| MORGAN STANLEY | 11.1M | $551.6M | −$196.3K | Added$62M |
| LPL Financial LLC | 10.8M | $540M | −$196.4K | Added$50.2M |
| RAYMOND JAMES FINANCIAL INC | 3.58M | $178.5M | −$47.9K | Added$59.1M |
| WELLS FARGO & COMPANY/MN | 3.12M | $155.6M | −$37.5K | Added$62.2M |
| STIFEL FINANCIAL CORP | 2.38M | $118.9M | −$41.1K | Added$15.7M |
| HighTower Advisors, LLC | 1.79M | $89.2M | −$1.24K | Added$86.1M |
| Obermeyer Wealth Partners | 1.4M | $69.7M | −$26.6K | Added$3.43M |
| Independent Advisor Alliance | 1.21M | $60.3M | −$1.01K | Added$57.8M |
| Private Advisor Group, LLC | 1.04M | $51.8M | −$16K | Added$11.8M |
| BENJAMIN EDWARDS INC | 1.03M | $51.5M | −$20.7K | Cut−$522.7K |
| F/m Investments LLC | 911.1K | $45.4M | −$24.1K | Added$5.4M |
| Stratos Wealth Partners, LTD. | 897.5K | $44.8M | −$2.49K | Added$38.6M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 849.6K | $42.4M | −$25.5K | Cut−$50.2M |
| JOURNEY STRATEGIC WEALTH LLC | 832.6K | $41.5M | −$16.6K | Cut−$11.7M |
| COMMONWEALTH EQUITY SERVICES, LLC | 786.1K | $39.2M | −$15.7K | Cut−$3.5M |
| Equitable Holdings, Inc. | 777.9K | $38.8M | −$562 | Added$28M |
| ENVESTNET ASSET MANAGEMENT INC | 761.6K | $38M | −$15.2K | Cut−$7.63M |
| Mirae Asset Global Investments Co., Ltd. | 697K | $34.8M | −$13.9K | Cut−$812K |
| UBS Group AG | 688.9K | $34.3M | −$13.6K | Added$446.6K |
| Integrated Wealth Concepts LLC | 619.2K | $30.9M | −$3.58K | Added$22M |
| MML INVESTORS SERVICES, LLC | 618.8K | $30.9M | −$12.4K | Cut−$31.7M |
| Steward Partners Investment Advisory, LLC | 559.5K | $27.9M | −$6.69K | Added$11.2M |
| Savvy Advisors, Inc. | 472.8K | $23.6M | −$173 | Added$23.1M |
| Capital Investment Counsel, Inc | 458.8K | $22.9M | −$5.19K | Added$9.84M |
| Cetera Investment Advisers | 444.3K | $22.2M | −$8.25K | Added$1.72M |
| Mariner, LLC | 444.1K | $22.1M | −$8.89K | Cut−$30.3M |
| JPMORGAN CHASE & CO | 418.3K | $20.9M | −$4.25K | Added$10.3M |
| FLPUTNAM INVESTMENT MANAGEMENT CO | 415.4K | $20.7M | −$2.91K | Added$13.4M |
| Kestra Advisory Services, LLC | 410K | $20.4M | −$4.37K | Added$9.61M |
| TOTAL INVESTMENT MANAGEMENT INC | 391.2K | $19.5M | −$7.83K | Cut−$30M |
| IBEX WEALTH ADVISORS | 390.8K | $19.5M | −$6.55K | Added$3.2M |
| CENTRAL TRUST Co | 379K | $18.9M | −$7.56K | Cut−$2.5M |
| SCOTIA CAPITAL INC. | 347.9K | $17.3M | −$6.95K | Cut−$2.06M |
| Proactive Wealth Strategies LLC | 331K | $16.5M | −$2.92K | Added$9.29M |
| Tidal Investments LLC | 320.8K | $16M | −$2.03K | Added$10.9M |
| NEUBERGER BERMAN GROUP LLC | 306K | $15.3M | −$3.02K | Added$7.73M |
| Icahn Capital | 301.4K | $15M | −$6.03K | Cut−$22.6M |
| TCFG Investment Advisors, LLC | 300.1K | $15M | — | Held |
| TCFG WEALTH MANAGEMENT, LLC | 300.1K | $15M | −$93 | Added$14.7M |
