| BANK OF AMERICA CORP /DE/ | 12.2M | $1.23B | $3.01M | Added$146M |
| LPL Financial LLC | 10.9M | $1.09B | $2.46M | Added$209.8M |
| Howard Capital Management Inc. | 9.34M | $939.7M | — | New |
| MORGAN STANLEY | 8.4M | $845.4M | $2.24M | Added$42.5M |
| UBS Group AG | 5.13M | $516.8M | $725.5K | Added$256.7M |
| CIBC Bancorp USA Inc. | 3.96M | $391.6M | — | Held |
| Cerity Partners LLC | 3.57M | $358.9M | $998.4K | Cut−$36.9M |
| RAYMOND JAMES FINANCIAL INC | 3.52M | $354.6M | $748.1K | Added$86.4M |
| AMERIPRISE FINANCIAL INC | 3.38M | $272.5M | −$39.8M | Added$70M |
| OSAIC HOLDINGS, INC. | 2.7M | $271.8M | $713.8K | Added$11.8M |
| ROYAL BANK OF CANADA | 2.69M | $270.9M | $658.4K | Added$35M |
| WELLS FARGO & COMPANY/MN | 2.62M | $263.6M | $520.6K | Added$77M |
| JPMORGAN CHASE & CO | 2.57M | $259.1M | $658.2K | Added$23.2M |
| Focus Partners Wealth | 2.51M | $252.5M | $631.7K | Added$26M |
| ENVESTNET ASSET MANAGEMENT INC | 2.36M | $238M | $315.6K | Added$124.8M |
| GM Advisory Group, LLC | 2.31M | $233M | $648.2K | Cut−$17.3M |
| Robinhood Asset Management, LLC | 2.31M | $232.1M | $495.8K | Added$54.4M |
| NorthRock Partners, LLC | 2.24M | $225.8M | $565.5K | Added$23.1M |
| CAPTRUST FINANCIAL ADVISORS | 2.18M | $219.7M | $562.1K | Added$18.2M |
| Cetera Investment Advisers | 2.14M | $215.6M | $534.1K | Added$24.2M |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 1.75M | $176.5M | $490.9K | Cut−$33.4M |
| WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | 1.72M | $172.7M | $361K | Added$42.4M |
| Hilton Capital Management, LLC | 1.56M | $157.4M | — | New |
| Westerkirk Capital Inc. | 1.52M | $153.4M | $426.7K | Added$426.7K |
| Waverly Advisors, LLC | 1.51M | $152M | $411.9K | Added$4.38M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1.46M | $146.6M | $24 | Cut−$66.9M |
| Farther Finance Advisors, LLC | 1.41M | $141.8M | $10.6K | Added$36.1M |
| EQUITY INVESTMENT CORP | 1.35M | $135.5M | $164.4K | Added$76.6M |
| MAI Capital Management | 1.31M | $132.2M | $367.9K | Cut−$3.91M |
| Gotham Asset Management, LLC | 1.24M | $124.7M | $346.7K | Cut−$54.8M |
| Marex Group plc | 1.21M | $121.7M | $132.9K | Added$74M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1.16M | $116.8M | $318.1K | Added$2.75M |
| Cynosure Group, LLC | 1.14M | $114.5M | $404K | Cut−$4.78M |
| Balentine LLC | 1.12M | $112.9M | $281.9K | Added$11.8M |
| KNIGHTSBRIDGE ASSET MANAGEMENT, LLC | 1.11M | $111.9M | — | New |
| Alpha Wealth Funds, LLC | 1.1M | $110.9M | $294.3K | Added$5.43M |
| Cheviot Value Management, LLC | 1.07M | $107.5M | $19.6K | Added$9.28M |
| PRUDENTIAL FINANCIAL INC | 1.04M | $104.9M | $270.9K | Cut−$19.2M |
| Mutual Advisors, LLC | 1.02M | $102.9M | $282.4K | Added$1.65M |
| 3EDGE Asset Management, LP | 1.01M | $102M | $123K | Added$59.4M |
| Wealthfront Advisers LLC | 992.5K | $99.9M | $245.2K | Added$12M |
| AE Wealth Management LLC | 967.4K | $97.4M | $178.9K | Added$33.2M |
| AlphaStar Capital Management, LLC | 927.2K | $93.3M | $161.4K | Added$35.5M |
