| UBS Group AG | 4.7M | $238M | $160.9K | Added$34.5M |
| FOSTER DYKEMA CABOT & PARTNERS, LLC | 4.15M | $210.3M | $161K | Added$6.68M |
| BANK OF AMERICA CORP /DE/ | 3.72M | $188.4M | $148.9K | Cut−$16.4M |
| Fidelity | 3.44M | $174.2M | $137.7K | Cut−$5.93M |
| LPL Financial LLC | 3.37M | $170.8M | $115.5K | Added$24.8M |
| Temasek Holdings (Private) Ltd | 1.97M | $99.9M | $79K | Added$79K |
| DONALDSON CAPITAL MANAGEMENT, LLC | 1.93M | $97.5M | $77K | Cut−$11.3M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1.74M | $87.7M | −$173.7K | Cut−$58.6M |
| ROYAL BANK OF CANADA | 1.67M | $84.6M | $64.7K | Added$274K |
| Focus Partners Wealth | 235.4K | $77.4M | $65.5M | Cut−$34.1M |
| BlackRock, Inc. | 1.48M | $74.8M | $59.1K | Cut−$43.8M |
| RAYMOND JAMES FINANCIAL INC | 1.33M | $67.3M | $44K | Added$11.8M |
| Winthrop Advisory Group LLC | 1.22M | $62M | $47.1K | Added$2.44M |
| Iron Gate Global Advisors LLC | 1.18M | $59.6M | $40.6K | Added$8.3M |
| Foster Group, Inc. | 1.12M | $56.7M | $42K | Added$3.59M |
| Diversified Portfolios, Inc. | 1.1M | $55.8M | $43.1K | Added$1.3M |
| Mariner, LLC | 970.6K | $49.1M | $38.8K | Cut−$15.2M |
| Prosperity Consulting Group, LLC | 893.6K | $45.2M | $31.8K | Added$5M |
| ENVESTNET ASSET MANAGEMENT INC | 864.2K | $43.7M | $28.4K | Added$7.77M |
| Valtinson Bruner Financial Planning LLC | 764.4K | $38.7M | $29.3K | Added$1.72M |
| Capital Advantage, Inc. | 731.9K | $37M | $28.7K | Added$714.6K |
| EXCHANGE TRADED CONCEPTS, LLC | 710.5K | $36M | $28.3K | Added$186.2K |
| CARY STREET PARTNERS FINANCIAL LLC | 684.4K | $34.6M | $23.8K | Added$4.48M |
| Macro Advisors, Inc. | 628.4K | $31.8M | — | Held |
| STIFEL FINANCIAL CORP | 614.7K | $31.1M | $20.4K | Added$5.46M |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 604.7K | $30.6M | $22.6K | Added$2.01M |
| Cetera Investment Advisers | 494.6K | $25M | $19.5K | Added$339.1K |
| Advisory Services Network, LLC | 493.2K | $25M | $18.7K | Added$1.36M |
| Steele Capital Management, Inc. | 492.5K | $24.9M | $17.6K | Added$2.64M |
| Avestar Capital, LLC | 471.8K | $23.9M | $13.8K | Added$6.4M |
| Private Advisor Group, LLC | 458.8K | $23.2M | $13.4K | Added$6.26M |
| CWM, LLC | 425.9K | $21.6M | $21.5M | Added$21.5M |
| Cynosure Group, LLC | 411.8K | $20.8M | $16.5K | Cut−$218.1K |
| Elwood & Goetz Wealth Advisory Group, LLC | 407.4K | $20.6M | $16.3K | Cut−$1.62M |
| OSAIC HOLDINGS, INC. | 402.1K | $20.4M | $14.8K | Cut−$6.46M |
| MML INVESTORS SERVICES, LLC | 380.5K | $19.3M | $15.2K | Cut−$2.26M |
| SIGNATUREFD, LLC | 376.6K | $19.1M | $15.1K | Cut−$2.22M |
| J.W. COLE ADVISORS, INC. | 359.2K | $18.2M | $3.45M | Added$3.69M |
| Corient Private Wealth LLC | 333.2K | $16.9M | $13.4K | Cut−$10.5M |
| BOKF, NA | 328.8K | $16.6M | $12.9K | Added$355.4K |
| Sand Hill Global Advisors, LLC | 326.1K | $16.5M | $13K | Cut−$324K |
| MGO ONE SEVEN LLC | 322.8K | $16.3M | $9.2K | Added$4.74M |
