| Dynasty Wealth Management, LLC | 2.18M | $180.5M | −$5.01M | Added$131.4M |
| RiverFront Investment Group, LLC | 1.48M | $122.4M | −$13.6M | Cut−$11.2M |
| JPMORGAN CHASE & CO | 1.39M | $112.6M | −$11.8M | Added$17.5M |
| ENVESTNET ASSET MANAGEMENT INC | 1.25M | $103.2M | −$11.7M | Cut−$19.4M |
| MORGAN STANLEY | 1.03M | $85.7M | −$9.73M | Cut−$13.9M |
| GOLDMAN SACHS GROUP INC | 1.03M | $85.6M | −$9.61M | Cut−$8.66M |
| SAGESPRING WEALTH PARTNERS, LLC | 896.1K | $74.2M | −$5.42M | Added$21.1M |
| OpenArc Corporate Advisory, LLC | 765.3K | $63.4M | −$5.68M | Added$7.76M |
| BANK OF AMERICA CORP /DE/ | 470.3K | $39M | −$4.43M | Cut−$4.91M |
| LPL Financial LLC | 467.5K | $38.7M | −$4.4M | Cut−$5.55M |
| Kozak & Associates, Inc. | 430.4K | $37.4M | −$3.08M | Cut−$2.22M |
| RAYMOND JAMES FINANCIAL INC | 450.6K | $37.3M | −$4.23M | Cut−$4.17M |
| Baltimore-Washington Financial Advisors, Inc. | 428.7K | $35.5M | −$3.92M | Cut−$2.91M |
| ROYAL BANK OF CANADA | 419.9K | $34.8M | −$3.95M | Cut−$6.16M |
| PGIM Custom Harvest LLC | 365.3K | $30.3M | −$2.78M | Added$2.97M |
| WELLS FARGO & COMPANY/MN | 355.2K | $29.4M | −$3.34M | Cut−$3.32M |
| Circle Wealth Management, LLC | 294.6K | $24.4M | −$2.77M | Cut−$2.77M |
| MML INVESTORS SERVICES, LLC | 224.8K | $18.6M | −$2.12M | Cut−$4.78M |
| Private Advisor Group, LLC | 208.9K | $17.3M | −$1.68M | Added$829.9K |
| AMERIPRISE FINANCIAL INC | 199.4K | $16.5M | −$1.86M | Cut−$4.48M |
| BANK OF MONTREAL /CAN/ | 187.5K | $15.5M | −$1.57M | Added$156.9K |
| TWO SIGMA INVESTMENTS, LP | 186.9K | $15.5M | — | New |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 148.5K | $12.3M | −$1.4M | Cut−$1.62M |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 147.7K | $12.2M | −$1.39M | Cut−$1.42M |
| ARKANSAS FINANCIAL GROUP, INC. | 127.8K | $11M | −$752.9K | Cut−$287.2K |
| SAM Advisors, LLC | 115.9K | $9.6M | −$1.07M | Cut−$864.3K |
| UBS Group AG | 111.2K | $9.21M | −$1.05M | Cut−$1.17M |
| Beacon Pointe Advisors, LLC | 101.3K | $8.39M | −$758.7K | Added$956.3K |
| STIFEL FINANCIAL CORP | 97.3K | $8.06M | −$914.7K | Cut−$1.43M |
| Howard Capital Management Group, LLC | 94.1K | $7.8M | −$876.3K | Cut−$795.7K |
| UNIQUE WEALTH, LLC | 77.5K | $6.42M | −$562.9K | Added$903.3K |
| OSAIC HOLDINGS, INC. | 77.4K | $6.41M | −$604.5K | Added$484K |
| BANK OF NOVA SCOTIA | 72.6K | $6.01M | −$683.2K | Cut−$683.2K |
| SCOTIA CAPITAL INC. | 72.5K | $6M | −$674.6K | Cut−$619.5K |
| Federation des caisses Desjardins du Quebec | 67.1K | $5.56M | −$620.8K | Cut−$530.4K |
| Centerline Wealth Advisors, LLC | 66.3K | $5.49M | −$478K | Added$808K |
| TRUIST FINANCIAL CORP | 59.4K | $4.92M | −$558.7K | Cut−$1.15M |
| Independent Advisor Alliance | 56.8K | $4.7M | — | New |
| Concurrent Investment Advisors, LLC | 54.8K | $4.54M | −$459.7K | Added$29.3K |
| Cetera Investment Advisers | 51K | $4.23M | −$462.2K | Cut−$305.7K |
| BNP PARIBAS FINANCIAL MARKETS | 50K | $4.14M | — | New |
