| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 20.2M | $787.8M | $23.1M | Added$68M |
| Strategic Financial Services, Inc. | 8.7M | $339M | −$13.7M | Cut−$13.3M |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | 6.28M | $244.8M | $7.6M | Added$4.18M |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 3.34M | $130.1M | $4.03M | Added$4.37M |
| Invesco Ltd. | 3.16M | $123.1M | $3.82M | Added$3.82M |
| AMERIPRISE FINANCIAL INC | 2.48M | $96.4M | $1.65M | Added$42.1M |
| Compound Planning, Inc. | 1.94M | $75.4M | $2.34M | Cut−$277.3K |
| Clearwater Capital Advisors, LLC | 1.89M | $73.8M | $2.23M | Added$4.31M |
| RAYMOND JAMES FINANCIAL INC | 1.41M | $55.1M | $1.41M | Added$11.2M |
| Kestra Investment Management, LLC | 863.1K | $33.6M | $1.04M | Cut−$13.5M |
| ENVESTNET ASSET MANAGEMENT INC | 861.8K | $33.6M | $1.04M | Cut−$4.69M |
| Corient Private Wealth LLC | 840.2K | $32.7M | $1.02M | Added$232.2K |
| JPMORGAN CHASE & CO | 814.5K | $30.8M | $60.2K | Added$2.4M |
| WELLS FARGO & COMPANY/MN | 785.5K | $30.6M | $829.1K | Added$4.74M |
| Modern Wealth Management, LLC | 673.1K | $26.7M | $1.27M | Cut−$1.92M |
| Integrated Wealth Concepts LLC | 633.3K | $24.7M | $43.8K | Added$23.3M |
| MORGAN STANLEY | 626.4K | $24.4M | $757.9K | Cut−$2.66M |
| First Command Advisory Services, Inc. | 587.2K | $22.9M | $710.5K | Cut−$3.64M |
| Winthrop Advisory Group LLC | 558.7K | $21.8M | — | New |
| AlphaCore Capital LLC | 557.7K | $21.7M | $674.8K | Cut−$1.7M |
| Sequoia Financial Advisors, LLC | 513.3K | $20M | $621.1K | Cut−$9.93M |
| CWM, LLC | 502.7K | $19.6M | $19.6M | Added$19.6M |
| JONES FINANCIAL COMPANIES LLLP | 477.4K | $18M | −$14.8K | Added$8.67M |
| Weil Company, Inc. | 458.5K | $17.9M | $547.2K | Added$791.4K |
| UBS Group AG | 383.4K | $14.9M | $464K | Added$281.9K |
| Farther Finance Advisors, LLC | 366.4K | $14.5M | $561.9K | Added$3.24M |
| Acropolis Investment Management, LLC | 363.3K | $14.2M | $403.9K | Added$1.55M |
| Conrad Siegel Investment Advisors, Inc. | 357.9K | $13.9M | $380.7K | Added$2.07M |
| BANK OF AMERICA CORP /DE/ | 344.1K | $13.4M | $416.4K | Added$323.5K |
| LPL Financial LLC | 342.6K | $13.3M | $383.6K | Added$1.38M |
| Thrive Wealth Management, LLC | 342.2K | $13.3M | $414K | Added$368.4K |
| Heck Capital Advisors, LLC | 337.2K | $13.1M | $408K | Added$123.9K |
| DDFG, Inc | 322.9K | $12.6M | $343.9K | Added$1.85M |
| GOLDMAN SACHS GROUP INC | 311.3K | $12.1M | $18.8K | Added$11.5M |
| HighTower Advisors, LLC | 301.6K | $11.8M | $355.7K | Added$653.1K |
| Obsido Oy | 300.8K | $11.7M | $359.1K | Added$515.1K |
| Stokes Family Office, LLC | 270.1K | $10.5M | $326.8K | Cut−$35.4K |
| MERIDIAN MANAGEMENT CO | 266.8K | $10.4M | $322.8K | Added$164.2K |
