| LPL Financial LLC | 3.49M | $188.5M | $2.8M | Cut−$1.66M |
| BANK OF AMERICA CORP /DE/ | 1.35M | $72.6M | $949.5K | Added$9.53M |
| Steward Partners Investment Advisory, LLC | 768.6K | $41.5M | $547.1K | Added$5.12M |
| Cetera Investment Advisers | 555.6K | $30M | $416.5K | Added$2.3M |
| IAG Wealth Partners, LLC | 522.2K | $28.2M | $417.8K | Added$216.7K |
| SEGALL BRYANT & HAMILL, LLC | 369.9K | $20M | $295.9K | Cut−$868.1K |
| San Luis Wealth Advisors LLC | 307.9K | $16.6M | $238K | Added$804.7K |
| Aptus Capital Advisors, LLC | 307.6K | $16.6M | $232.7K | Added$1.13M |
| Sunburst Financial Group, LLC | 302.5K | $16.3M | $228.7K | Added$1.13M |
| Kestra Advisory Services, LLC | 284K | $15.3M | $60K | Added$11.3M |
| COMMONWEALTH EQUITY SERVICES, LLC | 248.8K | $13.4M | $199K | Added$171.2K |
| Aspire Capital Advisors LLC | 245.4K | $13.2M | $159.1K | Added$2.67M |
| Welch Financial Planning, LLC | 231.6K | $12.5M | $182.8K | Added$349.1K |
| Advisors Capital Management, LLC | 190.6K | $10.3M | $152.5K | Cut−$26.4M |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | 184.7K | $9.97M | $146.8K | Added$211.6K |
| Cresset Asset Management, LLC | 175.5K | $9.47M | $140.2K | Added$155.3K |
| Farther Finance Advisors, LLC | 170.8K | $9.19M | $117.8K | Cut−$3.77M |
| MORGAN STANLEY | 137.6K | $7.42M | $52.2K | Added$3.96M |
| Henderson Brothers Financial Partners, LLC | 134.3K | $7.24M | $52.8K | Added$3.74M |
| JPMORGAN CHASE & CO | 123.9K | $6.59M | $2.48K | Cut−$55.5K |
| INTEGRITY ALLIANCE, LLC. | 117.4K | $6.33M | $94K | Cut−$3.97M |
| Compass Financial Services Inc | 115.1K | $6.21M | $92.1K | Cut−$1.99M |
| Cedar Mountain Advisors, LLC | 104K | $5.61M | $82.4K | Added$136.6K |
| Breakwater Capital Group | 102.6K | $5.53M | $80K | Added$221.2K |
| MONEY CONCEPTS CAPITAL CORP | 95.3K | $5.14M | $76.2K | Added$28.8K |
| ROYAL BANK OF CANADA | 94.4K | $5.09M | $17.8K | Added$3.86M |
| Blake Schutter Theil Wealth Advisors, LLC | 81.3K | $4.39M | $63.8K | Added$150.3K |
| Taylor Financial Group, Inc. | 77K | $4.15M | $59.4K | Added$206.4K |
| GREAT VALLEY ADVISOR GROUP, INC. | 71.1K | $3.83M | $22.3K | Added$2.34M |
| ENVESTNET ASSET MANAGEMENT INC | 67.3K | $3.63M | $50.2K | Added$299.3K |
| FLAGSHIP HARBOR ADVISORS, LLC | 66.2K | $3.57M | $42.2K | Added$761K |
| OSAIC HOLDINGS, INC. | 66K | $3.56M | $33.5K | Added$1.32M |
| RAYMOND JAMES FINANCIAL INC | 65.1K | $3.51M | $41.9K | Added$727.3K |
| INDEPENDENT FINANCIAL GROUP, LLC | 64.6K | $3.48M | $49.5K | Added$197.9K |
| Mariner, LLC | 63.9K | $3.45M | $50K | Added$128.3K |
| Prepared Retirement Institute LLC | 60.6K | $3.27M | $43.4K | Added$385.3K |
