| ENVESTNET ASSET MANAGEMENT INC | 1.95M | $70.6M | $7.3M | Added$21.8M |
| D.A. DAVIDSON & CO. | 1.54M | $55.7M | $7M | Added$8.83M |
| TOBIAS FINANCIAL ADVISORS, INC. | 1.07M | $38.7M | $4.9M | Added$5.91M |
| RAYMOND JAMES FINANCIAL INC | 964K | $34.8M | $1.9M | Added$22.2M |
| MORGAN STANLEY | 949K | $34.3M | $4.46M | Added$4.18M |
| BANK OF AMERICA CORP /DE/ | 888.1K | $32.1M | $3.9M | Added$6.02M |
| LPL Financial LLC | 733.7K | $26.5M | $2.08M | Added$12.6M |
| Savant Capital, LLC | 685.2K | $24.8M | $1.46M | Added$15M |
| Wealth Enhancement Trust Services, Inc. | 621K | $22.5M | $2.81M | Added$3.61M |
| SENTINEL PENSION ADVISORS, LLC | 519.2K | $18.8M | — | New |
| New England Capital Financial Advisors LLC | 496.7K | $18M | $2.32M | Added$2.41M |
| HighTower Advisors, LLC | 493.1K | $17.8M | $2.32M | Cut−$2.55M |
| Johnson Bixby & Associates, LLC | 492.4K | $17.8M | $84.6K | Added$17.2M |
| First National Advisers, LLC | 421.7K | $15.2M | — | New |
| Smartleaf Asset Management LLC | 400.2K | $14.4M | $1.32M | Added$4.63M |
| EARNED WEALTH ADVISORS, LLC | 382K | $13.8M | $1.74M | Added$2.16M |
| Eldridge Investment Advisors, Inc. | 381.5K | $13.8M | $1.73M | Added$2.24M |
| Private Wealth Asset Management, LLC | 366.3K | $13.2M | $941.1K | Added$6.95M |
| Trilogy Capital Inc. | 349K | $12.6M | $1.64M | Cut−$259.5K |
| Freedom Financial Partners LLC | 338.2K | $12.2M | $1.55M | Added$1.89M |
| First Heartland Consultants, Inc. | 297.5K | $10.8M | $1.4M | Added$1.15M |
| Curi Capital, LLC | 295.6K | $10.7M | $1.33M | Added$1.81M |
| Harbor Group, Inc. | 291.4K | $10.5M | $1.37M | Added$1.3M |
| Tilson Financial Group, Inc. | 286.8K | $10.4M | $1.31M | Added$1.62M |
| Focus Partners Wealth | 276.9K | $10M | $1.32M | Added$1.06M |
| RFG - Bristol Wealth Advisors, LLC | 273.3K | $9.88M | $1.14M | Added$2.24M |
| PRIVATE CLIENT SERVICES, LLC | 223.8K | $8.09M | $1.03M | Added$1.2M |
| CWM, LLC | 212.1K | $7.67M | $470 | Added$7.67M |
| WELLS FARGO & COMPANY/MN | 186.9K | $6.76M | $878.3K | Cut−$93.6K |
| Belpointe Asset Management LLC | 154.2K | $5.58M | — | New |
| Fortis Capital Advisors, LLC | 154.2K | $5.58M | — | New |
| CATALYST FINANCIAL PARTNERS LLC | 142.5K | $5.15M | $526K | Added$1.63M |
| Bank of New York Mellon Corp | 137.9K | $4.98M | $511K | Added$1.57M |
| UBS Group AG | 119.5K | $4.32M | $472.7K | Added$1.16M |
| Private Advisor Group, LLC | 107.7K | $3.89M | $245.8K | Added$2.25M |
| Geneos Wealth Management Inc. | 101.6K | $3.67M | $477.6K | Added$351.5K |
| ROYAL BANK OF CANADA | 91.5K | $3.31M | $64.8K | Added$2.87M |
| MBE Wealth Management, LLC | 88.3K | $3.19M | $414.8K | Added$379.6K |
| JPMORGAN CHASE & CO | 76.7K | $2.76M | $12.4K | Added$2.67M |
| Apollon Wealth Management, LLC | 73.7K | $2.66M | $346.4K | Added$253.5K |
| United Advisor Group, LLC | 68.8K | $2.49M | $290.1K | Added$546.1K |
| Regal Investment Advisors LLC | 68K | $2.46M | $319.6K | Added$122.9K |
| KWB Wealth | 75.3K | $2.37M | $9 | Cut−$14.4K |
| CAPTRUST FINANCIAL ADVISORS | 62.2K | $2.25M | $273.8K | Added$416.4K |
| Coastal Bridge Advisors, LLC | 60.6K | $2.19M | $244K | Added$558.8K |
| Sanctuary Advisors, LLC | 59.1K | $2.14M | $258.1K | Added$410.5K |
| SCOTIA CAPITAL INC. | 57.4K | $2.07M | $220.8K | Added$597.1K |
| Illumine Investment Management, LLC | 55.2K | $1.99M | $254.8K | Added$289.6K |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | 51.5K | $1.86M | $242.3K | Added$168.8K |
