| Steele Capital Management, Inc. | 670.2K | $62.4M | −$817.4K | Cut−$808.7K |
| Equitable Holdings, Inc. | 619.1K | $58.4M | −$0 | Added$826K |
| BANK OF AMERICA CORP /DE/ | 621.2K | $57.9M | −$757.8K | Cut−$22.8M |
| RAYMOND JAMES FINANCIAL INC | 461.4K | $43M | −$487.9K | Added$5.24M |
| UBS Group AG | 436.8K | $40.7M | −$532.9K | Cut−$9.97M |
| LPL Financial LLC | 428.3K | $39.9M | −$481.1K | Added$2.68M |
| MORGAN STANLEY | 352K | $32.8M | −$429.3K | Cut−$1.22M |
| JPMORGAN CHASE & CO | 323.8K | $29.6M | −$844.4K | Added$3.1M |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 238.6K | $22.2M | −$291.1K | Cut−$1.03M |
| AlphaCore Capital LLC | 234.1K | $21.8M | −$285.6K | Cut−$837K |
| ROYAL BANK OF CANADA | 217.8K | $20.3M | −$262K | Cut−$10K |
| WELLS FARGO & COMPANY/MN | 213.5K | $19.9M | −$246.6K | Added$816.5K |
| Cetera Investment Advisers | 197K | $18.4M | −$224.2K | Added$1M |
| Northwest Wealth Advisors, LLC | 154.5K | $14.4M | −$159.2K | Added$2.07M |
| Lauer Wealth, LLC | 143.9K | $13.8M | −$59.6K | Added$132K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 138K | $12.9M | −$288.7K | Added$1.6M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 129.3K | $12M | −$157.8K | Cut−$11.7M |
| AMERIPRISE FINANCIAL INC | 125.4K | $11.7M | −$138.8K | Added$579.8K |
| Systelligence, LLC | 122.2K | $11.4M | — | New |
| Corient Private Wealth LLC | 117.8K | $11M | −$142.6K | Cut−$63.1K |
| COMMONWEALTH EQUITY SERVICES, LLC | 112.4K | $10.5M | −$137.2K | Cut−$288.3K |
| OSAIC HOLDINGS, INC. | 110.5K | $10.3M | −$113.4K | Added$1.65M |
| BARRETT & COMPANY, INC. | 93.6K | $8.72M | −$114.2K | Cut−$212.7K |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | 87.6K | $8.16M | −$106.9K | Cut−$116.5K |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | 83.9K | $7.81M | −$40.1K | Added$4.71M |
| Tandem Financial, LLC | 80.8K | $7.53M | — | New |
| NorthStar Asset Management LLC /NJ/ | 73.2K | $6.82M | −$85.8K | Added$186.2K |
| ENVESTNET ASSET MANAGEMENT INC | 60.5K | $5.63M | −$73K | Cut−$13.9K |
| MML INVESTORS SERVICES, LLC | 58.9K | $5.48M | −$71.9K | Cut−$153.6K |
| AssuredPartners Investment Advisors, LLC | 56.1K | $5.27M | — | New |
| Sheridan Capital Management, LLC | 55.6K | $5.18M | −$65.7K | Added$98.9K |
| Kingsview Wealth Management, LLC | 55.3K | $5.15M | −$8.05K | Added$4.53M |
| Sigma Planning Corp | 53.1K | $4.95M | — | New |
| Apex Wealth Management, LLC | 51.2K | $4.77M | — | New |
| Sanctuary Advisors, LLC | 44.8K | $4.17M | −$53.8K | Added$16.8K |
| MATHER GROUP, LLC. | 37.9K | $3.53M | −$46.2K | Cut−$46.2K |
| Mariner, LLC | 37.5K | $3.49M | −$45.7K | Cut−$63K |
