| BANK OF AMERICA CORP /DE/ | 1.99M | $50.9M | −$13.9K | Cut−$1.6M |
| MERCER GLOBAL ADVISORS INC /ADV | 1.58M | $40.4M | −$13.9K | Cut−$14M |
| Rossmore Private Capital | 1.44M | $37M | −$10.1K | Cut−$52.1K |
| US BANCORP \DE\ | 643.9K | $16.5M | −$4.51K | Cut−$1.15M |
| Lido Advisors, LLC | 568.7K | $14.6M | −$10.6K | Added$4.84M |
| LBMC INVESTMENT ADVISORS, LLC | 525.1K | $13.5M | −$3.6K | Added$237.7K |
| WELLS FARGO & COMPANY/MN | 463.6K | $11.9M | −$3.25K | Cut−$271.5K |
| Kathmere Capital Management, LLC | 459.5K | $11.8M | −$3.2K | Cut−$313.7K |
| LPL Financial LLC | 404.3K | $10.4M | −$2.83K | Cut−$155.3K |
| Hills Bank & Trust Co | 390.2K | $10M | −$2.73K | Cut−$17.1K |
| UBS Group AG | 381.3K | $9.77M | −$2.67K | Cut−$1.03M |
| Integrated Wealth Concepts LLC | 366.5K | $9.39M | −$2.55K | Cut−$266.6K |
| MORGAN STANLEY | 332K | $8.51M | −$2K | Added$1.18M |
| Paradiem, LLC | 294.1K | $7.54M | −$951 | Added$4.06M |
| HighTower Advisors, LLC | 268.1K | $6.87M | −$1.84K | Added$76.6K |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 255.8K | $6.56M | −$1.79K | Cut−$1.13M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 253.1K | $6.49M | −$1.76K | Cut−$1.35M |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 231.6K | $5.94M | −$1.37K | Added$921.8K |
| Sound View Wealth Advisors Group, LLC | 227.6K | $5.83M | −$1.51K | Added$308.8K |
| Praetorian Wealth Management, Inc. | 214.6K | $5.5M | $643 | Cut−$690.7K |
| CENTRAL TRUST Co | 206.1K | $5.28M | −$1.4K | Added$167.7K |
| Cyndeo Wealth Partners, LLC | 189.7K | $4.86M | −$1.01K | Added$1.11M |
| Howland Capital Management LLC | 184.2K | $4.72M | −$1.29K | Cut−$254.6K |
| ENVESTNET ASSET MANAGEMENT INC | 182.2K | $4.67M | — | New |
| RAYMOND JAMES FINANCIAL INC | 178.2K | $4.57M | −$1.23K | Cut−$119K |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 167.3K | $4.29M | $3.09K | Added$922.2K |
| COMMONWEALTH EQUITY SERVICES, LLC | 154.8K | $3.97M | −$1.08K | Cut−$464.5K |
| Beacon Pointe Advisors, LLC | 140.5K | $3.6M | −$934 | Added$117.8K |
| Quantum Financial Advisors, LLC | 133.1K | $3.41M | −$940 | Cut−$1.94M |
| PSI Advisors, LLC | 131.8K | $3.38M | −$921 | Cut−$921 |
| COLDSTREAM CAPITAL MANAGEMENT INC | 127.9K | $3.28M | −$889 | Added$19.2K |
| Sanctuary Advisors, LLC | 105K | $2.69M | −$732 | Cut−$789.3K |
| Wick Capital Partners, LLC | 104K | $2.67M | −$727 | Added$221 |
| ASSETMARK, INC | 103.6K | $2.66M | −$667 | Added$214.3K |
| Kovitz Investment Group Partners, LLC | 103.2K | $2.64M | −$725 | Cut−$32.9K |
| Cetera Investment Advisers | 98.9K | $2.53M | −$331 | Added$1.31M |
