| MORGAN STANLEY | 699.9K | $112.3M | −$7.11M | Cut−$12M |
| BANK OF AMERICA CORP /DE/ | 633.5K | $101.7M | −$6.43M | Cut−$15.1M |
| Gilbert & Cook, Inc. | 516.4K | $82.9M | −$5.17M | Cut−$4.03M |
| TOMPKINS FINANCIAL CORP | 498.9K | $80.1M | −$5.06M | Cut−$17.4M |
| Richmond Investment Services, LLC | 409.9K | $65.8M | −$4.02M | Cut−$1.86M |
| LPL Financial LLC | 377.8K | $60.6M | −$2.88M | Added$12.2M |
| Lido Advisors, LLC | 371.4K | $59.6M | −$3.74M | Cut−$5.6M |
| AMERIPRISE FINANCIAL INC | 353.5K | $56.8M | −$3.5M | Cut−$5.79M |
| COMMERCE BANK | 353.5K | $56.7M | −$1.76M | Added$27.1M |
| FreeGulliver LLC | 215.8K | $34.6M | −$2.19M | Cut−$2.78M |
| Reliant Wealth Planning | 206.9K | $33.2M | −$2.02M | Cut−$774.7K |
| Heck Capital Advisors, LLC | 204.6K | $32.8M | −$2.08M | Cut−$2.08M |
| SEARCY FINANCIAL SERVICES INC /ADV | 182K | $29.2M | −$1.81M | Cut−$1.16M |
| JPMORGAN CHASE & CO | 183.1K | $28.6M | −$2.28M | Added$1.94M |
| ROYAL BANK OF CANADA | 155.8K | $25M | −$1.35M | Added$2.23M |
| George Kaiser Family Foundation | 134.4K | $21.6M | −$1.36M | Cut−$1.36M |
| Prescott Group Capital Management, L.L.C. | 134.4K | $21.6M | −$1.36M | Cut−$1.36M |
| COMMONWEALTH EQUITY SERVICES, LLC | 127K | $20.4M | −$1.01M | Added$3.4M |
| MANCHESTER FINANCIAL INC | 119.6K | $19.2M | −$1.2M | Cut−$1.02M |
| Equitable Holdings, Inc. | 98K | $16.7M | −$1 | Cut−$716.5K |
| OSAIC HOLDINGS, INC. | 89.8K | $14.4M | −$530.2K | Added$5.51M |
| Annex Advisory Services, LLC | 74.1K | $11.9M | −$752K | Cut−$1.05M |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 72.9K | $11.7M | −$740.4K | Cut−$828.5K |
| ARCADIA INVESTMENT ADVISORS LLC | 72.7K | $11.7M | −$735.3K | Cut−$691.7K |
| UBS Group AG | 70.7K | $11.4M | −$694.3K | Cut−$319.8K |
| HighTower Advisors, LLC | 68.4K | $11M | −$693.2K | Cut−$806K |
| Composition Wealth, LLC | 66.3K | $10.7M | −$658.8K | Cut−$3.33M |
| TWO SIGMA INVESTMENTS, LP | 64K | $10.3M | — | New |
| WELLS FARGO & COMPANY/MN | 59K | $9.47M | −$593.3K | Cut−$499K |
| McKinley Carter Wealth Services, Inc. | 57.8K | $9.27M | −$586.7K | Cut−$12.8M |
| FIRST CITIZENS BANK & TRUST CO | 56.7K | $9.1M | −$571.8K | Cut−$513.2K |
| Envestnet Portfolio Solutions, Inc. | 56.7K | $9.1M | −$571.8K | Cut−$513.2K |
| Creative Planning | 54.6K | $8.76M | −$181.7K | Added$5.71M |
| Citadel | 52.2K | $8.38M | −$59.7K | Added$7.37M |
| Stratos Wealth Partners, LTD. | 50.8K | $8.15M | −$515.6K | Cut−$772.6K |
| Capital Developers, LLC | 50K | $8.03M | −$507.7K | Cut−$591.5K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 48.7K | $7.82M | −$118.6K | Added$5.82M |
