| MORGAN STANLEY | 1.11M | $44M | $1.85M | Added$993.1K |
| LPL Financial LLC | 476.3K | $18.9M | $750.2K | Added$1.78M |
| Tidemark, LLC | 407.8K | $16.2M | $418.1K | Added$6.64M |
| OneDigital Investment Advisors LLC | 319.2K | $12.7M | $531.8K | Cut−$4.9M |
| Stewardship Advisors, LLC | 282.1K | $11.2M | $465.9K | Added$561.7K |
| EARNED WEALTH ADVISORS, LLC | 272.9K | $10.8M | $435.9K | Added$880.9K |
| Cetera Investment Advisers | 269.1K | $10.7M | $437.7K | Added$691.6K |
| Avestar Capital, LLC | 126.7K | $5.03M | $211.1K | Added$116.1K |
| WELLS FARGO & COMPANY/MN | 67.7K | $2.69M | $66.9K | Added$1.16M |
| ENVESTNET ASSET MANAGEMENT INC | 66.9K | $2.66M | $99.3K | Added$390.2K |
| Vestmark Advisory Solutions, Inc. | 50.4K | $2M | $79.3K | Added$191.1K |
| KINGSWOOD WEALTH ADVISORS, LLC | 48K | $1.91M | $43.2K | Added$920.7K |
| OSAIC HOLDINGS, INC. | 40.4K | $1.6M | $60.3K | Added$229.4K |
| Ethos Financial Group, LLC | 39.7K | $1.52M | $11.5K | Added$10.6K |
| RAYMOND JAMES FINANCIAL INC | 37.9K | $1.5M | $63.1K | Cut−$890.2K |
| Columbus Macro, LLC | 37.2K | $1.48M | $56.5K | Added$187.2K |
| Efficient Advisors, LLC | 35.2K | $1.4M | $58K | Added$73.4K |
| Asset Allocation Strategies LLC | 31.5K | $1.25M | $51.4K | Added$77K |
| Comprehensive Wealth Management, LLC | 29.7K | $1.18M | $44.6K | Added$159.8K |
| Private Advisor Group, LLC | 24.1K | $956.4K | $39.5K | Added$54.6K |
| Global Wealth Management Investment Advisory, Inc. | 23.1K | $917.5K | $37.6K | Added$57.8K |
| Financial Enhancement Group LLC | 21.4K | $863.7K | — | New |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 20.3K | $806.1K | — | New |
| Empirical Asset Management, LLC | 18.6K | $737.9K | $29.6K | Added$63.6K |
| Advisor Resource Council | 18.5K | $734.8K | $16.5K | Added$137.1K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 18.2K | $720.5K | — | New |
| HARBOUR INVESTMENTS, INC. | 18.1K | $718.5K | $24.9K | Added$150.9K |
| JPMORGAN CHASE & CO | 18.2K | $714.7K | $23K | Added$41.8K |
| Sequent Planning LLC | 17.7K | $702.7K | $28.9K | Added$42.2K |
| Endowment Wealth Management, Inc. | 17.1K | $678.6K | $28.5K | Added$14.6K |
| STIFEL FINANCIAL CORP | 16.5K | $656.2K | $27K | Added$41K |
| Axis Wealth Partners, LLC | 16.3K | $648.7K | $25.8K | Added$59.9K |
| Cooper Financial Group | 16K | $636.3K | $26.7K | Added$17.7K |
| CSS LLC/IL | 15.2K | $601.2K | $25.2K | Added$25.2K |
| VestGen Advisors, LLC | 13.8K | $571.4K | $44.2K | Added$55K |
| Arkadios Wealth Advisors | 14.4K | $569.9K | $23.9K | Cut−$1.71M |
| PAX Financial Group, LLC | 14.2K | $564.5K | $23.6K | Added$25.8K |
| Bison Wealth, LLC | 11.6K | $478K | $26.6K | Cut−$496 |
| Austin Wealth Management, LLC | 10.5K | $421.6K | $15.7K | Cut−$141.7K |
