| HM PAYSON & CO | 5.91M | $135.4M | $236.3K | Cut−$14.6M |
| Kovitz Investment Group Partners, LLC | 4.55M | $104.2M | $182K | Cut−$3.62M |
| BANK OF AMERICA CORP /DE/ | 4.15M | $95.2M | $159K | Added$4.27M |
| MORGAN STANLEY | 4.08M | $93.5M | $159K | Added$2.55M |
| MERCER GLOBAL ADVISORS INC /ADV | 2.52M | $57.8M | $103.8K | Cut−$7.19M |
| Capital Investment Advisors, LLC | 2.49M | $56.9M | $99.4K | Added$16.8K |
| LPL Financial LLC | 2.39M | $54.9M | $90K | Added$3.41M |
| WELLS FARGO & COMPANY/MN | 2.36M | $54.2M | $94.6K | Cut−$3.28M |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 1.86M | $42.6M | $60.8K | Added$4.04M |
| Connecticut Wealth Management, LLC | 1.8M | $41.2M | $53.1K | Added$10.9M |
| RAYMOND JAMES FINANCIAL INC | 1.69M | $38.7M | $67.6K | Cut−$13.2M |
| UBS Group AG | 1.61M | $36.8M | $63.4K | Added$540.8K |
| BAILARD, INC. | 1.61M | $36.8M | $64.2K | Cut−$27.8M |
| Financial Advisory Corp | 1.6M | $36.7M | $64.1K | Cut−$432.7K |
| Integrated Wealth Concepts LLC | 1.6M | $36.6M | $58.7K | Added$2.98M |
| SUMMITRY LLC | 1.53M | $35.1M | $60.9K | Added$220.2K |
| ENVESTNET ASSET MANAGEMENT INC | 1.37M | $31.3M | $8.34K | Added$26.5M |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 1.14M | $26.1M | $42.4K | Added$1.9M |
| Wealthspire Advisors, LLC | 1.02M | $23.5M | $6.25K | Added$19.9M |
| Krilogy Financial LLC | 920.1K | $21M | −$43.4K | Added$1.16M |
| OneAscent Financial Services LLC | 906.1K | $20.8M | — | New |
| Horizon Advisory Services, Inc. | 878.3K | $20.1M | $34.4K | Added$442.1K |
| MOSELEY INVESTMENT MANAGEMENT INC | 842.2K | $19.3M | $32.9K | Added$475.3K |
| Carnegie Investment Counsel | 842.1K | $19.3M | $33.7K | Cut−$766.8K |
| Apella Capital, LLC | 776.7K | $17.8M | $7.67K | Added$231.2K |
| MKT Advisors LLC | 777.7K | $17.8M | −$34K | Added$476.4K |
| OSAIC HOLDINGS, INC. | 767.8K | $17.6M | $31K | Cut−$457.6K |
| MV CAPITAL MANAGEMENT, INC. | 695.6K | $15.9M | $26.4K | Added$851.6K |
| Stratos Wealth Partners, LTD. | 694.3K | $15.9M | $27K | Added$463K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 671.4K | $15.4M | $25K | Added$1.09M |
| CWM, LLC | 669.6K | $15.3M | $12.9M | Added$15.3M |
| Denver PWM, LLC | 668.8K | $15.3M | −$43.5K | Cut−$2.62M |
| BlackRock, Inc. | 660.6K | $15.1M | $11.1K | Added$8.79M |
| Focus Partners Wealth | 640.2K | $14.7M | $23.5K | Added$1.21M |
| Delta Wealth Advisors LLC | 615.9K | $14.1M | $19.7K | Added$2.84M |
| Scissortail Wealth Management, LLC | 613.1K | $14M | $21.1K | Added$2.01M |
| Stratos Wealth Advisors, LLC | 601.8K | $13.8M | $24.1K | Cut−$19.5M |
| BIP Wealth, LLC | 530K | $12.1M | $18.5K | Added$1.58M |
| Baird Financial Group, Inc. | 529.2K | $12.1M | $18.3K | Added$1.67M |
| Wealth Management Strategies, Inc. | 515.8K | $11.8M | $20.7K | Cut−$31.3K |
| ROYAL BANK OF CANADA | 492.9K | $11.3M | $19.3K | Cut−$583K |
| Sound View Wealth Advisors Group, LLC | 491.9K | $11.3M | $19.7K | Cut−$39.2K |