| Merit Financial Group, LLC | 41.3K | $6.62M | −$418.7K | Cut−$460.2K |
| Integrated Wealth Concepts LLC | 41K | $6.58M | −$386.8K | Added$78.4K |
| ShoreHaven Wealth Partners, LLC | 39.2K | $6.29M | −$388.9K | Cut−$244.3K |
| Veridan Wealth LLC | 36.6K | $5.87M | −$368.1K | Cut−$320.1K |
| Cetera Investment Advisers | 36.4K | $5.84M | −$358K | Cut−$179.1K |
| Strategic Equity Management | 35K | $5.61M | −$355K | Cut−$726.6K |
| Holos Integrated Wealth LLC | 32.9K | $5.36M | −$257.1K | Cut−$721.1K |
| Waverly Advisors, LLC | 33.3K | $5.35M | −$318.7K | Cut−$7.09K |
| FIRST AMERICAN TRUST, FSB | 33.1K | $5.31M | −$322.4K | Cut−$108.7K |
| VOYA INVESTMENT MANAGEMENT LLC | 32.5K | $5.21M | −$329.5K | Cut−$1.89M |
| Kestra Advisory Services, LLC | 30.3K | $4.86M | −$307.7K | Cut−$504.3K |
| RAYMOND JAMES FINANCIAL INC | 29.8K | $4.78M | −$232.8K | Added$868.3K |
| OXFORD FINANCIAL GROUP, LTD. LLC | 29.1K | $4.67M | −$295.5K | Cut−$319.7K |
| GOLDMAN SACHS GROUP INC | 28.4K | $4.55M | −$287.9K | Cut−$4.95M |
| Valmark Advisers, Inc. | 26.9K | $4.31M | −$273K | Cut−$414.9K |
| GREAT VALLEY ADVISOR GROUP, INC. | 26.8K | $4.29M | −$263.1K | Cut−$128K |
| Cresset Asset Management, LLC | 24.7K | $3.97M | −$251.1K | Cut−$251.1K |
| Wealthfront Advisers LLC | 22.2K | $3.56M | −$194.3K | Added$292.4K |
| Grant Street Asset Management, Inc. | 22K | $3.53M | −$223.5K | Cut−$285.8K |
| Winter & Associates, Inc. | 20.1K | $3.27M | −$106.1K | Added$988.9K |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 20.3K | $3.26M | −$206K | Cut−$293K |
| Focus Partners Advisor Solutions, LLC | 20.1K | $3.23M | −$137.9K | Added$908.9K |
| Noble Family Wealth, LLC | 20K | $3.21M | −$203.2K | Cut−$543.1K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 19.8K | $3.18M | −$201.2K | Cut−$258.8K |
| SOA Wealth Advisors, LLC. | 18.8K | $3.02M | −$190.7K | Cut−$240K |
| Mariner, LLC | 18.2K | $2.92M | −$184.6K | Cut−$215.2K |
| Mason & Associates, LLC | 17.9K | $2.87M | −$181.3K | Cut−$215.8K |
| CWM, LLC | 16.8K | $2.7M | $1.15M | Added$2.7M |
| MERCER GLOBAL ADVISORS INC /ADV | 15.2K | $2.43M | −$153.6K | Cut−$146.2K |
| Legacy Advisory Services, LLC | 14.6K | $2.35M | −$145.1K | Cut−$92K |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 14.6K | $2.34M | −$148.3K | Cut−$150.4K |
| MONEYWISE, INC. | 14.5K | $2.32M | −$85.5K | Added$886.2K |
| Boyd Wealth Management, LLC | 14.1K | $2.26M | −$142.9K | Cut−$145K |
| ENVESTNET ASSET MANAGEMENT INC | 13.9K | $2.23M | −$111.5K | Added$356.9K |
| Bison Wealth, LLC | 12.1K | $2.23M | $291.7K | Added$291.7K |
