| BANK OF AMERICA CORP /DE/ | 1.26M | $54.9M | $360.5K | Added$478.1K |
| MERCER GLOBAL ADVISORS INC /ADV | 355.5K | $15.5M | $102.1K | Cut−$3.43M |
| WEALTH MANAGEMENT RESOURCES, INC. | 279.8K | $12.2M | $80.3K | Added$35.9K |
| RAYMOND JAMES FINANCIAL INC | 249.6K | $10.9M | $71.6K | Cut−$338.5K |
| COMMONWEALTH EQUITY SERVICES, LLC | 169.1K | $7.38M | $48.5K | Cut−$65.9K |
| LPL Financial LLC | 134.5K | $5.87M | $38.6K | Cut−$1.28M |
| Brickley Wealth Management | 127.2K | $5.55M | $36.5K | Added$40.2K |
| Creative Planning | 81.2K | $3.54M | $22.9K | Added$74.6K |
| ROYAL BANK OF CANADA | 79.6K | $3.47M | $18.1K | Added$682K |
| Kestra Advisory Services, LLC | 72.9K | $3.18M | $20.9K | Cut−$9.01K |
| Advisory Services Network, LLC | 70.7K | $3.08M | $10.2K | Added$1.54M |
| Modern Wealth Management, LLC | 68.4K | $3M | $35.6K | Added$25.1K |
| UBS Group AG | 67.4K | $2.94M | $19.3K | Cut−$24.5K |
| SAGESPRING WEALTH PARTNERS, LLC | 66.3K | $2.89M | $19K | Cut−$194.3K |
| AMERIPRISE FINANCIAL INC | 65.8K | $2.87M | $15.6K | Added$126.8K |
| Beacon Pointe Advisors, LLC | 64.8K | $2.83M | $18.6K | Cut−$87.2K |
| Rehmann Capital Advisory Group | 64.7K | $2.82M | $18.6K | Cut−$77K |
| JPMORGAN CHASE & CO | 63K | $2.72M | −$13.9K | Cut−$240.8K |
| GOLDMAN SACHS GROUP INC | 55.3K | $2.41M | $5.42K | Added$1.59M |
| WELLS FARGO & COMPANY/MN | 49.9K | $2.18M | $14.3K | Cut−$15.3M |
| GTS SECURITIES LLC | 47.8K | $2.08M | — | New |
| Armbruster Capital Management, Inc. | 46.5K | $2.03M | $13.2K | Added$41.5K |
| ENVESTNET ASSET MANAGEMENT INC | 44.9K | $1.96M | $12.9K | Cut−$6.71K |
| Independent Advisor Alliance | 39.2K | $1.71M | — | New |
| TWO SIGMA INVESTMENTS, LP | 36.6K | $1.6M | $10K | Added$84.2K |
| Sage Mountain Advisors LLC | 33.1K | $1.44M | $9.5K | Added$9.5K |
| Burns Matteson Capital Management, LLC | 32.9K | $1.43M | $9.43K | Cut−$32.6K |
| Citadel | 32.1K | $1.4M | $5.4K | Added$586.7K |
| Integrated Wealth Concepts LLC | 31.3K | $1.37M | $9K | Added$5.62K |
| Steward Partners Investment Advisory, LLC | 31.1K | $1.36M | $8.56K | Added$59.9K |
| REGATTA CAPITAL GROUP, LLC | 26.7K | $1.16M | $6.32K | Added$211.8K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 24.6K | $1.07M | $6.43K | Added$101.5K |
| Apollon Wealth Management, LLC | 22.8K | $994.9K | $6.55K | Added$4.82K |
| Geneos Wealth Management Inc. | 22.7K | $991.1K | $3 | Added$989.4K |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 22.4K | $977K | $6.43K | Added$6.43K |
| COLDSTREAM CAPITAL MANAGEMENT INC | 20.2K | $879.7K | $5K | Added$125.8K |
| XY Planning Network, Inc. | 19.6K | $859.5K | $10.1K | Added$17.8K |
| MFA Wealth Services | 19.2K | $835.8K | $5.46K | Added$9.04K |
| Prime Capital Investment Advisors, LLC | 18.5K | $806.7K | $5.31K | Cut−$89.8K |