| TITLEIST ASSET MANAGEMENT, LLC | 486.1K | $11.1M | $13.4K | Added$3.48M |
| Baltimore-Washington Financial Advisors, Inc. | 485.3K | $11.1M | $18.1K | Added$787.6K |
| Asset Advisors Investment Management, LLC | 484.2K | $11.1M | $19K | Added$249.6K |
| CreativeOne Wealth, LLC | 476.2K | $10.9M | $17.9K | Added$654.4K |
| COMMONWEALTH EQUITY SERVICES, LLC | 473.4K | $10.8M | $18.9K | Cut−$1.32M |
| STIFEL FINANCIAL CORP | 454.7K | $10.4M | $17.8K | Added$202.5K |
| Sanctuary Advisors, LLC | 427.7K | $9.8M | $16.8K | Added$197.1K |
| Financial Engines Advisors L.L.C. | 395.7K | $9.07M | $15.8K | Cut−$4.34K |
| Mariner, LLC | 383K | $8.78M | $15.3K | Cut−$510.2K |
| McGuire Investment Group, LLC | 382.2K | $8.76M | $15.3K | Cut−$182.1K |
| Juno Financial Group LLC | 365K | $8.36M | $14.6K | Cut−$2.17M |
| Midwest Professional Planners, LTD. | 364.8K | $8.36M | $12.9K | Added$957.6K |
| Asset Dedication, LLC | 346.9K | $7.95M | $10.9K | Added$1.75M |
| PSI Advisors, LLC | 341.9K | $7.83M | $12.5K | Added$678.8K |
| HighTower Advisors, LLC | 338.5K | $7.76M | $13.6K | Cut−$51.5K |
| AMERIPRISE FINANCIAL INC | 328.4K | $7.52M | $12.8K | Added$223.5K |
| Mesirow Financial Investment Management, Inc. | 288.7K | $6.62M | $5.46K | Added$3.5M |
| CENTRAL TRUST Co | 267.5K | $6.13M | $10.7K | Cut−$568.5K |
| Trinity Wealth Management, LLC | 264.7K | $6.07M | $10.3K | Added$155.2K |
| REBALANCE, LLC | 249.7K | $5.72M | $9.99K | Cut−$182.1K |
| Atlantic Private Wealth, LLC | 242.8K | $5.56M | $9.71K | Cut−$288.8K |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 229.8K | $5.27M | $9.2K | Cut−$262.6K |
| Belpointe Asset Management LLC | 228.2K | $5.23M | $6.99K | Added$1.23M |
| Parkside Financial Bank & Trust | 218.6K | $5.01M | $8.74K | Added$8.74K |
| MAI Capital Management | 215.7K | $4.94M | $6.82K | Added$1.04M |
| Archer Investment Corp | 215.2K | $4.93M | $8.55K | Added$43.2K |
| Lido Advisors, LLC | 207.7K | $4.76M | −$6.95K | Cut−$737.3K |
| CAPTRUST FINANCIAL ADVISORS | 200.2K | $4.59M | $8.02K | Cut−$139.7K |
| Eldridge Investment Advisors, Inc. | 200.3K | $4.57M | −$7.12K | Cut−$2.49M |
| Stockman Wealth Management, Inc. | 194.4K | $4.46M | $6.98K | Added$456.3K |
| Americana Partners, LLC | 178.8K | $4.1M | $7.14K | Cut−$308K |
| Independent Advisor Alliance | 175.1K | $4.01M | — | New |
| MML INVESTORS SERVICES, LLC | 167.6K | $3.84M | $6.69K | Cut−$543K |
| Brookstone Capital Management | 165.7K | $3.8M | $3.58K | Added$1.75M |
| KOM Wealth Management Group, LLC | 162.1K | $3.71M | $6.47K | Cut−$1.87M |
| Howland Capital Management LLC | 160.7K | $3.68M | $6.43K | Cut−$144.3K |
| True Link Financial Advisors, LLC | 160.5K | $3.68M | $5.45K | Added$559.3K |
| Portland Global Advisors LLC | 157.7K | $3.61M | $5.56K | Added$433.8K |
| GOLDMAN SACHS GROUP INC | 154.4K | $3.54M | — | New |
| SIGNATUREFD, LLC | 154.2K | $3.53M | $6.17K | Cut−$145.6K |
