| ASSETMARK, INC | 3.13M | $82.4M | $28.9K | Added$81M |
| GenWealth Group, Inc. | 759.2K | $20M | $296K | Added$5.01M |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 530.7K | $14M | $272K | Added$732.7K |
| Empowered Funds, LLC | 512.5K | $13.5M | — | New |
| MORGAN STANLEY | 495.4K | $13M | $104.6K | Added$7.95M |
| Encompass More Asset Management | 438.8K | $11.6M | — | New |
| HighTower Advisors, LLC | 305.3K | $8.04M | $66.2K | Added$4.81M |
| Reyes Financial Architecture, Inc. | 304.7K | $8.02M | $2.25K | Added$7.91M |
| Advyzon Investment Management, LLC | 220.1K | $5.8M | $116.6K | Cut−$4.64M |
| Ausdal Financial Partners, Inc. | 219.3K | $5.77M | $116.2K | Cut−$3.98M |
| ENVESTNET ASSET MANAGEMENT INC | 200.1K | $5.27M | $59.4K | Added$2.38M |
| Summit Place Financial Advisors, LLC | 184.7K | $4.86M | $97.9K | Cut−$323.3K |
| LPL Financial LLC | 152.7K | $4.02M | $25K | Added$2.8M |
| JANE STREET GROUP, LLC | 125.9K | $3.31M | $18.1K | Added$2.43M |
| J. Safra Sarasin Holding AG | 119.4K | $3.14M | $63.3K | Cut−$379.3K |
| Cetera Investment Advisers | 114.1K | $3M | — | New |
| Maridea Wealth Management LLC | 100.1K | $2.64M | $53.1K | Cut−$3.18M |
| OSAIC HOLDINGS, INC. | 99.6K | $2.62M | $2.53K | Added$2.5M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 92.8K | $2.44M | $49.2K | Cut−$4.91M |
| Citadel | 74.6K | $1.97M | $39.6K | Cut−$876.8K |
| Legacy Wealth Partners, LLC | 71.1K | $1.87M | — | New |
| Balefire, LLC | 64.2K | $1.69M | — | New |
| COWA, LLC | 54.6K | $1.44M | $26.1K | Added$165.5K |
| Farther Finance Advisors, LLC | 51.6K | $1.36M | $24.8K | Cut−$2.48M |
| Algorithmic Investment Models, LLC | 45.4K | $1.19M | — | New |
| Gateway Wealth Partners, LLC | 44.1K | $1.16M | — | New |
| BANK OF AMERICA CORP /DE/ | 42K | $1.11M | $18.8K | Added$191.2K |
| Ameritas Advisory Services, LLC | 40.2K | $1.06M | — | New |
| VestGen Advisors, LLC | 40K | $1.04M | — | New |
| Avestar Capital, LLC | 38.7K | $1.02M | $20.5K | Cut−$24.5K |
| GeoWealth Management, LLC | 38.1K | $1M | — | New |
| GOLDMAN SACHS GROUP INC | 37.1K | $977.5K | — | New |
| UBS Group AG | 35.8K | $943.8K | $441 | Added$922.4K |
| VestGen Investment Management | 35.3K | $928.4K | — | New |
| Sovereign Financial Group, Inc. | 34.8K | $915.5K | $17.7K | Added$54.1K |
| WAYSTONE ADVISORS LLC | 29K | $763K | — | New |
| Atria Investments, Inc | 26.8K | $704.7K | — | New |
| MOULTON WEALTH MANAGEMENT, INC | 19.4K | $511K | — | New |
| Hilltop Holdings Inc. | 17.5K | $462.1K | $9.3K | Cut−$740.4K |
| Brookwood Investment Group LLC | 16.1K | $423.1K | — | New |
| Ascent Group, LLC | 16K | $420.6K | — | New |
| BANK OF MONTREAL /CAN/ | 14.9K | $392.9K | — | New |
| WBI INVESTMENTS, LLC | 13.7K | $361.8K | $7.26K | Cut−$258.1K |
| Rockefeller Capital Management L.P. | 11.5K | $303.8K | $6.11K | Cut−$1.11M |
| Ignite Planners, LLC | 11.3K | $298.6K | — | New |
| PFG Investments, LLC | 8.63K | $227.2K | — | New |
| Merit Financial Group, LLC | 8.01K | $210.8K | — | New |
| Kaizen Financial Strategies | 8K | $207.1K | — | New |
| Parallel Advisors, LLC | 4.62K | $121.5K | $1.97K | Added$25.8K |
| FIFTH THIRD BANCORP | 1.35K | $35.7K | — | New |
| ROYAL BANK OF CANADA | 1.19K | $32K | $1.26K | Cut−$173K |
| JPMORGAN CHASE & CO | 1.14K | $30.1K | $690 | Added$4.27K |
| Capital Investment Advisory Services, LLC | 910 | $24K | — | New |
| Western Wealth Management, LLC | 761 | $20K | — | New |
| AE Wealth Management LLC | 680 | $17.9K | $360 | Cut−$25.4K |
| HARBOUR INVESTMENTS, INC. | 574 | $15.1K | $304 | Cut−$651 |
| Johnson Financial Group, Inc. | 284 | $7.48K | — | New |
| Capital Advisor Network LLC | 269 | $7.08K | — | Held |
| Smartleaf Asset Management LLC | 233 | $6.17K | $121 | Added$1.98K |
| Rossby Financial, LCC | 219 | $5.75K | — | New |
| Qube Research & Technologies Ltd | 207 | $5.45K | — | New |
| Horizon Investments, LLC | 110 | $2.9K | $58 | Cut−$6.39K |
| BNP PARIBAS FINANCIAL MARKETS | 106 | $2.79K | — | New |
| BLAIR WILLIAM & CO/IL | 85 | $2.24K | $45 | Added$45 |
| Thrivent Financial for Lutherans | 71.1K | $1.87K | — | New |
| Global Wealth Strategies & Associates | 30 | $790 | $16 | Added$16 |
| Tower Research Capital LLC (TRC) | 3 | $79 | — | New |
| WELLS FARGO & COMPANY/MN | 0 | $4 | — | Cut−$5 |