| MORGAN STANLEY | 2.99M | $119.7M | $3.1M | Added$7.71M |
| BANK OF AMERICA CORP /DE/ | 1.85M | $74.3M | $2M | Cut−$3.91M |
| Valmark Advisers, Inc. | 1.64M | $65.8M | $1.77M | Cut−$740.4K |
| UBS Group AG | 1.43M | $57.5M | $1.48M | Added$4.06M |
| STATE OF WISCONSIN INVESTMENT BOARD | 1.41M | $56.5M | $1.52M | Added$1.52M |
| WELLS FARGO & COMPANY/MN | 1.26M | $50.5M | $1.34M | Added$2.14M |
| LPL Financial LLC | 1.21M | $48.5M | $1.31M | Cut−$4.6M |
| ESL Trust Services, LLC | 958.8K | $38.4M | $1.03M | Added$1.09M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 676.4K | $27.1M | $730.6K | Cut−$95.6K |
| Elwood & Goetz Wealth Advisory Group, LLC | 619.1K | $24.8M | $656.9K | Added$1.09M |
| OneDigital Investment Advisors LLC | 599.4K | $24M | $647.4K | Cut−$5.72M |
| MEITAV INVESTMENT HOUSE LTD | 577.3K | $23.1M | $623.4K | Added$617.8K |
| Warren Street Wealth Advisors, LLC | 543K | $21.8M | $586.4K | Cut−$258.9K |
| Marathon Mission, Inc. | 508.2K | $20.4M | $507.5K | Added$2.04M |
| Pallas Capital Advisors LLC | 492.7K | $19.8M | $532.1K | Cut−$1.27M |
| HighPoint Advisor Group LLC | 431.2K | $17.3M | $465.7K | Cut−$3.02M |
| OSAIC HOLDINGS, INC. | 426.8K | $17.1M | $462.6K | Cut−$3.29M |
| HOWARD FINANCIAL SERVICES, LTD. | 336.8K | $13.5M | $331.1K | Added$1.54M |
| Transamerica Financial Advisors, LLC | 329.8K | $13.2M | $356.2K | Cut−$872.4K |
| Cetera Investment Advisers | 319.5K | $12.8M | $345.1K | Cut−$1.49M |
| WEALTH MANAGEMENT RESOURCES, INC. | 316.5K | $12.7M | $341.8K | Added$330.1K |
| STIFEL FINANCIAL CORP | 285.2K | $11.4M | $278.5K | Added$1.37M |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 263.3K | $10.6M | $284.3K | Added$284.3K |
| CWM, LLC | 256.8K | $10.3M | $10.3M | Added$10.3M |
| INVENIO WEALTH PARTNERS LLC | 249.5K | $10M | $220.2K | Added$2.05M |
| GOULD ASSET MANAGEMENT LLC /CA/ | 245.4K | $9.84M | $265.1K | Added$121.2K |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | 245.3K | $9.83M | $264.9K | Added$46.9K |
| Goldstein Advisors, LLC | 230.3K | $9.24M | $246.3K | Added$338.2K |
| AMERIPRISE FINANCIAL INC | 229.1K | $9.19M | $259.7K | Added$232.3K |
| Sloy Dahl & Holst, LLC | 228.7K | $9.17M | $246.6K | Added$258K |
| MGO ONE SEVEN LLC | 214.3K | $8.59M | $231.5K | Added$224.4K |
| Arax Advisory Partners | 206.5K | $8.28M | $215K | Added$512.5K |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | 205.2K | $8.23M | $221.6K | Cut−$1.17M |
| Bank of New York Mellon Corp | 202.5K | $8.12M | $200.1K | Added$891.8K |
| WESCAP Management Group, Inc. | 186.5K | $7.48M | $193.2K | Added$499.6K |
| Pinnacle Financial Partners, Inc. | 170K | $6.82M | $171.1K | Added$635.9K |
| Evergreen Private Wealth LLC | 168.7K | $6.77M | $182.3K | Added$137K |
