| BANK OF AMERICA CORP /DE/ | 10.3M | $276.3M | $809 | Added$275.2M |
| Lido Advisors, LLC | 1.16M | $31.2M | −$1.03M | Cut−$6M |
| CITIZENS & NORTHERN CORP | 1.12M | $30.1M | $21.7K | Added$906.1K |
| ENVESTNET ASSET MANAGEMENT INC | 963.3K | $25.9M | $16.5K | Added$3.78M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 850.4K | $22.9M | $16.3K | Added$947.9K |
| Black Diamond Financial, LLC | 827.3K | $22.3M | $15.1K | Added$2.02M |
| PNC Financial Services Group, Inc. | 701K | $18.9M | $14K | Cut−$4.29M |
| TRUEFG, LLC | 691.6K | $18.6M | $13.3K | Added$703.4K |
| MAI Capital Management | 690K | $18.6M | $12.1K | Added$2.25M |
| LPL Financial LLC | 588.4K | $15.8M | $8.36K | Added$4.61M |
| TWO SIGMA INVESTMENTS, LP | 575K | $15.5M | $6.3K | Added$7.01M |
| Riverpoint Wealth Management Holdings, LLC | 555.9K | $15M | $10.5K | Added$819.8K |
| COMMONWEALTH EQUITY SERVICES, LLC | 552.9K | $14.9M | $10.7K | Added$555.1K |
| Pure Financial Advisors, LLC | 386.7K | $10.4M | $7.73K | Cut−$289K |
| Cetera Investment Advisers | 377.8K | $10.2M | $7.56K | Cut−$1.42M |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 329.7K | $9.49M | $311.1K | Added$3.45M |
| Payne Capital Management, LLC | 312.3K | $8.4M | $5.95K | Added$396.3K |
| Marotta Asset Management | 252.6K | $6.82M | $23.9K | Added$971.8K |
| AE Wealth Management LLC | 247.2K | $6.65M | $4.92K | Cut−$36.8M |
| Rehmann Capital Advisory Group | 240.2K | $6.46M | $2.89K | Added$227K |
| Heck Capital Advisors, LLC | 235.9K | $6.35M | $4.73K | Added$5.84K |
| OSAIC HOLDINGS, INC. | 234.3K | $6.31M | $3.61K | Cut−$803.9K |
| Pasadena Private Wealth, LLC | 220.6K | $5.94M | — | New |
| MML INVESTORS SERVICES, LLC | 215.7K | $5.8M | $4.32K | Cut−$462.8K |
| AGF MANAGEMENT LTD | 213.4K | $5.74M | $4.21K | Added$81.3K |
| Creative Planning | 212.1K | $5.71M | $4.25K | Cut−$325.9K |
| Dynamic Advisor Solutions LLC | 208.8K | $5.62M | $4.09K | Added$111.4K |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | 199.7K | $5.38M | $4K | Cut−$25.7K |
| MORGAN STANLEY | 181.6K | $4.89M | $3.31K | Added$407.4K |
| Townsend Financial Planning, LLC | 171.3K | $4.61M | $3.38K | Added$86.4K |
| RFG Advisory, LLC | 160.7K | $4.32M | $3.05K | Added$220.8K |
| Physician Wealth Advisors, Inc. | 159.9K | $4.3M | $3.18K | Cut−$4.78K |
| HighTower Advisors, LLC | 155.9K | $4.19M | $2.93K | Added$240.5K |
| RAYMOND JAMES FINANCIAL INC | 149K | $4.01M | $2.78K | Added$269.5K |
| UBS Group AG | 145K | $3.9M | $1.63K | Added$1.71M |
| Essential Planning, LLC. | 134.9K | $3.63M | $2.68K | Added$33.3K |
| Financial Engines Advisors L.L.C. | 134.4K | $3.62M | $2.65K | Added$47.2K |
| Opes Wealth Management LLC | 133.8K | $3.6M | $2.57K | Added$139.5K |