| Family Capital Management, Inc. | 13.8K | $2.22M | −$140.3K | Cut−$293.2K |
| Fidelity | 13.5K | $2.16M | −$129.6K | Cut−$15.3K |
| Forefront Wealth Partners, LLC | 13K | $2.09M | −$108.9K | Added$259.2K |
| REDSTONE WEALTH MANAGEMENT, LLC | 12.9K | $2.07M | −$130.9K | Cut−$584.1K |
| Compton Wealth Advisory Group, LLC | 12.7K | $2.05M | −$111.5K | Cut−$149.9K |
| MML INVESTORS SERVICES, LLC | 12.6K | $2.02M | −$127.8K | Cut−$234.1K |
| GeoWealth Management, LLC | 12.5K | $2M | −$126.4K | Cut−$372.1K |
| STIFEL FINANCIAL CORP | 11.4K | $1.83M | −$115.7K | Cut−$149.4K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 10.1K | $1.64M | −$107K | Cut−$457.3K |
| PATTEN & PATTEN INC/TN | 9.91K | $1.59M | −$100.6K | Cut−$100.6K |
| SILVER OAK SECURITIES, INCORPORATED | 9.72K | $1.56M | −$109.8K | Cut−$667.5K |
| FLAGSHIP HARBOR ADVISORS, LLC | 9.38K | $1.51M | −$46.4K | Added$727K |
| Fifth Third Securities, Inc. | 8.64K | $1.39M | −$80.9K | Added$27.8K |
| GRANITE ISLANDS PRIVATE WEALTH, LLC | 8.57K | $1.38M | −$60.4K | Added$359.9K |
| GTS SECURITIES LLC | 8.34K | $1.34M | −$25.9K | Added$903.3K |
| Focus Partners Wealth | 8.04K | $1.29M | −$72.2K | Added$75.7K |
| Avior Wealth Management, LLC | 7.94K | $1.27M | −$80.6K | Cut−$128.4K |
| COZAD ASSET MANAGEMENT INC | 7.84K | $1.26M | −$78K | Cut−$50.8K |
| PRINCIPAL SECURITIES, INC. | 7.54K | $1.21M | −$76.5K | Cut−$144.4K |
| Private Advisor Group, LLC | 7.48K | $1.2M | −$75.8K | Cut−$108.2K |
| Summit Trail Advisors, LLC | 7.31K | $1.17M | — | New |
| Procyon Advisors, LLC | 7.04K | $1.13M | −$71.4K | Cut−$86.8K |
| Keystone Financial Group | 6.26K | $1M | — | New |
| Aureus Asset Management, LLC | 6K | $962.9K | −$60.9K | Cut−$60.9K |
| Asset Allocation Strategies LLC | 5.96K | $955.7K | −$60.4K | Cut−$118.4K |
| Vise Technologies, Inc. | 5.55K | $947.7K | $0 | Held |
| McAdam, LLC | 5.57K | $893.2K | −$56.5K | Cut−$156.3K |
| MAI Capital Management | 5.53K | $887K | −$55.8K | Cut−$51.6K |
| Summit Financial, LLC | 5.34K | $857.6K | −$54.2K | Cut−$89.2K |
| CAHABA WEALTH MANAGEMENT, INC. | 5.27K | $845.6K | −$53.5K | Cut−$53.4K |
| Breakwater Capital Group | 5.07K | $813.7K | −$44.4K | Added$67.5K |
| Farther Finance Advisors, LLC | 4.96K | $802.3K | −$43.6K | Cut−$93.1K |
| PKS Advisory Services, LLC | 4.51K | $723.6K | −$45.8K | Cut−$86.6K |
| BlackRock, Inc. | 4.45K | $713.5K | −$3.98K | Added$645.8K |
| Concurrent Investment Advisors, LLC | 4.36K | $699.4K | −$34K | Added$127.4K |
| Forum Private Client Group LLC | 4.35K | $697.9K | −$44.1K | Cut−$67.4K |
| Stokes Family Office, LLC | 4.33K | $694.9K | −$44K | Cut−$44K |