| Focus Partners Wealth | 163K | $6.54M | $176.1K | Cut−$328.1K |
| Atria Investments, Inc | 162.1K | $6.5M | $175.1K | Added$93.4K |
| Stratos Wealth Partners, LTD. | 160.8K | $6.45M | $173.4K | Added$184.5K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 153.2K | $6.14M | $165.4K | Cut−$7.97M |
| Merit Financial Group, LLC | 136.8K | $5.49M | $147.8K | Cut−$222K |
| Encompass More Asset Management | 132.3K | $5.31M | $66.6K | Added$2.9M |
| Addison Capital Co | 131.9K | $5.29M | $126.6K | Added$711K |
| IFP Advisors, Inc | 129.3K | $5.19M | $117.1K | Added$952.9K |
| EVERMAY WEALTH MANAGEMENT LLC | 128.1K | $5.14M | $138.3K | Cut−$91K |
| Mariner, LLC | 121.2K | $4.86M | $130.9K | Cut−$21.8K |
| SENTINEL WEALTH MANAGEMENT, INC. | 118.7K | $4.76M | $124.9K | Added$244.5K |
| D.A. DAVIDSON & CO. | 115.2K | $4.62M | $124.4K | Added$47.1K |
| ENVESTNET ASSET MANAGEMENT INC | 113.5K | $4.55M | $122.6K | Added$51.7K |
| Private Advisor Group, LLC | 105.6K | $4.23M | $110.1K | Added$257.3K |
| Algorithmic Investment Models, LLC | 99.7K | $4M | $107.6K | Cut−$101.2K |
| Equitable Holdings, Inc. | 102.2K | $3.99M | −$0 | Added$113.6K |
| CASTLEKEEP INVESTMENT ADVISORS LLC | 95.7K | $3.84M | $97.1K | Added$330.3K |
| Smartleaf Asset Management LLC | 98K | $3.79M | −$48K | Cut−$89.8K |
| GOLDMAN SACHS GROUP INC | 94.4K | $3.79M | — | New |
| JPMORGAN CHASE & CO | 84.8K | $3.28M | −$31.4K | Cut−$612.1K |
| Leo Wealth, LLC | 80.1K | $3.21M | $67.6K | Added$736.6K |
| SK Wealth Management, LLC | 79.1K | $3.18M | −$175.5K | Cut−$209.6K |
| RAYMOND JAMES FINANCIAL INC | 74.3K | $2.98M | $77.2K | Added$190.7K |
| HighTower Advisors, LLC | 72.6K | $2.91M | $22.8K | Added$2.09M |
| Lido Advisors, LLC | 69.9K | $2.8M | $61.1K | Added$615.2K |
| Premier Path Wealth Partners, LLC | 69.8K | $2.8M | $75.4K | Cut−$418.5K |
| JOURNEY STRATEGIC WEALTH LLC | 65.9K | $2.64M | $71.2K | Added$37.1K |
| Citadel | 63.6K | $2.55M | $68.7K | Cut−$2.13M |
| NewEdge Wealth, LLC | 57.1K | $2.29M | — | New |
| Yoder Wealth Management, Inc. | 55.5K | $2.22M | $59.1K | Added$48.8K |
| DRIVE WEALTH MANAGEMENT, LLC | 55.1K | $2.21M | $53.6K | Added$275.3K |
| OLD MISSION CAPITAL LLC | 50.6K | $2.03M | $54.6K | Cut−$207.5K |
| XML Financial, LLC | 49.2K | $1.97M | $53.1K | Added$43.6K |
| Karnit Road Accident Victims Compensation Fund | 47.2K | $1.89M | $51K | Added$51K |
| Blackhawk Capital Partners, LLC | 45.7K | $1.83M | $46.6K | Added$147.3K |
| Kestra Advisory Services, LLC | 42.1K | $1.69M | $43.9K | Added$101.8K |
| Per Stirling Capital Management, LLC. | 39.6K | $1.59M | $42.8K | Added$26.9K |
| Montecito Bank & Trust | 39K | $1.56M | $42.1K | Cut−$103.2K |
| Glen Eagle Advisors, LLC | 37.2K | $1.49M | $40.1K | Cut−$421.6K |
