| Horizon Wealth Management, LLC | 2.3M | $51.8M | — | New |
| HUNTINGTON NATIONAL BANK | 1.09M | $24.6M | −$257.8K | Added$640.6K |
| LPL Financial LLC | 1.01M | $22.7M | −$230.9K | Added$1.24M |
| RAYMOND JAMES FINANCIAL INC | 947.7K | $21.4M | −$207.7K | Added$2.02M |
| Focus Partners Wealth | 427.1K | $9.62M | −$104.5K | Cut−$2.47M |
| BANK OF AMERICA CORP /DE/ | 397.9K | $8.96M | −$93.2K | Added$282.1K |
| OSAIC HOLDINGS, INC. | 369.9K | $8.33M | −$89.7K | Cut−$257.9K |
| ENVESTNET ASSET MANAGEMENT INC | 364.6K | $8.22M | −$56.6K | Added$2.95M |
| Mariner, LLC | 325.8K | $7.34M | −$73.2K | Added$526K |
| Cetera Investment Advisers | 272.3K | $6.14M | −$48.5K | Added$1.63M |
| TRUIST FINANCIAL CORP | 240.8K | $5.43M | −$51.4K | Added$639.8K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 121.8K | $2.74M | −$27.4K | Added$193.5K |
| Modern Wealth Management, LLC | 116.2K | $2.62M | — | New |
| COMMONWEALTH EQUITY SERVICES, LLC | 102.5K | $2.31M | −$5.89K | Added$1.76M |
| Members Trust Co | 90.2K | $2.03M | −$5.18K | Added$1.55M |
| JPMORGAN CHASE & CO | 87.9K | $1.97M | −$27.2K | Added$270.4K |
| PlanVest Financial, Inc | 81.9K | $1.84M | — | Held |
| LAFFER TENGLER INVESTMENTS, INC. | 64.8K | $1.46M | −$9.56K | Added$569.8K |
| Allworth Financial LP | 62.5K | $1.41M | −$15K | Added$13.7K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 60.9K | $1.37M | — | New |
| Savvy Advisors, Inc. | 59.9K | $1.35M | −$14.6K | Cut−$7.05K |
| Arkadios Wealth Advisors | 56.5K | $1.27M | −$13.6K | Added$9.95K |
| PARTNERS WEALTH MANAGEMENT, LLC | 53.1K | $1.2M | −$13K | Cut−$98.7K |
| Mutual Advisors, LLC | 47.8K | $1.08M | −$8.11K | Added$322.3K |
| HENGEHOLD CAPITAL MANAGEMENT LLC | 44.1K | $992.6K | — | New |
| Asset Management Group, Inc. | 28.7K | $647.1K | −$7.03K | Cut−$52.1K |
| LWM Advisory Services, LLC | 28.3K | $636.9K | −$6.91K | Cut−$2.41M |
| Heritage Family Offices, LLP | 28.1K | $632.1K | −$6.8K | Cut−$1.1K |
| AdvisorNet Financial, Inc | 27.3K | $615.7K | −$6.69K | Cut−$6.17K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 25.8K | $580.3K | −$6.31K | Cut−$60.2K |
| Daviman Financial, LLC | 25.5K | $575.2K | −$6.25K | Cut−$99.1K |
| Altman Advisors, Inc. | 263.5K | $554.6K | $1.47K | Added$6.89K |
| PRIVATE TRUST CO NA | 24.5K | $552.7K | — | New |
| Valmark Advisers, Inc. | 23.9K | $538K | −$5.43K | Added$32.4K |
| Asset Allocation Strategies LLC | 23.1K | $519.7K | −$5.62K | Cut−$2.65K |
| Private Advisor Group, LLC | 22.4K | $505.1K | −$5.49K | Cut−$5.49K |
| Stratos Wealth Partners, LTD. | 22.4K | $504.2K | −$5.48K | Cut−$50.3K |
| Dynamic Advisor Solutions LLC | 22.4K | $504K | −$5.48K | Cut−$181.8K |
| Kestra Advisory Services, LLC | 21.6K | $486.5K | −$1.39K | Added$356.5K |
| SYM FINANCIAL Corp | 19.9K | $449K | −$4.73K | Added$8.58K |
| Redwood Financial Network Corp | 18.5K | $415.7K | −$4.51K | Cut−$17.9K |
| Rockefeller Capital Management L.P. | 17.7K | $397.7K | −$4.32K | Cut−$4.32K |
| GREAT VALLEY ADVISOR GROUP, INC. | 17.1K | $385.6K | −$4.12K | Cut−$93.7K |
| World Investment Advisors | 11.1K | $251.1K | −$2.7K | Cut−$62 |
| KLCM Advisors, Inc. | 9.24K | $208.1K | −$2.26K | Cut−$21.2K |
| DAVENPORT & Co LLC | 9.09K | $204.7K | −$2.19K | Added$1.31K |
| Gateway Wealth Partners, LLC | 9K | $202.9K | — | New |
| ROYAL BANK OF CANADA | 7.63K | $172K | −$1.41K | Cut−$3K |
| EverSource Wealth Advisors, LLC | 2.4K | $54K | −$596 | Cut−$3.1K |
| Farther Finance Advisors, LLC | 2.18K | $49.2K | −$424 | Cut−$20.1K |
| US BANCORP \DE\ | 2.16K | $48.6K | −$376 | Added$13.7K |
| Darwin Wealth Management, LLC | 2.1K | $47.3K | −$509 | Cut−$216 |
| MORGAN STANLEY | 1.73K | $38.9K | −$412 | Cut−$389 |
| Advisory Services Network, LLC | 1.62K | $36.5K | — | New |
| Align Financial, LLC | 1.13K | $25.4K | — | New |
| NBC SECURITIES, INC. | 1.03K | $23.2K | −$252 | Cut−$27.4K |
| DELTA ASSET MANAGEMENT LLC/TN | 1K | $22.5K | −$245 | Cut−$245 |
| HARBOUR INVESTMENTS, INC. | 859 | $19.4K | −$210 | Cut−$210 |
| IFP Advisors, Inc | 777 | $17.5K | −$190 | Cut−$190 |
| JONES FINANCIAL COMPANIES LLLP | 635 | $14.2K | — | New |
| CWM, LLC | 520 | $11.7K | $11.7K | Added$11.7K |
| FIFTH THIRD BANCORP | 476 | $10.7K | −$117 | Cut−$38.6K |
| Signature Equity Partners, LLC | 391 | $8.81K | −$62 | Added$3.05K |
| Moisand Fitzgerald Tamayo, LLC | 386 | $8.7K | −$95 | Cut−$95 |
| WELLS FARGO & COMPANY/MN | 364 | $8.2K | $10 | Added$8.19K |
| Crews Bank & Trust | 213 | $4.8K | — | New |
| UBS Group AG | 137 | $3.09K | — | New |
| Davis Capital Management | 130 | $2.93K | −$32 | Cut−$32 |
| SJS Investment Consulting Inc. | 120 | $2.7K | −$29 | Cut−$29 |
| Fidelity | 52 | $1.17K | −$12 | Cut−$12 |
| Cambridge Investment Research Advisors, Inc. | 27.6K | $622 | −$7 | Added$6 |
| Clearstead Advisors, LLC | 8 | $181 | — | New |
| HORIZON BANCORP INC /IN/ | 332 | $7 | — | New |