| EXCHANGE TRADED CONCEPTS, LLC | 236.5K | $9.22M | $286.2K | Added$138.1K |
| Brio Consultants, LLC | 223.5K | $9.14M | $697.4K | Added$151.2K |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 201.7K | $7.86M | $244K | Cut−$897.4K |
| Northwest Wealth Advisors, LLC | 194.1K | $7.56M | $207.3K | Added$1.09M |
| COMMONWEALTH EQUITY SERVICES, LLC | 174.3K | $6.79M | $163.5K | Added$1.69M |
| SAGESPRING WEALTH PARTNERS, LLC | 154.4K | $6.01M | $186.8K | Cut−$1.11M |
| Beirne Wealth Consulting Services, LLC | 151.8K | $5.91M | $133.6K | Added$1.74M |
| JANE STREET GROUP, LLC | 148.4K | $5.78M | — | New |
| OSAIC HOLDINGS, INC. | 144.9K | $5.65M | $157.3K | Added$733.7K |
| Avestar Capital, LLC | 144.5K | $5.63M | $174.4K | Added$186.3K |
| New Insight Wealth Advisors | 137.8K | $5.37M | $91.6K | Added$2.51M |
| Citizens National Bank Trust Department | 135.2K | $5.27M | $159K | Added$304.6K |
| RHS Financial, LLC | 133K | $5.18M | $146.7K | Added$604.6K |
| Vise Technologies, Inc. | 130.1K | $4.91M | $0 | Held |
| Equitable Holdings, Inc. | 129.7K | $4.9M | $1.62K | Added$127.7K |
| SigFig Wealth Management, LLC | 118.9K | $4.63M | $142.9K | Added$173.2K |
| Horizon Family Wealth, Inc. | 111.3K | $4.34M | $134.7K | Added$42.2K |
| Focus Partners Wealth | 111.2K | $4.33M | $134.6K | Added$84.1K |
| EVOLVE PRIVATE WEALTH, LLC | 109.8K | $4.28M | $132.9K | Added$26.8K |
| Mariner, LLC | 104.6K | $4.07M | $98.3K | Added$1.01M |
| Cerity Partners LLC | 102.7K | $4M | $85.2K | Added$1.34M |
| Kestra Advisory Services, LLC | 100.6K | $3.92M | $105.3K | Added$635.2K |
| Ipsen Advisor Group LLC | 98.8K | $3.85M | $77.5K | Added$1.43M |
| AlTi Global, Inc. | 94.2K | $3.67M | $114K | Added$114K |
| YHB Investment Advisors, Inc. | 90.5K | $3.53M | — | New |
| CABOT WEALTH MANAGEMENT INC | 90.1K | $3.51M | $82K | Added$950.2K |
| Alchemi Wealth, LLC | 89.9K | $3.5M | $104.6K | Added$239.9K |
| Quantinno Capital Management LP | 86.6K | $3.37M | $91.6K | Added$515.1K |
| Kingsview Wealth Management, LLC | 77.9K | $3.03M | $89.6K | Added$239.3K |
| Creative Planning | 75.6K | $2.94M | $81.7K | Added$393.9K |
| Atria Investments, Inc | 70.4K | $2.74M | $85.1K | Cut−$165.7K |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 61.2K | $2.45M | — | New |
| Rockefeller Capital Management L.P. | 61.5K | $2.4M | $74.4K | Added$24.3K |
| Western Wealth Management, LLC | 61.4K | $2.39M | $73.1K | Added$111.8K |
| IFP Advisors, Inc | 61K | $2.38M | $3.1K | Added$2.28M |
| Stonebridge Wealth Management, LLC | 60.7K | $2.36M | $73.2K | Added$80K |
| Stratos Investment Management, LLC | 60K | $2.34M | $72.6K | Added$27.3K |
| Icahn Capital | 56.9K | $2.22M | $62.6K | Added$263.8K |
