| MERCER GLOBAL ADVISORS INC /ADV | 24M | $1.15B | $1.14M | Added$56.5M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 12M | $581.6M | −$11.7M | Cut−$402.3M |
| RITHOLTZ WEALTH MANAGEMENT | 1.72M | $82.7M | $79.6K | Added$6.31M |
| MORGAN STANLEY | 1.45M | $69.7M | $64.5K | Added$7.84M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1.1M | $52.9M | $51.1K | Added$3.97M |
| Symmetry Partners, LLC | 918.2K | $44.1M | $44.2K | Added$1.69M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 749.7K | $36M | $37.5K | Cut−$735.2K |
| BANK OF AMERICA CORP /DE/ | 732.2K | $35.2M | $35.4K | Added$1.18M |
| Fidelity | 696.7K | $33.5M | $31.5K | Added$3.22M |
| AMERIPRISE FINANCIAL INC | 672.2K | $32M | −$247.2K | Cut−$12.8M |
| Acropolis Investment Management, LLC | 633.1K | $30.4M | $31.7K | Cut−$353.7K |
| Mariner, LLC | 619.5K | $29.7M | $26.8K | Added$3.98M |
| ENVESTNET ASSET MANAGEMENT INC | 605.9K | $29.1M | $26.9K | Added$3.27M |
| UBS Group AG | 602.5K | $28.9M | $27.5K | Added$2.59M |
| GREAT VALLEY ADVISOR GROUP, INC. | 476.8K | $22.9M | $24.1K | Added$614.3K |
| Armbruster Capital Management, Inc. | 452.9K | $21.7M | $22.6K | Cut−$35.4K |
| Kathmere Capital Management, LLC | 433.5K | $20.8M | $21.3K | Added$392K |
| LPL Financial LLC | 403.3K | $19.4M | $16.8K | Added$3.19M |
| Shore Point Advisors, LLC | 453.3K | $17.7M | $196.2K | Added$140.8K |
| AdvisorShares Investments LLC | 333.1K | $16M | $16.7K | Cut−$810K |
| ROYAL BANK OF CANADA | 331.7K | $15.9M | $4.94K | Added$11M |
| CABOT WEALTH MANAGEMENT INC | 315.2K | $15.1M | $14.8K | Added$906.2K |
| BlackRock, Inc. | 305.5K | $14.7M | $15.3K | Cut−$691.7K |
| Straight Path Wealth Management | 294.9K | $14.2M | $14.1K | Added$600.6K |
| Venture Visionary Partners LLC | 291.2K | $14M | −$37.9K | Added$13M |
| Family Capital Trust Co | 270K | $13M | $13.2K | Added$324.2K |
| Focus Financial Network, Inc. | 259.4K | $12.5M | $12.4K | Added$502.4K |
| ATLAS CAPITAL ADVISORS INC. | 256.7K | $12.3M | $12.6K | Added$224K |
| Apella Capital, LLC | 222K | $11.7M | $1.07M | Added$429.3K |
| Citadel | 243.6K | $11.7M | $1.45K | Added$10.3M |
| JANE STREET GROUP, LLC | 229.4K | $11M | $11.5K | Cut−$3.6M |
| ATWOOD & PALMER INC | 228.7K | $11M | $11.4K | Cut−$339.9K |
| MML INVESTORS SERVICES, LLC | 220.8K | $10.6M | $11K | Cut−$3.08M |
| Vise Technologies, Inc. | 220.2K | $10.6M | $0 | Held |
| OSAIC HOLDINGS, INC. | 213.7K | $10.3M | $9.91K | Added$428.9K |
| Segment Wealth Management, LLC | 209.6K | $10.1M | $10.3K | Added$145.4K |
| Solano Wealth Investment Advisors LLC | 209.2K | $10M | $10.1K | Added$388.6K |
| Financial Partners Group, Inc | 207.2K | $9.95M | −$482.5K | Added$787.4K |
| Sequoia Financial Advisors, LLC | 201.1K | $9.66M | $10.1K | Cut−$167.8K |
| Alexis Investment Partners, LLC | 195K | $9.02M | −$316K | Added$1.1M |
| Archvest Wealth Advisors, Inc. | 185K | $8.88M | $8.92K | Added$328.7K |
| CGC Financial Services, LLC | 176K | $8.45M | $8.8K | Cut−$1.45M |
| Cetera Investment Advisers | 161.7K | $7.77M | $8.08K | Cut−$384.3K |
| Wealth Enhancement Trust Services, Inc. | 146.7K | $7.04M | $6.61K | Added$702K |
