| LPL Financial LLC | 558.9K | $29.6M | $1.83M | Added$2.45M |
| MORGAN STANLEY | 521.2K | $27.6M | $1.49M | Added$5.45M |
| Stonebridge Financial Group, LLC | 281.6K | $14.9M | $870.2K | Added$1.98M |
| Lido Advisors, LLC | 235.6K | $12.5M | $701.6K | Cut−$85K |
| RAYMOND JAMES FINANCIAL INC | 227K | $12M | $757.9K | Cut−$8.73M |
| BANK OF AMERICA CORP /DE/ | 180.5K | $9.56M | $602.8K | Added$326.9K |
| United Advisor Group, LLC | 124.7K | $6.6M | $405.9K | Added$571.1K |
| UBS Group AG | 106.3K | $5.63M | $333.6K | Added$671.9K |
| COMMONWEALTH EQUITY SERVICES, LLC | 104.9K | $5.56M | $338.2K | Added$530K |
| XML Financial, LLC | 103.2K | $5.46M | $312.6K | Added$818.9K |
| Linscomb Wealth, Inc. | 100.7K | $5.33M | $336.3K | Cut−$481.6K |
| Founders Financial Alliance, LLC | 95.2K | $5.04M | $310.1K | Added$436.3K |
| Modern Wealth Management, LLC | 94K | $5.01M | $277.1K | Added$1.22M |
| ROYAL BANK OF CANADA | 89.7K | $4.75M | $299.9K | Added$151K |
| BANK OF NOVA SCOTIA | 84.4K | $4.47M | — | New |
| COLUMBIA ADVISORY PARTNERS LLC | 78.7K | $4.17M | $262.8K | Added$228.5K |
| Stonebridge Wealth Management, LLC | 66.3K | $3.51M | $221.4K | Cut−$208.5K |
| Philip James Wealth Mangement, LLC | 55.2K | $2.92M | $184.3K | Cut−$904.4K |
| Independent Advisor Alliance | 54.4K | $2.88M | $147.7K | Added$683.8K |
| CWM, LLC | 48.3K | $2.56M | $2.55M | Added$2.55M |
| Stratos Wealth Partners, LTD. | 46.7K | $2.47M | $156.1K | Cut−$145K |
| Dickmeyer Boyce Financial Management, Inc. | 42.3K | $2.24M | — | Held |
| Strategic Financial Concepts, LLC | 36.9K | $1.96M | — | New |
| Vestmark Advisory Solutions, Inc. | 36K | $1.91M | $113.2K | Added$224.9K |
| CERTUITY, LLC | 35.5K | $1.88M | $118.6K | Cut−$355.5K |
| CAPTRUST FINANCIAL ADVISORS | 33.3K | $1.76M | $111K | Cut−$40.3K |
| Private Advisor Group, LLC | 29.5K | $1.56M | $98K | Added$105.1K |
| TWO SIGMA INVESTMENTS, LP | 29.1K | $1.54M | — | New |
| ENVESTNET ASSET MANAGEMENT INC | 28.7K | $1.52M | $86.1K | Added$238.2K |
| LifeWealth Investments, LLC | 28.3K | $1.5M | $79.2K | Added$323.8K |
| Everstar Asset Management, LLC | 25.8K | $1.37M | $73K | Added$129.6K |
| OSAIC HOLDINGS, INC. | 18.7K | $988.1K | $29.2K | Added$554.5K |
| Allworth Financial LP | 18.2K | $965.6K | $60.9K | Added$45.5K |
| Cetera Investment Advisers | 16.5K | $873.5K | $55.1K | Cut−$124.9K |
| PRECEDENT WEALTH PARTNERS, LLC | 16.2K | $859.2K | $53.5K | Added$64.2K |
| JPMORGAN CHASE & CO | 16K | $835.6K | $38.3K | Added$111.2K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 14.9K | $789.4K | — | New |
| HARBOR INVESTMENT ADVISORY, LLC | 14.2K | $751.2K | $38.4K | Added$180.5K |
| Creative Planning | 13.4K | $711.2K | $44.8K | Added$37.7K |
| Golden State Equity Partners | 13.1K | $696.1K | — | New |
| Sovran Advisors, LLC | 11.7K | $667.5K | $44.1K | Added$59.9K |
