| MORGAN STANLEY | 2.33M | $201M | $4.93M | Added$11.6M |
| COLDSTREAM CAPITAL MANAGEMENT INC | 2.02M | $174.8M | $4.43M | Cut−$2.09M |
| RAYMOND JAMES FINANCIAL INC | 711.5K | $61.5M | $1.54M | Added$2.4M |
| LPL Financial LLC | 640.1K | $55.3M | $1.4M | Cut−$3.99M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 603.3K | $52.1M | $1.26M | Added$3.63M |
| BANK OF AMERICA CORP /DE/ | 543.9K | $47M | $1.15M | Added$2.77M |
| WELLS FARGO & COMPANY/MN | 394.7K | $34.1M | $864.4K | Added$541.4K |
| ROYAL BANK OF CANADA | 318.7K | $27.5M | $632.5K | Added$3.21M |
| Baird Financial Group, Inc. | 302.2K | $26.1M | $651.2K | Added$1.07M |
| UBS Group AG | 272.2K | $23.5M | $578.9K | Added$1.25M |
| &PARTNERS | 243.8K | $21.1M | $531K | Cut−$1.22M |
| TOTH FINANCIAL ADVISORY CORP | 228.3K | $19.7M | $499.1K | Added$534.7K |
| AMERIPRISE FINANCIAL INC | 227.9K | $19.7M | $472.7K | Added$1.55M |
| COMMONWEALTH EQUITY SERVICES, LLC | 189.6K | $16.4M | $386.5K | Added$1.52M |
| ENVESTNET ASSET MANAGEMENT INC | 136.9K | $11.8M | $296.8K | Added$417.6K |
| STIFEL FINANCIAL CORP | 127.2K | $11M | $278.4K | Cut−$29.9M |
| OSAIC HOLDINGS, INC. | 109.8K | $9.51M | $240.6K | Cut−$563.4K |
| Modern Wealth Management, LLC | 107.5K | $9.33M | $248.2K | Added$1.23M |
| BENJAMIN EDWARDS INC | 104.6K | $9.04M | $229.5K | Cut−$25M |
| Dogwood Wealth Management LLC | 96.3K | $8.32M | $198.5K | Added$691.5K |
| JONES FINANCIAL COMPANIES LLLP | 86.5K | $7.35M | $59.9K | Added$713.5K |
| SMITH, MOORE & CO. | 82K | $7.08M | $167.1K | Added$655.9K |
| Bucket List Wealth Management, LLC | 75.9K | $6.56M | — | New |
| Pathstone Holdings, LLC | 72.7K | $6.29M | $159.3K | Added$159.3K |
| Connecticut Wealth Management, LLC | 60.2K | $5.2M | $131.9K | Cut−$192.7K |
| SILVER OAK SECURITIES, INCORPORATED | 56.9K | $4.92M | $73.1K | Added$92.8K |
| Gladstone Institutional Advisory LLC | 56.7K | $4.9M | $98.2K | Added$1.12M |
| Cascade Financial Partners, LLC | 56.5K | $4.88M | $119.9K | Added$268.8K |
| Cetera Investment Advisers | 56.4K | $4.87M | $84.3K | Added$1.63M |
| Jacobi Capital Management LLC | 56.3K | $4.87M | $123.3K | Added$33.4K |
| TWO SIGMA INVESTMENTS, LP | 51.3K | $4.43M | $108.4K | Added$263.9K |
| Merit Financial Group, LLC | 50.3K | $4.35M | $83.7K | Added$1.13M |
| Sanctuary Advisors, LLC | 48.8K | $4.21M | $102.6K | Added$265.7K |
| World Investment Advisors | 44.8K | $3.87M | $98K | Cut−$282 |
| Avant Capital LLC | 43.7K | $3.78M | $95.8K | Cut−$7.32K |
| LMG Wealth Partners, LLC | 42.7K | $3.69M | $85.9K | Added$386.2K |
| TRUIST FINANCIAL CORP | 39.5K | $3.62M | $276.3K | Added$19.6K |
| Landmark Wealth Management, LLC | 40.1K | $3.47M | $69.8K | Added$782.3K |
| Rockefeller Capital Management L.P. | 39.7K | $3.43M | $84.5K | Added$182.7K |