| Brooklyn Investment Group | 47.8K | $1.73M | $204.3K | Added$332.9K |
| Register Financial Advisors LLC | 47.6K | $1.72M | $215.6K | Added$277.5K |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | 47.3K | $1.71M | $175.1K | Added$538.1K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 44.3K | $1.61M | $185.7K | Added$155.2K |
| Larson Financial Group LLC | 44.1K | $1.59M | $207.1K | Added$151.1K |
| Pathstone Holdings, LLC | 42.4K | $1.53M | — | New |
| Merit Financial Group, LLC | 41.7K | $1.51M | $65.7K | Added$1.07M |
| Twelve Points Wealth Management LLC | 40.5K | $1.46M | $148.5K | Added$199.6K |
| Summit Financial, LLC | 39.8K | $1.44M | $187K | Cut−$507K |
| Independent Family Office, LLC | 39.6K | $1.43M | $186.2K | Added$186.2K |
| Mariner, LLC | 39.5K | $1.43M | $158.6K | Added$365.2K |
| HORAN Wealth, LLC | 45K | $1.42M | $0 | Held |
| Intrua Financial, LLC | 38.3K | $1.38M | $179.9K | Cut−$209.2K |
| XML Financial, LLC | 36.3K | $1.31M | $131.1K | Added$434.4K |
| Elevation Capital Advisory, LLC | 32.6K | $1.18M | $60K | Added$775.8K |
| Waverly Advisors, LLC | 32.2K | $1.16M | $44.3K | Added$868.6K |
| Aviance Capital Partners, LLC | 31.4K | $1.13M | $147.6K | Added$146.2K |
| SHELTON CAPITAL MANAGEMENT | 30.7K | $1.11M | — | New |
| &PARTNERS | 30.1K | $1.09M | — | New |
| WIN ADVISORS, INC | 27.7K | $1M | — | New |
| OSAIC HOLDINGS, INC. | 27.5K | $995.7K | $129.5K | Added$123.5K |
| Kestra Advisory Services, LLC | 27K | $975K | $126.7K | Added$113.3K |
| Orion Porfolio Solutions, LLC | 26.7K | $966.7K | $125.7K | Added$33.4K |
| Compound Planning, Inc. | 26.3K | $949.8K | — | New |
| STIFEL FINANCIAL CORP | 25.2K | $911.9K | $65.9K | Added$470.6K |
| Farther Finance Advisors, LLC | 23.8K | $860.2K | $98K | Added$197.1K |
| ECLECTIC ASSOCIATES INC /ADV | 22K | $796.8K | $81.9K | Added$249.2K |
| Fermata Advisors, LLC | 21.9K | $790.8K | $88.5K | Added$198.8K |
| Cetera Investment Advisers | 20K | $721.6K | $93.8K | Added$13.5K |
| Veracity Capital LLC | 19.7K | $711.1K | $92.5K | Added$92K |
| Crusonia Wealth Advisors LLC | 19.4K | $700.2K | — | New |
| Legacy Financial Group LLC | 18.8K | $678.4K | $35.3K | Added$26.1K |
| Keystone Financial Group | 18.6K | $670.9K | $87.2K | Added$81K |
| XY Planning Network, Inc. | 17.7K | $639.3K | $82.4K | Added$82.4K |
| Pasadena Private Wealth, LLC | 15.8K | $570.7K | $69.2K | Added$107.1K |
| Cornerstone Wealth Management, LLC | 15.1K | $545.3K | $67.2K | Added$95.5K |
| PRAIRIEVIEW WEALTH PARTNERS, LLC | 14.3K | $516.1K | $67.1K | Added$61.7K |
| FLAGSHIP HARBOR ADVISORS, LLC | 14.2K | $514K | — | New |
| CITY NATIONAL BANK OF FLORIDA /MSD | 13K | $470.1K | $61.1K | Added$61.1K |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | 12.5K | $453.6K | $59K | Added$2.34K |
| Waterloo Capital, L.P. | 12.4K | $449.6K | — | New |
| COMMONWEALTH EQUITY SERVICES, LLC | 12.3K | $445.4K | $40K | Added$177.8K |
| DAVIDSON TRUST CO | 11.9K | $431.3K | $54.7K | Added$64.6K |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 11.8K | $425.2K | $55.3K | Added$16.8K |
| Composition Wealth, LLC | 11.4K | $413.6K | $53.8K | Added$37.9K |
| Retireful, LLC | 11.3K | $409.7K | — | New |
| BANK OF MONTREAL /CAN/ | 11.2K | $405.9K | $51.6K | Added$60.9K |
| Wealthcare Advisory Partners LLC | 11.1K | $400.9K | $50.5K | Added$62.8K |
| Advisors Asset Management, Inc. | 11.1K | $399.9K | $52K | Cut−$159.1K |
