| BANK OF AMERICA CORP /DE/ | 1.51M | $130M | $2.23M | Cut−$9.71M |
| MORGAN STANLEY | 1.22M | $105M | $1.72M | Added$6.33M |
| LPL Financial LLC | 901.1K | $77.8M | $1.24M | Added$6.64M |
| WELLS FARGO & COMPANY/MN | 372.6K | $32.2M | $551.4K | Cut−$1.09M |
| 626 Financial, LLC | 294.9K | $25.5M | $436.4K | Cut−$1.17M |
| RAYMOND JAMES FINANCIAL INC | 273.1K | $23.6M | $383.8K | Added$1.58M |
| Connecticut Wealth Management, LLC | 268.9K | $23.2M | $398K | Added$398K |
| Pinnacle Financial Group, LLC / IL | 245.1K | $21.2M | $362.8K | Cut−$446.1K |
| Retirement Planning Group, LLC | 235.6K | $20.3M | $348.7K | Cut−$616.6K |
| Kestra Advisory Services, LLC | 224.2K | $19.4M | $295.7K | Added$2.4M |
| HighTower Advisors, LLC | 180.7K | $15.6M | $267.4K | Cut−$826.5K |
| Sanctuary Advisors, LLC | 149.8K | $12.9M | $101.8K | Added$7.1M |
| Atria Investments, Inc | 147.4K | $12.7M | $108.5K | Added$6.51M |
| Cetera Investment Advisers | 143.5K | $12.4M | $210.9K | Added$291K |
| AMERIPRISE FINANCIAL INC | 142.6K | $12.3M | $208.6K | Added$398.2K |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 119.1K | $10.3M | $149.5K | Added$1.71M |
| Vertex Planning Partners, LLC | 100K | $8.64M | $143.9K | Added$379.9K |
| UBS Group AG | 95.6K | $8.25M | $134.9K | Added$515.7K |
| Melone Private Wealth, LLC | 83.9K | $7.24M | $118.7K | Added$434.4K |
| OSAIC HOLDINGS, INC. | 76.8K | $6.63M | $113.7K | Cut−$2.17M |
| ENVESTNET ASSET MANAGEMENT INC | 72K | $6.21M | $86.7K | Added$1.24M |
| Vestmark Advisory Solutions, Inc. | 72K | $6.21M | $99.7K | Added$497.2K |
| JPMORGAN CHASE & CO | 72.3K | $6.13M | −$11.3K | Added$143.7K |
| ROYAL BANK OF CANADA | 69.6K | $6.01M | $103.1K | Cut−$1.35M |
| FFG RETIREMENT ADVISORS LLC | 60.2K | $5.2M | $89.1K | Cut−$1.22M |
| Envision Financial LLC | 55.7K | $4.81M | $82.4K | Cut−$753.9K |
| Steward Partners Investment Advisory, LLC | 52.5K | $4.53M | $74.5K | Added$260.6K |
| Pathstone Holdings, LLC | 52.1K | $4.5M | $77.1K | Added$77.1K |
| CWM, LLC | 48.6K | $4.2M | $4.2M | Added$4.2M |
| Merit Financial Group, LLC | 38.8K | $3.35M | $57.4K | Added$8.86K |
| Corient Private Wealth LLC | 38K | $3.28M | $56.2K | Added$56.2K |
| Creative Planning | 33.8K | $2.92M | $50.1K | Added$27.5K |
| LCNB CORP | 33.4K | $2.88M | $49.4K | Added$49.4K |
| Certified Advisory Corp | 32.1K | $2.77M | $47.5K | Cut−$117.8K |
| COMMONWEALTH EQUITY SERVICES, LLC | 31.9K | $2.76M | $47.2K | Cut−$217K |
| Focus Partners Wealth | 30.9K | $2.7M | $75.5K | Added$51.6K |
| Avant Capital LLC | 31K | $2.68M | $45.9K | Cut−$9.87K |
| Rockefeller Capital Management L.P. | 29.8K | $2.57M | $43.9K | Added$52.9K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 27.2K | $2.35M | $38.6K | Added$132.7K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 26K | $2.24M | — | New |
| Mariner, LLC | 24.8K | $2.14M | $36.7K | Added$30.6K |