| Argent Trust Co | 55.4K | $2.99M | $44.3K | Added$44.3K |
| Sanctuary Advisors, LLC | 49.9K | $2.69M | $39.9K | Cut−$32.7K |
| IHT Wealth Management, LLC | 47.5K | $2.56M | $38K | Added$26.3K |
| Larson Financial Group LLC | 47.3K | $2.55M | $35.8K | Added$174K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 44.3K | $2.39M | $35.4K | Cut−$449.1K |
| Galvin, Gaustad & Stein, LLC | 39.6K | $2.13M | $31.5K | Added$41.7K |
| PKS Advisory Services, LLC | 39.6K | $2.13M | — | New |
| NICOLET BANKSHARES INC | 37.6K | $2.03M | — | New |
| Kingsview Wealth Management, LLC | 33.2K | $1.79M | $26.6K | Cut−$39.6K |
| IRON Financial LLC | 32.2K | $1.74M | $25.7K | Added$34.5K |
| PEOPLES BANK /OH | 31.7K | $1.71M | $24.6K | Added$76.3K |
| Western Wealth Management, LLC | 31K | $1.67M | $24.1K | Added$71.4K |
| Kellett Wealth Advisors, LLC | 29.9K | $1.61M | $23.8K | Cut−$67.6K |
| World Investment Advisors | 27.4K | $1.48M | $21.8K | Added$23.6K |
| MML INVESTORS SERVICES, LLC | 26.8K | $1.44M | $17.9K | Added$254.7K |
| Sovran Advisors, LLC | 21.3K | $1.23M | $66.9K | Added$41.4K |
| ADG Wealth Management Group, LLC | 20.4K | $1.1M | $15.3K | Added$84.4K |
| Princeton Global Asset Management LLC | 20.3K | $1.09M | $16.2K | Cut−$16.3K |
| Corient Private Wealth LLC | 19.4K | $1.05M | $8.09K | Cut−$20.9M |
| U.S. Capital Wealth Advisors, LLC | 19.2K | $1.04M | $14.3K | Added$87K |
| CreativeOne Wealth, LLC | 18.9K | $1.02M | $14.3K | Added$68K |
| NorthRock Partners, LLC | 18.6K | $1M | $14.8K | Added$18.7K |
| Gladstone Institutional Advisory LLC | 18.1K | $978K | $12.5K | Added$145.3K |
| Continuum Advisory, LLC | 17.2K | $927.3K | $13.8K | Added$13.8K |
| MidAtlantic Capital Management, Inc. | 17.1K | $922.5K | $13.6K | Added$22.3K |
| Stratos Wealth Partners, LTD. | 15.8K | $850.1K | $12.6K | Cut−$38.4K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 15.7K | $846.9K | $11.1K | Added$112.4K |
| Quotient Wealth Partners, LLC | 14.9K | $805.9K | — | New |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 14.4K | $774.9K | $11.5K | Cut−$307.8K |
| LIBERTY SQUARE WEALTH PARTNERS LLC | 13.5K | $729.8K | $8.33K | Added$176.2K |
| Integrated Wealth Concepts LLC | 13K | $703.6K | $3.88K | Added$445.1K |
| Dana Investment Advisors, Inc. | 12.3K | $664.1K | $9.85K | Cut−$26.3K |
| Clark Capital Management Group, Inc. | 12K | $646.3K | $9.58K | Added$9.58K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 11.8K | $639K | −$4K | Cut−$439K |
| Integrity Advisory Solutions, LLC | 11.8K | $636.5K | $9.33K | Added$13.8K |
| Paradiem, LLC | 11.1K | $600.3K | $8.93K | Cut−$51.4M |
| TANDEM CAPITAL MANAGEMENT CORP /ADV | 10.8K | $580.2K | $8.51K | Added$15K |
