| Mariner, LLC | 1.31M | $57.2M | −$445.7K | Added$5.36M |
| Destination Wealth Management | 516.3K | $22.6M | −$190K | Added$523.9K |
| Octavia Wealth Advisors, LLC | 465.2K | $20.4M | −$176.8K | Cut−$9.19M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 276.5K | $12.1M | −$128.4K | Cut−$5.01M |
| RAYMOND JAMES FINANCIAL INC | 232.7K | $10.2M | −$40.9K | Added$5.43M |
| BANK OF AMERICA CORP /DE/ | 225.7K | $9.89M | −$84.1K | Added$103.1K |
| Ethos Capital Management, Inc. | 220.2K | $9.65M | −$69.9K | Added$1.52M |
| LPL Financial LLC | 173.1K | $7.59M | −$34.5K | Added$3.57M |
| PFG Advisors | 161.1K | $7.06M | −$60.2K | Added$49.7K |
| UBS Group AG | 159.5K | $6.99M | −$60.6K | Cut−$83.9K |
| MORGAN STANLEY | 118.1K | $5.18M | −$43.8K | Added$85.2K |
| Citadel | 99.4K | $4.36M | −$16.4K | Added$2.45M |
| JPMORGAN CHASE & CO | 91.3K | $3.99M | −$45.3K | Added$207.7K |
| Summit Financial, LLC | 72.6K | $3.18M | −$23.4K | Added$468.8K |
| Steward Partners Investment Advisory, LLC | 48K | $2.1M | −$17.8K | Added$34.2K |
| JANE STREET GROUP, LLC | 47.9K | $2.1M | −$18.2K | Cut−$849.4K |
| GOLDMAN SACHS GROUP INC | 46.7K | $2.05M | — | New |
| ROYAL BANK OF CANADA | 43.6K | $1.91M | −$11.9K | Added$514K |
| OSAIC HOLDINGS, INC. | 35.2K | $1.54M | −$12.5K | Added$117.6K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 30.2K | $1.32M | −$8.92K | Added$287K |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 29.8K | $1.3M | −$11.3K | Cut−$519.2K |
| Cannon Financial Strategists, Inc. | 27.1K | $1.19M | −$10.1K | Added$21K |
| 5T Wealth, LLC | 24.8K | $1.09M | −$9.42K | Cut−$13.4K |
| ENVESTNET ASSET MANAGEMENT INC | 24.6K | $1.08M | −$8.28K | Added$113.6K |
| MERCER GLOBAL ADVISORS INC /ADV | 14K | $611.5K | — | New |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 12K | $524.1K | — | Held |
| Rice Partnership, LLC | 11.5K | $502.1K | −$4.16K | Added$18.3K |
| Focus Partners Wealth | 11.4K | $499.9K | −$4.34K | Cut−$4.33K |
| Reliant Investment Partners, LLC | 11.2K | $490.5K | −$3.79K | Added$49.1K |
| MML INVESTORS SERVICES, LLC | 7.76K | $340.2K | −$2.98K | Cut−$131.6K |
| Charis Legacy Partners, LLC | 7.1K | $311.1K | −$2.7K | Cut−$2.7K |
| Concurrent Investment Advisors, LLC | 6.23K | $273K | −$2.37K | Cut−$14.7K |
| PRINCIPAL SECURITIES, INC. | 6.11K | $267.6K | −$2.32K | Cut−$11.2K |
| JGP Wealth Management, LLC | 5.76K | $252.2K | −$2.19K | Cut−$2.19K |
| BANK OF MONTREAL /CAN/ | 5.09K | $222.9K | −$1.93K | Cut−$1.93K |
| Comprehensive Money Management Services LLC | 4.79K | $209.7K | — | New |
| Advisory Services Network, LLC | 3.79K | $166.3K | — | New |
| CHAPMAN FINANCIAL GROUP, LLC | 2.26K | $98.9K | −$858 | Cut−$858 |
| BLAIR WILLIAM & CO/IL | 1.75K | $76.5K | −$663 | Cut−$6.14K |
| Godfrey Financial Associates, Inc. | 1.32K | $57.8K | −$499 | Cut−$324 |
| EASTERN BANK | 1.01K | $44.2K | −$383 | Cut−$383 |
| Kopp Family Office, LLC | 911 | $39.9K | −$346 | Cut−$346 |
| NBC SECURITIES, INC. | 900 | $39.4K | −$342 | Cut−$342 |
| Geneos Wealth Management Inc. | 860 | $37.7K | −$327 | Cut−$327 |
| SIGNATUREFD, LLC | 766 | $33.6K | −$265 | Cut−$46 |
| Newbridge Financial Services Group, Inc. | 744 | $32.6K | −$283 | Cut−$283 |
| Archer Investment Corp | 673 | $29.5K | −$256 | Cut−$256 |
| WealthShield Partners, LLC | 555 | $24.3K | −$211 | Cut−$211 |
| Capital Investment Advisory Services, LLC | 500 | $21.9K | −$190 | Cut−$190 |
| PRIVATE TRUST CO NA | 345 | $15.1K | −$131 | Cut−$131 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 300 | $13.1K | — | New |
| TWIN PEAKS WEALTH ADVISORS, LLC | 233 | $10.2K | — | New |
| Rockefeller Capital Management L.P. | 197 | $8.64K | −$100 | Cut−$12 |
| CITIGROUP INC | 179 | $7.84K | −$68 | Cut−$68 |
| Golden State Wealth Management, LLC | 154 | $6.77K | −$54 | Cut−$10 |
| Fidelity | 91 | $3.99K | — | New |
| Smartleaf Asset Management LLC | 65 | $2.84K | −$39 | Cut−$39 |
| HARBOUR INVESTMENTS, INC. | 49 | $2.16K | −$3 | Cut−$3 |
| Cambridge Investment Research Advisors, Inc. | 18K | $791 | −$3 | Added$451 |
| Betterment LLC | 6.65K | $292 | — | New |
| WELLS FARGO & COMPANY/MN | 1 | $22 | −$22 | Cut−$22 |