| LPL Financial LLC | 2.05M | $46.9M | −$244K | Added$3.62M |
| MORGAN STANLEY | 1.66M | $38.2M | −$214.2K | Added$163.2K |
| Arrow Financial Corp | 1.35M | $31M | −$158.1K | Added$2.91M |
| LBMC INVESTMENT ADVISORS, LLC | 1.12M | $25.8M | −$143.8K | Added$260.9K |
| COWA, LLC | 1.11M | $25.5M | $550.3K | Added$3.71M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1.07M | $24.5M | −$138.7K | Cut−$172.5K |
| WELLS FARGO & COMPANY/MN | 1.02M | $23.4M | −$132.6K | Cut−$2.36M |
| Mid-American Wealth Advisory Group, Inc. | 938.5K | $21.7M | $0 | Held |
| STRAIGHTLINE GROUP LLC | 911.7K | $20.9M | −$126.8K | Added$2.02M |
| BANK OF AMERICA CORP /DE/ | 840.6K | $19.3M | −$109.3K | Cut−$25.4M |
| Federation des caisses Desjardins du Quebec | 820.8K | $18.8M | −$98.5K | Cut−$740.9K |
| Private Advisor Group, LLC | 685.6K | $15.7M | −$89.1K | Cut−$14.7M |
| RAYMOND JAMES FINANCIAL INC | 664.5K | $15.3M | −$86.4K | Cut−$1.58M |
| LITTLEJOHN FINANCIAL SERVICES, INC. | 598K | $13.7M | −$77.7K | Cut−$228.4K |
| Hurley Capital, LLC | 571.8K | $13.1M | −$68.2K | Added$1.02M |
| Ruggaard & Associates LLC | 528.3K | $12.1M | −$68.2K | Added$23.6K |
| Baltimore-Washington Financial Advisors, Inc. | 476.5K | $10.9M | −$61.9K | Cut−$90.3K |
| Cornerstone Planning, LLC | 428.9K | $9.86M | −$47.4K | Cut−$330.1K |
| PRIVATE CLIENT SERVICES, LLC | 418.3K | $9.6M | −$34.9K | Added$3.4M |
| Cetera Investment Advisers | 418.2K | $9.6M | −$54.4K | Cut−$106.1K |
| BIP Wealth, LLC | 398.9K | $9.15M | −$48K | Added$626.6K |
| Stratos Wealth Partners, LTD. | 389.4K | $8.94M | −$49.4K | Added$159.1K |
| Sequoia Financial Advisors, LLC | 338K | $7.76M | −$43.9K | Cut−$14.5M |
| Mutual Advisors, LLC | 330.6K | $7.59M | −$39.5K | Added$573.5K |
| Integrated Wealth Concepts LLC | 318.5K | $7.31M | −$41.4K | Cut−$226.9K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 284.9K | $6.54M | −$35.3K | Added$277.8K |
| Delta Wealth Advisors LLC | 283.5K | $6.51M | −$16.9K | Added$3.51M |
| EVERGREEN CAPITAL MANAGEMENT LLC | 259.4K | $5.95M | −$33.7K | Cut−$63.9K |
| TABR Capital Management, LLC | 244K | $5.6M | −$30.5K | Added$191.4K |
| Tempus Wealth Planning, LLC | 226.3K | $5.19M | −$29.4K | Cut−$852.2K |
| Marathon Mission, Inc. | 223.4K | $5.13M | −$28.2K | Added$120.4K |
| UBS Group AG | 196.8K | $4.52M | −$25.6K | Cut−$450K |
| Csenge Advisory Group | 192.3K | $4.41M | −$13K | Added$2.11M |
| ROYAL BANK OF CANADA | 191.1K | $4.38M | −$24.3K | Cut−$4.13M |
| High Note Wealth, LLC | 186.4K | $4.28M | −$23.5K | Added$103.3K |
| EP Wealth Advisors, LLC | 184.7K | $4.24M | −$24K | Cut−$1.03M |
| Scissortail Wealth Management, LLC | 172.8K | $3.97M | −$19.3K | Added$545K |
| EVEXIA WEALTH LLC | 163.6K | $3.74M | −$26.7K | Added$505.1K |
| Krilogy Financial LLC | 155.4K | $3.56M | −$32.6K | Cut−$48.2K |
| Lido Advisors, LLC | 150.2K | $3.45M | −$64K | Cut−$636.1K |
| FF Advisors,LLC | 137K | $3.13M | −$32.2K | Cut−$2.07M |
| ENVESTNET ASSET MANAGEMENT INC | 132.9K | $3.05M | −$16.3K | Added$158.1K |
| Keeler Thomas Management LLC | 131.5K | $3.02M | −$17.1K | Cut−$6.79M |
| Ironwood Financial, llc | 131K | $3.01M | −$17.5K | Added$113.2K |
| Golden State Equity Partners | 126.6K | $2.91M | −$7.06K | Added$1.65M |