| POTOMAC FUND MANAGEMENT INC /ADV | 905.7K | $91.2M | $239.5K | Added$5.29M |
| HighTower Advisors, LLC | 899.7K | $90.6M | $208.3K | Added$16.5M |
| Vigilare Wealth Management | 891.4K | $89.7M | $45.3K | Added$73.5M |
| Kestra Advisory Services, LLC | 890.8K | $89.7M | $98.9K | Added$54.2M |
| Sollinda Capital Management LLC | 866K | $87.2M | $172.6K | Added$25.3M |
| JNBA Financial Advisors | 847.3K | $85.3M | $354 | Added$85.2M |
| EVOLVE PRIVATE WEALTH, LLC | 832.2K | $83.8M | $183.4K | Added$18M |
| PEAVINE CAPITAL, LLC | 828K | $83.3M | $231.8K | Cut−$5.58M |
| FLAGSHIP HARBOR ADVISORS, LLC | 816.5K | $82.2M | $188.2K | Added$14.7M |
| Selective Wealth Management, Inc. | 808.7K | $81.4M | $117.6K | Added$2.56M |
| Cresset Asset Management, LLC | 786.4K | $79.2M | $220.2K | Cut−$15.1M |
| COMMONWEALTH EQUITY SERVICES, LLC | 782.9K | $78.8M | $219.2K | Cut−$3.89M |
| CWM, LLC | 774.5K | $78M | $34.4M | Added$77.9M |
| Avos Capital Management, LLC | 763.9K | $76.9M | $210.9K | Added$1.28M |
| McElhenny Sheffield Capital Management, LLC | 757.2K | $76.2M | — | New |
| Steward Partners Investment Advisory, LLC | 729.2K | $73.4M | $116.8K | Added$31.5M |
| RWWM, Inc. | 720.8K | $72.6M | $201.9K | Cut−$4.26M |
| Mariner, LLC | 715.8K | $72.1M | $130.3K | Added$25.4M |
| D.A. DAVIDSON & CO. | 712.9K | $71.8M | $173.2K | Added$9.68M |
| PSP Research LLC | 700K | $70.5M | $196K | Added$196K |
| STIFEL FINANCIAL CORP | 698.9K | $70.4M | $194.5K | Cut−$35M |
| Mesirow Financial Investment Management, Inc. | 690.9K | $69.5M | $130.3K | Added$22.8M |
| BlackRock, Inc. | 689.9K | $69.4M | $193.2K | Cut−$7.59M |
| Peak Retirement Planning, Inc. | 667.5K | $67.2M | $160.2K | Added$9.75M |
| FIRST WILSHIRE SECURITIES MANAGEMENT INC | 666.2K | $67.1M | $107.5K | Added$28.5M |
| AWM CAPITAL, LLC | 663K | $66.7M | $185.7K | Cut−$30.7M |
| Mirae Asset Global Investments Co., Ltd. | 656K | $66M | $135K | Added$17.6M |
| Trek Financial, LLC | 651.4K | $65.6M | $74.1K | Added$39M |
| Aaron Wealth Advisors LLC | 647.4K | $65.2M | $181.3K | Cut−$51.1M |
| Beaumont Financial Advisors, LLC | 647.2K | $65.1M | $134.5K | Added$16.9M |
| Journey Advisory Group, LLC | 637K | $64.1M | $24.1K | Added$55.5M |
| TITLEIST ASSET MANAGEMENT, LLC | 636.9K | $64.1M | $178.4K | Cut−$2.49M |
| FIDUCIARY FINANCIAL GROUP, LLC | 628.8K | $63.3M | $159.3K | Added$6.16M |
| EVERGREEN CAPITAL MANAGEMENT LLC | 620.3K | $62.4M | $145.5K | Added$10.3M |
| MML INVESTORS SERVICES, LLC | 615.4K | $61.9M | $154.8K | Added$6.43M |
| MONECO ADVISORS, LLC | 600.2K | $60.4M | $168.1K | Cut−$7.11M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 592K | $59.6M | $57.7K | Added$38.9M |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | 591K | $59.5M | $80.3K | Added$30.7M |
| TRUIST FINANCIAL CORP | 585.2K | $58.9M | $133.7K | Added$10.9M |
| Bleakley Financial Group, LLC | 582.1K | $58.6M | $156.9K | Added$2.31M |
| Composition Wealth, LLC | 563.7K | $56.7M | $157.8K | Cut−$37.3M |