| &PARTNERS | 10.3K | $407.3K | $22.6K | Cut−$17.5K |
| REAP Financial Group, LLC | 9.72K | $385.7K | $16.2K | Cut−$45.1K |
| Clarity Asset Management, Inc. | 9.66K | $383.5K | — | New |
| Sowell Financial Services LLC | 9.57K | $379.8K | $13K | Added$84K |
| Alteri Wealth LLC | 9.48K | $376.3K | $15.8K | Added$15.8K |
| Centric Wealth Management | 9.05K | $369.3K | $19.9K | Added$391 |
| Beacon Pointe Advisors, LLC | 9.18K | $364.4K | — | New |
| HOWARD BAILEY SECURITIES, LLC | 9.05K | $359.2K | $15.1K | Added$9.03K |
| Discipline Wealth Solutions, LLC | 8.25K | $327.5K | $13.7K | Cut−$125.5K |
| INVENIO WEALTH PARTNERS LLC | 7.62K | $302.4K | $12.7K | Added$12.7K |
| Gateway Wealth Partners, LLC | 7.38K | $292.9K | — | New |
| Merit Financial Group, LLC | 7.31K | $290K | $11.2K | Added$34.8K |
| Trajan Wealth LLC | 7.28K | $289K | $12.1K | Added$6.28K |
| Washington Trust Bank | 7.22K | $286.5K | $12K | Cut−$207K |
| MML INVESTORS SERVICES, LLC | 6.16K | $244.4K | $9.2K | Added$34.1K |
| MGO ONE SEVEN LLC | 5.59K | $222K | — | New |
| FIFTH THIRD BANCORP | 5.55K | $220.1K | — | New |
| ROCKLAND TRUST CO | 5.17K | $205.1K | — | New |
| Team Financial Group, LLC | 4.08K | $161.8K | $6.79K | Added$6.79K |
| ROYAL BANK OF CANADA | 3.2K | $127K | $5.02K | Added$8K |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 2.52K | $99.9K | $4.05K | Added$7.46K |
| Golden State Wealth Management, LLC | 2.43K | $96.5K | $4.05K | Cut−$35.8K |
| AE Wealth Management LLC | 2.19K | $86.9K | $3.65K | Cut−$40.8K |
| Aptus Capital Advisors, LLC | 1.49K | $59.2K | $2.48K | Added$2.48K |
| Glass Jacobson Investment Advisors llc | 1.32K | $52.2K | $2.19K | Cut−$59.6K |
| Steward Partners Investment Advisory, LLC | 1.25K | $49.6K | — | New |
| Parallel Advisors, LLC | 782 | $31K | — | New |
| Western Wealth Management, LLC | 444 | $17.6K | — | New |
| UBS Group AG | 423 | $16.8K | — | New |
| EVOLUTION WEALTH MANAGEMENT INC. | 404 | $16K | $673 | Added$635 |
| CoreCap Advisors, LLC | 265 | $10.5K | $442 | Cut−$25.3K |
| Strategic Wealth Partners, Ltd. | 229 | $9.09K | $367 | Added$724 |
| PROTECTIVE LIFE CORP | 172 | $6.83K | — | New |
| Clearstead Advisors, LLC | 157 | $6.23K | $167 | Added$2.43K |
| JONES FINANCIAL COMPANIES LLLP | 106 | $4.15K | — | New |
| ASSETMARK, INC | 103 | $4.09K | $172 | Added$172 |
| Smartleaf Asset Management LLC | 64 | $2.52K | $66 | Added$66 |
| Cambridge Investment Research Advisors, Inc. | 30.9K | $1.23K | $36 | Added$411 |
| Solstein Capital, LLC | 25 | $992 | $41 | Added$41 |
| SHP Wealth Management | 12 | $476 | $20 | Added$20 |
| Betterment LLC | 7.25K | $288 | $12 | Added$1 |
| HUNTINGTON NATIONAL BANK | 1 | $40 | $2 | Added$2 |
| CX Institutional | 755 | $30 | $2 | Held |
| Financial Connections Group, Inc. | 229 | $9 | — | New |