| Sequoia Financial Advisors, LLC | 5.92M | $342.9M | −$5.87M | Added$4.05M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1.82M | $101.4M | −$7.77M | Cut−$50.2M |
| Abacus Planning Group, Inc. | 1.43M | $83M | −$1.45M | Cut−$657.1K |
| OXFORD FINANCIAL GROUP, LTD. LLC | 1.37M | $79.5M | −$1.4M | Cut−$13.7M |
| Resonant Capital Advisors, LLC | 1.16M | $67.2M | −$1.07M | Added$5.59M |
| AlphaCore Capital LLC | 941.8K | $54.5M | −$890.6K | Added$3.08M |
| Madison Asset Management, LLC | 815.6K | $47.2M | −$831.9K | Cut−$8.35M |
| Cetera Investment Advisers | 797.3K | $46.1M | −$813.1K | Cut−$6.95M |
| RAYMOND JAMES FINANCIAL INC | 645.1K | $37.3M | −$658K | Cut−$1.7M |
| STEEL GROVE CAPITAL ADVISORS, LLC | 620.1K | $35.9M | −$595K | Added$1.53M |
| Allen Capital Group, LLC | 554.6K | $32.1M | −$561.8K | Cut−$346.9K |
| LPL Financial LLC | 541.6K | $31.3M | −$552.5K | Cut−$2.64M |
| Arlington Financial Advisors, LLC | 534.7K | $30.9M | −$520.9K | Added$871.2K |
| Rockefeller Capital Management L.P. | 450.8K | $26.1M | −$457.1K | Cut−$302.1K |
| Berkeley, Inc | 363.5K | $21M | −$362.3K | Added$122.1K |
| Crumly & Associates Inc. | 359.2K | $20.8M | −$366.3K | Cut−$797.4K |
| Cerity Partners LLC | 311.4K | $18M | −$317.7K | Cut−$703.9K |
| Indivisible Partners | 296.5K | $17.2M | −$293.2K | Added$231.7K |
| LEVEL FOUR ADVISORY SERVICES, LLC | 269.8K | $15.6M | −$275.2K | Cut−$1.69M |
| Empire Financial Management Company, LLC | 256.6K | $14.9M | −$254K | Added$185.4K |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 255.6K | $14.8M | −$244K | Cut−$60.3K |
| Orion Capital Management LLC | 178.3K | $10.3M | −$181.8K | Cut−$333.6K |
| JPMORGAN CHASE & CO | 177.8K | $10.1M | −$288K | Added$1.47M |
| Focus Partners Wealth | 173.2K | $10M | −$176.6K | Cut−$1M |
| Sunbeam Capital Management, LLC | 171.1K | $9.9M | −$172.5K | Cut−$58.9K |
| ODonnell Financial Services, LLC | 165.4K | $9.58M | −$168.8K | Cut−$19.7M |
| CAPTRUST FINANCIAL ADVISORS | 156.3K | $9.03M | −$171K | Cut−$396.9K |
| Rothschild Wealth LLC | 154.6K | $8.95M | −$152.4K | Added$149.3K |
| SAXON INTERESTS, INC. | 134.7K | $7.8M | −$137.4K | Cut−$662K |
| Oxbow Advisors, LLC | 125.1K | $7.24M | −$127.6K | Cut−$2.12M |
| Old Port Advisors | 122.9K | $7.11M | −$123.3K | Cut−$5.74K |
| Weil Company, Inc. | 85.9K | $4.97M | −$70.1K | Added$919.5K |
| Fermata Advisors, LLC | 80.5K | $4.66M | −$82K | Cut−$95.7K |
| Darwin Wealth Management, LLC | 76.3K | $4.42M | −$77.9K | Cut−$523.2K |
| NorthCrest Asset Manangement, LLC | 74.1K | $4.3M | — | New |
| LRI Investments, LLC | 74.1K | $4.29M | −$58.3K | Added$921.4K |
| OSAIC HOLDINGS, INC. | 70.7K | $4.09M | −$72.2K | Cut−$431.6K |
| Herold Advisors, Inc. | 68.8K | $3.98M | −$70.2K | Cut−$218.4K |
| Stonebridge Financial Planning Group, LLC | 65.1K | $3.77M | −$66.4K | Cut−$196.9K |
| Centerpoint Advisory Group | 62.3K | $3.61M | −$63.6K | Cut−$166.6K |
| Aspect Partners, LLC | 55.8K | $3.23M | −$55.9K | Added$837 |
| Merit Financial Group, LLC | 54.7K | $3.16M | −$55.8K | Cut−$578.4K |
| Equitable Holdings, Inc. | 47.3K | $2.78M | $0 | Cut−$1.74M |
| IFP Advisors, Inc | 41.8K | $2.42M | −$42.6K | Cut−$528K |
| Qube Research & Technologies Ltd | 40.5K | $2.34M | −$41.3K | Cut−$241.3K |
| ENVESTNET ASSET MANAGEMENT INC | 39.4K | $2.28M | −$20.4K | Added$1.1M |
| Wealth Enhancement Trust Services, Inc. | 37.9K | $2.19M | −$38.5K | Cut−$32K |