| HARBOUR INVESTMENTS, INC. | 39.7K | $3.43M | $75.1K | Added$537.8K |
| KOM Wealth Management Group, LLC | 39.3K | $3.4M | $86.1K | Cut−$1.7K |
| Essex Financial Services, Inc. | 38.1K | $3.29M | $83.3K | Cut−$32.3K |
| United Advisor Group, LLC | 37.9K | $3.27M | $83K | Added$39.1K |
| PINNACLE ASSOCIATES LTD | 33.9K | $2.93M | $74.3K | Cut−$244.6K |
| Summit Wealth Partners, LLC | 31.1K | $2.69M | $68.2K | Cut−$213.4K |
| PRINCIPAL SECURITIES, INC. | 30.6K | $2.64M | $65.7K | Added$113.4K |
| Clear Creek Financial Management, LLC | 29.5K | $2.55M | $52.6K | Added$526.2K |
| Premier Path Wealth Partners, LLC | 27.7K | $2.4M | $60.7K | Cut−$264.1K |
| Biondo Investment Advisors, LLC | 26.7K | $2.3M | $55.1K | Added$184.5K |
| Dynamic Advisor Solutions LLC | 26.6K | $2.3M | $56.1K | Added$144.9K |
| BLAIR WILLIAM & CO/IL | 24.8K | $2.14M | $18.2K | Added$1.44M |
| HighTower Advisors, LLC | 23.8K | $2.06M | $51.1K | Added$93.2K |
| Visionary Wealth Advisors | 23.8K | $2.05M | $52K | Cut−$542.8K |
| VERUS CAPITAL PARTNERS, LLC | 22.1K | $1.91M | $48.4K | Added$47.3K |
| PMG Wealth Management, Inc. | 21.3K | $1.84M | $46.6K | Cut−$239.1K |
| Core Wealth Advisors, Inc. | 21K | $1.82M | $32.1K | Added$580.8K |
| MERCER GLOBAL ADVISORS INC /ADV | 20.8K | $1.8M | $28.2K | Added$718.2K |
| Ameritas Advisory Services, LLC | 19.9K | $1.72M | $43.7K | Added$2.47K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 19.6K | $1.71M | $21K | Cut−$1.31M |
| PFG Investments, LLC | 18.5K | $1.6M | $40.4K | Cut−$197.4K |
| Private Advisor Group, LLC | 17.1K | $1.48M | $37.5K | Added$34.3K |
| Tower Wealth Partners, Inc. | 16.7K | $1.44M | $36.4K | Added$40K |
| MLP3, LLC | 16.6K | $1.43M | $36.3K | Added$38.3K |
| Royal Capital Wealth Management, LLC | 16.4K | $1.42M | $36K | Added$19.8K |
| MML INVESTORS SERVICES, LLC | 15.1K | $1.31M | $33.2K | Cut−$89.4K |
| Atlas Brown,Inc. | 14.7K | $1.27M | $32.2K | Added$22.4K |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 14.6K | $1.26M | $30.8K | Added$79.8K |
| ROMAN BUTLER FULLERTON & CO | 14K | $1.26M | $8.97K | Cut−$9.21K |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 14.4K | $1.24M | $31.4K | Cut−$10.2M |
| Intrepid Financial Planning Group LLC | 14K | $1.21M | $30.6K | Added$23.9K |
| Quad-Cities Investment Group, LLC | 13.9K | $1.2M | $30.4K | Added$31.4K |
| HOLLENCREST CAPITAL MANAGEMENT | 11.8K | $1.02M | $25.9K | Cut−$461.1K |
| MSH Capital Advisors LLC | 11.5K | $993.6K | $25.2K | Cut−$61.6K |
| Waverly Advisors, LLC | 11.5K | $991.5K | $12.3K | Added$517.3K |
| Creative Planning | 11.1K | $959.3K | $19.9K | Added$195.9K |
| KRAEMATON INVESTMENT ADVISORS, INC | 11K | $949.5K | $24.1K | Cut−$23.1K |
| Anson Capital, Inc. | 11K | $949.2K | $23.2K | Added$58K |