| Private Advisor Group, LLC | 18K | $783.1K | $5.04K | Added$22.2K |
| Leelyn Smith, LLC | 14.8K | $647.6K | $4.26K | Cut−$70.3K |
| COWA, LLC | 13.9K | $608.4K | $4K | Cut−$9.08K |
| MML INVESTORS SERVICES, LLC | 13.8K | $600.4K | $3.92K | Cut−$53.9K |
| Cetera Investment Advisers | 12.7K | $551.9K | $3.47K | Added$24.3K |
| Corient Private Wealth LLC | 12.3K | $538.4K | $2.59K | Added$146.5K |
| OSAIC HOLDINGS, INC. | 10.9K | $475.3K | $3.19K | Cut−$55.9K |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | 10.6K | $463.3K | $3.05K | Cut−$101.1K |
| CAPTRUST FINANCIAL ADVISORS | 10.5K | $456.5K | $3.01K | Added$3K |
| Concurrent Investment Advisors, LLC | 10.3K | $447.4K | $2.96K | Cut−$2.72K |
| ADAMSBROWN WEALTH CONSULTANTS LLC | 9.91K | $432.4K | $2.84K | Added$4.28K |
| Fortune Financial Advisors, LLC | 8.98K | $391.8K | $2.59K | Cut−$41.4K |
| MORGAN STANLEY | 8.61K | $375.5K | $2.44K | Added$709 |
| IHT Wealth Management, LLC | 8.46K | $368.9K | $2.43K | Added$999 |
| High Net Worth Advisory Group LLC | 7.65K | $333.9K | $2.2K | Cut−$53.8K |
| D.A. DAVIDSON & CO. | 7.49K | $326.6K | $2.15K | Added$2.02K |
| Opulen Financial Group LLC | 7.47K | $326K | $2.17K | Cut−$9.7K |
| FIRST CITIZENS BANK & TRUST CO | 7.01K | $305.8K | $2.01K | Added$2.01K |
| GREAT VALLEY ADVISOR GROUP, INC. | 6.81K | $297.4K | $1.98K | Cut−$11K |
| CHOREO, LLC | 6.79K | $296.1K | $61 | Added$366 |
| Clear Creek Financial Management, LLC | 5.52K | $240.9K | $1.59K | Cut−$7.47K |
| STIFEL FINANCIAL CORP | 5.51K | $240.6K | $1.64K | Cut−$4.34K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 5.31K | $235.1K | — | New |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 5.34K | $232.9K | $1.45K | Added$10.8K |
| Professional Financial Advisors, LLC | 5.17K | $225.6K | $1.51K | Cut−$89.7K |
| Focus Partners Advisor Solutions, LLC | 5.04K | $220.1K | $1.35K | Added$14.1K |
| First Bank & Trust | 5.04K | $219.8K | $1.45K | Cut−$199 |
| HARBOUR INVESTMENTS, INC. | 4.99K | $217.8K | $1.28K | Added$24K |
| Waverly Advisors, LLC | 4.99K | $217.7K | $1.4K | Added$1.97K |
| Lido Advisors, LLC | 4.96K | $216.3K | $2.81K | Cut−$14.4K |
| RIK SAYLOR FINANCIAL, INC. | 4.71K | $205.6K | $1.38K | Cut−$1.79K |
| S.A. Mason LLC | 4.44K | $193.6K | $1.27K | Added$1.27K |
| Ameritas Investment Partners, Inc. | 4.04K | $176.4K | $1.13K | Added$1.22K |
| Fidelity | 3.77K | $164.5K | $1.05K | Added$4.11K |
| BlackRock, Inc. | 3.75K | $163.6K | $1.07K | Added$1.6K |
| Advisors Preferred, LLC | 3.6K | $156.8K | — | New |
| Tower Research Capital LLC (TRC) | 3.52K | $153.5K | $67 | Added$143.4K |
| Nova Wealth Management, Inc. | 3.34K | $145.7K | $959 | Cut−$79.9K |
| Farther Finance Advisors, LLC | 3.3K | $144.6K | $1.71K | Cut−$3.62K |
