| Choate Investment Advisors | 6.09M | $168M | −$4.84M | Cut−$88M |
| Cerity Partners LLC | 3.12M | $86M | −$1.69M | Added$25.9M |
| LPL Financial LLC | 2.12M | $58.3M | −$1.04M | Added$21.3M |
| Horizon Wealth Management, LLC | 1.36M | $37.5M | −$14.1K | Added$37M |
| BANK OF AMERICA CORP /DE/ | 1.18M | $32.6M | −$785.9K | Added$4.54M |
| OSAIC HOLDINGS, INC. | 1.07M | $29.6M | −$23.8K | Added$28.8M |
| ABOUND FINANCIAL, LLC | 931K | $25.7M | −$737.5K | Cut−$642.8K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 871K | $23.9M | −$1.32M | Cut−$20.8M |
| RAYMOND JAMES FINANCIAL INC | 725.4K | $20M | −$541.9K | Added$662.9K |
| COMMONWEALTH EQUITY SERVICES, LLC | 700.8K | $19.3M | −$482.1K | Added$2.12M |
| ROYAL BANK OF CANADA | 670.9K | $18.5M | −$375.2K | Added$5.11M |
| A&I FINANCIAL SERVICES, LLC | 595.2K | $16.4M | −$473.2K | Cut−$612.8K |
| Greater Midwest Financial Group, LLC | 526.9K | $14.5M | −$418.9K | Cut−$936.3K |
| BEAM WEALTH ADVISORS, INC. | 404.3K | $11.1M | −$21K | Added$10.4M |
| Steward Partners Investment Advisory, LLC | 402K | $11.1M | −$282.5K | Added$1M |
| KWB Wealth | 355.5K | $10.1M | $3 | Cut−$43.9K |
| ARQ WEALTH ADVISORS, LLC | 335.4K | $9.25M | — | New |
| Appalachian Capital Management Ltd | 295.2K | $8.14M | −$225K | Added$112.3K |
| U.S. Capital Wealth Advisors, LLC | 258.5K | $7.13M | −$205.5K | Cut−$2.62M |
| NavPoint Financial, Inc. | 252.5K | $6.96M | −$161.1K | Added$1.21M |
| Alliance Private Wealth, LLC | 220K | $6.07M | −$168.9K | Cut−$109.3K |
| Three Magnolias Financial Advisors, LLC | 202.7K | $5.59M | −$157.2K | Cut−$21.6K |
| &PARTNERS | 193.5K | $5.33M | −$486.3K | Cut−$472.9K |
| CASTLEKEEP INVESTMENT ADVISORS LLC | 185.1K | $5.1M | −$127.2K | Added$562.6K |
| Gateway Wealth Partners, LLC | 173.2K | $4.78M | −$41.7K | Added$3.29M |
| Cheviot Value Management, LLC | 171.1K | $4.72M | −$91.3K | Added$1M |
| STIFEL FINANCIAL CORP | 163.3K | $4.5M | −$15.1K | Added$3.96M |
| Western Pacific Wealth Management, LP | 160.4K | $4.42M | −$122.6K | Added$46.3K |
| DKM Wealth Management, Inc. | 125.6K | $3.46M | −$97.4K | Cut−$14.1K |
| Citadel | 121.5K | $3.35M | −$21.2K | Added$2.59M |
| Investment Planning Advisors, Inc. | 121.5K | $3.35M | −$89.7K | Added$148.7K |
| Sugar Maple Asset Management, LLC | 99.4K | $2.74M | −$45.6K | Added$1.11M |
| Maridea Wealth Management LLC | 98.1K | $2.7M | −$71.7K | Added$146.1K |
| Independent Advisor Alliance | 87.3K | $2.41M | — | New |
| Valeo Financial Advisors, LLC | 84.3K | $2.32M | −$57K | Added$289.8K |
| IFP Advisors, Inc | 80K | $2.2M | −$60.5K | Added$47.6K |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | 70.7K | $1.95M | −$7.99K | Added$1.66M |
| Sprinkle Financial Consultants LLC | 67.7K | $1.87M | −$37.6K | Added$524.6K |
| MML INVESTORS SERVICES, LLC | 63.6K | $1.75M | −$33.7K | Added$551K |
| JANE STREET GROUP, LLC | 63.3K | $1.74M | −$50.3K | Cut−$373.7K |
| EVOKE WEALTH, LLC | 54.9K | $1.51M | −$43.6K | Cut−$43.6K |
| Clarkston Capital Partners, LLC | 51.1K | $1.41M | −$40.6K | Cut−$9.6M |
| MORGAN STANLEY | 48.3K | $1.33M | −$5.69K | Added$1.13M |
| Smart Portfolios, LLC | 46.1K | $1.27M | −$30.4K | Added$183.5K |
| Cascades Capital Asset Management, LLC | 45.3K | $1.25M | −$35.2K | Cut−$9.27K |
| Nautilus Advisors LLC | 44.2K | $1.22M | −$32.6K | Added$54K |
