| LPL Financial LLC | 3.54M | $335M | $3.66M | Added$96.5M |
| ENVESTNET ASSET MANAGEMENT INC | 1.99M | $188.2M | $2.71M | Added$11.4M |
| RAYMOND JAMES FINANCIAL INC | 1.75M | $165.4M | $2.14M | Added$25.8M |
| MORGAN STANLEY | 1.61M | $152.9M | $1.89M | Added$29.6M |
| OSAIC HOLDINGS, INC. | 1.42M | $134.7M | $1.65M | Added$17.7M |
| HighTower Advisors, LLC | 1.24M | $117.7M | $1.72M | Added$5.63M |
| Cetera Investment Advisers | 525.4K | $49.8M | $648K | Added$7.5M |
| Kestra Advisory Services, LLC | 424.9K | $40.3M | $577K | Added$2.61M |
| STIFEL FINANCIAL CORP | 352.8K | $33.4M | $474.8K | Added$2.44M |
| BANK OF AMERICA CORP /DE/ | 315.7K | $29.9M | $345.3K | Added$7.37M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 308.8K | $29.3M | $441.8K | Cut−$4.4M |
| Lido Advisors, LLC | 284.1K | $26.9M | $1.06M | Cut−$1.5M |
| Mariner, LLC | 282.6K | $26.8M | $187.6K | Added$14.5M |
| Independent Advisor Alliance | 260.8K | $24.7M | — | New |
| RESOLUTE CAPITAL, LLC | 254.3K | $24.1M | $342.4K | Added$1.74M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 238K | $22.5M | −$183.3K | Cut−$11.1M |
| Anderson Financial Strategies, LLC | 221.4K | $21.9M | $1.26M | Added$1.15M |
| Legacy Financial Advisors, Inc. | 225.6K | $21.4M | $318.4K | Added$602K |
| Systelligence, LLC | 221.6K | $21M | $293.3K | Added$1.86M |
| Onyx Bridge Wealth Group LLC | 204.3K | $19.4M | $292K | Cut−$2.71M |
| OPPENHEIMER & CO INC | 197.8K | $18.7M | $277.7K | Added$617.8K |
| COMMONWEALTH EQUITY SERVICES, LLC | 196.6K | $18.6M | $280.4K | Added$323.4K |
| Prism Advisors, Inc. | 184.6K | $17.5M | $264K | Cut−$820.3K |
| TRUST CO OF TOLEDO NA /OH/ | 168.1K | $15.9M | $214K | Added$1.96M |
| Ameritas Investment Partners, Inc. | 164.9K | $15.6M | $235.7K | Cut−$27.1K |
| Venture Visionary Partners LLC | 164.2K | $15.6M | $152.3K | Added$1.46M |
| FLAGSHIP HARBOR ADVISORS, LLC | 151.6K | $14.4M | $203.5K | Added$1.09M |
| Cornerstone Planning Group LLC | 142K | $14.1M | $469K | Added$1.6M |
| Private Advisor Group, LLC | 148K | $14M | $163K | Added$3.39M |
| JPMORGAN CHASE & CO | 144.1K | $13.4M | −$2.63K | Added$1.15M |
| 626 Financial, LLC | 140K | $13.3M | $193.8K | Added$613.7K |
| Envestnet Portfolio Solutions, Inc. | 139.5K | $13.2M | $199.4K | Added$180.6K |
| Capital Asset Advisory Services LLC | 119.2K | $11.8M | $424.2K | Added$397.7K |
| MENORA MIVTACHIM HOLDINGS LTD. | 112.2K | $10.6M | $160.5K | Cut−$455.5K |
| Team Financial Group, LLC | 103.2K | $9.78M | $146.8K | Added$202.8K |
| CERTUITY, LLC | 92.3K | $8.74M | $39.7K | Added$6.15M |
| Retirement Management Systems Inc. | 90.4K | $8.57M | $119.5K | Added$761.6K |
| MML INVESTORS SERVICES, LLC | 88.9K | $8.42M | $127.1K | Cut−$3.03M |
| Equitable Holdings, Inc. | 87.9K | $8.2M | −$0 | Added$2.26M |
| CWM, LLC | 84.8K | $8.03M | $8.02M | Added$8.02M |
| AE Wealth Management LLC | 80.4K | $7.62M | $114.9K | Cut−$1.09M |
| Ruggaard & Associates LLC | 80.1K | $7.59M | $110.8K | Added$358.2K |
