| BANK OF AMERICA CORP /DE/ | 2.36M | $60M | $114K | Added$2.06M |
| MERCER GLOBAL ADVISORS INC /ADV | 1.75M | $44.5M | $86.2K | Cut−$7.16M |
| WELLS FARGO & COMPANY/MN | 1.04M | $26.5M | $52.1K | Cut−$957.6K |
| HighTower Advisors, LLC | 985.4K | $25.1M | $48.5K | Added$487.1K |
| Clearstead Advisors, LLC | 976.3K | $24.8M | $47.8K | Added$550.3K |
| US BANCORP \DE\ | 693.8K | $17.7M | $34.7K | Cut−$498.9K |
| Heartwood Wealth Advisors LLC | 636.6K | $16.2M | $31.8K | Cut−$3.3M |
| LBMC INVESTMENT ADVISORS, LLC | 566.7K | $14.4M | $26.9K | Added$766.7K |
| Lido Advisors, LLC | 560.5K | $14.3M | −$11.2K | Added$4.89M |
| LPL Financial LLC | 492.7K | $12.5M | $24.1K | Added$321.3K |
| Hills Bank & Trust Co | 443.5K | $11.3M | $21.8K | Added$196.2K |
| Kathmere Capital Management, LLC | 406.4K | $10.3M | $20.3K | Cut−$120.3K |
| MORGAN STANLEY | 392.3K | $9.98M | $19.6K | Cut−$4.87M |
| UBS Group AG | 375.8K | $9.56M | $17.6K | Added$600.8K |
| Matthew Goff Investment Advisor, LLC | 310.8K | $7.53M | — | New |
| Praetorian Wealth Management, Inc. | 289.2K | $7.35M | $5.2K | Added$742.8K |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 277.9K | $7.07M | $10.5K | Added$1.76M |
| Paradiem, LLC | 248.5K | $6.32M | $8.02K | Added$2.25M |
| Howland Capital Management LLC | 242.8K | $6.18M | $12K | Added$74.9K |
| Integrated Wealth Concepts LLC | 207.1K | $5.27M | $10.2K | Added$92K |
| ENVESTNET ASSET MANAGEMENT INC | 201.1K | $5.12M | $1.22K | Added$4.5M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 199.9K | $5.08M | $9.99K | Cut−$1.78M |
| Sound View Wealth Advisors Group, LLC | 198K | $5.04M | $9.15K | Added$388.9K |
| Cyndeo Wealth Partners, LLC | 194.1K | $4.94M | $6.85K | Added$1.45M |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 170.5K | $4.33M | −$174 | Added$952K |
| COMMONWEALTH EQUITY SERVICES, LLC | 169.7K | $4.32M | $8.48K | Cut−$336K |
| CENTRAL TRUST Co | 164.9K | $4.2M | $8.25K | Cut−$145.7K |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 161.7K | $4.11M | $8.09K | Cut−$1.17M |
| RAYMOND JAMES FINANCIAL INC | 151.4K | $3.85M | $7.56K | Cut−$260.9K |
| Quantum Financial Advisors, LLC | 144.1K | $3.66M | $7.21K | Cut−$1.06M |
| Beacon Pointe Advisors, LLC | 136.9K | $3.48M | $6.32K | Added$272.2K |
| STIFEL FINANCIAL CORP | 132.8K | $3.38M | $6.3K | Added$181.7K |
| Wick Capital Partners, LLC | 124.4K | $3.17M | $5.32K | Added$463.7K |
| Sanctuary Advisors, LLC | 119.6K | $3.04M | $5.97K | Cut−$93.9K |
| ROYAL BANK OF CANADA | 114.1K | $2.9M | $5.76K | Added$186K |
| COLDSTREAM CAPITAL MANAGEMENT INC | 108.9K | $2.77M | $5.19K | Added$132.9K |
| Kovitz Investment Group Partners, LLC | 104.3K | $2.65M | $5.24K | Cut−$27K |
| SONATA CAPITAL GROUP INC | 104.2K | $2.65M | $5.21K | Added$5.21K |
| Parkway Wealth Management Group, LLC | 98.5K | $2.5M | −$28 | Added$159.5K |
| Atwater Malick LLC | 98K | $2.49M | $4.67K | Added$124.6K |
| POSTROCK PARTNERS LLC | 96.6K | $2.46M | $4.83K | Added$5.26K |
| PSI Advisors, LLC | 91.1K | $2.32M | $4.55K | Cut−$1.03M |
| Glenview Trust Co | 90.1K | $2.29M | $4.12K | Added$202.9K |
| ASSETMARK, INC | 89.5K | $2.28M | $3.55K | Added$475.8K |
