| BANK OF AMERICA CORP /DE/ | 4.47M | $135M | $3.03M | Added$107.1M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 2.11M | $59.8M | $1.45M | Cut−$20.4M |
| Boothe Investment Group, Inc. | 1.74M | $52.6M | $5.12M | Added$5.43M |
| Concurrent Investment Advisors, LLC | 1.46M | $44.3M | — | New |
| CITIGROUP INC | 1.35M | $40.7M | $214.6K | Added$38.7M |
| ENVESTNET ASSET MANAGEMENT INC | 1.27M | $38.5M | $1.49M | Added$24.8M |
| LPL Financial LLC | 1.05M | $31.8M | $3.12M | Added$2.61M |
| Independence Wealth Advisors, LLC | 951.5K | $28.8M | $2.63M | Added$4.49M |
| AE Wealth Management LLC | 938.9K | $28.4M | $2.78M | Added$1.73M |
| UBS Group AG | 809.8K | $24.5M | $11.1K | Added$24.4M |
| IAG Wealth Partners, LLC | 794.9K | $24M | $2.35M | Added$1.89M |
| HighTower Advisors, LLC | 683.6K | $20.7M | $1.56M | Added$6.25M |
| Altiora Financial Group, LLC | 630.4K | $19.1M | $1.87M | Added$937.4K |
| ASSETMARK, INC | 526.1K | $15.9M | $1.56M | Added$526.1K |
| Pasadena Private Wealth, LLC | 523.7K | $15.8M | $846.7K | Added$8.03M |
| ABBINGTON INVESTMENT GROUP | 512.7K | $15.5M | $1.37M | Added$2.9M |
| Beaumont Financial Advisors, LLC | 501K | $15.1M | — | New |
| &PARTNERS | 488.6K | $14.8M | $1.4M | Added$1.88M |
| Fielder Capital Group LLC | 468.1K | $14.1M | $1.24M | Added$2.76M |
| MML INVESTORS SERVICES, LLC | 435.2K | $13.2M | $344.7K | Added$9.98M |
| PEAK FINANCIAL ADVISORS LLC | 430.4K | $13M | $1.27M | Cut−$2.89M |
| Orion Porfolio Solutions, LLC | 423.8K | $12.8M | $1.25M | Cut−$1.46M |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 404.6K | $12.2M | $1.2M | Added$500.3K |
| Ferguson Shapiro LLC | 402.7K | $12.2M | $1.14M | Added$1.66M |
| Deane Retirement Strategies, Inc. | 399.3K | $12.1M | $578.7K | Added$6.77M |
| OmniStar Financial Group, Inc. | 394.4K | $11.9M | $1.11M | Added$1.64M |
| TRUIST FINANCIAL CORP | 382K | $11.5M | $1.1M | Added$1.43M |
| RAYMOND JAMES FINANCIAL INC | 373.3K | $11.3M | $992.9K | Added$2.14M |
| Compound Planning, Inc. | 371.6K | $11.2M | $1.1M | Added$1.11M |
| Beacon Capital Management, Inc. | 349K | $10.5M | $553.4K | Added$5.45M |
| THEORY FINANCIAL LLC | 338.2K | $10.2M | $335.2K | Added$4.6M |
| Elevated Capital Advisors, LLC | 334.8K | $10.1M | $983.1K | Added$1.07M |
| COWA, LLC | 301.3K | $9.1M | $814K | Added$1.61M |
| WELLS FARGO & COMPANY/MN | 286.2K | $8.65M | $2.51K | Added$8.63M |
| Aspen Wealth Strategies, LLC | 261.9K | $7.92M | $760K | Added$916.2K |
| Atria Investments, Inc | 227.3K | $6.87M | $520.9K | Added$2.07M |
| Philip James Wealth Mangement, LLC | 215.8K | $6.52M | $638.9K | Cut−$1.57M |
| Kestra Advisory Services, LLC | 208.6K | $6.3M | $408.8K | Added$2.54M |
