| MERCER GLOBAL ADVISORS INC /ADV | 1.72M | $43.6M | −$139.2K | Cut−$9.61M |
| BANK OF AMERICA CORP /DE/ | 1.54M | $39M | −$107.9K | Added$4.69M |
| Clearstead Advisors, LLC | 979.9K | $24.8M | −$76.2K | Added$621K |
| HighTower Advisors, LLC | 732.9K | $18.6M | −$58.7K | Cut−$385.8K |
| LBMC INVESTMENT ADVISORS, LLC | 487.5K | $12.4M | −$33.5K | Added$1.69M |
| WELLS FARGO & COMPANY/MN | 421.3K | $10.7M | −$31.3K | Added$730K |
| Paradiem, LLC | 396.4K | $10M | — | New |
| US BANCORP \DE\ | 383.6K | $9.73M | −$30.7K | Cut−$61.7K |
| Lido Advisors, LLC | 347.3K | $8.81M | −$17.5K | Added$6.07M |
| Kathmere Capital Management, LLC | 272.8K | $6.92M | −$21.8K | Cut−$192.2K |
| RAYMOND JAMES FINANCIAL INC | 255.4K | $6.47M | −$19K | Added$422.2K |
| Praetorian Wealth Management, Inc. | 248.8K | $6.31M | −$10.3K | Added$1.09M |
| LPL Financial LLC | 247.2K | $6.27M | −$15.6K | Added$1.32M |
| UBS Group AG | 224.1K | $5.68M | −$17.9K | Cut−$1.91M |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 220.8K | $5.6M | −$12.3K | Added$1.69M |
| MORGAN STANLEY | 182.6K | $4.63M | −$10.9K | Added$1.16M |
| ENVESTNET ASSET MANAGEMENT INC | 177K | $4.49M | — | New |
| STIFEL FINANCIAL CORP | 172.2K | $4.37M | −$13.1K | Added$206K |
| Howland Capital Management LLC | 170K | $4.31M | −$13.4K | Added$50.5K |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 168.1K | $4.25M | −$15K | Added$940.2K |
| Cyndeo Wealth Partners, LLC | 160.8K | $4.08M | −$3.36K | Added$3.01M |
| CENTRAL TRUST Co | 139.8K | $3.54M | −$11.2K | Cut−$125.4K |
| COLDSTREAM CAPITAL MANAGEMENT INC | 134.3K | $3.4M | −$10.1K | Added$187.2K |
| Summit Financial, LLC | 122.7K | $3.11M | −$9.81K | Cut−$793.2K |
| Integrated Wealth Concepts LLC | 115.1K | $2.92M | −$8.32K | Added$272.5K |
| Matthew Goff Investment Advisor, LLC | 124.3K | $2.89M | — | New |
| ROYAL BANK OF CANADA | 112.3K | $2.85M | −$4.83K | Added$992K |
| WOODMONT INVESTMENT COUNSEL LLC | 100.2K | $2.54M | −$8.02K | Cut−$32.7K |
| Parkway Wealth Management Group, LLC | 98K | $2.49M | −$2.77K | Added$152.3K |
| COMMONWEALTH EQUITY SERVICES, LLC | 90.4K | $2.29M | −$4.25K | Added$940.8K |
| ASSETMARK, INC | 89.2K | $2.26M | −$5.31K | Added$574.7K |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 88.9K | $2.25M | −$7.01K | Added$27.9K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 88.2K | $2.24M | −$7.06K | Cut−$333.1K |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 86.7K | $2.2M | −$6.52K | Added$127K |
| Cetera Investment Advisers | 82.7K | $2.1M | −$2.57K | Added$1.28M |
| MOULTON WEALTH MANAGEMENT, INC | 95.5K | $2.08M | — | New |
| Kestra Advisory Services, LLC | 80.4K | $2.04M | −$5.32K | Added$341.5K |
| Sound View Wealth Advisors Group, LLC | 77.3K | $1.96M | −$5.92K | Added$76.6K |
| BENJAMIN EDWARDS INC | 76.6K | $1.94M | −$5.87K | Added$74.3K |
| JANE STREET GROUP, LLC | 75.8K | $1.92M | −$5.13K | Added$290K |
| Ellis Investment Partners, LLC | 72.5K | $1.84M | −$5.59K | Added$56.6K |