| Parallel Advisors, LLC | 318.5K | $16.1M | $12.5K | Added$345.5K |
| COMMONWEALTH EQUITY SERVICES, LLC | 313.7K | $15.9M | $12.5K | Cut−$2.12M |
| CreativeOne Wealth, LLC | 303.4K | $15.4M | $8.74K | Added$4.33M |
| Financial Engines Advisors L.L.C. | 301.5K | $15.3M | $12.1K | Cut−$602.1K |
| Landing Point Financial Group, LLC | 299.1K | $15.1M | $11.9K | Cut−$16.1K |
| SIMON QUICK ADVISORS, LLC | 294.6K | $14.9M | $11.7K | Added$126.8K |
| JPMORGAN CHASE & CO | 292.4K | $14.8M | $6.03K | Added$4.61M |
| Bison Wealth, LLC | 285K | $14.4M | −$8.52K | Cut−$6.09M |
| Edgemoor Investment Advisors, Inc. | 279.8K | $14.2M | $11.2K | Cut−$170.8K |
| Wellington Grp LLC | 277.4K | $14M | $10.4K | Added$883.6K |
| Savant Capital, LLC | 275.5K | $13.9M | $8.72K | Added$2.9M |
| MAINSAIL ASSET MANAGEMENT, LLC | 270.9K | $13.7M | $10.8K | Cut−$6.96M |
| Congress Park Capital LLC | 270.7K | $13.7M | $10.8K | Cut−$894.2K |
| FORTE ASSET MANAGEMENT LLC | 269.6K | $13.6M | $2.98K | Added$9.88M |
| Morningstar Investment Management LLC | 259K | $13.1M | $13.1M | Added$13.1M |
| Resonant Capital Advisors, LLC | 253.6K | $12.8M | $10.1K | Cut−$10.2M |
| Exeter Financial, LLC | 253.3K | $12.8M | $10.2K | Cut−$304.5K |
| Global Strategic Investment Solutions, LLC | 243.4K | $12.3M | $9.74K | Cut−$655K |
| HANSEATIC MANAGEMENT SERVICES INC | 243.4K | $12.3M | — | Held |
| Galvin, Gaustad & Stein, LLC | 241.6K | $12.2M | $9.7K | Cut−$618.4K |
| Bay Capital Advisors, LLC | 241.5K | $12.2M | $8.33K | Added$1.73M |
| Merit Financial Group, LLC | 237.9K | $12M | $7.47K | Added$2.64M |
| Sherry Group, Inc. | 237.5K | $12M | $11.9K | Cut−$174.8K |
| Cannon Financial Strategists, Inc. | 227.4K | $11.5M | $8.53K | Added$737K |
| GUIDANCE CAPITAL, INC | 225.2K | $11.4M | −$41.7K | Added$810.3K |
| Glassy Mountain Advisors, Inc. | 222.9K | $11.3M | $6.62K | Added$2.94M |
| Boulder Wealth Advisors, LLC | 221.3K | $11.2M | — | New |
| Cerity Partners LLC | 201.8K | $10.2M | $8.09K | Cut−$1.86M |
| Pinnacle Financial Partners, Inc. | 198.5K | $10M | $7.9K | Added$276K |
| HENGEHOLD CAPITAL MANAGEMENT LLC | 194K | $9.82M | $7.48K | Added$325.5K |
| Summit Wealth Group, LLC | 185.5K | $9.39M | $7.44K | Cut−$379.9K |
| RPg Family Wealth Advisory, LLC | 184.1K | $9.32M | — | New |
| Snider Financial Group | 176.3K | $8.92M | $7.06K | Cut−$1.42M |
| Beacon Pointe Advisors, LLC | 170.7K | $8.64M | $4.55K | Added$2.86M |
| Mutual Advisors, LLC | 165.4K | $8.37M | $6.58K | Cut−$4.31M |
| FLAGSHIP HARBOR ADVISORS, LLC | 163K | $8.25M | $5.7K | Added$1.04M |
| WT Wealth Management | 162.7K | $8.24M | $3.47K | Added$3.84M |
| Advisor OS, LLC | 161.2K | $8.16M | $6.39K | Added$138.7K |
| Rochester Wealth Strategies, LLC | 153.6K | $7.78M | $5.55K | Added$758.1K |
| Plum Street Advisors, LLC | 153.2K | $7.76M | $6K | Added$173.4K |
| Farrow Financial, Inc. | 149.3K | $7.56M | $5.97K | Cut−$33.9K |
