| MORGAN STANLEY | 5.1M | $145.1M | −$13.1M | Cut−$6.32M |
| BANK OF AMERICA CORP /DE/ | 4.47M | $127.1M | −$11.4M | Cut−$4.61M |
| Fidelity | 4.06M | $115.5M | −$10M | Cut−$203.3K |
| DIMENSIONAL FUND ADVISORS LP | 2.83M | $80.2M | −$7.12M | Cut−$297.9K |
| GOLDMAN SACHS GROUP INC | 2.75M | $78.2M | −$7.4M | Cut−$9.07M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 2.4M | $68.2M | −$5.66M | Added$2.66M |
| BlackRock, Inc. | 1.39M | $39.5M | −$3.38M | Added$398.3K |
| CAUSEWAY CAPITAL MANAGEMENT LLC | 1.32M | $37.6M | −$3.55M | Cut−$9.4M |
| NORTHERN TRUST CORP | 1.31M | $37.2M | −$3.52M | Cut−$8.08M |
| JPMORGAN CHASE & CO | 804K | $22M | −$876.7K | Added$14.7M |
| AMERICAN CENTURY COMPANIES INC | 653.7K | $18.6M | −$1.27M | Added$3.89M |
| Quantinno Capital Management LP | 638.5K | $18.2M | −$1.18M | Added$4.49M |
| ENVESTNET ASSET MANAGEMENT INC | 500.3K | $14.2M | −$1.23M | Cut−$63.9K |
| Connor, Clark & Lunn Investment Management Ltd. | 430.7K | $12.2M | −$1.16M | Cut−$12.4M |
| Solel Partners LP | 266.6K | $7.58M | −$717.1K | Cut−$717.1K |
| Creative Planning | 257.1K | $7.31M | −$627.5K | Added$49.2K |
| SEI INVESTMENTS CO | 253.2K | $7.2M | −$680.7K | Cut−$1.47M |
| ASSETMARK, INC | 251K | $7.14M | −$4.7K | Added$7.08M |
| WELLS FARGO & COMPANY/MN | 239.3K | $6.8M | −$643.6K | Cut−$730K |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 234.5K | $6.67M | −$566.6K | Added$110.4K |
| ROYAL BANK OF CANADA | 231.2K | $6.57M | −$621.7K | Cut−$1.54M |
| Pathstone Holdings, LLC | 218.9K | $6.23M | −$582.8K | Cut−$1.57M |
| JANE STREET GROUP, LLC | 192.7K | $5.48M | −$43.4K | Added$4.98M |
| QRG CAPITAL MANAGEMENT, INC. | 192.2K | $5.46M | −$350.5K | Added$1.41M |
| Gradient Investments LLC | 172.6K | $4.91M | −$198.8K | Added$2.61M |
| Transmarket Holdings LP | 168.5K | $4.79M | — | New |
| Icahn Capital | 140.9K | $4.01M | −$209.3K | Added$1.58M |
| RAYMOND JAMES FINANCIAL INC | 140.2K | $3.99M | −$377.2K | Cut−$1.33M |
| AMG National Trust Bank | 136.7K | $3.89M | −$367.7K | Cut−$368.6K |
| PICTON MAHONEY ASSET MANAGEMENT | 265.8K | $3.65M | −$149.3K | Added$2.27M |
| MARSHALL WACE, LLP | 123.6K | $3.51M | — | New |
| XTX Topco Ltd | 121.2K | $3.44M | −$304.5K | Cut−$78.4K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 119.3K | $3.39M | −$284K | Added$105.2K |
| Crossmark Global Holdings, Inc. | 102.2K | $2.91M | −$274.9K | Cut−$299.2K |
| Mariner, LLC | 96K | $2.73M | −$227.7K | Added$133.5K |
| Bank of New York Mellon Corp | 91.5K | $2.6M | −$244.2K | Cut−$224.2K |
| Citadel | 89.9K | $2.56M | −$241.8K | Cut−$2M |
| Madison Asset Management, LLC | 88.7K | $2.52M | −$238.5K | Cut−$432K |
| AMERIPRISE FINANCIAL INC | 83.5K | $2.38M | −$218.9K | Cut−$625K |
| CITIGROUP INC | 78K | $2.22M | −$128.6K | Added$730.8K |