| Nova Wealth Management, Inc. | 10.6K | $917K | $16.4K | Added$285.7K |
| WealthPlan Investment Management, LLC | 10.5K | $911.5K | $23.1K | Cut−$113.7K |
| Intentional Wealth Strategies, LLC | 10.5K | $905.9K | — | Held |
| Jackson, Grant Investment Advisers, Inc. | 10.2K | $879.6K | $22.2K | Added$24.8K |
| COZAD ASSET MANAGEMENT INC | 10.1K | $872.3K | $22.1K | Cut−$118.2K |
| PERSPECTIVE WEALTH ADVISORS LLC | 9.98K | $862.5K | $18.4K | Added$155.9K |
| Capital Investment Advisors, LLC | 9.76K | $843.2K | $21.2K | Added$26.8K |
| NewEdge Wealth, LLC | 9.58K | $827.8K | $13.5K | Added$309.9K |
| Kestra Advisory Services, LLC | 9.49K | $819.8K | $10.5K | Added$416.3K |
| Tempus Wealth Planning, LLC | 9.09K | $785.4K | $19.9K | Cut−$156.5K |
| GOLDMAN SACHS GROUP INC | 8.9K | $769.2K | $8.16K | Added$455.3K |
| Harvest Investment Services, LLC | 8.86K | $765.2K | $18.8K | Added$42.4K |
| Clarus Wealth Advisors | 8.72K | $764.3K | $4.52K | Added$35.6K |
| PNC Financial Services Group, Inc. | 8.78K | $758.9K | $19.2K | Added$11K |
| Key Financial Inc | 8.74K | $755.1K | $19.1K | Added$19.1K |
| Steward Partners Investment Advisory, LLC | 8.72K | $753.2K | $11.5K | Added$309.9K |
| Fidelity | 8.7K | $751.7K | $17.4K | Added$85K |
| Northwest Financial Advisors | 8.59K | $742.1K | $18.9K | Cut−$599 |
| Parcion Private Wealth LLC | 8.35K | $721.1K | $18.3K | Added$18.3K |
| Signature Wealth Management Partners, LLC | 8.23K | $711.2K | $14.7K | Added$141.6K |
| L & S Advisors Inc | 8.09K | $699.1K | $17.7K | Cut−$6.54K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 8.08K | $697.9K | $17.5K | Added$26.8K |
| CFS Investment Advisory Services, LLC | 7.63K | $693.2K | $50.3K | Added$50.3K |
| J.W. COLE ADVISORS, INC. | 7.8K | $674.1K | $57.8K | Cut−$49.2K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 7.61K | $657.6K | $14.6K | Added$94.6K |
| RDA Financial Network | 7.25K | $626.5K | $14.9K | Added$51.6K |
| JPMORGAN CHASE & CO | 6.72K | $572.5K | $4.55K | Added$197K |
| STEEL GROVE CAPITAL ADVISORS, LLC | 6.56K | $566.5K | — | New |
| GREAT VALLEY ADVISOR GROUP, INC. | 6.51K | $562.3K | $14.3K | Cut−$4.69K |
| Geneos Wealth Management Inc. | 6.46K | $557.8K | $14.1K | Cut−$20.5K |
| Westfuller Advisors, LLC | 6.45K | $557.4K | $14K | Added$17.4K |
| Heritage Wealth Management, Inc. | 6.23K | $538K | $13.6K | Added$8.84K |
| Mystic Asset Management, Inc. | 5.95K | $513.7K | $13K | Added$13K |
| S.A. Mason LLC | 5.88K | $508.4K | $12.6K | Added$23.4K |
| WESBANCO BANK INC | 5.8K | $501.4K | $12.7K | Added$12.7K |
| tru Independence LLC | 5.77K | $498.5K | $12.6K | Added$6.15K |
| Redhawk Wealth Advisors, Inc. | 5.67K | $490.1K | $12.5K | Cut−$12.7K |
| DAVENPORT & Co LLC | 5.61K | $484.5K | $10.7K | Added$71.2K |
