| Franklin, Parlapiano, Turner & Welch, LLC | 478.3K | $42.2M | $854K | Added$1.2M |
| MORGAN STANLEY | 493.8K | $41.1M | $281.5K | Cut−$975.1K |
| EVERGREEN CAPITAL MANAGEMENT LLC | 266.8K | $22.2M | $130.8K | Added$3.24M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 226.6K | $18.9M | $123.5K | Added$955.8K |
| Cornerstone Planning Group LLC | 201K | $18.1M | $1.28M | Added$3.64M |
| Aprio Wealth Management, LLC | 206.9K | $17.2M | $105.8K | Added$1.87M |
| AMERIPRISE FINANCIAL INC | 160.4K | $13.3M | $86.8K | Added$184.2K |
| BARD ASSOCIATES INC | 146.1K | $12.2M | $83.2K | Added$88.9K |
| ROYAL BANK OF CANADA | 144.4K | $12M | $81.8K | Cut−$1.26M |
| LPL Financial LLC | 142.6K | $11.9M | $81.3K | Cut−$83.9K |
| RAYMOND JAMES FINANCIAL INC | 128.5K | $10.7M | $66.8K | Added$1.01M |
| Ascension Capital Advisors, Inc. | 119.6K | $9.96M | $59.8K | Added$1.28M |
| BANK OF AMERICA CORP /DE/ | 97.1K | $8.08M | $52.1K | Added$544K |
| WELLS FARGO & COMPANY/MN | 73.4K | $6.11M | $21.7K | Added$2.97M |
| TWO SIGMA INVESTMENTS, LP | 72.6K | $6.04M | $41.4K | Cut−$639K |
| Sovereign Financial Group, Inc. | 68.7K | $5.72M | $32.1K | Added$1.07M |
| Plan Group Financial, LLC | 68.5K | $5.7M | $38.1K | Added$171.7K |
| OSAIC HOLDINGS, INC. | 66.1K | $5.5M | $38.4K | Cut−$3.47M |
| ENVESTNET ASSET MANAGEMENT INC | 61.9K | $5.15M | $26.5K | Added$1.32M |
| CASTLE WEALTH MANAGEMENT LLC | 60.5K | $5.04M | $32.5K | Added$320.2K |
| Fonville Wealth Management LLC | 56.5K | $4.7M | $31.3K | Added$161.3K |
| JPMORGAN CHASE & CO | 55.3K | $4.56M | −$6.64K | Added$2.52M |
| AXS Investments LLC | 47.9K | $3.98M | $27.3K | Cut−$905 |
| Cetera Investment Advisers | 47.4K | $3.95M | $26.3K | Added$142.7K |
| MML INVESTORS SERVICES, LLC | 46.3K | $3.86M | $26.4K | Cut−$1.25M |
| Kure Advisory, LLC | 45.6K | $3.8M | $24.5K | Added$234.1K |
| GAMCO INVESTORS, INC. ET AL | 42.5K | $3.53M | $24.2K | Cut−$250K |
| ARKANSAS FINANCIAL GROUP, INC. | 40.1K | $3.46M | $132K | Added$472.2K |
| Mariner, LLC | 38.2K | $3.18M | $21.7K | Cut−$57K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 37.6K | $3.13M | $4.58K | Added$2.47M |
| Summit Financial, LLC | 36.4K | $3.03M | $2.46K | Added$2.67M |
| Procyon Advisors, LLC | 34.9K | $2.9M | $19.9K | Cut−$158.6K |
| UBS Group AG | 30.3K | $2.52M | $16.8K | Added$88.9K |
| COMMONWEALTH EQUITY SERVICES, LLC | 30.1K | $2.51M | $17.2K | Added$15.8K |
| Focus Partners Advisor Solutions, LLC | 29.3K | $2.44M | $16.4K | Cut−$1.58M |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | 29K | $2.41M | $16.5K | Added$16.5K |
| Focus Partners Wealth | 27.5K | $2.28M | $15.6K | Cut−$255.5K |
| Mission Hills Financial Advisory, LLC | 27.1K | $2.26M | $15.2K | Added$57K |
| Continuum Advisory, LLC | 25K | $2.08M | $14.2K | Added$19.2K |
| High Probability Advisors, LLC | 23.1K | $1.92M | $13.2K | Added$13.2K |
| PACIFIC SUN FINANCIAL CORP | 22.7K | $1.89M | $13K | Cut−$1.51K |
| Winter & Associates, Inc. | 22K | $1.87M | $32K | Added$615K |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 21.5K | $1.79M | $11.6K | Added$112.9K |
| Alliance Wealth Advisors, LLC /UT | 20.6K | $1.71M | $7.26K | Added$660.2K |
| Sincerus Advisory, LLC | 18.4K | $1.53M | $9.97K | Added$83.5K |
| One Wealth Map LLC | 15.3K | $1.38M | $107.1K | Added$100K |
| INTEGRITY ALLIANCE, LLC. | 15.7K | $1.31M | $8.4K | Added$89.7K |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 15.5K | $1.29M | $8.38K | Added$78K |