| MERCER GLOBAL ADVISORS INC /ADV | 73.6K | $2.09M | −$138.6K | Added$487.8K |
| OPPENHEIMER ASSET MANAGEMENT INC. | 71.9K | $2.04M | −$193.5K | Cut−$623.6K |
| Vestmark Advisory Solutions, Inc. | 71.8K | $2.04M | −$193.3K | Cut−$543.3K |
| Engineers Gate Manager LP | 71.7K | $2.04M | — | New |
| UBS Group AG | 67.9K | $1.93M | −$182.7K | Cut−$3.6M |
| MILLENNIUM MANAGEMENT LLC | 63.6K | $1.81M | — | New |
| Nuveen, LLC | 63.1K | $1.79M | −$169.6K | Cut−$232.1K |
| Brooklyn Investment Group | 62.5K | $1.78M | −$114.1K | Added$527.8K |
| Ethic Inc. | 61.4K | $1.75M | −$147.1K | Added$44.2K |
| DAVENPORT & Co LLC | 58.6K | $1.67M | −$157.7K | Cut−$274.2K |
| QUADRANT CAPITAL GROUP LLC | 56K | $1.59M | −$142.8K | Cut−$60.5K |
| Russell Investments Group, Ltd. | 52.6K | $1.5M | −$125.1K | Added$48.8K |
| Callan Family Office, LLC | 49K | $1.39M | −$131.9K | Cut−$236K |
| Vanguard Personalized Indexing Management, LLC | 48.7K | $1.39M | −$131.1K | Cut−$356.5K |
| Mondrian Investment Partners LTD | 44.3K | $1.26M | −$119.1K | Cut−$122.8K |
| RITHOLTZ WEALTH MANAGEMENT | 42K | $1.19M | −$92.4K | Added$125.6K |
| Cerity Partners LLC | 41.3K | $1.17M | −$75.5K | Added$300.5K |
| MML INVESTORS SERVICES, LLC | 41.3K | $1.17M | −$107.3K | Cut−$67.9K |
| Manske Wealth Management | 40.8K | $1.16M | −$109.8K | Cut−$178K |
| BANK OF MONTREAL /CAN/ | 39.3K | $1.12M | −$80.3K | Added$188.4K |
| LPL Financial LLC | 39K | $1.11M | −$104.8K | Cut−$1.33M |
| JONES FINANCIAL COMPANIES LLLP | 39.3K | $1.09M | −$31.2K | Added$800.2K |
| Orion Porfolio Solutions, LLC | 37.6K | $1.07M | −$101.1K | Cut−$405.2K |
| Focus Partners Wealth | 33.7K | $980.3K | −$48.8K | Added$235.4K |
| Integrated Quantitative Investments LLC | 33.9K | $963.8K | — | New |
| GeoWealth Management, LLC | 33.2K | $944.1K | −$75.6K | Added$69.5K |
| IEQ CAPITAL, LLC | 33.1K | $941.4K | −$40.9K | Added$467.9K |
| US BANCORP \DE\ | 32.9K | $934.5K | −$84.1K | Cut−$38.2K |
| EVERGREEN CAPITAL MANAGEMENT LLC | 32.4K | $933.8K | −$69K | Cut−$583 |
| GC Wealth Management RIA, LLC | 32.8K | $932.2K | −$76.1K | Added$51.5K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 32.6K | $926.5K | −$15.3K | Added$750.1K |
| Stratos Wealth Partners, LTD. | 32.3K | $917.3K | −$75.5K | Added$43.2K |
| Balyasny Asset Management L.P. | 32.2K | $914.2K | — | New |
| TWO SIGMA INVESTMENTS, LP | 32K | $909.8K | — | New |
| Atria Investments, Inc | 31.2K | $887.3K | −$84K | Cut−$307.2K |
| FIRST TRUST ADVISORS LP | 30.1K | $854.8K | −$69.5K | Added$50.6K |
| SIGNATUREFD, LLC | 29.9K | $850.8K | −$77.4K | Cut−$44.5K |
| PNC Financial Services Group, Inc. | 28.4K | $807.5K | −$66.9K | Added$33K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28.3K | $805.2K | −$67.9K | Added$19.7K |
| Cetera Investment Advisers | 27.5K | $780.7K | −$60K | Added$86.7K |