| Steward Partners Investment Advisory, LLC | 126.2K | $3.4M | $2.35K | Added$250.1K |
| Mariner, LLC | 124.7K | $3.36M | $1.11K | Added$1.87M |
| Prospect Financial Group LLC | 117K | $3.15M | $2.25K | Added$116.5K |
| SigFig Wealth Management, LLC | 114.6K | $3.08M | −$9.11K | Cut−$49.1K |
| Independent Solutions Wealth Management, LLC | 114.3K | $3.08M | $2.24K | Added$40.4K |
| ROYAL BANK OF CANADA | 104.5K | $2.81M | $2.53K | Cut−$175K |
| SACHEM HILL LLC | 90.6K | $2.44M | $1.77K | Added$50.4K |
| Livet Wealth, LLC | 87.2K | $2.35M | $1.64K | Added$130.6K |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | 81.7K | $2.2M | $1.53K | Added$138.7K |
| MERCER GLOBAL ADVISORS INC /ADV | 79.2K | $2.13M | $883 | Added$960.2K |
| NWAM LLC | 76.6K | $2.06M | −$40K | Added$134.3K |
| Sachetta, LLC | 74.2K | $2M | $1.4K | Added$102.4K |
| STIFEL FINANCIAL CORP | 73.3K | $1.97M | $1.29K | Added$263.7K |
| Beckerman Institutional, LLC | 70.1K | $1.89M | $1.29K | Added$131.5K |
| Fifth Third Securities, Inc. | 65.1K | $1.75M | $1.26K | Added$56K |
| Asset Management Group, Inc. | 62.6K | $1.69M | $1.26K | Added$10.3K |
| Beaumont Financial Advisors, LLC | 61K | $1.64M | $1.07K | Added$207.1K |
| Tortoise Investment Management, LLC | 58.5K | $1.57M | $1.03K | Added$193.4K |
| Farther Finance Advisors, LLC | 57.8K | $1.56M | $5.56K | Added$201.6K |
| Birchcreek Wealth Management, LLC | 57.3K | $1.54M | $1.13K | Added$28.9K |
| Marks Group Wealth Management, Inc | 55.6K | $1.5M | $1.11K | Added$1.11K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 55.2K | $1.49M | $447 | Added$885.1K |
| Savvy Advisors, Inc. | 54.8K | $1.48M | — | New |
| Soltis Investment Advisors LLC | 54.7K | $1.47M | $1.09K | Added$12.6K |
| Eagle Bay Advisors LLC | 54.7K | $1.47M | $1.1K | Cut−$15.1K |
| SUMMIT WEALTH GROUP LLC / CO | 53.3K | $1.46M | $19.7K | Added$231.9K |
| HF Advisory Group, LLC | 53.8K | $1.45M | $994 | Added$136.2K |
| AMERIPRISE FINANCIAL INC | 48.2K | $1.3M | $6.89K | Cut−$530K |
| Atria Investments, Inc | 48K | $1.29M | $967 | Cut−$16.9K |
| Kestra Advisory Services, LLC | 47.5K | $1.28M | $880 | Added$73.3K |
| 21 West Wealth Management LLC | 44.7K | $1.2M | $869 | Added$34.2K |
| Life Planning Partners, Inc | 40.9K | $1.1M | $825 | Cut−$19.2K |
| SMITH, MOORE & CO. | 40.3K | $1.08M | $806 | Added$806 |
| Private Advisor Group, LLC | 36K | $969.7K | $714 | Cut−$4.75K |
| Glass Jacobson Investment Advisors llc | 34.9K | $938.3K | $691 | Added$180 |
| PKS Advisory Services, LLC | 34.1K | $918.1K | $683 | Added$11K |
| Rather & Kittrell, Inc. | 33.6K | $904.3K | $671 | Added$1.88K |
| JPMORGAN CHASE & CO | 33K | $876.4K | −$11.9K | Cut−$97.3K |