| Longview Financial Advisors, Inc. | 206.4K | $6.24M | $564.7K | Added$1.04M |
| Belpointe Asset Management LLC | 202.3K | $6.11M | $594.4K | Added$639.3K |
| CSS LLC/IL | 193.9K | $5.86M | $572.8K | Added$583.8K |
| OSAIC HOLDINGS, INC. | 190.7K | $5.76M | $564.2K | Cut−$700.7K |
| MORGAN STANLEY | 188.6K | $5.7M | $558.1K | Cut−$2.16M |
| CWM, LLC | 187.3K | $5.66M | $5.65M | Added$5.58M |
| MAI Capital Management | 182.8K | $5.53M | $541.2K | Added$526.9K |
| Key Capital Management, INC | 182.3K | $5.51M | $472.8K | Added$1.16M |
| Clark Capital Management Group, Inc. | 173.4K | $5.24M | $513.2K | Cut−$3.95M |
| Brookwood Investment Group LLC | 172.8K | $5.22M | $58.8K | Added$4.68M |
| STIFEL FINANCIAL CORP | 165.1K | $4.99M | $384.9K | Added$1.45M |
| NorthCrest Asset Manangement, LLC | 160.3K | $4.93M | $516.2K | Added$68.8K |
| CreativeOne Wealth, LLC | 160.8K | $4.86M | $300.6K | Added$2.09M |
| MONEY CONCEPTS CAPITAL CORP | 152.6K | $4.61M | — | New |
| Simplify Asset Management Inc. | 151.4K | $4.57M | — | New |
| HOWARD BAILEY SECURITIES, LLC | 139.6K | $4.22M | $377.5K | Added$741K |
| PMV Capital Advisers, LLC | 138K | $4.17M | $387.2K | Added$604.3K |
| Fiduciary Alliance LLC | 142.2K | $4.17M | $116.5K | Added$2.61M |
| Upper Left Wealth Management, LLC | 133K | $4.02M | $352.5K | Added$772.9K |
| Waterloo Capital, L.P. | 129.1K | $3.9M | — | New |
| Clear Creek Financial Management, LLC | 128.7K | $3.89M | $367.1K | Added$509.5K |
| Cumberland Partners Ltd | 125.5K | $3.79M | $326.6K | Added$784.3K |
| Private Advisor Group, LLC | 125.1K | $3.78M | $370.4K | Added$307K |
| TriaGen Wealth Management LLC | 118.3K | $3.57M | $340.1K | Added$442.2K |
| Dynamic Advisor Solutions LLC | 118K | $3.56M | $327.4K | Added$549.7K |
| FINANCIAL DISCOVERY GROUP INC | 116.6K | $3.52M | — | Held |
| Western Wealth Management, LLC | 114.5K | $3.46M | $328.5K | Added$436.3K |
| B.O.S.S. Retirement Advisors, LLC | 109.6K | $3.31M | $312K | Added$436.9K |
| Sanctuary Advisors, LLC | 107.8K | $3.26M | $284K | Added$641.2K |
| Sound Financial Strategies Group, LLC | 104.1K | $3.15M | $221.1K | Added$1.11M |
| FSA Advisors, Inc. | 99.7K | $3.01M | $295.1K | Added$217.7K |
| Apollon Wealth Management, LLC | 98.3K | $2.97M | $134.7K | Added$1.73M |
| Cambria Investment Management, L.P. | 96.7K | $2.92M | $195.5K | Added$1.12M |
| Encompass More Asset Management | 96.3K | $2.91M | $171.1K | Added$1.33M |
| Stratos Investment Management, LLC | 94.8K | $2.87M | $280.7K | Cut−$544.5K |
| Steward Partners Investment Advisory, LLC | 93.4K | $2.82M | $276.5K | Cut−$22.7K |
| Almanack Investment Partners, LLC. | 86.6K | $2.62M | — | New |