| Gateway Wealth Partners, LLC | 22.2K | $1.92M | $15.8K | Added$1.01M |
| AssuredPartners Investment Advisors, LLC | 20.2K | $1.76M | $39.9K | Cut−$14.7K |
| Stratos Wealth Partners, LTD. | 20.1K | $1.74M | $28.1K | Added$123.3K |
| VERUS CAPITAL PARTNERS, LLC | 20.1K | $1.74M | $29.7K | Added$42.3K |
| SONATA CAPITAL GROUP INC | 19K | $1.65M | $28.2K | Cut−$1.52K |
| GOLDMAN SACHS GROUP INC | 19K | $1.64M | $28.2K | Cut−$418.8K |
| CHERRYDALE WEALTH MANAGEMENT, LLC | 18.7K | $1.61M | $27.6K | Added$34.4K |
| Fidelity | 18.6K | $1.61M | $25.7K | Added$131.7K |
| Clearwater Capital Advisors, LLC | 18.1K | $1.56M | $26.8K | Added$26.8K |
| Key Financial Inc | 16.9K | $1.46M | $21.8K | Added$207.9K |
| CAPTRUST FINANCIAL ADVISORS | 16.2K | $1.4M | $23.9K | Added$8.32K |
| Icahn Capital | 16.1K | $1.39M | — | New |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 15.8K | $1.37M | $1.77K | Cut−$198.1K |
| HB Wealth Management, LLC | 14.5K | $1.25M | $20.7K | Added$66K |
| BLAIR WILLIAM & CO/IL | 14.1K | $1.22M | $20.9K | Added$20.9K |
| Sharper & Granite LLC | 13.4K | $1.16M | $19.7K | Added$32.6K |
| JONES FINANCIAL COMPANIES LLLP | 13.1K | $1.11M | −$3.03K | Added$85.1K |
| &PARTNERS | 12.5K | $1.08M | $13.3K | Added$318.2K |
| PCA Investment Advisory Services Inc. | 12.3K | $1.06M | $18.2K | Added$18.2K |
| PANORAMIC INVESTMENT ADVISORS, LLC | 12.1K | $1.04M | $17.4K | Added$40.8K |
| Independent Advisor Alliance | 11.9K | $1.03M | — | New |
| Private Advisor Group, LLC | 11.9K | $1.02M | $17.6K | Cut−$667 |
| JFS WEALTH ADVISORS, LLC | 11.6K | $1.01M | $17.2K | Cut−$23.9K |
| Citadel | 11.2K | $971.2K | — | New |
| Institute for Wealth Management, LLC. | 11.1K | $957.7K | $16.4K | Cut−$16.5K |
| KMG FIDUCIARY PARTNERS, LLC | 11.1K | $955K | $16.2K | Added$28.4K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 10.7K | $922K | $15.8K | Added$11.9K |
| WHITTIER TRUST CO OF NEVADA INC | 10.5K | $909.1K | $3.81K | Added$3.81K |
| DSG Capital Advisors, LLC | 10.1K | $870.2K | −$8.97K | Cut−$8.97K |
| OxenFree Capital LLC | 9.66K | $864K | $44K | Added$48.2K |
| Spire Wealth Management | 9.91K | $856K | $14.7K | Added$8.09K |
| Belpointe Asset Management LLC | 9.79K | $845.1K | $14.1K | Added$38K |
| ASHTON THOMAS SECURITIES, LLC | 9.31K | $804K | — | New |
| Ballentine Partners, LLC | 8.64K | $746.1K | $12.8K | Added$12.8K |
| Cornerstone Financial Group, LLC /NE/ | 7.8K | $709.6K | $47.5K | Added$47.5K |
| Arkadios Wealth Advisors | 7.97K | $688.2K | $10.4K | Added$89.6K |
| Avestar Capital, LLC | 7.82K | $675.1K | $10.6K | Added$67.7K |
| Savant Capital, LLC | 7.75K | $669.5K | $11.5K | Added$11.5K |
| NBC SECURITIES, INC. | 7.67K | $662.6K | $11.4K | Cut−$67.2K |
| MERCER GLOBAL ADVISORS INC /ADV | 7.58K | $654.6K | $11.2K | Cut−$848.2K |
| EVOLUTION WEALTH MANAGEMENT INC. | 7.18K | $619.7K | $9.79K | Added$58.2K |