| Avidian Wealth Enterprises, LLC | 285.8K | $14.2M | −$5.72K | Cut−$670.2K |
| Pinnacle Financial Partners, Inc. | 277.9K | $13.9M | −$3.94K | Added$3.83M |
| Sterling Group Wealth Management, LLC | 275.3K | $13.7M | −$4.56K | Added$2.33M |
| Baird Financial Group, Inc. | 259.4K | $12.9M | −$3.8K | Added$3.45M |
| Generation Capital Management LLC | 258.6K | $12.9M | −$5.17K | Cut−$107.2K |
| Wealthquest Corp | 250.2K | $12.5M | $0 | Held |
| Strait & Sound Wealth Management LLC | 238.8K | $11.9M | −$4.43K | Added$848.7K |
| Family Office Research LLC | 231.6K | $11.5M | −$37.1K | Cut−$1.86M |
| MBL Wealth, LLC | 224.9K | $11.2M | −$3.03K | Added$3.66M |
| Alpine Bank Wealth Management | 220.2K | $11M | −$4.4K | Cut−$141.2K |
| EP Wealth Advisors, LLC | 213.9K | $10.7M | −$130 | Added$10.3M |
| Creative Planning | 185.3K | $9.24M | −$2.07K | Added$4.07M |
| Western Wealth Management, LLC | 185.2K | $9.23M | — | New |
| Coign Capital Advisors LLC | 184.8K | $9.22M | −$3.69K | Cut−$180.1K |
| MONEY CONCEPTS CAPITAL CORP | 175.2K | $8.73M | −$3.41K | Added$229.2K |
| Wealthspire Retirement, LLC | 161.7K | $8.06M | −$152 | Added$7.69M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 154.1K | $7.68M | −$2.98K | Added$211.8K |
| RFG Advisory, LLC | 153.6K | $7.66M | −$3.02K | Added$201.3K |
| &PARTNERS | 142.5K | $7.1M | −$1.87K | Added$2.39M |
| Clear Creek Financial Management, LLC | 138.6K | $6.91M | −$2.8K | Cut−$183.9K |
| First Heartland Consultants, Inc. | 135.1K | $6.74M | −$2.35K | Added$944K |
| Apella Capital, LLC | 134.2K | $6.7M | — | New |
| Revolve Wealth Partners, LLC | 131.9K | $6.58M | −$2.62K | Cut−$17.6M |
| Pinnacle Wealth Management Group, Inc. | 124.2K | $6.19M | −$2.51K | Cut−$2.19M |
| MANCHESTER FINANCIAL INC | 123.9K | $6.18M | −$2.47K | Cut−$175.3K |
| B & T Capital Management DBA Alpha Capital Management | 121.9K | $6.08M | −$2.44K | Cut−$2.79M |
| Intrua Financial, LLC | 118.6K | $5.91M | −$324 | Added$5.14M |
| Fortis Group Advisors, LLC | 118.6K | $5.91M | −$1.65K | Added$3.15M |
| Fiduciary Alliance LLC | 113K | $5.64M | $4.51K | Cut−$487.5K |
| Arax Advisory Partners | 108.3K | $5.4M | — | New |
| Jaffetilchin Investment Partners, LLC | 106.9K | $5.33M | −$2.05K | Added$323.5K |
| Cypress Capital, LLC | 105.6K | $5.26M | −$2.1K | Added$14.4K |
| Sovereign Financial Group, Inc. | 105.6K | $5.26M | −$2.11K | Cut−$617.8K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 103.9K | $5.18M | −$2.09K | Cut−$8.25M |
| VISION FINANCIAL MARKETS LLC | 103.1K | $5.14M | −$2.06K | Cut−$850K |
| Founders Financial Alliance, LLC | 101.6K | $5.07M | −$1.95K | Added$126.3K |
| Forum Financial Management, LP | 96K | $4.79M | −$1.95K | Cut−$1.9K |
| Hilton Capital Management, LLC | 95K | $4.74M | −$1.87K | Cut−$131.1K |