| MAGNOLIA CAPITAL ADVISORS LLC | 51.5K | $2M | $62.3K | Cut−$230.4K |
| Cetera Investment Advisers | 50.1K | $1.95M | $54.7K | Added$244.7K |
| PRINCIPAL SECURITIES, INC. | 48.4K | $1.88M | $56.4K | Added$124.1K |
| Sage Mountain Advisors LLC | 42.6K | $1.66M | $51.6K | Added$51.6K |
| Gallacher Capital Management LLC | 40.6K | $1.58M | $47.1K | Added$110.2K |
| LINCOLN CAPITAL CORP | 39.3K | $1.53M | $47.6K | Added$41.9K |
| Independent Advisor Alliance | 38.4K | $1.5M | — | New |
| Armbruster Capital Management, Inc. | 33.6K | $1.31M | $39.7K | Added$71.8K |
| BFI Wealth Solutions, LLC | 31.6K | $1.26M | $64.7K | Added$64.7K |
| Wedmont Private Capital | 30.3K | $1.24M | $76K | Added$76K |
| LANDMARK WEALTH MANAGEMENT, INC. | 31.4K | $1.22M | $38K | Added$38K |
| Bleakley Financial Group, LLC | 31.3K | $1.22M | — | New |
| MAIMON WEALTH MANAGEMENT LTD. | 31.9K | $1.21M | $2.11K | Added$210.7K |
| Sigma Planning Corp | 30.2K | $1.18M | $6.14K | Added$120.2K |
| Composition Wealth, LLC | 29.2K | $1.14M | — | New |
| RITHOLTZ WEALTH MANAGEMENT | 28.4K | $1.11M | — | New |
| CIBC WORLD MARKET INC. | 27.7K | $1.08M | $23.9K | Added$335K |
| Fidelity | 25.4K | $989.4K | $14.4K | Added$539.6K |
| ROYAL BANK OF CANADA | 24.7K | $962K | $24K | Added$211K |
| J.W. COLE ADVISORS, INC. | 21.6K | $841.2K | $23.3K | Added$114.4K |
| U.S. Capital Wealth Advisors, LLC | 21.4K | $833.9K | $25.8K | Added$29.1K |
| Barnes Wealth Management Group, Inc | 19K | $738.9K | $8.77K | Added$465.3K |
| Savant Capital, LLC | 18.5K | $722K | $22.4K | Cut−$495.4K |
| SHP Wealth Management | 17.9K | $698.2K | — | New |
| LexAurum Advisors, LLC | 17.6K | $684.7K | — | Held |
| PARSONS CAPITAL MANAGEMENT INC/RI | 16.5K | $644K | $16.4K | Added$131.4K |
| Ascent Wealth Partners, LLC | 16.1K | $626.7K | $19.5K | Added$19.5K |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 15.9K | $620.7K | $19.3K | Cut−$30.8K |
| CAPTRUST FINANCIAL ADVISORS | 15.8K | $615.1K | $19.1K | Cut−$20.2K |
| Merit Financial Group, LLC | 15.4K | $598.9K | $18.5K | Added$20.7K |
| Foster Victor Wealth Advisors, LLC | 13.1K | $543.7K | $32.1K | Added$27.2K |
| Beacon Pointe Advisors, LLC | 13.7K | $533.4K | $16.6K | Added$16.6K |
| Wealthspire Advisors, LLC | 13.3K | $516.5K | $16K | Added$16K |
| Archer Investment Management, LLC | 13.1K | $510.7K | $15.9K | Cut−$598.1K |
| HORAN Wealth, LLC | 13.3K | $509.5K | $8.04K | Added$8.04K |
| SUMMIT WEALTH GROUP LLC / CO | 12.9K | $502K | $15.6K | Cut−$10.6K |
| Inspire Advisors, LLC | 12.9K | $501.9K | — | New |
| HB Wealth Management, LLC | 12.8K | $498.8K | $15.5K | Cut−$58.2K |
| MML INVESTORS SERVICES, LLC | 12.6K | $492.7K | $15.3K | Cut−$21.4K |
| Baker Ellis Asset Management LLC | 12.5K | $487K | $15.1K | Cut−$268K |