| Prostatis Group LLC | 48.4K | $4.01M | — | New |
| Bernard Wealth Management Corp. | 46.1K | $3.82M | −$433.9K | Cut−$444.1K |
| Merit Financial Group, LLC | 45K | $3.73M | −$302K | Added$765.3K |
| JONES FINANCIAL COMPANIES LLLP | 46.1K | $3.69M | −$499.8K | Cut−$108.5K |
| IHT Wealth Management, LLC | 42.4K | $3.52M | −$399.4K | Cut−$836.5K |
| Storen Legacy Partners, LLC | 41.9K | $3.47M | — | New |
| Wallace Hart LLC | 38.6K | $3.2M | — | New |
| COMMONWEALTH EQUITY SERVICES, LLC | 38.3K | $3.18M | −$360.8K | Cut−$420.4K |
| HighTower Advisors, LLC | 37.2K | $3.08M | −$349.7K | Cut−$1.43M |
| Mariner, LLC | 36.7K | $3.03M | −$245.7K | Added$672.4K |
| Diversified Enterprises, LLC | 31.2K | $2.59M | −$293.9K | Cut−$312.1K |
| Advisory Services Network, LLC | 30.3K | $2.51M | −$272.4K | Cut−$162.1K |
| GTS SECURITIES LLC | 29.6K | $2.45M | −$103.2K | Added$1.44M |
| FORTE ASSET MANAGEMENT LLC | 28.6K | $2.37M | — | New |
| Curi Capital, LLC | 26.6K | $2.2M | −$21.7K | Added$1.99M |
| Fifth Third Securities, Inc. | 25K | $2.07M | −$234.2K | Cut−$223.9K |
| NATIONAL BANK OF CANADA /FI/ | 24.4K | $2.02M | −$226.5K | Cut−$194.6K |
| Steward Partners Investment Advisory, LLC | 23.5K | $1.95M | −$38.5K | Added$1.57M |
| CAPTRUST FINANCIAL ADVISORS | 23.3K | $1.93M | −$219.7K | Cut−$13.7M |
| Creative Planning | 23.1K | $1.91M | −$214.8K | Cut−$196.2K |
| Focus Financial Network, Inc. | 22.2K | $1.84M | −$208.6K | Cut−$242.3K |
| PATTEN & PATTEN INC/TN | 21.2K | $1.76M | −$199.7K | Cut−$199.7K |
| Koshinski Asset Management, Inc. | 20.8K | $1.73M | −$191.3K | Cut−$150.2K |
| FIFTH THIRD BANCORP | 19.9K | $1.65M | — | New |
| Geneos Wealth Management Inc. | 19.8K | $1.64M | −$186.3K | Cut−$186.3K |
| Kestra Advisory Services, LLC | 19.5K | $1.62M | −$161.3K | Added$35.7K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 19K | $1.58M | −$156.4K | Added$42.4K |
| STEPHENS INC /AR/ | 18.3K | $1.51M | −$171.8K | Cut−$171.8K |
| Equitable Holdings, Inc. | 16.2K | $1.49M | −$215 | Added$23.3K |
| AMG National Trust Bank | 18K | $1.49M | −$86.6K | Added$639.7K |
| Tower Research Capital LLC (TRC) | 17.5K | $1.45M | −$13.9K | Added$1.32M |
| Fidelity | 16.6K | $1.38M | −$151.6K | Cut−$109.2K |
| Caliber Wealth Management, LLC / KS | 16.3K | $1.35M | −$153.3K | Cut−$153.3K |
| Cyndeo Wealth Partners, LLC | 16.1K | $1.34M | −$120.1K | Added$158.7K |
| Focus Partners Advisor Solutions, LLC | 15.8K | $1.3M | −$148.2K | Cut−$167.6K |
| OMNI 360 Wealth, Inc. | 14.8K | $1.23M | −$130.8K | Cut−$155.7K |
| CWM, LLC | 14.1K | $1.17M | $1.17M | Added$1.17M |
| &PARTNERS | 14K | $1.16M | −$129.3K | Cut−$94.5K |
| BROWN ADVISORY INC | 13.1K | $1.09M | −$123.3K | Cut−$123.3K |
| COTTONWOOD CAPITAL ADVISORS, LLC | 12.8K | $1.06M | −$120.9K | Cut−$124.7K |
| GARRISON POINT ADVISORS, LLC | 12.7K | $1.05M | −$119.7K | Cut−$119.7K |
| Mine & Arao Wealth Creation & Management, LLC. | 12K | $997.9K | −$113K | Cut−$110.4K |
