| VANTAGEPOINT INVESTMENT ADVISERS LLC | 965.2K | $81.8M | $2.36M | Cut−$1.19M |
| MORGAN STANLEY | 610.5K | $51.8M | $1.43M | Added$3.55M |
| RAYMOND JAMES FINANCIAL INC | 444.5K | $37.7M | $1.09M | Added$733.8K |
| AMERIPRISE FINANCIAL INC | 407.8K | $34.6M | $581.2K | Added$15.2M |
| LPL Financial LLC | 370.8K | $31.4M | $829.3K | Added$3.54M |
| Orgel Wealth Management, LLC | 342.8K | $29.1M | $839.1K | Cut−$428K |
| Equitable Holdings, Inc. | 330.3K | $27.2M | $1 | Cut−$43.8K |
| COMMONWEALTH EQUITY SERVICES, LLC | 270.6K | $22.9M | $662.4K | Cut−$1.08M |
| WELLS FARGO & COMPANY/MN | 250.7K | $21.3M | $613.6K | Cut−$257.1K |
| OSAIC HOLDINGS, INC. | 230.9K | $19.6M | $532.4K | Added$1.67M |
| Black Diamond Financial, LLC | 217.1K | $18.4M | $531.5K | Added$79.3K |
| Steele Capital Management, Inc. | 207.3K | $17.6M | $505.9K | Added$562.4K |
| BANK OF AMERICA CORP /DE/ | 202.2K | $17.1M | $494.8K | Cut−$1.4M |
| UBS Group AG | 195.3K | $16.6M | $473.6K | Added$629.8K |
| GRANVILLE CAPITAL, INC. | 152.7K | $12.9M | $346.4K | Added$1.29M |
| Marietta Wealth Management, LLC | 130.3K | $11M | $313.7K | Added$491.3K |
| swisspartners Advisors Ltd | 128.7K | $10.9M | $264.1K | Added$364.4K |
| ENVESTNET ASSET MANAGEMENT INC | 126.6K | $10.7M | $289.7K | Added$987.7K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 124.4K | $10.5M | $238.3K | Added$2.53M |
| Rodgers & Associates, LTD | 119.7K | $10.1M | $272.8K | Added$967.8K |
| Cetera Investment Advisers | 109.8K | $9.31M | $236.1K | Added$1.37M |
| ROYAL BANK OF CANADA | 97.4K | $8.26M | $228.5K | Added$577K |
| Bedel Financial Consulting, Inc. | 91.3K | $7.74M | $211.2K | Added$638.2K |
| Ipsen Advisor Group LLC | 84.9K | $7.2M | $204.7K | Added$313K |
| Clark Capital Management Group, Inc. | 82.8K | $7.02M | $200.1K | Added$293.6K |
| GHP Investment Advisors, Inc. | 81.3K | $6.89M | $199.1K | Added$87.2K |
| DAVENPORT & Co LLC | 70K | $5.93M | $161.7K | Added$494.9K |
| Lebenthal Global Advisors, LLC | 61.8K | $5.24M | $148.7K | Added$235.8K |
| Sovran Advisors, LLC | 56K | $5.01M | $207.5K | Added$321.9K |
| Mariner, LLC | 57.1K | $4.84M | $137.7K | Added$211.9K |
| Avior Wealth Management, LLC | 53.2K | $4.51M | $37.5K | Added$3.25M |
| DDFG, Inc | 49.9K | $4.23M | $114.6K | Added$374.1K |
| CAPTRUST FINANCIAL ADVISORS | 45.1K | $3.82M | $110.4K | Cut−$18.4K |
| STIFEL FINANCIAL CORP | 44.8K | $3.8M | $109.6K | Added$27.4K |
| Creative Planning | 44.4K | $3.77M | $108.7K | Added$108.5K |
| EP Wealth Advisors, LLC | 43K | $3.65M | $105.3K | Added$94.7K |
| AIRE ADVISORS, LLC | 40.5K | $3.43M | $99.2K | Added$94.5K |
| Millstone Evans Group, LLC | 38.3K | $3.25M | $93.8K | Added$86.6K |
| Baird Financial Group, Inc. | 35.7K | $3.03M | $43.7K | Added$1.56M |
| Merit Financial Group, LLC | 28K | $2.38M | $68K | Added$90.6K |
| Dynamic Advisor Solutions LLC | 27.6K | $2.34M | $66.3K | Added$110.9K |
| Vivaldi Capital Management LP | 27.1K | $2.3M | $66.3K | Added$30.6K |