| Legacy Wealth Asset Management, LLC | 27.3K | $776.5K | −$73.4K | Cut−$72.2K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 26.7K | $776.4K | −$90.4K | Cut−$455.7K |
| RHUMBLINE ADVISERS | 27.1K | $770.8K | −$72.9K | Cut−$158.5K |
| FRANKLIN RESOURCES INC | 27K | $767.9K | −$46.1K | Added$234.9K |
| First Affirmative Financial Network | 26.4K | $751.8K | — | Held |
| Aaron Wealth Advisors LLC | 25.9K | $735.1K | −$44.9K | Added$215.8K |
| Vident Advisory, LLC | 25.2K | $715.2K | −$48.9K | Added$150K |
| NewEdge Wealth, LLC | 25.2K | $715.1K | −$67.7K | Cut−$172.5K |
| NEUBERGER BERMAN GROUP LLC | 25K | $709.9K | −$47.8K | Added$156.6K |
| Vise Technologies, Inc. | 22.7K | $707.8K | $0 | Held |
| Compound Planning, Inc. | 24.7K | $701.1K | −$63.9K | Cut−$37.9K |
| Bain Capital Public Equity, LP | 24.2K | $686.9K | — | New |
| SYON CAPITAL LLC | 23.8K | $678K | −$60.2K | Cut−$18.6K |
| Caprock Group, LLC | 21.9K | $630.6K | −$43.3K | Added$49.1K |
| WEALTH ALLIANCE, LLC | 21.9K | $621.3K | −$58.8K | Cut−$210.6K |
| Savant Capital, LLC | 21.5K | $611.9K | −$49.1K | Added$44K |
| Ballentine Partners, LLC | 20.9K | $594.8K | −$53.8K | Cut−$27.7K |
| Laird Norton Wetherby Trust Company, LLC | 19.9K | $573K | −$43.6K | Cut−$13.2K |
| Gallacher Capital Management LLC | 20K | $567.2K | −$53.7K | Cut−$60.8K |
| Sequoia Financial Advisors, LLC | 19.4K | $552.7K | −$35.8K | Added$138.3K |
| HighTower Advisors, LLC | 19.3K | $548K | −$47.9K | Cut−$5.79K |
| Merit Financial Group, LLC | 19.2K | $544.6K | −$50.2K | Cut−$36.4K |
| Versant Capital Management, Inc | 18.9K | $537.1K | −$40.2K | Added$72.2K |
| Naviter Wealth, LLC | 18.4K | $529.8K | −$38K | Added$18.8K |
| EARNEST PARTNERS LLC | 17.9K | $507.9K | −$48.1K | Cut−$296K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 17.6K | $499.9K | −$42.4K | Added$9.49K |
| Sterling Capital Management LLC | 17.4K | $495.1K | −$46.8K | Cut−$198.7K |
| AXQ CAPITAL, LP | 17.3K | $491.6K | — | New |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 16.7K | $473.8K | −$44.8K | Cut−$82.7K |
| Allspring Global Investments Holdings, LLC | 15.9K | $460.1K | −$43.8K | Added$37.4K |
| CHOREO, LLC | 15.3K | $434.2K | −$43K | Cut−$28.5K |
| Advisors Asset Management, Inc. | 15.2K | $433.4K | — | New |
| SHELTON CAPITAL MANAGEMENT | 15.2K | $432.1K | −$40.9K | Cut−$77.5K |
| WINTON GROUP Ltd | 14.9K | $423.6K | — | New |
| Caitong International Asset Management Co., Ltd | 14.7K | $418.5K | −$9.71K | Added$306.2K |
| YOUSIF CAPITAL MANAGEMENT, LLC | 14.2K | $403.6K | −$43.2K | Cut−$43.2K |
| Corient Private Wealth LLC | 14.7K | $396.3K | −$45.2K | Added$52.9K |
| Concurrent Investment Advisors, LLC | 13.2K | $375.2K | −$35.5K | Cut−$210.8K |
| BNP PARIBAS FINANCIAL MARKETS | 13.1K | $371.8K | −$35.2K | Cut−$459.1K |
| Venturi Wealth Management, LLC | 12.9K | $366.4K | −$28K | Added$43K |
