| Retirement Planning Group, LLC | 4.33M | $231.4M | −$22.1M | Cut−$15.8M |
| HighTower Advisors, LLC | 3.55M | $189.6M | −$18.2M | Cut−$14.2M |
| LPL Financial LLC | 3.45M | $184.4M | −$14.8M | Added$19.1M |
| MORGAN STANLEY | 2.84M | $151.9M | −$12.3M | Added$14.4M |
| TRUST POINT INC. | 2.51M | $134.1M | −$13.2M | Cut−$19.6M |
| BANK OF AMERICA CORP /DE/ | 2.04M | $109M | −$8.25M | Added$16.6M |
| Private Advisor Group, LLC | 1.3M | $69.6M | −$6.04M | Added$1.91M |
| RVW Wealth, LLC | 1.07M | $56.9M | −$5.58M | Cut−$6.55M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1.02M | $54.6M | −$3.79M | Added$12.1M |
| RAYMOND JAMES FINANCIAL INC | 792.2K | $42.3M | −$798.7K | Added$33.4M |
| ENVESTNET ASSET MANAGEMENT INC | 536.7K | $28.7M | −$721.7K | Added$20.6M |
| UBS Group AG | 527.4K | $28.2M | −$921K | Added$17.9M |
| Rockefeller Capital Management L.P. | 506K | $27M | −$520.7K | Added$21.2M |
| COLUMBIA ADVISORY PARTNERS LLC | 426K | $22.8M | −$2.11M | Cut−$851.2K |
| Cetera Investment Advisers | 390.6K | $20.9M | −$1.95M | Cut−$917.6K |
| Prestige Wealth Management Group LLC | 359.3K | $19.2M | −$1.88M | Cut−$3.25M |
| OSAIC HOLDINGS, INC. | 356.4K | $19M | −$1.87M | Cut−$2.93M |
| Ritter Daniher Financial Advisory LLC / DE | 336.1K | $18M | −$1.62M | Cut−$213.7K |
| Kestra Advisory Services, LLC | 333.7K | $17.8M | −$1.34M | Added$2.79M |
| Legacy Financial Advisors, Inc. | 333.3K | $17.8M | −$1.72M | Cut−$1.44M |
| Etesian Wealth Advisors, Inc. | 294.8K | $15.8M | −$1.5M | Cut−$989.9K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 276.5K | $14.8M | −$1.45M | Cut−$1.87M |
| Smartleaf Asset Management LLC | 277.4K | $14.2M | −$2.08M | Cut−$1.29M |
| Quattro Advisors LLC | 264.8K | $14.1M | −$1.33M | Cut−$724.1K |
| RESOLUTE CAPITAL, LLC | 241.8K | $12.9M | −$1.15M | Added$72.1K |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | 236.2K | $12.6M | −$1.12M | Added$69.3K |
| CWM, LLC | 207.2K | $11.1M | $7.71M | Added$11.1M |
| Sound Income Strategies, LLC | 203.1K | $11M | −$815.6K | Added$1.11M |
| tru Independence LLC | 199K | $10.6M | −$961K | Cut−$125.3K |
| GLR Partners, LLC | 197.2K | $10.5M | — | Held |
| Atria Investments, Inc | 193.1K | $10.3M | −$1.01M | Cut−$1.18M |
| Oxinas Partners, LLC | 185.7K | $9.92M | −$914.5K | Cut−$318.1K |
| US BANCORP \DE\ | 181.9K | $9.72M | — | New |
| Centurion Wealth Management LLC | 112.2K | $5.99M | — | New |
| Vericrest Private Wealth | 110K | $5.88M | −$518.6K | Added$71.4K |
| NBC SECURITIES, INC. | 109K | $5.82M | −$461.2K | Added$660.6K |
| Western Wealth Management, LLC | 91.9K | $4.91M | −$78.4K | Added$4.03M |
| Sunbelt Securities, Inc. | 80.4K | $4.3M | −$421.4K | Cut−$547.8K |
| Kingsview Wealth Management, LLC | 74.4K | $3.97M | −$389.7K | Cut−$459.8K |
| Avestar Capital, LLC | 73.4K | $3.92M | −$376.3K | Cut−$293.1K |
| Equitable Holdings, Inc. | 64.2K | $3.77M | $0 | Added$1.22M |
| MGO ONE SEVEN LLC | 66.7K | $3.57M | −$317.9K | Added$6.06K |
| FLAGSHIP HARBOR ADVISORS, LLC | 63.5K | $3.39M | −$321.5K | Cut−$204.7K |
| Herold Advisors, Inc. | 60.6K | $3.24M | −$289K | Added$1.86K |
| Formidable Asset Management, LLC | 55K | $3.22M | $36K | Added$1.65M |
| Golden State Wealth Management, LLC | 54.5K | $2.91M | −$6.02K | Added$2.84M |
| Arkadios Wealth Advisors | 54.1K | $2.89M | −$47.4K | Added$2.36M |
| COMMONWEALTH EQUITY SERVICES, LLC | 52.3K | $2.79M | −$178K | Added$799.9K |