| Citadel | 32.1K | $863.8K | — | New |
| Northwest Wealth Advisors, LLC | 31.4K | $843.9K | $527 | Added$153.7K |
| INTEGRATED CAPITAL MANAGEMENT, INC. | 31.3K | $841.3K | $635 | Cut−$32.3K |
| Fort Point Capital Partners LLC | 29.9K | $805.3K | −$26.9K | Cut−$38K |
| Sunbelt Securities, Inc. | 29.8K | $801.6K | $341 | Added$343.4K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 29.1K | $783.9K | $470 | Added$152.3K |
| Tower Research Capital LLC (TRC) | 28.2K | $758.1K | $487 | Added$103.5K |
| BALANCED WEALTH GROUP LLC | 28.1K | $756.8K | −$24.6K | Added$12.3K |
| JANE STREET GROUP, LLC | 26.9K | $724.4K | — | New |
| WELLS FARGO & COMPANY/MN | 26.5K | $714.3K | $541 | Cut−$353.7K |
| Gladstone Institutional Advisory LLC | 25.2K | $677.1K | $379 | Added$168.2K |
| New England Private Wealth Advisors LLC | 25K | $673.6K | $500 | Added$6.72K |
| IFP Advisors, Inc | 24.9K | $670.5K | $498 | Cut−$9.59K |
| Fingerlakes Wealth Management, Inc. | 24.1K | $647.5K | $441 | Added$69.8K |
| CITIGROUP INC | 23.9K | $644.5K | $339 | Added$189.9K |
| Galvin, Gaustad & Stein, LLC | 19.9K | $535.3K | $381 | Added$2.83K |
| Larson Financial Group LLC | 19.5K | $524.9K | $370 | Added$32.3K |
| Investmark Advisory Group LLC | 19.3K | $519.6K | $375 | Added$16.7K |
| Advisory Services Network, LLC | 17.2K | $461.6K | $341 | Cut−$10.7K |
| Smith Salley Wealth Management | 16.9K | $453.5K | $340 | Added$4.89K |
| Capital Investment Advisory Services, LLC | 16.5K | $444.5K | $221 | Added$153.4K |
| Fidelity | 15.3K | $412K | $143 | Added$198.7K |
| Robertson Stephens Wealth Management, LLC | 15.2K | $409.4K | $304 | Cut−$48.6K |
| RIK SAYLOR FINANCIAL, INC. | 14.7K | $394.4K | $309 | Added$2.19K |
| Ausdal Financial Partners, Inc. | 14K | $377.7K | $282 | Added$6.36K |
| Disciplined Investments, LLC | 14K | $376.1K | $279 | Added$279 |
| Compound Planning, Inc. | 13.6K | $366.9K | $273 | Cut−$282.2K |
| D. E. Shaw & Co., Inc. | 13.3K | $356.6K | $264 | Cut−$70.5K |
| LYNCH & ASSOCIATES/IN | 12.7K | $340.9K | $238 | Added$21.4K |
| Brookstone Capital Management | 12.6K | $338.5K | $259 | Cut−$4.04K |
| THOMPSON INVESTMENT MANAGEMENT, INC. | 11.6K | $311K | $216 | Added$21.5K |
| Clearview Wealth Management LLC | 11.5K | $309.4K | — | Held |
| Independence Financial Advisors, LLC | 11.3K | $305.3K | $244 | Added$325 |
| PENOBSCOT WEALTH MANAGEMENT | 11.3K | $303.5K | $235 | Cut−$42.2K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 11.1K | $303.4K | $1.94K | Added$83K |
| Modera Wealth Management, LLC | 11.3K | $303.2K | $226 | Added$226 |
| Kohmann Bosshard Financial Services, LLC | 11.1K | $299.5K | $222 | Added$222 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 10.7K | $288.5K | $302 | Added$29.8K |