| CONDOR CAPITAL MANAGEMENT | 37K | $1.48M | $39.9K | Added$34K |
| MAI Capital Management | 35.7K | $1.43M | $38K | Added$61.5K |
| CLIENT 1ST ADVISORY GROUP, LLC | 35.6K | $1.43M | $38.5K | Added$4.35K |
| Oxinas Partners, LLC | 35.5K | $1.42M | $38.4K | Cut−$1.17K |
| Robertson Stephens Wealth Management, LLC | 33.1K | $1.33M | $35.8K | Added$36.1K |
| CAPTRUST FINANCIAL ADVISORS | 33K | $1.32M | $35.7K | Cut−$236K |
| Beaumont Financial Advisors, LLC | 32K | $1.28M | $34.6K | Added$8.63K |
| Rockefeller Capital Management L.P. | 31.5K | $1.26M | $30.9K | Added$149.2K |
| EverSource Wealth Advisors, LLC | 30.3K | $1.21M | $32.2K | Added$54.2K |
| Sherry Group, Inc. | 30.1K | $1.21M | $28.9K | Added$29.5K |
| Empowered Funds, LLC | 29.9K | $1.2M | $24.5K | Added$316.2K |
| FIRST FINANCIAL CORP /IN/ | 29.4K | $1.18M | $30.2K | Added$89.1K |
| NORTHBRIDGE FINANCIAL GROUP, LLC | 27.2K | $1.18M | $113.3K | Added$76.9K |
| Koss-Olinger Consulting, LLC | 29.3K | $1.17M | $32K | Added$23.4K |
| Integrated Wealth Concepts LLC | 28.6K | $1.15M | $26.6K | Added$184.3K |
| Beckerman Institutional, LLC | 28.3K | $1.13M | $30.5K | Added$30.6K |
| MERCER GLOBAL ADVISORS INC /ADV | 27.9K | $1.12M | $9.1K | Added$790.7K |
| NBC SECURITIES, INC. | 25.8K | $1.03M | $27.8K | Cut−$104.9K |
| Perigon Wealth Management, LLC | 25.7K | $1.03M | $26.4K | Added$78.1K |
| Summit Wealth Partners, LLC | 25.5K | $1.02M | $27.6K | Cut−$68.1K |
| ETF Store, Inc. | 24.9K | $996.7K | $22.7K | Added$174.6K |
| Fischer Financial Services, Inc. | 24.3K | $976.2K | $25.5K | Added$52.1K |
| IHT Wealth Management, LLC | 24.1K | $965.5K | $17.2K | Added$10.1K |
| N.E.W. Advisory Services LLC | 22K | $880.7K | $23.5K | Added$31.1K |
| Independent Advisor Alliance | 21.5K | $862.2K | — | New |
| Ellis Investment Partners, LLC | 21.4K | $860K | $23K | Added$27.7K |
| XY Planning Network, Inc. | 21.1K | $850K | $19.6K | Added$280K |
| Arsenal Capital Advisors LLC | 19.8K | $795.4K | $21.4K | Added$21.4K |
| Geneos Wealth Management Inc. | 19.8K | $793.5K | $19.2K | Added$100.9K |
| Golden State Equity Partners | 19.6K | $788K | $10.5K | Added$407.5K |
| Skyline Advisors, Inc. | 19.6K | $785.1K | $21.1K | Cut−$586.7K |
| SFI Advisors, LLC | 19K | $761.6K | $20.5K | Cut−$151.1K |
| Retirement Planning Group, LLC | 18.4K | $739.4K | — | New |
| Baird Financial Group, Inc. | 18.3K | $733.9K | — | New |
| Western Wealth Management, LLC | 17.3K | $693.8K | $7.59K | Added$420K |
| Legacy Financial Group LLC | 17.3K | $693.6K | −$25.3K | Cut−$35.8K |
| HOWARD BAILEY SECURITIES, LLC | 17K | $682.6K | $18.4K | Added$7.59K |
| FIFTH THIRD BANCORP | 17K | $679.9K | $1.29K | Added$633.1K |