| Cetera Investment Advisers | 85.9K | $2.18M | $1.71K | Added$1.31M |
| Focus Partners Wealth | 83.3K | $2.12M | $3.65K | Added$265.2K |
| OSAIC HOLDINGS, INC. | 83K | $2.11M | $4.03K | Added$57.5K |
| CWM, LLC | 82.8K | $2.11M | $1.81M | Added$2.1M |
| Valmark Advisers, Inc. | 76.9K | $1.96M | $3.57K | Added$143.3K |
| BLUE SQUARE ASSET MANAGEMENT, LLC | 74.9K | $1.9M | $2.31K | Added$731K |
| SPINNAKER TRUST | 74.8K | $1.9M | $3.41K | Added$173.3K |
| Kastel Capital Advisors, LLC | 74.9K | $1.9M | $0 | Held |
| Granite Harbor Advisors, Inc. | 67.9K | $1.73M | $3.39K | Added$3.4K |
| Wolfstich Capital, LLC | 69.1K | $1.67M | — | New |
| Investment Research Partners LLC | 60.4K | $1.54M | — | New |
| SENTINEL PENSION ADVISORS, LLC | 59.4K | $1.51M | $2.96K | Added$11.8K |
| AMERIPRISE FINANCIAL INC | 58.5K | $1.49M | $1.76K | Added$588.3K |
| RIA Advisory Group LLC | 57.2K | $1.46M | $2.8K | Added$38K |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 56.8K | $1.44M | $2.84K | Added$2.84K |
| Capital Investment Advisors, LLC | 56.6K | $1.44M | $2.84K | Cut−$205.8K |
| Atlantic Union Bankshares Corp | 55.9K | $1.42M | $2.73K | Added$38.5K |
| Summit Financial, LLC | 55.9K | $1.42M | $2.78K | Cut−$161.1K |
| Evergreen Private Wealth LLC | 53K | $1.35M | $2.49K | Added$89.9K |
| REGIONS FINANCIAL CORP | 51.1K | $1.3M | $2.56K | Cut−$3.33K |
| Aspen Wealth Management LLC | 48.6K | $1.24M | $2.16K | Added$139K |
| SUMMITPOINT CAPITAL MANAGEMENT | 46.3K | $1.18M | — | Held |
| Brookstone Capital Management | 45.9K | $1.17M | $2.05K | Added$135.2K |
| GC Wealth Management RIA, LLC | 45.9K | $1.17M | $2.15K | Added$75.8K |
| Stratos Wealth Partners, LTD. | 45K | $1.14M | $2.22K | Added$7.53K |
| Prism Advisors, Inc. | 44.7K | $1.14M | $2.24K | Added$2.24K |
| OneDigital Investment Advisors LLC | 44.6K | $1.13M | $2.23K | Cut−$163K |
| Signature Wealth Management Group | 44.5K | $1.13M | $2.23K | Cut−$165.6K |
| O'Domhnaill Enterprises, Inc. | 44.3K | $1.13M | — | New |
| Steward Partners Investment Advisory, LLC | 42.7K | $1.09M | $2.14K | Added$2.16K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 42.5K | $1.08M | $1.17K | Added$490.8K |
| BENJAMIN EDWARDS INC | 42.5K | $1.08M | $2.01K | Added$62.9K |
| Godshalk Welsh Capital Management, Inc. | 42.5K | $1.08M | $1.82K | Added$159.5K |
| Financial Engines Advisors L.L.C. | 40.4K | $1.03M | $2.02K | Cut−$34.5K |
| TRUE Private Wealth Advisors | 40.4K | $1.03M | $1.83K | Added$101.5K |
| Lantz Financial LLC | 40.3K | $1.02M | $1.79K | Added$116.3K |
| WOODMONT INVESTMENT COUNSEL LLC | 37.7K | $960.2K | $1.89K | Cut−$287K |
| IFP Advisors, Inc | 36.5K | $927.8K | $1.62K | Added$103.6K |
| Newman Dignan & Sheerar, Inc. | 36.3K | $922.6K | $1.81K | Added$1.81K |
| Crews Bank & Trust | 35.7K | $908K | $1.78K | Cut−$1.57K |
| Baird Financial Group, Inc. | 35K | $890.4K | $1.75K | Added$1.75K |
| Modern Wealth Management, LLC | 33.5K | $851.1K | $287 | Added$139.1K |
| HEFFERNAN ADVISORY, INC | 33.1K | $841.9K | $1.65K | Added$1.65K |
| Roof Eidam Maycock Peralta, LLC | 32.3K | $822.4K | $1.61K | Added$2.5K |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 32.2K | $819.3K | $1.59K | Added$12.8K |