| Leslie Global Wealth, LLC | 68.6K | $6.5M | $98.1K | Cut−$128.9K |
| Geneos Wealth Management Inc. | 65.1K | $6.17M | $70.2K | Added$1.59M |
| COLUMBIA ADVISORY PARTNERS LLC | 64.8K | $6.14M | — | New |
| ROYAL BANK OF CANADA | 62.5K | $5.92M | $42.6K | Added$3.15M |
| JONES FINANCIAL COMPANIES LLLP | 59.5K | $5.56M | $4.77K | Added$3.33M |
| Modern Wealth Management, LLC | 57.2K | $5.4M | $65.3K | Cut−$680.4K |
| Orion Porfolio Solutions, LLC | 54.7K | $5.18M | $78.2K | Cut−$383.1K |
| TRUIST FINANCIAL CORP | 53.5K | $5.07M | $74.8K | Added$190.5K |
| CEERA INVESTMENTS, LLC | 51.7K | $4.9M | $73.9K | Cut−$215.3K |
| Smartleaf Asset Management LLC | 51.8K | $4.83M | −$36.7K | Added$44.7K |
| Western Wealth Management, LLC | 48.8K | $4.62M | $35K | Added$2.34M |
| Sanctuary Advisors, LLC | 45.6K | $4.32M | $65.2K | Cut−$541K |
| Nilsine Partners, LLC | 43.9K | $4.31M | $170.4K | Added$954.3K |
| NBC SECURITIES, INC. | 41K | $3.88M | $50.9K | Added$561.3K |
| PMG Wealth Management, Inc. | 40.2K | $3.8M | $55.1K | Added$207.2K |
| NewEdge Advisors, LLC | 8.47K | $3.72M | $2.93M | Cut−$615.5K |
| OPTIMA CAPITAL LLC | 38.2K | $3.62M | $54.3K | Added$73.2K |
| Sequoia Financial Advisors, LLC | 37K | $3.5M | $52.8K | Added$58K |
| Vericrest Private Wealth | 35.3K | $3.34M | $44.1K | Added$463.1K |
| Bay Capital Advisors, LLC | 34.5K | $3.27M | $44.5K | Added$363.7K |
| Ashton Thomas Private Wealth, LLC | 32.6K | $3.09M | $43.6K | Added$246.6K |
| Sunbelt Securities, Inc. | 31.3K | $2.97M | $42.1K | Added$218.9K |
| Santori & Peters, Inc. | 29.9K | $2.83M | $41.6K | Added$122.5K |
| J.W. COLE ADVISORS, INC. | 29.9K | $2.83M | $38.3K | Added$330.6K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 29.8K | $2.82M | $42.6K | Cut−$25.9K |
| Stratos Wealth Partners, LTD. | 28.8K | $2.73M | $41.1K | Cut−$1.07M |
| United Advisor Group, LLC | 28.3K | $2.68M | $33.8K | Added$469.6K |
| Cooper Financial Group | 28.2K | $2.67M | $40.3K | Cut−$55.4K |
| Keating Financial Advisory Services, Inc. | 26.4K | $2.5M | $37.8K | Cut−$1.75M |
| Powers Advisory Group, LLC | 25.7K | $2.44M | $18.3K | Added$1.24M |
| Integrated Wealth Concepts LLC | 25.3K | $2.39M | $19.7K | Added$1.11M |
| FIRST NATIONAL BANK SIOUX FALLS | 22.2K | $2.17M | $51.6K | Added$1M |
| Advisor Resource Council | 22.1K | $2.09M | −$51.1K | Cut−$8.29K |
| UPTICK PARTNERS, LLC | 22.1K | $2.09M | $19K | Added$855.2K |
| HARBOUR INVESTMENTS, INC. | 21.9K | $2.07M | $26.9K | Added$319.6K |
| Strategic Financial Concepts, LLC | 20.7K | $1.96M | — | New |
| Arkadios Wealth Advisors | 20.5K | $1.94M | $19.6K | Added$664.5K |
| FOUNDERS FINANCIAL SECURITIES LLC | 20.1K | $1.94M | $58.2K | Added$207.8K |
| BFI Wealth Solutions, LLC | 20.2K | $1.91M | $26.1K | Added$69.3K |
| Advisory Services Network, LLC | 18.8K | $1.78M | $18.3K | Added$587.9K |
| CreativeOne Wealth, LLC | 18.6K | $1.77M | $22.5K | Added$297K |
| Alchemi Wealth, LLC | 18.1K | $1.72M | $23K | Added$213.4K |