| Strategic Blueprint, LLC | 35.9K | $3.35M | −$41K | Added$170.6K |
| JIM SAULNIER & ASSOCIATES, LLC | 35.2K | $3.28M | −$43K | Cut−$101.7K |
| Madison Wealth Partners, Inc | 35.1K | $3.27M | −$42.3K | Cut−$11K |
| Prime Capital Investment Advisors, LLC | 32.4K | $3.02M | −$34.8K | Added$330.3K |
| ASHTON THOMAS SECURITIES, LLC | 28.2K | $2.63M | — | New |
| Baird Financial Group, Inc. | 24.4K | $2.27M | −$29.8K | Cut−$178.9K |
| OneDigital Investment Advisors LLC | 22.2K | $2.07M | −$17.3K | Added$732.9K |
| CWM, LLC | 22K | $2.04M | $2.04M | Added$2.04M |
| Asset One Wealth Management LLC | 20.7K | $2.01M | $3.41K | Added$3.42K |
| Savant Capital, LLC | 21.4K | $1.99M | −$26.1K | Cut−$161.6K |
| Van Diest Capital, LLC | 21K | $1.96M | −$6.28K | Added$1.47M |
| GOLDMAN SACHS GROUP INC | 20.8K | $1.93M | −$25.3K | Cut−$5.84M |
| FLAGSHIP HARBOR ADVISORS, LLC | 18.6K | $1.73M | −$22.8K | Cut−$34.2K |
| Rockefeller Capital Management L.P. | 18K | $1.67M | −$21.9K | Cut−$17.5K |
| GenWealth Group, Inc. | 17.5K | $1.63M | −$48.9K | Cut−$51.7K |
| Asempa Wealth Advisors | 17.4K | $1.63M | −$17.7K | Cut−$60.2K |
| Caliber Wealth Management, LLC / KS | 15.9K | $1.48M | −$19.4K | Cut−$19.4K |
| TRUIST FINANCIAL CORP | 15.7K | $1.46M | −$19.1K | Cut−$111.3K |
| Brand Asset Management Group, Inc. | 15K | $1.39M | −$18.2K | Cut−$23.5K |
| MERCER GLOBAL ADVISORS INC /ADV | 14K | $1.31M | −$17.1K | Cut−$102.6K |
| Ellis Investment Partners, LLC | 13.8K | $1.29M | −$16.8K | Cut−$37.1K |
| Horst & Graben Wealth Management LLC | 12.9K | $1.26M | $39K | Added$127.1K |
| FIFTH THIRD BANCORP | 12.9K | $1.2M | — | New |
| Verum Partners LLC | 12.4K | $1.15M | −$15.1K | Cut−$15.1K |
| OPPENHEIMER & CO INC | 12.3K | $1.14M | — | New |
| CITIGROUP INC | 12.2K | $1.14M | −$14.3K | Added$33.3K |
| Stratos Wealth Partners, LTD. | 12.2K | $1.14M | −$11K | Added$287.7K |
| Ipsen Advisor Group LLC | 11.6K | $1.08M | −$14.1K | Cut−$74.6K |
| Fidelity | 11.4K | $1.06M | −$12.5K | Added$96.7K |
| SAXON INTERESTS, INC. | 11.3K | $1.05M | −$13.8K | Cut−$13.8K |
| Waverly Advisors, LLC | 11.1K | $1.03M | −$13.5K | Cut−$13.5K |
| HB Wealth Management, LLC | 10.7K | $994.2K | −$13K | Cut−$13K |
| Citadel | 10.5K | $974.1K | — | New |
| Detalus Advisors, LLC | 10.4K | $966.1K | −$12.6K | Cut−$8.97K |
| Orion Porfolio Solutions, LLC | 10K | $933.9K | −$12.2K | Cut−$1.63M |
| Lido Advisors, LLC | 9.97K | $928.6K | $30.9K | Added$36.6K |
| ANB BANK | 9.76K | $909K | −$11.9K | Cut−$19.2K |
| Key Financial Inc | 9.48K | $883.2K | −$11.2K | Added$14.4K |