| TD Capital Management LLC | 48.8K | $2.61M | −$240.8K | Cut−$87.4K |
| Comprehensive Financial Consultants Institutional, Inc. | 48.1K | $2.57M | −$243.3K | Cut−$154K |
| Summit Financial, LLC | 46.8K | $2.5M | −$181.8K | Added$464.2K |
| AMERIPRISE FINANCIAL INC | 42.1K | $2.25M | −$220.8K | Cut−$2.81M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 40.7K | $2.18M | −$114.8K | Added$891.6K |
| TopTier Wealth Management, LLC | 38.9K | $2.08M | −$173.1K | Added$140.8K |
| HARBOUR INVESTMENTS, INC. | 38.4K | $2.05M | −$170.3K | Added$143.7K |
| KPP Advisory Services LLC | 38K | $2.03M | −$176K | Added$58K |
| RFG Advisory, LLC | 37.6K | $2.01M | −$195.9K | Cut−$186.8K |
| Bison Wealth, LLC | 30.3K | $1.99M | $343.8K | Added$287.3K |
| JPMORGAN CHASE & CO | 31.5K | $1.61M | −$205.3K | Added$188 |
| Bravias Capital Group, LLC | 28.9K | $1.55M | −$151.7K | Cut−$296K |
| Gladstone Institutional Advisory LLC | 27.9K | $1.49M | −$128.3K | Added$55.1K |
| Sanctuary Advisors, LLC | 26K | $1.39M | −$126.4K | Cut−$24K |
| GREAT VALLEY ADVISOR GROUP, INC. | 23.5K | $1.25M | −$122.1K | Cut−$112.1K |
| Gateway Wealth Partners, LLC | 22.2K | $1.19M | −$61.7K | Added$497.9K |
| CreativeOne Wealth, LLC | 21K | $1.12M | −$109.9K | Cut−$316.8K |
| JONES FINANCIAL COMPANIES LLLP | 21.3K | $1.1M | −$11.8K | Added$1M |
| United Advisor Group, LLC | 18.5K | $987.1K | −$70.2K | Added$200.9K |
| Citadel | 18.1K | $967.9K | −$27.7K | Added$657.8K |
| JANE STREET GROUP, LLC | 15.3K | $819.3K | −$21.2K | Added$582.4K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 15.2K | $813K | −$79.7K | Cut−$216.5K |
| Farrell Financial LLC | 14.7K | $786.7K | −$62.1K | Added$91.7K |
| Stratos Wealth Partners, LTD. | 14.4K | $770.8K | −$42.8K | Added$291.2K |
| Trademark Financial Management, LLC | 14.4K | $769.8K | −$75.5K | Cut−$94.4K |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 14.4K | $767.8K | −$73.9K | Cut−$59.4K |
| STIFEL FINANCIAL CORP | 13.9K | $741.1K | — | New |
| MML INVESTORS SERVICES, LLC | 12.2K | $653.3K | −$64K | Cut−$1.61M |
| XY Planning Network, Inc. | 11.5K | $620.7K | — | New |
| Millington Financial Advisors, LLC | 9.09K | $564.1K | $45K | Added$45K |
| Geneos Wealth Management Inc. | 10.3K | $548.4K | — | New |
| Creative Planning | 10.2K | $547.3K | −$28.3K | Added$230K |
| WealthPoint Financial, LLC | 8.94K | $524.3K | $0 | Held |
| Horizon Wealth Management, LLC | 9.74K | $520.4K | −$51.1K | Cut−$29.7M |
| Concurrent Investment Advisors, LLC | 9.03K | $482.2K | −$47.3K | Cut−$5.58M |
| Kovack Advisors, Inc. | 8.78K | $474.1K | −$39.7K | Cut−$26.8K |
| BROWN ADVISORY INC | 8.77K | $468.4K | −$45.9K | Cut−$45.9K |
| Empirical Asset Management, LLC | 8.44K | $450.9K | −$33.4K | Added$76.9K |
| Steward Partners Investment Advisory, LLC | 8.22K | $439.2K | −$43.1K | Cut−$43.1K |
| Founders Financial Alliance, LLC | 8.09K | $432K | −$41.1K | Cut−$28.5K |
| Insight Advisors, LLC/ PA | 7.99K | $427K | −$41.9K | Cut−$15.7M |
| TRUIST FINANCIAL CORP | 7.95K | $424.7K | −$21K | Added$189.2K |
| Mariner, LLC | 7.84K | $419.1K | — | New |
| Paragon Capital Management Ltd | 7.64K | $408.3K | — | New |
| Sankala Group LLC | 7.42K | $400.4K | −$7.91K | Added$231.3K |
| Intrua Financial, LLC | 7.31K | $390.4K | −$38.3K | Cut−$75.9K |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 7.14K | $381.4K | −$36.6K | Cut−$28.9K |
| Soltis Investment Advisors LLC | 6.66K | $356K | −$34.9K | Cut−$106.6K |