| Stone Wealth Partners | 4.3K | $689.9K | −$43.6K | Cut−$43.6K |
| Perissos Private Wealth Management, LLC | 4.08K | $654.4K | — | New |
| NORTHERN TRUST CORP | 4.02K | $645K | −$40.8K | Cut−$69.5K |
| MONECO ADVISORS, LLC | 3.93K | $630.7K | −$39.9K | Cut−$39.9K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 3.92K | $628.5K | −$36.2K | Added$20.7K |
| Efficient Advisors, LLC | 3.88K | $622.8K | −$37.5K | Cut−$6.19K |
| Gladstone Institutional Advisory LLC | 3.8K | $609.3K | −$24.8K | Added$191.8K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 3.69K | $592.1K | −$25.8K | Added$159.2K |
| Investors Research Corp | 3.5K | $561.4K | −$30.9K | Added$43.4K |
| Bank of New York Mellon Corp | 3.2K | $513.7K | −$30.9K | Cut−$7.31K |
| AFT, FORSYTH & COMPANY, INC. | 3.16K | $507.1K | −$31.9K | Cut−$31.9K |
| Newbridge Financial Services Group, Inc. | 3.08K | $494.8K | −$31.3K | Cut−$75.7K |
| Clear Creek Financial Management, LLC | 3.07K | $493.2K | −$31.2K | Cut−$177.8K |
| Sanctuary Advisors, LLC | 3.01K | $483.4K | −$30.6K | Cut−$70.7K |
| Stronghold Wealth Management L.L.C. | 2.94K | $471.6K | −$29.8K | Cut−$33.2K |
| DAVENPORT & Co LLC | 2.87K | $459.7K | −$27.4K | Cut−$99 |
| Geneos Wealth Management Inc. | 2.79K | $447.7K | −$28.3K | Cut−$28.3K |
| Jackson Wealth Management, LLC | 2.69K | $432K | −$26.2K | Cut−$1K |
| Corient Private Wealth LLC | 2.63K | $421.4K | −$26.7K | Cut−$90.5K |
| Secure Asset Management, LLC | 2.53K | $406.6K | −$25.1K | Cut−$14.6K |
| Alpine Bank Wealth Management | 2.5K | $401.2K | −$25.4K | Cut−$25.4K |
| Bouchey Financial Group Ltd | 2.23K | $374.5K | −$5.8K | Cut−$5.8K |
| Ascent Group, LLC | 2.33K | $373.4K | — | New |
| Michels Family Financial, LLC | 2.33K | $373.3K | −$23.5K | Cut−$25.4K |
| Ethos Financial Group, LLC | 2.28K | $365.6K | −$23.1K | Cut−$102.8K |
| Resolute Advisors LLC | 2.27K | $364.6K | −$23K | Cut−$22.2K |
| HUNTINGTON NATIONAL BANK | 2.26K | $362K | −$22.9K | Cut−$72.7K |
| Kendall Capital Management | 2.23K | $357.1K | −$22.6K | Cut−$33.7K |
| TSA Wealth Managment LLC | 2.16K | $347.1K | — | New |
| CAPTRUST FINANCIAL ADVISORS | 2.14K | $344.1K | −$21.7K | Cut−$194.4K |
| MARSHALL WACE, LLP | 2.01K | $321.9K | — | New |
| Capital Investment Advisory Services, LLC | 2K | $321K | −$20.3K | Cut−$20.3K |
| GenWealth Group, Inc. | 2K | $320.6K | −$23.9K | Cut−$25K |
| CFS Investment Advisory Services, LLC | 1.73K | $304.5K | — | New |
| Expressive Wealth LLC | 1.65K | $299.8K | $18.8K | Cut−$750.4K |
| Claro Advisors Inc. | 1.86K | $297.8K | — | New |
| SPIRIT OF AMERICA MANAGEMENT CORP/NY | 1.74K | $294.3K | −$5.63K | Cut−$5.12K |
