| LBMC INVESTMENT ADVISORS, LLC | 1.47M | $34.2M | −$469K | Added$2.24M |
| MORGAN STANLEY | 1.4M | $32.6M | −$453.2K | Added$1.78M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1.09M | $25.4M | −$371.6K | Added$138.1K |
| Baltimore-Washington Financial Advisors, Inc. | 652.3K | $15.2M | −$174.4K | Added$3.31M |
| COMMONWEALTH EQUITY SERVICES, LLC | 534.9K | $12.5M | −$185.6K | Cut−$1.19M |
| THREADGILL FINANCIAL, LLC | 486.1K | $11.3M | −$494.3K | Added$10.6M |
| Scissortail Wealth Management, LLC | 485.4K | $11.3M | −$20.7K | Added$9.89M |
| BANK OF AMERICA CORP /DE/ | 414K | $9.64M | −$143.7K | Cut−$665.5K |
| LPL Financial LLC | 369.6K | $8.61M | −$94.8K | Added$2.15M |
| Commonwealth Financial Services, LLC | 352K | $8.2M | −$114.1K | Added$425.2K |
| LITTLEJOHN FINANCIAL SERVICES, INC. | 252K | $5.87M | −$85.2K | Added$63.8K |
| Delta Wealth Advisors LLC | 218.4K | $5.09M | −$54.9K | Added$1.35M |
| Stratos Wealth Partners, LTD. | 210.4K | $4.9M | −$65.7K | Added$427.1K |
| Bradley & Co. Private Wealth Management, LLC | 144.9K | $3.37M | −$50.3K | Cut−$50.3K |
| RAYMOND JAMES FINANCIAL INC | 144.3K | $3.36M | −$31.9K | Added$1.19M |
| WELLS FARGO & COMPANY/MN | 126.5K | $2.95M | −$31.5K | Added$803.8K |
| Keeler Thomas Management LLC | 118.2K | $2.75M | −$41K | Cut−$6.69M |
| Straight Path Wealth Management | 116.5K | $2.71M | −$38.2K | Added$114.3K |
| MERCER GLOBAL ADVISORS INC /ADV | 108.5K | $2.53M | −$9.26K | Added$1.89M |
| Ironwood Financial, llc | 103.9K | $2.42M | −$39.6K | Added$317K |
| Integrated Wealth Concepts LLC | 100.8K | $2.35M | −$30.3K | Added$283.6K |
| Sigma Planning Corp | 77.4K | $1.8M | −$19.7K | Added$458.4K |
| Penobscot Investment Management Company, Inc. | 72.3K | $1.68M | −$4.67K | Added$1.37M |
| Lido Advisors, LLC | 67.9K | $1.58M | −$38K | Cut−$205.5K |
| BlackRock, Inc. | 67.6K | $1.57M | −$17.6K | Added$375.6K |
| Beacon Pointe Advisors, LLC | 57.1K | $1.33M | −$16.9K | Added$180.8K |
| ENVESTNET ASSET MANAGEMENT INC | 43.3K | $1.01M | −$10K | Added$323.7K |
| UBS Group AG | 39.2K | $911.7K | −$13.6K | Cut−$977.6K |
| Cetera Investment Advisers | 39K | $908.4K | −$12.4K | Added$62K |
| FOCUSED ALPHA, LLC | 38.9K | $906.1K | −$13K | Added$20.5K |
| ROYAL BANK OF CANADA | 37.5K | $873K | −$13K | Cut−$9K |
| Robertson Stephens Wealth Management, LLC | 36.5K | $850.1K | — | New |
| Cyr Financial Inc. | 35.2K | $818.8K | −$12.2K | Cut−$52.7K |
| WRAPMANAGER INC | 35K | $816K | −$12.1K | Cut−$11K |
| INSIGNEO ADVISORY SERVICES, LLC | 31.4K | $730.4K | −$10.1K | Added$39.3K |
| Citadel | 29.5K | $687.3K | — | New |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 26.6K | $618.3K | −$8.32K | Added$51K |
| Heartland Bank & Trust Co | 25K | $581.6K | — | New |
| First Western Trust Bank | 20.9K | $487.5K | — | New |
| High Note Wealth, LLC | 18.2K | $423.4K | −$949 | Added$358.8K |
| Snowden Capital Advisors LLC | 18.1K | $421.8K | −$3.3K | Added$197.1K |
| Private Advisor Group, LLC | 17.6K | $409.7K | — | New |