| INTEGRITY ALLIANCE, LLC. | 18K | $1.71M | $25.7K | Cut−$15.1K |
| Ameritas Advisory Services, LLC | 17.8K | $1.69M | $25.5K | Cut−$249.7K |
| Valued Retirements, Inc. | 17.6K | $1.67M | $24.8K | Added$54.8K |
| Steward Partners Investment Advisory, LLC | 16.6K | $1.57M | $1.74K | Added$1.46M |
| Sigma Planning Corp | 16.4K | $1.55M | $23.5K | Cut−$20.7K |
| IFP Advisors, Inc | 15.1K | $1.43M | $21.6K | Added$5K |
| WCG Wealth Advisors LLC | 14.9K | $1.41M | $21.1K | Added$30.3K |
| Solano Wealth Investment Advisors LLC | 14.1K | $1.33M | $19.2K | Added$83K |
| RFG Advisory, LLC | 13.9K | $1.32M | $19.8K | Added$33.4K |
| WealthPoint Financial, LLC | 14.1K | $1.32M | $0 | Held |
| Etesian Wealth Advisors, Inc. | 13.5K | $1.28M | $18.2K | Added$90.3K |
| MidAtlantic Capital Management, Inc. | 12.5K | $1.19M | $3.6K | Added$948.5K |
| MAI Capital Management | 12.1K | $1.15M | $12.4K | Added$344.2K |
| TopTier Wealth Management, LLC | 12.1K | $1.14M | $13.8K | Added$237.1K |
| Centerpoint Advisory Group | 11.7K | $1.11M | $11.7K | Added$346.6K |
| MATAURO, LLC | 11.5K | $1.09M | $16.4K | Added$13.9K |
| Summit Financial, LLC | 11.3K | $1.07M | $11.2K | Added$319.6K |
| PCG Wealth Advisors, LLC | 11.2K | $1.06M | $15.2K | Added$62.7K |
| JANE STREET GROUP, LLC | 10.7K | $1.01M | $8.28K | Added$473.9K |
| Concurrent Investment Advisors, LLC | 10.6K | $1M | $15.2K | Cut−$4.11M |
| Avant Capital LLC | 9.83K | $931K | $13.7K | Added$38.6K |
| Gateway Wealth Partners, LLC | 9.79K | $927.8K | $6.94K | Added$475.7K |
| Atlas Brown,Inc. | 9.6K | $909.1K | $13.4K | Added$32.1K |
| PARSONS CAPITAL MANAGEMENT INC/RI | 9.53K | $903.2K | $11.8K | Added$136.3K |
| RVW Wealth, LLC | 9.51K | $900.9K | $13.6K | Added$13.6K |
| FIRST NATIONAL BANK OF OMAHA | 9.43K | $879.3K | −$5.84K | Added$116.4K |
| Fifth Third Securities, Inc. | 9.27K | $878.1K | $13.3K | Cut−$108.6K |
| Zhang Financial LLC | 8.85K | $838.5K | — | New |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 8.82K | $836K | $4.18K | Added$563K |
| GREAT VALLEY ADVISOR GROUP, INC. | 8.29K | $785.3K | $4.29K | Added$502.3K |
| World Investment Advisors | 7.65K | $724.3K | $11K | Cut−$209.6K |
| FIFTH THIRD BANCORP | 7.58K | $718.4K | — | New |
| Sonoma Allocations LLC | 7.5K | $711.2K | — | New |
| PRINCIPAL SECURITIES, INC. | 7.46K | $706.3K | $9.1K | Added$112.8K |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 7.41K | $702K | $10.6K | Added$8.45K |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 7.24K | $686K | $10.3K | Cut−$23.6K |
| Capital Investment Advisory Services, LLC | 6.63K | $628.3K | $863 | Added$572.3K |
| Osprey Private Wealth LLC | 6.2K | $587.1K | $8.86K | Added$8.86K |
| CARY STREET PARTNERS FINANCIAL LLC | 6.16K | $583.6K | $8.81K | Cut−$173K |
| GWN SECURITIES INC. | 6.14K | $582K | $4.73K | Added$273.5K |
| Philadelphia Investment Partners, LLC | 6.12K | $579.8K | — | Held |
| SILVER OAK SECURITIES, INCORPORATED | 5.91K | $559.5K | $3.94K | Added$51.5K |