| OPPENHEIMER & CO INC | 12.3K | $652.2K | $38.6K | Added$79.1K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 10.2K | $541.5K | $33.4K | Added$45.1K |
| Team Financial Group, LLC | 10K | $530.1K | $33.4K | Cut−$19.7K |
| Summit Financial, LLC | 9.83K | $520.4K | — | New |
| IHT Wealth Management, LLC | 9.79K | $518.5K | $32.7K | Cut−$23K |
| FIRST NATIONAL BANK SIOUX FALLS | 9.05K | $500.5K | $49.8K | Added$64.9K |
| Princeton Global Asset Management LLC | 9.42K | $499K | $31.5K | Cut−$406.9K |
| Avidian Wealth Enterprises, LLC | 9.1K | $482K | — | New |
| Opes Wealth Management LLC | 8.87K | $469.6K | $27.4K | Added$63.1K |
| WealthPoint Financial, LLC | 9.19K | $456.1K | $0 | Held |
| Wealthcare Capital Partners, LLC | 8.58K | $454.5K | $28.6K | Added$30.1K |
| MERCER GLOBAL ADVISORS INC /ADV | 8.33K | $441.1K | $13.8K | Added$236.3K |
| Arkadios Wealth Advisors | 8.23K | $436K | $23.3K | Added$88.8K |
| Marshall & Sterling Wealth Advisors Inc. | 8.2K | $434K | $27.4K | Cut−$1.62M |
| CAPITAL MANAGEMENT CORP /VA | 8.1K | $429K | $27K | Cut−$17.6K |
| Kestra Advisory Services, LLC | 8.02K | $424.7K | $22K | Added$97.4K |
| Steward Partners Investment Advisory, LLC | 7.38K | $390.8K | $24.6K | Added$24.6K |
| Redmond Asset Management, LLC | 7.3K | $386.8K | $24.2K | Added$26.7K |
| Gateway Wealth Partners, LLC | 7.25K | $384.1K | — | New |
| SIGNET FINANCIAL MANAGEMENT, LLC | 7.15K | $378.7K | $23.9K | Cut−$8.87K |
| JONES FINANCIAL COMPANIES LLLP | 7.02K | $367.9K | $18K | Added$47.8K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 6.77K | $360.3K | $13.4K | Cut−$357.1K |
| TopTier Wealth Management, LLC | 6.78K | $359K | $22.6K | Added$23.8K |
| Asset Dedication, LLC | 6.42K | $340.2K | $21.5K | Added$21.5K |
| RMR Wealth Builders | 6.33K | $335.3K | $21.2K | Cut−$6.98K |
| Rockefeller Capital Management L.P. | 6.28K | $332.5K | $21K | Added$21.1K |
| Sanctuary Advisors, LLC | 6.2K | $328.3K | $20.2K | Added$28.5K |
| Quartz Partners, LLC | 6.1K | $323.1K | $16.6K | Added$77.2K |
| Joseph Group Capital Management | 6.08K | $322.1K | $20.3K | Cut−$6.4K |
| FLAGSHIP HARBOR ADVISORS, LLC | 5.73K | $303.3K | $19.1K | Added$19.1K |
| STIFEL FINANCIAL CORP | 5.44K | $288K | $18.2K | Added$17.8K |
| Cascade Financial Partners, LLC | 5.37K | $284.5K | $17.9K | Added$17.9K |
| Venturi Wealth Management, LLC | 5.17K | $274K | $17.3K | Cut−$181.7K |
| Chicago Partners Investment Group LLC | 4.7K | $265K | $15.1K | Added$13.7K |
| Atria Investments, Inc | 4.92K | $260.5K | $16.4K | Added$1.65K |
| IMC-Chicago, LLC | 4.58K | $242.5K | — | New |
| HUNTINGTON NATIONAL BANK | 4.56K | $241.3K | — | New |
| Empirical Asset Management, LLC | 4.38K | $231.9K | $14.6K | Cut−$11.1K |
| Bison Wealth, LLC | 3.92K | $215.8K | $14.3K | Added$1.11K |
| Redwood Family Wealth LLC | 3.94K | $208.5K | — | New |
| Beacon Financial Advisory LLC | 3.85K | $204K | $12.9K | Cut−$10.7K |