| Accretive Wealth Partners, LLC | 153.2K | $3.51M | $5.93K | Added$120.8K |
| Gradient Investments LLC | 148.4K | $3.4M | $5.92K | Cut−$511.7K |
| LITTLEJOHN FINANCIAL SERVICES, INC. | 138.6K | $3.18M | $5.52K | Cut−$138.2K |
| Cetera Investment Advisers | 137.9K | $3.16M | $5.52K | Cut−$134K |
| Lantz Financial LLC | 135.3K | $3.1M | $4.71K | Added$410.9K |
| Private Advisor Group, LLC | 133.1K | $3.05M | $5.32K | Cut−$957K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 132.9K | $3.04M | $1.85K | Added$1.99M |
| D.A. DAVIDSON & CO. | 131.6K | $3.02M | $5.26K | Cut−$1.34M |
| Valmark Advisers, Inc. | 125.8K | $2.88M | $5.03K | Cut−$22.3K |
| Probity Advisors, Inc. | 124.8K | $2.86M | $4.99K | Cut−$1.92M |
| Allworth Financial LP | 118.7K | $2.72M | $4.76K | Cut−$2.15K |
| Atria Investments, Inc | 112.6K | $2.58M | $4.39K | Added$77.3K |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 108.3K | $2.48M | $3.53K | Added$462.3K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 108.5K | $2.48M | −$4.33K | Cut−$1.84M |
| Centennial Advisors, LLC | 107.3K | $2.46M | $4.28K | Cut−$223K |
| TFR Capital, LLC. | 105.2K | $2.41M | $4.01K | Added$115.6K |
| Compound Planning, Inc. | 102.9K | $2.36M | $4.12K | Cut−$89.4K |
| Kestra Advisory Services, LLC | 98.2K | $2.25M | $3.78K | Added$89.3K |
| Crestmont Private Wealth LLC | 93.9K | $2.15M | — | New |
| MOULTON WEALTH MANAGEMENT, INC | 93.1K | $2.13M | — | New |
| GOULD ASSET MANAGEMENT LLC /CA/ | 92.6K | $2.12M | $3.7K | Added$4.39K |
| Mill Creek Capital Advisors, LLC | 89.8K | $2.06M | $3.59K | Added$3.59K |
| Associated Banc-Corp | 89.1K | $2.04M | $3.56K | Cut−$82.3K |
| Sunbeam Capital Management, LLC | 88.7K | $2.03M | $3.53K | Added$15.3K |
| Creative Planning | 88.7K | $2.03M | $3.42K | Added$74.4K |
| Klaas Financial Asset Advisors, LLC | 88K | $2.02M | $3.42K | Added$60.7K |
| Hughes Financial Services, LLC | 87.9K | $2.01M | $3.52K | Cut−$325.2K |
| IFP Advisors, Inc | 87.8K | $2.01M | $3.51K | Cut−$321.6K |
| Fourth Dimension Wealth, LLC | 86.9K | $1.99M | $3.27K | Added$119.2K |
| Northstar Group, Inc. | 86.5K | $1.98M | $3.39K | Added$44.6K |
| Cerity Partners LLC | 86.5K | $1.98M | $974 | Added$1.43M |
| Csenge Advisory Group | 85.6K | $1.96M | $1.09K | Added$1.34M |
| Equitable Holdings, Inc. | 83K | $1.9M | −$0 | Added$109.6K |
| FIRST NATIONAL BANK OF OMAHA | 82.5K | $1.89M | $3.71K | Cut−$481.5K |
| Modern Wealth Management, LLC | 79.8K | $1.82M | −$2.03K | Added$269.7K |
| Endowment Wealth Management, Inc. | 79K | $1.81M | $2.55K | Added$355.4K |
| KFG WEALTH MANAGEMENT, LLC | 79K | $1.81M | $2.86K | Added$173K |
| MGO ONE SEVEN LLC | 75.3K | $1.73M | $2.74K | Added$165.5K |
| MONEY CONCEPTS CAPITAL CORP | 73.5K | $1.68M | $2.48K | Added$265.8K |
| Modera Wealth Management, LLC | 72.6K | $1.66M | $2.81K | Added$53.5K |
| Montecito Bank & Trust | 71.8K | $1.64M | $2.87K | Cut−$30.3K |
| SUMMITPOINT CAPITAL MANAGEMENT | 70.7K | $1.62M | — | Held |
