| LBMC INVESTMENT ADVISORS, LLC | 1.62M | $35.8M | −$299.2K | Added$629.5K |
| LPL Financial LLC | 1.14M | $25.3M | −$173.6K | Added$4.9M |
| THREADGILL FINANCIAL, LLC | 962.6K | $21.3M | −$564.1K | Added$20.4M |
| Federation des caisses Desjardins du Quebec | 893.1K | $19.8M | −$169.7K | Cut−$799.4K |
| WELLS FARGO & COMPANY/MN | 799.7K | $17.7M | −$151.9K | Cut−$648.8K |
| Bank of New York Mellon Corp | 400.7K | $8.87M | — | New |
| HighTower Advisors, LLC | 397.4K | $8.79M | −$73.1K | Added$207.4K |
| Commonwealth Financial Services, LLC | 388.1K | $8.59M | −$68.9K | Added$493.7K |
| UBS Group AG | 334.9K | $7.41M | −$40K | Added$2.71M |
| RAYMOND JAMES FINANCIAL INC | 325.4K | $7.2M | −$52.6K | Added$1.03M |
| Cetera Investment Advisers | 263.3K | $5.83M | −$49.5K | Added$11.9K |
| BANK OF AMERICA CORP /DE/ | 248.9K | $5.51M | −$47.3K | Cut−$58K |
| J.W. COLE ADVISORS, INC. | 222.6K | $4.93M | −$40.4K | Added$180.4K |
| MORGAN STANLEY | 217.2K | $4.81M | −$36.5K | Added$514.1K |
| Mid-American Wealth Advisory Group, Inc. | 208.9K | $4.66M | $0 | Held |
| Ironwood Financial, llc | 165.5K | $3.66M | −$32.5K | Added$210.6K |
| OLD MISSION CAPITAL LLC | 136.3K | $3.02M | −$25.9K | Cut−$3.98M |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 136K | $3.01M | −$23K | Added$312.6K |
| Keeler Thomas Management LLC | 133.7K | $2.96M | −$25.4K | Cut−$6.84M |
| Straight Path Wealth Management | 127.6K | $2.82M | −$22.2K | Added$217.4K |
| Carr Financial Group Corp | 119.8K | $2.65M | −$16.5K | Added$709.6K |
| EVEXIA WEALTH LLC | 116.9K | $2.59M | −$22.7K | Added$350.7K |
| EIGHT 31 FINANCIAL, LLC | 104.3K | $2.31M | −$19.8K | Cut−$61.3K |
| ROYAL BANK OF CANADA | 92.1K | $2.04M | −$17.2K | Cut−$3.58M |
| Penobscot Investment Management Company, Inc. | 89.4K | $1.98M | −$15.8K | Added$117.5K |
| Lido Advisors, LLC | 83K | $1.84M | −$29.5K | Cut−$258.3K |
| Advisory Services Network, LLC | 77.9K | $1.72M | −$14.8K | Cut−$94.7K |
| Integrated Wealth Concepts LLC | 73.1K | $1.62M | −$13.7K | Added$9.12K |
| BlackRock, Inc. | 71K | $1.57M | −$10.1K | Added$382.6K |
| Centennial Advisors, LLC | 54.9K | $1.22M | −$10.4K | Cut−$120.6K |
| BridgePort Financial Solutions, LLC | 54.6K | $1.21M | −$10.4K | Cut−$48.5K |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 54.5K | $1.21M | −$4.45K | Added$681.3K |
| IFP Advisors, Inc | 54.1K | $1.2M | −$9.7K | Added$58.9K |
| Walser Wealth Management Company, A Ltd Liability Co | 49.8K | $1.1M | −$3.53K | Added$688.8K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 49.7K | $1.1M | −$9.45K | Cut−$304.5K |
| EP Wealth Advisors, LLC | 45.4K | $1M | −$7.47K | Added$126.8K |
| Stratos Wealth Partners, LTD. | 44.9K | $994.3K | −$6.54K | Added$226K |
| Parallel Advisors, LLC | 42.7K | $945.5K | −$6.11K | Added$227.4K |
| COMMONWEALTH EQUITY SERVICES, LLC | 42.4K | $939K | −$8.05K | Cut−$767.5K |
| FOCUSED ALPHA, LLC | 41.6K | $921K | −$7.63K | Added$25K |