| Private Advisor Group, LLC | 563K | $56.7M | $99.7K | Added$20.9M |
| NEUBERGER BERMAN GROUP LLC | 553.5K | $55.7M | $149.6K | Added$2.1M |
| Nierenberg Investment Management Company, LLC | 550.6K | $55.4M | $154.2K | Cut−$8.88M |
| BITTERROOT CAPITAL ADVISORS LLC | 546.7K | $55M | $99.2K | Added$19.5M |
| OPPENHEIMER ASSET MANAGEMENT INC. | 543.8K | $54.7M | $148.8K | Added$1.38M |
| EXENCIAL WEALTH ADVISORS, LLC | 542.9K | $54.6M | $152K | Cut−$4.15M |
| Aspen Capital Management, LLC | 533.6K | $53.7M | $149.3K | Cut−$9.29M |
| Sequoia Financial Advisors, LLC | 519.5K | $52.3M | $145.4K | Cut−$44.6M |
| Omnia Family Wealth, LLC | 517.4K | $52.1M | $102.4K | Added$15.3M |
| Parkway Wealth Management Group, LLC | 516.2K | $51.9M | $553 | Added$51.1M |
| RPS ADVISORY SOLUTIONS LLC | 511.7K | $51.5M | $65.8K | Added$27.9M |
| Advisory Services Network, LLC | 502.2K | $50.6M | $130.5K | Added$3.82M |
| L2 Asset Management, LLC | 496.1K | $49.9M | $68.8K | Added$25.3M |
| Legacy Wealth Advisors, LLC | 467.2K | $47M | $56.7K | Added$26.7M |
| STEPHENS INC /AR/ | 460.1K | $46.3M | $67.3K | Added$22.2M |
| Punch Card Management L.P. | 460K | $46.3M | $128.8K | Cut−$10.5M |
| Equitable Holdings, Inc. | 459K | $46.2M | $20.1K | Added$36.1M |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | 443.1K | $44.6M | $124.1K | Cut−$12M |
| STANSBERRY ASSET MANAGEMENT, LLC | 442K | $44.5M | $72.9K | Added$18.3M |
| Dakota Wealth Management | 440.9K | $44.4M | — | New |
| Proficio Capital Partners LLC | 440.8K | $44.4M | — | New |
| Dynamic Financial Group | 435.9K | $43.9M | $122K | Cut−$140.8K |
| Rockefeller Capital Management L.P. | 435.7K | $43.9M | $113.9K | Added$3.04M |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 434.6K | $43.7M | $55.2K | Added$23.9M |
| Wealthcare Advisory Partners LLC | 430.6K | $43.3M | $108.9K | Added$4.29M |
| Zurich Insurance Group Ltd/FI | 417.4K | $42M | $116.9K | Cut−$25.5M |
| Leonard Rickey Investment Advisors P.L.L.C. | 415K | $41.8M | $43.2K | Added$26.3M |
| Perigon Wealth Management, LLC | 405.7K | $40.8M | $96.4K | Added$6.27M |
| RFG Advisory, LLC | 400.7K | $40.3M | $90.8K | Added$7.81M |
| Arjuna Capital | 399.7K | $40.2M | $111.9K | Cut−$7.48M |
| RIA Advisory Group LLC | 399.1K | $40.2M | $2.9K | Added$39.1M |
| Savant Capital, LLC | 398K | $40.1M | $85.3K | Added$9.48M |
| Sanctuary Advisors, LLC | 391.3K | $39.4M | $96.6K | Added$4.79M |
| Index Fund Advisors, Inc. | 389.8K | $39.2M | $106.8K | Added$973.2K |
| Synergy Asset Management, LLC | 386.4K | $38.9M | $108.2K | Cut−$3.17M |
| Decker Retirement Planning Inc. | 383.5K | $38.6M | $78.7K | Added$10.4M |
| GREENLEA LANE CAPITAL MANAGEMENT, LLC | 383K | $38.6M | — | New |
| Wealth Advisors of Iowa, LLC | 372.4K | $37.5M | $4.51K | Added$35.9M |
| MILESTONE ASSET MANAGEMENT, LLC | 370K | $37.2M | $46.9K | Added$20.4M |
| Meeder Advisory Services, Inc. | 369K | $37.1M | $71.4K | Added$11.5M |
| Cypress Capital, LLC | 368.3K | $37.1M | $20.7K | Added$29.6M |