| Revisor Wealth Management LLC | 6.96K | $601.3K | −$4.67K | Cut−$4.67K |
| Baird Financial Group, Inc. | 6.94K | $599.6K | $10.3K | Added$10.3K |
| Florida Trust Wealth Management Co | 6.85K | $591.6K | $10.1K | Added$10.1K |
| Alta Wealth Advisors LLC | 6.78K | $585.3K | $10K | Added$5.17K |
| JANE STREET GROUP, LLC | 6.58K | $567.8K | $9.73K | Cut−$1.3M |
| GREAT VALLEY ADVISOR GROUP, INC. | 6.55K | $565.4K | $8.87K | Added$42.7K |
| Sunbelt Securities, Inc. | 6.42K | $554.6K | $9.4K | Added$10.7K |
| Quantinno Capital Management LP | 6.22K | $537.4K | $9.21K | Cut−$153.3K |
| Breachway Investments LLC | 6.12K | $528.7K | $9.02K | Added$11.3K |
| NORDEN GROUP LLC | 6.12K | $528.2K | $9.05K | Added$9.05K |
| Quartz Partners, LLC | 6.05K | $522.9K | $8.29K | Added$47.3K |
| Cerity Partners LLC | 5.86K | $506K | $8.67K | Cut−$5.33K |
| Geneos Wealth Management Inc. | 5.7K | $492.3K | $8.14K | Added$25.4K |
| Element Wealth, LLC | 5.61K | $484.8K | $7.65K | Added$45.8K |
| Sandy Cove Advisors, LLC | 4.97K | $429.4K | $7.34K | Added$9.15K |
| ATLas Financial Planning LLC | 4.9K | $423.2K | $7.25K | Added$7.25K |
| Willis Investment Counsel | 4.89K | $422.4K | $7.24K | Cut−$7.62K |
| Integrated Wealth Concepts LLC | 4.82K | $416.4K | — | New |
| Asset Advisory Group, Inc. | 4.82K | $415.9K | $7.16K | Added$7.51K |
| Gradient Capital Advisors, LLC | 4.82K | $415.8K | $7.13K | Added$7.13K |
| REGIONS FINANCIAL CORP | 4.8K | $414.5K | $7.1K | Added$7.1K |
| FLPUTNAM INVESTMENT MANAGEMENT CO | 4.79K | $413.4K | $7.08K | Added$7.08K |
| Sequoia Financial Advisors, LLC | 4.76K | $410.9K | $6.99K | Added$7.86K |
| STIFEL FINANCIAL CORP | 4.56K | $393.7K | $5.4K | Added$86.1K |
| MISSION WEALTH MANAGEMENT, LP | 4.53K | $391K | — | New |
| International Private Wealth Advisors LLC | 4.51K | $389.2K | $6.65K | Added$6.73K |
| Team Financial Group, LLC | 4.49K | $387.3K | $6.66K | Added$2.08K |
| ARVEST INVESTMENTS, INC. | 4.47K | $386.2K | $6.62K | Cut−$2.89K |
| GenTrust, LLC | 4.41K | $380.9K | $4.91K | Added$99.5K |
| Vantage Point Financial LLC | 4.4K | $380K | $6.53K | Added$6.62K |
| RMR Capital Management, LLC | 4.4K | $380K | $6.51K | Added$6.51K |
| IFP Advisors, Inc | 4.25K | $367K | $6.29K | Added$3.74K |
| Signal Advisors Wealth, LLC | 4.2K | $362.6K | $5.84K | Added$25.8K |
| Mayflower Financial Advisors, LLC | 4.11K | $354.5K | $6.08K | Added$6.08K |
| Midwest Trust Co | 4.09K | $353K | $6.05K | Added$3.33K |
| Kendall Capital Management | 4.08K | $352.3K | $6.04K | Added$6.04K |
| MML INVESTORS SERVICES, LLC | 3.98K | $343.3K | $5.91K | Cut−$123.1K |
| Waverly Advisors, LLC | 3.9K | $337K | $5.78K | Cut−$2.29K |
| Amplius Wealth Advisors, LLC | 3.8K | $328.2K | $5.62K | Added$5.62K |
| Essential Planning, LLC. | 3.75K | $323.8K | $5.56K | Added$5.65K |