| HARBOUR INVESTMENTS, INC. | 16.3K | $655.3K | $16.7K | Added$50.9K |
| Mengis Capital Management, Inc. | 16.2K | $651.5K | $17.6K | Added$17.6K |
| CreativeOne Wealth, LLC | 15.7K | $630K | $15.3K | Added$79.1K |
| WealthPlan Investment Management, LLC | 15.7K | $629.1K | $17K | Cut−$70.5K |
| Bison Wealth, LLC | 13.1K | $625.8K | $109.8K | Added$84.3K |
| Opulen Financial Group LLC | 15.4K | $616.6K | $16.4K | Added$26.4K |
| Avestar Capital, LLC | 15.3K | $612.7K | $16.5K | Added$15.2K |
| WEBSTER BANK, N. A. | 15.2K | $611.1K | $16.5K | Added$16.5K |
| MML INVESTORS SERVICES, LLC | 15.2K | $608.5K | $16.4K | Cut−$240K |
| WORLD EQUITY GROUP, INC. | 15.1K | $604.9K | $12.7K | Added$146K |
| Summit Financial, LLC | 15K | $603.3K | $16.3K | Cut−$3.2K |
| Focus Partners Advisor Solutions, LLC | 14.5K | $582.2K | $15.7K | Cut−$33.8K |
| ROYAL BANK OF CANADA | 14.5K | $580K | $16K | Cut−$5.43M |
| Cornerstone Financial Group, LLC /NE/ | 12.7K | $578.8K | $82.5K | Added$64.5K |
| OMNI 360 Wealth, Inc. | 14.1K | $563.6K | −$11.1K | Cut−$3.31K |
| Keystone Financial Group | 13.5K | $562K | $35.7K | Added$25.7K |
| U.S. Capital Wealth Advisors, LLC | 14K | $560.6K | $15.1K | Cut−$30.1K |
| Mayflower Financial Advisors, LLC | 13.8K | $555.4K | $15K | Cut−$26.7K |
| REDW Wealth LLC | 13.8K | $551.9K | $14.9K | Cut−$153.7K |
| RFG Advisory, LLC | 13.6K | $546.4K | $14.7K | Added$14.8K |
| MBE Wealth Management, LLC | 13.6K | $544.8K | $14.7K | Added$14.7K |
| WealthShield Partners, LLC | 13.1K | $525.5K | $14.2K | Added$14.2K |
| Wealthfront Advisers LLC | 13K | $521.5K | $11.1K | Added$119.1K |
| TopTier Wealth Management, LLC | 12.9K | $517.8K | $13.9K | Added$14.3K |
| Fermata Advisors, LLC | 12.7K | $509.3K | $13.7K | Cut−$102.8K |
| Security Financial Services, INC. | 12.4K | $497K | $13.4K | Cut−$281.1K |
| Alchemi Wealth, LLC | 11.3K | $452.4K | — | New |
| Herold Advisors, Inc. | 11.2K | $450.2K | $12.1K | Cut−$11.3K |
| Steward Partners Investment Advisory, LLC | 11K | $441.3K | $11.9K | Added$11.4K |
| HARBOR ADVISORY CORP /MA/ | 10.7K | $430.9K | $11.6K | Added$11.6K |
| Clearwater Capital Advisors, LLC | 10.4K | $418.2K | $11.2K | Added$8.04K |
| CoreCap Advisors, LLC | 10.4K | $417K | $11.2K | Cut−$8.5K |
| Grove Street Fiduciary, LLC | 10.1K | $403.9K | $10.9K | Added$10.9K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 9.74K | $390.4K | $7.76K | Added$109.9K |
| Modera Wealth Management, LLC | 9.39K | $376.5K | $10.1K | Added$10.1K |
| Key Financial Inc | 8.85K | $355K | $6.83K | Added$108K |
| REAP Financial Group, LLC | 8.77K | $351.5K | $9.45K | Cut−$51.6K |
| Revolve Wealth Partners, LLC | 8.33K | $334.1K | $9K | Added$9K |
| TWIN PEAKS WEALTH ADVISORS, LLC | 7.71K | $309K | −$20.3K | Cut−$20.3K |