| Creative Planning | 32.1K | $815.8K | $982 | Added$317K |
| Snowden Capital Advisors LLC | 31K | $788.6K | $1.55K | Added$1.55K |
| Parallel Advisors, LLC | 30.9K | $785.7K | $1.51K | Added$17.9K |
| WJ Wealth Management, LLC | 30.2K | $767.8K | $1.45K | Added$32K |
| Curbstone Financial Management Corp | 30.1K | $764.7K | $1.5K | Added$1.5K |
| CFS Investment Advisory Services, LLC | 28.3K | $718.9K | $1.13K | Cut−$34.9K |
| 10Elms LLP | 27.4K | $696.9K | $1.13K | Added$120.7K |
| First National Trust Co | 25.9K | $658.3K | $1.29K | Cut−$22.1K |
| MEMBERS WEALTH LLC | 25.6K | $650.3K | −$1.13K | Added$75K |
| Strid Group, LLC | 25.5K | $649.5K | $1.28K | Added$1.28K |
| Financial Advisory Corp | 25K | $637.2K | $1.25K | Added$1.25K |
| Envision Financial Planning, LLC | 23.2K | $591.4K | $1.17K | Cut−$3.91K |
| CAPTRUST FINANCIAL ADVISORS | 21.9K | $558.4K | $1.09K | Cut−$64.2K |
| GOULD ASSET MANAGEMENT LLC /CA/ | 21.9K | $558.2K | $1.1K | Added$1.86K |
| SMITH, MOORE & CO. | 21.7K | $553K | $942 | Added$71.3K |
| Mariner, LLC | 21.2K | $540K | $1.05K | Added$1.2K |
| SILVERLAKE WEALTH MANAGEMENT LLC | 21.1K | $535.9K | — | New |
| JAMES INVESTMENT RESEARCH, INC. | 20.7K | $526K | $1.03K | Added$1.03K |
| Foundry Financial Group, Inc. | 20.5K | $521.6K | $1.03K | Cut−$24.9K |
| PNC Financial Services Group, Inc. | 20.2K | $514.5K | $986 | Added$13.6K |
| Sovereign Financial Group, Inc. | 19.7K | $500.8K | — | New |
| First Affirmative Financial Network | 19.5K | $497.1K | — | Held |
| PFG Private Wealth Management, LLC | 18.1K | $460.3K | $528 | Added$192.2K |
| JIM SAULNIER & ASSOCIATES, LLC | 16.3K | $414.6K | $806 | Added$2.56K |
| WealthBridge Capital Management, LLC | 16.3K | $414.4K | $757 | Added$29.5K |
| DROMS STRAUSS ADVISORS INC /MO/ /ADV | 15.7K | $400K | $714 | Added$40.5K |
| PGIM Custom Harvest LLC | 15.5K | $395.5K | $788 | Added$915 |
| SAX WEALTH ADVISORS, LLC | 15.1K | $383.1K | $0 | Held |
| Atria Investments, Inc | 15K | $382.8K | $733 | Added$10.7K |
| Commonwealth Financial Services, LLC | 14.5K | $369.9K | $727 | Added$1.08K |
| MV CAPITAL MANAGEMENT, INC. | 14.5K | $367.8K | $723 | Added$723 |
| HENGEHOLD CAPITAL MANAGEMENT LLC | 14.4K | $365.3K | $726 | Cut−$42.5K |
| FIFTH THIRD BANCORP | 14.3K | $362.9K | — | New |
| Resonant Capital Advisors, LLC | 13.9K | $354K | $696 | Added$696 |
| Private Advisor Group, LLC | 13.2K | $336.3K | $661 | Added$661 |
| Avantax Planning Partners, Inc. | 13K | $331.8K | $652 | Added$652 |
| Eldridge Investment Advisors, Inc. | 12.9K | $328.2K | $645 | Added$645 |
| Rockefeller Capital Management L.P. | 12.9K | $327.7K | $574 | Added$29.1K |
| Balefire, LLC | 12.9K | $327.6K | — | New |
| Archford Capital Strategies, LLC | 12.3K | $312.1K | $554 | Added$31.1K |
| PRIVATE TRUST CO NA | 12K | $304.8K | $600 | Added$600 |
| Trust Co | 11.8K | $301.2K | $594 | Cut−$48.9K |
| Klingman & Associates, LLC | 11.5K | $292.7K | $579 | Cut−$103K |
| Ausdal Financial Partners, Inc. | 11.1K | $283.2K | $554 | Added$1.75K |
| MONECO ADVISORS, LLC | 10.9K | $278.4K | $547 | Added$547 |
| FF Advisors,LLC | 10.6K | $270.5K | $107 | Cut−$45.3K |
| Citadel | 10.6K | $269.3K | — | New |
