| PRUDENTIAL FINANCIAL INC | 44.3M | $2.27B | −$3.54M | Cut−$88.1M |
| Allianz SE | 10.6M | $542.7M | — | New |
| BANK OF AMERICA CORP /DE/ | 8.25M | $422.2M | −$551.7K | Added$68.7M |
| SEI INVESTMENTS CO | 6.09M | $311.6M | — | New |
| MORGAN STANLEY | 5.04M | $257.8M | −$348.9K | Added$34.3M |
| LPL Financial LLC | 4.85M | $248.2M | −$322.8K | Added$41.3M |
| Corebridge Financial, Inc. | 4.01M | $206M | — | New |
| ROYAL BANK OF CANADA | 3.87M | $198M | −$24.3K | Added$182.4M |
| JONES FINANCIAL COMPANIES LLLP | 3.13M | $160.7M | $294.4K | Added$34.9M |
| WELLS FARGO & COMPANY/MN | 2.62M | $134.1M | −$185.7K | Added$15.2M |
| AMERIPRISE FINANCIAL INC | 2.08M | $106.6M | −$129.3K | Added$35.2M |
| INDEPENDENT FINANCIAL GROUP, LLC | 1.49M | $76.4M | −$118.8K | Added$345.2K |
| ENVESTNET ASSET MANAGEMENT INC | 1.42M | $72.4M | −$39.7K | Added$47M |
| Rockefeller Capital Management L.P. | 1.22M | $62.6M | −$67.7K | Added$19.2M |
| NORDEN GROUP LLC | 1.21M | $62M | −$96.8K | Cut−$1.8M |
| RAYMOND JAMES FINANCIAL INC | 1.21M | $61.9M | −$73.5K | Added$14.9M |
| PNC Financial Services Group, Inc. | 1.2M | $61.6M | −$74.6K | Added$13.8M |
| UBS Group AG | 1.2M | $61.5M | −$96.2K | Cut−$7.03M |
| COMMONWEALTH EQUITY SERVICES, LLC | 1.06M | $54.3M | −$73.5K | Added$7.24M |
| JPMORGAN CHASE & CO | 1.03M | $53M | $103.2K | Cut−$6.17M |
| Pine Harbor Wealth Management, LLC | 740.4K | $37.9M | −$54.4K | Added$3.01M |
| Steward Partners Investment Advisory, LLC | 507.9K | $26M | −$38.3K | Added$1.48M |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 501.8K | $25.7M | −$40.1K | Cut−$36.1K |
| Main Street Group, LTD | 457.2K | $23.4M | −$12.8K | Added$15.2M |
| POTENTIA WEALTH | 439.9K | $22.5M | −$32K | Added$2.04M |
| OSAIC HOLDINGS, INC. | 426.2K | $21.8M | −$33.9K | Cut−$396.7K |
| Cetera Investment Advisers | 394.1K | $20.2M | −$30.8K | Added$424.1K |
| TRUIST FINANCIAL CORP | 385.9K | $19.8M | −$16.6K | Added$9.11M |
| Fiduciary Group, LLC | 371.8K | $19M | −$25.9K | Added$2.45M |
| Kestra Advisory Services, LLC | 353.7K | $18.1M | −$20.1K | Added$5.2M |
| Sanctuary Advisors, LLC | 348.7K | $17.8M | −$24K | Added$2.43M |
| U.S. Capital Wealth Advisors, LLC | 345.5K | $17.7M | −$25.3K | Added$1.47M |
| Addison Capital Co | 327.9K | $16.8M | −$18.3K | Added$5.05M |
| WNY Asset Management, LLC | 322.9K | $16.5M | — | Held |
| WealthPlan Investment Management, LLC | 314K | $16.1M | — | New |
| Ameritas Advisory Services, LLC | 304.9K | $15.6M | −$24.4K | Cut−$7.2M |
| AdvisorNet Financial, Inc | 304.1K | $15.6M | −$20.6K | Added$2.34M |
| HighTower Advisors, LLC | 289.2K | $14.8M | −$23K | Cut−$2.85M |