| Venturi Wealth Management, LLC | 143.7K | $6.9M | $7.19K | Cut−$186.6K |
| Financial Freedom, LLC | 130.4K | $6.26M | $6.51K | Cut−$69.6K |
| Opes Wealth Management LLC | 127.5K | $6.12M | $6.37K | Cut−$1.01K |
| JPMORGAN CHASE & CO | 126.4K | $5.85M | −$136.4K | Added$2.02M |
| Occidental Asset Management, LLC | 121.3K | $5.82M | $4.71K | Added$1.31M |
| Veridan Wealth LLC | 114K | $5.47M | $5.55K | Added$151.7K |
| Tacita Capital Inc | 109.6K | $5.26M | $5.45K | Added$28.6K |
| Impact Capital Partners LLC | 104.3K | $5.01M | $4.47K | Added$720.4K |
| Atria Investments, Inc | 102.3K | $4.91M | $5.12K | Cut−$424.5K |
| Unison Advisors LLC | 89.9K | $4.32M | $4.37K | Added$124.6K |
| VICTORY CAPITAL MANAGEMENT INC | 87.5K | $4.2M | $4.38K | Added$4.38K |
| Meredith Wealth Planning | 86.5K | $4.15M | $4.32K | Cut−$7.28M |
| SHUFRO ROSE & CO LLC | 85.7K | $4.12M | $4.19K | Added$75.5K |
| Independent Solutions Wealth Management, LLC | 83.1K | $3.99M | $2.43K | Added$1.65M |
| 1900 WEALTH MANAGEMENT LLC | 80.2K | $3.85M | $4.01K | Cut−$2.56K |
| RHS Financial, LLC | 78.6K | $3.77M | $3.7K | Added$229.4K |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 73.2K | $3.51M | $3.53K | Added$154.8K |
| Capital Investment Advisory Services, LLC | 72.5K | $3.48M | $2.68K | Added$912.3K |
| Icahn Capital | 70.8K | $3.4M | $1.48K | Added$1.97M |
| Stratos Wealth Advisors, LLC | 67.5K | $3.24M | $3.1K | Added$280.7K |
| NorthCrest Asset Manangement, LLC | 61.2K | $2.99M | −$44.7K | Cut−$994.4K |
| Savvy Advisors, Inc. | 61K | $2.93M | $3.03K | Cut−$135.3K |
| CAPTRUST FINANCIAL ADVISORS | 58.6K | $2.81M | $306 | Added$2.52M |
| Rollins Financial Advisors, LLC | 56.5K | $2.72M | $820 | Added$1.93M |
| COLUMBIA ADVISORY PARTNERS LLC | 56.3K | $2.7M | — | New |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 55.3K | $2.65M | $460 | Added$2.21M |
| IFP Advisors, Inc | 55.3K | $2.65M | $1.99K | Added$748.6K |
| COMMONWEALTH EQUITY SERVICES, LLC | 55K | $2.64M | $2.75K | Cut−$3.73M |
| Columbus Macro, LLC | 52K | $2.5M | $2.6K | Cut−$798.7K |
| RAYMOND JAMES FINANCIAL INC | 50.3K | $2.42M | $1.61K | Added$869.3K |
| MorganRosel Wealth Management, LLC | 49.5K | $2.38M | $2.47K | Cut−$538.2K |
| Equitable Holdings, Inc. | 49.5K | $2.37M | −$1 | Added$278.5K |
| DOPKINS WEALTH MANAGEMENT, LLC | 49.2K | $2.36M | $2.43K | Added$29.5K |
| Focus Partners Advisor Solutions, LLC | 49.2K | $2.36M | $2.43K | Added$29.5K |
| NATIONAL BANK OF CANADA /FI/ | 47.1K | $2.26M | $3.77K | Cut−$62.3K |
| TRUIST FINANCIAL CORP | 42.5K | $2.24M | $181.2K | Added$212.8K |
| Brickley Wealth Management | 40.6K | $1.95M | $2.03K | Added$2.08K |
| STIFEL FINANCIAL CORP | 39.4K | $1.89M | $1.8K | Added$172.4K |
| Professional Financial Advisors, LLC | 39K | $1.87M | $1.49K | Added$455.6K |
| Simplicity Wealth,LLC | 38.3K | $1.84M | $1.91K | Added$6.86K |
| IEQ CAPITAL, LLC | 36.6K | $1.76M | $1.69K | Added$146K |
| Klaas Financial Asset Advisors, LLC | 35.6K | $1.71M | $1.78K | Cut−$12.1M |
| WEST MICHIGAN ADVISORS, LLC | 35.4K | $1.7M | $275 | Added$1.44M |
