| BANK OF AMERICA CORP /DE/ | 2.17M | $106.1M | −$1.55M | Cut−$1.15M |
| AE Wealth Management LLC | 1.3M | $63.8M | −$878K | Added$3.12M |
| AMERIPRISE FINANCIAL INC | 541.1K | $26.5M | −$305.3K | Added$5.15M |
| Focus Financial Network, Inc. | 254.2K | $12.4M | −$174.6K | Added$382.8K |
| RETIREMITTEN FINANCIAL LLC | 253.5K | $12.4M | — | Held |
| Cedar Mountain Advisors, LLC | 243.9K | $11.9M | −$171.4K | Added$103.5K |
| BlackRock, Inc. | 205.4K | $10.1M | −$141.1K | Added$308K |
| Verde Capital Management | 174.6K | $8.55M | −$125.5K | Cut−$519K |
| WELLS FARGO & COMPANY/MN | 171.3K | $8.39M | −$123.1K | Cut−$237.5K |
| UBS Group AG | 170.3K | $8.34M | −$122.4K | Cut−$184.1K |
| LPL Financial LLC | 133.5K | $6.54M | −$82.3K | Added$853.3K |
| MORGAN STANLEY | 122.8K | $6.01M | −$88.3K | Cut−$143.4K |
| ETF Portfolio Partners, Inc. | 105K | $5.14M | −$75.5K | Cut−$386.2K |
| Arkadios Wealth Advisors | 91.7K | $4.49M | −$51.8K | Added$912.4K |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 83.4K | $4.09M | −$60K | Cut−$85.5K |
| Cetera Investment Advisers | 82.5K | $4.04M | −$59.3K | Cut−$1.3M |
| ENVESTNET ASSET MANAGEMENT INC | 76.5K | $3.75M | −$55K | Cut−$470.2K |
| CreativeOne Wealth, LLC | 71.9K | $3.52M | −$49.2K | Added$123K |
| KEYBANK NATIONAL ASSOCIATION/OH | 68.4K | $3.35M | −$49.1K | Cut−$49.1K |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | 65.7K | $3.22M | −$42.6K | Added$271.6K |
| JONES FINANCIAL COMPANIES LLLP | 56K | $2.7M | −$55.9K | Added$732.5K |
| RAYMOND JAMES FINANCIAL INC | 49.5K | $2.42M | −$35.6K | Cut−$321.5K |
| Wealthfront Advisers LLC | 47.8K | $2.34M | −$33.3K | Added$45K |
| Independent Wealth Network Inc. | 46.9K | $2.3M | −$33.7K | Cut−$3.87M |
| Equitable Holdings, Inc. | 38.9K | $1.93M | −$222 | Added$1.08M |
| Citadel | 38.9K | $1.91M | — | New |
| Sound Income Strategies, LLC | 39K | $1.9M | −$37.6K | Added$290.5K |
| TOUNJIAN ADVISORY PARTNERS, LLC | 37.5K | $1.84M | −$27K | Cut−$79.5K |
| ROYAL BANK OF CANADA | 35K | $1.71M | −$24.4K | Cut−$345K |
| Prospera Financial Services Inc | 33.7K | $1.65M | −$24.1K | Cut−$176K |
| Goldstone Financial Group, LLC | 29.8K | $1.46M | −$21.4K | Cut−$281.9K |
| JPMORGAN CHASE & CO | 23.6K | $1.15M | −$21.9K | Cut−$73.8K |
| Cresta Advisors, Ltd. | 22.6K | $1.11M | −$16.2K | Cut−$16.2K |
| Elevated Capital Advisors, LLC | 21.1K | $1.03M | −$15.2K | Cut−$173.4K |
| MML INVESTORS SERVICES, LLC | 20K | $979.2K | −$14.4K | Cut−$60.6K |
| Summit Wealth Partners, LLC | 16.9K | $827.5K | −$12.2K | Cut−$120.2K |
| Safeguard Investment Advisory Group, LLC | 15.2K | $744.2K | −$11K | Cut−$77.7K |
| JANE STREET GROUP, LLC | 13.9K | $679.8K | −$9.3K | Added$37.3K |
| VestGen Advisors, LLC | 11.5K | $560.7K | — | New |
| COMMONWEALTH EQUITY SERVICES, LLC | 11.1K | $545.3K | −$6.98K | Added$64.3K |
| Latitude Advisors, LLC | 10.2K | $497.1K | −$7.29K | Cut−$8.28K |
| GWN SECURITIES INC. | 9.25K | $453K | −$6.5K | Added$844 |
