| Krilogy Financial LLC | 2.45M | $56.1M | −$269.3K | Cut−$5.51M |
| UBS Group AG | 995.7K | $22.8M | −$138.5K | Added$791.2K |
| Parcion Private Wealth LLC | 893.9K | $20.5M | — | New |
| MORGAN STANLEY | 849K | $19.5M | −$119.5K | Added$397.3K |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 804.1K | $18.4M | −$57.4K | Added$9.27M |
| RAYMOND JAMES FINANCIAL INC | 527.2K | $12.1M | −$71.1K | Added$737.6K |
| D.A. DAVIDSON & CO. | 421.8K | $9.67M | −$59.2K | Added$217.8K |
| TRUIST FINANCIAL CORP | 373.7K | $8.57M | −$51.9K | Added$292.4K |
| Snowden Capital Advisors LLC | 369.2K | $8.47M | −$52.8K | Added$42K |
| ENVESTNET ASSET MANAGEMENT INC | 352.8K | $8.09M | — | New |
| WELLS FARGO & COMPANY/MN | 351.1K | $8.05M | −$47.3K | Added$501.7K |
| Legacy Private Trust Co. | 340.1K | $7.8M | −$43.7K | Added$826.5K |
| Probity Advisors, Inc. | 318.9K | $7.31M | −$22K | Added$3.81M |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 304.4K | $6.97M | −$41.8K | Added$1.22M |
| AMERIPRISE FINANCIAL INC | 282.8K | $6.48M | −$40.9K | Cut−$2.25M |
| HighTower Advisors, LLC | 279.9K | $6.42M | −$38.8K | Added$230.4K |
| Atlantic Private Wealth, LLC | 234.6K | $5.38M | −$31.9K | Added$281.9K |
| Stockman Wealth Management, Inc. | 200.6K | $4.6M | −$21.5K | Added$1.18M |
| MERCER GLOBAL ADVISORS INC /ADV | 199.1K | $4.56M | −$26.9K | Added$268.8K |
| Citadel | 192.9K | $4.42M | −$14.3K | Added$2.15M |
| Asset Dedication, LLC | 189K | $4.33M | −$15.7K | Added$1.83M |
| BANK OF AMERICA CORP /DE/ | 188K | $4.31M | −$27.3K | Cut−$56.3K |
| LPL Financial LLC | 182.8K | $4.19M | −$24.4K | Added$292.1K |
| Parallel Advisors, LLC | 162.9K | $3.73M | −$9.56K | Added$2.21M |
| JAMES INVESTMENT RESEARCH, INC. | 155.8K | $3.57M | −$22.5K | Cut−$138.2K |
| Yoder Wealth Management, Inc. | 155.3K | $3.56M | −$14.5K | Added$1.25M |
| Accretive Wealth Partners, LLC | 147.8K | $3.39M | −$21.4K | Cut−$37.8K |
| ROYAL BANK OF CANADA | 145.3K | $3.33M | −$21.4K | Added$27K |
| STIFEL FINANCIAL CORP | 128.2K | $2.94M | −$15K | Added$545.3K |
| CENTRAL TRUST Co | 106.5K | $2.44M | −$7.33K | Added$1.27M |
| Sanctuary Advisors, LLC | 96.8K | $2.22M | −$13.5K | Added$73.1K |
| TITLEIST ASSET MANAGEMENT, LLC | 91.7K | $2.1M | — | New |
| GOLDMAN SACHS GROUP INC | 83.5K | $1.92M | −$12.1K | Cut−$12.1K |
| Tower Research Capital LLC (TRC) | 83.1K | $1.91M | −$8.83K | Added$497.6K |
| Cetera Investment Advisers | 78.5K | $1.8M | −$11.4K | Cut−$2.76M |
| CWM, LLC | 53K | $1.22M | $1.2M | Added$1.21M |
| JANE STREET GROUP, LLC | 52.4K | $1.2M | — | New |
