| FIRST TRUST ADVISORS LP | 3.52M | $705.9M | −$40.6K | Added$704.4M |
| MORGAN STANLEY | 534.2K | $107.3M | −$2.29M | Added$24.4M |
| WELLS FARGO & COMPANY/MN | 426.2K | $85.6M | −$1.08M | Added$46.6M |
| LPL Financial LLC | 295.7K | $59.4M | −$1.49M | Added$5.51M |
| UBS Group AG | 205.4K | $41.2M | −$1.07M | Added$2.6M |
| RAYMOND JAMES FINANCIAL INC | 202.9K | $40.7M | −$830.2K | Added$10.7M |
| BANK OF AMERICA CORP /DE/ | 201K | $40.4M | −$1.08M | Added$1.1M |
| ROYAL BANK OF CANADA | 200K | $40.2M | −$883.4K | Added$8.18M |
| ENVESTNET ASSET MANAGEMENT INC | 127K | $25.5M | −$653.5K | Added$1.82M |
| Berger Financial Group, Inc | 104.4K | $21M | −$595K | Cut−$2.77M |
| Nilsine Partners, LLC | 95.1K | $19.4M | −$13.7K | Added$18.3M |
| &PARTNERS | 78.4K | $15.7M | −$29.1K | Added$14.4M |
| 360 Financial, Inc. | 78.2K | $15.7M | −$410.9K | Added$819.7K |
| Advisory Services Network, LLC | 75.4K | $15.1M | — | New |
| WCG Wealth Advisors LLC | 74.3K | $14.9M | — | New |
| AMERIPRISE FINANCIAL INC | 69.4K | $13.9M | −$270.4K | Added$4.52M |
| STIFEL FINANCIAL CORP | 69K | $13.9M | −$344.6K | Added$1.37M |
| Cetera Investment Advisers | 66.3K | $13.3M | −$358.7K | Added$329.5K |
| BENJAMIN EDWARDS INC | 58.2K | $11.7M | −$177.4K | Added$5.39M |
| ASSETMARK, INC | 55.2K | $11.1M | −$265.4K | Added$1.47M |
| TRUIST FINANCIAL CORP | 54.1K | $10.9M | −$308.6K | Cut−$531.9K |
| D.A. DAVIDSON & CO. | 53K | $10.6M | −$283.6K | Added$368.5K |
| OSAIC HOLDINGS, INC. | 52.7K | $10.6M | −$300.7K | Cut−$334.2K |
| TWO SIGMA INVESTMENTS, LP | 43.7K | $8.78M | −$243.4K | Cut−$42.6K |
| Modern Wealth Management, LLC | 41.8K | $8.46M | −$167.1K | Cut−$124K |
| TD Waterhouse Canada Inc. | 41.1K | $8.32M | −$94.8K | Added$2.39M |
| NewSquare Capital LLC | 40.9K | $8.21M | — | New |
| Baird Financial Group, Inc. | 34.3K | $6.88M | −$120.2K | Added$2.53M |
| DAYMARK WEALTH PARTNERS, LLC | 33.8K | $6.79M | −$33.4K | Added$5.58M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 32.2K | $6.47M | −$91.3K | Added$3.16M |
| Csenge Advisory Group | 31.6K | $6.35M | — | New |
| World Investment Advisors | 29.7K | $5.97M | −$45.1K | Added$4.34M |
| Integrated Wealth Concepts LLC | 29.2K | $5.86M | −$6.58K | Added$5.62M |
| Ameritas Advisory Services, LLC | 29.1K | $5.85M | −$166.1K | Cut−$322.7K |
| Hartford Financial Management Inc. | 27.9K | $5.61M | −$159.3K | Cut−$408.6K |
| COMMONWEALTH EQUITY SERVICES, LLC | 27.4K | $5.5M | −$127.8K | Added$870.1K |
| Arlington Financial Advisors, LLC | 27.1K | $5.45M | −$154.5K | Cut−$259K |
| Summit Financial, LLC | 24.8K | $4.98M | −$14.2K | Added$4.46M |
| RPG Investment Advisory, LLC | 23.2K | $4.66M | −$132.2K | Cut−$226.8K |
| Kestra Advisory Services, LLC | 22.3K | $4.48M | −$127K | Cut−$1.78M |
| HighTower Advisors, LLC | 19.8K | $3.98M | −$111.7K | Cut−$93.9K |
| Gateway Wealth Partners, LLC | 19.7K | $3.95M | −$40.8K | Added$2.47M |
