| Focus Partners Wealth | 955.7K | $52.4M | −$630.8K | Cut−$1.64M |
| JPMORGAN CHASE & CO | 848.2K | $44.9M | −$2.1M | Cut−$2.28M |
| LPL Financial LLC | 633.2K | $34.7M | −$417.9K | Cut−$2.84M |
| OSAIC HOLDINGS, INC. | 566.8K | $31.1M | −$371K | Cut−$3.15M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 541.3K | $29.7M | −$342.9K | Added$850.8K |
| Cetera Investment Advisers | 412.6K | $22.6M | −$266.6K | Added$206.3K |
| Gallagher Fiduciary Advisors, LLC | 325.5K | $17.8M | −$202.7K | Added$807.5K |
| Atria Investments, Inc | 324.1K | $17.8M | −$201.4K | Added$837.3K |
| BANK OF AMERICA CORP /DE/ | 269.4K | $14.8M | −$170.4K | Added$441.1K |
| Systelligence, LLC | 260.5K | $14.3M | — | New |
| MORGAN STANLEY | 260.1K | $14.3M | −$142.7K | Added$2.26M |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 259.7K | $14.2M | — | New |
| AMERIPRISE FINANCIAL INC | 251.3K | $13.8M | −$309K | Added$5.37M |
| Steele Capital Management, Inc. | 178.5K | $9.78M | −$117.6K | Cut−$101.7K |
| Black Diamond Financial, LLC | 176.1K | $9.65M | −$116.2K | Cut−$1.99M |
| UBS Group AG | 166.8K | $9.14M | −$110.1K | Cut−$202.7K |
| WELLS FARGO & COMPANY/MN | 165.3K | $9.06M | −$105.8K | Added$171.7K |
| RAYMOND JAMES FINANCIAL INC | 155.8K | $8.54M | −$102.8K | Cut−$728.1K |
| Mariner, LLC | 140.5K | $7.7M | −$83.5K | Added$689K |
| Opes Wealth Management LLC | 128.7K | $7.05M | −$84.7K | Cut−$63K |
| Ipsen Advisor Group LLC | 115.5K | $6.33M | −$75K | Added$27.7K |
| MRA Advisory Group | 109.8K | $6.01M | — | New |
| McKinley Carter Wealth Services, Inc. | 105.5K | $5.78M | −$69.6K | Cut−$133.8K |
| NorthStar Asset Management LLC /NJ/ | 104.4K | $5.72M | −$66.1K | Added$172.8K |
| BEAM WEALTH ADVISORS, INC. | 104.3K | $5.71M | −$51.4K | Added$1.4M |
| Anfield Capital Management, LLC | 91.1K | $4.99M | — | New |
| Certified Advisory Corp | 82.6K | $4.53M | −$50.6K | Added$269.9K |
| IAG Wealth Partners, LLC | 78.1K | $4.28M | −$50.3K | Added$53.5K |
| HighTower Advisors, LLC | 66.5K | $3.64M | −$43.3K | Added$6.13K |
| ROYAL BANK OF CANADA | 64.9K | $3.55M | −$27.3K | Added$1.33M |
| COMMONWEALTH EQUITY SERVICES, LLC | 64.2K | $3.52M | −$42.3K | Cut−$184.6K |
| Van Diest Capital, LLC | 58.4K | $3.2M | −$5.01K | Added$2.78M |
| CAPTRUST FINANCIAL ADVISORS | 54.7K | $3M | −$27.8K | Added$680K |
| LEVEL FOUR ADVISORY SERVICES, LLC | 53.3K | $2.92M | −$35.2K | Cut−$1.06M |
| STEINBERGANNA WEALTH MANAGEMENT | 51.3K | $2.81M | −$32.7K | Added$57K |
| Atlanta Consulting Group Advisors, LLC | 50.9K | $2.79M | −$33.6K | Cut−$450.8K |
| LRI Investments, LLC | 45.4K | $2.49M | −$30K | Cut−$90.8K |
| Key Financial Inc | 36.5K | $2M | −$22K | Added$148.1K |
| IEQ CAPITAL, LLC | 35.7K | $1.96M | −$23.6K | Cut−$31.4K |