| MOSELEY INVESTMENT MANAGEMENT INC | 96.9K | $2.48M | −$580 | Added$358.2K |
| Parkway Wealth Management Group, LLC | 96.1K | $2.46M | −$1.54K | Added$158.7K |
| SONATA CAPITAL GROUP INC | 95.7K | $2.45M | −$670 | Cut−$670 |
| Atwater Malick LLC | 90.2K | $2.31M | −$631 | Cut−$305.4K |
| AMERIPRISE FINANCIAL INC | 88K | $2.26M | −$619 | Cut−$151.8K |
| CWM, LLC | 87K | $2.23M | $2.03M | Added$2.23M |
| Valmark Advisers, Inc. | 81.4K | $2.09M | −$541 | Added$178.2K |
| Wolfstich Capital, LLC | 83.4K | $2.02M | — | New |
| STIFEL FINANCIAL CORP | 76K | $1.95M | −$485 | Added$147.7K |
| IHT Wealth Management, LLC | 76K | $1.95M | −$518 | Added$7.22K |
| Kastel Capital Advisors, LLC | 75.8K | $1.94M | $0 | Held |
| BLUE SQUARE ASSET MANAGEMENT, LLC | 74.5K | $1.91M | −$314 | Added$734.3K |
| JANE STREET GROUP, LLC | 73.4K | $1.88M | −$86 | Added$1.57M |
| New England Private Wealth Advisors LLC | 73.4K | $1.88M | −$532 | Cut−$71 |
| Focus Partners Wealth | 72.1K | $1.85M | −$487 | Added$61.4K |
| Granite Harbor Advisors, Inc. | 67.3K | $1.73M | −$471 | Cut−$471 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 64.7K | $1.66M | −$443 | Cut−$177.6K |
| OSAIC HOLDINGS, INC. | 60.4K | $1.55M | −$525 | Cut−$7.81K |
| ROYAL BANK OF CANADA | 59.4K | $1.52M | $411 | Cut−$868K |
| RIA Advisory Group LLC | 59.3K | $1.52M | −$421 | Added$12K |
| Capital Investment Advisors, LLC | 59.3K | $1.52M | −$417 | Cut−$185.1K |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 59.2K | $1.52M | −$414 | Cut−$414 |
| Clearstead Advisors, LLC | 58.3K | $1.49M | −$407 | Added$4.64K |
| Financial Engines Advisors L.L.C. | 54.5K | $1.4M | −$382 | Cut−$120.7K |
| Glenview Trust Co | 54.5K | $1.4M | −$381 | Cut−$26K |
| Scissortail Wealth Management, LLC | 53.4K | $1.37M | −$356 | Added$68.9K |
| OneDigital Investment Advisors LLC | 53K | $1.36M | −$382 | Cut−$143.1K |
| Lantz Financial LLC | 52.8K | $1.35M | −$298 | Added$262.2K |
| Evergreen Private Wealth LLC | 52.2K | $1.34M | −$346 | Added$71.4K |
| SPINNAKER TRUST | 52K | $1.33M | −$364 | Cut−$364 |
| Signature Wealth Management Group | 51.8K | $1.33M | −$373 | Cut−$148.7K |
| Aspen Wealth Management LLC | 48.2K | $1.23M | −$299 | Added$136.8K |
| SUMMITPOINT CAPITAL MANAGEMENT | 46K | $1.18M | — | Held |
| GC Wealth Management RIA, LLC | 45.5K | $1.17M | −$299 | Added$73.5K |
| O'Domhnaill Enterprises, Inc. | 44K | $1.13M | — | New |
| REGIONS FINANCIAL CORP | 43.6K | $1.12M | −$305 | Cut−$767.1K |
| Brookstone Capital Management | 41.5K | $1.06M | −$225 | Added$227.4K |