| US BANCORP \DE\ | 11.3K | $935.2K | −$103.8K | Cut−$82.7K |
| Sequent Planning LLC | 11.1K | $918K | −$92K | Added$16.1K |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 11K | $912.6K | −$103.9K | Cut−$103.9K |
| OPPENHEIMER & CO INC | 10.7K | $888.2K | −$88.7K | Added$18.2K |
| Savant Capital, LLC | 10.7K | $885.6K | −$94.8K | Cut−$44K |
| Sanctuary Advisors, LLC | 10.6K | $874.7K | −$78.4K | Added$106.2K |
| Sequoia Financial Advisors, LLC | 10.5K | $872.4K | −$83.7K | Added$51.5K |
| Baird Financial Group, Inc. | 10.5K | $870.2K | −$89.6K | Cut−$8.26K |
| Prospera Financial Services Inc | 10.4K | $864K | −$98.1K | Cut−$109.7K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 9.79K | $811.1K | −$92.1K | Cut−$2.13M |
| Mosley Wealth Management | 8.63K | $773.7K | $9.58K | Added$9.67K |
| Cresset Asset Management, LLC | 9.13K | $756.7K | −$86K | Cut−$87.1K |
| WBH ADVISORY INC | 9.06K | $751.2K | −$84.5K | Cut−$85.5K |
| Quotient Wealth Partners, LLC | 8.34K | $690.6K | −$23.4K | Added$461.2K |
| MERCER GLOBAL ADVISORS INC /ADV | 8.27K | $684.9K | −$77.6K | Cut−$75.3K |
| Cordatus Wealth Management LLC | 8.26K | $683.9K | −$77.7K | Cut−$77.7K |
| Quadrant Private Wealth Management, LLC | 7.46K | $617.7K | −$69.2K | Cut−$60.9K |
| Focus Partners Wealth | 7.38K | $611.6K | −$59.7K | Added$26.4K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 7.15K | $594.7K | −$88.9K | Cut−$465.7K |
| Quantinno Capital Management LP | 7.16K | $592.7K | −$58.4K | Added$20.5K |
| Harbor Asset Planning, Inc. | 7.05K | $584.2K | −$66.2K | Cut−$64.9K |
| Cerity Partners LLC | 6.96K | $576.2K | −$65.4K | Cut−$64.6K |
| Lakeshore Capital Group, Inc. | 6.91K | $572K | −$64.9K | Cut−$71.5K |
| Financial Partners Group, Inc | 6.86K | $568K | −$51K | Cut−$58.8K |
| Castle Rock Wealth Management, LLC | 6.59K | $548.3K | −$47.2K | Cut−$54.3K |
| BURKE & HERBERT BANK & TRUST CO | 6.23K | $516.2K | −$58.6K | Cut−$58.6K |
| Investmark Advisory Group LLC | 6.22K | $515.3K | −$58.4K | Cut−$56.7K |
| TRUE Private Wealth Advisors | 6.21K | $514.2K | −$58.4K | Cut−$58.4K |
| StoneX Group Inc. | 6.13K | $508.1K | −$57.7K | Cut−$113.9K |
| Objective Capital Management, LLC | 5.87K | $485.8K | −$55.1K | Cut−$55K |
| New Insight Wealth Advisors | 5.83K | $483.3K | −$54.9K | Cut−$58.5K |
| Rockefeller Capital Management L.P. | 5.35K | $443.3K | −$50.4K | Cut−$346.3K |
| NORTHERN TRUST CORP | 5.33K | $441.2K | −$48.1K | Cut−$30.7K |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 5.12K | $424.3K | −$48.2K | Cut−$106.8K |
| Forvis Mazars Wealth Advisors, LLC | 4.95K | $409.6K | −$46.5K | Cut−$87.5K |
| Waverly Advisors, LLC | 4.9K | $406.2K | −$46.1K | Cut−$47.3K |
| TRITONPOINT WEALTH, LLC | 4.87K | $403.8K | −$45.9K | Cut−$52K |
| Horizon Family Wealth, Inc. | 4.87K | $403K | −$44.4K | Cut−$31.8K |
| EARNED WEALTH ADVISORS, LLC | 4.81K | $398.5K | −$45.3K | Cut−$75K |