| Shared Vision Wealth Group LLC | 9.1K | $847.9K | −$29.2K | Cut−$25.6K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 8.9K | $829.4K | −$10.9K | Cut−$10.7K |
| Proactive Wealth Strategies LLC | 8.84K | $823.8K | −$5.29K | Added$408.1K |
| JONES FINANCIAL COMPANIES LLLP | 9.01K | $822.6K | −$22.7K | Added$111.9K |
| Chesley Taft & Associates LLC | 8.74K | $814.2K | −$10.7K | Cut−$10.7K |
| Cedar Point Capital Partners, LLC | 8.09K | $753.1K | −$9.74K | Cut−$709 |
| Perennial Investment Advisors, LLC | 7.26K | $676.5K | −$7.37K | Added$102.7K |
| Key Capital Management, INC | 7.16K | $667K | −$8.65K | Cut−$6.14K |
| One Wealth Advisors, LLC | 7.14K | $665.4K | −$8.48K | Added$9.78K |
| Kestra Advisory Services, LLC | 7.13K | $664.5K | −$5.43K | Added$247.3K |
| Ullmann Wealth Partners Group, LLC | 7.03K | $654.8K | $9K | Added$9K |
| STIFEL FINANCIAL CORP | 6.82K | $634.8K | −$8.31K | Cut−$32.8K |
| &PARTNERS | 6.62K | $616.2K | — | New |
| Financial Engines Advisors L.L.C. | 6.23K | $580K | −$7.6K | Cut−$63.5K |
| Quadrant Private Wealth Management, LLC | 6.07K | $565.1K | −$6.73K | Added$44.6K |
| Gotham Asset Management, LLC | 5.96K | $554.9K | −$7.27K | Cut−$7.27K |
| Kelly Financial Services LLC | 5.79K | $539.1K | −$6.26K | Added$51.6K |
| Security Financial Services, INC. | 5.61K | $522.2K | −$3.64K | Added$240.5K |
| FLAGSTAR ADVISORS INC | 5.54K | $515.6K | −$6.52K | Added$8.57K |
| KICKSTAND VENTURES, LLC. | 5.51K | $513K | −$4.83K | Added$139.8K |
| HighTower Advisors, LLC | 5.47K | $509.2K | −$6.59K | Cut−$44.1K |
| Steward Partners Investment Advisory, LLC | 5.37K | $500.3K | −$6.55K | Cut−$14.4K |
| Pearl Planning LLC | 5.28K | $491.7K | −$6.44K | Cut−$6.44K |
| Focus Partners Wealth | 4.28K | $486.4K | $85.1K | Cut−$100K |
| FIRST MANHATTAN CO. LLC. | 5K | $465.7K | −$6.1K | Cut−$6.1K |
| Merit Financial Group, LLC | 4.91K | $457.2K | −$5.95K | Cut−$303.9K |
| Summit Asset Management, LLC | 4.89K | $455.5K | −$5.97K | Cut−$5.96K |
| WEALTH ALLIANCE, LLC | 4.86K | $452.8K | −$5.89K | Cut−$2.82K |
| Arkadios Wealth Advisors | 4.8K | $447K | — | New |
| Nvest Financial, LLC | 4.63K | $431.1K | −$5.65K | Cut−$5.65K |
| Gilliland Jeter Wealth Management LLC | 4.61K | $429.3K | — | New |
| Towerpoint Wealth, LLC | 4.54K | $422.5K | −$5.54K | Cut−$90.6K |
| EWA, LLC | 4.36K | $405.6K | −$4.94K | Added$24.1K |
| RCW Management, LLC | 4.26K | $396.9K | −$5.2K | Cut−$5.2K |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 4.16K | $387.8K | — | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 4.05K | $377.4K | −$4.94K | Cut−$14.9K |
| Legacy Wealth Partners, LLC | 3.98K | $370.7K | −$4.86K | Cut−$4.86K |