| AE Wealth Management LLC | 41.1K | $909K | −$7.82K | Cut−$74K |
| Tempus Wealth Planning, LLC | 39.8K | $880.2K | −$7.33K | Added$18.4K |
| COWA, LLC | 39.2K | $867.4K | −$3.35K | Added$473.4K |
| WRAPMANAGER INC | 37.2K | $822.3K | −$7.02K | Cut−$2.89K |
| REBALANCE, LLC | 36.4K | $806K | −$6.92K | Cut−$308.5K |
| Heartland Bank & Trust Co | 35.6K | $788.5K | −$6.35K | Added$42.3K |
| Private Advisor Group, LLC | 34.5K | $763.2K | −$6.12K | Added$44.8K |
| BIP Wealth, LLC | 34.1K | $755.5K | — | New |
| JANE STREET GROUP, LLC | 32.7K | $722.9K | — | New |
| Cerity Partners LLC | 31.8K | $703.7K | — | New |
| Rialto Wealth Management, LLC | 31.3K | $691.7K | −$5.93K | Cut−$536K |
| Timber Creek Capital Management LLC | 31.1K | $687.7K | −$5.88K | Cut−$1.85K |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 30K | $663.9K | −$1.9K | Added$440.7K |
| Bedel Financial Consulting, Inc. | 29.8K | $660.1K | — | New |
| OSAIC HOLDINGS, INC. | 27.1K | $600.9K | −$5.09K | Cut−$15M |
| Aspen Wealth Management LLC | 26.8K | $593.1K | −$3.89K | Added$136.7K |
| High Note Wealth, LLC | 26.3K | $582.4K | −$2.04K | Added$343.3K |
| Klaas Financial Asset Advisors, LLC | 26.3K | $581.3K | −$4.81K | Added$16.6K |
| GREAT VALLEY ADVISOR GROUP, INC. | 25.9K | $572.1K | −$4.36K | Added$61.7K |
| Guidance Point Advisors, LLC | 25.3K | $560.8K | −$4.02K | Added$80.1K |
| Baird Financial Group, Inc. | 25.1K | $555.3K | −$2.99K | Added$203.7K |
| Kastel Capital Advisors, LLC | 24.8K | $552.7K | $0 | Held |
| Madden Advisory Services, Inc. | 24.3K | $538.2K | −$2.09K | Added$292.9K |
| STIFEL FINANCIAL CORP | 23.9K | $528.3K | −$2.98K | Added$178K |
| Csenge Advisory Group | 23.8K | $526.9K | — | New |
| Citadel | 23.6K | $523K | — | New |
| MERCER GLOBAL ADVISORS INC /ADV | 23.6K | $521.3K | −$4.47K | Cut−$462.3K |
| HEADINVEST, LLC | 20.7K | $458.1K | −$3.93K | Cut−$346.5K |
| RIVER'S EDGE WEALTH MANAGEMENT, LLC | 19.6K | $435.1K | −$190 | Added$6.25K |
| CAPTRUST FINANCIAL ADVISORS | 18.9K | $418.4K | −$3.13K | Added$50.8K |
| LITTLEJOHN FINANCIAL SERVICES, INC. | 18.6K | $412.2K | −$3.18K | Added$38.9K |
| Landing Point Financial Group, LLC | 16.4K | $363.9K | −$3.12K | Cut−$100.6K |
| Freestone Capital Holdings, LLC | 15.8K | $348.6K | −$2.99K | Cut−$132.7K |
| Mayflower Financial Advisors, LLC | 15.7K | $346.6K | −$2.98K | Cut−$2.98K |
| Boreal Capital Management LLC | 1 | $340.8K | — | Cut−$25.2K |
| Kestra Advisory Services, LLC | 15K | $332.8K | −$801 | Added$239.6K |
| Orion Capital Management LLC | 14K | $309.8K | −$2.66K | Cut−$2.66K |
| Belpointe Asset Management LLC | 13.9K | $308K | −$2.64K | Cut−$67.6K |
| Pure Financial Advisors, LLC | 13.6K | $299.9K | −$2.49K | Added$7.45K |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 13.4K | $296.7K | −$2.55K | Cut−$2.55K |
| Focus Partners Wealth | 13.4K | $296.1K | −$2.54K | Cut−$2.54K |
| TABLEAUX LLC | 13.3K | $293.8K | −$1.75K | Added$90.9K |