| Blueprint Investment Partners LLC | 11.5K | $448K | $13.9K | Added$13.9K |
| Summit Financial, LLC | 11.2K | $438.1K | $13.6K | Cut−$160.7K |
| FIFTH THIRD BANCORP | 11.2K | $436.2K | — | New |
| Aptus Capital Advisors, LLC | 11.1K | $434.2K | $13.4K | Added$15.4K |
| Private Advisor Group, LLC | 10.9K | $425.9K | $13.1K | Added$16.4K |
| LCW Services, LLC | 10.8K | $418.8K | $13K | Cut−$895K |
| Wescott Financial Advisory Group, LLC | 10.2K | $396.9K | $12.1K | Added$20.3K |
| Rockwood Wealth Management, LLC | 10K | $389.6K | $12.1K | Added$12.1K |
| ForthRight Wealth Management, LLC | 9.72K | $378.7K | $11.4K | Added$21.7K |
| Snowden Capital Advisors LLC | 9.58K | $373.3K | $11.6K | Added$11.6K |
| GM Advisory Group, LLC | 9.07K | $353.3K | — | New |
| Orgel Wealth Management, LLC | 8.76K | $341.4K | $10.6K | Added$10.6K |
| NATIONAL BANK OF CANADA /FI/ | 8.35K | $325.5K | $7.46K | Added$96.7K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 8.15K | $317.6K | — | New |
| Sovran Advisors, LLC | 7.38K | $302.4K | $14.2K | Added$26.1K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 7.2K | $283.3K | $5.62K | Cut−$247.9K |
| EP Wealth Advisors, LLC | 7.21K | $281.1K | $8.73K | Added$1.33K |
| Focus Partners Advisor Solutions, LLC | 7.05K | $274.5K | $8.53K | Added$8.53K |
| Capital Investment Advisory Services, LLC | 7.03K | $273.8K | $8.5K | Added$5.45K |
| WETZEL INVESTMENT ADVISORS, INC. | 6.96K | $271.3K | $8.43K | Cut−$38.9K |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | 6.38K | $248.4K | — | New |
| D.A. DAVIDSON & CO. | 6.28K | $244.5K | $6.99K | Added$26.5K |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 6.26K | $243.9K | $7.58K | Added$7.58K |
| OpenArc Corporate Advisory, LLC | 6.11K | $238K | — | New |
| CITIGROUP INC | 5.9K | $229.7K | $7.13K | Cut−$38.5K |
| Wealthcare Advisory Partners LLC | 5.74K | $223.6K | $6.95K | Added$6.95K |
| MERCER GLOBAL ADVISORS INC /ADV | 5.65K | $220K | $6.83K | Added$1.13K |
| Magnus Financial Group LLC | 5.51K | $214.8K | — | New |
| Schrum Private Wealth Management LLC | 5.33K | $207.7K | $6.45K | Added$6.45K |
| Advisory Services Network, LLC | 5.21K | $203.2K | — | New |
| MBE Wealth Management, LLC | 5.14K | $200.3K | — | New |
| BlackRock, Inc. | 4.71K | $183.6K | $5.7K | Added$5.7K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 4.52K | $176.1K | $5.47K | Cut−$88.5K |
| Versant Capital Management, Inc | 4.21K | $163.9K | $5.09K | Cut−$4.16K |
| Parkside Financial Bank & Trust | 3.45K | $134.4K | $4.17K | Added$4.17K |
| Destiny Wealth Partners, LLC | 3.34K | $130.1K | — | New |
| 10Elms LLP | 2.12K | $82.4K | $2.49K | Added$4.32K |
| Allworth Financial LP | 1.63K | $63.5K | $1.97K | Cut−$13.8K |