| MISSION WEALTH MANAGEMENT, LP | 10.7K | $287.1K | $213 | Cut−$51.4K |
| Cornerstone Financial Group, LLC /NE/ | 8.75K | $255.2K | $18.3K | Added$37.3K |
| PFG Advisors | 9.29K | $250K | $180 | Cut−$205.4K |
| NorthLanding Financial Partners, LLC | 9.18K | $247K | $207 | Cut−$15.3K |
| Demars Financial Group, LLC | 9.15K | $246.3K | $183 | Cut−$3.85K |
| Smartleaf Asset Management LLC | 9.19K | $243.8K | −$3.15K | Added$96.4K |
| Blue Trust, Inc. | 8.79K | $236.6K | $173 | Added$4.86K |
| KDK Private Wealth Management, LLC | 8.66K | $233K | $164 | Cut−$3.65K |
| Ameritas Advisory Services, LLC | 8.59K | $231.1K | $186 | Added$2.04K |
| Talon Private Wealth, LLC | 8.21K | $220.9K | — | Held |
| Elevated Capital Advisors, LLC | 8.05K | $216.6K | $156 | Cut−$840.3K |
| Wilmington Savings Fund Society, FSB | 7.84K | $211K | $157 | Added$157 |
| Corient Private Wealth LLC | 7.66K | $206.2K | $128 | Cut−$11.3K |
| JONES FINANCIAL COMPANIES LLLP | 7.74K | $204.6K | −$2.47K | Added$61.2K |
| Merit Financial Group, LLC | 7.44K | $200.3K | $149 | Added$149 |
| Financial Freedom, LLC | 6.97K | $187.7K | $154 | Added$1.12K |
| Clarity Asset Management, Inc. | 6.86K | $184.7K | $135 | Cut−$294.8K |
| ATLAS CAPITAL ADVISORS INC. | 5.94K | $159.9K | $120 | Cut−$2.65K |
| Ancora Advisors LLC | 5.6K | $150.6K | $112 | Added$112 |
| Colonial Trust Advisors | 4.52K | $121.5K | $91 | Added$91 |
| Realta Investment Advisors | 4.31K | $116K | $86 | Added$86 |
| Financial Perspectives, Inc | 3.15K | $84.8K | $59 | Added$839 |
| Aspect Partners, LLC | 2.32K | $62.5K | $46 | Added$46 |
| Stone House Investment Management, LLC | 2.27K | $61.2K | $39 | Added$1.55K |
| Colonial Trust Co / SC | 2.24K | $60.4K | $45 | Added$45 |
| GLENMEDE TRUST CO NA | 2.18K | $58.8K | $44 | Added$44 |
| FIFTH THIRD BANCORP | 1.88K | $50.6K | $14 | Added$32.6K |
| Atlantic Union Bankshares Corp | 1.82K | $48.9K | $36 | Added$36 |
| NATIONAL BANK OF CANADA /FI/ | 1.79K | $48.3K | $53 | Added$53 |
| BOK Financial Private Wealth, Inc. | 1.66K | $44.8K | $34 | Added$34 |
| BROWN BROTHERS HARRIMAN & CO | 1.15K | $31K | $23 | Added$23 |
| Quent Capital, LLC | 1.07K | $28.8K | $17 | Added$259 |
| SHP Wealth Management | 1K | $26.9K | $20 | Added$20 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 994 | $26.7K | $20 | Added$20 |
| Decker Retirement Planning Inc. | 638 | $17.2K | $13 | Added$13 |
| Dogwood Wealth Management LLC | 630 | $17K | $12 | Added$12 |
| Johnson Financial Group, Inc. | 600 | $16.1K | $12 | Added$12 |
| BLAIR WILLIAM & CO/IL | 589 | $15.8K | $12 | Added$12 |
| Crewe Advisors LLC | 494 | $13.3K | $10 | Added$10 |
| AdvisorNet Financial, Inc | 442 | $11.9K | $10 | Added$118 |