| Ashton Thomas Private Wealth, LLC | 34.1K | $1.64M | $1.74K | Cut−$330.9K |
| Valued Retirements, Inc. | 34.1K | $1.64M | $1.7K | Added$3.1K |
| Private Advisor Group, LLC | 32.9K | $1.58M | $1.63K | Cut−$121.6K |
| Southland Equity Partners LLC | 32.8K | $1.57M | $1.64K | Cut−$47.6K |
| Crusonia Wealth Advisors LLC | 32.3K | $1.55M | $911 | Added$676.8K |
| Quantinno Capital Management LP | 31.9K | $1.53M | $1.59K | Cut−$199.6K |
| MISSION WEALTH MANAGEMENT, LP | 31.2K | $1.5M | $1.55K | Cut−$373.1K |
| Glass Jacobson Investment Advisors llc | 29.6K | $1.42M | $1.18K | Added$276.1K |
| TD PRIVATE CLIENT WEALTH LLC | 28.9K | $1.39M | — | New |
| Medallion Wealth Advisors, LLC | 24.5K | $1.18M | $1.14K | Added$84.3K |
| G&S Capital LLC | 22.9K | $1.1M | — | New |
| McCartney Wealth Management LLC | 22K | $1.06M | $1.1K | Added$1.53K |
| BROWN ADVISORY INC | 21.7K | $1.04M | $1.08K | Added$1.08K |
| Kestra Advisory Services, LLC | 21.6K | $1.04M | $1.08K | Cut−$38.1K |
| Rockefeller Capital Management L.P. | 21.4K | $1.03M | $746 | Added$327.7K |
| Callan Family Office, LLC | 21K | $1.01M | $1.05K | Added$1.05K |
| Fifth Third Securities, Inc. | 20.3K | $974.9K | $1.01K | Cut−$81K |
| Bell Investment Advisors, Inc | 20K | $959.7K | $1.03K | Cut−$15.8K |
| EFG International AG | 18.9K | $909.7K | $310 | Added$612.6K |
| Focus Partners Wealth | 18.5K | $888.4K | $834 | Added$80.2K |
| Ariadne Wealth Management, LP | 17.9K | $860.1K | −$66.5K | Cut−$66.5K |
| INSIGNEO ADVISORY SERVICES, LLC | 17.6K | $845.2K | $322 | Added$536.4K |
| Creative Planning | 17K | $817.4K | $815 | Added$59.2K |
| COWA, LLC | 16.8K | $808K | $646 | Added$188.6K |
| GOLDMAN SACHS GROUP INC | 16.3K | $784.7K | $813 | Added$4.89K |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 15.9K | $763.9K | $796 | Cut−$61K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 15.7K | $755.2K | $785 | Cut−$103.8K |
| Cerity Partners LLC | 15.5K | $744.8K | $775 | Cut−$366.9K |
| GREAT OAK CAPITAL PARTNERS, LLC | 14.4K | $742.1K | $39.5K | Added$10.6K |
| Coordinated Financial Services, Inc. | 15K | $719.8K | $749 | Added$749 |
| CAPITAL ADVISORS INC/OK | 14.4K | $691.2K | $718 | Added$2.45K |
| WORLD EQUITY GROUP, INC. | 14.4K | $690.4K | $684 | Added$33.3K |
| Kiker Wealth Management, LLC | 13.4K | $645.5K | — | New |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 13.2K | $632.9K | $619 | Added$39.1K |
| Advisory Alpha, LLC | 13K | $624.4K | $650 | Added$650 |
| Qube Research & Technologies Ltd | 12.5K | $599.2K | $624 | Cut−$617.9K |
| Ackerman Capital Advisors, LLC | 12.2K | $585.2K | $610 | Added$610 |
| TBH Global Asset Management, LLC | 12.1K | $578.4K | — | New |
| Advisory Services Network, LLC | 11.9K | $570.2K | $545 | Added$47.8K |
| HighTower Advisors, LLC | 11.8K | $568.7K | $452 | Added$141.3K |
| Y-Intercept (Hong Kong) Ltd | 11.5K | $554.5K | $577 | Cut−$244K |
| Strategic Blueprint, LLC | 11.5K | $549.9K | $572 | Cut−$56.3K |
| Arkadios Wealth Advisors | 10.8K | $519.1K | — | New |
| Balyasny Asset Management L.P. | 10.8K | $518.6K | — | New |
