| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 10.2M | $949M | — | Held |
| Envestnet Portfolio Solutions, Inc. | 6.3M | $583.4M | $5.1M | Added$1.73M |
| FIRST CITIZENS BANK & TRUST CO | 5.93M | $549.4M | $4.8M | Cut−$296.5K |
| ENVESTNET ASSET MANAGEMENT INC | 2.67M | $247.8M | $2.17M | Cut−$35.5M |
| AE Wealth Management LLC | 1.1M | $102.2M | $875.6K | Added$2.91M |
| Lido Advisors, LLC | 966.6K | $89.6M | $891.1K | Added$240.8K |
| Clark Capital Management Group, Inc. | 673.5K | $62.4M | $545.5K | Cut−$3.91M |
| LPL Financial LLC | 579.1K | $53.7M | $469K | Cut−$5.2M |
| First Citizens Asset Management, Inc. | 513.7K | $47.6M | $394.9K | Added$2.83M |
| Wilmington Savings Fund Society, FSB | 504.6K | $46.8M | $408.8K | Added$293.8K |
| Richard P Slaughter Associates Inc | 488.5K | $45.3M | $333.3K | Added$7.48M |
| SVB WEALTH LLC | 459.9K | $42.6M | $372.6K | Cut−$4.08M |
| TIAA TRUST, NATIONAL ASSOCIATION | 408.6K | $37.9M | $331K | Cut−$1.1B |
| AMERIPRISE FINANCIAL INC | 383.9K | $35.6M | $336.5K | Cut−$4.32M |
| UBS Group AG | 353.1K | $32.7M | $276.3K | Added$1.39M |
| Kingdom Financial Group LLC. | 291.6K | $27M | $221.7K | Added$1.87M |
| Lloyd Advisory Services, LLC. | 291.6K | $27M | $6.93K | Added$26.2M |
| Orion Porfolio Solutions, LLC | 282.5K | $26.2M | $228.8K | Cut−$7.07M |
| JPMORGAN CHASE & CO | 286.7K | $26M | −$263.9K | Added$2.04M |
| JSF Financial, LLC | 279.8K | $25.9M | $222.3K | Added$728.2K |
| RTD Financial Advisors, Inc. | 270K | $25M | $196.3K | Added$2.76M |
| Compton Wealth Advisory Group, LLC | 245.3K | $22.8M | $314K | Cut−$123.1K |
| Bryn Mawr Trust Advisors, LLC | 242.5K | $22.5M | $196.5K | Cut−$1.22M |
| BANK OF AMERICA CORP /DE/ | 242.1K | $22.4M | $192.4K | Added$625.8K |
| Cetera Investment Advisers | 239.3K | $22.2M | $193.7K | Cut−$1.98M |
| Sterling Capital Management LLC | 236.5K | $21.9M | $157.3K | Added$4.08M |
| LifeWealth Investments, LLC | 228.6K | $21.2M | $157K | Added$3.38M |
| Waverly Advisors, LLC | 210K | $19.5M | $166.7K | Added$560.4K |
| RAYMOND JAMES FINANCIAL INC | 199.3K | $18.5M | $110.2K | Added$5.97M |
| MORGAN STANLEY | 195.3K | $18.1M | $158.3K | Cut−$5.07M |
| HOWARD BAILEY SECURITIES, LLC | 190.7K | $17.7M | $154.4K | Added$102.9K |
| PRINCIPAL SECURITIES, INC. | 183.2K | $17M | $148.4K | Cut−$3.3M |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 182.6K | $16.9M | $147.3K | Added$215.4K |
| Private Advisor Group, LLC | 182.5K | $16.9M | $26.8K | Added$13.9M |
| Sanctuary Advisors, LLC | 163.9K | $15.2M | $120.6K | Added$1.51M |
| GOLDMAN SACHS GROUP INC | 155.6K | $14.4M | $126K | Cut−$691K |
| TRUIST FINANCIAL CORP | 146.9K | $13.6M | $119K | Cut−$2.9M |
| Arkadios Wealth Advisors | 146.3K | $13.6M | $115K | Added$516.8K |
| Horst & Graben Wealth Management LLC | 131.2K | $12.9M | $862.3K | Added$703.1K |
| WELLS FARGO & COMPANY/MN | 135.3K | $12.5M | $107.5K | Added$355.6K |