| LRI Investments, LLC | 5.79K | $548.5K | $8.28K | Added$8.47K |
| Beacon Financial Advisory LLC | 5.23K | $495.5K | $7.48K | Cut−$17.7K |
| Atria Investments, Inc | 5.11K | $484.4K | $6.86K | Added$42.3K |
| Nova Wealth Management, Inc. | 5.04K | $477.9K | $4.99K | Added$153.6K |
| Mutual Advisors, LLC | 5K | $473.3K | $7.2K | Added$3.38K |
| Wharton Business Group, LLC | 4.88K | $462.8K | $6.99K | Added$6.99K |
| Rubicon Advisors, GP | 4.71K | $446.3K | $6.51K | Added$22.1K |
| WILLNER & HELLER, LLC | 4.7K | $444.9K | $5.64K | Added$75.6K |
| Astoria Portfolio Advisors LLC. | 4.5K | $441.1K | −$3.47K | Added$59.6K |
| XY Planning Network, Inc. | 4.65K | $439.5K | $5.28K | Cut−$186.7K |
| Rockefeller Capital Management L.P. | 4.48K | $424K | $5.24K | Added$80.4K |
| Rehmann Capital Advisory Group | 4.45K | $423.3K | $8.41K | Cut−$5.49K |
| Essex Financial Services, Inc. | 4.45K | $421.5K | $5.71K | Added$45.7K |
| Bison Wealth, LLC | 4.19K | $415.9K | $23.7K | Added$4.53K |
| O'Brien Greene & Co. Inc | 4.32K | $409.4K | $6.18K | Cut−$61.7K |
| Verus Financial Partners, Inc. | 3.92K | $381.8K | $5.64K | Added$5.64K |
| NWF Advisory Services Inc. | 3.83K | $362.7K | — | New |
| CIBC Bancorp USA Inc. | 3.77K | $357.5K | — | Held |
| Farrell Financial LLC | 3.6K | $340.7K | $4.04K | Added$77.7K |
| REAP Financial Group, LLC | 3.49K | $330.3K | $5.03K | Cut−$48.4K |
| Trademark Financial Management, LLC | 3.48K | $329.8K | $4.94K | Added$7.78K |
| Paragon Capital Management Ltd | 3.38K | $319.8K | — | New |
| TFB Advisors LLC | 3.37K | $319.2K | $3.68K | Added$79.5K |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 3.28K | $310.9K | $4.69K | Cut−$248.7K |
| Regal Investment Advisors LLC | 3.28K | $310.8K | $4.69K | Added$4.69K |
| Quartz Partners, LLC | 3.25K | $307.7K | $4.64K | Cut−$29.5K |
| D.A. DAVIDSON & CO. | 3.19K | $302.1K | — | New |
| Wealthcare Advisory Partners LLC | 3.18K | $301.4K | — | New |
| Quantinno Capital Management LP | 3.14K | $297.4K | — | New |
| Redhawk Wealth Advisors, Inc. | 3.11K | $294.3K | — | New |
| Dynamic Advisor Solutions LLC | 3.04K | $288.2K | $4.13K | Added$17.2K |
| Axis Wealth Partners, LLC | 2.94K | $278.9K | — | New |
| Cerity Partners LLC | 2.87K | $271.8K | — | New |
| CATHY PARETO & ASSOCIATES, INC | 2.85K | $270.5K | $4.02K | Added$5.26K |
| AVAII WEALTH MANAGEMENT, LLC | 2.82K | $266.8K | — | New |
| SMITH, MOORE & CO. | 2.77K | $262.9K | $3.97K | Added$3.97K |
| &PARTNERS | 2.73K | $259.1K | $3.89K | Added$3.99K |
| PRIVATE TRUST CO NA | 2.73K | $258.5K | $2.53K | Added$93.4K |
| HighPoint Advisor Group LLC | 2.71K | $257.1K | $3.88K | Added$4.35K |
| TRUSTMARK BANK TRUST DEPARTMENT | 2.63K | $249.1K | $3.76K | Added$3.76K |
| Empirical Asset Management, LLC | 2.61K | $247.4K | $3.17K | Added$38K |
| Focus Partners Advisor Solutions, LLC | 2.54K | $240.7K | $3.29K | Added$24.5K |
| Gladstone Institutional Advisory LLC | 2.52K | $239.2K | $3.65K | Cut−$11K |
