| BANK OF AMERICA CORP /DE/ | 2.4M | $61.3M | −$102.3K | Added$3.1M |
| MERCER GLOBAL ADVISORS INC /ADV | 2.06M | $52.5M | −$89.1K | Cut−$47.3M |
| Clearstead Advisors, LLC | 985.9K | $25.2M | −$43.3K | Added$567.5K |
| HighTower Advisors, LLC | 805.6K | $20.6M | −$34.4K | Added$952.3K |
| US BANCORP \DE\ | 723K | $18.5M | −$32.5K | Cut−$1.29M |
| LBMC INVESTMENT ADVISORS, LLC | 559.7K | $14.3M | −$23.3K | Added$1.03M |
| Lido Advisors, LLC | 559K | $14.3M | −$23.2K | Added$8.62M |
| Heartwood Wealth Advisors LLC | 550.9K | $14.1M | −$11.7K | Added$7.42M |
| WELLS FARGO & COMPANY/MN | 530.4K | $13.5M | −$23.9K | Cut−$97.4K |
| LPL Financial LLC | 425.7K | $10.9M | −$13.2K | Added$3.34M |
| Howland Capital Management LLC | 413.4K | $10.6M | −$18.4K | Added$74K |
| HENGEHOLD CAPITAL MANAGEMENT LLC | 403.3K | $10.3M | −$18.2K | Cut−$169.5K |
| Hills Bank & Trust Co | 397.9K | $10.2M | −$17.6K | Added$151K |
| UBS Group AG | 396.4K | $10.1M | −$15.9K | Added$1.08M |
| Paradiem, LLC | 395.5K | $10.1M | — | New |
| Kathmere Capital Management, LLC | 306.4K | $7.82M | −$13.8K | Cut−$188.6K |
| Praetorian Wealth Management, Inc. | 303.9K | $7.76M | −$12K | Added$921.5K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 298.7K | $7.63M | −$13.2K | Added$136.5K |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 272.2K | $6.95M | −$10.6K | Added$919.8K |
| MORGAN STANLEY | 266.5K | $6.8M | −$12K | Cut−$4.41M |
| Stratos Wealth Advisors, LLC | 260.3K | $6.64M | −$9.04K | Added$1.51M |
| STIFEL FINANCIAL CORP | 224.3K | $5.73M | −$9.6K | Added$262.9K |
| ROYAL BANK OF CANADA | 187K | $4.77M | −$7.02K | Added$798K |
| ENVESTNET ASSET MANAGEMENT INC | 181.5K | $4.63M | — | New |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 170K | $4.34M | −$8.69K | Added$946.7K |
| Cyndeo Wealth Partners, LLC | 163K | $4.16M | −$5.46K | Added$1.05M |
| CENTRAL TRUST Co | 161.6K | $4.12M | −$7.27K | Cut−$153.4K |
| Sound View Wealth Advisors Group, LLC | 160.9K | $4.11M | −$6.57K | Added$375K |
| Quantum Financial Advisors, LLC | 160.3K | $4.09M | −$5.75K | Added$822.8K |
| Integrated Wealth Concepts LLC | 151.5K | $3.87M | −$5.97K | Added$476.6K |
| Beacon Pointe Advisors, LLC | 141.7K | $3.62M | −$5.67K | Added$396.5K |
| Matthew Goff Investment Advisor, LLC | 134.6K | $3.41M | — | New |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 128.6K | $3.28M | −$5.58K | Added$112.5K |
| RAYMOND JAMES FINANCIAL INC | 126.8K | $3.24M | −$5.72K | Added$2.83K |
| COLDSTREAM CAPITAL MANAGEMENT INC | 122.8K | $3.14M | −$5.18K | Added$193.3K |
| Cypress Point Wealth Management, LLC | 119.5K | $3.05M | −$5.38K | Cut−$5.38K |
| SONATA CAPITAL GROUP INC | 103.5K | $2.64M | −$4.47K | Added$100.2K |
| BENJAMIN EDWARDS INC | 102.4K | $2.61M | −$4.38K | Added$117K |
| Atwater Malick LLC | 99.8K | $2.55M | −$4.28K | Added$115.1K |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 99.1K | $2.53M | −$4.2K | Added$142.7K |
| AMERIPRISE FINANCIAL INC | 99K | $2.53M | −$4.31K | Added$78.5K |
| Parkway Wealth Management Group, LLC | 97.7K | $2.49M | −$5.08K | Added$145.9K |
| ASSETMARK, INC | 94.4K | $2.41M | −$2.86K | Added$784.8K |
| JPMORGAN CHASE & CO | 91.9K | $2.34M | — | New |
