| HighTower Advisors, LLC | 500.2K | $54.9M | −$256.4K | Added$2.56M |
| STIFEL FINANCIAL CORP | 446.7K | $49M | −$234.1K | Added$1.95M |
| Bank of New York Mellon Corp | 312.6K | $34.3M | −$135.4K | Added$6.65M |
| RAYMOND JAMES FINANCIAL INC | 295.9K | $32.5M | −$157.4K | Added$322.4K |
| TRB Wealth Management, LLC | 133.7K | $14.7M | — | Held |
| Mill Creek Capital Advisors, LLC | 127.1K | $13.9M | −$66.7K | Added$326.8K |
| Asset Management One Co., Ltd. | 119.8K | $13.1M | −$55.9K | Added$1.72M |
| BAILARD, INC. | 113.1K | $12.4M | −$60.9K | Cut−$30.8K |
| UBS Group AG | 97.6K | $10.7M | −$47.5K | Added$1.01M |
| KEYBANK NATIONAL ASSOCIATION/OH | 95.1K | $10.4M | −$51K | Added$26.8K |
| ARVEST INVESTMENTS, INC. | 78.4K | $8.61M | −$42.4K | Cut−$1.24M |
| RKL Wealth Management LLC | 76.2K | $8.36M | −$41.2K | Cut−$528.9K |
| Great Diamond Partners, LLC | 71.4K | $7.84M | −$34.8K | Added$736.6K |
| MORGAN STANLEY | 68.4K | $7.5M | −$36.8K | Cut−$767.9K |
| BANK OF AMERICA CORP /DE/ | 65.7K | $7.21M | −$33K | Added$474K |
| AMERIPRISE FINANCIAL INC | 64.6K | $7.09M | −$34.9K | Cut−$254.4K |
| OSAIC HOLDINGS, INC. | 61.9K | $6.79M | −$20.3K | Added$2.73M |
| WELLS FARGO & COMPANY/MN | 54.8K | $6.01M | −$26K | Added$709.5K |
| SIGNET FINANCIAL MANAGEMENT, LLC | 52.7K | $5.78M | −$28.4K | Cut−$157.4K |
| Summit Financial, LLC | 52.2K | $5.73M | — | New |
| LPL Financial LLC | 49.6K | $5.44M | −$23.3K | Added$687.8K |
| PNC Financial Services Group, Inc. | 38.6K | $4.24M | −$14.7K | Added$1.24M |
| US BANCORP \DE\ | 38.1K | $4.18M | −$20.6K | Cut−$84.4K |
| Fluent Financial, LLC | 36.3K | $3.99M | −$14.3K | Cut−$243.2K |
| Jaffetilchin Investment Partners, LLC | 35.7K | $3.92M | −$17.5K | Added$331.9K |
| Hennion & Walsh Asset Management, Inc. | 26.6K | $2.92M | −$14.4K | Cut−$647.6K |
| Focus Financial Network, Inc. | 24.2K | $2.66M | −$10.4K | Added$541.8K |
| Sunflower Bank, N.A. | 23K | $2.53M | −$12.4K | Cut−$12.4K |
| CVA Family Office, LLC | 22.8K | $2.51M | −$12.3K | Cut−$112.4K |
| Tidal Investments LLC | 21K | $2.3M | −$18K | Cut−$618.6K |
| ENVESTNET ASSET MANAGEMENT INC | 20K | $2.19M | −$10.8K | Cut−$660.3K |
| JANE STREET GROUP, LLC | 19.2K | $2.11M | −$6.41K | Added$797.1K |
| TRUE Private Wealth Advisors | 18.6K | $2.05M | −$9.96K | Cut−$238.8K |
| Vista Cima Wealth Management LLC | 16.6K | $1.82M | −$8.95K | Cut−$200.1K |
| Mirae Asset Global Investments Co., Ltd. | 16.1K | $1.77M | −$8.69K | Cut−$8.69K |
| Triton Financial Group Inc | 15.2K | $1.67M | −$2K | Added$702.1K |
| FIDUCIENT ADVISORS LLC | 14.6K | $1.6M | −$7.34K | Added$107.9K |
| Insight Advisors, LLC/ PA | 13.7K | $1.51M | −$7.27K | Added$23K |
| Cetera Investment Advisers | 12.6K | $1.38M | −$6.86K | Cut−$629K |
| Private Advisor Group, LLC | 12.4K | $1.36M | −$6.47K | Added$32K |
| Rehmann Capital Advisory Group | 12.1K | $1.33M | −$6.45K | Added$19.1K |
| JAMES INVESTMENT RESEARCH, INC. | 11.6K | $1.27M | −$6.26K | Cut−$138K |
| Cerity Partners LLC | 11.6K | $1.27M | −$6.24K | Cut−$106.5K |
| MERCER GLOBAL ADVISORS INC /ADV | 11.1K | $1.22M | — | New |
| Glass Jacobson Investment Advisors llc | 11.1K | $1.22M | −$6.03K | Cut−$39.9K |
| CITIZENS FINANCIAL GROUP INC/RI | 11K | $1.21M | −$4.96K | Added$198.7K |
| Goelzer Investment Management, Inc. | 10.2K | $1.12M | −$5.09K | Added$78.1K |