| MERCER GLOBAL ADVISORS INC /ADV | 19.5K | $3.91M | — | New |
| Holistic Financial Partners | 19.2K | $3.86M | −$106.6K | Cut−$3.81K |
| Tower Research Capital LLC (TRC) | 18K | $3.61M | — | New |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 14.7K | $2.94M | −$77.3K | Added$139.9K |
| Rockefeller Capital Management L.P. | 14.1K | $2.84M | −$24.1K | Added$1.97M |
| Proactive Wealth Strategies LLC | 14.1K | $2.83M | — | New |
| SFI Advisors, LLC | 14.1K | $2.82M | −$80.2K | Cut−$1.93M |
| CITIGROUP INC | 13.8K | $2.76M | −$78.5K | Cut−$93.5K |
| JPMORGAN CHASE & CO | 14K | $2.71M | −$185.5K | Cut−$124.7K |
| MML INVESTORS SERVICES, LLC | 13.2K | $2.65M | −$18.4K | Added$1.98M |
| IFP Advisors, Inc | 13.1K | $2.63M | −$69.5K | Added$109.4K |
| Davis Investment Partners, LLC | 11.5K | $2.31M | −$32.5K | Added$1.34M |
| AE Wealth Management LLC | 11K | $2.2M | −$62.3K | Cut−$116.4K |
| CWM, LLC | 10.7K | $2.15M | $1.02M | Added$2.15M |
| JONES FINANCIAL COMPANIES LLLP | 11.2K | $2.13M | −$146.8K | Added$266.2K |
| JUNCTURE WEALTH STRATEGIES, LLC | 10.4K | $2.09M | −$59.3K | Cut−$104K |
| BROWN ADVISORY INC | 10.4K | $2.09M | −$59.2K | Cut−$59.2K |
| Private Advisor Group, LLC | 10K | $2.02M | −$18.8K | Added$1.33M |
| OPPENHEIMER & CO INC | 9.76K | $1.96M | — | New |
| Prospera Financial Services Inc | 9.57K | $1.92M | −$49.9K | Added$116.2K |
| Texas Yale Capital Corp. | 9.3K | $1.87M | −$53K | Cut−$53K |
| Ancora Advisors LLC | 9.14K | $1.84M | −$52.1K | Cut−$52.1K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 8.78K | $1.77M | −$109.3K | Cut−$476K |
| Clear Harbor Asset Management, LLC | 8.8K | $1.77M | −$48.1K | Added$22.5K |
| Quad-Cities Investment Group, LLC | 8.62K | $1.73M | −$48.1K | Cut−$13.8K |
| NewEdge Wealth, LLC | 8.44K | $1.7M | −$48.1K | Cut−$51.6K |
| BIP Wealth, LLC | 8.37K | $1.68M | −$14.9K | Added$1.14M |
| Bank of New York Mellon Corp | 8.3K | $1.67M | −$43.8K | Added$79.7K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 8.29K | $1.66M | −$47.3K | Cut−$177.2K |
| MAI Capital Management | 8.01K | $1.61M | −$45.6K | Cut−$52.2K |
| Beacon Pointe Advisors, LLC | 7.59K | $1.52M | −$43.1K | Cut−$38.1K |
| Cyndeo Wealth Partners, LLC | 7.5K | $1.51M | — | New |
| PACIFIC SUN FINANCIAL CORP | 7.45K | $1.5M | −$42.5K | Cut−$48.7K |
| Transamerica Financial Advisors, LLC | 7.28K | $1.46M | — | New |
| Snowden Capital Advisors LLC | 7.13K | $1.43M | −$38.2K | Added$55.8K |
| HARBOUR INVESTMENTS, INC. | 6.99K | $1.4M | −$36.3K | Added$89.4K |
| Farther Finance Advisors, LLC | 6.86K | $1.39M | −$22.6K | Added$230.4K |
| NAVELLIER & ASSOCIATES INC | 6.68K | $1.34M | −$38.1K | Cut−$394.1K |
| Pacific Excel Wealth Advisors, Inc. | 6.43K | $1.29M | −$17.9K | Added$643.6K |
| Forty-three Eighteen Advisors, LLC | 6.3K | $1.26M | — | New |
| Orion Porfolio Solutions, LLC | 6.26K | $1.26M | −$34.4K | Added$14.6K |
| Kovack Advisors, Inc. | 6.06K | $1.23M | −$6.58K | Added$894.9K |