| Cetera Investment Advisers | 88.4K | $2.26M | −$1.67K | Added$1.31M |
| COMMONWEALTH EQUITY SERVICES, LLC | 84.3K | $2.15M | −$3.79K | Cut−$527.3K |
| PSI Advisors, LLC | 79.1K | $2.02M | −$3.56K | Cut−$770.8K |
| Sanctuary Advisors, LLC | 78.2K | $2M | −$3.16K | Added$202.8K |
| Valmark Advisers, Inc. | 78.2K | $2M | −$3.3K | Added$130.8K |
| Focus Partners Wealth | 75K | $1.91M | −$2.92K | Added$257.5K |
| SPINNAKER TRUST | 74.9K | $1.91M | −$2.95K | Added$236K |
| BLUE SQUARE ASSET MANAGEMENT, LLC | 73.7K | $1.88M | −$1.36K | Added$1.11M |
| Atlantic Union Bankshares Corp | 73K | $1.86M | −$3.22K | Added$32.4K |
| CWM, LLC | 72.6K | $1.85M | $1.85M | Added$1.85M |
| Ellis Investment Partners, LLC | 72.1K | $1.84M | −$3.12K | Added$59.3K |
| WOODMONT INVESTMENT COUNSEL LLC | 68.6K | $1.75M | −$3.09K | Cut−$27.9K |
| Granite Harbor Advisors, Inc. | 63.6K | $1.62M | −$2.86K | Cut−$2.86K |
| RIA Advisory Group LLC | 56.1K | $1.43M | −$2.48K | Added$21.1K |
| Kastel Capital Advisors, LLC | 54.3K | $1.39M | $0 | Held |
| Capital Investment Advisors, LLC | 53K | $1.35M | −$2.39K | Cut−$182.1K |
| SENTINEL PENSION ADVISORS, LLC | 52.2K | $1.33M | −$2.35K | Added$3.09K |
| Evergreen Private Wealth LLC | 51.4K | $1.31M | −$2.21K | Added$55.3K |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 49.2K | $1.25M | −$2.21K | Cut−$2.21K |
| Lantz Financial LLC | 47.2K | $1.2M | −$1.95K | Added$98K |
| Godshalk Welsh Capital Management, Inc. | 47K | $1.2M | −$1.59K | Added$297.1K |
| SUMMITPOINT CAPITAL MANAGEMENT | 45.9K | $1.17M | — | Held |
| GC Wealth Management RIA, LLC | 45.6K | $1.16M | −$1.92K | Added$71.2K |
| Mariner, LLC | 45.1K | $1.15M | −$2.04K | Cut−$1.81K |
| Investment Research Partners LLC | 45K | $1.15M | — | New |
| Aspen Wealth Management LLC | 44.9K | $1.15M | −$1.93K | Added$46.4K |
| Envision Financial Planning, LLC | 44.8K | $1.14M | −$1.96K | Added$20K |
| Rossmore Private Capital | 44K | $1.12M | −$1.52K | Added$257.6K |
| Quantinno Capital Management LP | 43.2K | $1.1M | −$1.86K | Added$45.8K |
| Financial Engines Advisors L.L.C. | 42.8K | $1.09M | −$1.93K | Cut−$36.7K |
| OneDigital Investment Advisors LLC | 42.5K | $1.08M | −$1.91K | Cut−$95K |
| Signature Wealth Management Group | 42.3K | $1.08M | −$1.9K | Cut−$99.8K |
| Legacy Private Trust Co. | 39.5K | $1.01M | −$1.78K | Cut−$1.78K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 38.9K | $992.8K | −$986 | Added$440.6K |
| Glenview Trust Co | 38.4K | $981.1K | −$1.59K | Added$75.4K |
| Brookstone Capital Management | 38K | $970.9K | −$1.49K | Added$130.7K |
| Summit Financial, LLC | 37.6K | $961.1K | −$1.69K | Cut−$254.8K |
| Crews Bank & Trust | 37.6K | $960.5K | −$1.69K | Cut−$5.12K |
| First National Trust Co | 37.6K | $960K | −$1.69K | Cut−$24.8K |
| Wolfstich Capital, LLC | 36.8K | $929.1K | — | New |
| Stratos Wealth Partners, LTD. | 35.2K | $898.9K | −$1.56K | Added$2.62K |
| Baird Financial Group, Inc. | 35K | $893.5K | −$1.57K | Cut−$1.57K |
| Curbstone Financial Management Corp | 35K | $892.3K | −$1.57K | Cut−$1.57K |
| Gryphon Financial Partners LLC | 34.5K | $880.4K | −$1.12K | Added$242.6K |
| Wick Capital Partners, LLC | 33.7K | $859.4K | −$914 | Added$339.7K |