| COLDSTREAM CAPITAL MANAGEMENT INC | 362.5K | $36.5M | $101.4K | Added$124.6K |
| SCHNIEDERS CAPITAL MANAGEMENT, LLC. | 362K | $36.4M | $50.7K | Added$18.3M |
| Creative Planning | 358.1K | $36M | $100.2K | Cut−$8M |
| Orion Capital Management LLC | 352.8K | $35.5M | $98.8K | Cut−$472.2K |
| DIVERSIFIED TRUST CO | 351.6K | $35.4M | $82.4K | Added$5.85M |
| Wheelhouse Advisory Group LLC | 350.4K | $35.3M | — | New |
| Almanack Investment Partners, LLC. | 343.4K | $34.6M | $82.5K | Added$5.01M |
| VestGen Advisors, LLC | 337.5K | $33.9M | $30.4K | Added$8.5M |
| HUB Investment Partners, LLC | 335.8K | $33.8M | $59.4K | Added$12.5M |
| MERCER GLOBAL ADVISORS INC /ADV | 335.7K | $33.8M | $94K | Cut−$9.42M |
| Mader & Shannon Wealth Management, Inc. | 335.2K | $33.7M | −$691 | Added$32M |
| Relyea Zuckerberg Hanson LLC | 330.6K | $33.3M | $46.5K | Added$16.6M |
| Brookstone Capital Management | 322.1K | $32.4M | $90.2K | Cut−$953.1K |
| REBALANCE, LLC | 313.7K | $31.6M | $18.9K | Added$24.8M |
| Henderson Brothers Financial Partners, LLC | 311.9K | $31.4M | $960 | Added$31.1M |
| Centric Wealth Management | 310.2K | $31.2M | $10.4K | Added$10.2M |
| LEE JOHNSON CAPITAL MANAGEMENT, LLC | 300.5K | $30.2M | $84.2K | Cut−$18.8M |
| Icahn Capital | 297.7K | $30M | $82.5K | Added$402.3K |
| NOMURA ASSET MANAGEMENT CO LTD | 289.3K | $29.1M | $74.9K | Added$2.28M |
| Tortoise Investment Management, LLC | 288.8K | $29.1M | $80K | Added$385.9K |
| Aristotle Capital Management, LLC | 287.4K | $28.9M | $77.5K | Added$1.11M |
| Laurel Wealth Advisors LLC | 287.4K | $28.9M | $26.2K | Added$2.63M |
| Elm Partners Management LLC | 284.4K | $28.6M | $79.6K | Cut−$19.5M |
| One Day In July LLC | 281.6K | $28.4M | $78.9K | Cut−$4.91M |
| Resonant Capital Advisors, LLC | 281.1K | $28.3M | $78.7K | Cut−$22.5M |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 275.5K | $27.7M | $79K | Added$1.43K |
| Geneos Wealth Management Inc. | 273.7K | $27.6M | $42.4K | Added$12.3M |
| M. Kulyk & Associates, LLC | 271.8K | $27.4M | $76.1K | Cut−$1.09M |
| OPPENHEIMER & CO INC | 262.4K | $26.4M | $12.9K | Added$21.8M |
| ACR Alpine Capital Research, LLC | 261.4K | $26.3M | $16.2K | Added$9.99M |
| Capital Investment Advisors, LLC | 259.7K | $26.1M | $57.1K | Added$5.67M |
| TRAPHAGEN INVESTMENT ADVISORS LLC | 256.8K | $25.8M | $71.9K | Cut−$718.2K |
| Kohmann Bosshard Financial Services, LLC | 254K | $25.6M | $112.2K | Added$944.6K |
| George Kaiser Family Foundation | 252.6K | $25.4M | — | New |
| Prescott Group Capital Management, L.L.C. | 252.6K | $25.4M | $70.3K | Added$216.9K |
| Larson Financial Group LLC | 248.1K | $25M | $121 | Added$24.9M |
| Valmark Advisers, Inc. | 246K | $24.8M | $58.4K | Added$3.82M |
| Advisors Capital Management, LLC | 239.2K | $24.1M | $67K | Cut−$9.9M |
| Westfuller Advisors, LLC | 239.1K | $24.1M | $66.9K | Cut−$1.1M |
| Legacy Wealth Partners, LLC | 234.8K | $23.6M | $2.85K | Added$22.6M |
| JDM Financial Group LLC | 283.9K | $23.5M | −$4M | Added$594.3K |