| TICINO WEALTH | 5.4K | $471.1K | $16.2K | Cut−$19.8K |
| Sowell Financial Services LLC | 5.31K | $458.6K | $11.5K | Added$14.7K |
| HEADINVEST, LLC | 5.22K | $450.8K | $11.4K | Cut−$30.7K |
| PSI Advisors, LLC | 5.12K | $442.5K | $11K | Added$19.2K |
| Retirement Planning Co of New England, Inc. | 5.02K | $433.6K | $11K | Added$11K |
| Pathway Financial Advisers, LLC | 4.92K | $425.3K | $10.8K | Cut−$11.1K |
| Prospera Financial Services Inc | 4.88K | $422.1K | $10.7K | Cut−$18.4K |
| Integrated Wealth Concepts LLC | 4.88K | $422.1K | — | New |
| OPPENHEIMER & CO INC | 4.86K | $419.8K | $10.6K | Added$13.9K |
| FLAGSHIP HARBOR ADVISORS, LLC | 4.68K | $404.3K | $10.2K | Cut−$2.25K |
| INDEPENDENT FINANCIAL GROUP, LLC | 4.58K | $396K | $10.1K | Cut−$33K |
| Key Client Fiduciary Advisors, LLC | 4.53K | $391.2K | $9.21K | Added$37K |
| FIFTH THIRD BANCORP | 4.52K | $390.7K | — | New |
| Equitable Holdings, Inc. | 4.62K | $389.3K | $0 | Added$1.01K |
| Cyndeo Wealth Partners, LLC | 4.48K | $386.8K | $9.59K | Added$14.9K |
| Patten Group, Inc. | 4.36K | $376.4K | $8.97K | Added$31.4K |
| Icahn Capital | 4.31K | $372.8K | $9.45K | Added$9.45K |
| KPP Advisory Services LLC | 4.31K | $372.5K | $9.39K | Added$9.48K |
| HARBOR INVESTMENT ADVISORY, LLC | 4.25K | $367.2K | $9.31K | Cut−$6.69K |
| Silver Grove Financial Group, Inc. | 4.22K | $364.6K | $9.22K | Added$9.91K |
| Well Done, LLC | 4.19K | $362.4K | $9.19K | Added$9.19K |
| Keystone Financial Services, LLC | 4.19K | $361.8K | $9.18K | Cut−$21.6K |
| TriaGen Wealth Management LLC | 4.17K | $359.9K | $9.12K | Added$9.12K |
| WealthBridge Capital Management, LLC | 4.13K | $356.4K | $9.01K | Added$9.96K |
| RAM Investment Partners, LLC | 4.1K | $354.3K | — | New |
| US BANCORP \DE\ | 4.06K | $351.1K | $8.9K | Added$8.9K |
| Farther Finance Advisors, LLC | 4.02K | $348.7K | $1.03K | Added$315.1K |
| WMS Group LLC | 4K | $345.6K | $8.76K | Added$8.76K |
| Hartford Financial Management Inc. | 4K | $345.6K | $8.76K | Added$8.76K |
| Essex Bank | 3.96K | $342K | $8.63K | Added$7.11K |
| Montis Financial, LLC | 3.95K | $341K | $6.87K | Added$75.6K |
| B. Riley Wealth Advisors, Inc. | 3.87K | $329.9K | $3.95K | Added$3.95K |
| CALDWELL SUTTER CAPITAL, INC. | 3.7K | $319.8K | $7.62K | Added$26.8K |
| Corient Private Wealth LLC | 3.5K | $302.4K | $7.66K | Cut−$4.46K |
| Azimuth Capital Investment Management LLC | 3.48K | $300.3K | $5.8K | Added$77.1K |
| GILPIN WEALTH MANAGEMENT, LLC | 3.47K | $299.8K | $7.6K | Added$3.39K |
| Citadel | 3.46K | $299.3K | $7.59K | Cut−$584.7K |
| Mariner, LLC | 3.44K | $297.5K | $7.54K | Cut−$185.4K |
| Rossmore Private Capital | 3.42K | $296K | $7.5K | Added$7.5K |
| Moors & Cabot, Inc. | 3.37K | $291.4K | $7.39K | Added$7.38K |