| Summit Trail Advisors, LLC | 12.7K | $361.5K | — | New |
| Smartleaf Asset Management LLC | 13.1K | $358.8K | −$51.9K | Cut−$73.2K |
| Rockefeller Capital Management L.P. | 12.5K | $355.8K | −$15.1K | Added$181.2K |
| Sivia Capital Partners, LLC | 12.1K | $343.3K | — | New |
| &PARTNERS | 11.9K | $338.2K | −$26.1K | Added$52.2K |
| STIFEL FINANCIAL CORP | 11.5K | $325.9K | −$30.8K | Cut−$47.5K |
| CAPTRUST FINANCIAL ADVISORS | 10.9K | $311.1K | −$25.5K | Added$15.9K |
| TRUIST FINANCIAL CORP | 10.9K | $308.6K | −$22.8K | Added$45.2K |
| Dynasty Wealth Management, LLC | 10.4K | $294.9K | −$27.3K | Cut−$20.3K |
| COMMONWEALTH EQUITY SERVICES, LLC | 10.3K | $292.7K | −$26.6K | Cut−$14.3K |
| KEYBANK NATIONAL ASSOCIATION/OH | 10.1K | $287.8K | — | New |
| Kathmere Capital Management, LLC | 10.1K | $285.9K | −$21.3K | Added$39.6K |
| M&T Bank Corp | 9.87K | $280.6K | −$26.5K | Cut−$33K |
| Mattson Financial Services, LLC | 9.74K | $276.9K | — | New |
| GAMMA Investing LLC | 9.7K | $275.9K | −$24.6K | Cut−$8.46K |
| Entropy Technologies, LP | 9.66K | $274.7K | — | New |
| PDS Planning, Inc | 9.55K | $271.5K | −$24.5K | Cut−$12.1K |
| EverSource Wealth Advisors, LLC | 9.44K | $268.4K | −$17.2K | Added$69K |
| Net Worth Advisory Group | 9.27K | $263.6K | −$23.9K | Cut−$12.6K |
| Brown Financial Advisors | 9.17K | $260.7K | — | New |
| Pinnacle Wealth Planning Services, Inc. | 8.73K | $248.3K | −$23.5K | Cut−$68.4K |
| XPONANCE LLC | 8.73K | $248.1K | −$18.3K | Added$36.4K |
| Federation des caisses Desjardins du Quebec | 8.4K | $238.8K | −$22.6K | Cut−$22.6K |
| Cetera Trust Company, N.A | 8.24K | $234.4K | −$22.2K | Cut−$22.2K |
| Parallel Advisors, LLC | 8.22K | $233.7K | −$19.6K | Added$6.49K |
| MAI Capital Management | 7.96K | $226.2K | −$5.19K | Added$166.3K |
| GLENMEDE TRUST CO NA | 7.91K | $225K | −$20.4K | Cut−$11.5K |
| TWO SIGMA SECURITIES, LLC | 7.88K | $224K | — | New |
| PAX Financial Group, LLC | 7.69K | $218.6K | — | New |
| TRUST POINT INC. | 7.29K | $207.2K | −$19.6K | Cut−$39.2K |
| Beacon Pointe Advisors, LLC | 7.21K | $204.9K | — | New |
| Strategic Investment Advisors / MI | 5.83K | $165.7K | — | New |
| OSAIC HOLDINGS, INC. | 5.54K | $157.6K | −$14.9K | Cut−$31.8K |
| Farther Finance Advisors, LLC | 5.13K | $150.3K | −$6.86K | Added$34.2K |
| Allianz SE | 5.1K | $144.9K | −$13.7K | Cut−$13.7K |
| NATIONAL BANK OF CANADA /FI/ | 4.88K | $138.7K | −$12.9K | Cut−$12.4K |
| CWM, LLC | 4.33K | $123.1K | $67.3K | Added$123.1K |
| Blue Trust, Inc. | 4.09K | $116.2K | −$11K | Cut−$11K |
| Advisory Services Network, LLC | 3.85K | $109.6K | — | New |
| Rossby Financial, LCC | 3.66K | $107.3K | — | New |
| Arax Advisory Partners | 3.1K | $96.7K | $26 | Added$87.3K |
| Tower Research Capital LLC (TRC) | 2.94K | $83.7K | −$118 | Added$82.3K |