| Mason & Associates Inc | 7.94K | $307K | −$2.94K | Cut−$2.94K |
| Prime Capital Investment Advisors, LLC | 7.55K | $302.7K | $7.97K | Added$15K |
| Physician Wealth Advisors, Inc. | 7.52K | $301.6K | $8.03K | Added$12.2K |
| BigSur Wealth Management LLC | 7.5K | $300.8K | — | New |
| Sanctuary Advisors, LLC | 7.38K | $295.8K | $7.13K | Added$38.4K |
| AE Wealth Management LLC | 7.16K | $287K | $7.71K | Cut−$51.9K |
| PERSONAL CFO SOLUTIONS, LLC | 7.08K | $283.7K | $7.64K | Added$7.64K |
| TWO SIGMA SECURITIES, LLC | 7.04K | $282.5K | — | New |
| Compound Planning, Inc. | 6.92K | $277.4K | $7.5K | Cut−$7.48K |
| Cresset Asset Management, LLC | 6.79K | $272.5K | $7.34K | Added$7.34K |
| VestGen Advisors, LLC | 5.8K | $270.8K | $44.5K | Added$44.7K |
| Savvy Advisors, Inc. | 6.25K | $250.6K | $6.63K | Added$10.9K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 6.14K | $246.3K | $6.04K | Added$27.9K |
| SGL Investment Advisors, Inc. | 5.11K | $246K | — | New |
| Fidelity | 5.89K | $236.4K | $4.75K | Added$64.1K |
| Snowden Capital Advisors LLC | 5.84K | $234K | — | New |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 5.83K | $232.7K | −$5.31K | Cut−$236 |
| WOODMONT INVESTMENT COUNSEL LLC | 5.75K | $230.4K | $6.2K | Added$6.21K |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 5.59K | $224K | $6.01K | Cut−$102.8K |
| United Advisor Group, LLC | 5.56K | $222.8K | $6.01K | Added$6.01K |
| KPP Advisory Services LLC | 5.54K | $222K | $5.98K | Added$983 |
| Integrity Financial Corp /WA | 5.51K | $220.9K | $5.95K | Added$5.95K |
| Sunpointe, LLC | 5.46K | $219K | $5.9K | Added$5.9K |
| Corient Private Wealth LLC | 5.43K | $217.7K | $5.59K | Cut−$58K |
| Capital Investment Advisory Services, LLC | 5.4K | $216.4K | $4.87K | Added$40.4K |
| MONECO ADVISORS, LLC | 5.38K | $215.5K | $5.81K | Added$5.81K |
| KNIGHTSBRIDGE ASSET MANAGEMENT, LLC | 5.37K | $215.4K | $5.8K | Added$5.8K |
| Belpointe Asset Management LLC | 5.23K | $209.6K | — | New |
| Sigma Planning Corp | 5.23K | $209.6K | $5.64K | Cut−$39.4K |
| Detalus Advisors, LLC | 5.05K | $202.6K | $5.46K | Cut−$82.1K |
| SFMG, LLC | 5.04K | $202.2K | — | New |
| Farther Finance Advisors, LLC | 4.92K | $198.8K | $6.39K | Added$13.1K |
| PRIVATE TRUST CO NA | 4.43K | $177.5K | $4.78K | Added$4.78K |
| SBI Securities Co., Ltd. | 4.38K | $175.8K | $4.55K | Added$11.3K |
| Gen-Wealth Partners Inc | 4.29K | $172K | $4.63K | Added$4.63K |
| ASSETMARK, INC | 3.38K | $135.4K | $3.44K | Added$11.1K |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. | 3.06K | $122.6K | $3.3K | Added$3.3K |
| Allworth Financial LP | 3K | $120.3K | $3.24K | Added$1.45K |
| Avalon Trust Co | 2.11K | $84.5K | — | New |