| Citadel | 9.95K | $1.09M | −$5.37K | Cut−$1.49M |
| CAMBIAR INVESTORS LLC | 9.69K | $1.06M | −$4.27K | Added$189.8K |
| COMMONWEALTH EQUITY SERVICES, LLC | 9.63K | $1.06M | −$5.03K | Added$33.1K |
| Moors & Cabot, Inc. | 9.51K | $1.04M | −$5.13K | Cut−$66.5K |
| Sharper & Granite LLC | 9.35K | $1.03M | −$5.05K | Cut−$13.9K |
| Ignite Planners, LLC | 9.23K | $1.01M | −$4.3K | Added$40.2K |
| GUGGENHEIM CAPITAL LLC | 9.21K | $1.01M | −$4.97K | Cut−$191.1K |
| WBI INVESTMENTS, LLC | 8.5K | $932.9K | −$4.55K | Cut−$1.76M |
| Impact Investors, Inc | 8.22K | $901.5K | −$4.44K | Cut−$1.25M |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 7.46K | $818.8K | −$4.05K | Cut−$114.5K |
| Checchi Capital Advisers, LLC | 6.62K | $726.6K | −$2.32K | Added$254.1K |
| JPMORGAN CHASE & CO | 6.22K | $683.1K | −$2.61K | Cut−$35.9K |
| Smartleaf Asset Management LLC | 5.84K | $641K | −$2.33K | Added$14.9K |
| Narus Financial Partners, LLC | 5.73K | $628.6K | −$2.91K | Added$34.8K |
| Maridea Wealth Management LLC | 5.71K | $626.6K | −$3.08K | Cut−$340.2K |
| Ashton Thomas Private Wealth, LLC | 5.59K | $613.4K | −$3.02K | Cut−$3.35K |
| Heck Capital Advisors, LLC | 5.53K | $606.4K | −$2.98K | Cut−$133.5K |
| NOVEM GROUP | 5.51K | $604.3K | −$2.68K | Added$51.2K |
| DEUTSCHE BANK AG\ | 4.98K | $546.5K | −$270 | Added$491.5K |
| Vestmark Advisory Solutions, Inc. | 4.48K | $492K | −$1.81K | Added$95.4K |
| ELEVATION POINT WEALTH PARTNERS, LLC | 4.49K | $492K | −$1.92K | Added$90.6K |
| Baird Financial Group, Inc. | 4.4K | $482.9K | −$2.37K | Added$48 |
| BTS Asset Management, Inc. | 4.09K | $448.8K | −$2.34K | Cut−$3.77K |
| EP Wealth Advisors, LLC | 3.43K | $376.4K | −$1.24K | Added$111.6K |
| Steward Partners Investment Advisory, LLC | 3.31K | $363K | −$1.78K | Cut−$685 |
| Arkadios Wealth Advisors | 3.29K | $361K | −$1.83K | Cut−$76 |
| PACIFIC FINANCIAL GROUP INC | 3.24K | $355.6K | −$1.26K | Added$100.3K |
| Focus Partners Wealth | 3.16K | $346.9K | −$1.65K | Added$6.8K |
| United Asset Strategies, Inc. | 3.07K | $336.4K | −$1.64K | Added$1.54K |
| SHAYNE & JACOBS, LLC | 3.04K | $333K | −$1.64K | Cut−$1.64K |
| Sequent Planning LLC | 2.93K | $321.7K | −$1.58K | Cut−$1.58K |
| PRIVATE TRUST CO NA | 2.87K | $315.3K | −$1.46K | Added$17.5K |
| GOLDMAN SACHS GROUP INC | 2.81K | $308.4K | −$1.52K | Cut−$2.41M |
| Evercore Wealth Management, LLC | 2.77K | $303.3K | −$1.49K | Cut−$1.49K |
| Avior Wealth Management, LLC | 2.6K | $285.6K | −$1.42K | Cut−$6.6K |
| Montis Financial, LLC | 2.6K | $284.9K | −$1.44K | Cut−$187.3K |
| FIDUCIARY FINANCIAL GROUP, LLC | 2.44K | $267.1K | −$1.31K | Cut−$1.31K |
| Stablepoint Partners, LLC | 2.43K | $267K | — | New |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 2.39K | $262.6K | — | Held |
| Arax Advisory Partners | 2.33K | $255.6K | −$1.22K | Cut−$674 |
| Argent Trust Co | 2.25K | $247.3K | −$1.22K | Cut−$1.22K |
| ROYAL BANK OF CANADA | 2.25K | $247K | −$571 | Cut−$120K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 2.24K | $245.8K | −$1.21K | Cut−$749.3K |
| Daviman Financial, LLC | 2.23K | $244.9K | −$1.2K | Cut−$281.2K |
| Kestra Advisory Services, LLC | 2.2K | $240.9K | −$1.14K | Cut−$16.9K |
| FIFTH THIRD BANCORP | 2.04K | $224.4K | — | New |
| Portland Global Advisors LLC | 2K | $219.4K | −$1.08K | Cut−$1.08K |