| Savant Capital, LLC | 3.83K | $202.9K | — | New |
| REAP Financial Group, LLC | 3.35K | $177.5K | $11.2K | Cut−$16.7K |
| BANK OF MONTREAL /CAN/ | 3.3K | $174.8K | $11K | Added$11K |
| AE Wealth Management LLC | 3.23K | $171.2K | $3.25K | Added$122.9K |
| Sunbelt Securities, Inc. | 3.02K | $159.9K | $10.1K | Added$10.1K |
| NATIONAL BANK OF CANADA /FI/ | 2.6K | $137.7K | $8.79K | Added$8.79K |
| Fidelity | 2.13K | $112.7K | $7.09K | Added$6.94K |
| SBI Securities Co., Ltd. | 2.03K | $107.5K | $6.78K | Added$5.34K |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 1.85K | $97.9K | $5.32K | Added$19K |
| Golden State Wealth Management, LLC | 1.41K | $74.8K | $4.69K | Added$4.85K |
| Root Financial Partners, LLC | 1.26K | $66.7K | $4.21K | Added$4.21K |
| PNC Financial Services Group, Inc. | 1.19K | $63K | $3.97K | Added$3.97K |
| BLAIR WILLIAM & CO/IL | 1.17K | $62K | $3.91K | Added$3.91K |
| Ancora Advisors LLC | 1.09K | $57.8K | $3.64K | Added$3.64K |
| NBC SECURITIES, INC. | 1.05K | $55.5K | $3.5K | Cut−$14.1K |
| Western Wealth Management, LLC | 1.03K | $54.8K | — | New |
| ASSETMARK, INC | 1K | $53K | $3.34K | Added$3.35K |
| VANGUARD ADVISERS INC | 628 | $33.3K | — | Held |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 616 | $32.6K | $2.06K | Added$2.06K |
| Medallion Wealth Advisors, LLC | 469 | $24.8K | $1.57K | Added$1.57K |
| CoreCap Advisors, LLC | 354 | $18.7K | $1.18K | Added$1.18K |
| Glen Eagle Advisors, LLC | 299 | $15.8K | $980 | Added$1.03K |
| FIFTH THIRD BANCORP | 248 | $13.1K | $164 | Added$10.7K |
| PRIVATE TRUST CO NA | 231 | $12.2K | $771 | Added$771 |
| BlackRock, Inc. | 220 | $11.7K | — | New |
| Parallel Advisors, LLC | 211 | $11.2K | $704 | Added$704 |
| Aptus Capital Advisors, LLC | 192 | $10.2K | $641 | Added$641 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | 192 | $10.2K | — | New |
| Capital Investment Advisory Services, LLC | 148 | $7.84K | $495 | Added$495 |
| LVM CAPITAL MANAGEMENT LTD/MI | 144.1K | $7.63K | $459 | Added$809 |
| EVOLUTION WEALTH MANAGEMENT INC. | 122 | $6.46K | $408 | Added$408 |
| WELLS FARGO & COMPANY/MN | 107 | $5.66K | $348 | Cut−$655K |
| Geneos Wealth Management Inc. | 100 | $5.3K | $334 | Added$334 |
| Smartleaf Asset Management LLC | 62 | $3.24K | $114 | Added$584 |
| Main Street Group, LTD | 51 | $2.69K | — | New |
| Cambridge Investment Research Advisors, Inc. | 20.7K | $1.1K | $65 | Added$129 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 20 | $1.06K | $73 | Added$73 |
| SHP Wealth Management | 14 | $742 | $47 | Added$47 |
| Financial Gravity Asset Management, Inc. | 7 | $371 | — | New |
| PARK AVENUE SECURITIES LLC | 6.03K | $320 | $18 | Added$62 |
| BESSEMER GROUP INC | 3.53K | $187 | $12 | Cut−$124 |
| CENTAURUS FINANCIAL, INC. | 3.1K | $164 | $10 | Cut−$4 |
| Capital Advisors, Ltd. LLC | 2.6K | $138 | $4 | Cut−$1.52K |
| Covestor Ltd | 88 | $5 | $0 | Added$3 |