| Community Bank, N.A. | 2.48K | $70.5K | −$6.64K | Cut−$6.64K |
| Bruce G. Allen Investments, LLC | 2.31K | $65.7K | −$6.21K | Cut−$20K |
| Larson Financial Group LLC | 2.24K | $63.6K | −$4.78K | Added$8.27K |
| Allworth Financial LP | 2.08K | $59.2K | −$4.06K | Added$12.4K |
| BARCLAYS PLC | 1.98K | $56.2K | — | New |
| Owl Creek Wealth Partners LLC | 1.47K | $41.8K | — | Held |
| Salomon & Ludwin, LLC | 1.39K | $40.3K | −$2.09K | Added$19.4K |
| Destiny Wealth Partners, LLC | 1.27K | $36K | — | New |
| Grove Bank & Trust | 1.23K | $34.9K | −$3.23K | Cut−$2.52K |
| BROWN BROTHERS HARRIMAN & CO | 1.21K | $34.3K | −$713 | Added$26.1K |
| ROTHSCHILD INVESTMENT LLC | 1.1K | $31.3K | −$2.86K | Cut−$1.84K |
| Westside Investment Management, Inc. | 1.07K | $31.1K | −$2.78K | Cut−$2.78K |
| MCGUIRE CAPITAL ADVISORS INC | 929 | $26.4K | −$2.5K | Cut−$2.5K |
| TWIN PEAKS WEALTH ADVISORS, LLC | 928 | $26.4K | — | New |
| Manchester Capital Management LLC | 794 | $22.6K | −$2.14K | Cut−$2.14K |
| V-Square Quantitative Management LLC | 751 | $21.4K | — | New |
| True Wealth Design, LLC | 694 | $19.7K | −$909 | Added$9.21K |
| Optiver Holding B.V. | 682 | $19.4K | −$1.83K | Cut−$1.41M |
| Sound Income Strategies, LLC | 612 | $17.9K | −$1.71K | Cut−$1.71K |
| Steward Partners Investment Advisory, LLC | 546 | $15.5K | −$1.29K | Added$584 |
| MATHER GROUP, LLC. | 478 | $13.6K | — | New |
| Bare Financial Services, Inc | 433 | $12.3K | −$1.07K | Cut−$45 |
| Whipplewood Advisors, LLC | 423 | $12K | −$38 | Added$11.6K |
| Cornerstone Planning Group LLC | 387 | $11.7K | −$1.09K | Cut−$725 |
| TD PRIVATE CLIENT WEALTH LLC | 401 | $11.4K | −$342 | Added$7.45K |
| Root Financial Partners, LLC | 372 | $10.6K | −$998 | Cut−$970 |
| WPG Advisers, LLC | 367 | $10.4K | −$987 | Cut−$15.7K |
| Parkside Financial Bank & Trust | 366 | $10.4K | −$984 | Cut−$984 |
| JFS WEALTH ADVISORS, LLC | 337 | $9.58K | −$859 | Cut−$347 |
| HighMark Wealth Management LLC | 286 | $8.13K | −$751 | Cut−$552 |
| SJS Investment Consulting Inc. | 282 | $8.02K | −$697 | Cut−$43 |
| FIFTH THIRD BANCORP | 282 | $8.02K | −$132 | Added$6.49K |
| LRI Investments, LLC | 280 | $7.96K | −$97 | Added$6.84K |
| FINANCIAL CONSULATE, INC | 270 | $7.69K | −$484 | Added$1.99K |
| Ares Financial Consulting, LLC | 262 | $7.67K | — | New |
| Retirement Wealth Solutions LLC | 246 | $6.99K | −$290 | Added$3.63K |
| SBI Securities Co., Ltd. | 225 | $6.4K | −$605 | Cut−$10.1K |
| Stone House Investment Management, LLC | 219 | $6.23K | −$368 | Added$1.96K |
| Spire Wealth Management | 218 | $6.2K | −$584 | Cut−$864 |
| Signature Equity Partners, LLC | 213 | $6.06K | −$417 | Added$1.23K |
| MANNING & NAPIER ADVISORS LLC | 210 | $5.75K | −$800 | Cut−$581 |
| Intentional Wealth Strategies, LLC | 202 | $5.74K | — | Held |