| COMMONWEALTH EQUITY SERVICES, LLC | 35K | $2.03M | −$35.8K | Cut−$415.6K |
| American Alpha Advisors, LLC | 33.1K | $1.92M | −$25.9K | Added$418.4K |
| Meramec Financial Planners, LLC | 30K | $1.82M | −$27K | Cut−$278.6K |
| Hilltop Holdings Inc. | 31.4K | $1.82M | −$32K | Cut−$50.3K |
| HARBOUR INVESTMENTS, INC. | 31.2K | $1.81M | −$29.6K | Added$96.1K |
| FLAGSHIP HARBOR ADVISORS, LLC | 30.1K | $1.74M | −$30.5K | Cut−$16.7K |
| SAPIENT CAPITAL LLC | 28.4K | $1.64M | −$43.3K | Cut−$177.9K |
| ROYAL BANK OF CANADA | 28.2K | $1.63M | −$6.9K | Added$1.21M |
| TFR Capital, LLC. | 27.4K | $1.58M | −$27.9K | Cut−$112K |
| Barry Investment Advisors, LLC | 26.6K | $1.54M | −$27.2K | Cut−$130.8K |
| MGO ONE SEVEN LLC | 26.6K | $1.54M | −$27.1K | Cut−$167.3K |
| Hibernia Wealth Partners, LLC | 23.9K | $1.38M | −$24K | Added$2.6K |
| Rehmann Capital Advisory Group | 23.6K | $1.37M | −$24.1K | Cut−$24.4K |
| Advisory Services Network, LLC | 23.6K | $1.36M | −$24K | Cut−$61.1K |
| HUNTINGTON NATIONAL BANK | 22.3K | $1.29M | −$22.7K | Cut−$22.7K |
| CIBC WORLD MARKET INC. | 19.6K | $1.13M | −$18.2K | Added$82.1K |
| Signal Advisors Wealth, LLC | 19K | $1.1M | — | New |
| Mariner, LLC | 18.8K | $1.09M | −$19.2K | Cut−$19.2K |
| HERITAGE OAK WEALTH ADVISORS LLC | 18.5K | $1.07M | −$18.5K | Added$473 |
| Ausdal Financial Partners, Inc. | 15.1K | $874.8K | −$15.5K | Cut−$120.4K |
| Integrated Wealth Concepts LLC | 14.1K | $814.4K | — | New |
| Icahn Capital | 12.9K | $746.3K | — | New |
| MORGAN STANLEY | 12K | $694.9K | −$9.2K | Added$163.2K |
| ONE PLUS ONE WEALTH MANAGEMENT, LLC | 11.8K | $685.3K | −$10.6K | Added$74.1K |
| PARK NATIONAL CORP /OH/ | 11.7K | $677.4K | −$11.9K | Cut−$119.4K |
| GOLDMAN SACHS GROUP INC | 11.4K | $660.8K | — | New |
| MML INVESTORS SERVICES, LLC | 11K | $638.7K | −$9.73K | Added$78.1K |
| Focus Partners Advisor Solutions, LLC | 10.9K | $628.9K | −$9.29K | Added$92.5K |
| TRUIST FINANCIAL CORP | 10.7K | $618.8K | −$10.8K | Cut−$1.59K |
| Csenge Advisory Group | 10.3K | $598.3K | −$10.5K | Cut−$2.91M |
| LANDMARK WEALTH MANAGEMENT, INC. | 10.2K | $591.8K | −$10.4K | Cut−$10.4K |
| STIFEL FINANCIAL CORP | 10.1K | $584.3K | −$10.2K | Cut−$132.7K |
| Hutchens & Kramer Investment Management Group, LLC | 10K | $579.8K | −$10.2K | Cut−$170.8K |
| WealthCare Investment Partners, LLC | 9.98K | $579.6K | −$8.76K | Cut−$8.76K |
| SimpliFi, Inc. | 9.07K | $525K | −$9.03K | Added$2.25K |
| Braeburn Wealth Management LLC | 9.01K | $521.3K | −$9.2K | Cut−$816K |
| Global View Capital Management LLC | 8.36K | $483.6K | −$8.52K | Cut−$57.9K |
| Quantinno Capital Management LP | 7.94K | $459.5K | −$8.1K | Cut−$34K |
| Brady Martz Wealth Solutions, LLC | 7.79K | $450.7K | −$6.15K | Added$95.7K |
| Anchor Investment Management, LLC | 7.16K | $414.7K | −$7.31K | Cut−$7.31K |
| Certified Advisory Corp | 6.79K | $393.2K | −$6.93K | Cut−$6.93K |
| Citadel | 6.69K | $387.1K | — | New |
| Brooklyn Investment Group | 6.62K | $383.2K | — | New |
| Accurate Wealth Management, LLC | 6.63K | $381.6K | −$17.7K | Cut−$202.5K |
| HUB Investment Partners, LLC | 6.27K | $363K | −$6.39K | Cut−$6.39K |
| Meridian Financial Advisors, LLC | 6K | $347.3K | −$6.12K | Cut−$65K |
| BCU Wealth Advisors, LLC | 5.93K | $343.1K | −$6.03K | Cut−$5.34K |
| US BANCORP \DE\ | 5.83K | $337.3K | −$5.89K | Cut−$3K |