| PUREfi Wealth, LLC | 4.8K | $397.5K | — | New |
| D.A. DAVIDSON & CO. | 4.79K | $396.5K | −$43.3K | Cut−$27.7K |
| Avidian Wealth Enterprises, LLC | 4.66K | $385.8K | −$43.8K | Cut−$43.8K |
| KKM Financial LLC | 4.15K | $383.1K | $0 | Held |
| Register Financial Advisors LLC | 4.58K | $379.5K | −$43K | Cut−$42.1K |
| Point72 Asset Management, L.P. | 4.58K | $379.4K | — | New |
| AdvisorNet Financial, Inc | 4.44K | $368.1K | −$41.8K | Cut−$44.7K |
| HARBOUR INVESTMENTS, INC. | 4.32K | $357.7K | −$14.9K | Added$212.2K |
| Fairvoy Private Wealth, LLC | 4.27K | $354.1K | −$31.2K | Added$48.4K |
| Summit Financial, LLC | 4.25K | $351.8K | — | New |
| Accredited Investors Inc. | 4.18K | $346.4K | — | New |
| Chicago Partners Investment Group LLC | 3.79K | $333.1K | −$6.26K | Added$16.2K |
| HBK Sorce Advisory LLC | 3.79K | $329.1K | −$20K | Cut−$21K |
| Traveka Wealth, LLC | 3.72K | $307.8K | — | New |
| WETZEL INVESTMENT ADVISORS, INC. | 3.69K | $305.4K | −$34.7K | Cut−$34.7K |
| COMMERCE BANK | 3.58K | $296.6K | −$33.7K | Cut−$33.7K |
| Valmark Advisers, Inc. | 3.5K | $289.5K | −$32.9K | Cut−$35.1K |
| TritonPoint Partners, LLC | 3.38K | $280.2K | — | New |
| Athena Investment Management | 3.35K | $277.1K | −$31.5K | Cut−$31.5K |
| Argos Wealth Advisors, LLC | 3.25K | $268.9K | −$30.5K | Cut−$30.5K |
| Interchange Capital Partners, LLC | 3.42K | $268.9K | −$40.6K | Cut−$4.65K |
| Lido Advisors, LLC | 3.22K | $266.5K | −$22.2K | Cut−$32.9K |
| Sensible Money, LLC | 3.21K | $266.2K | −$30.2K | Cut−$30.2K |
| Asset Dedication, LLC | 3.21K | $266.2K | −$30.2K | Cut−$30.2K |
| Wealth Forward, LLC | 3.17K | $262.2K | −$29.8K | Cut−$29.8K |
| XTX Topco Ltd | 3.05K | $252.4K | — | New |
| SIGNET FINANCIAL MANAGEMENT, LLC | 3K | $248.5K | −$28.2K | Cut−$28.3K |
| CONSOLIDATED CAPITAL MANAGEMENT, LLC | 2.95K | $244.1K | −$27.7K | Cut−$337.1K |
| Fiduciary Alliance LLC | 2.77K | $243.2K | −$11.9K | Cut−$22.1K |
| Black Diamond Financial, LLC | 2.93K | $242.8K | −$27.6K | Cut−$27.6K |
| Sigma Planning Corp | 2.93K | $242.6K | −$27.6K | Cut−$45.4K |
| Union Bancaire Privee, UBP SA | 3K | $242.5K | −$36.4K | Cut−$36.4K |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2.9K | $240.4K | −$27.1K | Cut−$29.6K |
| Capital Investment Advisors, LLC | 2.88K | $238.7K | −$27.1K | Cut−$27.1K |
| YARGER WEALTH STRATEGIES, LLC | 2.86K | $236.9K | −$26.9K | Cut−$26.9K |
| Clearstead Advisors, LLC | 2.85K | $236K | −$26.8K | Cut−$26.8K |
| Mutual Advisors, LLC | 2.8K | $231.9K | −$26.3K | Cut−$26.3K |
| Pointe Capital Management LLC | 2.79K | $230.8K | −$26.2K | Cut−$26.2K |
| AlphaCore Capital LLC | 2.78K | $230K | −$26.1K | Cut−$26K |
| Sowell Financial Services LLC | 2.73K | $225.9K | −$25.7K | Cut−$39.3K |
| Apollon Wealth Management, LLC | 2.58K | $213.8K | −$24.3K | Cut−$38.2K |
| Moors & Cabot, Inc. | 2.54K | $210.7K | −$22.6K | Cut−$11.1K |
| Swisher Financial Concepts, Inc. | 2.54K | $210.2K | −$23.9K | Cut−$38.3K |