| Nilsine Partners, LLC | 275.9K | $14.2M | $46.9K | Cut−$1.52M |
| EverSource Wealth Advisors, LLC | 274.5K | $14M | −$22K | Cut−$808.8K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 245.1K | $12.6M | −$24.5K | Cut−$3.1M |
| COMMUNITY TRUST & INVESTMENT CO | 244.2K | $12.5M | −$15.7K | Added$2.45M |
| Tanglewood Legacy Advisors, LLC | 223.6K | $11.4M | −$12.3K | Added$3.57M |
| LEVEL FOUR ADVISORY SERVICES, LLC | 221.8K | $11.4M | −$16.4K | Added$824.1K |
| Hartford Financial Management Inc. | 194K | $9.93M | −$15.5K | Added$16.8K |
| Inscription Capital, LLC | 176.1K | $9.01M | −$11.4K | Added$1.68M |
| Asset Allocation Strategies LLC | 174.1K | $8.91M | −$3.28K | Added$6.8M |
| Beacon Pointe Advisors, LLC | 172.3K | $8.82M | — | New |
| BASSO CAPITAL MANAGEMENT, L.P. | 169.9K | $8.7M | −$12.2K | Added$877.6K |
| FLAGSHIP HARBOR ADVISORS, LLC | 161.3K | $8.25M | −$12.9K | Cut−$352.2K |
| Baird Financial Group, Inc. | 159.1K | $8.14M | −$12K | Added$446.4K |
| Private Advisor Group, LLC | 157K | $8.03M | −$10.6K | Added$1.27M |
| Kestra Investment Management, LLC | 154K | $7.88M | — | New |
| Redhawk Wealth Advisors, Inc. | 147.7K | $7.56M | −$11.8K | Cut−$17.5K |
| Ballast Rock Private Wealth LLC | 137.4K | $7.06M | $11K | Added$2.5M |
| MML INVESTORS SERVICES, LLC | 130K | $6.65M | −$10.4K | Cut−$1.05M |
| TOEWS CORP /ADV | 127.4K | $6.52M | −$10.2K | Cut−$220.4K |
| WealthPLAN Partners, LLC | 119.9K | $6.14M | −$9.59K | Cut−$12M |
| MGO ONE SEVEN LLC | 118.7K | $6.08M | −$8.92K | Added$353.7K |
| Kingsview Wealth Management, LLC | 116.1K | $5.94M | −$9.3K | Cut−$2.57M |
| PRINCIPAL FINANCIAL GROUP INC | 114.2K | $5.84M | −$4.66K | Added$2.85M |
| Indie Asset Partners, LLC | 110.3K | $5.64M | −$7.7K | Added$709.7K |
| STIFEL FINANCIAL CORP | 109.9K | $5.62M | −$8.78K | Cut−$102K |
| Triton Wealth Management, PLLC | 109.8K | $5.62M | −$21.1K | Added$63.2K |
| Independent Advisor Alliance | 109.3K | $5.59M | −$497 | Added$5.27M |
| IFP Advisors, Inc | 104.5K | $5.35M | −$5.06K | Added$2.1M |
| Cerity Partners LLC | 103.7K | $5.31M | — | New |
| MIDDLETON & CO INC/MA | 103K | $5.27M | −$7.23K | Added$638.9K |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 101K | $5.17M | −$6.01K | Added$1.32M |
| Hobart Private Capital, LLC | 90.1K | $4.61M | −$2.15K | Added$3.25M |
| FIRST NATIONAL BANK OF OMAHA | 89.5K | $4.59M | $8.95K | Cut−$352.8K |
| Able Wealth Management LLC | 88.5K | $4.53M | −$4.69K | Added$1.52M |
| Summit Financial, LLC | 87.9K | $4.52M | $10.6K | Cut−$382.6K |
| Argent Trust Co | 84.5K | $4.33M | −$518 | Added$4M |