| GOLDMAN SACHS GROUP INC | 6.39K | $341.5K | — | New |
| Legacy Advisors, LLC | 6.22K | $332.6K | −$32.6K | Cut−$32.6K |
| Vise Technologies, Inc. | 5.65K | $331.7K | $0 | Held |
| Integrated Wealth Concepts LLC | 5.85K | $312.5K | −$19.4K | Added$95.4K |
| Fidelity | 5.77K | $308.1K | −$25.6K | Added$20.8K |
| PARSONS CAPITAL MANAGEMENT INC/RI | 5.72K | $305.9K | −$20.4K | Added$77.7K |
| Falcon Wealth Planning | 5.68K | $303.4K | −$27.6K | Cut−$6.05K |
| CoreCap Advisors, LLC | 5.27K | $281.4K | −$27.6K | Cut−$52.6K |
| ZEGA Investments, LLC | 5.24K | $280.1K | −$18.4K | Added$73.7K |
| Colonial River Investments, LLC | 5.21K | $278.1K | — | New |
| VestGen Advisors, LLC | 4.29K | $277.7K | $26K | Added$26K |
| Tempus Wealth Planning, LLC | 4.61K | $246.2K | −$24.1K | Cut−$41.9K |
| &PARTNERS | 4.46K | $239.8K | −$22.1K | Cut−$22.1K |
| Dynamic Advisor Solutions LLC | 4.4K | $235.1K | −$22.8K | Cut−$20.2K |
| Elm3 Financial Group, LLC | 4.2K | $224.4K | −$22K | Cut−$56.5K |
| PNC Financial Services Group, Inc. | 4K | $213.7K | −$21K | Cut−$21K |
| Enclave Advisors LLC | 3.99K | $213.4K | −$20.9K | Cut−$20.9K |
| Clarity Asset Management, Inc. | 3.88K | $207.1K | — | New |
| D'Orazio & Associates, Inc. | 3.86K | $206.4K | −$20.3K | Cut−$149.7K |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 3.8K | $203.2K | — | New |
| AIRE ADVISORS, LLC | 3.78K | $202K | — | New |
| Aptus Capital Advisors, LLC | 2.74K | $146.3K | −$14.3K | Cut−$14.3K |
| FIFTH THIRD BANCORP | 1.65K | $87.9K | — | New |
| PRIVATE TRUST CO NA | 1.12K | $59.9K | −$5.87K | Cut−$94.8K |
| MAI Capital Management | 983 | $52.5K | — | New |
| JNBA Financial Advisors | 754 | $40.3K | −$3.95K | Cut−$9.76K |
| ROYAL BANK OF CANADA | 696 | $37K | −$3.94K | Cut−$4K |
| WELLS FARGO & COMPANY/MN | 651 | $34.8K | — | New |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 608 | $32.5K | — | New |
| EFG International AG | 600 | $32.1K | −$3.14K | Cut−$3.14K |
| Waverly Advisors, LLC | 548 | $29.3K | — | New |
| BANK OF MONTREAL /CAN/ | 400 | $21.4K | −$2.1K | Cut−$2.1K |
| REAP Financial Group, LLC | 392 | $20.9K | — | New |
| ASSETMARK, INC | 376 | $20.1K | — | New |
| Glen Eagle Advisors, LLC | 280 | $15K | −$1.47K | Cut−$1.47K |
| AE Wealth Management LLC | 224 | $12K | −$1.18K | Cut−$25K |
| Arax Advisory Partners | 210 | $11.2K | — | New |
| IFP Advisors, Inc | 201 | $10.7K | −$1.05K | Cut−$4.46K |
| NBT BANK N A /NY | 200 | $10.7K | −$8.58K | Cut−$1.05K |
| EVOLUTION WEALTH MANAGEMENT INC. | 188 | $10K | −$985 | Cut−$985 |
| Destiny Wealth Partners, LLC | 129 | $6.89K | — | New |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 108 | $6.71K | — | New |
| Elevated Capital Advisors, LLC | 100 | $5.34K | −$524 | Cut−$524 |
| Cambridge Investment Research Advisors, Inc. | 89.5K | $4.78K | −$369 | Added$639 |
| NewEdge Advisors, LLC | 4.61K | $4.61K | −$265.6K | Cut−$347.8K |
| Anfield Capital Management, LLC | 50 | $2.67K | — | New |
| Cherry Tree Wealth Management, LLC | 50 | $2.67K | — | New |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 31 | $1.66K | — | New |
| Key Capital Management, INC | 30 | $1.6K | — | New |
| PARK AVENUE SECURITIES LLC | 11.8K | $630 | −$61 | Cut−$54 |
| Janney Montgomery Scott LLC | 4.1K | $219 | −$21 | Cut−$192 |
| Investor's Fiduciary Advisor Network, LLC | 3.99K | $213 | −$20 | Cut−$13 |
| CENTAURUS FINANCIAL, INC. | 2.4K | $128 | −$12 | Cut−$4 |
| Covestor Ltd | 822 | $44 | −$3 | Added$15 |