| LongView Wealth Management | 13.9K | $1.22M | $33K | Added$599.4K |
| Burns Matteson Capital Management, LLC | 14.6K | $1.21M | $8.34K | Cut−$641.8K |
| M Wealth Management, LLC | 14.5K | $1.21M | $8.16K | Added$23.5K |
| Cornerstone Management, Inc. | 13.7K | $1.14M | $7.8K | Added$7.8K |
| Comprehensive Wealth Management, LLC | 13.5K | $1.12M | $7.17K | Added$83.5K |
| Strategic Financial Concepts, LLC | 13.4K | $1.12M | — | New |
| Valtrion Capital Management, LLC | 13.4K | $1.11M | $4.83K | Added$408.7K |
| Kendall Capital Management | 12.5K | $1.04M | $6.77K | Added$57.9K |
| BROWN ADVISORY INC | 11.2K | $936K | $6.41K | Added$6.41K |
| Capital Asset Advisory Services LLC | 9.93K | $890.7K | $61.3K | Cut−$10.5K |
| Jefferies Financial Group Inc. | 10K | $832.1K | — | New |
| Rockefeller Capital Management L.P. | 9.96K | $828.5K | $5.61K | Added$13.5K |
| MENORA MIVTACHIM HOLDINGS LTD. | 8.5K | $707.3K | $4.84K | Added$4.84K |
| Beta Wealth Group, Inc. | 7.98K | $664.1K | $3.92K | Added$94.1K |
| FAMILY WEALTH PARTNERS, LLC | 7.55K | $627.8K | $3.13K | Added$137.5K |
| HighTower Advisors, LLC | 7.22K | $601.1K | $4.12K | Cut−$40.8K |
| SeaCrest Wealth Management, LLC | 7.03K | $584.9K | $3.3K | Added$3.3K |
| JONES FINANCIAL COMPANIES LLLP | 6.81K | $560.1K | −$2.65K | Cut−$49.1K |
| AE Wealth Management LLC | 6.52K | $542.7K | $3.78K | Cut−$25.1K |
| Courage Miller Partners, LLC | 6.31K | $524.9K | $3.6K | Added$1.94K |
| American Financial Advisors, LLC | 6.15K | $511.4K | $3.47K | Added$1.4K |
| INTERACTIVE FINANCIAL ADVISORS, INC. | 5.79K | $481.7K | $3.35K | Cut−$14K |
| Connecticut Wealth Management, LLC | 5.75K | $478.5K | $3.28K | Added$3.28K |
| Farther Finance Advisors, LLC | 4.91K | $410.7K | $5.3K | Cut−$122.7K |
| Navis Wealth Advisors, LLC | 4.66K | $388.1K | $2.66K | Added$2.66K |
| D. E. Shaw & Co., Inc. | 4.66K | $387.4K | $1.96K | Added$103.1K |
| Qube Research & Technologies Ltd | 4.54K | $377.5K | $2.59K | Cut−$406.3K |
| Avior Wealth Management, LLC | 4.36K | $363.1K | — | New |
| COZAD ASSET MANAGEMENT INC | 4.32K | $359.3K | $2.46K | Added$2.46K |
| McAdam, LLC | 4.25K | $354.1K | $2.01K | Added$62.8K |
| FLP Wealth Management, LLC | 3.98K | $331.1K | — | New |
| Valmark Advisers, Inc. | 3.93K | $327.3K | $2K | Added$37.4K |
| Kestra Advisory Services, LLC | 3.77K | $313.9K | $901 | Added$176K |
| Boltwood Capital Management | 3.6K | $299.6K | $2.05K | Added$2.05K |
| Disciplined Investments, LLC | 3.58K | $298.1K | $2.04K | Added$2.04K |
| RVW Wealth, LLC | 3.5K | $291.6K | $2K | Added$2K |
| ARK & TLK INVESTMENTS, LLC | 3.4K | $282.7K | $1.94K | Added$1.94K |
| Buck Wealth Strategies, LLC | 3.24K | $269.7K | $1.85K | Cut−$142.5K |
| CENTRAL TRUST Co | 3.18K | $264.5K | $1.81K | Added$1.81K |
| &PARTNERS | 3.13K | $260.4K | $1.78K | Cut−$9.21K |
| Focus Financial Network, Inc. | 3.13K | $260.2K | $1.77K | Cut−$13.3K |
| Gladstone Institutional Advisory LLC | 2.96K | $246.6K | — | New |
| RDA Financial Network | 2.59K | $215.6K | $1.48K | Cut−$176 |
| SEAVIEW INVESTMENT MANAGERS LLC | 2.59K | $215.3K | $1.47K | Added$1.47K |
| Creative Planning | 2.57K | $213.6K | $1.49K | Cut−$7.76K |
| CHOREO, LLC | 2.56K | $212.6K | −$383 | Cut−$383 |
| MAI Capital Management | 2.54K | $210.9K | $304 | Added$166.7K |
| Pacific Center for Financial Services | 2.46K | $204.3K | −$4.32K | Cut−$4.32K |
| Lynx Investment Advisory | 2.41K | $200.8K | — | New |
| Sound Income Strategies, LLC | 2.22K | $185.7K | −$5.97K | Cut−$15.7K |