| Cornerstone Wealth Management, LLC | 1.8K | $289.7K | −$18.3K | Cut−$18.3K |
| Kelly Financial Services LLC | 1.76K | $282.8K | −$11.9K | Added$73.9K |
| MONETA GROUP INVESTMENT ADVISORS LLC | 1.71K | $274K | −$17.3K | Cut−$17.3K |
| CreativeOne Wealth, LLC | 1.7K | $272.9K | −$17.2K | Cut−$3.41M |
| Orin Green Financial, LLC | 1.67K | $268.6K | −$17K | Cut−$30K |
| NWF Advisory Services Inc. | 1.64K | $262.5K | −$16.6K | Cut−$20K |
| Yanni & Associates Investment Advisors, LLC | 1.56K | $251.1K | −$15.9K | Cut−$34.8K |
| Octavia Wealth Advisors, LLC | 1.5K | $240.1K | −$15.2K | Cut−$15.2K |
| DIVERSIFIED TRUST CO | 1.48K | $238.2K | — | New |
| Crumly & Associates Inc. | 1.47K | $235.3K | −$14.9K | Cut−$14.9K |
| TruWealth Advisors, LLC | 1.45K | $233.1K | −$14.7K | Cut−$14.7K |
| TOTH FINANCIAL ADVISORY CORP | 1.44K | $231.1K | −$14.6K | Cut−$110.2K |
| One Wealth Advisors, LLC | 1.43K | $229K | — | New |
| Steward Partners Investment Advisory, LLC | 1.42K | $227.6K | −$13.3K | Added$3.35K |
| Merkkuri Wealth Advisors LLC | 1.36K | $217.7K | −$13.8K | Cut−$13.3K |
| Vann Equity Management LLC | 1.34K | $214.7K | — | Held |
| PAX Financial Group, LLC | 1.31K | $211K | — | New |
| FIFTH THIRD BANCORP | 1.15K | $184.6K | — | New |
| Destiny Wealth Partners, LLC | 880 | $141.2K | — | New |
| IFP Advisors, Inc | 803 | $128.9K | −$3.24K | Added$74.4K |
| MassMutual Private Wealth & Trust, FSB | 767 | $123.1K | −$7.79K | Cut−$7.79K |
| Advisory Services Network, LLC | 716 | $115K | — | New |
| JONES FINANCIAL COMPANIES LLLP | 711 | $111.2K | −$10.1K | Cut−$21.2K |
| Comprehensive Financial Planning, Inc./PA | 684 | $109.9K | −$6.86K | Cut−$6.7K |
| HARBOUR INVESTMENTS, INC. | 646 | $103.7K | −$6.56K | Cut−$6.56K |
| ASSETMARK, INC | 644 | $103.3K | −$6.54K | Cut−$8.24K |
| UMB Bank, n.a. | 640 | $102.7K | −$6.5K | Cut−$6.5K |
| Qube Research & Technologies Ltd | 611 | $98.1K | −$6.2K | Cut−$57.6K |
| Pinnacle Bancorp, Inc. | 537 | $86.2K | −$5.45K | Cut−$5.45K |
| VANGUARD ADVISERS INC | 537 | $86.1K | — | Held |
| First Pacific Financial | 532 | $85.3K | −$5.36K | Cut−$5.2K |
| AdvisorNet Financial, Inc | 508 | $81.5K | −$5.16K | Cut−$5.16K |
| PRIVATE TRUST CO NA | 480 | $77K | −$4.87K | Cut−$4.87K |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 342 | $54.9K | −$3.47K | Cut−$7.23K |
| Atlantic Union Bankshares Corp | 336 | $53.9K | −$3.41K | Cut−$3.41K |
| NATIONAL BANK OF CANADA /FI/ | 313 | $50.3K | −$681 | Added$38.5K |
| US BANCORP \DE\ | 292 | $46.9K | −$2.96K | Cut−$2.96K |
| Allworth Financial LP | 282 | $45.3K | −$2.8K | Cut−$2.8K |