| NORTHERN TRUST CORP | 42.3K | $1.17M | — | New |
| Aprio Wealth Management, LLC | 42K | $1.16M | −$32.8K | Cut−$13.6K |
| Corient Private Wealth LLC | 40.5K | $1.12M | −$32.2K | Cut−$814.2K |
| DAVENPORT & Co LLC | 36.8K | $1.02M | −$21K | Added$267.1K |
| Focus Partners Wealth | 35.2K | $970.2K | — | New |
| Sanctuary Advisors, LLC | 34.5K | $949.8K | −$27.4K | Cut−$92.4K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 30.7K | $847.2K | — | New |
| ENVESTNET ASSET MANAGEMENT INC | 25K | $687.9K | −$8.89K | Added$370.8K |
| Associated Banc-Corp | 24.2K | $666.7K | −$14.8K | Added$139.6K |
| Ehrenkranz Partners L.P. | 21.8K | $600.6K | — | New |
| Alpha Advisors, LLC/VA | 20.5K | $566K | −$16.3K | Cut−$209.3K |
| GTS SECURITIES LLC | 20.3K | $558.8K | −$16.1K | Cut−$465.8K |
| Kestra Advisory Services, LLC | 20K | $550.8K | −$11.5K | Added$140K |
| Millstone Evans Group, LLC | 18.9K | $520.9K | −$6.82K | Added$277.7K |
| Birchwood Financial Partners, Inc. | 18.7K | $514.3K | −$12.3K | Added$76.7K |
| Next Level Private LLC | 17.3K | $476.6K | −$10.8K | Added$92.7K |
| TrustWell Financial Advisors, LLC | 17K | $469K | −$13.5K | Cut−$13.5K |
| MAI Capital Management | 16.8K | $464.4K | −$13.4K | Cut−$58K |
| Southeast Asset Advisors, LLC | 16.8K | $463.5K | — | New |
| SITTNER & NELSON, LLC | 16.2K | $446.4K | −$19.2K | Added$63.1K |
| Dickmeyer Boyce Financial Management, Inc. | 15.8K | $434.8K | — | Held |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 15.3K | $420.6K | — | New |
| HighTower Advisors, LLC | 14.2K | $391K | −$8.48K | Added$88.9K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 13.8K | $379.2K | — | New |
| WCG Wealth Advisors LLC | 13.3K | $366.8K | −$10.6K | Cut−$635.4K |
| Capital Investment Advisory Services, LLC | 12.7K | $349.2K | −$7.28K | Added$89.6K |
| Sage Capital Management, LLC | 10.8K | $297.7K | −$8.35K | Cut−$77 |
| Concurrent Investment Advisors, LLC | 10.7K | $294.5K | −$5.84K | Added$86K |
| Stone Wealth Partners | 10.1K | $279K | −$8.05K | Cut−$8.05K |
| SMITH, MOORE & CO. | 10.1K | $277.6K | — | New |
| MANCHESTER FINANCIAL INC | 9.74K | $268.5K | −$7.56K | Cut−$1.19K |
| Phil A. Younker & Associates, Ltd. | 8.5K | $234.3K | −$6.76K | Cut−$6.76K |
| Prospera Financial Services Inc | 8.5K | $234.3K | −$6.76K | Cut−$6.76K |
| B. Riley Wealth Advisors, Inc. | 8K | $216.5K | −$10.4K | Cut−$12.2K |
| SpringVest Wealth Management LLC | 7.78K | $214.5K | −$6.19K | Cut−$6.19K |
| PRIVATE TRUST CO NA | 6.09K | $168K | — | New |
| JPMORGAN CHASE & CO | 5.86K | $158.5K | −$423 | Added$149.3K |
| Holos Integrated Wealth LLC | 4.8K | $132.5K | — | New |
| ROTHSCHILD INVESTMENT LLC | 2K | $55.1K | −$1.59K | Cut−$1.59K |
| Blume Capital Management, Inc. | 2K | $55.1K | −$795 | Added$26.8K |
| WPG Advisers, LLC | 1.85K | $51K | −$1.47K | Cut−$1.47K |
| US BANCORP \DE\ | 1.7K | $46.9K | — | New |
| CWM, LLC | 294 | $8.1K | $8.1K | Added$8.1K |
| Pinnacle Bancorp, Inc. | 275 | $7.58K | −$219 | Cut−$191 |
| Advisory Services Network, LLC | 200 | $5.51K | — | New |
| Cambridge Investment Research Advisors, Inc. | 137.5K | $3.79K | −$97 | Added$315 |
| NKCFO LLC | 107.2K | $2.96K | −$85 | Cut−$85 |
| JABODON PT CO | 91.7K | $2.53K | — | New |
| Janney Montgomery Scott LLC | 9.81K | $270 | −$8 | Cut−$21 |
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | 8.7K | $241 | — | New |