| Essex Financial Services, Inc. | 83.9K | $4.3M | −$6.76K | Cut−$177.3K |
| Fiduciary Alliance LLC | 82K | $4.21M | $1.46K | Added$3.15M |
| BANK OF MONTREAL /CAN/ | 74K | $3.78M | −$5.89K | Added$12K |
| Merit Financial Group, LLC | 73.5K | $3.76M | −$4.22K | Added$1.07M |
| Bank of New York Mellon Corp | 72.1K | $3.69M | −$4.98K | Added$504K |
| HBW ADVISORY SERVICES LLC | 70.5K | $3.61M | −$1.01K | Added$2.96M |
| Citadel | 66.7K | $3.42M | — | New |
| Concurrent Investment Advisors, LLC | 63.6K | $3.25M | −$5.09K | Cut−$87.5K |
| Gotham Asset Management, LLC | 62.9K | $3.22M | −$1.47K | Added$2.27M |
| Atlas Wealth LLC | 61K | $3.12M | −$4.88K | Cut−$2.24M |
| Entelevest, LLC | 60.9K | $3.12M | −$4.86K | Cut−$128.1K |
| K2 Financial Inc. | 59.8K | $3.07M | — | New |
| Mariner, LLC | 58.5K | $2.99M | −$2.28K | Added$1.53M |
| Stratos Wealth Partners, LTD. | 57.8K | $2.96M | −$3.45K | Added$769.6K |
| Prospera Financial Services Inc | 54.8K | $2.8M | −$4.39K | Cut−$28.5K |
| Prime Capital Investment Advisors, LLC | 54K | $2.76M | −$4.18K | Added$82.8K |
| Great Diamond Partners, LLC | 49K | $2.51M | −$3.41K | Added$320.8K |
| GREAT VALLEY ADVISOR GROUP, INC. | 43.8K | $2.24M | −$2.64K | Added$513.8K |
| Evergreen Wealth Partners LLC | 41.1K | $2.1M | −$3.27K | Cut−$1.26M |
| Farther Finance Advisors, LLC | 40.9K | $2.09M | −$2.45K | Cut−$1.15M |
| Atria Investments, Inc | 40.7K | $2.08M | −$2.45K | Added$517K |
| Equitable Holdings, Inc. | 40.4K | $2.07M | −$0 | Cut−$868.8K |
| DENVER WEALTH MANAGEMENT, INC. | 39.1K | $2M | −$3.13K | Cut−$42.9K |
| Westside Investment Management, Inc. | 38K | $1.94M | −$1.72K | Added$840.8K |
| Cooper Capital Advisors LLC | 37.9K | $1.94M | −$2.77K | Added$169.6K |
| Csenge Advisory Group | 34.5K | $1.77M | — | New |
| Visionary Wealth Advisors | 33.5K | $1.72M | −$2.53K | Added$90.3K |
| Breakwater Capital Group | 30.5K | $1.56M | −$2.44K | Cut−$320.8K |
| KWB Wealth | 30.3K | $1.55M | $0 | Held |
| Koshinski Asset Management, Inc. | 29.7K | $1.52M | −$2.36K | Added$8.38K |
| REDSTONE WEALTH MANAGEMENT, LLC | 29.1K | $1.49M | −$2.33K | Cut−$99.5K |
| Heritage Trust Co | 27.8K | $1.42M | −$1.7K | Added$329.7K |
| Cooper Financial Group | 26.6K | $1.36M | −$1.16K | Added$634.2K |
| DAVENPORT & Co LLC | 26.3K | $1.34M | −$2.1K | Cut−$112.4K |
| Raab & Moskowitz Asset Management LLC | 26.1K | $1.33M | −$2.08K | Cut−$1.83K |
| Orion Porfolio Solutions, LLC | 25.4K | $1.3M | −$2.06K | Cut−$203.1K |
| HFG Advisors, Inc. | 24.3K | $1.24M | — | New |
| COLLECTIVE FAMILY OFFICE LLC | 23.7K | $1.21M | −$1.9K | Cut−$167.2K |