| Pathstone Holdings, LLC | 33.8K | $1.85M | −$22.3K | Cut−$239.4K |
| Perennial Investment Advisors, LLC | 32.3K | $1.77M | −$21.3K | Cut−$24.7K |
| ENVESTNET ASSET MANAGEMENT INC | 32K | $1.75M | −$17.3K | Added$303.4K |
| Rodgers & Associates, LTD | 31.6K | $1.73M | −$20.8K | Cut−$78.1K |
| MML INVESTORS SERVICES, LLC | 25.3K | $1.38M | −$15.5K | Added$83.9K |
| VAUGHAN & Co SECURITIES, INC. | 24.4K | $1.34M | −$16.1K | Cut−$22.3K |
| Kendall Capital Management | 23.5K | $1.29M | −$15.5K | Cut−$15.5K |
| INDEPENDENT FINANCIAL GROUP, LLC | 22K | $1.21M | −$13.2K | Added$99.1K |
| Equitable Holdings, Inc. | 21.2K | $1.18M | $1 | Added$38.2K |
| Creative Planning | 21.5K | $1.18M | −$14K | Cut−$1.16K |
| Gladstone Institutional Advisory LLC | 20.8K | $1.14M | — | New |
| Phoenix Wealth Advisors | 19.9K | $1.09M | −$13.1K | Cut−$7.37K |
| Creekside Partners | 19.8K | $1.08M | −$13.1K | Cut−$40.7K |
| SHELTON WEALTH MANAGEMENT, LLC | 18.9K | $1.04M | −$12.5K | Cut−$89.2K |
| Arkadios Wealth Advisors | 17.9K | $981K | −$11.8K | Cut−$45.7K |
| STIFEL FINANCIAL CORP | 15.5K | $847.4K | −$9.31K | Added$64.8K |
| Crescent Grove Advisors, LLC | 14.3K | $785.7K | −$9.46K | Cut−$9.46K |
| Farther Finance Advisors, LLC | 14.2K | $785.3K | $292 | Cut−$788.6K |
| Visionary Wealth Advisors | 13.9K | $763.7K | −$9.05K | Added$2.67K |
| D.A. DAVIDSON & CO. | 13.5K | $739K | −$5.19K | Added$303.1K |
| Gilliland Jeter Wealth Management LLC | 13.4K | $734K | −$8.09K | Added$56.4K |
| CreativeOne Wealth, LLC | 13K | $711.1K | −$8.54K | Cut−$6.51K |
| Fidelity | 12.5K | $684.3K | −$5.71K | Added$206.4K |
| Kestra Advisory Services, LLC | 12.4K | $678.7K | −$5.71K | Added$198.7K |
| Private Advisor Group, LLC | 12.1K | $665.1K | −$7.33K | Added$45.8K |
| CWM, LLC | 11.2K | $612.4K | $611.7K | Added$599.8K |
| Lido Advisors, LLC | 11.1K | $609.6K | $5.46K | Added$7.21K |
| Fifth Third Securities, Inc. | 10.7K | $584.6K | −$6.81K | Added$12.5K |
| JONES FINANCIAL COMPANIES LLLP | 10.8K | $579.5K | −$15.6K | Added$101K |
| NORTHERN TRUST CORP | 10.5K | $574.5K | −$6.92K | Cut−$7.03K |
| PRINCIPAL SECURITIES, INC. | 10.2K | $559.7K | −$5.99K | Added$56.2K |
| Courage Miller Partners, LLC | 9.71K | $532.2K | −$6.41K | Cut−$9.02K |
| GWN SECURITIES INC. | 9.34K | $511.8K | −$5.74K | Added$27.4K |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 9.22K | $505.5K | −$6.09K | Cut−$55K |
| Avior Wealth Management, LLC | 9.21K | $504.8K | −$6.07K | Cut−$16.8K |
| Madison Wealth Partners, Inc | 9K | $493K | −$5.32K | Added$48K |
| Basepoint Wealth LLC | 8.37K | $458.4K | −$5.54K | Cut−$5.16K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 8.15K | $454.4K | −$9.65K | Added$209.8K |
| J.M. Arbour, LLC | 8.09K | $443.6K | — | New |
