| DAVENPORT & Co LLC | 722.9K | $48.6M | $260.3K | Added$7.2M |
| UBS Group AG | 580K | $39M | $243.6K | Cut−$1.33M |
| BANK OF AMERICA CORP /DE/ | 494.6K | $33.3M | $207.8K | Cut−$540.1K |
| MORGAN STANLEY | 459.9K | $30.9M | $192.9K | Added$235.1K |
| TRUIST FINANCIAL CORP | 438.9K | $29.5M | $157.5K | Added$4.46M |
| LPL Financial LLC | 429.1K | $28.8M | $104.8K | Added$12.2M |
| Baird Financial Group, Inc. | 322.8K | $21.7M | $135.6K | Cut−$520.3K |
| Freedom Investment Management, Inc. | 294K | $19.8M | $123.6K | Cut−$375.5K |
| CPC Advisors, LLC | 262.3K | $17.6M | $107.3K | Added$567.3K |
| IEQ CAPITAL, LLC | 203.6K | $13.7M | $85.5K | Added$85.5K |
| Clearwater Capital Advisors, LLC | 191.7K | $12.9M | $77.4K | Added$566K |
| Private Advisor Group, LLC | 175K | $11.8M | $73K | Added$166.5K |
| ROYAL BANK OF CANADA | 152.2K | $10.2M | $54.9K | Added$1.41M |
| HighTower Advisors, LLC | 140.6K | $9.45M | $59.2K | Cut−$971.9K |
| JPMORGAN CHASE & CO | 120K | $7.86M | −$160.8K | Cut−$220.7K |
| WELLS FARGO & COMPANY/MN | 115.1K | $7.74M | $38.5K | Added$1.61M |
| RAYMOND JAMES FINANCIAL INC | 107.2K | $7.21M | $45K | Cut−$2.78M |
| Steward Partners Investment Advisory, LLC | 104.5K | $7.02M | $43.9K | Added$52.7K |
| Provident Wealth Management, LLC | 99.6K | $6.69M | $41.3K | Added$118.1K |
| THEORY FINANCIAL LLC | 89.6K | $6.02M | −$183.6K | Added$1.09M |
| Pinnacle Financial Partners, Inc. | 86.9K | $5.84M | $36.5K | Added$32.1K |
| ENVESTNET ASSET MANAGEMENT INC | 84.4K | $5.67M | $35.5K | Cut−$69.8K |
| Davidson Kahn Capital Management, LLC | 80.6K | $5.42M | $33.9K | Cut−$245.7K |
| Breakwater Capital Group | 79.8K | $5.36M | $33.5K | Added$12.8K |
| Cetera Investment Advisers | 61.7K | $4.15M | $25.9K | Cut−$154.4K |
| TopTier Wealth Management, LLC | 60.9K | $4.09M | $25.6K | Added$23.4K |
| Sylvest Advisors, LLC | 56.9K | $3.82M | $20.6K | Added$549.1K |
| AMERIPRISE FINANCIAL INC | 54.4K | $3.65M | $19.5K | Added$456.4K |
| Great Point Wealth Advisors, LLC | 48.9K | $3.28M | $20.5K | Cut−$39.3K |
| NewSquare Capital LLC | 47.3K | $3.18M | $19K | Added$155.1K |
| COMMONWEALTH EQUITY SERVICES, LLC | 46.8K | $3.15M | $19.7K | Added$18.5K |
| CULBERTSON A N & CO INC | 45.6K | $3.07M | $19.2K | Added$13.5K |
| Roan Capital Partners | 44K | $2.96M | — | Held |
| CENTRAL TRUST Co | 43.5K | $2.92M | $14.8K | Added$561.3K |
| Lionshead Wealth Management, LLC | 42.5K | $2.86M | $17.9K | Cut−$37.5K |
| OneDigital Investment Advisors LLC | 40.1K | $2.7M | — | New |
| Equitable Holdings, Inc. | 39.5K | $2.64M | $0 | Cut−$3.59M |
| GHP Investment Advisors, Inc. | 38.6K | $2.59M | $16.2K | Cut−$14.6K |
| Lauer Wealth, LLC | 36.9K | $2.57M | $16.4K | Added$48.7K |
| OSAIC HOLDINGS, INC. | 34.5K | $2.32M | $12.6K | Added$284.9K |
| Bank of New York Mellon Corp | 32.5K | $2.18M | $12.6K | Added$174K |
| Citadel | 30.5K | $2.05M | — | New |
| Corient Private Wealth LLC | 30.4K | $2.05M | $12.8K | Added$12.8K |