| Empowered Funds, LLC | 230.4K | $23.1M | $1.75K | Cut−$2.84M |
| Talon Private Wealth, LLC | 225K | $22.6M | — | Held |
| Beacon Pointe Advisors, LLC | 224.8K | $22.6M | $57.7K | Added$1.96M |
| SHRIER WEALTH MANAGEMENT, LLC | 224.2K | $22.6M | $56.8K | Added$2.17M |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | 219.4K | $22.1M | $53K | Added$3.09M |
| CFS Investment Advisory Services, LLC | 215K | $21.6M | $35.5K | Added$1.78M |
| Occidental Asset Management, LLC | 211.3K | $21.3M | — | New |
| Bramshill Investments, LLC | 210K | $21.1M | — | New |
| Owen LaRue, LLC | 207.9K | $20.9M | $58.2K | Cut−$3.94M |
| Peregrine Asset Advisers, Inc. | 204.8K | $20.6M | $15.4K | Added$15.1M |
| Five Oceans Advisors | 204K | $20.5M | $57K | Cut−$953.3K |
| MANNING & NAPIER ADVISORS LLC | 201.6K | $20.3M | $52.6K | Added$1.46M |
| Retirement Planning Group, LLC | 201.2K | $20.3M | $56.3K | Cut−$1.03M |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 199.3K | $20.1M | $41.4K | Added$5.2M |
| Altiora Financial Group, LLC | 199.2K | $20M | $55.8K | Cut−$1.89M |
| MGO ONE SEVEN LLC | 199.1K | $20M | $54.9K | Added$378.7K |
| Affinity Capital Advisors, LLC | 198.2K | $19.9M | $45.2K | Added$3.74M |
| Allworth Financial LP | 197K | $19.8M | $54.5K | Added$308.1K |
| Atlas Private Wealth Advisors | 196.3K | $19.8M | $51.3K | Added$1.39M |
| Leo H. Evart, Inc. | 195.7K | $19.7M | — | Held |
| Bangor Savings Bank | 195.1K | $19.6M | $54.7K | Cut−$6.37M |
| Advisors Preferred, LLC | 193.3K | $19.5M | $48.3K | Cut−$95.3K |
| Kingsview Wealth Management, LLC | 192.1K | $19.3M | $40.4K | Added$4.88M |
| BANK OF MONTREAL /CAN/ | 192K | $19.3M | $26.7K | Added$9.77M |
| Alpha Advisors, LLC/VA | 191.3K | $19.3M | $51K | Added$974.9K |
| Focused Wealth Management, Inc | 186.5K | $18.8M | $52.3K | Cut−$2.77M |
| Private Wealth Group, LLC | 185.5K | $18.7M | $40.2K | Added$4.24M |
| Kera Capital Partners, Inc. | 185.1K | $18.6M | — | New |
| Orion Porfolio Solutions, LLC | 183K | $18.4M | $27K | Added$8.76M |
| STERLING INVESTMENT ADVISORS LLC /ADV | 182.8K | $18.4M | $49.8K | Added$551.2K |
| Ridgepath Capital Management LLC | 181.8K | $18.3M | −$7.27K | Cut−$46.9M |
| TOTH FINANCIAL ADVISORY CORP | 180.9K | $18.2M | — | New |
| Spartan Wealth Advisory Services LLC | 180.8K | $18.2M | — | Held |
| Vickerman Investment Advisors, Inc. | 180.6K | $18.2M | $50.5K | Cut−$6.11M |
| Wellspring Financial Advisors, LLC | 180.4K | $18.2M | $50.6K | Cut−$3.37M |
| Keystone Financial Group, Inc. | 180.2K | $18.1M | $50.5K | Cut−$877.8K |
| Crescent Grove Advisors, LLC | 180.1K | $18.1M | $50.4K | Cut−$2.46M |
| Lido Advisors, LLC | 178.2K | $17.9M | −$5.79K | Cut−$3.82M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 177.6K | $17.9M | $49.7K | Cut−$1.23M |
| Encompass More Asset Management | 177.5K | $17.9M | $14.7K | Added$12.6M |
| IFS Advisors, LLC | 177.2K | $17.8M | $49.1K | Added$253.3K |
| Marest Capital, LLC | 176.2K | $17.7M | $31.8K | Added$6.31M |