| Americana Partners, LLC | 22.5K | $1.15M | −$1.02K | Added$498K |
| RIVERCHASE WEALTH MANAGEMENT, LLC | 22.5K | $1.15M | −$1.79K | Cut−$138.8K |
| INTEGRITY ALLIANCE, LLC. | 22.4K | $1.14M | −$1.69K | Added$40.8K |
| MAI Capital Management | 22.2K | $1.14M | −$1.65K | Added$52.1K |
| Lakeshore Financial Planning, Inc. | 21.6K | $1.11M | −$1.58K | Added$95.3K |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | 21.2K | $1.09M | −$1.5K | Added$105.8K |
| Worth Asset Management, LLC | 20.5K | $1.05M | −$1.64K | Cut−$1.64K |
| PKS Advisory Services, LLC | 20.5K | $1.05M | −$1.64K | Cut−$3.54K |
| Atlantic Union Bankshares Corp | 19.5K | $996K | — | New |
| Pasadena Private Wealth, LLC | 19.4K | $992.9K | −$1.55K | Cut−$93.9K |
| Perigon Wealth Management, LLC | 19.1K | $977.8K | — | New |
| Insight Wealth Strategies, LLC | 18.8K | $960.5K | −$1.51K | Cut−$2.69K |
| D.A. DAVIDSON & CO. | 18.4K | $944.3K | −$1.48K | Cut−$9.16K |
| SHEETS SMITH WEALTH MANAGEMENT | 18.1K | $928.1K | −$1.37K | Added$51.3K |
| OPPENHEIMER & CO INC | 18K | $921.3K | −$1.44K | Cut−$67.3K |
| IHT Wealth Management, LLC | 17.4K | $889K | — | New |
| CARY STREET PARTNERS FINANCIAL LLC | 16.9K | $863.5K | −$968 | Added$243.2K |
| WESPAC Advisors, LLC | 16.5K | $846.4K | −$1.32K | Cut−$1.32K |
| GWN SECURITIES INC. | 16.5K | $845.1K | — | New |
| Patriot Financial Group Insurance Agency, LLC | 16.5K | $842.4K | — | New |
| HARBOUR INVESTMENTS, INC. | 16K | $818.9K | −$1.11K | Added$89K |
| Element Wealth, LLC | 15.9K | $812.5K | −$1.12K | Added$100.2K |
| Optivise Advisory Services LLC | 15.7K | $804.8K | −$1.24K | Added$3.06K |
| FIFTH THIRD BANCORP | 15.3K | $782.1K | — | New |
| AE Wealth Management LLC | 15.1K | $771.7K | — | New |
| Crestwood Advisors Group, LLC | 14.6K | $745.4K | −$1.08K | Added$56K |
| Alteri Wealth LLC | 14.4K | $739.1K | −$878 | Added$183K |
| EXENCIAL WEALTH ADVISORS, LLC | 12.9K | $662.4K | — | New |
| Cypress Capital, LLC | 12.8K | $652.6K | — | New |
| INSIGNEO ADVISORY SERVICES, LLC | 12.7K | $648.3K | −$343 | Added$445.3K |
| PRINCIPAL SECURITIES, INC. | 12.6K | $643.9K | — | New |
| NWAM LLC | 12.3K | $631.8K | −$3.51K | Added$46.1K |
| Three Cord True Wealth Management, LLC | 12K | $614.9K | −$791 | Added$103.3K |
| Vertex Planning Partners, LLC | 11.7K | $600.4K | −$939 | Cut−$6.94K |
| Crumly & Associates Inc. | 11.6K | $594.5K | −$843 | Added$54.3K |
| MPWM ADVISORY SOLUTIONS, LLC | 10.6K | $544.6K | −$836 | Added$17.5K |
| Stewardship Advisors, LLC | 10.6K | $543.8K | — | New |
| CALTON & ASSOCIATES, INC. | 10.6K | $542.2K | −$745 | Added$64.8K |
| United Advisor Group, LLC | 10.5K | $539.1K | — | New |