| Anchor Investment Management, LLC | 3.3K | $285.4K | $7.23K | Added$7.23K |
| Chicago Partners Investment Group LLC | 3.2K | $285.3K | $3.23K | Added$3.23K |
| HUNTINGTON NATIONAL BANK | 3.23K | $279.5K | $7.09K | Added$7.09K |
| American Money Management, LLC | 3.22K | $278.3K | $7.05K | Cut−$1.79K |
| Acorn Wealth Advisors, LLC | 3.18K | $274.5K | $6.97K | Cut−$160.9K |
| Quantinno Capital Management LP | 3.08K | $265.9K | — | New |
| Integrity Advisory Solutions, LLC | 2.92K | $252.1K | — | New |
| QTR Family Wealth, LLC | 2.78K | $250.7K | −$7.49K | Cut−$7.95K |
| Cullen/Frost Bankers, Inc. | 2.85K | $246.7K | $6.22K | Added$7.69K |
| Spire Wealth Management | 2.67K | $230.3K | $2.56K | Added$132.8K |
| Advisory Services Network, LLC | 2.63K | $227.4K | $5.76K | Added$5.76K |
| Empire Financial Management Company, LLC | 2.6K | $225K | $5.48K | Added$14.3K |
| Fortis Capital Management LLC | 2.58K | $223K | $5.65K | Added$6.95K |
| IHT Wealth Management, LLC | 2.53K | $218.8K | $5.48K | Cut−$47.3K |
| Savvy Advisors, Inc. | 2.53K | $218.6K | $5.58K | Cut−$65.9K |
| Colonial Trust Co / SC | 2.5K | $216K | $5.47K | Added$5.47K |
| Mission Hills Financial Advisory, LLC | 2.48K | $214.4K | $5.37K | Added$6.24K |
| PFG Advisors | 2.44K | $211.1K | $5.38K | Cut−$400.4K |
| Centerpoint Advisory Group | 2.42K | $208.9K | $5.29K | Cut−$43.6K |
| Ausdal Financial Partners, Inc. | 2.42K | $208.9K | $5.3K | Cut−$74.5K |
| Sovran Advisors, LLC | 2.27K | $206K | $4.02K | Added$4.02K |
| Meridian Financial Advisors, LLC | 2.36K | $203.9K | $5.12K | Cut−$17.7K |
| PRIVATE TRUST CO NA | 2.35K | $203K | $5.14K | Added$5.14K |
| HOWE & RUSLING INC | 2.28K | $196.8K | $4.09K | Added$41.9K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 2.19K | $188.9K | $337 | Added$175.9K |
| GAMMA Investing LLC | 2.02K | $175K | $4.43K | Added$4.43K |
| CWM, LLC | 1.76K | $152K | $151.7K | Added$151.9K |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 1.39K | $120.8K | $3.59K | Added$3.59K |
| Sunbelt Securities, Inc. | 1.37K | $118.4K | $3K | Added$3K |
| Clearstead Advisors, LLC | 1.35K | $116.7K | $2.96K | Added$2.96K |
| Qube Research & Technologies Ltd | 1.34K | $116.1K | $1.42K | Added$61.6K |
| MAI Capital Management | 1.33K | $115.2K | $2.88K | Added$271 |
| WHITTIER TRUST CO OF NEVADA INC | 1.04K | $90.4K | $1.11K | Added$1.11K |
| Smartleaf Asset Management LLC | 1.03K | $87.5K | $123 | Added$123 |
| Atlantic Union Bankshares Corp | 1K | $86.8K | $2.2K | Added$2.2K |
| Destiny Wealth Partners, LLC | 896 | $77.4K | — | New |
| Larson Financial Group LLC | 842 | $72.8K | $1.84K | Added$1.84K |
| BlackRock, Inc. | 828 | $71.5K | $315 | Added$59.4K |
| Golden State Equity Partners | 815 | $70.4K | — | New |
| DHJJ Financial Advisors, Ltd. | 798 | $69K | $1.75K | Added$1.75K |
