| LBMC INVESTMENT ADVISORS, LLC | 1.74M | $40.9M | −$351.2K | Added$309.1K |
| Baltimore-Washington Financial Advisors, Inc. | 1.25M | $29.4M | −$246.3K | Added$908.1K |
| LPL Financial LLC | 1.1M | $25.8M | −$188.3K | Added$4.05M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 887.3K | $20.8M | −$179.2K | Added$128.5K |
| THREADGILL FINANCIAL, LLC | 868.7K | $20.4M | −$441K | Added$19.6M |
| Federation des caisses Desjardins du Quebec | 849.3K | $19.9M | −$186.9K | Cut−$773.3K |
| MORGAN STANLEY | 497.6K | $11.7M | −$102K | Cut−$2.07M |
| Ironwood Financial, llc | 365.3K | $8.57M | −$93.4K | Added$357.5K |
| Commonwealth Financial Services, LLC | 360.9K | $8.47M | −$69.5K | Added$447K |
| HighTower Advisors, LLC | 360.4K | $8.46M | −$71.3K | Added$224.4K |
| Mutual Advisors, LLC | 333K | $7.82M | −$63.8K | Added$448.1K |
| ROYAL BANK OF CANADA | 258K | $6.05M | −$50.6K | Added$162K |
| RAYMOND JAMES FINANCIAL INC | 247.1K | $5.8M | −$38K | Added$1.41M |
| Chicago Partners Investment Group LLC | 213K | $5.03M | — | New |
| LITTLEJOHN FINANCIAL SERVICES, INC. | 212.7K | $4.99M | −$43.6K | Cut−$147.7K |
| WELLS FARGO & COMPANY/MN | 210.4K | $4.94M | −$29.7K | Added$1.51M |
| BANK OF AMERICA CORP /DE/ | 209.6K | $4.92M | −$42.1K | Added$53.7K |
| Stratos Wealth Partners, LTD. | 167.6K | $3.93M | −$2.59K | Added$3.64M |
| Mid-American Wealth Advisory Group, Inc. | 157K | $3.72M | $0 | Held |
| COMMONWEALTH EQUITY SERVICES, LLC | 154.5K | $3.63M | −$31.7K | Cut−$1.1M |
| Cetera Investment Advisers | 151.7K | $3.56M | −$31K | Cut−$26.2K |
| Straight Path Wealth Management | 128.1K | $3.01M | −$24.7K | Added$156.7K |
| Keeler Thomas Management LLC | 125.8K | $2.95M | −$25.8K | Cut−$6.87M |
| Robertson Stephens Wealth Management, LLC | 123.7K | $2.9M | −$25.4K | Cut−$760.4K |
| Rialto Wealth Management, LLC | 106.9K | $2.51M | −$10.5K | Added$1.29M |
| Penobscot Investment Management Company, Inc. | 71.8K | $1.68M | −$4.37K | Added$1.18M |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 70.5K | $1.65M | −$11.5K | Added$327.3K |
| JANE STREET GROUP, LLC | 68.6K | $1.61M | — | New |
| BlackRock, Inc. | 67.4K | $1.58M | −$10.4K | Added$385.3K |
| UBS Group AG | 59.4K | $1.39M | −$12K | Added$3.91K |
| Integrated Wealth Concepts LLC | 57.3K | $1.35M | −$11.8K | Cut−$60K |
| Lido Advisors, LLC | 47.1K | $1.11M | −$17.6K | Cut−$128.7K |
| FOCUSED ALPHA, LLC | 41.5K | $974K | −$8.23K | Added$23.2K |
| WRAPMANAGER INC | 34.9K | $819.1K | −$7.16K | Cut−$7.13K |
| REBALANCE, LLC | 34K | $797.6K | −$6.97K | Cut−$307.1K |
| Heartland Bank & Trust Co | 30.7K | $720.8K | −$5.5K | Added$85.8K |
| Citadel | 30K | $704.5K | — | New |
| OSAIC HOLDINGS, INC. | 26.5K | $621.7K | −$5.55K | Cut−$43.3K |
| Cerity Partners LLC | 24.4K | $571.9K | — | New |
| Guidance Point Advisors, LLC | 24.2K | $567.7K | −$3.63K | Added$147.3K |
| Rothschild Wealth LLC | 24.1K | $564.7K | −$3.85K | Added$119.8K |
| STIFEL FINANCIAL CORP | 23.9K | $561.2K | −$2.59K | Added$262.4K |
| Kastel Capital Advisors, LLC | 23.6K | $557.7K | $0 | Held |
| GREAT VALLEY ADVISOR GROUP, INC. | 23K | $540.3K | −$4.14K | Added$62.2K |
| Aspen Wealth Management LLC | 21.5K | $505.6K | −$3.98K | Added$46.3K |
| Klaas Financial Asset Advisors, LLC | 21.3K | $500.6K | −$4.23K | Added$11.5K |
| High Note Wealth, LLC | 21.3K | $500.5K | −$1.24K | Added$357.5K |
| Beacon Pointe Advisors, LLC | 20.8K | $487.5K | −$3.91K | Added$36.6K |
| First Western Trust Bank | 20.7K | $486.6K | — | New |