| UBS Group AG | 5.5K | $318.5K | −$5.61K | Cut−$29.8K |
| Sanctuary Advisors, LLC | 5.22K | $301.9K | −$5.33K | Cut−$19.1K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 5.1K | $295.2K | −$4.38K | Added$42.6K |
| Walleye Partners, LLC | 4.95K | $286.7K | −$4.92K | Added$2.55K |
| Clayton Financial Group LLC | 4.67K | $270.3K | −$4.74K | Cut−$3.87K |
| Belpointe Asset Management LLC | 4.59K | $265.9K | −$4.69K | Cut−$4.69K |
| Legacy Wealth Managment, LLC/ID | 4.59K | $265.9K | −$4.69K | Cut−$12.9K |
| Creative Planning | 4.43K | $256.3K | — | New |
| Insight Advisors, LLC/ PA | 4.37K | $253K | −$3.55K | Added$50.7K |
| QUANTIFY CHAOS ADVISORS, LLC | 3.91K | $226.3K | −$3.94K | Cut−$3.24K |
| MERCER GLOBAL ADVISORS INC /ADV | 3.84K | $222.4K | −$3.92K | Cut−$16.3K |
| BANK OF AMERICA CORP /DE/ | 3.84K | $222.1K | −$3.91K | Cut−$306.1K |
| JANE STREET GROUP, LLC | 3.64K | $210.5K | −$3.71K | Cut−$346.6K |
| Opal Wealth Advisors, LLC | 3.58K | $207.1K | −$3.62K | Added$140 |
| GeoWealth Management, LLC | 3.4K | $196.5K | −$3.45K | Cut−$7.99K |
| Team Financial Group, LLC | 2.73K | $157.9K | −$1.82K | Added$53.3K |
| Russell Investments Group, Ltd. | 2.03K | $117.5K | −$2.03K | Cut−$1.68K |
| Steward Partners Investment Advisory, LLC | 1.64K | $94.8K | −$1.67K | Cut−$1.67K |
| CWM, LLC | 1.32K | $76.2K | $6.36K | Added$76.2K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 899 | $52K | −$910 | Cut−$74K |
| Operose Advisors LLC | 681 | $39.4K | −$695 | Cut−$695 |
| OAKWORTH CAPITAL, INC. | 672 | $38.9K | −$686 | Cut−$686 |
| ADIRONDACK TRUST CO | 665 | $38.5K | −$679 | Cut−$11.5K |
| MAI Capital Management | 659 | $38.1K | −$683 | Cut−$16.5K |
| PNC Financial Services Group, Inc. | 626 | $36.2K | −$638 | Cut−$638 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 591 | $34.2K | −$603 | Cut−$214.9K |
| Vermillion Wealth Management, Inc. | 465 | $26.9K | −$474 | Cut−$3.54K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 460 | $26.6K | — | New |
| QUADRANT CAPITAL GROUP LLC | 453 | $26.2K | −$462 | Cut−$462 |
| BAYBAN | 329 | $19K | — | New |
| Cambridge Investment Research Advisors, Inc. | 313K | $18.1K | −$319 | Cut−$1.33K |
| Fidelity | 251 | $14.6K | −$256 | Cut−$198 |
| Founders Financial Alliance, LLC | 248 | $14.3K | — | New |
| Spire Wealth Management | 221 | $12.8K | −$231 | Cut−$11.7K |
| ASSETMARK, INC | 216 | $12.5K | −$220 | Cut−$220 |
| Pinnacle Wealth Planning Services, Inc. | 200 | $11.6K | −$204 | Cut−$204 |
| Richard W. Paul & Associates, LLC | 150 | $8.68K | −$153 | Cut−$153 |
| PARK AVENUE SECURITIES LLC | 126.6K | $7.33K | −$107 | Added$1.14K |
| Western Wealth Management, LLC | 125 | $7.24K | — | New |
| Sound Income Strategies, LLC | 103 | $5.98K | — | New |
| VANGUARD ADVISERS INC | 81 | $4.69K | — | Held |
| Imprint Wealth LLC | 65 | $3.76K | −$67 | Cut−$67 |
| AE Wealth Management LLC | 63 | $3.67K | −$66 | Cut−$66 |
| GHP Investment Advisors, Inc. | 60 | $3.47K | −$61 | Cut−$61 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | 32.6K | $1.88K | −$33 | Cut−$177 |
| FLOW TRADERS U.S. LLC | 9.93K | $575 | — | New |
| GAMMA Investing LLC | 2 | $116 | −$2 | Cut−$2 |
| Navigoe, LLC | 1.43K | $82 | −$2 | Cut−$2 |
| WELLS FARGO & COMPANY/MN | 1 | $32 | −$27 | Cut−$4.46K |
| Allworth Financial LP | 0 | $28 | — | Held |
| Farther Finance Advisors, LLC | 0 | $3 | — | Held |