| StoneX Group Inc. | 2K | $219.1K | −$1.08K | Cut−$1.74K |
| Corient Private Wealth LLC | 2K | $218.9K | −$1.01K | Added$13.1K |
| Montecito Bank & Trust | 1.98K | $217K | −$1.07K | Cut−$1.07K |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | 1.93K | $211.7K | −$1.04K | Cut−$40.4K |
| Detalus Advisors, LLC | 1.9K | $208.1K | −$1.02K | Cut−$1.35K |
| Faithward Advisors, LLC | 1.88K | $206.2K | −$1.03K | Cut−$63K |
| Godfrey Financial Associates, Inc. | 1.87K | $205.3K | −$1.01K | Cut−$1.01K |
| Sanctuary Advisors, LLC | 1.87K | $205.1K | −$967 | Cut−$2.51K |
| Advisory Services Network, LLC | 1.67K | $183.5K | — | New |
| Measured Wealth Private Client Group, LLC | 802 | $88K | −$431 | Cut−$50.3K |
| MAI Capital Management | 505 | $55.4K | −$273 | Cut−$273 |
| ST GERMAIN D J CO INC | 475 | $52.1K | −$257 | Cut−$257 |
| WHITTIER TRUST CO | 441 | $48.2K | −$448 | Cut−$448 |
| Rockefeller Capital Management L.P. | 392 | $43.1K | −$168 | Cut−$30.4K |
| Wilmington Savings Fund Society, FSB | 350 | $38.4K | −$189 | Cut−$189 |
| BLUELINE ADVISORS LLC | 284 | $31.2K | −$71 | Added$16.7K |
| IFP Advisors, Inc | 239 | $26.2K | −$129 | Cut−$15.3K |
| JONES FINANCIAL COMPANIES LLLP | 225 | $24.6K | −$114 | Added$8.97K |
| Fort Vancouver Investment Management, LLC | 210 | $23K | −$113 | Cut−$113 |
| Fidelity | 187 | $20.5K | −$148 | Cut−$4.23K |
| Clean Yield Group | 161 | $17.7K | −$93 | Cut−$73.2K |
| Park Place Capital Corp | 149 | $16.3K | −$80 | Cut−$62K |
| AE Wealth Management LLC | 148 | $16.2K | −$80 | Cut−$80 |
| Farther Finance Advisors, LLC | 125 | $13.7K | — | New |
| CWM, LLC | 109 | $12K | — | New |
| ADVISORTRUST PARTNERS, LLC | 104 | $11.4K | — | New |
| Parallel Advisors, LLC | 100 | $11K | −$54 | Cut−$54 |
| Founders Financial Alliance, LLC | 98 | $10.8K | −$53 | Cut−$53 |
| Jackson Hole Capital Partners, LLC | 98 | $10.8K | −$53 | Cut−$53 |
| Physician Wealth Advisors, Inc. | 97 | $10.6K | — | New |
| LRI Investments, LLC | 85 | $9.32K | −$46 | Cut−$46 |
| FRANKLIN RESOURCES INC | 76 | $8.34K | — | New |
| Bogart Wealth, LLC | 66 | $7.24K | −$36 | Cut−$36 |
| Ameritas Investment Partners, Inc. | 65 | $7.13K | −$35 | Cut−$35 |
| Axiom Investment Management LLC | 60 | $6.58K | — | Held |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 60 | $6.56K | −$52 | Cut−$52 |
| Golden State Equity Partners | 58 | $6.36K | — | New |
| NewEdge Advisors, LLC | 5.57K | $5.57K | −$608.1K | Cut−$608.1K |
| ASSETMARK, INC | 46 | $5.05K | −$24 | Cut−$5.1K |
| Medallion Wealth Advisors, LLC | 40 | $4.39K | −$22 | Cut−$22 |
| REICON WEALTH ADVISORS, LLC | 36 | $3.95K | — | New |
| Capital Investment Advisory Services, LLC | 21 | $2.3K | −$11 | Cut−$11 |
| Archer Investment Corp | 19 | $2.05K | $2 | Added$2 |
| Red Tortoise LLC | 10 | $1.15K | $1 | Added$1 |
| WOLFF WIESE MAGANA LLC | 8 | $878 | −$4 | Cut−$4 |
| Cambridge Investment Research Advisors, Inc. | 5.11K | $561 | −$2 | Added$44 |
| Capital Advisor Network LLC | 2 | $219 | — | Held |
| VANGUARD ADVISERS INC | 1 | $110 | — | Held |
| Allworth Financial LP | 1 | $110 | −$1 | Cut−$1 |
| Tower Research Capital LLC (TRC) | 1 | $110 | $0 | Held |
| HUNTINGTON NATIONAL BANK | 1 | $110 | −$0 | Cut−$35.3K |
| CoreCap Advisors, LLC | 1 | $110 | $0 | Held |
| HANTZ FINANCIAL SERVICES, INC. | 42 | $5 | $0 | Cut−$1 |