| DEUTSCHE BANK AG\ | 41K | $1.05M | −$409 | Cut−$409 |
| Atlantic Union Bankshares Corp | 40.4K | $1.03M | −$283 | Cut−$46.3K |
| Modern Wealth Management, LLC | 37.9K | $969.4K | −$887 | Added$138.7K |
| Godshalk Welsh Capital Management, Inc. | 37.5K | $961.1K | −$228 | Added$127.9K |
| Stratos Wealth Partners, LTD. | 36.7K | $940.8K | −$270 | Cut−$104.4K |
| POSTROCK PARTNERS LLC | 36.7K | $939.5K | −$254 | Added$8.72K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 36.2K | $927.2K | −$126 | Added$463.7K |
| JAMES INVESTMENT RESEARCH, INC. | 35.8K | $918.5K | −$251 | Cut−$502.7K |
| Prism Advisors, Inc. | 35.7K | $914.1K | −$250 | Cut−$250 |
| Strid Group, LLC | 35.1K | $898.7K | −$246 | Cut−$246 |
| Baird Financial Group, Inc. | 35K | $897K | −$245 | Cut−$245 |
| HEFFERNAN ADVISORY, INC | 32.7K | $837.2K | −$229 | Cut−$229 |
| IFP Advisors, Inc | 32.3K | $827.7K | −$178 | Added$173.9K |
| JPMORGAN CHASE & CO | 32.3K | $827.6K | — | New |
| Crews Bank & Trust | 31.9K | $818.7K | −$223 | Cut−$16.4K |
| Snowden Capital Advisors LLC | 31.7K | $812.5K | −$222 | Cut−$222 |
| Mariner, LLC | 30.4K | $778.2K | −$208 | Cut−$50.1K |
| Investment Research Partners LLC | 30.3K | $775.5K | — | New |
| Roof Eidam Maycock Peralta, LLC | 29.9K | $765.1K | −$217 | Added$654 |
| CFS Investment Advisory Services, LLC | 27.9K | $715.1K | $501 | Cut−$42K |
| Resonant Capital Advisors, LLC | 27.5K | $703.8K | −$193 | Cut−$193 |
| First National Trust Co | 27.4K | $701.5K | −$191 | Cut−$23.6K |
| Financial Advisory Corp | 25.1K | $642.9K | −$176 | Cut−$176 |
| Parallel Advisors, LLC | 24.8K | $635.8K | −$174 | Cut−$174 |
| Foundry Financial Group, Inc. | 24.7K | $633.4K | −$172 | Cut−$967 |
| 10Elms LLP | 24.6K | $630.3K | −$170 | Added$6.24K |
| Composition Wealth, LLC | 24.1K | $617.4K | — | New |
| Newman Dignan & Sheerar, Inc. | 23.5K | $602.6K | −$168 | Cut−$567.5K |
| Eldridge Investment Advisors, Inc. | 23.1K | $590.8K | −$158 | Added$10.1K |
| SMITH, MOORE & CO. | 21.9K | $561.3K | −$138 | Added$70.1K |
| GOULD ASSET MANAGEMENT LLC /CA/ | 21.8K | $559.1K | −$153 | Added$744 |
| SENTINEL PENSION ADVISORS, LLC | 21.7K | $556.3K | −$150 | Cut−$1.21M |
| Curbstone Financial Management Corp | 21.6K | $554.1K | −$151 | Cut−$151 |
| Mills Wealth Advisors LLC | 21K | $539K | — | New |
| SILVERLAKE WEALTH MANAGEMENT LLC | 20.9K | $534.7K | — | New |
| RIVERCHASE WEALTH MANAGEMENT, LLC | 20.7K | $529.8K | −$145 | Cut−$145 |
| CAPTRUST FINANCIAL ADVISORS | 20K | $511.5K | −$118 | Cut−$34.8K |
| First Affirmative Financial Network | 19.8K | $508.2K | — | Held |