| Essential Partners LLC | 192 | $5.46K | −$516 | Cut−$516 |
| WealthCollab, LLC | 187 | $5.32K | −$503 | Cut−$503 |
| IFP Advisors, Inc | 175 | $4.97K | −$418 | Added$151 |
| Physician Wealth Advisors, Inc. | 153 | $4.35K | −$412 | Cut−$412 |
| NATIXIS ADVISORS, LLC | 146.6K | $4.17K | −$394 | Cut−$882 |
| TD Waterhouse Canada Inc. | 141 | $4.13K | −$66 | Added$3.01K |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 145 | $4.12K | −$390 | Cut−$390 |
| Glen Eagle Advisors, LLC | 144 | $4.09K | −$387 | Cut−$387 |
| UMB Bank, n.a. | 139 | $3.95K | −$374 | Cut−$374 |
| JNBA Financial Advisors | 133 | $3.78K | −$357 | Cut−$357 |
| SHP Wealth Management | 121 | $3.43K | −$198 | Added$1.11K |
| HIGHLINE WEALTH PARTNERS LLC | 119 | $3.38K | −$320 | Cut−$320 |
| IMA Advisory Services, Inc. | 107 | $3.08K | −$185 | Added$593 |
| FEDERATED HERMES, INC. | 105 | $2.98K | −$282 | Cut−$2.83K |
| EFG International AG | 100 | $2.84K | — | New |
| Geneos Wealth Management Inc. | 99 | $2.81K | −$266 | Cut−$266 |
| BROWN, LISLE/CUMMINGS, INC. | 96 | $2.73K | — | New |
| Nemes Rush Group LLC | 85 | $2.42K | −$228 | Cut−$228 |
| JPL Wealth Management, LLC | 85 | $2.42K | — | New |
| Innovative Asset Advisors Group, LLC | 81 | $2.3K | — | Held |
| Beaird Harris Wealth Management, LLC | 80 | $2.26K | −$215 | Cut−$215 |
| Horizon Investments, LLC | 66 | $1.88K | — | New |
| Bell Investment Advisors, Inc | 63 | $1.79K | −$169 | Cut−$169 |
| GHP Investment Advisors, Inc. | 62 | $1.76K | — | New |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 60 | $1.71K | −$161 | Cut−$161 |
| Ancora Advisors LLC | 54 | $1.53K | −$145 | Cut−$145 |
| HRT FINANCIAL LP | 53.4K | $1.52K | −$38 | Added$1.07K |
| Kilter Group LLC | 52 | $1.48K | −$140 | Cut−$202 |
| Private Wealth Asset Management, LLC | 44 | $1.25K | −$118 | Cut−$118 |
| HANTZ FINANCIAL SERVICES, INC. | 38.5K | $1.09K | −$78 | Added$186 |
| MV CAPITAL MANAGEMENT, INC. | 37 | $1.05K | −$38 | Added$616 |
| Burk Holdings LLC | 33 | $938 | — | New |
| Dogwood Wealth Management LLC | 32 | $910 | — | New |
| PARK AVENUE SECURITIES LLC | 30.4K | $866 | −$70 | Added$48 |
| NISA INVESTMENT ADVISORS, LLC | 23 | $663 | — | New |
| Arlington Trust Co LLC | 23 | $654 | — | New |
| Trust Co | 22 | $625 | −$60 | Cut−$60 |
| American Capital Advisory, LLC | 20 | $569 | −$54 | Cut−$54 |
| Transamerica Financial Advisors, LLC | 12 | $345 | −$28 | Cut−$28 |
| Frazier Financial Advisors, LLC | 12 | $342 | — | New |
| HARBOUR INVESTMENTS, INC. | 12 | $341 | — | New |
| Abound Wealth Management | 11 | $313 | −$30 | Cut−$30 |
| Cambridge Investment Research Advisors, Inc. | 10.5K | $298 | −$28 | Cut−$27 |
| Mosley Wealth Management | 10 | $280 | — | New |
| Cassaday & Co Wealth Management LLC | 9 | $256 | — | New |
| Triumph Capital Management | 9 | $256 | — | New |