| One Capital Management, LLC | 133.9K | $12.4M | $64.5K | Added$5.1M |
| ROYAL BANK OF CANADA | 119.5K | $11.1M | $89.3K | Added$956K |
| Simplicity Wealth,LLC | 108.3K | $10M | $79.7K | Added$999.5K |
| MML INVESTORS SERVICES, LLC | 107.7K | $9.98M | $87.3K | Cut−$2.18M |
| OSAIC HOLDINGS, INC. | 100.7K | $9.33M | $81.6K | Cut−$1.13M |
| Key Capital Management, INC | 92.2K | $8.55M | $40.1K | Added$4M |
| Veridan Wealth LLC | 67.3K | $6.24M | $54.1K | Added$94.8K |
| GLOBALT Investments LLC / GA | 63.6K | $5.9M | $51.6K | Cut−$89.5K |
| Legacy Advisory Services, LLC | 62.9K | $5.83M | $50.9K | Cut−$402.2K |
| GTS FINANCIAL, LLC | 69.5K | $5.71M | — | Held |
| FIRST AMERICAN TRUST, FSB | 58.5K | $5.43M | $20.1K | Added$3.15M |
| HighTower Advisors, LLC | 54.4K | $5.04M | $40.5K | Added$428.7K |
| Csenge Advisory Group | 53.1K | $4.92M | $43.1K | Cut−$336.4K |
| COMMONWEALTH EQUITY SERVICES, LLC | 53K | $4.91M | $42.9K | Cut−$422K |
| Integrated Wealth Concepts LLC | 52.5K | $4.87M | $40.9K | Added$226.9K |
| MATTERS CAPITAL LLC | 52.2K | $4.84M | $42.3K | Added$44.3K |
| HARBOR INVESTMENT ADVISORY, LLC | 50.3K | $4.66M | $40.7K | Added$45.6K |
| Compound Planning, Inc. | 47K | $4.36M | $6.72K | Added$3.6M |
| Mariner, LLC | 41.7K | $3.87M | $33.8K | Cut−$742.4K |
| OPPENHEIMER & CO INC | 41.7K | $3.87M | $33.6K | Added$59.7K |
| SigFig Wealth Management, LLC | 40.8K | $3.78M | $33K | Cut−$938.4K |
| World Investment Advisors | 37.1K | $3.44M | $30.1K | Cut−$56K |
| Fifth Third Wealth Advisors LLC | 34.2K | $3.17M | $19.8K | Added$918.6K |
| VOYA INVESTMENT MANAGEMENT LLC | 33.9K | $3.14M | $27.5K | Cut−$286.1K |
| Stratos Wealth Advisors, LLC | 32.8K | $3.04M | $10.4K | Added$1.86M |
| SOA Wealth Advisors, LLC. | 32.1K | $2.98M | $26.1K | Cut−$29.3K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 31.7K | $2.94M | $6.44K | Added$2.21M |
| GRANVILLE CAPITAL, INC. | 30.8K | $2.85M | $24.9K | Added$24.9K |
| FWG Investments, LLC. | 29.4K | $2.73M | $23.8K | Cut−$99.1K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 25.9K | $2.4M | $21K | Added$29.9K |
| Quest 10 Wealth Builders, Inc. | 22.1K | $2.05M | $17.4K | Added$71.4K |
| Global Wealth Management Investment Advisory, Inc. | 21.7K | $2.01M | $17.5K | Cut−$53.3K |
| JONES FINANCIAL COMPANIES LLLP | 22.1K | $2.01M | −$11.8K | Added$777.9K |
| Waldron Private Wealth LLC | 21.1K | $1.96M | $14K | Added$365.1K |
| GTS SECURITIES LLC | 21.1K | $1.95M | — | New |
| Curi Capital, LLC | 20.4K | $1.89M | $16.6K | Added$17K |
| Rockefeller Capital Management L.P. | 19.7K | $1.82M | $16K | Cut−$21.5K |
| Signal Advisors Wealth, LLC | 19.1K | $1.77M | $15.4K | Cut−$31.2K |
| B.O.S.S. Retirement Advisors, LLC | 19.1K | $1.77M | $15.4K | Cut−$239.3K |
| Centerpoint Advisory Group | 18.7K | $1.74M | $13.4K | Added$217.1K |
| BROWN ADVISORY INC | 18.4K | $1.71M | $14.9K | Added$14.9K |