| MONTAG A & ASSOCIATES INC | 68.1K | $1.56M | $2.72K | Cut−$116K |
| Old Port Advisors | 67.2K | $1.54M | $2.69K | Cut−$340.9K |
| Reliant Wealth Planning | 64.5K | $1.48M | $2.58K | Cut−$35.4K |
| Cannon Financial Strategists, Inc. | 63.2K | $1.45M | $2.2K | Added$10.3K |
| Heartland Bank & Trust Co | 63.1K | $1.45M | $2.52K | Added$2.52K |
| Penobscot Investment Management Company, Inc. | 61.5K | $1.41M | $2.46K | Cut−$20.4K |
| Summit Wealth Partners, LLC | 60.9K | $1.39M | $2.43K | Cut−$69.7K |
| Trust Co | 60.8K | $1.39M | $2.44K | Cut−$45.5K |
| DRIVE WEALTH MANAGEMENT, LLC | 60.3K | $1.38M | $2.41K | Cut−$303K |
| Faithward Advisors, LLC | 58.9K | $1.35M | — | New |
| RIVERCHASE WEALTH MANAGEMENT, LLC | 58.5K | $1.34M | $2.34K | Cut−$52.1K |
| Avantax Planning Partners, Inc. | 57.9K | $1.33M | $2.32K | Added$2.32K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 57.7K | $1.32M | $2.24K | Added$33.4K |
| Essential Planning, LLC. | 55.7K | $1.28M | $2.23K | Cut−$7.1K |
| Compass Ion Advisors, LLC | 53.8K | $1.23M | $1.84K | Added$183K |
| Horizons Wealth Management | 52.5K | $1.2M | $2.1K | Cut−$4.28K |
| SCS Capital Management LLC | 51.7K | $1.19M | $1.37K | Added$402.1K |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 50.4K | $1.15M | −$1.51K | Cut−$223K |
| High Note Wealth, LLC | 49.2K | $1.13M | $1.85K | Added$66.8K |
| Merit Financial Group, LLC | 48.9K | $1.12M | $1.94K | Added$8.02K |
| Rossmore Private Capital | 48.1K | $1.1M | $1.81K | Added$65.8K |
| BARRETT & COMPANY, INC. | 47.7K | $1.09M | $1.9K | Cut−$364 |
| Madden Advisory Services, Inc. | 39.2K | $897.6K | $1.03K | Added$308.2K |
| Foundry Financial Group, Inc. | 39K | $893.5K | $1.56K | Cut−$206.9K |
| Great Diamond Partners, LLC | 38.9K | $890.4K | $752 | Added$460.2K |
| Element Wealth, LLC | 38.8K | $889.4K | $1.49K | Added$38.1K |
| Straight Path Wealth Management | 37.8K | $866.8K | $1.49K | Cut−$43.3K |
| Granite Harbor Advisors, Inc. | 37.1K | $850.6K | $1.49K | Cut−$10.5K |
| DUNCKER STREETT & CO INC | 35.2K | $806.2K | $967 | Added$249.4K |
| Savvy Advisors, Inc. | 34.8K | $796.8K | $1.22K | Added$108.1K |
| JIM SAULNIER & ASSOCIATES, LLC | 34.6K | $792.6K | $1.37K | Cut−$238.8K |
| PNC Financial Services Group, Inc. | 33.8K | $774K | $1.01K | Added$195.8K |
| Raab & Moskowitz Asset Management LLC | 33.4K | $764.7K | $742 | Added$340.6K |
| Beacon Pointe Advisors, LLC | 31.7K | $725.9K | $1.2K | Added$44K |
| TABLEAUX LLC | 30.3K | $695.1K | −$19.4K | Added$172.4K |
| Koss-Olinger Consulting, LLC | 29.7K | $680.9K | $1.57K | Added$2.92K |
| Black Swift Group, LLC | 29.5K | $676.5K | $1.18K | Cut−$231K |
| Pure Financial Advisors, LLC | 28.9K | $661.2K | $1.11K | Added$27.2K |
| CIBC WORLD MARKET INC. | 28.7K | $656.8K | $1.15K | Added$1.15K |
| BEACON FINANCIAL PLANNING, INC | 28.5K | $653.6K | $673 | Added$267.5K |
| MISSION WEALTH MANAGEMENT, LP | 28.5K | $652.5K | — | New |