| Creative Planning | 147.1K | $7.45M | $5.78K | Added$127.3K |
| Philadelphia Investment Partners, LLC | 143.4K | $7.26M | — | Held |
| Allworth Financial LP | 142.2K | $7.2M | $5.63K | Added$23.1K |
| GWN SECURITIES INC. | 141.5K | $7.17M | $5.67K | Cut−$875.5K |
| HOLLENCREST CAPITAL MANAGEMENT | 141.3K | $7.15M | $5.63K | Added$52.1K |
| BEACON FINANCIAL GROUP | 140.1K | $7.09M | — | New |
| Cerro Pacific Wealth Advisors LLC | 138.3K | $7M | $4.78K | Added$947.1K |
| Concurrent Investment Advisors, LLC | 136.1K | $6.89M | $5.19K | Added$328.9K |
| Able Wealth Management LLC | 131.4K | $6.65M | $4.95K | Added$396.8K |
| MJT & Associates Financial Advisory Group, Inc. | 129.7K | $6.57M | $4.12K | Added$1.33M |
| HighTower Advisors, LLC | 128.9K | $6.53M | $4.87K | Added$339.1K |
| SHUFRO ROSE & CO LLC | 120.1K | $6.08M | $4.76K | Cut−$307.4K |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | 116.4K | $5.89M | $4.65K | Added$4.66K |
| Sowell Financial Services LLC | 116.2K | $5.88M | $4.65K | Cut−$416.4K |
| Dynamic Advisor Solutions LLC | 113.6K | $5.75M | $4.48K | Added$82.6K |
| Powerhouse Assets LLC | 109.8K | $5.56M | $3.92K | Added$606.1K |
| J HAGAN CAPITAL, INC. | 109.7K | $5.55M | $3.64K | Added$970.2K |
| PEAK FINANCIAL ADVISORS LLC | 107.1K | $5.42M | — | New |
| Wealth Architects, LLC | 106.9K | $5.41M | $3.91K | Added$483.7K |
| Wealth Enhancement Trust Services, Inc. | 104.1K | $5.27M | $4.16K | Cut−$906.3K |
| Legacy Wealth Managment, LLC/ID | 102.5K | $5.19M | $4.12K | Cut−$4.4M |
| Kestra Advisory Services, LLC | 100.5K | $5.09M | $1.1K | Added$3.68M |
| CAPTRUST FINANCIAL ADVISORS | 99.9K | $5.06M | $3.94K | Cut−$598.7K |
| IRON Financial LLC | 99.7K | $5.05M | $3.82K | Added$244.6K |
| Sequoia Financial Advisors, LLC | 99.6K | $5.04M | $3.99K | Cut−$552.1K |
| Sigma Planning Corp | 99.6K | $5.04M | −$3.81K | Added$227.9K |
| PANORAMIC INVESTMENT ADVISORS, LLC | 99K | $5.01M | $3.83K | Added$169.6K |
| WealthBridge Capital Management, LLC | 98.8K | $5M | $3.84K | Added$144.6K |
| Advocacy Wealth Management, LLC | 98.7K | $4.99M | $3.73K | Added$273.8K |
| GOLDMAN SACHS GROUP INC | 97.8K | $4.95M | $3.91K | Cut−$6M |
| Haverford Trust Co | 97.3K | $4.92M | $3.89K | Cut−$1.41M |
| Financial Gravity Asset Management, Inc. | 96.1K | $4.86M | $3.84K | Added$7.74K |
| Mullaney, Keating & Wright, Inc. | 93.6K | $4.74M | $3.41K | Added$384.3K |
| SEMITAM BONAM LLC | 93.6K | $4.74M | $3.46K | Added$351.6K |
| SP Asset Management LLC | 93.1K | $4.71M | $3.69K | Cut−$277.3K |
| Virtue Capital Management, LLC | 92.3K | $4.67M | $2.77K | Cut−$2.84M |
| Sanctuary Advisors, LLC | 92K | $4.66M | $2.37K | Added$1.64M |
| CASTLE WEALTH MANAGEMENT LLC | 90.2K | $4.57M | — | New |
| Jacobi Capital Management LLC | 89.9K | $4.55M | $3.48K | Added$101.8K |
| Independent Advisor Alliance | 89.2K | $4.51M | — | New |
| MAIMON WEALTH MANAGEMENT LTD. | 89.2K | $4.51M | $2.67K | Cut−$422.7K |