| FIRST NATIONAL BANK OF OMAHA | 50.4K | $1.15M | −$13.1K | Cut−$405.2K |
| Private Advisor Group, LLC | 49.4K | $1.13M | −$6.92K | Added$29.3K |
| Cushing Capital Partners, LLC | 47.1K | $1.08M | −$6.58K | Added$30.6K |
| VERUS CAPITAL PARTNERS, LLC | 46.7K | $1.07M | −$4.61K | Added$334.2K |
| IFP Advisors, Inc | 46.1K | $1.06M | −$6.17K | Added$72.6K |
| Visionary Wealth Advisors | 45.7K | $1.05M | −$6.49K | Added$13.1K |
| Reliant Wealth Planning | 40.8K | $934.5K | −$5.89K | Cut−$5.89K |
| HARMONY ASSET MANAGEMENT LLC | 38.5K | $883.4K | −$5.58K | Cut−$14.5K |
| COMMONWEALTH EQUITY SERVICES, LLC | 36K | $824.4K | −$4.9K | Added$40.4K |
| BENJAMIN EDWARDS INC | 30.9K | $709.5K | −$4.44K | Cut−$354 |
| Integrated Wealth Concepts LLC | 30.7K | $703.2K | −$2.98K | Added$229.7K |
| CAPTRUST FINANCIAL ADVISORS | 29.5K | $676.9K | −$4.25K | Cut−$1.73K |
| EVEXIA WEALTH LLC | 28.3K | $647.7K | −$5.32K | Added$87.3K |
| L2 Asset Management, LLC | 27.9K | $638.9K | −$4K | Cut−$74 |
| Kestra Advisory Services, LLC | 26.7K | $613.1K | −$3.27K | Added$90.8K |
| Financial Engines Advisors L.L.C. | 26.7K | $611.3K | −$3.75K | Added$12.1K |
| 4WEALTH ADVISORS, INC. | 24.3K | $556.4K | −$4.12K | Added$80.7K |
| Associated Banc-Corp | 23.9K | $549K | −$2.52K | Added$146.2K |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 23.9K | $547.3K | — | New |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 22.5K | $515.2K | −$2.77K | Added$72.6K |
| HEADINVEST, LLC | 20.8K | $476.5K | −$3K | Cut−$48.1K |
| Icahn Capital | 19K | $434.6K | −$2.74K | Cut−$2.74K |
| MML INVESTORS SERVICES, LLC | 18.8K | $430.5K | −$2.7K | Cut−$36.2K |
| Jacobi Capital Management LLC | 17.5K | $400.3K | −$2.48K | Added$5.46K |
| Leo Wealth, LLC | 17.2K | $395K | −$2.5K | Cut−$295 |
| Brookstone Capital Management | 15.4K | $353.8K | −$2.23K | Cut−$12.9K |
| Hyposwiss Advisors SA | 15.2K | $348.3K | −$2.2K | Cut−$2.2K |
| Kestra Investment Management, LLC | 15K | $343.4K | −$2.16K | Cut−$1.36K |
| Guidance Point Advisors, LLC | 14.6K | $335.1K | −$1.98K | Added$18.7K |
| CARY STREET PARTNERS FINANCIAL LLC | 14.6K | $335.1K | −$2.11K | Cut−$22.5K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 14.4K | $329.4K | — | New |
| OSAIC HOLDINGS, INC. | 13.6K | $311.8K | −$2.06K | Cut−$53.5K |
| Greater Midwest Financial Group, LLC | 13.5K | $309K | −$1.94K | Cut−$13.8K |
| Keeler Thomas Management LLC | 12.8K | $292.5K | −$1.84K | Cut−$880.8K |
| Jaffetilchin Investment Partners, LLC | 12.1K | $276.4K | −$1.73K | Cut−$31 |
| MBA Advisors LLC | 12K | $275.9K | — | New |
| MOULTON WEALTH MANAGEMENT, INC | 11.9K | $272.1K | — | New |