| Spinnaker Investment Group, LLC | 93.3K | $4.65M | −$1.88K | Cut−$494.7K |
| Ashton Thomas Private Wealth, LLC | 93.3K | $4.65M | −$1.69K | Added$409.4K |
| World Investment Advisors | 92.3K | $4.6M | −$1.86K | Cut−$17.7K |
| Farther Finance Advisors, LLC | 92.3K | $4.6M | −$1.62K | Added$597.5K |
| Lido Advisors, LLC | 90.8K | $4.53M | −$12.5K | Cut−$8.09M |
| Wealthcare Advisory Partners LLC | 88.8K | $4.43M | −$1.76K | Cut−$344.1K |
| DAVENPORT & Co LLC | 83K | $4.14M | −$1.65K | Cut−$160.8K |
| Copia Wealth Management | 78.7K | $3.92M | −$1.57K | Cut−$1.34M |
| Formidable Asset Management, LLC | 76.9K | $3.84M | −$9.23K | Cut−$622.6K |
| Global View Capital Management LLC | 76.2K | $3.8M | −$1.52K | Cut−$280.3K |
| Beacon Pointe Advisors, LLC | 75.3K | $3.76M | −$1.42K | Added$230.3K |
| Mutual Advisors, LLC | 72.8K | $3.63M | −$607 | Added$2.15M |
| Bright Futures Wealth Management, LLC. | 71.3K | $3.55M | — | New |
| FLAGSHIP HARBOR ADVISORS, LLC | 71.1K | $3.55M | −$1.45K | Cut−$1.73M |
| TRUIST FINANCIAL CORP | 70K | $3.49M | −$934 | Added$1.18M |
| MATAURO, LLC | 67.8K | $3.38M | −$1.28K | Added$226.6K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 65.7K | $3.28M | −$1.31K | Cut−$1.94M |
| Parallel Advisors, LLC | 65.2K | $3.25M | −$1.13K | Added$377.5K |
| INDEPENDENT FINANCIAL GROUP, LLC | 62.9K | $3.14M | −$1.23K | Cut−$356.6K |
| Kingsview Wealth Management, LLC | 62.4K | $3.11M | −$168 | Added$2.75M |
| Crew Capital Management, Ltd | 57.5K | $2.87M | −$1.18K | Cut−$466K |
| MGO ONE SEVEN LLC | 52.2K | $2.6M | −$803 | Added$558.9K |
| GatePass Capital, LLC | 51.8K | $2.58M | −$910 | Added$313.2K |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 50.4K | $2.51M | −$999 | Added$8.62K |
| AE Wealth Management LLC | 49.7K | $2.48M | −$710 | Added$727.8K |
| Longview Financial Advisors, Inc. | 49.3K | $2.46M | −$952 | Cut−$231K |
| BOYUM WEALTH ARCHITECTS LLC | 48.8K | $2.44M | −$5.39K | Cut−$4.92M |
| GREAT VALLEY ADVISOR GROUP, INC. | 48K | $2.39M | −$1.45K | Cut−$465.3K |
| Sigma Planning Corp | 47.9K | $2.39M | −$5.55K | Cut−$234.2K |
| Balefire, LLC | 47.7K | $2.38M | −$892 | Added$194.4K |
| Cerity Partners LLC | 46.3K | $2.31M | −$787 | Added$368.2K |
| Silver Coast Investments LLC | 45.7K | $2.28M | −$811 | Added$256.4K |
| Wealth Advisory Solutions, LLC | 45.5K | $2.27M | −$742 | Added$420.6K |
| Pitcairn Wealth Advisors LLC | 45.2K | $2.25M | $0 | Held |
| Ameritas Advisory Services, LLC | 44.3K | $2.21M | −$857 | Added$70.7K |
| Maia Wealth LLC | 44.1K | $2.2M | −$2.62K | Cut−$150.8K |
| GUARDIAN WEALTH ADVISORS, LLC / NC | 43.9K | $2.19M | −$581 | Added$735.9K |
| Concurrent Investment Advisors, LLC | 43K | $2.15M | −$826 | Cut−$1.69M |
| BANK OF MONTREAL /CAN/ | 43K | $2.14M | −$224 | Added$1.58M |