| Tempus Wealth Planning, LLC | 10.3K | $554.6K | $8.27K | Cut−$15.3K |
| KPP Advisory Services LLC | 9.76K | $526.6K | $7.81K | Cut−$682.3K |
| Capital Asset Advisory Services LLC | 9.3K | $524.5K | $18.5K | Added$18.5K |
| CITIZENS FINANCIAL GROUP INC/RI | 9.58K | $516.9K | $7.67K | Added$7.67K |
| Advisory Services Network, LLC | 9.51K | $513.3K | $6.79K | Added$60K |
| Collier Financial | 9.41K | $507.6K | $6.53K | Added$73.4K |
| WELLS FARGO & COMPANY/MN | 9.31K | $502.2K | $7.45K | Cut−$112.6K |
| GOLDMAN SACHS GROUP INC | 7.44K | $401.3K | $5.95K | Cut−$30K |
| Meridian Financial Advisors, LLC | 7.37K | $397.8K | $5.9K | Cut−$25.6K |
| Merit Financial Group, LLC | 7.35K | $396.7K | — | New |
| FLORIDA FINANCIAL ADVISORS, LLC | 7.17K | $386.9K | $5.09K | Added$48K |
| Dynamic Advisor Solutions LLC | 6.95K | $374.8K | $5.18K | Added$31.5K |
| RFG - Bristol Wealth Advisors, LLC | 6.64K | $358.3K | $4.58K | Added$53.2K |
| Equitable Holdings, Inc. | 6.66K | $354K | −$0 | Cut−$36.7K |
| AdvisorNet Financial, Inc | 6.35K | $342.8K | $4.72K | Added$28.8K |
| Private Advisor Group, LLC | 6.3K | $339.7K | — | New |
| CoreCap Advisors, LLC | 6.26K | $337.8K | $4.72K | Added$28.6K |
| GUYASUTA INVESTMENT ADVISORS INC | 6.14K | $331.2K | — | New |
| IFS Group,LLC | 5.96K | $321.4K | — | Held |
| HARBOUR INVESTMENTS, INC. | 5.74K | $309.8K | $1.73K | Added$195.4K |
| Citizens National Bank Trust Department | 5.52K | $297.6K | $4.15K | Added$21.8K |
| RMR Wealth Builders | 5.48K | $295.5K | $3.41K | Added$67.9K |
| TruWealth Advisors, LLC | 5.23K | $282.2K | $3.96K | Added$19K |
| Gouws Capital LLC | 5.2K | $280.5K | $3.96K | Added$17.4K |
| AmeriServ Wealth Advisors | 5.16K | $278.4K | $4.13K | Added$4.13K |
| Shepherd Financial Partners LLC | 5.1K | $275K | $4.08K | Added$4.08K |
| Csenge Advisory Group | 5.08K | $273.9K | $4.06K | Cut−$20.9K |
| WIREGRASS INVESTMENT MANAGEMENT LLC | 5.07K | $273.7K | $3.07K | Added$69.6K |
| Lantern Wealth Advisors, LLC | 5.03K | $271.5K | $3.74K | Added$20.8K |
| LIBERTY WEALTH MANAGEMENT LLC | 5.02K | $270.6K | $3.97K | Added$5.69K |
| Total Clarity Wealth Management, Inc. | 4.99K | $268.9K | — | New |
| Creative Planning | 4.82K | $260.3K | — | New |
| Key Financial Inc | 4.69K | $253.2K | $3.75K | Added$3.75K |
| M3 Advisory Group, LLC | 4.64K | $250.5K | $3.57K | Added$13.3K |
| Cadia Private Client LLC | 4.51K | $243.6K | $3.64K | Added$4.34K |
| Fidelity | 4.5K | $242.8K | $2.44K | Added$81.8K |
| KWB Wealth | 4.57K | $242.8K | −$1 | Cut−$10.7K |
| BROOKS, MOORE & ASSOCIATES, INC. | 4.46K | $240.6K | $3.49K | Added$8.88K |
| WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | 4.4K | $237.4K | $3.52K | Cut−$1.79K |
| Parallel Advisors, LLC | 4.37K | $235.5K | $3.38K | Added$10.9K |
| CFS Investment Advisory Services, LLC | 3.9K | $219.2K | — | New |
| PRIVATE TRUST CO NA | 4.04K | $218.2K | $3.22K | Cut−$132K |
| STIFEL FINANCIAL CORP | 4.02K | $216.7K | — | New |
| Green Ridge Wealth Planning LLC | 4K | $215.8K | $3.2K | Cut−$44.6K |
| Patriot Financial Group Insurance Agency, LLC | 3.97K | $214.1K | — | New |
| GC Wealth Management RIA, LLC | 3.85K | $207.9K | — | New |
| United Advisor Group, LLC | 3.8K | $204.9K | $3.04K | Added$1.45K |
| Tennessee Valley Asset Management Partners | 3.77K | $203.2K | — | New |
| US BANCORP \DE\ | 3.23K | $174.4K | $2.59K | Cut−$240.9K |
| Bank of New Hampshire | 2.92K | $157.6K | — | New |
| Spire Wealth Management | 2.76K | $149K | $2.21K | Cut−$9.11K |
| AE Wealth Management LLC | 2.11K | $113.9K | $1.69K | Cut−$63.6K |
| Harbor Asset Planning, Inc. | 2.02K | $109K | $1.59K | Added$2.29K |
| CWM, LLC | 1.32K | $71.4K | $71.3K | Added$71.3K |
| Bogart Wealth, LLC | 1.1K | $59.4K | $881 | Added$881 |
| PNC Financial Services Group, Inc. | 1K | $54K | $800 | Added$800 |
| Miller Capital Partners, Inc. | 750 | $40.5K | $600 | Added$600 |
| Sunbelt Securities, Inc. | 711 | $38.4K | $592 | Added$808 |
| Wilmington Savings Fund Society, FSB | 594 | $32K | $475 | Added$475 |
| EFG International AG | 508 | $27.4K | — | New |
| TWIN PEAKS WEALTH ADVISORS, LLC | 497 | $26.8K | — | New |
| Advantage Trust Co | 375 | $20.2K | $300 | Added$300 |
| IFP Advisors, Inc | 301 | $16.2K | $29 | Added$14.3K |
| SIGNATUREFD, LLC | 278 | $15K | $207 | Added$315 |
| BlackRock, Inc. | 274 | $14.8K | — | New |
| Anfield Capital Management, LLC | 274 | $14.8K | $219 | Added$219 |
| Federation des caisses Desjardins du Quebec | 220 | $11.9K | $176 | Added$176 |
| Allworth Financial LP | 190 | $10.3K | — | New |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | 165 | $8.9K | — | New |
| VANGUARD ADVISERS INC | 158 | $8.54K | — | Held |
| Dunhill Financial, LLC | 150 | $8.09K | — | New |
| BANK OF MONTREAL /CAN/ | 74 | $3.99K | $59 | Cut−$419 |
| Qube Research & Technologies Ltd | 61 | $3.29K | $49 | Cut−$4.31K |
| Tidemark, LLC | 44 | $2.37K | — | New |
| Cambridge Investment Research Advisors, Inc. | 33.7K | $1.82K | $27 | Cut−$176 |
| BESSEMER GROUP INC | 29.9K | $1.62K | $24 | Added$24 |
| REAP Financial Group, LLC | 10 | $540 | $8 | Added$8 |
| Capital Advisors, Ltd. LLC | 6.57K | $354 | $5 | Added$15 |
| VALLEY NATIONAL ADVISERS INC | 6.38K | $343 | $4 | Added$21 |
| Capital Analysts, LLC | 322 | $17 | — | New |
| ASSETMARK, INC | 0 | $7 | — | Held |