| Koshinski Asset Management, Inc. | 2.52K | $238.7K | $3.6K | Added$3.6K |
| ADG Wealth Management Group, LLC | 2.43K | $229.8K | $3.11K | Added$27.9K |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 2.38K | $225K | — | New |
| Icahn Capital | 2.24K | $211.8K | $3.12K | Added$8.23K |
| Signature Equity Partners, LLC | 1.1K | $104.4K | $1.48K | Added$9.53K |
| CoreCap Advisors, LLC | 908 | $86K | $1.16K | Added$10.2K |
| ASSETMARK, INC | 854 | $80.9K | $1.15K | Added$5.79K |
| Ancora Advisors LLC | 850 | $80.5K | $1.22K | Added$1.22K |
| Farther Finance Advisors, LLC | 819 | $77.3K | $933 | Cut−$169.1K |
| Parallel Advisors, LLC | 683 | $64.8K | — | New |
| Cherry Tree Wealth Management, LLC | 603 | $57.1K | $360 | Added$33.6K |
| Your Advocates Ltd., LLP | 588 | $55.7K | — | New |
| Allworth Financial LP | 583 | $55.2K | $834 | Added$834 |
| Aptus Capital Advisors, LLC | 504 | $47.7K | $721 | Added$721 |
| Torren Management, LLC | 415 | $39.3K | — | New |
| WELLS FARGO & COMPANY/MN | 359 | $34K | −$43 | Added$33.9K |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 347 | $32.9K | $496 | Added$496 |
| JNBA Financial Advisors | 315 | $29.8K | $448 | Cut−$8.31K |
| Clearstead Advisors, LLC | 229 | $21.7K | $328 | Added$328 |
| Cambridge Investment Research Advisors, Inc. | 220.4K | $20.9K | $307 | Added$837 |
| AMERIFLEX GROUP, INC. | 180 | $17.1K | $257 | Added$257 |
| EVOLUTION WEALTH MANAGEMENT INC. | 173 | $16.4K | $247 | Added$247 |
| VANGUARD ADVISERS INC | 168 | $15.9K | — | Held |
| Morton Brown Family Wealth, LLC | 164 | $15.5K | $235 | Added$235 |
| BLAIR WILLIAM & CO/IL | 144 | $13.6K | $206 | Cut−$77.6K |
| Sound Income Strategies, LLC | 111 | $10.5K | −$193 | Cut−$193 |
| Arax Advisory Partners | 92 | $8.7K | — | New |
| Abound Wealth Management | 84 | $7.96K | — | New |
| TD Capital Management LLC | 82 | $7.75K | $66 | Added$161 |
| USAdvisors Wealth Management, LLC | 72.5K | $6.76K | −$1 | Added$353 |
| Pinnacle Bancorp, Inc. | 70 | $6.63K | $100 | Added$100 |
| NBT BANK N A /NY | 67 | $6.35K | $1.84K | Added$96 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 52 | $5.1K | — | New |
| BANK OF MONTREAL /CAN/ | 50 | $4.74K | $37 | Added$37 |
| Larson Financial Group LLC | 42 | $3.98K | $60 | Added$60 |
| Hilltop National Bank | 34 | $3.22K | $49 | Cut−$9.65K |
| Main Street Group, LTD | 22 | $2.08K | — | New |
| THOROUGHBRED FINANCIAL SERVICES, LLC | 18.9K | $1.79K | $24 | Added$258 |
| NATIXIS ADVISORS, LLC | 13.3K | $1.26K | — | New |
| WEDBUSH SECURITIES INC | 10.9K | $1.03K | $15 | Added$64 |
| PEAPACK GLADSTONE FINANCIAL CORP | 6.01K | $570 | $9 | Added$9 |
| Janney Montgomery Scott LLC | 4.55K | $431 | $7 | Added$11 |
| CENTAURUS FINANCIAL, INC. | 4.4K | $417 | $7 | Cut−$14 |
| Fidelity | 3 | $321 | — | New |
| Thrivent Financial for Lutherans | 3.08K | $292 | $4 | Cut−$2 |
| PARK AVENUE SECURITIES LLC | 2.54K | $241 | $4 | Added$6 |
| CITIGROUP INC | 1 | $95 | $2 | Added$2 |
| Covestor Ltd | 237 | $22 | $0 | Added$10 |