| Chicago Partners Investment Group LLC | 87.8K | $4.44M | −$9.65K | Cut−$22.7K |
| Agate Pass Investment Management, LLC | 84.6K | $4.28M | $3.12K | Added$331K |
| Realta Investment Advisors | 84K | $4.25M | $3.21K | Added$196.2K |
| LongView Wealth Management | 82.5K | $4.17M | −$5.74K | Cut−$2.36M |
| Summit Financial, LLC | 81.3K | $4.11M | $3.24K | Cut−$5.76M |
| Steward Partners Investment Advisory, LLC | 79.4K | $4.02M | $3.18K | Cut−$13.1K |
| Princeton Global Asset Management LLC | 79.1K | $4M | $3.1K | Added$110.3K |
| BARINGS LLC | 78.6K | $3.98M | $3.14K | Added$3.14K |
| INTEGRAL INVESTMENT ADVISORS, INC. | 78.2K | $3.96M | $3.13K | Cut−$139.2K |
| BOK Financial Private Wealth, Inc. | 75.8K | $3.84M | $3.03K | Cut−$174.1K |
| Hudson Oak Wealth Advisory LLC | 75K | $3.79M | $2.91K | Added$117.6K |
| NORTHERN TRUST CORP | 74.7K | $3.78M | $2.99K | Added$2.99K |
| Ameritas Advisory Services, LLC | 74.7K | $3.78M | $2.2K | Added$1.04M |
| Krilogy Financial LLC | 73.7K | $3.73M | −$10.7K | Cut−$711.4K |
| Howland Capital Management LLC | 73.2K | $3.7M | $2.86K | Added$88.4K |
| Farther Finance Advisors, LLC | 72.6K | $3.66M | −$5.25K | Added$1.25M |
| Waverly Advisors, LLC | 71.5K | $3.62M | $2.85K | Cut−$132.1K |
| GUYASUTA INVESTMENT ADVISORS INC | 71.1K | $3.6M | — | New |
| CAHABA WEALTH MANAGEMENT, INC. | 71K | $3.59M | $783 | Added$2.62M |
| Tidal Investments LLC | 70.3K | $3.54M | — | New |
| TRB Wealth Management, LLC | 69.2K | $3.51M | — | Held |
| Rockefeller Capital Management L.P. | 68.9K | $3.49M | $1.66K | Added$1.34M |
| RETIREMENT CAPITAL STRATEGIES | 67.4K | $3.41M | — | New |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 67.2K | $3.4M | $2.67K | Cut−$763.1K |
| David Kennon Inc | 67.1K | $3.4M | — | New |
| Oakmont Advisory Group, LLC | 65.5K | $3.32M | $1.89K | Added$911.4K |
| Chesley Taft & Associates LLC | 65.4K | $3.31M | $1.64K | Added$1.23M |
| JONES FINANCIAL COMPANIES LLLP | 65K | $3.29M | −$574 | Added$434.6K |
| URS Advisory LLC | 64.6K | $3.27M | $2.12K | Added$579.3K |
| Tempus Wealth Planning, LLC | 62.8K | $3.18M | $2.51K | Cut−$344.3K |
| OFC FINANCIAL PLANNING, LLC | 61.4K | $3.11M | $2.46K | Cut−$46.7K |
| Prime Capital Investment Advisors, LLC | 61.2K | $3.1M | $2.46K | Cut−$70.9K |
| CFS Investment Advisory Services, LLC | 60.9K | $3.08M | $0 | Added$632.4K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 59.7K | $3.02M | — | New |
| Ariadne Wealth Management, LP | 59.5K | $3.01M | −$1.79K | Cut−$698.1K |
| Zhang Financial LLC | 58K | $2.94M | $2.34K | Cut−$1.41M |
| MORGAN STANLEY | 57.7K | $2.92M | $2.31K | Added$8.59K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 54.7K | $2.77M | $2.06K | Added$179.3K |
| VISTA INVESTMENT MANAGEMENT | 54K | $2.74M | $2.1K | Added$77.2K |
| StoneCrest Wealth Management, Inc. | 53.3K | $2.7M | $2.13K | Cut−$101.5K |
| Avidian Wealth Enterprises, LLC | 51.6K | $2.61M | $1.88K | Added$176.6K |