| Compass Financial Group, Inc. (Ohio) | 42.2K | $2.1M | −$846 | Cut−$109.2K |
| FIFTH THIRD BANCORP | 42.1K | $2.1M | — | New |
| 49 WEALTH MANAGEMENT, LLC | 42K | $2.09M | −$859 | Cut−$44.1K |
| SFG Wealth Management, LLC. | 41.6K | $2.07M | — | New |
| CAPITAL FINANCIAL GROUP INC\CO\ /ADV | 40.3K | $2.01M | −$798 | Cut−$195.7K |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | 39.8K | $1.98M | −$722 | Added$181.5K |
| IFP Advisors, Inc | 39.4K | $1.97M | −$718 | Added$172.9K |
| AdvisorNet Financial, Inc | 38.5K | $1.92M | −$792 | Cut−$958.5K |
| Summit Financial, LLC | 37.4K | $1.86M | — | New |
| Koshinski Asset Management, Inc. | 37.3K | $1.86M | −$747 | Cut−$89.4K |
| Redwood Family Wealth LLC | 36.8K | $1.84M | −$732 | Cut−$255.3K |
| SIGNET FINANCIAL MANAGEMENT, LLC | 36.3K | $1.81M | −$534 | Added$527.4K |
| Ruggiero Investments, Inc. | 36.1K | $1.8M | −$709 | Cut−$100.5K |
| PETRA FINANCIAL ADVISORS INC | 35.9K | $1.79M | — | New |
| Marshall & Sterling Wealth Advisors Inc. | 35K | $1.75M | −$567 | Added$381.8K |
| Harbour Capital Advisors, LLC | 33.2K | $1.66M | $1.31K | Added$569.4K |
| Hamilton Wealth, LLC | 32.6K | $1.63M | −$380 | Added$664.5K |
| Sage Mountain Advisors LLC | 32.2K | $1.61M | −$644 | Cut−$644 |
| Ignite Planners, LLC | 32.3K | $1.6M | −$8.74K | Added$14.6K |
| Ausdal Financial Partners, Inc. | 32K | $1.6M | −$295 | Added$859.5K |
| OSAIC HOLDINGS, INC. | 31.3K | $1.56M | −$654 | Cut−$346.2K |
| Exit Wealth Advisors, LLC. | 29.6K | $1.47M | −$155 | Added$1.07M |
| RETIREMENT CAPITAL STRATEGIES | 29.1K | $1.45M | −$591 | Cut−$451.7K |
| Transcendent Capital Group LLC | 29.1K | $1.45M | −$566 | Cut−$496.6K |
| KINGSWOOD WEALTH ADVISORS, LLC | 28.3K | $1.41M | — | New |
| Strategic Investment Solutions, Inc. /IL | 27.7K | $1.38M | −$485 | Added$145.1K |
| CWA Asset Management Group, LLC | 27.6K | $1.38M | −$121 | Added$1.08M |
| Clarus Group, Inc. | 26.7K | $1.33M | −$534 | Cut−$120.2K |
| HighPoint Advisor Group LLC | 26.6K | $1.33M | −$524 | Cut−$255.7K |
| J.W. COLE ADVISORS, INC. | 25.9K | $1.29M | $730.6K | Added$200.7K |
| Cane Capital Partners, LLC | 25.8K | $1.29M | −$465 | Added$34.4K |
| MERCER GLOBAL ADVISORS INC /ADV | 25.7K | $1.28M | — | New |
| Gladstone Institutional Advisory LLC | 24.3K | $1.21M | −$463 | Added$60.7K |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | 24.2K | $1.21M | −$420 | Added$158.5K |
| Prostatis Group LLC | 24.1K | $1.2M | −$497 | Added$1.5K |
| DENVER WEALTH MANAGEMENT, INC. | 24K | $1.2M | −$513 | Cut−$983.2K |
| CAPTRUST FINANCIAL ADVISORS | 23.9K | $1.19M | −$468 | Cut−$1.69M |
| Widmann Financial Services, Inc. | 23.7K | $1.18M | −$370 | Added$259K |
| Investment Research Partners LLC | 23.6K | $1.18M | −$472 | Cut−$472 |