| Spire Wealth Management | 2.99K | $130.4K | $858 | Added$858 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 2.22K | $96.8K | $550 | Added$13.9K |
| Western Wealth Management, LLC | 1.76K | $77K | — | New |
| Provident Wealth Management, LLC | 1.75K | $76.5K | $504 | Added$504 |
| Physician Wealth Advisors, Inc. | 1.42K | $61.7K | $398 | Added$572 |
| Reyes Financial Architecture, Inc. | 1.33K | $58.1K | $382 | Added$382 |
| PNC Financial Services Group, Inc. | 1.27K | $55.6K | $366 | Added$366 |
| Colonial Trust Advisors | 1.13K | $49.1K | $323 | Added$323 |
| Front Row Advisors LLC | 1.05K | $45.8K | $301 | Added$301 |
| AE Wealth Management LLC | 987 | $43.1K | $303 | Added$1.52K |
| Harbor Asset Planning, Inc. | 908 | $39.6K | $275 | Added$449 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 570 | $25K | $262 | Added$306 |
| Pacific Center for Financial Services | 546 | $23.8K | $309 | Cut−$3.52K |
| Founders Financial Alliance, LLC | 537 | $23.4K | — | New |
| Root Financial Partners, LLC | 533 | $23.2K | $152 | Cut−$3.62K |
| CoreCap Advisors, LLC | 519 | $22.6K | $84 | Added$9.9K |
| ORG Wealth Partners, LLC | 408 | $17.8K | $121 | Cut−$9.76K |
| Fairscale Capital, LLC | 394 | $17.2K | $113 | Added$113 |
| BFSG, LLC | 386 | $16.8K | $111 | Added$111 |
| EverSource Wealth Advisors, LLC | 372 | $16.2K | $54 | Added$8.17K |
| Rockefeller Capital Management L.P. | 353 | $15.4K | $108 | Added$108 |
| MAI Capital Management | 346 | $15.1K | $99 | Added$99 |
| BLAIR WILLIAM & CO/IL | 317 | $13.8K | $91 | Added$91 |
| Measured Wealth Private Client Group, LLC | 293 | $12.8K | $84 | Added$84 |
| Clearstead Advisors, LLC | 242 | $10.6K | $69 | Added$69 |
| NewEdge Advisors, LLC | 9.91K | $9.91K | −$419.7K | Cut−$447.1K |
| VANGUARD ADVISERS INC | 198 | $8.65K | — | Held |
| WOLFF WIESE MAGANA LLC | 180 | $7.85K | $52 | Added$52 |
| SYM FINANCIAL Corp | 175 | $7.63K | $50 | Added$50 |
| Triumph Capital Management | 90 | $3.93K | $26 | Added$26 |
| Sachetta, LLC | 72 | $3.12K | −$9 | Added$598 |
| Archer Investment Corp | 67 | $2.92K | $19 | Added$19 |
| Capital Investment Advisory Services, LLC | 61 | $2.66K | $18 | Added$18 |
| Cambridge Investment Research Advisors, Inc. | 50.5K | $2.2K | $15 | Cut−$83 |
| IFP Advisors, Inc | 44 | $1.92K | $12 | Added$12 |
| FIFTH THIRD BANCORP | 24 | $1.05K | $4 | Added$484 |
| Thrivent Financial for Lutherans | 12.4K | $540 | $3 | Added$6 |
| Transamerica Financial Advisors, LLC | 11 | $511 | $45 | Added$3 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | 7.76K | $338 | $2 | Cut−$22 |
| Capital Analysts, LLC | 7.74K | $337 | — | New |
| ASSETMARK, INC | 7 | $305 | $2 | Added$2 |
| HUNTINGTON NATIONAL BANK | 1 | $44 | $1 | Cut−$6.93K |
| CX Institutional | 346 | $15 | −$0 | Held |
| HAZLETT, BURT & WATSON, INC. | 58 | $3 | $1 | Added$1 |