| Wills Financial Group LLC | 50.9K | $2.57M | — | New |
| TWO SIGMA SECURITIES, LLC | 50.3K | $2.55M | $1.54K | Added$603.5K |
| 9823 Capital, L.P. | 50K | $2.53M | $1.68K | Added$420.9K |
| RHS Financial, LLC | 49.9K | $2.53M | $2.04K | Cut−$333.9K |
| Family Manage LLC | 48.6K | $2.46M | $1.95K | Cut−$521.3K |
| MSH Capital Advisors LLC | 48.4K | $2.45M | $1.91K | Added$30.4K |
| Apollon Wealth Management, LLC | 46K | $2.33M | — | New |
| VISTA FINANCE, LLC | 44.8K | $2.27M | $1.12K | Added$850.3K |
| SHEETS SMITH WEALTH MANAGEMENT | 44.6K | $2.26M | $1.78K | Cut−$20.6K |
| Michels Family Financial, LLC | 44.5K | $2.25M | $1.74K | Cut−$39.7K |
| Arax Advisory Partners | 44K | $2.22M | $1.62K | Added$189.8K |
| Bogart Wealth, LLC | 43.7K | $2.21M | $1.67K | Added$96.9K |
| Integrated Advisors Network LLC | 43K | $2.18M | — | New |
| GREENUP STREET WEALTH MANAGEMENT LLC | 42.9K | $2.17M | $1.62K | Added$91.7K |
| Guardian Wealth Advisors, LLC | 42K | $2.13M | $1.36K | Added$407.4K |
| Baird Financial Group, Inc. | 42K | $2.12M | $1.68K | Cut−$48.4K |
| CITIGROUP INC | 41.7K | $2.11M | $1.66K | Added$14.2K |
| Quaker Wealth Management, LLC | 41.4K | $2.09M | $1.68K | Added$19.1K |
| Comprehensive Money Management Services LLC | 41.1K | $2.08M | $1.53K | Added$139K |
| ASSETMARK, INC | 40.9K | $2.07M | $1.58K | Added$46.2K |
| ZACKS INVESTMENT MANAGEMENT | 40.4K | $2.05M | $1.62K | Cut−$59.2K |
| Ifrah Financial Services, Inc. | 40.3K | $2.04M | $1.59K | Added$7.76K |
| Belpointe Asset Management LLC | 39.7K | $2.01M | $1.6K | Cut−$24.3K |
| MERCER GLOBAL ADVISORS INC /ADV | 39.4K | $2M | $176 | Added$1.75M |
| Valmark Advisers, Inc. | 38.8K | $1.96M | $1.55K | Cut−$39K |
| Perigon Wealth Management, LLC | 38.7K | $1.96M | $814 | Added$908.4K |
| Quantinno Capital Management LP | 38.7K | $1.96M | $1.34K | Added$283.9K |
| CGN Advisors LLC | 38.1K | $1.93M | $1.3K | Added$289.3K |
| PRINCIPAL SECURITIES, INC. | 37.3K | $1.89M | $1.48K | Cut−$788.2K |
| Wealthfront Advisers LLC | 37K | $1.87M | $1.34K | Added$180.5K |
| SEIZERT CAPITAL PARTNERS, LLC | 36.4K | $1.84M | $1.45K | Added$1.46K |
| HighPoint Advisor Group LLC | 35.6K | $1.8M | $1.44K | Added$25.1K |
| Pathstone Holdings, LLC | 35.3K | $1.79M | $1.41K | Cut−$1.4M |
| NWF Advisory Services Inc. | 34.7K | $1.76M | $1.13K | Added$328.5K |
| D.A. DAVIDSON & CO. | 34.5K | $1.74M | $1.38K | Cut−$74.2K |
| Composition Wealth, LLC | 33.7K | $1.71M | $1.34K | Cut−$247.4K |
| CANANDAIGUA NATIONAL CORP | 33.5K | $1.69M | — | Held |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 33.5K | $1.69M | $1.34K | Cut−$3.91M |
| LJI Wealth Management, LLC | 33.2K | $1.68M | — | New |
| KANE INVESTMENT MANAGEMENT, INC. | 33.1K | $1.68M | $5.11K | Added$57.3K |
| Aptus Capital Advisors, LLC | 32.9K | $1.66M | $1.32K | Cut−$15.9K |
| Vista Cima Wealth Management LLC | 32.3K | $1.63M | $1.29K | Cut−$290.7K |
