | — | New |
| Barnes Wealth Management Group, Inc | 3.08K | $274.1K | −$2.29K | Added$4.12K |
| Csenge Advisory Group | 3.06K | $272.2K | −$2.32K | Cut−$37.7K |
| Quadcap Wealth Management, LLC | 3K | $266.6K | −$2.28K | Cut−$2.46K |
| Avid Wealth Partners LLC | 2.91K | $259.2K | −$2.21K | Cut−$2.21K |
| Signal Advisors Wealth, LLC | 2.91K | $259K | — | New |
| BETO FINANCIAL GROUP, LLC | 2.88K | $255.1K | — | New |
| FLP Wealth Management, LLC | 2.83K | $251.4K | — | New |
| MARIPAU WEALTH MANAGEMENT LLC | 2.74K | $243.9K | — | New |
| EP Wealth Advisors, LLC | 2.67K | $238.1K | −$2.03K | Cut−$3.11K |
| TWIN PEAKS WEALTH ADVISORS, LLC | 2.67K | $238.1K | −$2.65K | Added$7.32K |
| ONE WEALTH CAPITAL MANAGEMENT, LLC | 2.67K | $237.7K | −$1.7K | Added$22.4K |
| Arkadios Wealth Advisors | 2.67K | $237.2K | — | New |
| Advisory Services Network, LLC | 2.52K | $224.4K | −$2.04K | Added$536 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 2.45K | $218.2K | −$665 | Added$139.7K |
| NOVEM GROUP | 2.35K | $208.8K | — | New |
| JFS WEALTH ADVISORS, LLC | 2.33K | $207.6K | — | New |
| STRATEGY ASSET MANAGERS LLC | 2.31K | $205.3K | — | New |
| TRANSCEND CAPITAL ADVISORS, LLC | 2.3K | $204.5K | — | New |
| FIFTH THIRD BANCORP | 2.23K | $198.5K | — | New |
| EFG International AG | 1.99K | $177.3K | — | New |
| PRIVATE TRUST CO NA | 1.65K | $146.5K | −$1.25K | Cut−$1.25K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1.6K | $142.7K | −$209 | Added$118K |
| Golden State Wealth Management, LLC | 1.55K | $138.2K | — | New |
| JPL Wealth Management, LLC | 1.39K | $123.9K | — | New |
| CENTRAL TRUST Co | 1.23K | $109.3K | — | New |
| Transamerica Financial Advisors, LLC | 1.17K | $104.3K | −$727 | Added$22.1K |
| CITIGROUP INC | 1.14K | $101.8K | — | New |
| MATHER GROUP, LLC. | 842 | $74.9K | — | New |
| Retirement Wealth Solutions LLC | 819 | $72.9K | −$623 | Cut−$623 |
| GeoWealth Management, LLC | 809 | $72K | −$620 | Cut−$92.6K |
| Smartleaf Asset Management LLC | 782 | $69.3K | −$1.09K | Cut−$1.73K |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 763 | $67.7K | — | New |
| Imprint Wealth LLC | 750 | $66.8K | −$533 | Added$3.83K |
| Vision Retirement, LLC | 741 | $65.9K | −$133 | Added$50.3K |
| LGT Financial Advisors LLC | 729 | $64.9K | −$133 | Added$52.4K |
| CoreCap Advisors, LLC | 727 | $64.7K | −$490 | Added$6.81K |
| Lloyd Advisory Services, LLC. | 702 | $62.5K | −$197 | Added$42.2K |
| Kingdom Financial Group LLC. | 702 | $62.5K | −$528 | Cut−$528 |
| Spire Wealth Management | 679 | $60.4K | −$514 | Cut−$247 |
| Western Wealth Management, LLC | 651 | $57.9K | — | New |
| Raleigh Capital Management Inc. | 462 | $41.1K | −$13 | Added$40.2K |
| Merkkuri Wealth Advisors LLC | 379 | $33.7K | — | New |
| Fidelity | 378 | $33.6K | −$223 | Added$6.72K |
| US BANCORP \DE\ | 321 | $28.6K | −$213 | Cut−$2.88M |
| Capital Advisor Network LLC | 299 | $26.6K | — | Held |
| Janney Montgomery Scott LLC | 276.4K | $24.6K | −$77 | Added$15.5K |
| WELLS FARGO & COMPANY/MN | 261 | $23.3K | −$91 | Added$14.8K |
| Strategic Wealth Partners, Ltd. | 244 | $21.7K | −$185 | Cut−$185 |
| PARK AVENUE SECURITIES LLC | 133K | $11.8K | −$100 | Added$65 |
| EverSource Wealth Advisors, LLC | 116 | $10.3K | −$88 | Cut−$7.18K |
| Key Capital Management, INC | 114 | $10.1K | −$68 | Added$2.16K |
| NBC SECURITIES, INC. | 108 | $9.61K | −$28 | Added$6.2K |
| AdvisorNet Financial, Inc | 106 | $9.43K | −$81 | Cut−$81 |
| Park Place Capital Corp | 101 | $8.99K | −$77 | Cut−$77 |
| Quest 10 Wealth Builders, Inc. | 91 | $8.1K | −$69 | Cut−$69 |
| Signature Equity Partners, LLC | 85 | $7.57K | — | New |
| Cambridge Investment Research Advisors, Inc. | 55.4K | $4.93K | −$12 | Added$3.5K |
| Thrivent Financial for Lutherans | 55K | $4.89K | −$60 | Cut−$44 |
| Advocate Investing Services LLC | 39 | $3.47K | — | New |
| Financial Freedom, LLC | 33 | $2.94K | — | New |
| NBT BANK N A /NY | 32 | $2.85K | $1.83K | Cut−$24 |
| Aptus Capital Advisors, LLC | 32 | $2.85K | −$24 | Cut−$24 |
| Rockefeller Capital Management L.P. | 28 | $2.49K | −$21 | Cut−$4.15K |
| Capital Analysts, LLC | 26.9K | $2.4K | −$4 | Added$1.91K |
| UBS Group AG | 25 | $2.23K | — | New |
| Sunbelt Securities, Inc. | 22 | $1.96K | −$17 | Cut−$17 |
| GILPIN WEALTH MANAGEMENT, LLC | 10 | $890 | — | New |
| Keating Financial Advisory Services, Inc. | 7 | $623 | — | New |
| HRT FINANCIAL LP | 4.07K | $361 | — | New |
| Redwood Investment Management, LLC | 2.3K | $204 | — | New |
| Rossby Financial, LCC | 2 | $177 | — | New |
| CENTAURUS FINANCIAL, INC. | 1.18K | $105 | −$0 | Cut−$65 |
| TSFG, LLC | 1.14K | $101 | −$1 | Cut−$1 |
| VALLEY NATIONAL ADVISERS INC | 23 | $2 | $0 | Held |