| L & S Advisors Inc | 29.9K | $2.01M | $12.3K | Added$53.4K |
| MATHER GROUP, LLC. | 24.8K | $1.66M | $10.4K | Added$552 |
| FLAGSHIP HARBOR ADVISORS, LLC | 24.7K | $1.66M | $10.4K | Added$10.4K |
| Kestra Advisory Services, LLC | 24.5K | $1.65M | $8.69K | Added$260.4K |
| Ridge Creek Global, Inc | 22.8K | $1.53M | $9.59K | Added$6.92K |
| Apella Capital, LLC | 20.9K | $1.51M | $111.5K | Added$111.5K |
| CRUX WEALTH ADVISORS | 21.9K | $1.47M | $9.16K | Cut−$164K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 19.4K | $1.3M | $303 | Added$1.25M |
| Orion Porfolio Solutions, LLC | 19.1K | $1.28M | $8.02K | Added$3.74K |
| Summit Financial, LLC | 17.6K | $1.18M | $7.45K | Added$1.9K |
| Merit Financial Group, LLC | 17.6K | $1.18M | $7.38K | Cut−$204.4K |
| Mason Investment Advisory Services, Inc. | 17.4K | $1.17M | $7.32K | Added$7.32K |
| Rockefeller Capital Management L.P. | 17.3K | $1.16M | $7.28K | Cut−$13K |
| RVW Wealth, LLC | 16.2K | $1.09M | $6.79K | Added$6.79K |
| Amplius Wealth Advisors, LLC | 15.6K | $1.05M | $5.92K | Added$109.2K |
| Western Wealth Management, LLC | 14.6K | $981K | $5.81K | Added$65.2K |
| Savant Capital, LLC | 13.9K | $935.6K | $5.04K | Added$134K |
| World Investment Advisors | 12.6K | $843.9K | $5.3K | Cut−$125.2K |
| Institute for Wealth Management, LLC. | 12.5K | $839.6K | $5.25K | Added$5.25K |
| Asset Dedication, LLC | 12K | $804.2K | $5.02K | Added$5.02K |
| Sensible Money, LLC | 11.9K | $797.6K | $4.98K | Added$4.98K |
| Waverly Advisors, LLC | 11.2K | $751.5K | $4.7K | Cut−$35.2K |
| PACIFIC SUN FINANCIAL CORP | 10.9K | $735.7K | $4.58K | Added$7.94K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 10.5K | $703.5K | $4.42K | Cut−$920 |
| Per Stirling Capital Management, LLC. | 9.61K | $646K | $4.01K | Added$4.14K |
| MERCER GLOBAL ADVISORS INC /ADV | 9.39K | $631.1K | $3.95K | Cut−$263.5K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 8.88K | $600.9K | −$10.9K | Cut−$9.38K |
| Oxler Private Wealth LLC | 8.87K | $596.5K | $3.72K | Cut−$22.8K |
| Envision Financial LLC | 8.36K | $562K | $3.49K | Cut−$42.3K |
| Creative Planning | 8.18K | $549.7K | $3.44K | Added$3.44K |
| CATHY PARETO & ASSOCIATES, INC | 8.17K | $549.4K | $3.42K | Added$4.76K |
| Golden State Equity Partners | 8.17K | $549.3K | $2.6K | Added$144.1K |
| PSI Advisors, LLC | 7.56K | $507.9K | $3.17K | Added$3.17K |
| Centric Wealth Management | 7.06K | $504.6K | $13.4K | Added$14.6K |
| CVA Family Office, LLC | 7.31K | $491.4K | $3.05K | Added$3.12K |
| Cresset Asset Management, LLC | 6.97K | $468.9K | $2.93K | Added$2.93K |
| Beacon Pointe Advisors, LLC | 6.93K | $465.6K | $2.87K | Added$9.72K |
| BLAIR WILLIAM & CO/IL | 6.79K | $456.6K | $2.85K | Added$2.85K |
| Team Financial Group, LLC | 6.56K | $440.8K | $2.73K | Cut−$3.62K |
| Wealthspire Advisors, LLC | 6.45K | $433.8K | $2.71K | Cut−$1.97K |
| Composition Wealth, LLC | 6.39K | $429.7K | $2.7K | Added$3.84K |