| Private Advisor Group, LLC | 9.01K | $441.4K | −$6.26K | Added$8.78K |
| Sanctuary Advisors, LLC | 8.23K | $402.9K | −$5.92K | Cut−$485.8K |
| OSAIC HOLDINGS, INC. | 7.85K | $384.3K | −$5.89K | Cut−$39.3K |
| Triad Wealth Partners, LLC | 7.07K | $346.5K | — | New |
| Advisory Services Network, LLC | 6.93K | $339.7K | — | New |
| Crescent Grove Advisors, LLC | 6.76K | $331.4K | −$4.86K | Cut−$4.86K |
| TD PRIVATE CLIENT WEALTH LLC | 6.23K | $305.3K | −$3.89K | Added$36.2K |
| PLANWISER FINANCIAL, LLC | 6.11K | $302.3K | −$2.2K | Cut−$2.39M |
| Winter & Associates, Inc. | 4.82K | $236.3K | −$3.21K | Cut−$2.87K |
| Focus Partners Advisor Solutions, LLC | 4.82K | $236K | −$3.5K | Cut−$3.11K |
| &PARTNERS | 4.6K | $225.3K | $29.4K | Cut−$9.57K |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 4.6K | $224.4K | −$4.04K | Cut−$232.3K |
| Grey Fox Wealth Advisors, LLC | 4.55K | $222.8K | −$3.27K | Cut−$657.1K |
| PlanVest Financial, Inc | 3.5K | $171.4K | — | Held |
| FIFTH THIRD BANCORP | 3.29K | $161.3K | — | New |
| CITIGROUP INC | 2.82K | $138K | −$2.03K | Cut−$56.6K |
| FINANCIAL CONSULATE, INC | 1.75K | $85.9K | −$1.25K | Cut−$565 |
| SHP Wealth Management | 1.71K | $83.6K | −$1.15K | Cut−$218K |
| Geneos Wealth Management Inc. | 1.56K | $76.5K | −$1.09K | Cut−$504 |
| NATIONAL BANK OF CANADA /FI/ | 1.22K | $59.8K | −$841 | Cut−$841 |
| CWM, LLC | 1.14K | $55.8K | $55.8K | Added$55.8K |
| Decker Retirement Planning Inc. | 1.13K | $55.5K | −$815 | Cut−$815 |
| IFP Advisors, Inc | 1.04K | $51.1K | −$690 | Added$3.38K |
| Quest 10 Wealth Builders, Inc. | 444 | $21.7K | −$26 | Added$20K |
| BANK OF MONTREAL /CAN/ | 385 | $18.9K | −$277 | Cut−$277 |
| HUNTINGTON NATIONAL BANK | 285 | $14K | — | New |
| Steward Partners Investment Advisory, LLC | 250 | $12.2K | −$180 | Cut−$180 |
| Rossby Financial, LCC | 208 | $10.2K | −$182 | Cut−$182 |
| Crews Bank & Trust | 193 | $9.45K | −$139 | Cut−$139 |
| MAI Capital Management | 144 | $7.05K | −$103 | Cut−$103 |
| Legacy Wealth Managment, LLC/ID | 87 | $4.26K | −$62 | Cut−$62 |
| Qube Research & Technologies Ltd | 46 | $2.25K | −$33 | Cut−$33 |
| VANGUARD ADVISERS INC | 33 | $1.62K | — | Held |
| Thrivent Financial for Lutherans | 30.4K | $1.49K | — | New |
| Betterment LLC | 25.4K | $1.25K | −$18 | Added$41 |
| Allworth Financial LP | 16 | $784 | −$12 | Cut−$12 |
| Spurstone Advisory Services, LLC | 14 | $686 | −$10 | Cut−$10 |
| Bogart Wealth, LLC | 12 | $588 | −$8 | Cut−$8 |
| Cambridge Investment Research Advisors, Inc. | 9.91K | $485 | −$7 | Added$26 |
| TSFG, LLC | 6.21K | $304 | −$5 | Cut−$60 |
| Fidelity | 5 | $227 | −$22 | Cut−$4.11K |
| Godfrey Financial Associates, Inc. | 1 | $50 | −$1 | Cut−$1 |
| Quent Capital, LLC | 1 | $49 | −$1 | Cut−$1 |
| CoreCap Advisors, LLC | 0 | $39 | — | Held |
| Silver Grove Financial Group, Inc. | 0 | $0 | — | New |
| HANTZ FINANCIAL SERVICES, INC. | 0 | $0 | — | Held |