| Princeton Global Asset Management LLC | 19.8K | $508.1K | −$138 | Cut−$20K |
| Creative Planning | 19.5K | $500.9K | −$100 | Added$134.5K |
| Sovereign Financial Group, Inc. | 19.5K | $499.8K | — | New |
| WealthBridge Capital Management, LLC | 17.6K | $451.9K | −$119 | Added$30.2K |
| Red Tortoise LLC | 17.5K | $448.8K | −$106 | Added$1.66K |
| Private Advisor Group, LLC | 17.5K | $448.4K | −$124 | Cut−$5.89K |
| SAX WEALTH ADVISORS, LLC | 15.3K | $391.1K | $0 | Held |
| Atria Investments, Inc | 14.9K | $382.2K | −$89 | Added$9.6K |
| &PARTNERS | 14.8K | $380.5K | $3.44K | Cut−$42.3K |
| TWO SIGMA SECURITIES, LLC | 14.8K | $379.7K | — | New |
| MV CAPITAL MANAGEMENT, INC. | 14.3K | $366.6K | −$100 | Cut−$100 |
| SHUFRO ROSE & CO LLC | 13.6K | $348.6K | −$74 | Added$77.8K |
| Avantax Planning Partners, Inc. | 13.2K | $339.1K | −$93 | Cut−$93 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 13.2K | $337K | −$90 | Added$6.8K |
| Balefire, LLC | 12.7K | $326.7K | — | New |
| Belpointe Asset Management LLC | 12.7K | $326.6K | −$75 | Cut−$1.29M |
| CORA CAPITAL ADVISORS LLC | 12.5K | $320.4K | −$88 | Cut−$88 |
| Archford Capital Strategies, LLC | 12K | $308.3K | −$83 | Cut−$87.1K |
| Trust Co | 11.8K | $301.3K | −$74 | Cut−$50.2K |
| Rockefeller Capital Management L.P. | 11.7K | $299.8K | −$85 | Added$453 |
| ALTERNA WEALTH MANAGEMENT, INC | 11.6K | $297.2K | −$81 | Cut−$81 |
| EP Wealth Advisors, LLC | 11.5K | $294.5K | −$80 | Cut−$80 |
| Citadel | 11.3K | $288.5K | — | New |
| Krilogy Financial LLC | 11.1K | $285.1K | −$389 | Cut−$74.1K |
| Downshift Financial, LLC | 11K | $283K | — | New |
| MONECO ADVISORS, LLC | 10.9K | $279.2K | −$76 | Cut−$76 |
| FF Advisors,LLC | 10.7K | $275.1K | $32 | Cut−$104.8K |
| Commonwealth Financial Services, LLC | 10.4K | $267.2K | −$71 | Added$6.29K |
| Accretive Wealth Partners, LLC | 10.4K | $266.1K | — | New |
| CARY STREET PARTNERS FINANCIAL LLC | 10.2K | $262.6K | −$72 | Cut−$72 |
| Juno Financial Group LLC | 10.2K | $260.9K | −$84 | Added$967 |
| Wealthspire Advisors, LLC | 10.1K | $259.7K | — | New |
| COOPER/HAIMS ADVISORS, LLC | 10K | $256.3K | −$70 | Cut−$70 |
| PRIVATE TRUST CO NA | 9.83K | $251.9K | −$69 | Cut−$69 |
| Avidian Wealth Enterprises, LLC | 9.8K | $251.2K | −$69 | Cut−$120.2K |
| Arrow Financial Corp | 9.45K | $242.2K | −$66 | Cut−$66 |
| Savant Capital, LLC | 9.31K | $238.7K | −$65 | Cut−$65 |
| Strategic Blueprint, LLC | 9.16K | $234.8K | −$65 | Cut−$65 |
| TPG Advisors LLC | 9.09K | $233.1K | −$64 | Cut−$64 |
| TRUIST FINANCIAL CORP | 9.02K | $231.1K | −$63 | Cut−$63 |