| PNC Financial Services Group, Inc. | 3.67K | $317.1K | $5.43K | Added$5.43K |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 3.6K | $311.2K | $5.26K | Added$12.6K |
| TRUIST FINANCIAL CORP | 3.57K | $308K | $5.26K | Added$8.71K |
| CIBC Bancorp USA Inc. | 3.56K | $307.1K | — | Held |
| Rooted Wealth Advisors, Inc. | 3.37K | $304.7K | $4.73K | Cut−$4.45K |
| Kapstone Financial Advisors LLC | 3.5K | $302.3K | $5.18K | Added$5.18K |
| VestGen Advisors, LLC | 3.29K | $301K | $19.3K | Added$50.3K |
| Allegheny Financial Group | 3.45K | $298K | $5.08K | Cut−$3.83K |
| Summit Financial, LLC | 3.41K | $294.3K | $5.04K | Added$5.21K |
| Vise Technologies, Inc. | 3.41K | $289.8K | $0 | Held |
| CoreCap Advisors, LLC | 3.24K | $279.9K | $4.8K | Added$4.8K |
| INSIGNEO ADVISORY SERVICES, LLC | 3.24K | $279.6K | $4.79K | Cut−$151K |
| PERRYMAN FINANCIAL ADVISORY INC /AD | 3.21K | $277.3K | $4.73K | Added$5.77K |
| Root Financial Partners, LLC | 3.2K | $276.2K | $4.73K | Cut−$13.6K |
| Rehmann Capital Advisory Group | 3.15K | $272.4K | $4.67K | Added$4.67K |
| J.W. COLE ADVISORS, INC. | 3.06K | $264K | $4.57K | Added$5.52K |
| Beacon Pointe Advisors, LLC | 3K | $259.1K | $4.44K | Added$4.44K |
| GREATMARK INVESTMENT PARTNERS, INC. | 3K | $259.1K | $4.44K | Added$4.44K |
| Klingman & Associates, LLC | 3K | $259.1K | $4.44K | Added$4.44K |
| Wilkins Miller Wealth Management, LLC | 3K | $259K | $4.44K | Added$4.44K |
| Perigon Wealth Management, LLC | 2.93K | $253K | $4.34K | Added$4.34K |
| Magnolia Private Wealth, LLC | 2.92K | $252.3K | $4.32K | Cut−$10.6K |
| HighPoint Advisor Group LLC | 2.89K | $249.4K | $4.27K | Added$7.38K |
| MOSELEY INVESTMENT MANAGEMENT INC | 2.75K | $237.3K | $4.07K | Cut−$4.42K |
| Brooklyn Investment Group | 2.75K | $237.3K | — | New |
| BROWN ADVISORY INC | 2.74K | $236.8K | $4.06K | Added$4.06K |
| London & Capital Asset Management Ltd | 2.67K | $230.4K | $3.6K | Added$3.6K |
| HARBOUR INVESTMENTS, INC. | 2.67K | $230.3K | — | New |
| Bank of New York Mellon Corp | 2.57K | $221.8K | — | New |
| Livet Wealth, LLC | 2.55K | $220.2K | $3.81K | Cut−$22.9K |
| Bison Wealth, LLC | 2.36K | $216.2K | $15.2K | Added$15.7K |
| Allworth Financial LP | 2.49K | $214.7K | $3.63K | Added$6.22K |
| Curran Financial Partners, LLC | 2.47K | $213.2K | $3.65K | Added$2.3K |
| LAZARD ASSET MANAGEMENT LLC | 2.4K | $207.3K | $3.55K | Added$3.55K |
| Columbia Bank | 2.4K | $207.3K | $3.55K | Added$3.55K |
| Tranquility Partners, LLC | 2.4K | $206.8K | $3.54K | Added$149 |
| JACKSON SQUARE CAPITAL, LLC | 2.38K | $206K | $3.53K | Added$3.53K |
| Centric Wealth Management | 2.25K | $203.3K | — | New |
| CARY STREET PARTNERS FINANCIAL LLC | 2.34K | $201.8K | $3.48K | Cut−$5.61K |
| LRI Investments, LLC | 2.33K | $201.5K | $3.41K | Cut−$2.78K |
| PGIM Custom Harvest LLC | 2.32K | $200.7K | — | New |
| Western Wealth Management, LLC | 1.89K | $163.2K | — | New |
| FIFTH THIRD BANCORP | 1.71K | $147.6K | — | New |