| Virtus Family Office LLC | 10K | $482.2K | $502 | Added$502 |
| Seed Wealth Management, Inc. | 9.9K | $475.4K | $495 | Added$495 |
| SWEENEY & MICHEL, LLC | 8.8K | $457.2K | −$4.75K | Added$33.9K |
| LexAurum Advisors, LLC | 9.06K | $434.9K | — | Held |
| Fortune Financial Advisors, LLC | 8.8K | $422.7K | $213 | Added$208.8K |
| Caprock Group, LLC | 8.57K | $411.4K | $428 | Cut−$3.89K |
| Meridian Wealth Management, LLC | 8.54K | $410.3K | $373 | Added$51.9K |
| Prime Capital Investment Advisors, LLC | 8.51K | $408.8K | $425 | Added$1.34K |
| NBC SECURITIES, INC. | 8.2K | $393.7K | $21 | Added$373.2K |
| Aprio Wealth Management, LLC | 8.05K | $386.4K | — | New |
| Heirloom Wealth Management | 8.02K | $385.2K | — | New |
| Snowden Capital Advisors LLC | 8K | $384.2K | $400 | Added$400 |
| FIFTH THIRD BANCORP | 7.86K | $377.6K | — | New |
| M&T Bank Corp | 7.64K | $367K | $382 | Added$382 |
| Oregon Pacific Wealth Management, LLC | 7.46K | $358.1K | $262 | Added$107.1K |
| EP Wealth Advisors, LLC | 7.03K | $337.7K | $355 | Cut−$13.5K |
| Gladstone Institutional Advisory LLC | 7.01K | $336.8K | $355 | Cut−$56.6K |
| Summit Trail Advisors, LLC | 6.8K | $326.8K | — | New |
| Wingate Wealth Advisors, Inc. | 6.52K | $312.9K | $325 | Added$325 |
| US BANCORP \DE\ | 6.35K | $305K | $309 | Cut−$81.3K |
| Alesco Advisors LLC | 6.33K | $303.7K | $317 | Added$317 |
| WealthCare Investment Partners, LLC | 6.27K | $302.6K | −$2.63K | Cut−$2.63K |
| GUERRA PAN ADVISORS, LLC | 6.29K | $301.9K | $315 | Added$315 |
| Lodestone Wealth Management LLC | 6.25K | $300.4K | $313 | Added$313 |
| ADE, LLC | 6.1K | $292.9K | $306 | Added$306 |
| Compound Planning, Inc. | 5.84K | $280.2K | $279 | Cut−$25.9K |
| Weaver Consulting Group | 5.8K | $278.7K | $290 | Added$290 |
| Kovitz Investment Group Partners, LLC | 5.76K | $276.8K | $288 | Added$288 |
| TKG Advisors, LLC | 5.71K | $274.3K | — | New |
| Farther Finance Advisors, LLC | 5.5K | $271.4K | $3.64K | Added$141.7K |
| Brooklyn Investment Group | 5.36K | $257.3K | — | New |
| Delos Wealth Advisors, LLC | 5.33K | $256.1K | — | New |
| PRINCIPAL SECURITIES, INC. | 5.31K | $254.9K | $258 | Cut−$32.2K |
| Soltis Investment Advisors LLC | 5.09K | $244.6K | $255 | Added$255 |
| Summit Financial, LLC | 4.6K | $220.7K | $230 | Added$230 |
| Cresset Asset Management, LLC | 4.44K | $213.1K | $222 | Added$222 |
| Astoria Portfolio Advisors LLC. | 4.12K | $211.8K | −$4.09K | Cut−$2.75K |
| Kuhn & Co Investment Counsel | 4.33K | $207.7K | — | New |
| LAZARI CAPITAL MANAGEMENT, INC. | 4.27K | $205.2K | $213 | Cut−$4.58K |
| Willis Johnson & Associates, Inc. | 4.25K | $204.3K | $213 | Cut−$555 |
| Hyundai Investments Co., Ltd. | 4.34K | $200.9K | −$8.38K | Cut−$257.4K |
| Smartleaf Asset Management LLC | 2.9K | $134.3K | −$5.6K | Cut−$5.6K |
| Portfolio Resources Advisor Group, Inc. | 2.63K | $126.2K | $132 | Added$132 |
| AE Wealth Management LLC | 2.63K | $126.2K | $126 | Cut−$1.94K |
| Beaird Harris Wealth Management, LLC | 2.52K | $120.8K | $126 | Added$126 |
| HARBOUR INVESTMENTS, INC. | 2.48K | $119.2K | $125 | Cut−$220.8K |