| Creative Planning | 3.97K | $369.8K | −$4.84K | Cut−$35.9K |
| MGO ONE SEVEN LLC | 3.83K | $357.2K | −$2.61K | Added$156.4K |
| Willis Johnson & Associates, Inc. | 3.8K | $353.9K | −$4.64K | Cut−$4.64K |
| WealthBridge Capital Management, LLC | 3.68K | $342.8K | −$4.49K | Cut−$4.49K |
| Chicago Partners Investment Group LLC | 3.45K | $336.9K | $5.93K | Cut−$14.5K |
| Capital Investment Advisors, LLC | 3.58K | $333.6K | −$4.31K | Added$347 |
| Carrera Capital Advisors | 3.37K | $314.1K | −$4.1K | Cut−$2.89K |
| ONE Advisory Partners, LLC | 3.31K | $308K | −$3.74K | Added$18.4K |
| TME FINANCIAL, INC. | 3.25K | $302.9K | −$4K | Cut−$2.79K |
| Pinnacle Financial Partners, Inc. | 3.23K | $300.5K | −$3.98K | Cut−$2.77K |
| MEANS INVESTMENT CO., INC. | 3.22K | $300.2K | −$3.98K | Cut−$2.77K |
| Courage Miller Partners, LLC | 3.21K | $299.4K | −$3.92K | Cut−$3.92K |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | 3.2K | $298K | −$3.9K | Cut−$3.9K |
| Gateway Wealth Partners, LLC | 3.15K | $293.2K | — | New |
| Mayflower Financial Advisors, LLC | 3.08K | $286.5K | −$3.75K | Cut−$13K |
| Icahn Capital | 3.04K | $283.3K | — | New |
| U.S. Capital Wealth Advisors, LLC | 3.04K | $282.7K | — | New |
| Simplicity Wealth,LLC | 3.01K | $280.6K | — | New |
| Beacon Pointe Advisors, LLC | 2.94K | $273.5K | — | New |
| Ascent Group, LLC | 2.92K | $272K | — | New |
| HARBOR INVESTMENT ADVISORY, LLC | 2.9K | $270.1K | −$3.54K | Cut−$17.7K |
| CFS Investment Advisory Services, LLC | 2.75K | $270K | $8.89K | Added$40.3K |
| Independent Wealth Advisors LLC | 2.65K | $246.7K | −$3.18K | Cut−$2.72K |
| Triad Wealth Partners, LLC | 2.62K | $244.1K | — | New |
| Destination Wealth Management | 2.61K | $242.9K | −$3.18K | Cut−$3.18K |
| NWAM LLC | 2.52K | $234.4K | — | New |
| TSA Wealth Managment LLC | 2.51K | $233.9K | −$3.06K | Cut−$10K |
| Perigon Wealth Management, LLC | 2.48K | $231.4K | — | New |
| JANE STREET GROUP, LLC | 2.42K | $225.8K | — | New |
| Avid Wealth Partners LLC | 2.39K | $222.6K | — | New |
| SMI Advisory Services, LLC | 2.36K | $221.9K | −$5.85K | Cut−$5.85K |
| Cerity Partners LLC | 2.34K | $217.5K | — | New |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 2.22K | $217.2K | — | New |
| SILVERLAKE WEALTH MANAGEMENT LLC | 2.24K | $208.4K | — | New |
| Accelerate Investment Advisors LLC | 2.21K | $206K | −$2.65K | Added$1.26K |
| TWIN PEAKS WEALTH ADVISORS, LLC | 2.19K | $204.2K | — | New |
| B. Riley Wealth Advisors, Inc. | 2.22K | $203.1K | −$6.67K | Cut−$35K |
| Geneos Wealth Management Inc. | 1.92K | $178.6K | −$2.34K | Cut−$2.34K |