| Modern Wealth Management, LLC | 33.2K | $847.5K | −$1.37K | Added$377.5K |
| HEFFERNAN ADVISORY, INC | 33.1K | $846.3K | −$1.49K | Cut−$1.49K |
| Roof Eidam Maycock Peralta, LLC | 31.9K | $815K | −$1.45K | Cut−$661 |
| TRUE Private Wealth Advisors | 31.3K | $799.6K | −$1.24K | Added$97.9K |
| Snowden Capital Advisors LLC | 31K | $791.4K | −$1.39K | Cut−$1.4K |
| Creative Planning | 30.8K | $786.7K | −$794 | Added$335.7K |
| WJ Wealth Management, LLC | 29.5K | $752.8K | −$1.27K | Added$33.9K |
| Parallel Advisors, LLC | 29.1K | $743.9K | −$1.04K | Added$153.2K |
| Financial Advisory Corp | 28.3K | $723.3K | −$1.06K | Added$120.1K |
| Kestra Advisory Services, LLC | 28.1K | $717.9K | −$813 | Added$255.9K |
| REGIONS FINANCIAL CORP | 28K | $714.7K | −$1.26K | Cut−$7.04K |
| OSAIC HOLDINGS, INC. | 27.4K | $699.8K | −$1.02K | Added$158K |
| IHT Wealth Management, LLC | 27.1K | $692.9K | — | New |
| CFS Investment Advisory Services, LLC | 27.1K | $691.6K | −$407 | Cut−$43.8K |
| IFP Advisors, Inc | 26.4K | $673.6K | −$1.19K | Cut−$241 |
| O'Domhnaill Enterprises, Inc. | 26.2K | $667.8K | — | New |
| JOHNSON INVESTMENT COUNSEL INC | 26K | $664.5K | — | New |
| FF Advisors,LLC | 25.8K | $660.3K | −$387 | Cut−$73K |
| SILVERLAKE WEALTH MANAGEMENT LLC | 23.9K | $609.6K | −$370 | Added$398.9K |
| CAPTRUST FINANCIAL ADVISORS | 23.2K | $591.6K | −$927 | Added$57.6K |
| Citadel | 23K | $586.7K | −$675 | Added$202.8K |
| Newman Dignan & Sheerar, Inc. | 22.6K | $576K | −$1.02K | Cut−$1.02K |
| Paradigm, Strategies in Wealth Management, LLC | 22.6K | $575.8K | −$1.01K | Cut−$1.01K |
| GOULD ASSET MANAGEMENT LLC /CA/ | 21.6K | $550.7K | −$962 | Added$4.02K |
| Strid Group, LLC | 21.5K | $548.9K | — | New |
| Rockefeller Capital Management L.P. | 21.5K | $548.3K | −$872 | Added$56.5K |
| SMITH, MOORE & CO. | 21.1K | $538.3K | −$824 | Added$68.2K |
| 10Elms LLP | 21.1K | $537.7K | −$916 | Added$17K |
| CLIENT 1ST ADVISORY GROUP, LLC | 19.9K | $508.6K | −$896 | Cut−$896 |
| Sovereign Financial Group, Inc. | 19.6K | $499.4K | — | New |
| Ameritas Investment Partners, Inc. | 18.3K | $467.6K | −$830 | Added$5.3K |
| JONES FINANCIAL COMPANIES LLLP | 18.1K | $461K | −$1.18K | Added$144.7K |
| PFG Private Wealth Management, LLC | 17.4K | $443.6K | −$444 | Added$191.6K |
| POSTROCK PARTNERS LLC | 17.2K | $439.9K | −$759 | Added$9.2K |
| DROMS STRAUSS ADVISORS INC /MO/ /ADV | 17.1K | $437.5K | −$579 | Added$113.4K |
| First Affirmative Financial Network | 16.1K | $411.1K | — | Held |
| Penobscot Investment Management Company, Inc. | 15.8K | $402.1K | −$573 | Added$76K |
| Private Advisor Group, LLC | 15.6K | $398.6K | −$703 | Cut−$703 |
| MEMBERS WEALTH LLC | 15.5K | $395.7K | −$751 | Added$191.1K |
| Commonwealth Financial Services, LLC | 14.7K | $376.3K | −$648 | Added$8.16K |
| SAX WEALTH ADVISORS, LLC | 14.7K | $376K | $0 | Held |
| MV CAPITAL MANAGEMENT, INC. | 14.4K | $367K | −$647 | Cut−$647 |
| WealthBridge Capital Management, LLC | 14.1K | $359.9K | −$602 | Added$14.6K |
| JIM SAULNIER & ASSOCIATES, LLC | 13.9K | $353.9K | −$631 | Added$824 |
| Passive Capital Management, LLC. | 13.8K | $352.4K | −$621 | Cut−$621 |
| JAMES INVESTMENT RESEARCH, INC. | 13.8K | $352.3K | −$621 | Cut−$621 |