| Russell Investments Group, Ltd. | 687 | $59.4K | $1.5K | Cut−$9.44K |
| SHP Wealth Management | 611 | $52.8K | $1.34K | Added$1.34K |
| Asset Dedication, LLC | 450 | $38.9K | $986 | Added$986 |
| Ancora Advisors LLC | 400 | $34.6K | $876 | Added$876 |
| IFP Advisors, Inc | 382 | $33K | $837 | Cut−$847 |
| TD Waterhouse Canada Inc. | 380 | $32.8K | $835 | Added$835 |
| BFSG, LLC | 351 | $30.3K | $768 | Added$768 |
| Sunrise Financial Services, LLC | 270 | $23.3K | $592 | Added$592 |
| Vermillion Wealth Management, Inc. | 261 | $22.6K | $572 | Added$572 |
| Sound Income Strategies, LLC | 254 | $22K | −$341 | Added$8.08K |
| CENTRAL TRUST Co | 222 | $19.2K | $487 | Added$487 |
| MidFirst Bank | 222 | $19.2K | $486 | Added$486 |
| Aptus Capital Advisors, LLC | 217 | $18.8K | $475 | Cut−$331.3K |
| ASSETMARK, INC | 217 | $18.7K | $421 | Added$2.67K |
| Napier Financial, LLC | 204 | $17.6K | — | New |
| Signature Equity Partners, LLC | 196 | $16.9K | $442 | Added$528 |
| Rosenberg Matthew Hamilton | 192 | $16.6K | $421 | Added$421 |
| McIlrath & Eck, LLC | 180 | $15.6K | $394 | Added$394 |
| Nemes Rush Group LLC | 177 | $15.3K | $388 | Added$388 |
| Copia Wealth Management | 167 | $14.4K | $365 | Added$365 |
| ARMSTRONG ADVISORY GROUP, INC | 148 | $12.8K | $324 | Added$324 |
| Medallion Wealth Advisors, LLC | 142 | $12.3K | $311 | Added$311 |
| Allworth Financial LP | 134 | $11.6K | — | New |
| COUNTRY TRUST BANK | 130 | $11.2K | $284 | Added$284 |
| TWIN PEAKS WEALTH ADVISORS, LLC | 120 | $10.4K | — | New |
| Pinnacle Bancorp, Inc. | 100 | $8.64K | $219 | Added$219 |
| CoreCap Advisors, LLC | 98 | $8.47K | $197 | Added$888 |
| PlanVest Financial, Inc | 88 | $7.62K | — | Held |
| VANGUARD ADVISERS INC | 87 | $7.52K | — | Held |
| First Command Advisory Services, Inc. | 85 | $7.34K | $186 | Added$186 |
| Cambridge Investment Research Advisors, Inc. | 77.7K | $6.71K | $170 | Added$137 |
| Janney Montgomery Scott LLC | 66.5K | $5.74K | $141 | Added$278 |
| Root Financial Partners, LLC | 54 | $4.71K | $119 | Added$119 |
| Capital Advisors, Ltd. LLC | 53.6K | $4.63K | $118 | Added$121 |
| Key Capital Management, INC | 32 | $2.77K | — | New |
| Main Street Group, LTD | 15 | $1.3K | — | New |
| WEDBUSH SECURITIES INC | 14.9K | $1.29K | $33 | Cut−$6 |
| EverSource Wealth Advisors, LLC | 12 | $1.04K | — | New |
| BANK OF MONTREAL /CAN/ | 10 | $864 | — | New |
| Western Wealth Management, LLC | 8 | $691 | — | New |
| Tower Research Capital LLC (TRC) | 4 | $346 | $9 | Cut−$245.3K |
| Martin Capital Partners, LLC | 3.48K | $301 | $8 | Added$12 |
| BESSEMER GROUP INC | 3.17K | $274 | $7 | Added$7 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | 2.51K | $216 | $5 | Added$6 |
| Coston, McIsaac & Partners | 7 | $0 | $0 | Held |