| Gladstone Institutional Advisory LLC | 11.5K | $262.9K | −$1.56K | Added$13.3K |
| Compass Ion Advisors, LLC | 11.2K | $256.8K | −$1.62K | Cut−$1.62K |
| COLDSTREAM CAPITAL MANAGEMENT INC | 10.1K | $232.7K | −$1.39K | Added$11.6K |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 10.1K | $231K | −$1.46K | Cut−$4.83K |
| Lido Advisors, LLC | 10K | $229.9K | −$1.51K | Added$5.99K |
| JIM SAULNIER & ASSOCIATES, LLC | 9.61K | $220.4K | — | New |
| Strait & Sound Wealth Management LLC | 9.55K | $219.1K | — | New |
| STAR Financial Bank | 9K | $206.4K | −$1.3K | Cut−$75.8K |
| SIGNATUREFD, LLC | 8.81K | $201.9K | −$1.27K | Cut−$1.27K |
| Atlantic Union Bankshares Corp | 6.73K | $154.3K | −$973 | Cut−$973 |
| JPL Wealth Management, LLC | 6.65K | $152.6K | — | New |
| Clayton Financial Group LLC | 5.76K | $132.1K | −$833 | Cut−$17.1K |
| Physician Wealth Advisors, Inc. | 4.47K | $102.5K | −$647 | Cut−$647 |
| CNB Bank | 3.43K | $78.6K | −$496 | Cut−$888 |
| McIlrath & Eck, LLC | 3.16K | $72.5K | — | New |
| FIFTH THIRD BANCORP | 2.77K | $63.6K | — | New |
| Cherry Tree Wealth Management, LLC | 2.37K | $54.2K | −$342 | Cut−$342 |
| Clearstead Trust, LLC | 1.95K | $44.8K | — | New |
| Bogart Wealth, LLC | 1.77K | $40.7K | −$257 | Cut−$257 |
| HARBOUR INVESTMENTS, INC. | 1.77K | $40.7K | −$205 | Added$4.98K |
| US BANCORP \DE\ | 1.75K | $40K | — | New |
| Advisory Services Network, LLC | 1.51K | $34.7K | — | New |
| Noble Wealth Management PBC | 1.5K | $34.4K | −$217 | Cut−$217 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 1.3K | $29.7K | −$325 | Cut−$325 |
| Crews Bank & Trust | 1.1K | $25.2K | −$160 | Cut−$160 |
| Allworth Financial LP | 907 | $20.8K | — | New |
| Federation des caisses Desjardins du Quebec | 900 | $20.6K | −$131 | Cut−$131 |
| Bank of New Hampshire | 800 | $18.3K | −$116 | Cut−$116 |
| Intentional Wealth Strategies, LLC | 616 | $14.1K | — | Held |
| Janney Montgomery Scott LLC | 551.4K | $12.6K | −$71 | Added$1.43K |
| Root Financial Partners, LLC | 299 | $6.86K | — | New |
| Bank of Jackson Hole Trust | 249 | $5.71K | −$36 | Cut−$36 |
| Parkside Financial Bank & Trust | 202 | $4.63K | −$29 | Cut−$29 |
| PARK AVENUE SECURITIES LLC | 167.7K | $3.85K | −$23 | Added$75 |
| Cambridge Investment Research Advisors, Inc. | 125.9K | $2.89K | — | New |
| THOROUGHBRED FINANCIAL SERVICES, LLC | 108.6K | $2.49K | −$14 | Added$218 |
| BOSTON FAMILY OFFICE LLC | 74.7K | $1.71K | −$10 | Added$46 |
| HRT FINANCIAL LP | 8.83K | $202 | — | New |
| First PREMIER Bank | 667 | $15 | $0 | Held |
| HAZLETT, BURT & WATSON, INC. | 173 | $4 | −$0 | Held |