| B. Riley Wealth Advisors, Inc. | 18.3K | $1.66M | −$18.5K | Cut−$216.8K |
| Strategic Blueprint, LLC | 17.9K | $1.66M | $13.5K | Added$125.3K |
| CFS Investment Advisory Services, LLC | 16.8K | $1.65M | $105.6K | Added$65.3K |
| Ashton Thomas Private Wealth, LLC | 17.5K | $1.63M | $14.2K | Cut−$141.7K |
| FIRST NATIONAL BANK OF OMAHA | 17.8K | $1.62M | −$28.5K | Cut−$64.4K |
| Ausdal Financial Partners, Inc. | 17.2K | $1.59M | $13.9K | Cut−$112.9K |
| CWM, LLC | 16K | $1.49M | $1.42M | Added$1.48M |
| Fidelity | 15.6K | $1.45M | $12.1K | Added$81.7K |
| Heck Capital Advisors, LLC | 15.1K | $1.4M | $12.3K | Cut−$184.1K |
| Venture Visionary Partners LLC | 15K | $1.39M | $12.2K | Added$15K |
| Arcadia Wealth Management, LLC | 14K | $1.3M | $11.3K | Cut−$30.8K |
| Triad Wealth Partners, LLC | 14K | $1.29M | — | New |
| Alpha Zero LLC | 13.9K | $1.29M | $11.3K | Added$11.3K |
| STIFEL FINANCIAL CORP | 13.8K | $1.28M | $8.85K | Added$272K |
| Cresset Asset Management, LLC | 13.3K | $1.23M | $10.7K | Added$18.4K |
| CIBC Bancorp USA Inc. | 13.2K | $1.23M | — | Held |
| FIDELIS CAPITAL PARTNERS, LLC | 12.7K | $1.18M | $10.3K | Cut−$165.8K |
| Decker Retirement Planning Inc. | 12.6K | $1.17M | $9.83K | Added$50.3K |
| Claro Advisors Inc. | 12.4K | $1.14M | $8.06K | Added$231.2K |
| PNC Financial Services Group, Inc. | 12.3K | $1.14M | $10K | Cut−$115.5K |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 12.3K | $1.14M | $9.5K | Added$65.5K |
| Gateway Wealth Partners, LLC | 11.9K | $1.1M | — | New |
| FLP Wealth Management, LLC | 11.8K | $1.09M | $8.61K | Added$111.1K |
| Centennial Advisors, LLC | 11.7K | $1.09M | $9.55K | Cut−$13K |
| Pinnacle Financial Partners, Inc. | 10.9K | $1.01M | $8.74K | Added$20K |
| McKinley Carter Wealth Services, Inc. | 10.6K | $981.4K | $8.58K | Added$8.58K |
| Prospera Financial Services Inc | 10.3K | $951.2K | $8.31K | Added$8.31K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 10.2K | $945K | — | New |
| Kohmann Bosshard Financial Services, LLC | 9.4K | $870.9K | $7.61K | Added$7.61K |
| FIFTH THIRD BANCORP | 9.1K | $843.6K | $5.4K | Added$231.4K |
| Tower Research Capital LLC (TRC) | 9.07K | $840.5K | — | New |
| SMART Wealth LLC | 8.96K | $830.2K | $7.1K | Added$27.8K |
| SCS Capital Management LLC | 8.85K | $820.2K | $7.17K | Added$7.17K |
| Geneos Wealth Management Inc. | 8.6K | $796.7K | $6.95K | Cut−$49.7K |
| Quantum Portfolio Management LLC | 8.36K | $774.3K | $6.77K | Added$5.94K |
| Smartleaf Asset Management LLC | 8.51K | $773.2K | −$13.6K | Cut−$13.6K |
| Mason & Associates Inc | 8.42K | $765K | −$8.5K | Cut−$8.5K |
| VICTORY FINANCIAL GROUP, LLC | 8.19K | $759.3K | $6.59K | Added$12.2K |
| Farther Finance Advisors, LLC | 7.92K | $737.7K | $9.76K | Added$37.2K |
| Merit Financial Group, LLC | 7.65K | $709.1K | $6.2K | Added$6.2K |
| CITIGROUP INC | 7.61K | $704.8K | $1.07K | Added$583.6K |