| JANE STREET GROUP, LLC | 120.6K | $2.77M | −$15.7K | Cut−$2.36M |
| Straight Path Wealth Management | 118.2K | $2.71M | −$15.3K | Cut−$394 |
| Parallel Advisors, LLC | 117.1K | $2.69M | −$6.71K | Added$1.5M |
| COMMONWEALTH EQUITY SERVICES, LLC | 111.1K | $2.55M | −$14.4K | Cut−$1.01M |
| World Investment Advisors | 108.6K | $2.49M | −$14.1K | Cut−$1.21M |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 102.2K | $2.35M | −$4.23K | Added$1.6M |
| Walser Wealth Management Company, A Ltd Liability Co | 101.3K | $2.33M | −$4.05K | Added$1.61M |
| EIGHT 31 FINANCIAL, LLC | 100.5K | $2.31M | −$13.1K | Cut−$52.7K |
| Commonwealth Financial Services, LLC | 96.3K | $2.21M | −$12.5K | Cut−$164.7K |
| Cornerstone Wealth Management, LLC | 93.5K | $2.15M | −$11.6K | Added$83.1K |
| OSAIC HOLDINGS, INC. | 89.5K | $2.05M | −$11.7K | Cut−$952.9K |
| AE Wealth Management LLC | 88.4K | $2.03M | −$11.5K | Cut−$166.3K |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 85.4K | $1.96M | −$8.51K | Added$450.5K |
| Brucke Financial, Inc. | 84.4K | $1.94M | −$7.78K | Added$553.2K |
| Endowment Wealth Management, Inc. | 80.5K | $1.85M | −$8.39K | Added$356.6K |
| Bedel Financial Consulting, Inc. | 77.2K | $1.77M | −$10K | Cut−$4.49K |
| IFP Advisors, Inc | 77.1K | $1.77M | −$6.68K | Added$583.8K |
| Sowell Financial Services LLC | 76.5K | $1.76M | −$6.88K | Added$535.8K |
| Centennial Advisors, LLC | 74.4K | $1.71M | −$9.67K | Cut−$172.4K |
| Landing Point Financial Group, LLC | 73.7K | $1.69M | −$9.59K | Cut−$87K |
| Migdal Insurance & Financial Holdings Ltd. | 70.8K | $1.62M | $1.62M | Added$1.62M |
| BlackRock, Inc. | 68.9K | $1.58M | −$6.72K | Added$388.5K |
| Cottage Street Advisors LLC | 68.4K | $1.57M | −$8.89K | Cut−$32.6K |
| OLD MISSION CAPITAL LLC | 54.5K | $1.25M | −$7.08K | Cut−$6.02K |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 53.8K | $1.23M | −$13.5K | Cut−$17.1K |
| Sanctuary Advisors, LLC | 52.1K | $1.19M | −$6.76K | Cut−$725.8K |
| Werba Rubin Papier Wealth Management | 46.6K | $1.07M | −$6.06K | Cut−$6.06K |
| TFR Capital, LLC. | 45.4K | $1.04M | −$1.2K | Added$829.3K |
| NWAM LLC | 42.8K | $982.6K | −$6.1K | Cut−$388.2K |
| Madden Advisory Services, Inc. | 41.2K | $945.6K | −$3.7K | Added$289.6K |
| Timber Creek Capital Management LLC | 41K | $940.6K | −$5.29K | Added$2.9K |
| FOCUSED ALPHA, LLC | 39.4K | $905.1K | −$4.72K | Added$65.2K |
| Quad-Cities Investment Group, LLC | 39.1K | $897K | −$5.07K | Cut−$192.9K |
| BEACON FINANCIAL PLANNING, INC | 38.3K | $878.3K | — | New |
| Carr Financial Group Corp | 37.9K | $870.8K | −$4.93K | Cut−$580.2K |
| Belpointe Asset Management LLC | 36.5K | $837.1K | −$4.74K | Cut−$4.93K |
| WRAPMANAGER INC | 35.8K | $822.6K | −$4.62K | Added$2.15K |
| REBALANCE, LLC | 35.2K | $807.3K | −$4.58K | Cut−$306.4K |
| Heartland Bank & Trust Co | 34.7K | $795.4K | −$3.89K | Added$104.4K |
| Kestra Advisory Services, LLC | 34.5K | $790.7K | −$3.43K | Added$182.1K |
| Rothschild Wealth LLC | 31.5K | $722.1K | −$3.47K | Added$105.9K |
| 10Elms LLP | 30.9K | $710.2K | −$1.43K | Added$456K |
| Koshinski Asset Management, Inc. | 30.2K | $693.6K | −$3.9K | Added$2.03K |
| HM PAYSON & CO | 30.2K | $693.1K | −$3.93K | Cut−$13.8K |