| FIFTH THIRD BANCORP | 13.5K | $345.5K | — | New |
| TPG Advisors LLC | 13.1K | $334.2K | −$585 | Cut−$177 |
| Balefire, LLC | 12.8K | $327.9K | — | New |
| Archford Capital Strategies, LLC | 12.8K | $325.9K | −$545 | Added$16.5K |
| Klingman & Associates, LLC | 12.6K | $321.5K | −$568 | Cut−$3.15K |
| Avantax Planning Partners, Inc. | 12.5K | $318.1K | −$561 | Cut−$561 |
| Trust Co | 11.8K | $301K | −$523 | Cut−$50.2K |
| Wealthcare Advisory Partners LLC | 11.4K | $292K | −$516 | Cut−$83.4K |
| MONECO ADVISORS, LLC | 10.9K | $279.1K | −$492 | Cut−$492 |
| Accretive Wealth Partners, LLC | 10.6K | $270.8K | −$355 | Added$69K |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | 10.1K | $258.2K | −$385 | Added$39.2K |
| Leo Wealth, LLC | 10K | $255.6K | −$456 | Added$386 |
| Segment Wealth Management, LLC | 9.5K | $242.5K | −$428 | Cut−$428 |
| Arrow Financial Corp | 9.45K | $241.2K | −$426 | Cut−$426 |
| Cornell Pochily Investment Advisors, Inc. | 9.21K | $235.1K | −$398 | Added$9.56K |
| CARY STREET PARTNERS FINANCIAL LLC | 9.09K | $232K | −$409 | Cut−$409 |
| PRIVATE TRUST CO NA | 8.81K | $224.9K | −$396 | Cut−$396 |
| HORAN Wealth, LLC | 8.49K | $217.3K | $0 | Held |
| ArborFi Advisors, LLC | 8.28K | $211.4K | −$359 | Added$7.79K |
| NESTEGG ADVISORS, INC. | 8.21K | $209.7K | −$381 | Added$487 |
| Beaumont Asset Management, L.L.C. | 8.03K | $205K | −$361 | Cut−$361 |
| CNB Bank | 7.64K | $195K | −$343 | Cut−$343 |
| Hughes Financial Services, LLC | 6.04K | $154.3K | −$272 | Cut−$272 |
| Bank of New Hampshire | 4.77K | $121.8K | −$215 | Cut−$215 |
| Princeton Global Asset Management LLC | 4.71K | $120.2K | −$206 | Cut−$129 |
| Steward Partners Investment Advisory, LLC | 3.03K | $77.3K | −$136 | Cut−$73.8K |
| Glen Eagle Advisors, LLC | 2.73K | $69.6K | −$123 | Cut−$123 |
| American Capital Advisory, LLC | 2.22K | $56.6K | −$99 | Cut−$99 |
| HM PAYSON & CO | 1.95K | $49.8K | — | New |
| BARRETT & COMPANY, INC. | 1.79K | $45.8K | −$81 | Cut−$81 |
| PNC Financial Services Group, Inc. | 1.51K | $38.6K | −$67 | Cut−$41 |
| HARBOUR INVESTMENTS, INC. | 1.31K | $33.5K | −$54 | Added$48 |
| Fidelity | 1.31K | $33.5K | −$53 | Cut−$16.7K |
| MidFirst Bank | 1K | $25.5K | — | New |
| Addison Advisors LLC | 995 | $25.4K | −$45 | Cut−$45 |
| Rialto Wealth Management, LLC | 828 | $21.1K | −$38 | Cut−$38 |
| Allworth Financial LP | 813 | $20.8K | −$37 | Cut−$37 |
| Asset Dedication, LLC | 803 | $20.5K | −$36 | Cut−$36 |
| NorthAvenue LLC | 387 | $9.88K | −$17 | Cut−$17 |
| Covington Investment Advisors Inc. | 386.6K | $9.87K | −$17 | Added$374 |
| BlackRock, Inc. | 150 | $3.83K | −$6 | Cut−$6 |
| MassMutual Private Wealth & Trust, FSB | 135 | $3.45K | −$6 | Cut−$344.8K |
| Root Financial Partners, LLC | 131 | $3.34K | — | New |
| FLOW TRADERS U.S. LLC | 104.6K | $2.67K | −$1 | Added$2.44K |
| Avail Investment Partners, LLC | 45K | $1.15K | — | Held |
| Caldwell Trust Co | 40 | $1.02K | −$2 | Cut−$2 |
| EVOLUTION WEALTH MANAGEMENT INC. | 38 | $970 | −$2 | Cut−$2 |
| Cambridge Investment Research Advisors, Inc. | 26.3K | $672 | −$1 | Cut−$49 |
| Janney Montgomery Scott LLC | 14.7K | $376 | $0 | Held |
| Peloton Wealth Strategists | 13K | $332 | $0 | Held |