| ROYAL BANK OF CANADA | 82.4K | $2.49M | $243.6K | Added$149K |
| Vise Technologies, Inc. | 91.1K | $2.48M | $0 | Held |
| Wealthcare Advisory Partners LLC | 81.8K | $2.47M | $242.2K | Cut−$156.6K |
| Empirical Asset Management, LLC | 79.7K | $2.41M | $224.9K | Added$336.1K |
| Beacon Capital Management, LLC | 79.5K | $2.4M | $235.4K | Cut−$1.09M |
| Pekin Hardy Strauss, Inc. | 79.4K | $2.4M | $196.6K | Added$589K |
| MANNING & NAPIER ADVISORS LLC | 76.7K | $2.35M | $133.9K | Added$1.32M |
| Professional Financial Advisors, LLC | 76.4K | $2.31M | $122.8K | Added$1.18M |
| Authentikos Wealth Advisory, LLC | 75.4K | $2.28M | $223.1K | Cut−$38.4K |
| RETIREMENT GUYS FORMULA LLC | 74K | $2.24M | $131.7K | Added$1.02M |
| Collaborative Fund Advisors, LLC | 73.4K | $2.22M | — | Held |
| Baird Financial Group, Inc. | 67.1K | $2.03M | $198.7K | Cut−$2.31M |
| Farther Finance Advisors, LLC | 68.5K | $2.02M | $127K | Added$452.2K |
| EXCHANGE TRADED CONCEPTS, LLC | 66K | $1.99M | — | New |
| BANK OF NOVA SCOTIA | 66K | $1.99M | $195.4K | Added$195.4K |
| Latitude Advisors, LLC | 65.8K | $1.99M | $139.7K | Added$701.3K |
| Austin Wealth Management, LLC | 62.1K | $1.92M | $212.6K | Cut−$651.7K |
| Proficio Capital Partners LLC | 63.3K | $1.92M | $189.4K | Added$219.2K |
| Wealth Enhancement Trust Services, Inc. | 62.3K | $1.88M | $163.5K | Added$376.3K |
| CAPITAL FINANCIAL GROUP INC\CO\ /ADV | 60.6K | $1.83M | $165.2K | Added$309K |
| Optivise Advisory Services LLC | 60.2K | $1.82M | $178.3K | Cut−$433 |
| Mariner, LLC | 59.7K | $1.8M | $146.4K | Added$455K |
| Darwin Wealth Management, LLC | 59.5K | $1.8M | $176.2K | Added$64.8K |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 59.3K | $1.79M | — | New |
| FMA Wealth Management, LLC | 57.3K | $1.73M | $167.7K | Added$186.4K |
| Blackston Financial Advisory Group, LLC | 55.5K | $1.68M | $143.3K | Added$357K |
| RFG Advisory, LLC | 55K | $1.66M | $152K | Added$261.1K |
| ORG Wealth Partners, LLC | 54.7K | $1.65M | $135.8K | Added$403.3K |
| Sharp Wealth Advisory, LLC | 53.4K | $1.61M | $158.1K | Cut−$42K |
| Delta Investment Management, LLC | 51.2K | $1.55M | $143.2K | Added$227.2K |
| Arrowroot Family Office, LLC | 49K | $1.48M | — | New |
| Integrated Wealth Concepts LLC | 46.2K | $1.4M | $93K | Added$539.4K |
| PRINCIPAL SECURITIES, INC. | 44.8K | $1.35M | $132.6K | Cut−$144.7K |
| Andina Capital Management, LLC | 44.4K | $1.34M | $131.5K | Cut−$243.9K |
| Fermata Advisors, LLC | 44.3K | $1.34M | $122.1K | Added$212.5K |
| Citadel | 43.9K | $1.33M | — | New |
| Magnolia Private Wealth, LLC | 43.7K | $1.32M | $101.6K | Added$383.9K |
| Roan Capital Partners | 42.7K | $1.29M | — | Held |