| Prospera Financial Services Inc | 27.6K | $633.5K | $1.13K | Cut−$4.53M |
| CARY STREET PARTNERS FINANCIAL LLC | 27.6K | $632.8K | $1.1K | Added$1.1K |
| Mraz, Amerine & Associates, Inc. | 27K | $618.4K | — | New |
| Conrad Siegel Investment Advisors, Inc. | 26.7K | $610.7K | $1.05K | Added$6.25K |
| Stonebridge Financial Group, LLC | 26.6K | $609.1K | $1.06K | Cut−$181.8K |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | 26.5K | $606.4K | $390 | Added$379.4K |
| JANE STREET GROUP, LLC | 26.2K | $599.4K | — | New |
| Churchill Financial Advisors, LLC | 26K | $594.9K | $1.02K | Added$12.8K |
| Snowden Capital Advisors LLC | 25.3K | $580.7K | $997 | Cut−$70.2K |
| Cambridge Financial Group, LLC | 25.2K | $577K | — | New |
| PRINCIPAL SECURITIES, INC. | 24.5K | $561.7K | $875 | Added$61.3K |
| Ellis Investment Partners, LLC | 24K | $550.1K | — | New |
| LBMC INVESTMENT ADVISORS, LLC | 23.9K | $548.1K | $607 | Added$200.7K |
| Steward Partners Investment Advisory, LLC | 23.9K | $547.5K | $962 | Cut−$470.7K |
| HARBOUR INVESTMENTS, INC. | 23.6K | $540K | $866 | Added$54.4K |
| Grant Street Asset Management, Inc. | 23.5K | $538.4K | $934 | Added$4.37K |
| Yoder Wealth Management, Inc. | 23.2K | $532.3K | $929 | Added$929 |
| Prosperity Planning, Inc. | 23.1K | $529.3K | $496 | Added$250.6K |
| Washington Trust Advisors, Inc. | 22.1K | $505.6K | $883 | Added$883 |
| CASCADE INVESTMENT GROUP, INC. | 21.6K | $495.2K | — | New |
| COLDSTREAM CAPITAL MANAGEMENT INC | 21.6K | $494.8K | $864 | Cut−$133.1K |
| OneDigital Investment Advisors LLC | 21K | $481.2K | $840 | Added$840 |
| Signature Wealth Management Group | 21K | $481.2K | $840 | Added$840 |
| Robertson Stephens Wealth Management, LLC | 21K | $481.2K | $840 | Added$840 |
| Daybright Advisory Services, Inc. | 20.4K | $467.6K | $795 | Added$3.8K |
| Icahn Capital | 20.4K | $467.2K | $815 | Added$815 |
| Leo Wealth, LLC | 20.3K | $466K | $816 | Cut−$41.2K |
| Simplicity Wealth,LLC | 20.2K | $462.9K | $803 | Added$3.48K |
| Citadel | 19.9K | $455.1K | — | New |
| GTS SECURITIES LLC | 19.8K | $453.4K | — | New |
| Advisory Services Network, LLC | 19.7K | $452K | $782 | Cut−$751 |
| Quantinno Capital Management LP | 19.7K | $450.5K | — | New |
| WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | 19.6K | $448.2K | $710 | Added$38.6K |
| Koshinski Asset Management, Inc. | 18.8K | $431.6K | $704 | Added$28.9K |
| Chesley Taft & Associates LLC | 18.6K | $426.2K | $744 | Added$744 |
| Kovack Advisors, Inc. | 18.6K | $426.2K | $744 | Added$744 |
| Kastel Capital Advisors, LLC | 17.3K | $395.1K | $0 | Held |
| CFS Investment Advisory Services, LLC | 17.2K | $393.3K | $171 | Cut−$1.64K |
| Dorsey & Whitney Trust CO LLC | 16.8K | $385.3K | $672 | Cut−$151.4K |
| Physician Wealth Advisors, Inc. | 16.7K | $383K | $669 | Added$669 |
| Towne Trust Company, N.A | 16.6K | $380.4K | $664 | Added$664 |
| INDEPENDENT FINANCIAL GROUP, LLC | 16.5K | $377.3K | $658 | Cut−$417 |