| Navigate Wealth Management, LLC | 174.6K | $17.6M | — | Held |
| Penney Financial, LLC | 172.5K | $17.4M | $48.3K | Cut−$1.08M |
| Conservest Capital Advisors, Inc. | 171.3K | $17.2M | $31.9K | Added$5.81M |
| Concurrent Investment Advisors, LLC | 170.8K | $17.2M | $14.4K | Added$12M |
| PFG Advisors | 169.5K | $17.1M | $27.7K | Added$7.12M |
| SCOTIA CAPITAL INC. | 169.4K | $17.1M | $47.5K | Cut−$4.19M |
| AXXCESS WEALTH MANAGEMENT, LLC | 168.1K | $16.9M | $47K | Cut−$48.4M |
| Legacy Advisory Services, LLC | 165.2K | $16.6M | $46.3K | Cut−$42.3K |
| Zuckerman Investment Group, LLC | 164.3K | $16.5M | — | New |
| Corient Private Wealth LLC | 165.1K | $16.3M | −$246.1K | Cut−$6.55M |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 161.6K | $16.3M | $25.1K | Added$7.25M |
| PECAUT & CO. | 161.2K | $16.2M | $45.2K | Cut−$8.91M |
| KENNICOTT CAPITAL MANAGEMENT LLC | 157.3K | $15.8M | $41.3K | Added$1.01M |
| Bank of New York Mellon Corp | 155.5K | $15.7M | $37.4K | Added$2.2M |
| Vise Technologies, Inc. | 155.8K | $15.6M | $0 | Held |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 153K | $15.4M | $42.9K | Cut−$581.8K |
| Baird Financial Group, Inc. | 151.9K | $15.3M | $32.8K | Added$3.54M |
| &PARTNERS | 136.4K | $15.2M | $824.7K | Added$7.75M |
| Red Wave Investments LLC | 150.4K | $15.1M | $42K | Cut−$929.4K |
| CENTRAL TRUST Co | 149.8K | $15.1M | $37.9K | Added$1.45M |
| Apriem Advisors | 147.9K | $14.9M | — | New |
| Twelve Points Wealth Management LLC | 146.9K | $14.8M | $28K | Cut−$2.41M |
| Crown Wealth Group, LLC | 146.5K | $14.7M | $30.4K | Added$3.82M |
| Vivid Wealth Management, LLC | 146.2K | $14.7M | $40.8K | Added$111.1K |
| Heritage Wealth Management, Inc. /CA/ | 145.7K | $14.7M | $14.4K | Added$9.5M |
| RMR Capital Management, LLC | 145.4K | $14.6M | $40.7K | Cut−$547.4K |
| Virginia Estate & Retirement Planning Advisors Inc. | 145.1K | $14.6M | — | Held |
| Quantinno Capital Management LP | 144.6K | $14.6M | $40.5K | Cut−$8.16M |
| GTS FINANCIAL, LLC | 143.9K | $14.5M | — | Held |
| Dominguez Wealth Management Solutions, Inc. | 143.8K | $14.5M | $40.2K | Cut−$67.2K |
| DORVAL Corp | 143.4K | $14.4M | — | New |
| Mascoma Wealth Management LLC | 143K | $14.4M | $23.9K | Added$5.84M |
| IFP Advisors, Inc | 141.9K | $14.3M | $15.5K | Added$8.74M |
| Cassady Wealth & Retirement Planning, LLC | 139.1K | $14M | $24.5K | Added$5.53M |
| Hilltop Holdings Inc. | 138.9K | $14M | $37.2K | Added$667.2K |
| Horizon Investments, LLC | 137.8K | $13.8M | −$20.3K | Added$7.21M |
| WOODMONT INVESTMENT COUNSEL LLC | 136.4K | $13.7M | $38.2K | Cut−$1.72M |
| Ausdal Financial Partners, Inc. | 134.2K | $13.5M | $5.94K | Added$11.4M |
| Sowell Financial Services LLC | 132.4K | $13.3M | $37.1K | Cut−$2.1M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 132K | $13.3M | $23.6K | Added$4.83M |
| Sandhill Capital Partners LLC | 130.7K | $13.2M | $36.6K | Cut−$10.4M |
| Pinion Investment Advisors, LLC | 129.3K | $13M | $18.3K | Added$6.45M |