| CWM, LLC | 371 | $9.98K | $9.97K | Added$9.5K |
| Napier Financial, LLC | 349 | $9.39K | — | New |
| Glen Eagle Advisors, LLC | 347 | $9.33K | $7 | Added$7 |
| CNB Bank | 330 | $8.88K | $6 | Added$6 |
| Geneos Wealth Management Inc. | 319 | $8.57K | $8 | Cut−$422 |
| North Star Investment Management Corp. | 303 | $8.15K | — | New |
| Clearstead Advisors, LLC | 302 | $8.13K | $6 | Added$6 |
| Scarborough Advisors, LLC | 250 | $6.73K | — | New |
| Rockefeller Capital Management L.P. | 242 | $6.51K | $4 | Added$1.05K |
| ASSETMARK, INC | 227 | $6.11K | $5 | Cut−$1.69K |
| VISION FINANCIAL MARKETS LLC | 217 | $5.84K | $4 | Added$58 |
| BANK OF MONTREAL /CAN/ | 200 | $5.38K | −$40 | Cut−$40 |
| Quest 10 Wealth Builders, Inc. | 177 | $4.76K | $1 | Added$2.77K |
| Investors Research Corp | 177 | $4.76K | $3 | Added$3 |
| Abound Wealth Management | 173 | $4.66K | — | New |
| Waverly Advisors, LLC | 150 | $4.04K | $3 | Added$3 |
| US BANCORP \DE\ | 127 | $3.42K | $3 | Cut−$109.5K |
| EASTERN BANK | 113 | $3.04K | — | New |
| Cambridge Investment Research Advisors, Inc. | 97.3K | $2.62K | $2 | Added$290 |
| HARBOUR INVESTMENTS, INC. | 95 | $2.57K | $25 | Added$25 |
| PARK AVENUE SECURITIES LLC | 92.5K | $2.49K | $2 | Cut−$202 |
| Transamerica Financial Advisors, LLC | 78 | $2.12K | $18 | Cut−$47.2K |
| Arax Advisory Partners | 205 | $1.94K | −$1.26K | Added$2 |
| Russell Investments Group, Ltd. | 65 | $1.76K | −$5 | Added$1.29K |
| Palisades Hudson Asset Management, L.P. | 62.7K | $1.69K | $2 | Added$16 |
| Truvestments Capital LLC | 60 | $1.61K | — | New |
| SOA Wealth Advisors, LLC. | 56 | $1.51K | $1 | Added$1 |
| Key Financial Inc | 54 | $1.45K | $1 | Added$1 |
| Ashton Thomas Private Wealth, LLC | 46 | $1.24K | — | New |
| FIRST COMMUNITY TRUST NA | 44 | $1.18K | — | New |
| Root Financial Partners, LLC | 44 | $1.17K | −$11 | Cut−$253 |
| High Note Wealth, LLC | 36 | $969 | — | New |
| EVOLUTION WEALTH MANAGEMENT INC. | 32 | $861 | $1 | Added$1 |
| Key Capital Management, INC | 30 | $807 | $0 | Held |
| AlphaCore Capital LLC | 30 | $807 | $0 | Cut−$7.56K |
| WealthShield Partners, LLC | 28 | $753 | — | New |
| Operose Advisors LLC | 19 | $511 | — | New |
| Provenance Wealth Advisors, LLC | 15 | $404 | $1 | Added$1 |
| FOSTER & MOTLEY INC | 7.93K | $214 | $1 | Cut−$39 |
| CX Institutional | 3.89K | $105 | $0 | Cut−$110 |
| Cullen/Frost Bankers, Inc. | 4 | $101 | −$7 | Cut−$26.3K |
| Allworth Financial LP | 1 | $24 | $0 | Held |
| Darwin Wealth Management, LLC | 0 | $22 | — | Held |
| Raleigh Capital Management Inc. | 1 | $15 | −$16 | Cut−$46 |
| Roble, Belko & Company, Inc | 27 | $1 | $0 | Held |
| HANTZ FINANCIAL SERVICES, INC. | 4 | $0 | $0 | Held |