| Reyes Financial Architecture, Inc. | 2.26K | $108.7K | $113 | Added$113 |
| FWL INVESTMENT MANAGEMENT, LLC | 2.12K | $101.6K | $106 | Added$106 |
| UMB Bank, n.a. | 2.1K | $100.8K | $105 | Added$105 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 2.04K | $98K | — | New |
| MOTCO | 1.92K | $92.3K | $96 | Added$96 |
| High Note Wealth, LLC | 1.8K | $86.4K | $90 | Added$90 |
| Geneos Wealth Management Inc. | 1.75K | $84K | $82 | Added$5.36K |
| American Capital Advisory, LLC | 1.48K | $70.8K | $74 | Cut−$19.6K |
| SouthState Bank Corp | 1.3K | $62.4K | $65 | Cut−$1.66K |
| Sankala Group LLC | 1.31K | $61.3K | −$7.7K | Cut−$20.3K |
| TORONTO DOMINION BANK | 1.23K | $59.1K | — | New |
| Allworth Financial LP | 997 | $47.9K | $50 | Added$50 |
| ASSETMARK, INC | 973 | $46.7K | $48 | Cut−$7.53K |
| WELLS FARGO & COMPANY/MN | 936 | $45K | $54 | Cut−$131.4K |
| Steward Partners Investment Advisory, LLC | 914 | $43.9K | $45 | Added$717 |
| BANK OF MONTREAL /CAN/ | 854 | $41K | $43 | Added$43 |
| ROTHSCHILD INVESTMENT LLC | 671 | $32.2K | $33 | Added$33 |
| Turtle Creek Wealth Advisors, LLC | 650 | $31.2K | — | New |
| CLEAR INVESTMENT RESEARCH, LLC | 636 | $30.6K | — | New |
| Western Wealth Management, LLC | 577 | $27.7K | — | New |
| Blue Trust, Inc. | 565 | $27.1K | $28 | Added$28 |
| Root Financial Partners, LLC | 508 | $24.4K | $25 | Added$25 |
| Arax Advisory Partners | 501 | $24.1K | $26 | Added$26 |
| Measured Wealth Private Client Group, LLC | 496 | $23.8K | $25 | Added$25 |
| Janney Montgomery Scott LLC | 478.8K | $23K | $22 | Added$1.08K |
| Bogart Wealth, LLC | 465 | $22.3K | $23 | Added$23 |
| Parkside Financial Bank & Trust | 405 | $19.4K | $21 | Added$21 |
| Aptus Capital Advisors, LLC | 335 | $16.1K | $17 | Added$17 |
| VANGUARD ADVISERS INC | 324 | $15.6K | — | Held |
| CWM, LLC | 299 | $14.4K | $14.3K | Added$14.3K |
| PEAPACK GLADSTONE FINANCIAL CORP | 234.9K | $11.3K | $11 | Added$1.05K |
| MAI Capital Management | 202 | $9.72K | $35 | Cut−$23.8K |
| Russell Investments Group, Ltd. | 199 | $9.56K | $10 | Cut−$4.69K |
| MARSHALL INVESTMENT MANAGEMENT, LLC | 188 | $9.03K | — | New |
| Steigerwald, Gordon & Koch Inc. | 183 | $8.81K | $9 | Added$9 |
| CVA Family Office, LLC | 166 | $7.97K | — | New |
| MANNING & NAPIER ADVISORS LLC | 138 | $6.63K | $7 | Added$7 |
| MATHER GROUP, LLC. | 128 | $6.15K | — | New |
| Owl Creek Wealth Partners LLC | 124 | $5.97K | — | Held |
| Sunbelt Securities, Inc. | 105 | $5.04K | $5 | Added$5 |
| Glassman Wealth Services | 92 | $4.42K | $5 | Added$5 |
| Betterment LLC | 64.8K | $3.11K | $3 | Cut−$3 |
| Pacific Center for Financial Services | 63 | $3.03K | — | New |
| Cambridge Investment Research Advisors, Inc. | 41.6K | $2K | $0 | Added$1.53K |
| SIMPLEX TRADING, LLC | 29 | $1.39K | $1 | Cut−$15K |
| CALDWELL SUTTER CAPITAL, INC. | 10 | $480 | $0 | Held |
| FLOW TRADERS U.S. LLC | 7.41K | $356 | $0 | Cut−$1.78K |
| THOROUGHBRED FINANCIAL SERVICES, LLC | 5.9K | $283 | — | New |
| Smithfield Trust Co | 3.07K | $149 | $1 | Added$1 |
| CX Institutional | 1.51K | $73 | $0 | Cut−$4 |
| Capital Analysts, LLC | 242 | $12 | $0 | Held |