| MML INVESTORS SERVICES, LLC | 26.5K | $2.25M | $65K | Cut−$65.3K |
| Kestra Advisory Services, LLC | 25.3K | $2.15M | $20.7K | Added$1.45M |
| JIM SAULNIER & ASSOCIATES, LLC | 24.9K | $2.11M | $61K | Added$30.7K |
| Caliber Wealth Management, LLC / KS | 24.6K | $2.09M | $60.3K | Added$48.8K |
| Focus Partners Wealth | 24.4K | $2.07M | $59.7K | Added$63.6K |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 22.5K | $1.99M | — | New |
| LRI Investments, LLC | 22.7K | $1.92M | $55.5K | Added$55.5K |
| JPMORGAN CHASE & CO | 22.6K | $1.89M | $16.9K | Added$627K |
| PRINCIPAL SECURITIES, INC. | 20.9K | $1.77M | $49.2K | Added$114.1K |
| James J. Burns & Company, LLC | 18.9K | $1.6M | $46.4K | Added$33.4K |
| Courage Miller Partners, LLC | 18.5K | $1.57M | $45.3K | Added$25.1K |
| Corient Private Wealth LLC | 16.3K | $1.38M | $39.8K | Cut−$46.5K |
| Retirement Planning Group, LLC | 15.8K | $1.34M | $38.7K | Cut−$4.22K |
| FLAGSTAR ADVISORS INC | 14.7K | $1.25M | $36.1K | Cut−$74.4K |
| PCA Investment Advisory Services Inc. | 13.9K | $1.17M | $33.9K | Added$35.2K |
| M&T Bank Corp | 13.7K | $1.16M | $33.6K | Added$33.6K |
| FIFTH THIRD BANCORP | 13.4K | $1.14M | — | New |
| Allegheny Financial Group | 13.3K | $1.13M | $16.7K | Added$560.7K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 11.2K | $956.4K | $6.32K | Cut−$534.5K |
| Sentinel Advisory Group, LLC | 10.2K | $866.3K | — | Held |
| JONES FINANCIAL COMPANIES LLLP | 10.3K | $865.1K | $7.42K | Added$402.1K |
| LaFleur & Godfrey LLC | 9.79K | $829.7K | $24K | Added$19.8K |
| Madison Wealth Partners, Inc | 9.75K | $827K | $21.8K | Added$95.1K |
| Brand Asset Management Group, Inc. | 9.29K | $787.8K | $22.7K | Cut−$5.75K |
| PACIFIC SUN FINANCIAL CORP | 8.29K | $703.3K | $20.1K | Added$28.1K |
| CITIGROUP INC | 8.09K | $686.3K | $19.4K | Added$34.2K |
| GOLDMAN SACHS GROUP INC | 7.87K | $666.9K | $19.3K | Cut−$691.5K |
| FLAGSHIP HARBOR ADVISORS, LLC | 7.55K | $640.3K | $17.2K | Added$60K |
| FIRST MANHATTAN CO. LLC. | 7.44K | $630.6K | $18.2K | Added$18.2K |
| Geneos Wealth Management Inc. | 6.42K | $544K | $15.6K | Added$17.2K |
| SAGE FINANCIAL GROUP INC | 6.36K | $539.4K | $15.6K | Added$13.1K |
| D.A. DAVIDSON & CO. | 6.17K | $523.4K | $13.5K | Added$68.6K |
| Trivant Custom Portfolio Group, LLC | 6.05K | $513.3K | $13.5K | Added$60.1K |
| Vise Technologies, Inc. | 5.63K | $463.2K | $0 | Held |
| Prime Capital Investment Advisors, LLC | 5.3K | $449.7K | $13K | Added$13K |
| Integrated Wealth Concepts LLC | 5.11K | $433K | $12.4K | Cut−$37.8K |
| Private Advisor Group, LLC | 5.06K | $428.9K | $12.3K | Added$13.1K |
| GWN SECURITIES INC. | 4.77K | $404.4K | $11.3K | Added$25K |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 4.77K | $404.3K | $11.5K | Added$16.7K |
| Brooklyn Investment Group | 4.74K | $402K | $5.88K | Added$135.2K |
| Parallel Advisors, LLC | 4.7K | $398.7K | $11.5K | Added$11.5K |
| Willis Johnson & Associates, Inc. | 4.53K | $384K | $11.1K | Added$11.1K |