| CAPTRUST FINANCIAL ADVISORS | 7.55K | $699.4K | $6.08K | Added$10.3K |
| Quantinno Capital Management LP | 7.32K | $678.7K | $5.93K | Cut−$6.19K |
| OneDigital Investment Advisors LLC | 7.15K | $662.9K | $5.78K | Added$7.82K |
| Kelly Financial Services LLC | 7.1K | $657.6K | $5.75K | Cut−$129.9K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 7.08K | $655.9K | $5.21K | Added$65.6K |
| Index Technologies Group LLC | 6.87K | $636.5K | $5.56K | Added$5.01K |
| Gibbs Wealth Management | 6.75K | $625.1K | — | New |
| JANE STREET GROUP, LLC | 6.75K | $625.1K | — | New |
| CATALYST FINANCIAL PARTNERS LLC | 6.52K | $604.1K | — | New |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 6.21K | $575.8K | $957 | Added$467.2K |
| FRANKLIN RESOURCES INC | 6.09K | $564.8K | $4.94K | Cut−$160.4K |
| Networth Advisors, LLC | 5.85K | $542K | $4.74K | Cut−$30.7K |
| GenWealth Group, Inc. | 5.84K | $540.8K | −$9.05K | Cut−$9.05K |
| Confluence Wealth Services, Inc. | 5.5K | $509.3K | $4.45K | Cut−$34.9K |
| FSA Advisors, Inc. | 5.46K | $505.5K | — | New |
| Arvest Bank Trust Division | 5.37K | $497.8K | — | New |
| Rothschild Wealth LLC | 5.17K | $478.7K | $1.84K | Added$270.5K |
| KFA Private Wealth Group, LLC | 5.14K | $476K | $2.19K | Added$227.7K |
| Advyzon Investment Management, LLC | 5.04K | $467.5K | $4.12K | Cut−$85.1K |
| Align Financial, LLC | 4.99K | $462.5K | $457.5K | Added$34.2K |
| TOWER BRIDGE ADVISORS | 4.9K | $454.1K | — | New |
| Equitable Holdings, Inc. | 4.85K | $445.5K | −$0 | Cut−$248.2K |
| MBL Wealth, LLC | 4.8K | $444.8K | $3.89K | Cut−$14.5K |
| BANK OF MONTREAL /CAN/ | 4.75K | $440.6K | $3.85K | Added$3.85K |
| Linden Thomas Advisory Services, LLC | 4.75K | $440K | $3.85K | Cut−$1.49M |
| Citadel | 4.59K | $425.4K | $3.72K | Cut−$1.13M |
| SIMA Wealth Partners, LLC | 4.54K | $420.4K | $3.68K | Added$3.67K |
| Leo Wealth, LLC | 4.45K | $412.6K | $3.56K | Cut−$33K |
| Vantage Point Financial LLC | 4.41K | $408.4K | $3.61K | Cut−$6.4K |
| GLENMEDE TRUST CO NA | 4.4K | $407.7K | $3.56K | Added$3.56K |
| BROWN BROTHERS HARRIMAN & CO | 4.33K | $401.3K | $3.51K | Cut−$18K |
| Laurel Wealth Advisors LLC | 3.9K | $396.9K | $38.7K | Added$38.7K |
| BlackRock, Inc. | 4.21K | $390.5K | $3.41K | Added$3.41K |
| REAP Financial Group, LLC | 4.17K | $386.1K | $3.35K | Cut−$13.3K |
| MAI Capital Management | 4.07K | $376.8K | $3.16K | Added$21.4K |
| M&T Bank Corp | 4K | $371K | $3.24K | Cut−$65.7K |
| BLAIR WILLIAM & CO/IL | 3.81K | $352.9K | $2.87K | Added$27.4K |
| Pallas Capital Advisors LLC | 3.77K | $349.2K | $3.05K | Added$3.05K |
| Icahn Capital | 3.77K | $349.2K | $3.05K | Cut−$189.3K |
| Yoder Wealth Management, Inc. | 3.74K | $346.7K | $3.03K | Added$3.03K |
| JFS WEALTH ADVISORS, LLC | 3.68K | $340.7K | $872 | Added$241.7K |
| Atria Investments, Inc | 3.58K | $332.1K | $2.9K | Cut−$103.3K |