| Arax Advisory Partners | 1.59K | $62.1K | $1.08K | Added$28.5K |
| Russell Investments Group, Ltd. | 1.28K | $49.7K | $1.52K | Cut−$12.3K |
| ASSETMARK, INC | 1.16K | $45.2K | $1.4K | Cut−$516.3K |
| US BANCORP \DE\ | 1.14K | $44.5K | $1.38K | Cut−$47.7K |
| Stone House Investment Management, LLC | 1.07K | $41.6K | $1.29K | Added$1.29K |
| CENTRAL TRUST Co | 1.05K | $40.8K | $1.27K | Added$1.27K |
| GAMMA Investing LLC | 1.01K | $39.2K | $1.22K | Added$1.22K |
| Strategic Wealth Partners, Ltd. | 976 | $38K | $1.18K | Added$1.18K |
| Root Financial Partners, LLC | 970 | $37.8K | $1.17K | Added$1.17K |
| Johnson Financial Group, Inc. | 826 | $32.2K | — | New |
| Operose Advisors LLC | 800 | $31.2K | $968 | Added$968 |
| Legacy Wealth Managment, LLC/ID | 791 | $30.8K | $46 | Added$29.4K |
| Signature Resources Capital Management, LLC | 610 | $23.8K | $738 | Added$738 |
| Ancora Advisors LLC | 563 | $21.9K | $681 | Added$681 |
| Colonial Trust Advisors | 520 | $20.3K | $629 | Added$629 |
| Bell Investment Advisors, Inc | 517 | $20.1K | — | New |
| Pflug Koory, LLC | 507 | $19.8K | $613 | Added$613 |
| PNC Financial Services Group, Inc. | 500 | $19.5K | — | New |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 460 | $18.6K | $1.19K | Added$1.19K |
| Smartleaf Asset Management LLC | 405 | $15.3K | −$29 | Cut−$1.09K |
| FOSTER & MOTLEY INC | 370.5K | $14.4K | $449 | Cut−$203 |
| WHITTIER TRUST CO OF NEVADA INC | 350 | $13.8K | — | New |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 354 | $13.8K | — | New |
| MAI Capital Management | 350 | $13.6K | $393 | Added$1.37K |
| BLAIR WILLIAM & CO/IL | 350 | $13.6K | $121 | Added$9.86K |
| Blue Trust, Inc. | 338 | $13.2K | $409 | Cut−$7.63K |
| Sunbelt Securities, Inc. | 328 | $12.8K | $192 | Added$6.82K |
| AMERIFLEX GROUP, INC. | 300 | $11.7K | $234 | Added$4.36K |
| VANGUARD ADVISERS INC | 258 | $10.1K | — | Held |
| HighMark Wealth Management LLC | 154 | $5.98K | $185 | Added$185 |
| Janney Montgomery Scott LLC | 136.3K | $5.31K | $83 | Added$2.72K |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 101 | $3.95K | $123 | Added$123 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | 50 | $1.95K | — | New |
| NATIXIS ADVISORS, LLC | 45.8K | $1.78K | $13 | Added$1.38K |
| Cambridge Investment Research Advisors, Inc. | 45K | $1.75K | $39 | Added$523 |
| HARBOUR INVESTMENTS, INC. | 30 | $1.17K | $36 | Added$36 |
| AE Wealth Management LLC | 26 | $1.01K | $30 | Added$69 |
| Seascape Capital Management | 16.3K | $635 | $19 | Added$60 |
| Capital Advisors, Ltd. LLC | 14.4K | $562 | $17 | Cut−$38 |
| PARK AVENUE SECURITIES LLC | 14.3K | $558 | $12 | Added$199 |
| FLOW TRADERS U.S. LLC | 11.8K | $458 | — | New |