| SIGNATUREFD, LLC | 8.99K | $230.4K | −$63 | Cut−$63 |
| Summit Wealth Partners, LLC | 8.92K | $228.6K | −$63 | Cut−$63 |
| OLD MISSION CAPITAL LLC | 8.56K | $219.5K | — | New |
| Beaumont Asset Management, L.L.C. | 8.52K | $218.4K | −$59 | Cut−$59 |
| HORAN Wealth, LLC | 8.45K | $216.7K | $0 | Held |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 8.27K | $212.2K | — | New |
| Apollon Wealth Management, LLC | 8K | $205K | −$56 | Cut−$102.6K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 6.22K | $159.5K | −$43 | Cut−$43 |
| Ameritas Investment Partners, Inc. | 6.15K | $157.7K | −$41 | Added$4.67K |
| HM PAYSON & CO | 3.9K | $100K | — | New |
| JONES FINANCIAL COMPANIES LLLP | 3.78K | $96.9K | $27 | Added$42K |
| HARBOR INVESTMENT ADVISORY, LLC | 3.66K | $93.7K | −$26 | Cut−$26 |
| Hughes Financial Services, LLC | 3.63K | $93.1K | −$25 | Cut−$78.3K |
| Glen Eagle Advisors, LLC | 3.23K | $82.7K | −$22 | Cut−$22 |
| MidFirst Bank | 2.99K | $76.6K | −$21 | Cut−$21 |
| Asset Dedication, LLC | 2.96K | $75.7K | −$20 | Cut−$132.8K |
| NorthAvenue LLC | 2.33K | $59.6K | −$17 | Cut−$17 |
| American Capital Advisory, LLC | 2.22K | $56.9K | −$15 | Cut−$15 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2.06K | $52.7K | −$56 | Cut−$56 |
| HARBOUR INVESTMENTS, INC. | 1.97K | $50.5K | −$18 | Added$187 |
| Coastline Trust Co | 1.92K | $49.2K | −$14 | Cut−$14 |
| Bank of New Hampshire | 1.91K | $48.8K | −$13 | Cut−$13 |
| 3 FACTOR INDEXING, LLC | 1.01K | $26K | — | Held |
| Rialto Wealth Management, LLC | 965 | $24.7K | −$7 | Cut−$7 |
| Addison Advisors LLC | 895 | $22.9K | −$7 | Cut−$7 |
| Allworth Financial LP | 802 | $20.6K | −$5 | Cut−$5 |
| Advisory Services Network, LLC | 725 | $18.6K | — | New |
| PNC Financial Services Group, Inc. | 480 | $12.3K | −$4 | Cut−$4 |
| Fidelity | 441 | $11.3K | −$4 | Cut−$6.08K |
| Covington Investment Advisors Inc. | 323.9K | $8.3K | −$2 | Cut−$83 |
| Farther Finance Advisors, LLC | 180 | $4.61K | −$5 | Cut−$5 |
| BlackRock, Inc. | 147 | $3.77K | −$1 | Cut−$1 |
| Root Financial Partners, LLC | 131 | $3.36K | — | New |
| Avail Investment Partners, LLC | 30.3K | $775 | — | Held |
| Cambridge Investment Research Advisors, Inc. | 30.1K | $772 | $0 | Cut−$69 |
| Caldwell Trust Co | 29 | $743 | $0 | Held |
| FLOW TRADERS U.S. LLC | 28.1K | $721 | — | New |
| EVOLUTION WEALTH MANAGEMENT INC. | 19 | $487 | $0 | Held |
| HRT FINANCIAL LP | 13.7K | $350 | — | New |
| Janney Montgomery Scott LLC | 11.7K | $301 | −$0 | Cut−$59 |
| Peloton Wealth Strategists | 11K | $282 | $0 | Held |
| HUNTINGTON NATIONAL BANK | 1 | $26 | $0 | Held |