| S.A. Mason LLC | 6.08K | $408.6K | $2.55K | Added$2.55K |
| Sargent Investment Group, LLC | 6.08K | $408.4K | $2.55K | Cut−$97.6K |
| Bragg Financial Advisors, Inc | 5.78K | $388.8K | $2.43K | Added$2.43K |
| STIFEL FINANCIAL CORP | 5.74K | $385.6K | $2.41K | Cut−$37.5K |
| LAUREL OAK WEALTH MANAGEMENT, LLC | 5.67K | $381K | $2.38K | Cut−$56.8K |
| Dana Investment Advisors, Inc. | 5.46K | $366.9K | $2.29K | Cut−$12.5K |
| Cornerstone Wealth Management, LLC | 5.43K | $365.3K | $2.29K | Cut−$18.8K |
| HighPoint Advisor Group LLC | 5.38K | $361.4K | $2.26K | Cut−$147 |
| Kingsview Wealth Management, LLC | 5.15K | $346.1K | $2.16K | Added$2.16K |
| MML INVESTORS SERVICES, LLC | 4.97K | $334.1K | $2.07K | Cut−$10.5K |
| Wealthcare Advisory Partners LLC | 4.9K | $329.4K | $1.9K | Added$20.7K |
| VICUS CAPITAL | 4.9K | $329.2K | $2.05K | Added$584 |
| RTD Financial Advisors, Inc. | 4.79K | $322K | — | New |
| Fulton Bank, N.A. | 4.7K | $315.8K | $1.97K | Added$1.97K |
| Colonial River Investments, LLC | 4.56K | $306.5K | — | New |
| Midwest Trust Co | 4.51K | $303.4K | $1.9K | Added$1.9K |
| HOWARD WEALTH MANAGEMENT, LLC | 4.46K | $299.5K | $1.87K | Added$1.87K |
| Mariner, LLC | 4.4K | $296K | $1.85K | Added$1.85K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 4.23K | $284.2K | $1.73K | Added$8.66K |
| D. E. Shaw & Co., Inc. | 4.19K | $281.7K | $1.76K | Added$1.76K |
| Focus Partners Wealth | 4.08K | $274.2K | $1.62K | Added$10.3K |
| CAPITAL MANAGEMENT CORP /VA | 4.05K | $272.2K | $1.7K | Cut−$40.9K |
| Stanich Group LLC | 4.04K | $271.8K | $1.7K | Cut−$1.17K |
| Fidelity | 3.99K | $268.3K | $1.55K | Added$23.7K |
| Medallion Wealth Advisors, LLC | 3.97K | $266.9K | $1.67K | Cut−$2.68K |
| Koshinski Asset Management, Inc. | 3.84K | $257.9K | $1.5K | Added$22K |
| IF Advisors, LLC | 3.77K | $253.1K | $1.58K | Added$1.58K |
| Astoria Portfolio Advisors LLC. | 3.38K | $243.3K | $6.21K | Added$6.21K |
| Financial Insights, Inc. | 3.56K | $239.5K | $1.5K | Added$1.5K |
| Principle Wealth Partners LLC | 3.54K | $237.7K | $1.45K | Added$2.12K |
| Kaydan Wealth Management, Inc. | 3.45K | $231.9K | $1.45K | Added$1.45K |
| NEUBERGER BERMAN GROUP LLC | 3.42K | $229.9K | — | New |
| McKinley Carter Wealth Services, Inc. | 3.41K | $229.2K | $1.43K | Cut−$12.3K |
| Post Resch Tallon Group Inc. | 3.34K | $225.1K | $1.97K | Added$1.97K |
| Ascension Capital Advisors, Inc. | 3.3K | $221.8K | — | New |
| JONES FINANCIAL COMPANIES LLLP | 3.35K | $221.4K | −$2.26K | Added$32.4K |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 3.22K | $216.5K | — | Held |
| Ashton Thomas Private Wealth, LLC | 3.13K | $210.5K | $1.32K | Cut−$11.3K |
| Align Financial, LLC | 3.1K | $208.6K | $205.5K | Added$1.3K |
| SeaCrest Wealth Management, LLC | 3.08K | $207.4K | −$3.27K | Cut−$3.27K |
| BANTAMAC CAPITAL, LLC | 3K | $201.7K | $1.26K | Added$1.26K |
| CAPTRUST FINANCIAL ADVISORS | 3K | $201.3K | $1.26K | Added$1.26K |