| Asset Allocation Strategies LLC | 8.05K | $441.3K | −$5.35K | Cut−$37.4K |
| Synergy Financial Group, LTD | 8.05K | $441.3K | −$5.21K | Added$3.61K |
| Financial Engines Advisors L.L.C. | 7.96K | $436.2K | −$5.25K | Cut−$18.9K |
| CIBC WORLD MARKET INC. | 7.9K | $433.1K | −$5.22K | Cut−$5.22K |
| RIVER'S EDGE WEALTH MANAGEMENT, LLC | 6.86K | $415K | $14.6K | Added$11.7K |
| Procyon Advisors, LLC | 7.14K | $391.2K | — | New |
| rebel Financial LLC | 6.95K | $380.9K | −$4.59K | Cut−$13.9K |
| JANE STREET GROUP, LLC | 6.57K | $359.9K | — | New |
| DAVENPORT & Co LLC | 6.2K | $339.8K | −$4.09K | Cut−$4.09K |
| MONETA GROUP INVESTMENT ADVISORS LLC | 6.06K | $331.9K | −$3.62K | Added$30.2K |
| CITIGROUP INC | 6.02K | $329.8K | −$3.57K | Added$29.7K |
| Breakwater Capital Group | 5.93K | $324.8K | −$3.91K | Cut−$4.24K |
| Wealthcare Advisory Partners LLC | 5.8K | $317.8K | −$3.14K | Added$53.6K |
| Keating Financial Advisory Services, Inc. | 5.62K | $308.2K | −$3.47K | Added$16.5K |
| Merit Financial Group, LLC | 5.53K | $303K | −$3.65K | Cut−$3.59K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 5.49K | $300.7K | −$2.5K | Added$90.4K |
| Passive Capital Management, LLC. | 5.48K | $300.5K | — | New |
| SILVER OAK SECURITIES, INCORPORATED | 5.4K | $295.7K | −$7.26K | Cut−$7.48K |
| ADELL HARRIMAN & CARPENTER INC | 5.4K | $295.7K | −$3.56K | Cut−$114.5K |
| AdvisorNet Financial, Inc | 5.36K | $293.6K | −$2.46K | Added$87.4K |
| JIM SAULNIER & ASSOCIATES, LLC | 5.12K | $280.6K | −$3.35K | Cut−$1.98K |
| FIFTH THIRD BANCORP | 5K | $274.1K | — | New |
| Independent Advisor Alliance | 4.96K | $272.1K | — | New |
| MAI Capital Management | 4.95K | $271.1K | −$3.1K | Added$9.99K |
| BENJAMIN EDWARDS INC | 4.88K | $267.5K | −$3.22K | Cut−$2.89K |
| Wick Capital Partners, LLC | 5K | $266.5K | — | New |
| Steward Partners Investment Advisory, LLC | 4.69K | $256.9K | −$3.09K | Cut−$3.03K |
| Asempa Wealth Advisors | 4.3K | $238.8K | $81 | Cut−$751 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 4.09K | $223.9K | −$2.58K | Added$10.3K |
| Opulen Financial Group LLC | 4.02K | $220.3K | −$2.66K | Cut−$2.34K |
| Destiny Wealth Partners, LLC | 3.91K | $214.5K | −$16.2K | Cut−$16.2K |
| SMITH CHAS P & ASSOCIATES PA CPAS | 3.91K | $214.2K | −$2.59K | Cut−$23.4K |
| FLAGSTAR ADVISORS INC | 3.87K | $212K | −$2.42K | Added$4.82K |
| PRIVATE TRUST CO NA | 3.82K | $209.3K | −$2.52K | Cut−$151.9K |
| BURKE & HERBERT BANK & TRUST CO | 3.82K | $209.3K | −$2.52K | Cut−$2.52K |
| Advisory Services Network, LLC | 3.66K | $200.4K | −$2.41K | Cut−$12.9K |
| Ritter Daniher Financial Advisory LLC / DE | 3.62K | $198.3K | −$2.39K | Cut−$23.7K |
| Whipplewood Advisors, LLC | 3.3K | $180.8K | −$2.18K | Cut−$2.18K |