| TWIN PEAKS WEALTH ADVISORS, LLC | 261 | $41.9K | — | New |
| AE Wealth Management LLC | 244 | $39.1K | −$2.48K | Cut−$2.48K |
| Missouri Trust & Investment Co | 185 | $29.7K | — | New |
| Federation des caisses Desjardins du Quebec | 173 | $27.8K | −$1.75K | Cut−$1.75K |
| ESL Trust Services, LLC | 161 | $25.8K | −$1.63K | Cut−$1.63K |
| PNC Financial Services Group, Inc. | 150 | $24.1K | — | New |
| HHM Wealth Advisors, LLC | 150 | $24.1K | −$1.52K | Cut−$1.52K |
| GAMMA Investing LLC | 150 | $24.1K | — | New |
| Godfrey Financial Associates, Inc. | 140 | $22.5K | −$1.42K | Cut−$1.42K |
| Nova Wealth Management, Inc. | 140 | $22.5K | −$1.42K | Cut−$1.42K |
| BLAIR WILLIAM & CO/IL | 140 | $22.5K | −$1.42K | Cut−$1.42K |
| Costello Asset Management, INC | 131 | $20.9K | −$1.33K | Cut−$1.32K |
| Cambridge Investment Research Advisors, Inc. | 128.9K | $20.7K | −$1.25K | Cut−$378 |
| BANK OF MONTREAL /CAN/ | 128 | $20.5K | −$1.41K | Cut−$1.25K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 123 | $19.7K | −$1.25K | Cut−$1.25K |
| Tower Research Capital LLC (TRC) | 112 | $18K | — | New |
| BOKF, NA | 108 | $17.3K | −$1.1K | Cut−$2.21M |
| LRI Investments, LLC | 83 | $13.3K | −$842 | Cut−$842 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 78 | $12.5K | — | New |
| Glass Jacobson Investment Advisors llc | 69 | $11K | −$674 | Cut−$674 |
| MATHER GROUP, LLC. | 63 | $10.1K | — | New |
| Larson Financial Group LLC | 56 | $9K | −$567 | Cut−$567 |
| EverSource Wealth Advisors, LLC | 56 | $8.99K | −$568 | Cut−$568 |
| Ashton Thomas Private Wealth, LLC | 52 | $8.35K | — | New |
| Elevated Capital Advisors, LLC | 46 | $7.38K | −$467 | Cut−$467 |
| Nicollet Investment Management, Inc. | 40.3K | $6.47K | −$409 | Cut−$1.66K |
| THOROUGHBRED FINANCIAL SERVICES, LLC | 33.1K | $5.32K | −$260 | Added$959 |
| Wilmington Savings Fund Society, FSB | 23 | $3.69K | −$233 | Cut−$233 |
| Capital Analysts, LLC | 19.6K | $3.14K | −$179 | Added$124 |
| JFS WEALTH ADVISORS, LLC | 17 | $2.73K | — | New |
| Sterling Capital Management LLC | 17 | $2.73K | −$173 | Cut−$173 |
| SIGNATUREFD, LLC | 14 | $2.25K | −$142 | Cut−$142 |
| Aptus Capital Advisors, LLC | 13 | $2.09K | −$132 | Cut−$132 |
| Keating Financial Advisory Services, Inc. | 9 | $1.44K | −$92 | Cut−$92 |
| Russell Investments Group, Ltd. | 5 | $802 | −$51 | Cut−$6.54K |
| FLOW TRADERS U.S. LLC | 4.2K | $674 | — | New |
| CENTAURUS FINANCIAL, INC. | 2.49K | $400 | −$25 | Cut−$123 |
| Envision Financial Transparency, LLC | 2.05K | $329 | — | Held |
| Ankerstar Wealth, LLC | 2 | $321 | −$20 | Cut−$20 |
| HRT FINANCIAL LP | 1.51K | $242 | — | New |