| SILVERLAKE WEALTH MANAGEMENT LLC | 3.54K | $328K | $2.85K | Added$4.89K |
| Meridian Wealth Management, LLC | 3.52K | $325.9K | $2.78K | Cut−$27.9K |
| OpenArc Corporate Advisory, LLC | 3.5K | $324.7K | — | New |
| Legacy Edge Advisors, LLC | 3.42K | $317.1K | $2.31K | Added$55.5K |
| Cyndeo Wealth Partners, LLC | 3.41K | $316.1K | $2.76K | Added$2.76K |
| Composition Wealth, LLC | 3.4K | $315.3K | $2.76K | Added$643 |
| CreativeOne Wealth, LLC | 3.4K | $314.6K | $2.74K | Cut−$8.19K |
| IEQ CAPITAL, LLC | 3.28K | $303.7K | $2.65K | Added$2.65K |
| Sigma Planning Corp | 3.11K | $288K | $2.5K | Cut−$60.1K |
| Prosperity Consulting Group, LLC | 3.1K | $287.7K | $2.52K | Added$2.52K |
| Synergy Asset Management, LLC | 3.1K | $287.2K | $2.51K | Cut−$1.72K |
| SAGESPRING WEALTH PARTNERS, LLC | 3.09K | $286K | $2.5K | Added$2.5K |
| EVOKE WEALTH, LLC | 3.08K | $285.6K | $2.48K | Added$3.41K |
| DIVERSIFIED TRUST CO | 3.07K | $284.7K | $2.49K | Added$2.49K |
| 1832 Asset Management L.P. | 3.04K | $282.2K | $2.47K | Added$2.47K |
| Parallel Advisors, LLC | 3.03K | $280.9K | $2.45K | Added$2.46K |
| PRIVATE TRUST CO NA | 3.02K | $279.6K | $2.44K | Added$2.44K |
| TWO SIGMA SECURITIES, LLC | 2.93K | $271.9K | — | New |
| Argent Trust Co | 2.82K | $261.5K | $2.29K | Added$2.29K |
| Focus Partners Wealth | 2.79K | $258.1K | $2.26K | Added$2.26K |
| Financial Engines Advisors L.L.C. | 2.74K | $254.3K | $2.22K | Added$2.22K |
| LifePlan Investment Advisors, Inc. | 2.72K | $252.3K | $2.21K | Cut−$29.1K |
| MARIPAU WEALTH MANAGEMENT LLC | 2.71K | $250.9K | $2.19K | Cut−$39.1K |
| Cerity Partners LLC | 2.64K | $244.8K | $2.15K | Cut−$40.1K |
| Steward Partners Investment Advisory, LLC | 2.62K | $242.6K | $1.51K | Added$71.5K |
| LaSalle St. Investment Advisors, LLC | 2.57K | $238.2K | — | New |
| One Wealth Advisors, LLC | 2.56K | $236.8K | $2.07K | Added$2.07K |
| ANCHOR CAPITAL ADVISORS LLC | 2.54K | $235.4K | $2.06K | Added$2.06K |
| Creative Planning | 2.48K | $230.3K | $2.02K | Cut−$30.3K |
| Sequoia Financial Advisors, LLC | 2.45K | $227.4K | — | New |
| REGIONS FINANCIAL CORP | 2.42K | $224.1K | $1.96K | Added$1.96K |
| Perennial Investment Advisors, LLC | 2.42K | $223.8K | $1.96K | Added$1.96K |
| BLB&B Advisors, LLC | 2.39K | $221.2K | $1.93K | Added$1.93K |
| Blue Trust, Inc. | 2.37K | $219.8K | $1.92K | Cut−$71K |
| Cordatus Wealth Management LLC | 2.35K | $218K | $1.91K | Added$1.91K |
| MGO ONE SEVEN LLC | 2.3K | $213.4K | $1.87K | Cut−$12.7K |
| PACIFIC FINANCIAL GROUP INC | 2.26K | $209.2K | $1.81K | Cut−$9.86K |
| Colonial River Investments, LLC | 2.22K | $205.7K | — | New |
| Parvin Asset Management, LLC | 2.2K | $203.6K | $1.78K | Added$1.78K |
| DUDLEY CAPITAL MANAGEMENT, LLC | 2.19K | $203.4K | — | New |
| US BANCORP \DE\ | 2.13K | $197K | $1.72K | Cut−$85.7K |
| EASTERN BANK | 1.99K | $184.7K | $1.61K | Added$1.61K |