| Cassady Wealth & Retirement Planning, LLC | 10.5K | $538.2K | — | New |
| Diversified Enterprises, LLC | 10.2K | $523.8K | — | New |
| World Investment Advisors | 10.2K | $520.6K | −$681 | Added$99.9K |
| Andina Capital Management, LLC | 10.1K | $518.1K | −$810 | Cut−$499.5K |
| YARGER WEALTH STRATEGIES, LLC | 9.96K | $509.5K | — | New |
| Western Wealth Management, LLC | 9.53K | $487.9K | −$325 | Added$283.6K |
| Everest Management Corp. | 9.49K | $485.5K | −$776 | Cut−$562.4K |
| Advisor Resource Council | 9.15K | $468.3K | −$733 | Cut−$691.5K |
| Focus Partners Wealth | 9.02K | $462K | −$72 | Added$180.9K |
| Team Financial Group, LLC | 8.73K | $447K | −$205 | Added$318K |
| Sunbelt Securities, Inc. | 8.65K | $442.9K | −$688 | Cut−$9.81K |
| Symphony Financial, Ltd. Co. | 8.55K | $437.5K | −$686 | Added$24.5K |
| Golden State Wealth Management, LLC | 8.17K | $418.2K | −$632 | Cut−$23.6K |
| STEPHENS INC /AR/ | 7.68K | $393K | — | New |
| Piscataqua Savings Bank | 7.56K | $387K | — | New |
| Legacy Capital Wealth Partners, LLC | 7.23K | $370.1K | −$568 | Added$6.44K |
| Integrated Advisors Network LLC | 7.21K | $369K | −$577 | Cut−$22.9K |
| SMITH, MOORE & CO. | 7.18K | $367.4K | — | New |
| Register Financial Advisors LLC | 7.13K | $364.8K | −$518 | Added$54.5K |
| TRUST CO OF OKLAHOMA | 7.03K | $359.9K | −$559 | Added$1.9K |
| Fermata Advisors, LLC | 6.82K | $349K | −$542 | Cut−$30.9K |
| COMPASS CAPITAL CORP /MA/ /ADV | 6.63K | $340.7K | — | New |
| Mills Wealth Advisors LLC | 6.65K | $340.5K | — | New |
| Brookstone Capital Management | 6.64K | $339.8K | — | New |
| &PARTNERS | 6.58K | $337K | −$13.5K | Cut−$527 |
| PARSONS CAPITAL MANAGEMENT INC/RI | 6.14K | $314.2K | −$484 | Cut−$74.4K |
| Cornerstone Wealth Management, LLC | 6.09K | $311.8K | −$468 | Added$12.5K |
| Blue Trust, Inc. | 6.05K | $309.7K | −$484 | Cut−$5.35K |
| Founders Financial Alliance, LLC | 5.79K | $296.3K | −$11 | Added$289.7K |
| Capital Investment Advisors, LLC | 5.65K | $289.1K | — | New |
| REGATTA CAPITAL GROUP, LLC | 5.46K | $279.4K | −$437 | Cut−$437 |
| Objective Capital Management, LLC | 5.45K | $278.7K | −$436 | Cut−$179.8K |
| Three Seasons Wealth, LLC | 5.36K | $275.6K | $647 | Cut−$1.01M |
| PRIVATE TRUST CO NA | 5.1K | $261.1K | −$408 | Cut−$333.6K |
| United Community Bank | 4.93K | $252.1K | — | New |
| Signal Advisors Wealth, LLC | 4.8K | $245.6K | — | New |
| CAHILL FINANCIAL ADVISORS INC | 4.72K | $241.4K | — | New |
| Lynx Investment Advisory | 4.68K | $239.6K | — | New |
| MONECO ADVISORS, LLC | 4.63K | $236.8K | — | New |
| Saiph Capital, LLC | 4.5K | $230.6K | −$360 | Cut−$360 |