| rebel Financial LLC | 4.38K | $371.6K | $10.8K | Cut−$6.76K |
| Cape Investment Advisory, Inc. | 4.24K | $359.2K | $10.4K | Added$10.4K |
| Summit Asset Management, LLC | 4.22K | $357.5K | $10.3K | Added$10.3K |
| WealthTrak Capital Management LLC | 4.12K | $349.5K | $10.1K | Added$7.46K |
| HighTower Advisors, LLC | 4.1K | $347.4K | $9.25K | Added$38.2K |
| CWM, LLC | 3.84K | $325.3K | $325K | Added$325K |
| Fidelity | 3.71K | $314.3K | $9.09K | Added$5.3K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 3.63K | $307.8K | $8.88K | Added$9.31K |
| ALTFEST L J & CO INC | 3.6K | $305.3K | $8.81K | Added$8.81K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3.52K | $298.1K | $8.61K | Cut−$4.07K |
| BANK OF MONTREAL /CAN/ | 3.47K | $293.9K | $8.48K | Added$8.48K |
| Plante Moran Financial Advisors, LLC | 3.45K | $292.8K | $8.45K | Added$8.45K |
| OAKWORTH CAPITAL, INC. | 3.43K | $290.8K | $8.4K | Added$8.39K |
| New Insight Wealth Advisors | 3.39K | $287.6K | $8.3K | Added$8.3K |
| US BANCORP \DE\ | 3.26K | $276.7K | $7.99K | Cut−$28.2K |
| CAHILL FINANCIAL ADVISORS INC | 3.12K | $264.2K | $7.63K | Added$8.06K |
| JANE STREET GROUP, LLC | 3.06K | $259.2K | — | New |
| TRANSCEND CAPITAL ADVISORS, LLC | 2.97K | $251.9K | $6.86K | Added$21.1K |
| Bouchey Financial Group Ltd | 2.81K | $245.3K | $14.1K | Added$14.1K |
| M. Kulyk & Associates, LLC | 2.88K | $243.8K | — | New |
| BEACON FINANCIAL GROUP | 2.85K | $241.6K | $6.93K | Added$7.27K |
| LAWOOD & CO | 2.84K | $241.1K | $6.96K | Added$6.96K |
| MERCER GLOBAL ADVISORS INC /ADV | 2.79K | $236.4K | — | New |
| Cresset Asset Management, LLC | 2.75K | $232.7K | $6.72K | Added$6.72K |
| Stratos Wealth Partners, LTD. | 2.71K | $229.8K | $6.63K | Added$6.63K |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | 2.71K | $229.5K | $6.62K | Added$6.62K |
| Odyssey Capital Advisors, Inc. | 2.64K | $223.9K | $6.46K | Added$6.46K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 2.63K | $223.4K | $6.45K | Added$6.45K |
| Portland Financial Advisors Inc | 2.6K | $220.4K | $6.36K | Added$6.36K |
| Revisor Wealth Management LLC | 2.53K | $214.3K | −$2.21K | Cut−$10.9K |
| 5T Wealth, LLC | 2.52K | $213.9K | $6.17K | Added$6.17K |
| &PARTNERS | 2.48K | $210K | — | New |
| Independent Advisor Alliance | 2.41K | $204.4K | — | New |
| HARBOUR INVESTMENTS, INC. | 2.25K | $190.3K | $4.94K | Added$24.3K |
| Smartleaf Asset Management LLC | 2.12K | $176.8K | $959 | Added$8.72K |
| CLEAR INVESTMENT RESEARCH, LLC | 2.04K | $172.5K | — | New |
| Glass Jacobson Investment Advisors llc | 1.75K | $148.4K | — | New |
| Basepoint Wealth LLC | 1.66K | $140.6K | $3.98K | Added$4.06K |
| Farther Finance Advisors, LLC | 1.58K | $134.5K | $1.77K | Added$77K |
| Western Wealth Management, LLC | 1.55K | $131.7K | — | New |
| BlackRock, Inc. | 1.5K | $127.2K | $3.67K | Added$3.67K |
| CHILTON CAPITAL MANAGEMENT LLC | 1.23K | $103.9K | $3K | Cut−$215.6K |
| Tower Research Capital LLC (TRC) | 1.18K | $100K | — | New |