| TFR Capital, LLC. | 13.1K | $289.2K | −$2.48K | Cut−$17.4K |
| ENVESTNET ASSET MANAGEMENT INC | 12.4K | $275.3K | — | New |
| Spartan Wealth Advisory Services LLC | 11.7K | $259.8K | — | Held |
| Windsor Capital Management, LLC | 11.1K | $244.5K | −$2.07K | Added$1.25K |
| World Investment Advisors | 11K | $243.6K | −$2.08K | Cut−$380 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 10.9K | $239K | −$3.42K | Cut−$3.42K |
| 1900 WEALTH MANAGEMENT LLC | 10.4K | $229.2K | — | New |
| Ashton Thomas Private Wealth, LLC | 10.3K | $229K | −$1.97K | Cut−$1.97K |
| Quantinno Capital Management LP | 10.3K | $229K | −$1.97K | Cut−$1.97K |
| LIBERTY WEALTH MANAGEMENT LLC | 9.84K | $217.7K | −$1.7K | Added$17.3K |
| Intentional Wealth Strategies, LLC | 9.38K | $207.7K | — | Held |
| KPP Advisory Services LLC | 9.34K | $206.7K | — | New |
| Arkadios Wealth Advisors | 9.25K | $204.7K | — | New |
| LEVEL FOUR ADVISORY SERVICES, LLC | 9.19K | $203.4K | −$1.74K | Cut−$1.6K |
| BEACON FINANCIAL PLANNING, INC | 9.17K | $202.9K | — | New |
| Mutual Advisors, LLC | 9.15K | $202.5K | −$1.75K | Cut−$7.07M |
| Friedenthal Financial | 7.32K | $162K | −$1.39K | Cut−$3.73K |
| Activest Wealth Management | 6.74K | $149.2K | — | New |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 6.74K | $148.2K | −$1.47K | Added$49K |
| FIFTH THIRD BANCORP | 6.06K | $134K | — | New |
| GAMMA Investing LLC | 5.52K | $122.2K | −$1.05K | Cut−$39.6K |
| 10Elms LLP | 5.26K | $116.3K | −$999 | Cut−$999 |
| Farther Finance Advisors, LLC | 5.04K | $110.7K | −$97 | Added$104.2K |
| NATIONAL BANK OF CANADA /FI/ | 3.01K | $66.3K | −$812 | Cut−$50.4K |
| Spire Wealth Management | 2.91K | $64.3K | −$558 | Cut−$302K |
| Golden State Equity Partners | 2.75K | $60.9K | — | New |
| CNB Bank | 2.27K | $50.3K | −$432 | Cut−$878 |
| Hurley Capital, LLC | 2.12K | $46.9K | −$391 | Cut−$4.14M |
| CWM, LLC | 1.84K | $40.7K | $40.7K | Added$40.7K |
| Golden State Wealth Management, LLC | 1.71K | $37.8K | — | New |
| Newbridge Financial Services Group, Inc. | 1.58K | $35K | −$301 | Cut−$301 |
| Napier Financial, LLC | 1.55K | $34.2K | — | New |
| Fidelity | 1.03K | $22.8K | −$18 | Added$21.1K |
| Steward Partners Investment Advisory, LLC | 888 | $19.7K | −$169 | Cut−$169 |
| Blue Trust, Inc. | 879 | $19.5K | −$160 | Added$17 |
| Moisand Fitzgerald Tamayo, LLC | 800 | $17.7K | −$152 | Cut−$152 |
| VSM Wealth Advisory, LLC | 398 | $8.81K | −$75 | Cut−$75 |
| Cherry Tree Wealth Management, LLC | 225 | $4.98K | −$42 | Cut−$42 |
| Cambridge Investment Research Advisors, Inc. | 74.6K | $1.65K | −$13 | Added$159 |
| HARBOUR INVESTMENTS, INC. | 71 | $1.57K | −$14 | Cut−$14 |
| Thrivent Financial for Lutherans | 37.3K | $825 | −$6 | Added$161 |
| FLOW TRADERS U.S. LLC | 20.4K | $452 | — | New |
| THOROUGHBRED FINANCIAL SERVICES, LLC | 12.4K | $274 | −$3 | Cut−$209 |
| CX Institutional | 929 | $21 | −$0 | Held |
| HAZLETT, BURT & WATSON, INC. | 801 | $18 | −$0 | Held |