| Financial Enhancement Group LLC | 5.69K | $1.19M | −$53K | Cut−$74.9K |
| TriaGen Wealth Management LLC | 5.95K | $1.19M | — | New |
| D. E. Shaw & Co., Inc. | 5.81K | $1.17M | — | New |
| Atria Investments, Inc | 5.8K | $1.16M | −$32.9K | Cut−$26.8K |
| Mutual Advisors, LLC | 5.48K | $1.1M | −$31.2K | Cut−$31.2K |
| BARCLAYS PLC | 5.29K | $1.06M | — | New |
| Stablepoint Partners, LLC | 4.93K | $989.8K | −$28.1K | Cut−$38.6K |
| Forefront Wealth Partners, LLC | 4.89K | $982.4K | −$27.9K | Cut−$279.8K |
| IAMS WEALTH MANAGEMENT, LLC | 4.79K | $962.1K | −$26.5K | Added$2.43K |
| Allworth Financial LP | 4.78K | $960.6K | — | New |
| McKinley Carter Wealth Services, Inc. | 4.78K | $959.3K | −$27.3K | Cut−$344.3K |
| Western Wealth Management, LLC | 4.76K | $956.3K | −$27K | Cut−$22.4K |
| WealthShield Partners, LLC | 4.69K | $941.6K | −$26.7K | Cut−$53.2K |
| Merit Financial Group, LLC | 4.64K | $932.6K | −$22.1K | Added$131.5K |
| GENTRY PRIVATE WEALTH, LLC | 4.48K | $900.3K | −$25.6K | Cut−$62.7K |
| GoalVest Advisory LLC | 4.48K | $900.3K | −$25.6K | Cut−$62.7K |
| BlackRock, Inc. | 4.42K | $886.6K | −$15.8K | Added$313.7K |
| PINNACLE ASSOCIATES LTD | 4.28K | $858.5K | −$24.4K | Cut−$55.3K |
| Apollon Wealth Management, LLC | 4.18K | $840.2K | −$23.9K | Cut−$43.3K |
| Creative Planning | 4.18K | $839.2K | −$21.4K | Added$63.8K |
| Robertson Stephens Wealth Management, LLC | 4.15K | $834.2K | −$23.5K | Cut−$16.2K |
| Cerity Partners LLC | 4.15K | $833.1K | −$23.6K | Cut−$44.5K |
| Pinnacle Family Advisors, LLC | 4.04K | $811.5K | −$23K | Cut−$20.3K |
| RWA WEALTH PARTNERS, LLC | 3.76K | $755.3K | −$21.4K | Cut−$125.1K |
| CAPTRUST FINANCIAL ADVISORS | 3.7K | $743.6K | −$21.1K | Cut−$21.1K |
| LAKE STREET PRIVATE WEALTH, LLC | 3.69K | $740.4K | −$20.9K | Cut−$15.9K |
| 1ST SOURCE BANK | 3.67K | $737.8K | −$20.9K | Cut−$36K |
| FLAGSTAR ADVISORS INC | 3.65K | $732.8K | −$20.8K | Cut−$20.6K |
| TRUST CO OF OKLAHOMA | 3.63K | $728.8K | — | New |
| Keating Financial Advisory Services, Inc. | 3.57K | $717.3K | −$15.5K | Added$156.6K |
| Meridian Wealth Management, LLC | 3.5K | $702.5K | −$19.9K | Cut−$19.9K |
| Morey & Quinn Wealth Partners, LLC | 3.45K | $692.5K | −$19.3K | Cut−$7.68K |
| MinichMacGregor Wealth Management, LLC | 3.44K | $691.6K | — | New |
| B. Riley Wealth Advisors, Inc. | 3.56K | $686.9K | −$48.1K | Cut−$1.95M |
| Tudor Financial Inc. | 3.4K | $683.2K | — | New |
| Bedell Frazier Investment Counselling, LLC | 3.38K | $678K | −$19.2K | Cut−$44.2K |
| LEVEL FOUR ADVISORY SERVICES, LLC | 3.37K | $676.6K | −$19.2K | Cut−$52K |
| CIBC WORLD MARKET INC. | 3.36K | $675.6K | −$17.8K | Added$29.4K |
| Quantum Private Wealth, LLC | 3.31K | $663.9K | −$18.8K | Cut−$73.8K |
| Oder Investment Management, LLC | 3.16K | $635.3K | −$18K | Cut−$18K |
| Realta Investment Advisors | 3.16K | $633.8K | — | New |