| Strategic Wealth Partners, Ltd. | 1.98K | $79.4K | $2.15K | Cut−$5.07K |
| Aptus Capital Advisors, LLC | 1.93K | $77.6K | $2.09K | Cut−$526 |
| AdvisorNet Financial, Inc | 1.35K | $54.1K | $972 | Added$19K |
| PNC Financial Services Group, Inc. | 1.34K | $53.8K | $1.45K | Added$1.45K |
| Larson Financial Group LLC | 1.23K | $49.5K | $1.31K | Added$1.39K |
| HUNTINGTON NATIONAL BANK | 1.08K | $43.1K | $1.16K | Added$1.16K |
| Qube Research & Technologies Ltd | 909 | $36.5K | $982 | Cut−$41.6K |
| AlphaCore Capital LLC | 556 | $22.3K | $601 | Added$601 |
| EVOLUTION WEALTH MANAGEMENT INC. | 469 | $18.8K | $507 | Added$468 |
| HIGHLINE WEALTH PARTNERS LLC | 394 | $15.8K | $420 | Cut−$3.41K |
| VANGUARD ADVISERS INC | 342 | $13.7K | — | Held |
| Synergy Investment Management, LLC | 300 | $12K | — | New |
| ARCADIA INVESTMENT MANAGEMENT CORP/MI | 297 | $11.9K | $288 | Added$1.49K |
| BlackRock, Inc. | 262 | $10.5K | — | New |
| Noble Wealth Management PBC | 218 | $8.74K | $236 | Added$236 |
| GILL CAPITAL PARTNERS, LLC | 181 | $7.26K | — | New |
| Betterment LLC | 176.9K | $7.09K | $190 | Cut−$226 |
| Pinnacle Wealth Planning Services, Inc. | 163 | $6.54K | $176 | Added$176 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 151 | $6.05K | $163 | Added$163 |
| Addison Advisors LLC | 150 | $6.01K | $162 | Added$162 |
| Triumph Capital Management | 149 | $5.97K | — | New |
| Clearstead Advisors, LLC | 127 | $5.09K | $137 | Added$137 |
| JFS WEALTH ADVISORS, LLC | 127 | $5.08K | $144 | Added$144 |
| WPG Advisers, LLC | 122 | $4.89K | $132 | Added$132 |
| CALDWELL SUTTER CAPITAL, INC. | 99 | $3.97K | $107 | Added$107 |
| TOMPKINS FINANCIAL CORP | 81 | $3.25K | $87 | Added$87 |
| Godfrey Financial Associates, Inc. | 68 | $2.73K | $74 | Added$74 |
| NBT BANK N A /NY | 60 | $2.41K | −$777 | Added$65 |
| BAYBAN | 53 | $2.13K | $57 | Added$57 |
| Cambridge Investment Research Advisors, Inc. | 38.1K | $1.53K | $41 | Added$40 |
| Napier Financial, LLC | 34 | $1.36K | — | New |
| US BANCORP \DE\ | 32 | $1.28K | $35 | Cut−$63.3K |
| BNP PARIBAS FINANCIAL MARKETS | 26 | $1.04K | $18 | Added$419 |
| SHP Wealth Management | 21 | $842 | $23 | Added$23 |
| Lloyd Advisory Services, LLC. | 10 | $408 | — | New |
| Kingdom Financial Group LLC. | 10 | $408 | $12 | Added$12 |
| Thrivent Financial for Lutherans | 9.97K | $393 | $3 | Cut−$234 |
| Janney Montgomery Scott LLC | 6.14K | $246 | $6 | Added$10 |
| HRT FINANCIAL LP | 5.74K | $230 | — | New |
| WEDBUSH SECURITIES INC | 5.45K | $218 | $5 | Added$4 |
| Financial Gravity Asset Management, Inc. | 4 | $160 | $4 | Added$4 |
| Covestor Ltd | 408 | $16 | $0 | Added$6 |
| CX Institutional | 150 | $6 | $0 | Cut−$7 |
| Financial Management Professionals, Inc. | 0 | $0 | — | Held |