| GREAT VALLEY ADVISOR GROUP, INC. | 42.3K | $1.28M | $96.7K | Added$382.6K |
| PFG Investments, LLC | 41.4K | $1.25M | $101.9K | Added$311.8K |
| Networth Advisors, LLC | 40.5K | $1.22M | $102.6K | Added$279.6K |
| SECURED RETIREMENT ADVISORS, LLC | 38.7K | $1.17M | $114.6K | Cut−$101.2K |
| Aries Wealth Management | 38.5K | $1.16M | $114K | Added$64.9K |
| Legacy Capital Group California, Inc. | 35.8K | $1.08M | — | New |
| Global View Capital Management LLC | 35.6K | $1.08M | $84.6K | Added$296.8K |
| MATHER GROUP, LLC. | 32.8K | $990.9K | — | New |
| Advisory Services Network, LLC | 32.4K | $979.2K | — | New |
| Global Wealth Strategies & Associates | 31.9K | $963.3K | $92K | Added$116.2K |
| NWAM LLC | 30.9K | $934.3K | $52.5K | Added$53.1K |
| ENTREWEALTH, LLC | 29.4K | $888.9K | $48.6K | Added$159.7K |
| COMMONWEALTH EQUITY SERVICES, LLC | 27.6K | $834.1K | $81.7K | Added$27.6K |
| WCG Wealth Advisors LLC | 27.1K | $818.6K | $45.2K | Added$402.2K |
| Financial Enhancement Group LLC | 27.6K | $784.6K | — | New |
| Worth Asset Management, LLC | 25.4K | $766.6K | — | New |
| FIRST BUSINESS FINANCIAL SERVICES, INC. | 24.2K | $730.7K | — | New |
| Ignite Planners, LLC | 23.9K | $723.6K | $52K | Cut−$19.1K |
| INDEPENDENT FINANCIAL GROUP, LLC | 23.8K | $718.4K | $61.1K | Added$155.6K |
| Hilltop Holdings Inc. | 23.2K | $702K | $68.8K | Cut−$309K |
| NATIONAL BANK OF CANADA /FI/ | 22.8K | $686.3K | $65.6K | Added$13.7K |
| Cambridge Advisors Inc. | 21.2K | $639.3K | $62.6K | Cut−$10.1K |
| INTEGRITY ALLIANCE, LLC. | 21.1K | $638.2K | — | New |
| SHP Wealth Management | 20.8K | $628.5K | $52K | Added$149.3K |
| GWN SECURITIES INC. | 20.6K | $622K | $25K | Added$391.3K |
| City Center Advisors, LLC | 20.6K | $621.1K | $60.8K | Added$46.1K |
| Signet Private Wealth LLC | 20.3K | $614.6K | $48.9K | Added$164.3K |
| Insight Wealth Strategies, LLC | 19.7K | $594.9K | $58.3K | Cut−$449.1K |
| Prime Capital Investment Advisors, LLC | 19.4K | $586.8K | $57.1K | Added$60.8K |
| Independent Advisor Alliance | 19K | $573.1K | — | New |
| KENNEDY INVESTMENT GROUP | 18.2K | $551.3K | $46.5K | Added$123.2K |
| Ausdal Financial Partners, Inc. | 17.7K | $535.5K | $39.7K | Added$169.7K |
| Luminist Capital LLC | 17.5K | $529.9K | $51.9K | Added$44.5K |
| Tidal Investments LLC | 17.4K | $525.7K | — | New |
| Great Diamond Partners, LLC | 17.3K | $523.1K | $41.1K | Added$145K |
| Able Wealth Management LLC | 16.9K | $510.8K | $50K | Added$16.6K |
| CARY STREET PARTNERS FINANCIAL LLC | 16.8K | $508.6K | $49.8K | Added$42.8K |
| Navis Wealth Advisors, LLC | 16.4K | $497K | — | New |
| Composition Wealth, LLC | 16.4K | $496.7K | $48.7K | Cut−$814.2K |