| HFG Advisors, Inc. | 3.13K | $628.2K | — | New |
| First Heartland Consultants, Inc. | 3.1K | $622.8K | −$17.7K | Cut−$46.4K |
| Dale Q Rice Investment Management Ltd | 3.1K | $622.1K | −$17.7K | Cut−$32.5K |
| Prosperity Consulting Group, LLC | 3.08K | $618.7K | −$16.3K | Added$29.3K |
| Englebert Financial Advisers, LLC | 3K | $602.3K | — | New |
| Gladstone Institutional Advisory LLC | 2.92K | $586.5K | — | New |
| Maia Wealth LLC | 2.91K | $584.7K | −$12.1K | Cut−$35.9K |
| Sound Income Strategies, LLC | 2.88K | $582.4K | −$23K | Added$34.1K |
| Belpointe Asset Management LLC | 2.71K | $544.9K | −$14.8K | Added$9.94K |
| WBI INVESTMENTS, LLC | 2.66K | $533.7K | −$15.2K | Cut−$675.6K |
| HBW ADVISORY SERVICES LLC | 2.65K | $532.4K | −$14.3K | Added$13.6K |
| APS Management Group, Inc. | 2.64K | $530.9K | −$15.9K | Cut−$57K |
| WEALTH EFFECTS LLC | 2.58K | $519.1K | −$14.7K | Cut−$14.7K |
| INDEPENDENT FINANCIAL GROUP, LLC | 2.56K | $514.9K | −$14.6K | Cut−$66.7K |
| Garden State Investment Advisory Services LLC | 2.56K | $514.1K | — | New |
| Steward Partners Investment Advisory, LLC | 2.54K | $510.4K | −$14.1K | Added$1K |
| Waverly Advisors, LLC | 2.5K | $501.1K | −$14.2K | Cut−$21.4K |
| GREAT VALLEY ADVISOR GROUP, INC. | 2.47K | $496.2K | −$11.1K | Added$96.8K |
| Qube Research & Technologies Ltd | 2.46K | $494.2K | −$547 | Added$474.4K |
| Diversified Enterprises, LLC | 2.42K | $485.4K | −$13.8K | Cut−$13.8K |
| GOLDMAN SACHS GROUP INC | 2.35K | $471.5K | −$9.17K | Added$139.2K |
| Florida Trust Wealth Management Co | 2.32K | $466.5K | — | New |
| Leelyn Smith, LLC | 2.3K | $461.5K | — | New |
| Fidelity | 2.29K | $460K | −$6.39K | Added$226.3K |
| TRITONPOINT WEALTH, LLC | 2.28K | $457.9K | −$13K | Cut−$13K |
| Concurrent Investment Advisors, LLC | 2.24K | $449.4K | −$12.8K | Cut−$12.8K |
| PKS Advisory Services, LLC | 2.23K | $447.5K | −$12.3K | Added$3.81K |
| Koshinski Asset Management, Inc. | 2.18K | $437.2K | −$12.4K | Cut−$25.2K |
| Sowell Financial Services LLC | 2.12K | $425.1K | −$11.9K | Cut−$4.63K |
| Pinnacle Financial Partners, Inc. | 2.04K | $410.5K | −$11.7K | Cut−$22.4K |
| American Financial Advisors, LLC | 2.01K | $404.3K | −$11.1K | Added$1.35K |
| Clear Creek Financial Management, LLC | 1.98K | $398K | −$11.3K | Cut−$6.44K |
| Destiny Wealth Partners, LLC | 1.94K | $389.2K | −$36.7K | Cut−$36.7K |
| IHT Wealth Management, LLC | 1.94K | $388.9K | −$7.23K | Added$126.1K |
| TWIN PEAKS WEALTH ADVISORS, LLC | 1.93K | $387.6K | −$21.5K | Cut−$21.5K |
| RFG Advisory, LLC | 1.9K | $380.6K | −$5.6K | Added$177.8K |
| Arkadios Wealth Advisors | 1.84K | $369.9K | — | New |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 1.82K | $366.1K | — | Held |
| PERRYMAN FINANCIAL ADVISORY INC /AD | 1.74K | $349.1K | −$9.91K | Cut−$13.6K |
| Formidable Asset Management, LLC | 1.69K | $348.8K | $33K | Added$131.5K |
| EdgeRock Capital LLC | 1.7K | $341.4K | −$9.69K | Cut−$25.8K |