| LRI Investments, LLC | 1.87K | $173.8K | −$2.28K | Cut−$2.28K |
| Arax Advisory Partners | 1.34K | $124.6K | −$1.68K | Cut−$1.22K |
| Aspect Partners, LLC | 1.27K | $118.6K | −$1.55K | Cut−$1.55K |
| Advisory Services Network, LLC | 1.17K | $109.1K | — | New |
| US BANCORP \DE\ | 1.03K | $96.1K | −$1.26K | Cut−$1.26K |
| PlanVest Financial, Inc | 1.03K | $95.9K | — | Held |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 950 | $88.5K | −$1.17K | Added$230 |
| ASSETMARK, INC | 944 | $87.9K | −$1.15K | Cut−$120K |
| IFP Advisors, Inc | 860 | $80.1K | −$455 | Added$44.9K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 829 | $77.2K | — | New |
| Caitlin John, LLC | 798 | $74.3K | −$973 | Cut−$973 |
| Mascoma Wealth Management LLC | 788 | $73.4K | −$962 | Cut−$962 |
| Farther Finance Advisors, LLC | 720 | $67.2K | −$731 | Cut−$731 |
| Capital Investment Advisory Services, LLC | 695 | $64.7K | −$848 | Cut−$848 |
| City State Bank | 668 | $62.2K | −$814 | Cut−$814 |
| Matrix Trust Co | 666.4K | $62.1K | −$814 | Cut−$813 |
| Silicon Valley Capital Partners | 569 | $53K | −$766 | Cut−$487 |
| Parallel Advisors, LLC | 516 | $48.1K | −$630 | Cut−$630 |
| AE Wealth Management LLC | 495 | $46.1K | — | New |
| ST GERMAIN D J CO INC | 478 | $44.5K | −$583 | Cut−$583 |
| Sound Income Strategies, LLC | 432 | $40.4K | −$970 | Added$8K |
| Aptus Capital Advisors, LLC | 380 | $35.4K | −$460 | Cut−$181 |
| PNC Financial Services Group, Inc. | 306 | $28.5K | −$103 | Added$19.3K |
| Salomon & Ludwin, LLC | 227 | $21.2K | −$430 | Cut−$430 |
| Ashton Thomas Private Wealth, LLC | 209 | $19.5K | — | New |
| BANK OF MONTREAL /CAN/ | 208 | $19.4K | −$254 | Cut−$254 |
| Godfrey Financial Associates, Inc. | 156 | $14.5K | −$190 | Cut−$190 |
| SALEM INVESTMENT COUNSELORS INC | 129 | $12K | — | New |
| CoreCap Advisors, LLC | 100 | $9.31K | −$122 | Cut−$122 |
| EverSource Wealth Advisors, LLC | 93 | $8.66K | −$114 | Cut−$397 |
| Cambridge Investment Research Advisors, Inc. | 92.5K | $8.61K | −$113 | Cut−$320 |
| Caldwell Trust Co | 80 | $7.45K | −$98 | Cut−$98 |
| Russell Investments Group, Ltd. | 65 | $6.1K | −$56 | Cut−$56 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 57 | $5.31K | −$37 | Added$2.48K |
| Janney Montgomery Scott LLC | 54.2K | $5.05K | −$66 | Cut−$1.91K |
| Gladwyn Financial Advisors, Inc. | 44 | $4.07K | −$132 | Cut−$227 |
| N.E.W. Advisory Services LLC | 9 | $838 | −$11 | Cut−$11 |
| PARK AVENUE SECURITIES LLC | 2.6K | $243 | −$2 | Added$20 |
| Capital Analysts, LLC | 2.41K | $225 | — | New |
| Navigoe, LLC | 1.41K | $130 | −$2 | Cut−$2 |
| HAZLETT, BURT & WATSON, INC. | 30 | $3 | $0 | Held |