| Rossby Financial, LCC | 1.69K | $157.4K | $55 | Added$153.5K |
| Colonial Trust Co / SC | 1.44K | $133K | $1.16K | Added$1.16K |
| Key Financial Inc | 1.4K | $129.3K | $1.13K | Added$1.13K |
| CoreCap Advisors, LLC | 1.39K | $128.3K | $835 | Added$33.5K |
| AlphaCore Capital LLC | 1.36K | $125.8K | $219 | Added$101K |
| AdvisorNet Financial, Inc | 1.18K | $108.9K | $971 | Cut−$26.6K |
| Sound Income Strategies, LLC | 1.13K | $105.2K | −$2.01K | Added$9.44K |
| EFG International AG | 1.11K | $102.9K | $899 | Added$899 |
| EverSource Wealth Advisors, LLC | 1.06K | $98.5K | $819 | Added$4.25K |
| HARBOUR INVESTMENTS, INC. | 1.03K | $95.2K | $664 | Added$19K |
| SouthState Bank Corp | 1.01K | $93.9K | $821 | Added$821 |
| Signature Equity Partners, LLC | 1.01K | $93.2K | $850 | Cut−$22.4K |
| Advisory Services Network, LLC | 862 | $79.9K | — | New |
| MassMutual Private Wealth & Trust, FSB | 775 | $71.8K | $628 | Cut−$20K |
| BOK Financial Private Wealth, Inc. | 745 | $69K | $604 | Added$604 |
| Parkside Financial Bank & Trust | 632 | $58.6K | $512 | Added$512 |
| Qube Research & Technologies Ltd | 599 | $55.5K | $398 | Added$10.3K |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 587 | $54.7K | — | New |
| RICHARDSON FINANCIAL SERVICES INC. | 515 | $47.7K | $417 | Cut−$961 |
| Anchor Investment Management, LLC | 500 | $46.3K | $405 | Added$405 |
| FIRST HORIZON CORP | 421 | $39K | $341 | Added$341 |
| ST GERMAIN D J CO INC | 294 | $27.2K | $238 | Added$238 |
| TIAA Wealth Investment Management LLC | 289 | $26.8K | — | Held |
| Cherry Tree Wealth Management, LLC | 267 | $24.7K | $216 | Added$216 |
| ASSETMARK, INC | 221 | $20.5K | $70 | Added$12.5K |
| Greykasell Wealth Strategies, Inc. | 203 | $18.8K | $164 | Added$164 |
| Allworth Financial LP | 186 | $17.2K | $151 | Added$151 |
| ARMSTRONG ADVISORY GROUP, INC | 171 | $15.8K | — | New |
| BROWN, LISLE/CUMMINGS, INC. | 143 | $13.3K | — | New |
| New Republic Capital, LLC | 140 | $13K | — | New |
| Clarity Asset Management, Inc. | 109 | $10.1K | — | New |
| Clearstead Trust, LLC | 103 | $9.55K | $84 | Added$84 |
| Golden State Wealth Management, LLC | 103 | $9.54K | $83 | Added$83 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | 90 | $8.34K | — | New |
| Cambridge Investment Research Advisors, Inc. | 86.4K | $8.01K | $68 | Added$278 |
| Cornerstone Planning Group LLC | 65 | $6.47K | $262 | Cut−$18.2K |
| MBM WEALTH CONSULTANTS, LLC | 68 | $6.3K | — | New |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 67 | $6.21K | — | New |
| Spire Wealth Management | 54 | $5K | — | New |
| TRUST CO OF TOLEDO NA /OH/ | 48 | $4.45K | $39 | Added$39 |
| EVOLUTION WEALTH MANAGEMENT INC. | 47 | $4.36K | $38 | Added$38 |
| Western Wealth Management, LLC | 29 | $2.69K | — | New |
| Aptus Capital Advisors, LLC | 28 | $2.6K | $23 | Added$23 |
| Root Financial Partners, LLC | 26 | $2.41K | $21 | Added$21 |