| Valmark Advisers, Inc. | 71.4K | $1.81M | −$5.27K | Added$138.6K |
| Atlantic Union Bankshares Corp | 69.1K | $1.75M | −$5.37K | Added$46.7K |
| Curbstone Financial Management Corp | 66.2K | $1.68M | −$4.82K | Added$144.7K |
| BLUE SQUARE ASSET MANAGEMENT, LLC | 63.2K | $1.6M | −$2.44K | Added$825.9K |
| SPINNAKER TRUST | 61.2K | $1.55M | −$3.62K | Added$400.8K |
| Granite Harbor Advisors, Inc. | 61K | $1.55M | −$4.88K | Cut−$4.88K |
| Hills Bank & Trust Co | 54.4K | $1.38M | −$4.16K | Added$57.1K |
| RIA Advisory Group LLC | 52.7K | $1.34M | −$4.13K | Added$27K |
| SENTINEL PENSION ADVISORS, LLC | 51.1K | $1.29M | −$4.05K | Added$1.3K |
| FF Advisors,LLC | 48.3K | $1.23M | −$967 | Cut−$198.5K |
| Rossmore Private Capital | 47K | $1.19M | −$3.1K | Added$207.8K |
| Godshalk Welsh Capital Management, Inc. | 46K | $1.17M | −$2.5K | Added$370.1K |
| GC Wealth Management RIA, LLC | 45.9K | $1.16M | −$3.44K | Added$69.2K |
| Envision Financial Planning, LLC | 44.5K | $1.13M | −$3.56K | Cut−$44.9K |
| Aspen Wealth Management LLC | 43.2K | $1.1M | −$3.46K | Cut−$3.46K |
| Beacon Pointe Advisors, LLC | 42.7K | $1.08M | −$2.31K | Added$345.5K |
| Capital Investment Advisors, LLC | 42.1K | $1.07M | −$3.37K | Cut−$64.2K |
| OSAIC HOLDINGS, INC. | 41.5K | $1.05M | −$3.06K | Added$73.8K |
| TRUE Private Wealth Advisors | 40.3K | $1.02M | −$2.91K | Added$95.8K |
| Rockefeller Capital Management L.P. | 38.3K | $971.6K | −$2.36K | Added$216.8K |
| Brookstone Capital Management | 38.1K | $965.5K | −$2.65K | Added$128.2K |
| JAMES INVESTMENT RESEARCH, INC. | 33.4K | $846K | −$2.67K | Cut−$2.67K |
| Roof Eidam Maycock Peralta, LLC | 33.1K | $839.1K | −$2.65K | Cut−$2.65K |
| Creative Planning | 32.6K | $827.1K | −$1.58K | Added$325K |
| Mariner, LLC | 32.2K | $816.4K | −$2.58K | Cut−$2.58K |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 31.8K | $805.9K | −$2.54K | Cut−$2.54K |
| CWM, LLC | 31K | $787K | $588.8K | Added$786.4K |
| Snowden Capital Advisors LLC | 31K | $785.9K | −$2.48K | Cut−$2.48K |
| Financial Advisory Corp | 30.5K | $772K | −$2.44K | Cut−$2.44K |
| OneDigital Investment Advisors LLC | 27.7K | $701.1K | −$2.22K | Cut−$106.5K |
| Signature Wealth Management Group | 27.5K | $696.5K | −$2.21K | Cut−$111.1K |
| Parallel Advisors, LLC | 27.4K | $695.5K | −$1.85K | Added$106.5K |
| CFS Investment Advisory Services, LLC | 27.2K | $692.4K | −$273 | Cut−$43K |
| IFP Advisors, Inc | 26.9K | $681.5K | −$1.99K | Added$48.3K |
| 10Elms LLP | 26K | $659.1K | −$1.63K | Added$140.3K |
| MEMBERS WEALTH LLC | 25.1K | $637.6K | −$3.1K | Added$170.9K |
| SILVERLAKE WEALTH MANAGEMENT LLC | 25K | $634.8K | — | New |
| PSI Advisors, LLC | 23.8K | $603.3K | −$1.9K | Cut−$688.5K |
| PGIM Custom Harvest LLC | 23.6K | $597.3K | −$1.87K | Cut−$37.6K |
| JPMORGAN CHASE & CO | 23.2K | $587.4K | — | New |
| Strid Group, LLC | 21.5K | $545K | — | New |
| SMITH, MOORE & CO. | 21.1K | $533.7K | −$1.5K | Added$62.3K |