| Aspen Wealth Management LLC | 17.4K | $404K | −$6.02K | Cut−$6.02K |
| McIlrath & Eck, LLC | 17.3K | $403.1K | −$2.98K | Added$199.9K |
| Mutual Advisors, LLC | 17.2K | $400.3K | −$5.97K | Cut−$49.8K |
| STIFEL FINANCIAL CORP | 17.1K | $398.1K | — | New |
| CAPTRUST FINANCIAL ADVISORS | 16.5K | $385.1K | −$5.63K | Added$1.59K |
| RIVER'S EDGE WEALTH MANAGEMENT, LLC | 15.7K | $369.1K | −$1.42K | Added$112 |
| IFP Advisors, Inc | 15.7K | $364.8K | −$5.44K | Cut−$120.1K |
| Freestone Capital Holdings, LLC | 15K | $348.9K | −$5.2K | Cut−$135.9K |
| Segment Wealth Management, LLC | 14.5K | $337.4K | — | New |
| HEADINVEST, LLC | 14K | $326.6K | −$4.87K | Cut−$310.9K |
| Ruggaard & Associates LLC | 13.7K | $318.8K | — | New |
| Occidental Asset Management, LLC | 13.3K | $310.2K | −$4.62K | Cut−$4.62K |
| Legacy Trust | 11.3K | $264K | −$3.93K | Cut−$3.94K |
| Waverly Advisors, LLC | 10.8K | $250.9K | −$3.73K | Cut−$39.3K |
| Madden Advisory Services, Inc. | 10.7K | $248.2K | — | New |
| Ellis Investment Partners, LLC | 10.6K | $247.2K | −$3.26K | Added$25K |
| Cerity Partners LLC | 10.3K | $240.8K | — | New |
| TABLEAUX LLC | 10.2K | $238.6K | — | New |
| 1900 WEALTH MANAGEMENT LLC | 9.82K | $228.6K | — | New |
| Ameraudi Asset Management, Inc. | 9.61K | $223.7K | −$3.33K | Cut−$3.33K |
| OSAIC HOLDINGS, INC. | 9.48K | $220.7K | −$1.43K | Added$125K |
| SUMMITRY LLC | 9.41K | $219.2K | — | New |
| Daviman Financial, LLC | 9.09K | $211.6K | — | New |
| MCF Advisors LLC | 7.22K | $168K | — | New |
| Alaska Permanent Capital Management, LLC | 6.84K | $158.7K | −$2.41K | Cut−$649 |
| Activest Wealth Management | 6.51K | $151.6K | — | New |
| Advisory Services Network, LLC | 5.38K | $125.3K | — | New |
| GAMMA Investing LLC | 5.25K | $122.3K | −$955 | Added$57.3K |
| Orion Capital Management LLC | 5K | $116.4K | −$1.73K | Cut−$1.74K |
| Ashton Thomas Private Wealth, LLC | 4.51K | $105.1K | — | New |
| CNB Bank | 3.55K | $82.7K | −$1.23K | Cut−$1.61K |
| Napier Financial, LLC | 2.22K | $51.7K | — | New |
| BANK OF MONTREAL /CAN/ | 2.09K | $48.6K | — | New |
| Cherry Tree Wealth Management, LLC | 2.02K | $47K | −$700 | Cut−$700 |
| BARRETT & COMPANY, INC. | 1.94K | $45.3K | −$675 | Cut−$675 |
| Golden State Wealth Management, LLC | 1.51K | $35.1K | — | New |
| Fidelity | 941 | $21.9K | — | New |
| CWM, LLC | 902 | $21K | $21K | Added$21K |
| Blue Trust, Inc. | 835 | $19.4K | −$281 | Cut−$72 |
| Golden State Equity Partners | 750 | $17.5K | — | New |
| Farther Finance Advisors, LLC | 699 | $16.2K | −$314 | Cut−$314 |
| Bogart Wealth, LLC | 634 | $14.8K | −$220 | Cut−$220 |
| 10Elms LLP | 551 | $12.8K | −$191 | Cut−$191 |
| HM PAYSON & CO | 446 | $10.4K | −$154 | Cut−$154 |
| HARBOUR INVESTMENTS, INC. | 67 | $1.56K | −$23 | Cut−$23 |
| Cambridge Investment Research Advisors, Inc. | 66.5K | $1.55K | −$17 | Added$425 |
| Thrivent Financial for Lutherans | 16.5K | $383 | −$6 | Added$53 |
| HAZLETT, BURT & WATSON, INC. | 765 | $18 | −$0 | Held |