| IFP Advisors, Inc | 20.6K | $482.6K | −$3.43K | Added$86.4K |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | 20.3K | $476.3K | — | New |
| HEADINVEST, LLC | 20K | $470K | −$4.1K | Cut−$200.6K |
| ENVESTNET ASSET MANAGEMENT INC | 19.6K | $460.5K | −$1.93K | Added$237.6K |
| MERCER GLOBAL ADVISORS INC /ADV | 19.2K | $450.5K | −$3.93K | Cut−$303.3K |
| CAPTRUST FINANCIAL ADVISORS | 17.9K | $420.3K | −$3.17K | Added$53.7K |
| Madden Advisory Services, Inc. | 17.5K | $410.7K | — | New |
| RIVER'S EDGE WEALTH MANAGEMENT, LLC | 17.3K | $407.8K | −$2.04K | Added$4.32K |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 15.6K | $365.5K | — | New |
| Freestone Capital Holdings, LLC | 14.9K | $350.2K | −$3.06K | Cut−$133.4K |
| OPPENHEIMER & CO INC | 14.8K | $348.2K | −$3.04K | Cut−$3.04K |
| Orion Capital Management LLC | 14K | $328.6K | −$2.87K | Cut−$2.87K |
| OLD MISSION CAPITAL LLC | 13.9K | $326.4K | −$2.85K | Cut−$70.6K |
| TABLEAUX LLC | 13.2K | $310.1K | −$1.88K | Added$93.1K |
| Reliant Wealth Planning | 11.4K | $266.8K | −$2.33K | Cut−$2.33K |
| Baird Financial Group, Inc. | 11.3K | $264K | — | New |
| Walser Wealth Management Company, A Ltd Liability Co | 11.2K | $262K | — | New |
| M3 Advisory Group, LLC | 11.1K | $261.4K | −$2.28K | Cut−$2.28K |
| Ellis Investment Partners, LLC | 10.9K | $255.5K | −$1.92K | Added$33.6K |
| Private Advisor Group, LLC | 10.4K | $244.9K | −$2.14K | Cut−$6.12K |
| Windsor Capital Management, LLC | 10.2K | $238.5K | −$2.08K | Cut−$1.51K |
| Segment Wealth Management, LLC | 9.98K | $234.2K | — | New |
| Cyr Financial Inc. | 9.92K | $232.9K | −$2.02K | Cut−$40.5K |
| 1900 WEALTH MANAGEMENT LLC | 9.71K | $227.9K | — | New |
| Sanctuary Advisors, LLC | 9.51K | $223.1K | — | New |
| Boreal Capital Management LLC | 1 | $220.6K | — | Cut−$65.8K |
| LEVEL FOUR ADVISORY SERVICES, LLC | 8.8K | $206.6K | −$1.81K | Cut−$1.64K |
| OneAscent Financial Services LLC | 8.61K | $202.1K | — | New |
| Golden State Equity Partners | 8.02K | $188.2K | — | New |
| AE Wealth Management LLC | 7.69K | $180.5K | −$1.57K | Cut−$42.1K |
| Parallel Advisors, LLC | 6.08K | $142.6K | −$599 | Added$73.4K |
| Cherry Tree Wealth Management, LLC | 5.71K | $134.1K | −$1.17K | Cut−$6.24K |
| GAMMA Investing LLC | 5.5K | $129.2K | −$1.13K | Cut−$35.9K |
| Farther Finance Advisors, LLC | 4.94K | $115.4K | −$210 | Added$98.9K |
| NATIONAL BANK OF CANADA /FI/ | 2.86K | $67.1K | — | New |
| Spire Wealth Management | 2.58K | $60.6K | −$540 | Cut−$195.1K |
| Napier Financial, LLC | 2.2K | $51.7K | — | New |
| CNB Bank | 2.15K | $50.6K | −$441 | Cut−$914 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2.08K | $48.7K | −$465 | Added$12K |
| BARRETT & COMPANY, INC. | 1.93K | $45.2K | −$394 | Cut−$394 |
| Hurley Capital, LLC | 1.64K | $38.5K | −$251 | Added$9.54K |
| Fidelity | 912 | $21.4K | — | New |
| Blue Trust, Inc. | 835 | $19.6K | −$155 | Added$33 |
| Intentional Wealth Strategies, LLC | 731 | $17.2K | — | Held |
| CWM, LLC | 670 | $15.7K | $15.7K | Added$15.7K |
| HM PAYSON & CO | 420 | $9.86K | −$86 | Cut−$86 |
| Cambridge Investment Research Advisors, Inc. | 105.6K | $2.48K | −$19 | Added$359 |
| Tower Research Capital LLC (TRC) | 100 | $2.35K | — | New |
| HARBOUR INVESTMENTS, INC. | 68 | $1.6K | −$14 | Cut−$14 |
| Thrivent Financial for Lutherans | 34K | $799 | −$5 | Added$131 |
| FLOW TRADERS U.S. LLC | 9.39K | $220 | — | New |
| HAZLETT, BURT & WATSON, INC. | 760 | $18 | −$0 | Held |