| Savvy Advisors, Inc. | 16.2K | $489.3K | — | New |
| Axim Planning & Wealth | 16K | $482.9K | $37.4K | Added$138.1K |
| CAP Partners, LLC | 15.6K | $472.7K | $44K | Added$67.6K |
| Claro Advisors Inc. | 14.8K | $448K | — | New |
| Advyzon Investment Management, LLC | 14K | $423K | $36.7K | Added$84.9K |
| MGO ONE SEVEN LLC | 13.6K | $411.8K | $40.3K | Added$21.3K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 13.3K | $401.4K | $36.2K | Added$67.8K |
| Ethos Financial Group, LLC | 12.6K | $381.2K | $37.3K | Cut−$6.85K |
| Marex Group plc | 12.5K | $377.8K | — | New |
| Decker Retirement Planning Inc. | 12.5K | $376.7K | $36.9K | Added$3.46K |
| Strive Financial Group ,LLC | 12.2K | $369K | $22.1K | Added$167.5K |
| Cetera Investment Advisers | 12.2K | $367.3K | $36K | Cut−$219.2K |
| Creative Planning | 12.1K | $365K | $29.9K | Added$89.7K |
| Solstein Capital, LLC | 11.8K | $357.7K | $35K | Added$16.5K |
| Blueprint Financial Advisors LLC | 11.4K | $345.5K | $33.8K | Added$16.9K |
| Blueprint Investment Partners LLC | 11.4K | $345.5K | $33.8K | Added$16.9K |
| Omnitrust Wealth Management, Inc | 11.2K | $338.1K | — | New |
| Advisor Resource Council | 11K | $331.2K | $23.5K | Added$81K |
| Firestone Capital Management | 10.8K | $327K | $24.7K | Added$99.4K |
| Beacon Pointe Advisors, LLC | 10.8K | $326.6K | $23.7K | Added$108.7K |
| Genesis Wealth Advisors, LLC | 10.8K | $325.3K | $31.9K | Added$31.9K |
| Icahn Capital | 10.4K | $314.3K | $30.8K | Added$14.5K |
| Archford Capital Strategies, LLC | 10.4K | $314.2K | $30.8K | Cut−$4.18M |
| GeoWealth Management, LLC | 10.2K | $309K | — | New |
| Orcam Financial Group | 10.1K | $306.4K | $30K | Added$30K |
| Legacy Private Trust Co. | 10K | $302.2K | — | New |
| KWB Wealth | 11K | $298.5K | −$12 | Cut−$3.5K |
| Resurgent Financial Advisors LLC | 9.87K | $298.2K | $29.2K | Added$7.31K |
| POM Investment Strategies, LLC | 9.56K | $288.8K | $28.3K | Cut−$6.22M |
| StoneX Group Inc. | 9.2K | $278.1K | $23.2K | Added$64.3K |
| Mutual Advisors, LLC | 8.72K | $263.4K | $25.3K | Added$30.1K |
| Stratos Wealth Advisors, LLC | 8.47K | $256.1K | $25.1K | Added$22.1K |
| Advisors Preferred, LLC | 8.06K | $243.5K | — | New |
| Innovative Wealth Building LLC | 7.81K | $235.9K | — | New |
| LifeWealth Investments, LLC | 7.68K | $232.1K | — | New |
| Inspire Advisors, LLC | 7.52K | $227.3K | — | New |
| Golden State Equity Partners | 7.25K | $219.1K | — | New |
| Trajan Wealth LLC | 7.08K | $213.9K | — | New |
| Csenge Advisory Group | 6.98K | $210.8K | — | New |
| PFG Advisors | 6.87K | $207.7K | $20.3K | Cut−$36.2K |
| Allie Family Office LLC | 6.72K | $203K | — | New |
| J.Safra Asset Management Corp | 5.96K | $180.1K | $17.1K | Added$22.3K |