| World Investment Advisors | 16.4K | $375.5K | $489 | Added$97.6K |
| Spectrum Asset Management, Inc. (NB/CA) | 16.4K | $375.2K | $656 | Cut−$65K |
| DUDLEY CAPITAL MANAGEMENT, LLC | 16.2K | $371.8K | $365 | Added$163.1K |
| Crews Bank & Trust | 16.2K | $371K | $648 | Cut−$15.4K |
| Prime Capital Investment Advisors, LLC | 16.1K | $368.3K | $600 | Added$27.5K |
| River Street Advisors LLC | 16K | $366.6K | — | New |
| Alessandra Capital Management, LLC | 15.5K | $355.2K | $420 | Added$115K |
| Heartwood Wealth Advisors LLC | 15.5K | $355K | $619 | Cut−$15.9M |
| Visionary Wealth Advisors | 15.4K | $352.6K | $616 | Added$21 |
| Keeler Thomas Management LLC | 15.3K | $350.8K | $612 | Cut−$1.43M |
| Kestra Investment Management, LLC | 15.2K | $349.2K | $604 | Added$627 |
| CIBC Bancorp USA Inc. | 14.7K | $336.9K | — | Held |
| JOHNSON INVESTMENT COUNSEL INC | 14.3K | $327.4K | — | New |
| MAIRS & POWER INC | 14.3K | $326.7K | $570 | Added$570 |
| Decker Wealth Management LLC | 14.1K | $322.4K | $563 | Added$563 |
| Blake Schutter Theil Wealth Advisors, LLC | 13.9K | $318.9K | $556 | Added$556 |
| Hills Bank & Trust Co | 13.9K | $317.8K | $548 | Added$4.17K |
| LIBERTY WEALTH MANAGEMENT LLC | 13.8K | $317.2K | $546 | Added$2.29K |
| NOVEM GROUP | 13.8K | $316.5K | $553 | Added$2.57K |
| FIFTH THIRD BANCORP | 13.8K | $316.3K | $87 | Added$266.3K |
| Apollon Wealth Management, LLC | 13.2K | $303.3K | $524 | Cut−$24.3M |
| Autumn Glory Partners, LLC | 13.2K | $302.5K | $526 | Added$1.19K |
| Willis Johnson & Associates, Inc. | 12.9K | $296.2K | $502 | Added$2.4K |
| DAVENPORT & Co LLC | 12.8K | $292.2K | — | New |
| WORLD EQUITY GROUP, INC. | 12.6K | $288.5K | $504 | Added$504 |
| MONECO ADVISORS, LLC | 12.6K | $288.5K | $503 | Added$503 |
| MLP3, LLC | 12.5K | $286.3K | — | New |
| LEVEL FOUR ADVISORY SERVICES, LLC | 12.5K | $286.2K | $500 | Cut−$181.8K |
| Princeton Global Asset Management LLC | 12.2K | $280.3K | $489 | Cut−$4.09K |
| Advisor OS, LLC | 12.2K | $278.6K | $487 | Cut−$47.1K |
| McLean Asset Management Corp | 12K | $275.4K | $120 | Added$120 |
| Cherry Tree Wealth Management, LLC | 11.4K | $262K | $457 | Added$457 |
| BLUE SQUARE ASSET MANAGEMENT, LLC | 11.4K | $261K | $438 | Added$11.1K |
| Unified Investment Management | 11.3K | $259.5K | $350 | Added$59K |
| Parallel Advisors, LLC | 11.2K | $256.6K | $249 | Added$121K |
| Highland Financial Advisors, LLC | 11K | $252.7K | $441 | Added$441 |
| JAMES INVESTMENT RESEARCH, INC. | 11K | $252.1K | $440 | Added$440 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 10.9K | $248.7K | — | New |
| StoneX Group Inc. | 10.7K | $245.9K | — | New |
| Cooper Financial Group | 10.6K | $243.7K | $424 | Cut−$48K |
| MATTERN CAPITAL MANAGEMENT, LLC | 10.4K | $238.8K | $417 | Cut−$49.6K |
| Avidian Wealth Enterprises, LLC | 10.3K | $236.4K | $412 | Added$412 |
| Guidance Point Advisors, LLC | 10.2K | $234.9K | $389 | Added$12.3K |