| Opal Wealth Advisors, LLC | 3.15K | $172.4K | — | New |
| Rockefeller Capital Management L.P. | 2.79K | $153.2K | −$1.84K | Cut−$1.79K |
| HARBOUR INVESTMENTS, INC. | 2.52K | $138.3K | −$465 | Added$98.7K |
| Smartleaf Asset Management LLC | 2.48K | $131.6K | −$7.5K | Cut−$1.67K |
| TD PRIVATE CLIENT WEALTH LLC | 1.96K | $107.6K | −$1.3K | Cut−$11.8K |
| TOMPKINS FINANCIAL CORP | 1.94K | $106.5K | −$1.28K | Cut−$1.28K |
| Western Wealth Management, LLC | 1.39K | $76.2K | — | New |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 1.29K | $70.7K | −$852 | Cut−$852 |
| Archer Investment Corp | 1.27K | $69.6K | −$838 | Cut−$838 |
| Glassy Mountain Advisors, Inc. | 1.26K | $69.2K | −$844 | Cut−$734 |
| Physician Wealth Advisors, Inc. | 1.06K | $58.3K | −$702 | Cut−$702 |
| BLAIR WILLIAM & CO/IL | 1.06K | $58.2K | −$701 | Cut−$701 |
| Arax Advisory Partners | 982 | $53.8K | −$614 | Added$2.24K |
| Merkkuri Wealth Advisors LLC | 899 | $49.2K | — | New |
| ASSETMARK, INC | 866 | $47.5K | −$572 | Cut−$849 |
| MATHER GROUP, LLC. | 852 | $46.7K | — | New |
| TWIN PEAKS WEALTH ADVISORS, LLC | 622 | $34.1K | — | New |
| Westend Capital Management, LLC | 579 | $31.7K | — | New |
| IFP Advisors, Inc | 569 | $31.2K | −$376 | Cut−$376 |
| Geneos Wealth Management Inc. | 495 | $27.1K | −$265 | Added$3.02K |
| Wealth Enhancement Trust Services, Inc. | 469 | $25.7K | — | New |
| Manchester Capital Management LLC | 390 | $21.4K | −$258 | Cut−$258 |
| MCF Advisors LLC | 343 | $18.8K | −$226 | Cut−$226 |
| North Star Investment Management Corp. | 304 | $16.6K | −$184 | Added$3.65K |
| Millstone Evans Group, LLC | 292 | $16K | −$192 | Cut−$8.51K |
| PlanVest Financial, Inc | 250 | $13.7K | — | Held |
| NBC SECURITIES, INC. | 226 | $12.4K | −$108 | Cut−$1.88K |
| BANK OF MONTREAL /CAN/ | 186 | $10.2K | −$123 | Cut−$123 |
| Matrix Trust Co | 178.5K | $9.78K | −$118 | Cut−$102 |
| Parallel Advisors, LLC | 174 | $9.54K | — | New |
| Qube Research & Technologies Ltd | 174 | $9.54K | −$115 | Cut−$10.5K |
| WPG Advisers, LLC | 113 | $6.17K | −$121 | Cut−$66 |
| Integrity Financial Corp /WA | 76 | $4.17K | −$50 | Cut−$50 |
| Cherry Tree Wealth Management, LLC | 76 | $4.17K | −$50 | Cut−$50 |
| Russell Investments Group, Ltd. | 51 | $2.79K | −$33 | Cut−$33 |
| Central Pacific Bank - Trust Division | 48 | $2.63K | −$32 | Cut−$32 |
| GeoWealth Management, LLC | 46 | $2.52K | — | New |
| Copia Wealth Management | 25 | $1.37K | −$17 | Cut−$17 |
| CAPITAL & PLANNING, LLC | 20 | $1.1K | — | New |
| CoreCap Advisors, LLC | 14 | $767 | −$9 | Cut−$26.9K |
| Cambridge Investment Research Advisors, Inc. | 7.18K | $394 | −$4 | Cut−$134 |
| PARK AVENUE SECURITIES LLC | 4.36K | $239 | −$3 | Cut−$3 |
| HUNTINGTON NATIONAL BANK | 1 | $55 | $0 | Held |