| AE Wealth Management LLC | 1.59K | $137K | $2.33K | Added$1.99K |
| Clearstead Trust, LLC | 1.37K | $118.1K | $2.02K | Added$2.02K |
| Cornerstone Planning Group LLC | 1.13K | $102.6K | $4.03K | Cut−$126.1K |
| WealthShield Partners, LLC | 1.1K | $94.7K | $1.62K | Added$1.62K |
| PITTENGER & ANDERSON INC | 1.07K | $92.4K | $1.58K | Cut−$17.9K |
| Hilltop National Bank | 986 | $85.2K | $1.46K | Added$1.46K |
| Center for Financial Planning, Inc. | 982 | $84.8K | $1.45K | Added$1.45K |
| Fairman Group, LLC | 926 | $80K | $1.36K | Added$1.71K |
| Ancora Advisors LLC | 864 | $74.6K | $1.28K | Added$1.28K |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | 810 | $70K | — | New |
| Federation des caisses Desjardins du Quebec | 776 | $67K | $1.15K | Added$1.15K |
| Vanguard National Trust Co | 765 | $66.1K | — | Held |
| Ashton Thomas Private Wealth, LLC | 760 | $65.6K | — | New |
| Glen Eagle Advisors, LLC | 683 | $59K | $991 | Added$1.08K |
| ASSETMARK, INC | 669 | $57.8K | $990 | Added$990 |
| Parallel Advisors, LLC | 570 | $49.3K | $877 | Added$877 |
| Qube Research & Technologies Ltd | 526 | $45.4K | $778 | Cut−$6.44K |
| Archer Investment Corp | 500 | $43.2K | $740 | Added$740 |
| Farther Finance Advisors, LLC | 468 | $40.4K | $692 | Added$692 |
| Larson Financial Group LLC | 459 | $39.6K | $679 | Added$679 |
| TOMPKINS FINANCIAL CORP | 453 | $39.1K | $670 | Added$670 |
| MASECO LLP | 441 | $38K | $585 | Cut−$4.17K |
| MAI Capital Management | 390 | $33.7K | $577 | Added$577 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 362 | $32.7K | $1.97K | Cut−$7.79K |
| IAG Wealth Partners, LLC | 350 | $30.2K | $518 | Added$518 |
| Ameritas Investment Partners, Inc. | 318 | $27.4K | $412 | Added$585 |
| Arax Advisory Partners | 207 | $17.9K | $381 | Added$381 |
| SWAN Capital LLC | 203 | $17.5K | $300 | Added$300 |
| BANK OF MONTREAL /CAN/ | 200 | $17.3K | $296 | Added$296 |
| N.E.W. Advisory Services LLC | 181 | $15.6K | $247 | Added$333 |
| Asset Dedication, LLC | 165 | $14.3K | $244 | Added$244 |
| REAP Financial Group, LLC | 147 | $12.7K | $218 | Added$218 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 138 | $11.9K | — | New |
| Cambridge Investment Research Advisors, Inc. | 102.6K | $8.86K | $150 | Added$297 |
| CENTRAL TRUST Co | 100 | $8.64K | $148 | Added$148 |
| BlackRock, Inc. | 84 | $7.25K | $124 | Added$124 |
| Advisory Services Network, LLC | 62 | $5.39K | — | New |
| Sound Income Strategies, LLC | 60 | $5.18K | −$57 | Cut−$57 |
| Smartleaf Asset Management LLC | 49 | $4.15K | −$41 | Cut−$41 |
| SHP Wealth Management | 34 | $2.94K | $50 | Added$50 |
| DHJJ Financial Advisors, Ltd. | 14 | $1.21K | $21 | Added$21 |
| VANGUARD ADVISERS INC | 12 | $1.02K | — | Held |
| Wood Tarver Financial Group, LLC | 4.49K | $387 | $6 | Cut−$165 |
| CENTAURUS FINANCIAL, INC. | 2.77K | $239 | $4 | Added$4 |