| IFP Advisors, Inc | 5.28K | $159.6K | $15.6K | Cut−$108.8K |
| NBC SECURITIES, INC. | 5.2K | $157.1K | $14.9K | Added$19.5K |
| Legacy Wealth Managment, LLC/ID | 4.67K | $141K | — | New |
| JPMORGAN CHASE & CO | 4.55K | $139.4K | $766 | Added$133.2K |
| Allworth Financial LP | 3.31K | $100K | — | New |
| Ankerstar Wealth, LLC | 3.28K | $99K | $9.7K | Cut−$60.9K |
| Raleigh Capital Management Inc. | 3.19K | $96.2K | — | New |
| CoreCap Advisors, LLC | 1.73K | $52.3K | $5.13K | Cut−$10.1K |
| SIMPLEX TRADING, LLC | 1.7K | $51.4K | — | New |
| Reyes Financial Architecture, Inc. | 1.69K | $51K | $4.68K | Added$7.86K |
| BANK OF MONTREAL /CAN/ | 1.47K | $44.5K | $4.36K | Added$4.48K |
| FIFTH THIRD BANCORP | 1.43K | $43.2K | — | New |
| Parallel Advisors, LLC | 1.39K | $42K | — | New |
| WFA of San Diego, LLC | 1.21K | $36.5K | $3.58K | Added$1.94K |
| EVOLUTION WEALTH MANAGEMENT INC. | 979 | $29.6K | $2.9K | Added$2.9K |
| Federation des caisses Desjardins du Quebec | 976 | $29.5K | $2.89K | Added$2.89K |
| MBM WEALTH CONSULTANTS, LLC | 939 | $28.4K | — | New |
| Signature Equity Partners, LLC | 887 | $26.8K | $343 | Added$23.5K |
| Triumph Capital Management | 845 | $25.5K | $2.5K | Added$2.5K |
| Geneos Wealth Management Inc. | 670 | $20.2K | $1.75K | Added$4.11K |
| Quest 10 Wealth Builders, Inc. | 521 | $15.7K | — | New |
| Golden State Wealth Management, LLC | 415 | $12.5K | $1.22K | Added$1.31K |
| Sound Income Strategies, LLC | 415 | $12.2K | $793 | Cut−$36K |
| PNC Financial Services Group, Inc. | 387 | $11.7K | — | New |
| Cambridge Investment Research Advisors, Inc. | 353.1K | $10.7K | $932 | Added$2.09K |
| MPWM ADVISORY SOLUTIONS, LLC | 236 | $7.13K | $699 | Added$699 |
| Kingdom Financial Group LLC. | 229 | $6.92K | — | New |
| Lloyd Advisory Services, LLC. | 229 | $6.92K | $677 | Cut−$531.8K |
| Clearstead Advisors, LLC | 200 | $6.04K | $592 | Cut−$6.77K |
| BROWN, LISLE/CUMMINGS, INC. | 134 | $4.05K | — | New |
| Vision Retirement, LLC | 115 | $3.48K | — | New |
| NVWM, LLC | 100 | $3.02K | $296 | Added$296 |
| HARBOUR INVESTMENTS, INC. | 96 | $2.9K | $284 | Cut−$10.3K |
| R. W. Roge & Company, Inc. | 76.4K | $2.31K | $226 | Cut−$648 |
| PRIVATE TRUST CO NA | 43 | $1.28K | $108 | Cut−$49K |
| Betterment LLC | 39.7K | $1.2K | $61 | Added$635 |
| Cornerstone Planning Group LLC | 36 | $1.13K | $90 | Added$121 |
| Capital Advisor Network LLC | 25 | $756 | — | Held |
| Park Square Financial Group, LLC | 19 | $574 | — | New |
| PARK AVENUE SECURITIES LLC | 16.3K | $492 | $49 | Cut−$183 |
| WEDBUSH SECURITIES INC | 13.8K | $418 | $41 | Cut−$703 |
| Tower Research Capital LLC (TRC) | 2 | $60 | — | New |