| HARBOUR INVESTMENTS, INC. | 1.64K | $136.1K | $919 | Added$4.58K |
| FIFTH THIRD BANCORP | 1.6K | $133.6K | — | New |
| DHJJ Financial Advisors, Ltd. | 1.55K | $128.7K | $881 | Added$881 |
| BANK OF MONTREAL /CAN/ | 1.2K | $99.9K | $684 | Added$684 |
| RED REEF ADVISORS LLC | 1.17K | $97.3K | $666 | Added$666 |
| Advisory Services Network, LLC | 1.17K | $97K | — | New |
| HUNTINGTON NATIONAL BANK | 1.05K | $87.6K | $600 | Added$600 |
| Main Street Group, LTD | 1.02K | $85.1K | — | New |
| Destiny Wealth Partners, LLC | 994 | $82.7K | — | New |
| NATIONAL BANK OF CANADA /FI/ | 988 | $82.2K | $449 | Added$10.8K |
| Fidelity | 932 | $77.6K | $559 | Cut−$31.7K |
| Steward Partners Investment Advisory, LLC | 601 | $50K | $321 | Cut−$92.3K |
| Dynamic Wealth Strategies, LLC | 588 | $48.9K | $335 | Added$335 |
| BlackRock, Inc. | 504 | $41.9K | $287 | Added$287 |
| Horizon Investments, LLC | 468 | $38.9K | $155 | Added$16.5K |
| Western Wealth Management, LLC | 404 | $33.6K | — | New |
| Golden State Wealth Management, LLC | 365 | $30.4K | $208 | Added$208 |
| CITIGROUP INC | 359 | $29.9K | — | New |
| Mosley Wealth Management | 336 | $28.6K | — | New |
| Fairscale Capital, LLC | 339 | $28.2K | $193 | Added$193 |
| Monetary Solutions, Ltd | 315 | $26.2K | $179 | Added$179 |
| WHITTIER TRUST CO OF NEVADA INC | 287 | $24.3K | $359 | Added$359 |
| Advisors Preferred, LLC | 291 | $24.2K | — | New |
| Strategic Wealth Partners, Ltd. | 269 | $22.4K | $154 | Added$154 |
| HOLLENCREST CAPITAL MANAGEMENT | 263 | $21.9K | $150 | Added$150 |
| Allworth Financial LP | 248 | $20.6K | $142 | Added$142 |
| Keating Financial Advisory Services, Inc. | 240 | $20K | $136 | Added$136 |
| VAN ECK ASSOCIATES CORP | 239.8K | $20K | $79 | Added$8.45K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 235 | $19.6K | $134 | Added$51 |
| Purpose Unlimited Inc. | 209 | $17.4K | — | New |
| TD Waterhouse Canada Inc. | 150 | $12.6K | — | New |
| Russell Investments Group, Ltd. | 150 | $12.5K | −$30 | Added$10.9K |
| CoreCap Advisors, LLC | 101 | $8.4K | — | New |
| Geneos Wealth Management Inc. | 100 | $8.32K | $57 | Added$57 |
| MATHER GROUP, LLC. | 95 | $7.91K | — | New |
| McIlrath & Eck, LLC | 86 | $7.14K | $49 | Added$49 |
| Realta Investment Advisors | 61 | $5.08K | $27 | Added$1.11K |
| Strategic Advocates LLC | 61 | $5.08K | −$9 | Cut−$9 |
| Investors Research Corp | 57 | $4.74K | $33 | Added$33 |
| AMERIFLEX GROUP, INC. | 56 | $4.66K | $32 | Added$32 |
| IFP Advisors, Inc | 56 | $4.66K | $32 | Added$32 |
| Dunhill Financial, LLC | 37 | $3.08K | $20 | Added$20 |
| ASSETMARK, INC | 34 | $2.83K | $19 | Cut−$642 |
| Central Pacific Bank - Trust Division | 29 | $2.41K | $16 | Added$16 |
| Legacy Wealth Managment, LLC/ID | 21 | $1.75K | $12 | Added$12 |
| Anchor Investment Management, LLC | 20 | $1.66K | $11 | Added$11 |
| Pinnacle Wealth Planning Services, Inc. | 19 | $1.58K | $11 | Added$11 |
| Cambridge Investment Research Advisors, Inc. | 16.2K | $1.35K | $10 | Added$53 |
| CX Institutional | 14.7K | $1.22K | $8 | Cut−$38 |
| Thrivent Financial for Lutherans | 13.6K | $1.13K | $8 | Added$30 |
| Ashton Thomas Private Wealth, LLC | 13 | $1.08K | — | New |
| JDM Financial Group LLC | 12 | $1.02K | $7 | Added$7 |
| Parallel Advisors, LLC | 12 | $999 | $7 | Added$7 |
| LRI Investments, LLC | 7 | $582 | $4 | Added$4 |
| LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA | 6.91K | $575 | $4 | Added$4 |
| PEAPACK GLADSTONE FINANCIAL CORP | 5.55K | $462 | $4 | Added$4 |