| SUMMIT WEALTH GROUP LLC / CO | 1.7K | $341.2K | −$9.67K | Cut−$74.9K |
| TITLEIST ASSET MANAGEMENT, LLC | 1.69K | $338.8K | −$9.45K | Cut−$3.42K |
| OneDigital Investment Advisors LLC | 1.64K | $329.8K | −$9.36K | Cut−$15.6K |
| Sequoia Financial Advisors, LLC | 1.63K | $326.3K | −$9.26K | Cut−$9.26K |
| XTX Topco Ltd | 1.62K | $325.1K | — | New |
| Shepherd Financial Partners LLC | 1.53K | $307.7K | −$8.73K | Cut−$8.73K |
| Kingstone Capital Partners Texas, LLC | 1.52K | $305K | −$9.38K | Cut−$16K |
| Novak & Powell Financial Services, Inc. | 1.51K | $303.6K | −$8.62K | Cut−$8.62K |
| Fortis Capital Advisors, LLC | 1.51K | $303.4K | −$7.91K | Added$16.8K |
| STEPHENS INC /AR/ | 1.49K | $300K | −$8.52K | Cut−$8.52K |
| WealthCare Investment Partners, LLC | 1.48K | $293K | −$13.5K | Cut−$13.7K |
| FIFTH THIRD BANCORP | 1.41K | $282.3K | — | New |
| Jacobi Capital Management LLC | 1.4K | $281K | −$7.97K | Cut−$7.97K |
| Fortune Financial Group, Inc. | 1.38K | $277.7K | $261.4K | Added$277.4K |
| Stratos Wealth Partners, LTD. | 1.35K | $272.3K | −$7.72K | Cut−$15K |
| COZAD ASSET MANAGEMENT INC | 1.34K | $269.1K | −$7.64K | Cut−$7.64K |
| Mariner, LLC | 1.32K | $266.1K | −$7.55K | Cut−$45.8K |
| Envestnet Portfolio Solutions, Inc. | 1.25K | $250K | −$6.67K | Added$8.39K |
| MONETA GROUP INVESTMENT ADVISORS LLC | 1.22K | $244.6K | −$6.89K | Cut−$5.08K |
| HF Advisory Group, LLC | 1.21K | $243K | −$6.9K | Cut−$53.8K |
| BETO FINANCIAL GROUP, LLC | 1.14K | $241.1K | — | New |
| Dynamic Advisor Solutions LLC | 1.2K | $240K | −$6.81K | Cut−$6.81K |
| RDA Financial Network | 1.18K | $237.2K | −$6.73K | Cut−$14.2K |
| Clearstead Advisors, LLC | 1.18K | $236.8K | −$6.72K | Cut−$6.72K |
| Sequent Planning LLC | 1.15K | $230.9K | −$6.27K | Added$3.77K |
| Independent Advisor Alliance | 1.13K | $227.1K | — | New |
| LaSalle St. Investment Advisors, LLC | 1.13K | $227.1K | $226.8K | Added$226.8K |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 1.08K | $219.1K | −$4.35K | Cut−$825.5K |
| NOVEM GROUP | 1.08K | $216.5K | — | New |
| Dominguez Wealth Management Solutions, Inc. | 1.07K | $215.6K | −$6.12K | Cut−$6.12K |
| CPR Investments Inc. | 1.07K | $214.4K | — | New |
| TD Capital Management LLC | 1.06K | $213.9K | −$6.07K | Cut−$6.07K |
| FSB PREMIER WEALTH MANAGEMENT, INC. | 1.06K | $212.1K | −$6.02K | Cut−$8.29K |
| COMMERCE BANK | 1.04K | $208.9K | −$5.7K | Added$2.33K |
| Cornell Pochily Investment Advisors, Inc. | 1.03K | $206.7K | −$5.86K | Cut−$13.1K |
| Lifetime Wealth Management P.C. | 1.03K | $206.1K | −$5.85K | Cut−$5.85K |
| Arax Advisory Partners | 1.02K | $204K | −$5.78K | Cut−$124.5K |
| Strid Group, LLC | 1K | $200.8K | −$5.7K | Cut−$5.7K |
| Sather Financial Group Inc | 1K | $200.8K | −$5.7K | Cut−$5.7K |
| PRINCIPAL SECURITIES, INC. | 997 | $200.2K | — | New |
| REAP Financial Group, LLC | 954 | $191.6K | −$5.44K | Cut−$10.2K |