| Klaas Financial Asset Advisors, LLC | 29K | $666.4K | −$3.65K | Added$18.8K |
| GREAT VALLEY ADVISOR GROUP, INC. | 28.9K | $664.1K | −$3.58K | Added$36K |
| Golden Reserve Retirement LLC | 28.5K | $653.4K | −$1.58K | Added$372.1K |
| Citadel | 28.3K | $648.3K | −$3.37K | Added$49K |
| HighTower Advisors, LLC | 27.6K | $634.3K | −$3.58K | Cut−$3.03K |
| Snowden Capital Advisors LLC | 26.9K | $617.7K | −$3.5K | Cut−$23.5K |
| Aspen Wealth Management LLC | 25.9K | $593.3K | −$2.57K | Added$137K |
| Livet Wealth, LLC | 25.1K | $576.8K | −$2.25K | Added$176.8K |
| Summit Wealth Partners, LLC | 24.7K | $567.4K | −$3.22K | Cut−$39.4K |
| Montis Financial, LLC | 24.7K | $567K | −$3.23K | Cut−$168.2K |
| Magnus Financial Group LLC | 23.6K | $542.6K | — | New |
| Cerity Partners LLC | 23.3K | $533.6K | — | New |
| Steward Partners Investment Advisory, LLC | 22.8K | $523.3K | −$2.96K | Cut−$5.47K |
| Robertson Stephens Wealth Management, LLC | 21.6K | $496.4K | −$2.81K | Cut−$45.8K |
| MCF Advisors LLC | 21.4K | $490.8K | −$2.78K | Cut−$1.58K |
| Occidental Asset Management, LLC | 21K | $482.8K | −$2.39K | Added$57.4K |
| CAPTRUST FINANCIAL ADVISORS | 21K | $480.8K | −$2.14K | Added$101.8K |
| Baird Financial Group, Inc. | 20.6K | $473.7K | −$2.13K | Added$95.5K |
| Farther Finance Advisors, LLC | 20.3K | $463.3K | −$3.7K | Added$121.5K |
| RIVER'S EDGE WEALTH MANAGEMENT, LLC | 20.1K | $458.9K | −$3.39K | Cut−$2.36K |
| STIFEL FINANCIAL CORP | 19K | $435K | −$2.32K | Added$23.1K |
| Aprio Wealth Management, LLC | 18.7K | $428.7K | −$2.43K | Cut−$102.6K |
| AssuredPartners Investment Advisors, LLC | 18.1K | $413K | — | New |
| Ellis Investment Partners, LLC | 17.4K | $399.9K | — | New |
| Freestone Capital Holdings, LLC | 17.2K | $395.5K | −$2.24K | Cut−$131.9K |
| Focus Financial Network, Inc. | 17.1K | $391.9K | −$2.22K | Cut−$2.22K |
| Beacon Pointe Advisors, LLC | 17K | $391K | −$2.22K | Cut−$72.4K |
| PRINCIPAL SECURITIES, INC. | 16.7K | $382.4K | −$2.17K | Cut−$22.6K |
| Kastel Capital Advisors, LLC | 16.4K | $377.5K | $0 | Held |
| Summit Asset Management, LLC | 15.9K | $364.8K | — | New |
| Stockman Wealth Management, Inc. | 15.3K | $352.1K | −$2K | Cut−$2K |
| Johnson Bixby & Associates, LLC | 15K | $344.9K | −$1.96K | Cut−$490 |
| MONECO ADVISORS, LLC | 14.1K | $323.6K | −$1.83K | Cut−$1.83K |
| Orion Capital Management LLC | 14K | $321.3K | −$1.82K | Cut−$1.82K |
| Mayflower Financial Advisors, LLC | 14K | $321.1K | −$1.82K | Cut−$1.82K |
| Howland Capital Management LLC | 13.7K | $315.3K | −$1.79K | Cut−$1.79K |
| Avidian Wealth Enterprises, LLC | 13.4K | $306.9K | −$1.74K | Cut−$70.1K |
| Spire Wealth Management | 13.2K | $304K | −$1.72K | Cut−$294.6K |
| Waverly Advisors, LLC | 13.2K | $301.9K | — | New |
| Focus Partners Wealth | 12.8K | $294.5K | −$1.67K | Cut−$1.67K |
| Creative Planning | 12.5K | $287.5K | −$1.63K | Cut−$427.6K |
| TABLEAUX LLC | 12.1K | $278.6K | −$2.3K | Added$66.7K |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 11.6K | $265.9K | −$1.51K | Cut−$1.51K |
| Sunbelt Securities, Inc. | 11.4K | $261.6K | −$1.48K | Cut−$24K |