| Newman Dignan & Sheerar, Inc. | 20.3K | $515.7K | −$1.63K | Cut−$52.5K |
| Prime Capital Investment Advisors, LLC | 19.8K | $502.7K | −$1.58K | Cut−$18.5K |
| SONATA CAPITAL GROUP INC | 19.7K | $498.7K | — | New |
| Sovereign Financial Group, Inc. | 19.7K | $498.2K | — | New |
| Crews Bank & Trust | 18.1K | $459.5K | −$1.45K | Cut−$1.45K |
| Paradigm, Strategies in Wealth Management, LLC | 18K | $456.2K | −$1.4K | Added$9.98K |
| Atwater Malick LLC | 17.5K | $443.1K | −$1.02K | Added$118K |
| Leo Wealth, LLC | 17.1K | $432.6K | −$1.26K | Added$37.8K |
| Glenview Trust Co | 15.5K | $393.4K | −$689 | Added$174.4K |
| Klingman & Associates, LLC | 15.1K | $381.9K | −$1.21K | Cut−$3.88K |
| Financial Engines Advisors L.L.C. | 13.7K | $347.6K | −$1.1K | Cut−$35.3K |
| Archford Capital Strategies, LLC | 13.4K | $339K | −$1.02K | Added$13.8K |
| Private Advisor Group, LLC | 12.5K | $317.7K | −$1K | Cut−$1K |
| Trust Co | 11.9K | $300.7K | −$953 | Cut−$50.6K |
| Freestone Capital Holdings, LLC | 11.7K | $296.6K | −$936 | Cut−$936 |
| Quantinno Capital Management LP | 11.6K | $294.5K | — | New |
| WJ Wealth Management, LLC | 11K | $278.9K | — | New |
| Wolfstich Capital, LLC | 12K | $278.7K | — | New |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | 10.9K | $277.3K | — | New |
| Penobscot Investment Management Company, Inc. | 10.6K | $267.4K | −$664 | Added$56.4K |
| Daviman Financial, LLC | 10.1K | $255K | −$692 | Added$35.3K |
| EP Wealth Advisors, LLC | 10K | $254K | −$802 | Cut−$802 |
| Segment Wealth Management, LLC | 9.72K | $246.4K | −$778 | Cut−$778 |
| Cornell Pochily Investment Advisors, Inc. | 9.27K | $235K | −$711 | Added$8.79K |
| CARY STREET PARTNERS FINANCIAL LLC | 8.69K | $220.2K | −$694 | Cut−$694 |
| HORAN Wealth, LLC | 8.52K | $216.6K | — | New |
| WealthBridge Capital Management, LLC | 8.21K | $208.1K | — | New |
| Avantax Planning Partners, Inc. | 7.98K | $202.2K | −$638 | Cut−$638 |
| JONES FINANCIAL COMPANIES LLLP | 5.53K | $139.9K | −$191 | Added$99.4K |
| Steward Partners Investment Advisory, LLC | 3.05K | $77.3K | −$244 | Cut−$244 |
| HARBOUR INVESTMENTS, INC. | 2.65K | $67.3K | −$186 | Added$68 |
| Glen Eagle Advisors, LLC | 2.25K | $57K | −$180 | Cut−$180 |
| American Capital Advisory, LLC | 2.22K | $56.3K | −$178 | Cut−$178 |
| Noble Wealth Management PBC | 2K | $50.7K | −$160 | Cut−$160 |
| BARRETT & COMPANY, INC. | 1.81K | $45.9K | −$144 | Cut−$144 |
| Princeton Global Asset Management LLC | 1.2K | $30.4K | −$96 | Cut−$96 |
| Addison Advisors LLC | 1K | $25.5K | −$81 | Cut−$81 |
| MidFirst Bank | 1K | $25.4K | — | New |
| Allworth Financial LP | 829 | $21K | — | New |
| Covington Investment Advisors Inc. | 285.4K | $7.24K | −$19 | Added$1.16K |
| BlackRock, Inc. | 151 | $3.83K | −$12 | Cut−$12 |
| Root Financial Partners, LLC | 132 | $3.35K | — | New |
| Fidelity | 129 | $3.27K | — | New |
| Cambridge Investment Research Advisors, Inc. | 26K | $658 | −$3 | Cut−$25 |
| PARK AVENUE SECURITIES LLC | 11.5K | $292 | −$1 | Cut−$1 |