| Aptus Capital Advisors, LLC | 825 | $69.9K | $2.02K | Cut−$102.2K |
| GUARDIAN WEALTH ADVISORS, LLC / NC | 825 | $69.9K | — | New |
| Ashton Thomas Private Wealth, LLC | 804 | $68.2K | — | New |
| PRIVATE TRUST CO NA | 750 | $63.6K | $1.84K | Cut−$6.73K |
| ASSETMARK, INC | 722 | $61.2K | $1.74K | Added$2.67K |
| Operose Advisors LLC | 642 | $54.4K | $1.57K | Added$1.57K |
| PNC Financial Services Group, Inc. | 575 | $48.8K | $1.36K | Added$1.45K |
| McIlrath & Eck, LLC | 540 | $45.8K | $1.32K | Added$1.32K |
| Parkside Financial Bank & Trust | 512 | $43.4K | $1.26K | Added$1.43K |
| GGM Financials LLC | 506 | $42.9K | $1.24K | Added$1.41K |
| HM PAYSON & CO | 500 | $42.4K | $1.22K | Added$1.22K |
| Steward Partners Investment Advisory, LLC | 462 | $39.2K | — | New |
| Russell Investments Group, Ltd. | 351 | $29.8K | $884 | Added$884 |
| Sunrise Financial Services, LLC | 330 | $28K | $807 | Added$807 |
| Barnes Dennig Private Wealth Management LLC | 312 | $26.5K | $402 | Added$12.9K |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 306 | $25.7K | — | New |
| MCF Advisors LLC | 300 | $25.4K | $734 | Added$734 |
| NBC SECURITIES, INC. | 300 | $25.4K | $734 | Added$734 |
| Allworth Financial LP | 268 | $22.7K | $656 | Added$656 |
| N.E.W. Advisory Services LLC | 262 | $22.2K | $641 | Added$641 |
| Matrix Trust Co | 207.3K | $17.6K | $506 | Added$563 |
| TD Capital Management LLC | 205 | $17.4K | $488 | Added$573 |
| Crews Bank & Trust | 205 | $17.4K | $502 | Cut−$7.73K |
| Bogart Wealth, LLC | 179 | $15.1K | $411 | Cut−$23.2K |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 156 | $13.3K | $437 | Added$437 |
| AdvisorNet Financial, Inc | 155 | $13.1K | $380 | Added$380 |
| Salomon & Ludwin, LLC | 153 | $13K | $203 | Cut−$468 |
| Godfrey Financial Associates, Inc. | 126 | $10.7K | $308 | Cut−$23.4K |
| Archer Investment Corp | 93 | $7.88K | $228 | Added$228 |
| Gleason Group, Inc. | 92 | $7.84K | $261 | Cut−$14.3K |
| one8zero8, LLC | 81 | $6.87K | $76 | Added$4.32K |
| Gladwyn Financial Advisors, Inc. | 75 | $6.35K | $205 | Added$374 |
| Ancora Advisors LLC | 66 | $5.6K | $162 | Added$162 |
| Cambridge Investment Research Advisors, Inc. | 58.2K | $4.93K | $124 | Added$771 |
| Pinnacle Bancorp, Inc. | 57 | $4.83K | $140 | Added$140 |
| Sound Income Strategies, LLC | 54 | $4.59K | −$27 | Cut−$27 |
| WealthShield Partners, LLC | 37 | $3.11K | $90 | Added$90 |
| Ameritas Investment Partners, Inc. | 35 | $2.97K | $86 | Cut−$6.5K |
| Nvest Wealth Strategies, Inc. | 35 | $2.97K | $86 | Added$86 |
| Signature Equity Partners, LLC | 24 | $2.04K | $59 | Added$59 |
| PARK AVENUE SECURITIES LLC | 16.1K | $1.37K | — | New |
| Cornerstone Planning Group LLC | 15 | $1.33K | $56 | Added$56 |
| RICHARDSON FINANCIAL SERVICES INC. | 9 | $763 | — | New |
| Janney Montgomery Scott LLC | 5.76K | $488 | $14 | Added$14 |
| HUNTINGTON NATIONAL BANK | 1 | $85 | $3 | Cut−$5.1K |
| BESSEMER GROUP INC | 621 | $53 | — | New |
| Red Tortoise LLC | 0 | $31 | — | Cut−$82 |