| Charter Oak Capital Management, LLC | 2.52K | $209K | −$23.7K | Cut−$156.6K |
| Pinnacle Financial Partners, Inc. | 2.52K | $208.5K | — | New |
| U.S. Capital Wealth Advisors, LLC | 2.45K | $202.8K | −$23K | Cut−$23K |
| Prime Capital Investment Advisors, LLC | 2.42K | $200.2K | −$22.8K | Cut−$123.3K |
| ASHTON THOMAS SECURITIES, LLC | 2.36K | $195.7K | — | New |
| MAI Capital Management | 2.33K | $193.4K | −$22K | Cut−$21.6K |
| PNC Financial Services Group, Inc. | 2.33K | $193.3K | −$22K | Cut−$46.3K |
| Bravera Wealth | 2.33K | $192.6K | −$21.9K | Cut−$21.9K |
| Founders Financial Alliance, LLC | 2.29K | $189.9K | −$5.68K | Added$134.4K |
| BLAIR WILLIAM & CO/IL | 2.28K | $189K | −$21.5K | Cut−$21.5K |
| Aptus Capital Advisors, LLC | 2.26K | $186.9K | −$21.2K | Cut−$22.6K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 2.12K | $175.2K | −$16.5K | Added$13.2K |
| NewEdge Advisors, LLC | 8.88K | $167.2K | −$652.2K | Cut−$4.2M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 2.01K | $166.8K | −$10.3K | Added$65.5K |
| Arax Advisory Partners | 1.83K | $151.6K | −$10.4K | Added$49.5K |
| NBC SECURITIES, INC. | 1.83K | $151.4K | −$17.2K | Cut−$32.2K |
| ROTHSCHILD INVESTMENT LLC | 1.78K | $147.1K | −$16.7K | Cut−$16.6K |
| Allworth Financial LP | 1.74K | $144.3K | −$16.4K | Cut−$16.8K |
| Sunbelt Securities, Inc. | 1.56K | $129.5K | −$14.7K | Cut−$14.7K |
| GAMMA Investing LLC | 1.53K | $126.8K | −$13.6K | Cut−$6.57K |
| GUARDIAN WEALTH ADVISORS, LLC / NC | 1.5K | $124.3K | — | New |
| Cypress Capital Management LLC (WY) | 1.38K | $114.2K | −$13K | Cut−$13.4K |
| Burk Holdings LLC | 1.23K | $102.1K | — | New |
| Financial Freedom, LLC | 1.15K | $94.8K | −$10.8K | Cut−$10.7K |
| Allspring Global Investments Holdings, LLC | 1.05K | $87.1K | −$13K | Cut−$13K |
| Root Financial Partners, LLC | 1.03K | $85.3K | −$9.71K | Cut−$10.7K |
| Millstone Evans Group, LLC | 1.01K | $84K | −$9.54K | Cut−$9.54K |
| Y.D. More Investments Ltd | 1K | $80.5K | −$7.65K | Added$20.5K |
| Rosenberg Matthew Hamilton | 900 | $74.6K | −$8.47K | Cut−$8.47K |
| CITIGROUP INC | 850 | $70.4K | −$8K | Cut−$2.85M |
| CENTRAL TRUST Co | 720 | $59.7K | −$6.72K | Cut−$6.56K |
| Tidemark, LLC | 717 | $59.4K | −$6.75K | Cut−$6.75K |
| TD PRIVATE CLIENT WEALTH LLC | 685 | $56.7K | −$6.21K | Cut−$4.14K |
| Comprehensive Financial Planning, Inc./PA | 650 | $53.9K | −$6.09K | Cut−$5.93K |
| Parallel Advisors, LLC | 626 | $51.9K | −$5.85K | Cut−$5.77K |
| AE Wealth Management LLC | 609 | $50.4K | −$5.78K | Cut−$24.2K |
| 3Chopt Investment Partners, LLC | 580 | $48K | −$5.46K | Cut−$5.46K |
| Smartleaf Asset Management LLC | 583 | $47.1K | −$7.07K | Cut−$8.09K |
| High Point Wealth Management, LLC | 543 | $45K | −$5.11K | Cut−$4.95K |
| MATHER GROUP, LLC. | 543 | $45K | — | New |
| Physician Wealth Advisors, Inc. | 531 | $44K | −$5.01K | Cut−$4.92K |
| Western Wealth Management, LLC | 525 | $43.5K | — | New |