| Cresset Asset Management, LLC | 31.5K | $1.6M | $231 | Added$1.3M |
| Stratos Wealth Partners, LTD. | 31.3K | $1.58M | $475 | Added$934K |
| GC Wealth Management RIA, LLC | 31.3K | $1.58M | $1.22K | Added$19.3K |
| IFP Advisors, Inc | 31.2K | $1.58M | $1.14K | Added$132.1K |
| Vise Technologies, Inc. | 31.1K | $1.57M | $0 | Held |
| BCGM Wealth Management, LLC | 31K | $1.57M | $1.21K | Cut−$11.3K |
| Robertson Stephens Wealth Management, LLC | 30.7K | $1.56M | $152 | Added$1.32M |
| Impact Partnership Wealth, LLC | 30.6K | $1.55M | $991 | Added$256.2K |
| UMB Bank, n.a. | 30.5K | $1.54M | $1.22K | Cut−$2.37M |
| Capital Wealth Alliance, LLC | 29.9K | $1.52M | −$565 | Added$65.2K |
| ELEVATE WEALTH ADVISORY, INC | 28.9K | $1.46M | $713 | Added$529.5K |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | 28.6K | $1.45M | $1.14K | Cut−$605.2K |
| Csenge Advisory Group | 28.4K | $1.44M | $1.11K | Added$1.17K |
| Advocate Investing Services LLC | 28.2K | $1.43M | $1.13K | Cut−$358K |
| Thrive Capital Management, LLC | 27.6K | $1.4M | $1.1K | Cut−$362K |
| Slow Capital, Inc. | 27.3K | $1.38M | $1.09K | Cut−$1.06M |
| Global Assets Advisory, LLC | 31.8K | $1.37M | — | New |
| Bulwark Capital Corp | 26.2K | $1.33M | $80 | Added$1.23M |
| AssuredPartners Investment Advisors, LLC | 26.1K | $1.32M | — | New |
| Brookstone Capital Management | 25.7K | $1.3M | $947 | Added$156.5K |
| ATX Financial Planning, LLC | 25.4K | $1.28M | — | New |
| Ackerman Asset Management, LLC | 24.7K | $1.25M | $479 | Added$645.9K |
| Alpha Zero LLC | 24.6K | $1.24M | — | New |
| BANK OF MONTREAL /CAN/ | 24.6K | $1.24M | $984 | Added$984 |
| FIRST NATIONAL BANK OF OMAHA | 24.5K | $1.24M | $906 | Added$96.6K |
| Fusion Capital, LLC | 24.4K | $1.23M | $956 | Cut−$90.4K |
| Tradewinds Capital Management, LLC | 23.5K | $1.19M | $968 | Added$8.76K |
| IMG Wealth Management, Inc. | 23.2K | $1.18M | $929 | Cut−$1.34M |
| Eddie Patel Inc | 23.2K | $1.17M | — | New |
| Brindle & Bay Financial Advisors, LLC | 23K | $1.16M | $944 | Cut−$320.8K |
| TAGStone Capital, Inc. | 22K | $1.11M | $918 | Cut−$125.9K |
| YHB Investment Advisors, Inc. | 21.4K | $1.08M | $854 | Added$2.02K |
| BLB&B Advisors, LLC | 21.3K | $1.08M | $515 | Added$425.3K |
| Lionsbridge Wealth Management LLC | 21.1K | $1.07M | $856 | Cut−$21.3K |
| Peterson Wealth Advisors, LLC | 20.9K | $1.06M | $835 | Cut−$1.16M |
| CLUNE & ASSOCIATES, LTD. | 20.9K | $1.06M | $846 | Cut−$43.2K |
| Wick Capital Partners, LLC | 20.6K | $1.05M | $788 | Added$49.2K |
| Boltwood Capital Management | 20.5K | $1.04M | $818 | Added$3.35K |
| Round Rock Advisors LLC | 20.2K | $1.02M | $855 | Cut−$8.65K |
| NewEdge Wealth, LLC | 20.1K | $1.02M | $809 | Added$1.16K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 19.8K | $1M | — | New |
| FIFTH THIRD BANCORP | 19.8K | $999.8K | — | New |
| Hennion & Walsh Asset Management, Inc. | 19.4K | $983K | $707 | Added$88.5K |