| Shepherd Financial Partners LLC | 10.7K | $385.8K | $44K | Added$91K |
| Ignite Planners, LLC | 10.5K | $379.5K | $22.5K | Added$40.2K |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 9.3K | $340.6K | — | New |
| Equitable Holdings, Inc. | 10.6K | $332.3K | — | New |
| THOMPSON DAVIS & CO., INC. | 9.1K | $329K | — | New |
| L.K. Benson & Company, P.C. | 8.98K | $324.8K | $42.2K | Added$42.4K |
| LaSalle St. Investment Advisors, LLC | 8.87K | $320.5K | $320.1K | Added$320.2K |
| EverSource Wealth Advisors, LLC | 7.75K | $280K | $14.7K | Added$181.3K |
| HCR Wealth Advisors | 7.59K | $274.4K | $35.7K | Cut−$58.5K |
| MONECO ADVISORS, LLC | 7.49K | $270.8K | — | New |
| JANE STREET GROUP, LLC | 7.35K | $265.7K | $34.5K | Cut−$1.05M |
| Atria Investments, Inc | 7.35K | $265.6K | $34.5K | Cut−$1.66M |
| World Investment Advisors | 7.15K | $258.5K | — | New |
| RFG Advisory, LLC | 7.09K | $256.3K | — | New |
| Cornerstone Wealth Group, LLC | 6.86K | $248.8K | $33K | Added$29.6K |
| NBC SECURITIES, INC. | 6.86K | $247.8K | — | New |
| Knuff & Co LLC | 6.74K | $243.7K | — | New |
| Federation des caisses Desjardins du Quebec | 6K | $216.9K | $28.2K | Added$28.2K |
| Brookwood Investment Group LLC | 5.83K | $210.6K | — | New |
| SWF LLC | 5.79K | $209.5K | — | New |
| Breakwater Investment Management | 5.27K | $190.4K | $2.92K | Added$170.9K |
| Rockefeller Capital Management L.P. | 3.9K | $141.1K | $18.3K | Added$17.1K |
| HARBOUR INVESTMENTS, INC. | 3.81K | $137.6K | $17.4K | Added$21.4K |
| SBI Securities Co., Ltd. | 3.69K | $133.2K | $10.2K | Added$64.7K |
| JFS WEALTH ADVISORS, LLC | 3.27K | $118.4K | $15.4K | Added$15.4K |
| FIFTH THIRD BANCORP | 3.21K | $116.1K | — | New |
| HANTZ FINANCIAL SERVICES, INC. | 1.98M | $71.6K | $8.73K | Added$13.2K |
| US BANCORP \DE\ | 1.97K | $71.3K | — | New |
| JONES FINANCIAL COMPANIES LLLP | 1.96K | $70.3K | $8.67K | Added$3.11K |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 1.59K | $57.4K | $209 | Added$56.1K |
| Advisory Services Network, LLC | 796 | $28.8K | — | New |
| Golden State Equity Partners | 778 | $28.1K | — | New |
| Capital Analysts, LLC | 696.9K | $25.2K | $3.27K | Added$2.98K |
| PRIVATE TRUST CO NA | 600 | $21.7K | $2.82K | Added$2.82K |
| Steward Partners Investment Advisory, LLC | 400 | $14.5K | $1.88K | Added$1.88K |
| SIGNATUREFD, LLC | 350 | $12.7K | $1.52K | Added$2.6K |
| Thrivent Financial for Lutherans | 343.3K | $12.4K | $1.52K | Added$1.85K |
| MAI Capital Management | 296 | $10.7K | $1.39K | Added$1.39K |
| ASSETMARK, INC | 256 | $9.25K | $1.2K | Added$1.2K |
| Signature Equity Partners, LLC | 175 | $6.33K | $822 | Added$822 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 114 | $4.12K | — | New |
| Cheviot Value Management, LLC | 111 | $4.01K | $176 | Added$176 |
| Root Financial Partners, LLC | 90 | $3.25K | $423 | Added$423 |
| Golden State Wealth Management, LLC | 79 | $2.86K | $371 | Added$371 |
| Parallel Advisors, LLC | 54 | $1.95K | $254 | Added$254 |
| Cambridge Investment Research Advisors, Inc. | 51.1K | $1.85K | $236 | Added$272 |
| Janney Montgomery Scott LLC | 48K | $1.74K | — | New |
| Betterment LLC | 21.8K | $787 | $86 | Added$210 |
| Mosley Wealth Management | 19 | $587 | — | New |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 9 | $334 | $44 | Added$44 |
| SIMPLEX TRADING, LLC | 2 | $72 | — | New |
| Fidelity | 1 | $36 | — | New |
| CX Institutional | 137 | $5 | $1 | Added$1 |