| Ashton Thomas Private Wealth, LLC | 497 | $41.2K | — | New |
| SALEM INVESTMENT COUNSELORS INC | 450 | $37.3K | — | New |
| SOA Wealth Advisors, LLC. | 343 | $28.4K | −$3.2K | Cut−$3.12K |
| Fairscale Capital, LLC | 342 | $28.3K | −$3.22K | Cut−$3.22K |
| Frazier Financial Advisors, LLC | 339 | $28.1K | −$3.19K | Cut−$3.19K |
| Annis Gardner Whiting Capital Advisors, LLC | 306 | $25.4K | −$2.88K | Cut−$2.88K |
| Roxbury Financial LLC | 303 | $25.1K | −$2.84K | Cut−$2.76K |
| Strategic Wealth Partners, Ltd. | 300 | $24.9K | −$2.82K | Cut−$2.82K |
| Triumph Capital Management | 288 | $23.9K | −$2.71K | Cut−$2.71K |
| Golden State Equity Partners | 287 | $23.8K | — | New |
| Johnson Financial Group, Inc. | 273 | $22.6K | −$2.57K | Cut−$2.57K |
| Newbridge Financial Services Group, Inc. | 253 | $20.9K | −$2.38K | Cut−$2.3K |
| Hilton Head Capital Partners, LLC | 249 | $20.6K | −$2.34K | Cut−$2.34K |
| Ancora Advisors LLC | 240 | $19.9K | −$2.26K | Cut−$2.26K |
| Capital Advisor Network LLC | 221 | $18.3K | — | Held |
| Synergy Investment Management, LLC | 219 | $18.1K | — | New |
| Glen Eagle Advisors, LLC | 216 | $17.9K | −$2.03K | Cut−$2.03K |
| Janney Montgomery Scott LLC | 198.1K | $16.4K | −$1.86K | Cut−$2.44K |
| Mascoma Wealth Management LLC | 189 | $15.7K | −$1.78K | Cut−$1.78K |
| Farther Finance Advisors, LLC | 183 | $15.2K | −$1.71K | Cut−$13.9K |
| Keating Financial Advisory Services, Inc. | 174 | $14.4K | −$1.4K | Added$669 |
| Wealth Preservation Advisors, LLC | 165 | $13.7K | −$1.55K | Cut−$1.55K |
| Medallion Wealth Advisors, LLC | 165 | $13.7K | −$1.55K | Cut−$1.55K |
| Monetary Solutions, Ltd | 162 | $13.4K | −$1.53K | Cut−$1.52K |
| Indiana Trust & Investment Management Co | 158 | $13.1K | −$1.49K | Cut−$1.49K |
| EVERMAY WEALTH MANAGEMENT LLC | 153 | $12.7K | — | New |
| Front Row Advisors LLC | 150 | $12.4K | −$1.41K | Cut−$1.41K |
| Moisand Fitzgerald Tamayo, LLC | 147 | $12.2K | −$1.38K | Cut−$1.38K |
| KERR FINANCIAL PLANNING Corp | 121 | $10.6K | — | New |
| QUADRANT CAPITAL GROUP LLC | 126 | $10.4K | −$1.19K | Cut−$1.19K |
| Capital Investment Advisory Services, LLC | 125 | $10.4K | — | New |
| Russell Investments Group, Ltd. | 120 | $9.94K | — | New |
| BlackRock, Inc. | 114 | $9.44K | −$1.07K | Cut−$1.07K |
| Colonial Trust Co / SC | 105 | $8.49K | −$1.27K | Cut−$1.27K |
| Golden State Wealth Management, LLC | 99 | $8.2K | −$932 | Cut−$932 |
| Sound Income Strategies, LLC | 98 | $8.13K | −$935 | Cut−$3.89K |
| Spire Wealth Management | 98 | $8.12K | −$923 | Cut−$923 |
| Gen-Wealth Partners Inc | 81 | $6.71K | −$762 | Cut−$762 |
| LOWE BROCKENBROUGH & CO INC | 69 | $5.72K | −$649 | Cut−$649 |
| Financial Life Planners | 61 | $5.04K | — | New |
| Washington Trust Advisors, Inc. | 49 | $4.06K | −$461 | Cut−$461 |
| THOMPSON INVESTMENT MANAGEMENT, INC. | 28 | $2.33K | — | New |
| ASSETMARK, INC | 23 | $1.91K | −$217 | Cut−$217 |