| PNC Financial Services Group, Inc. | 917 | $184.2K | −$5.1K | Cut−$477 |
| BARRETT & COMPANY, INC. | 905 | $181.7K | −$5.16K | Cut−$5.16K |
| NBC SECURITIES, INC. | 878 | $176.4K | −$5K | Cut−$15.7K |
| Ashton Thomas Private Wealth, LLC | 815 | $163.7K | — | New |
| Vanguard National Trust Co | 661 | $132.7K | — | Held |
| HARBOR INVESTMENT ADVISORY, LLC | 615 | $123.5K | −$3.51K | Cut−$3.51K |
| Geneos Wealth Management Inc. | 530 | $106.4K | −$3.02K | Cut−$3.02K |
| Dynamic Wealth Strategies, LLC | 515 | $103.4K | −$2.94K | Cut−$2.94K |
| PRIVATE TRUST CO NA | 496 | $99.6K | −$1.72K | Added$37.4K |
| GAMMA Investing LLC | 460 | $92.4K | −$2.62K | Cut−$2.62K |
| BANK OF MONTREAL /CAN/ | 397 | $79.7K | −$3.49K | Cut−$3.49K |
| Aptus Capital Advisors, LLC | 347 | $69.7K | −$1.98K | Cut−$1.98K |
| Founders Financial Alliance, LLC | 341 | $68.5K | — | New |
| Sunbelt Securities, Inc. | 333 | $66.8K | −$407 | Added$50.1K |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 332 | $66.7K | −$1.89K | Cut−$2.31K |
| Capital Investment Advisory Services, LLC | 312 | $62.6K | −$1.72K | Added$288 |
| DHJJ Financial Advisors, Ltd. | 295 | $59.2K | −$1.68K | Cut−$1.68K |
| BLAIR WILLIAM & CO/IL | 275 | $55.2K | −$1.57K | Cut−$10.4K |
| Synergy Investment Management, LLC | 273 | $54.8K | — | New |
| RMG Wealth Management LLC | 258 | $54K | — | New |
| Rossby Financial, LCC | 243 | $49.2K | −$679 | Added$14.3K |
| WEBSTER BANK, N. A. | 238 | $47.8K | −$1.36K | Cut−$1.36K |
| SIGNATUREFD, LLC | 235 | $47.2K | −$1.34K | Cut−$1.34K |
| AMERIFLEX GROUP, INC. | 205 | $41.2K | −$1.17K | Cut−$1.38K |
| Smartleaf Asset Management LLC | 211 | $40.7K | −$3.5K | Cut−$4.34K |
| Russell Investments Group, Ltd. | 202 | $40.6K | −$912 | Added$7.52K |
| Independence Bank of Kentucky | 200 | $40.2K | −$1.14K | Cut−$1.14K |
| Parallel Advisors, LLC | 182 | $36.5K | −$74 | Added$33.9K |
| Wagner Wealth Management, LLC | 177 | $35.6K | −$1.01K | Cut−$1.01K |
| Center for Financial Planning, Inc. | 175 | $35.1K | −$997 | Cut−$997 |
| Cassaday & Co Wealth Management LLC | 169 | $33.9K | — | New |
| Park Square Financial Group, LLC | 166 | $33.3K | $5.75K | Cut−$14.5K |
| Eukles Asset Management | 162 | $32.5K | −$924 | Cut−$5.88K |
| Hickory Point Bank & Trust | 150 | $30.1K | — | New |
| Financial Perspectives, Inc | 148 | $29.7K | −$844 | Cut−$844 |
| GILL CAPITAL PARTNERS, LLC | 145 | $29.1K | — | New |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 139 | $27.9K | −$285 | Added$17.6K |
| Cullen/Frost Bankers, Inc. | 137 | $27.5K | −$445 | Added$11.4K |
| CoreCap Advisors, LLC | 136 | $27.3K | −$775 | Cut−$775 |
| Signature Equity Partners, LLC | 131 | $26.3K | −$730 | Cut−$128 |
| High Point Wealth Management, LLC | 128 | $25.7K | −$730 | Cut−$730 |
| Ameritas Investment Partners, Inc. | 125 | $25.1K | −$712 | Cut−$712 |
| Ritter Daniher Financial Advisory LLC / DE | 125 | $25.1K | −$714 | Cut−$2.78K |