| Prime Capital Investment Advisors, LLC | 10.3K | $261.6K | $525 | Cut−$73K |
| Accretive Wealth Partners, LLC | 10.3K | $261.1K | — | New |
| Juno Financial Group LLC | 10.2K | $259.2K | $507 | Added$1.6K |
| Penobscot Investment Management Company, Inc. | 10K | $254.4K | $400 | Added$51.3K |
| Advisory Services Network, LLC | 10K | $254.4K | $500 | Added$500 |
| CLIENT 1ST ADVISORY GROUP, LLC | 9.96K | $253.4K | $498 | Added$498 |
| Arrow Financial Corp | 9.52K | $242.1K | $475 | Added$475 |
| CORA CAPITAL ADVISORS LLC | 9.5K | $241.7K | $475 | Added$475 |
| Avidian Wealth Enterprises, LLC | 9.48K | $241.2K | $475 | Cut−$89.4K |
| Legacy Private Trust Co. | 9.39K | $239K | $469 | Added$469 |
| Cornell Pochily Investment Advisors, Inc. | 9.23K | $234.8K | $441 | Added$10.7K |
| Quantinno Capital Management LP | 9.21K | $234.3K | — | New |
| TPG Advisors LLC | 9.12K | $231.9K | $456 | Added$456 |
| Rossmore Private Capital | 9.07K | $230.8K | $453 | Cut−$16.6K |
| Paradigm, Strategies in Wealth Management, LLC | 8.81K | $224.2K | $441 | Added$441 |
| Carnegie Investment Counsel | 8.8K | $223.9K | — | New |
| Strategic Blueprint, LLC | 8.63K | $219.6K | $432 | Added$432 |
| HORAN Wealth, LLC | 8.54K | $216.9K | $0 | Held |
| Princeton Global Asset Management LLC | 8.45K | $215K | $422 | Added$422 |
| ArborFi Advisors, LLC | 8.32K | $211.7K | $400 | Added$8.69K |
| SIGNATUREFD, LLC | 8.13K | $206.9K | $407 | Added$407 |
| CNB Bank | 7.59K | $193.2K | $379 | Added$379 |
| Hughes Financial Services, LLC | 7.55K | $192.1K | $377 | Added$377 |
| Ameritas Investment Partners, Inc. | 6.25K | $158.9K | $287 | Added$5.07K |
| JONES FINANCIAL COMPANIES LLLP | 5.23K | $132.8K | $27 | Added$63.5K |
| Coastline Trust Co | 4.72K | $120K | $236 | Added$236 |
| Glen Eagle Advisors, LLC | 2.73K | $69.3K | $136 | Added$136 |
| American Capital Advisory, LLC | 2.23K | $56.8K | $111 | Added$111 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 1.99K | $50.5K | $20 | Added$20 |
| HM PAYSON & CO | 1.96K | $49.9K | — | New |
| Spire Wealth Management | 1.53K | $38.8K | $76 | Cut−$72.7K |
| HARBOR INVESTMENT ADVISORY, LLC | 1.11K | $28.4K | $56 | Added$56 |
| Rialto Wealth Management, LLC | 962 | $24.5K | $48 | Added$48 |
| Addison Advisors LLC | 910 | $23.2K | $46 | Added$46 |
| Asset Dedication, LLC | 837 | $21.3K | $42 | Added$42 |
| Allworth Financial LP | 812 | $20.7K | $41 | Added$41 |
| MidFirst Bank | 800 | $20.4K | $40 | Added$40 |
| NorthAvenue LLC | 376 | $9.57K | $19 | Added$19 |
| Covington Investment Advisors Inc. | 370.5K | $9.43K | $18 | Added$107 |
| JPMORGAN CHASE & CO | 322 | $8.19K | — | New |
| Fidelity | 247 | $6.28K | $10 | Cut−$8.27K |
| BlackRock, Inc. | 150 | $3.82K | $7 | Added$7 |
| Root Financial Partners, LLC | 131 | $3.33K | — | New |
| Avail Investment Partners, LLC | 60.4K | $1.54K | — | Held |
| FLOW TRADERS U.S. LLC | 48.2K | $1.23K | — | New |
| Caldwell Trust Co | 44 | $1.12K | $2 | Added$2 |
| EVOLUTION WEALTH MANAGEMENT INC. | 38 | $967 | $2 | Added$2 |
| Cambridge Investment Research Advisors, Inc. | 27.5K | $701 | $2 | Cut−$20 |
| Janney Montgomery Scott LLC | 14.8K | $377 | $1 | Added$1 |
| Peloton Wealth Strategists | 10K | $254 | $0 | Held |