| Eldridge Investment Advisors, Inc. | 11.3K | $260.4K | −$1.21K | Added$45.7K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 11.2K | $256.8K | −$2.39K | Added$6.32K |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 10.9K | $250.8K | −$1.41K | Cut−$584 |
| TWO SIGMA SECURITIES, LLC | 10.8K | $249K | — | New |
| Alaska Permanent Capital Management, LLC | 10.6K | $243.3K | −$889 | Added$1.52K |
| PW Nova Financial Services LLC | 10.5K | $241K | — | New |
| Prospera Financial Services Inc | 10.4K | $238.1K | −$1.14K | Added$36.2K |
| Aegis Wealth Management, Inc. | 10.1K | $231.4K | −$1.31K | Cut−$4.43K |
| Spartan Wealth Advisory Services LLC | 9.95K | $228.4K | — | Held |
| New England Private Wealth Advisors LLC | 9.92K | $227.6K | −$1.27K | Added$982 |
| LEVEL FOUR ADVISORY SERVICES, LLC | 9.85K | $226.1K | −$1.27K | Cut−$927 |
| Pure Financial Advisors, LLC | 9.59K | $220.1K | −$1.25K | Cut−$1.25K |
| M3 Advisory Group, LLC | 9.37K | $215.1K | −$1.23K | Cut−$929 |
| Alaska Wealth Advisors, LLC | 9.03K | $207.1K | −$1.15K | Added$893 |
| Boreal Capital Management LLC | 1 | $206.6K | — | Cut−$19.6K |
| OneAscent Financial Services LLC | 8.98K | $206.1K | — | New |
| LIBERTY WEALTH MANAGEMENT LLC | 8.75K | $200.8K | −$1.14K | Added$421 |
| Bank of New York Mellon Corp | 8.72K | $200.1K | — | New |
| Rockefeller Capital Management L.P. | 8.68K | $199.3K | −$1.09K | Added$4.22K |
| Intentional Wealth Strategies, LLC | 8.41K | $193.1K | — | Held |
| Cherry Tree Wealth Management, LLC | 7.4K | $169.9K | −$963 | Cut−$5.99K |
| FIFTH THIRD BANCORP | 4.77K | $109.4K | — | New |
| North Star Investment Management Corp. | 4.67K | $107.1K | −$554 | Added$8.63K |
| Advisory Services Network, LLC | 4.05K | $92.9K | — | New |
| CWM, LLC | 3.64K | $83.5K | $81K | Added$83.4K |
| PRIVATE TRUST CO NA | 2.96K | $67.8K | −$384 | Cut−$384 |
| NATIONAL BANK OF CANADA /FI/ | 2.91K | $66.7K | −$174 | Cut−$49.4K |
| Blue Trust, Inc. | 2.85K | $65.5K | −$383 | Cut−$176 |
| Clearstead Advisors, LLC | 2.44K | $56K | −$318 | Cut−$318 |
| CNB Bank | 2.23K | $51.2K | −$291 | Cut−$706 |
| Napier Financial, LLC | 1.47K | $33.8K | — | New |
| Aptus Capital Advisors, LLC | 1.13K | $25.9K | −$146 | Cut−$4.67K |
| Fidelity | 914 | $21K | — | New |
| GILPIN WEALTH MANAGEMENT, LLC | 683 | $15.7K | −$89 | Cut−$89 |
| HARBOUR INVESTMENTS, INC. | 418 | $9.61K | −$44 | Added$25 |
| US BANCORP \DE\ | 400 | $9.18K | −$52 | Cut−$52 |
| 3 FACTOR INDEXING, LLC | 398 | $9.13K | — | Held |
| VSM Wealth Advisory, LLC | 384 | $8.81K | −$50 | Cut−$50 |
| Kingdom Financial Group LLC. | 366 | $8.39K | −$56 | Added$36 |
| Lloyd Advisory Services, LLC. | 366 | $8.39K | — | New |
| JPMORGAN CHASE & CO | 341 | $7.82K | −$48 | Cut−$33.3K |
| Western Wealth Management, LLC | 327 | $7.5K | — | New |
| Cambridge Investment Research Advisors, Inc. | 301.5K | $6.92K | −$39 | Cut−$25.5K |
| SkyView Investment Advisors, LLC | 88.8K | $2.04K | −$12 | Cut−$126 |
| Ashton Thomas Private Wealth, LLC | 87 | $2K | — | New |
| Thrivent Financial for Lutherans | 52.7K | $1.21K | −$5 | Added$94 |
| FLOW TRADERS U.S. LLC | 15.7K | $361 | −$1 | Added$130 |
| Moisand Fitzgerald Tamayo, LLC | 1 | $23 | −$1 | Cut−$1 |
| CX Institutional | 929 | $21 | −$0 | Held |
| HAZLETT, BURT & WATSON, INC. | 175 | $4 | −$0 | Held |