| Moors & Cabot, Inc. | 4.46K | $228.4K | — | New |
| Integrated Wealth Concepts LLC | 4.28K | $219.3K | −$343 | Cut−$343 |
| TrueWealth Advisors, LLC | 4.1K | $209.8K | −$328 | Cut−$328 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 4.05K | $207.5K | −$324 | Cut−$5.09K |
| WPG Advisers, LLC | 3.41K | $174.6K | — | New |
| Ashton Thomas Private Wealth, LLC | 3.2K | $163.8K | — | New |
| J.Safra Asset Management Corp | 2.74K | $140.4K | −$213 | Added$3.83K |
| Indiana Trust & Investment Management Co | 2.74K | $140.2K | — | New |
| Silver Grove Financial Group, Inc. | 2.39K | $122.3K | — | New |
| Cassaday & Co Wealth Management LLC | 2.06K | $105.2K | — | New |
| Destiny Wealth Partners, LLC | 1.94K | $99.4K | — | New |
| Rossby Financial, LCC | 1.59K | $81.5K | — | New |
| Anchor Investment Management, LLC | 1K | $51.4K | — | New |
| Employees Retirement System of Texas | 1M | $51.2K | −$40 | Added$25.6K |
| NBC SECURITIES, INC. | 900 | $46.1K | −$45 | Added$16.6K |
| NATIONAL BANK OF CANADA /FI/ | 736 | $37.7K | −$59 | Cut−$59 |
| Horizon Investments, LLC | 736 | $37.5K | −$100 | Added$18.7K |
| Fidelity | 693 | $35.5K | −$36 | Added$25K |
| CoreCap Advisors, LLC | 630 | $32.2K | — | New |
| Cambridge Investment Research Advisors, Inc. | 538.3K | $27.6K | −$22 | Added$13.2K |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 511 | $26.2K | — | New |
| True Wealth Design, LLC | 500 | $25.6K | — | New |
| RICHARDS, MERRILL & PETERSON, INC. | 500 | $25.6K | — | New |
| Mascoma Wealth Management LLC | 488 | $25K | −$39 | Cut−$39 |
| Paladin Advisory Group, LLC | 467 | $23.9K | −$37 | Cut−$37 |
| RHL GROUP, LLC | 340 | $17.4K | −$5 | Added$9.78K |
| Advisory Services Network, LLC | 266 | $13.6K | — | New |
| Bogart Wealth, LLC | 260 | $13.3K | −$21 | Cut−$21 |
| Pinnacle Bancorp, Inc. | 212 | $10.8K | −$17 | Cut−$17 |
| Medallion Wealth Advisors, LLC | 200 | $10.2K | — | New |
| Janney Montgomery Scott LLC | 139K | $7.11K | −$7 | Added$2.46K |
| NATIXIS ADVISORS, LLC | 117.9K | $6.04K | −$7 | Added$1.96K |
| Thrivent Financial for Lutherans | 106.4K | $5.45K | −$7 | Added$858 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 100 | $5.12K | −$8 | Cut−$17.4K |
| Allworth Financial LP | 77 | $3.94K | — | New |
| FOSTER & MOTLEY INC | 48.3K | $2.47K | −$3 | Added$431 |
| US BANCORP \DE\ | 43 | $2.2K | −$3 | Cut−$4.62K |
| HRT FINANCIAL LP | 35.1K | $1.79K | — | New |
| Anfield Capital Management, LLC | 17 | $883 | — | New |
| Aurora Private Wealth, Inc. | 3.99K | $205 | $0 | Held |
| CENTAURUS FINANCIAL, INC. | 2.06K | $105 | −$1 | Held |