| Ancora Advisors LLC | 2.56K | $172.1K | $1.07K | Added$1.07K |
| CWM, LLC | 2.39K | $160.5K | $160K | Added$160.3K |
| DHJJ Financial Advisors, Ltd. | 2.37K | $159.3K | $996 | Added$996 |
| Farther Finance Advisors, LLC | 2.17K | $146.2K | $189 | Added$126.9K |
| FIFTH THIRD BANCORP | 2.13K | $143.5K | — | New |
| US BANCORP \DE\ | 1.96K | $131.4K | $821 | Added$821 |
| Investors Research Corp | 1.8K | $120.9K | $756 | Cut−$311.3K |
| FRANKLIN RESOURCES INC | 1.71K | $114.6K | $716 | Added$716 |
| PNC Financial Services Group, Inc. | 1.35K | $91K | $569 | Added$569 |
| Horizons Wealth Management | 1.23K | $82.9K | $518 | Added$518 |
| Advisory Services Network, LLC | 1.11K | $74.9K | — | New |
| Financial Freedom, LLC | 1.07K | $71.9K | $479 | Added$479 |
| Golden State Wealth Management, LLC | 1.05K | $70.6K | $441 | Added$441 |
| ASSETMARK, INC | 1.01K | $67.7K | $423 | Added$423 |
| WHITTIER TRUST CO OF NEVADA INC | 900 | $61.1K | −$918 | Cut−$918 |
| Allworth Financial LP | 773 | $52K | $211 | Added$18.3K |
| Cassaday & Co Wealth Management LLC | 744 | $50K | — | New |
| Qube Research & Technologies Ltd | 740 | $49.7K | $311 | Added$244 |
| AE Wealth Management LLC | 719 | $48.4K | $302 | Added$302 |
| Newbridge Financial Services Group, Inc. | 632 | $42.5K | $265 | Added$265 |
| OAKWORTH CAPITAL, INC. | 554 | $37.2K | $233 | Added$233 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 547 | $36.8K | $229 | Added$229 |
| NewEdge Advisors, LLC | 5.09K | $30.3K | −$309.5K | Cut−$334.6K |
| Quaker Wealth Management, LLC | 450 | $30.2K | $189 | Cut−$279 |
| Glen Eagle Advisors, LLC | 306 | $20.6K | $128 | Added$128 |
| NBC SECURITIES, INC. | 291 | $19.6K | $123 | Added$123 |
| Plante Moran Financial Advisors, LLC | 228 | $15.3K | $96 | Added$96 |
| EVOLUTION WEALTH MANAGEMENT INC. | 200 | $13.4K | $84 | Added$84 |
| TIAA Wealth Investment Management LLC | 162 | $10.6K | — | Held |
| Johnson Financial Group, Inc. | 153 | $10.3K | $64 | Added$64 |
| GILL CAPITAL PARTNERS, LLC | 150 | $10.1K | — | New |
| VANGUARD ADVISERS INC | 110 | $7.39K | — | Held |
| Pinnacle Wealth Planning Services, Inc. | 85 | $5.71K | $36 | Added$36 |
| Cambridge Investment Research Advisors, Inc. | 80.2K | $5.39K | $34 | Cut−$55 |
| Atlantic Edge Private Wealth Management, LLC | 45 | $3.02K | $19 | Added$19 |
| Quent Capital, LLC | 40 | $2.69K | $17 | Added$17 |
| Operose Advisors LLC | 24 | $1.61K | $12 | Added$12 |
| Janney Montgomery Scott LLC | 21.3K | $1.43K | $9 | Cut−$383 |
| PRICE T ROWE ASSOCIATES INC /MD/ | 14.7K | $985 | $6 | Added$6 |
| Aurora Private Wealth, Inc. | 11K | $736 | $0 | Held |
| LBJ Family Wealth Advisors, Ltd. | 10.4K | $684 | −$13 | Cut−$12 |
| Strategic Advocates LLC | 8 | $538 | −$1 | Cut−$1 |
| Tower Research Capital LLC (TRC) | 2 | $134 | — | New |
| CENTAURUS FINANCIAL, INC. | 1.53K | $103 | $1 | Added$2 |
| Capital Advisors, Ltd. LLC | 1.23K | $83 | $1 | Added$1 |