| OneDigital Investment Advisors LLC | 23.3K | $1.16M | −$447 | Cut−$977.8K |
| ALTFEST L J & CO INC | 23.1K | $1.15M | −$484 | Cut−$434 |
| WARNER FINANCIAL, INC | 21.8K | $1.09M | $786.7K | Added$1.09M |
| KG&L Capital Management,LLC | 21.5K | $1.07M | −$460 | Cut−$1.14M |
| Glass Jacobson Investment Advisors llc | 20.4K | $1.02M | −$415 | Cut−$139.3K |
| Innovative Asset Advisors Group, LLC | 20K | $1M | — | Held |
| Bull Harbor Capital LLC | 20.1K | $999.7K | — | Held |
| Everstar Asset Management, LLC | 19.1K | $949.9K | −$181 | Added$500.3K |
| Corient Private Wealth LLC | 18.8K | $939.2K | −$312 | Added$151.8K |
| Impact Partnership Wealth, LLC | 18.8K | $938.9K | −$257 | Added$296.9K |
| Sanctuary Advisors, LLC | 18.7K | $933.9K | −$318 | Added$47.3K |
| PRINCIPAL SECURITIES, INC. | 18.4K | $918.7K | −$312 | Added$141K |
| Cornerstone Wealth Management, LLC | 18.4K | $916.2K | −$363 | Cut−$47.4K |
| Emerald Investment Advisers, LLC | 18.2K | $909.4K | — | Held |
| TruWealth Advisors, LLC | 18.1K | $903.8K | −$373 | Cut−$25.1K |
| Fisher Asset Management, LLC | 18.1K | $902.6K | — | New |
| CIBC WORLD MARKET INC. | 17.9K | $891.5K | −$357 | Cut−$170.8K |
| Capital Square, LLC | 17.8K | $890.5K | — | New |
| Core Wealth Partners LLC | 17.7K | $884.1K | −$355 | Cut−$127K |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | 17.4K | $865.4K | −$328 | Added$86.7K |
| Capital Investment Advisory Services, LLC | 16.3K | $812.8K | −$139 | Added$438.6K |
| Trilogy Capital Inc. | 16.2K | $806.2K | −$307 | Added$42.6K |
| Apollon Financial, LLC | 16K | $797.2K | −$292 | Added$63.5K |
| HARBOUR INVESTMENTS, INC. | 15.7K | $784.6K | −$164 | Added$384.7K |
| CWM, LLC | 15.5K | $772.8K | $772.1K | Added$771.7K |
| Tidemark, LLC | 15.5K | $771.2K | −$339 | Added$11.2K |
| CORA CAPITAL ADVISORS LLC | 15.4K | $769.5K | — | New |
| Claris Financial LLC | 15.2K | $758.5K | −$302 | Cut−$27.2K |
| FELL CAPITAL MANAGEMENT /ADV | 14.8K | $740.4K | −$297 | Cut−$297 |
| Moors & Cabot, Inc. | 13.9K | $694.6K | −$278 | Cut−$182.8K |
| Sandhill Capital Partners LLC | 13.9K | $691.9K | — | New |
| CEERA INVESTMENTS, LLC | 13.6K | $678.4K | −$272 | Cut−$42.4K |
| CreativeOne Wealth, LLC | 13.5K | $671.9K | −$265 | Added$9.21K |
| Aviance Capital Partners, LLC | 13.3K | $664.1K | −$267 | Cut−$20.2K |
| PRIVATE TRUST CO NA | 13.3K | $663.3K | −$244 | Added$54.5K |
| Spire Wealth Management | 13.3K | $661.3K | −$266 | Cut−$93.2K |
| Oxbow Advisors, LLC | 13.1K | $653.4K | −$262 | Cut−$362.7K |
| Briggs Wealth Management, Inc | 13.1K | $652.9K | −$262 | Cut−$199.4K |
| Valtinson Bruner Financial Planning LLC | 12.9K | $641.8K | −$236 | Cut−$85.7K |
| WMG Financial Advisors, LLC | 12.9K | $641K | −$245 | Cut−$365.9K |
| DIVERSIFIED TRUST CO | 12.5K | $623.4K | −$142 | Added$269.3K |
| NewEdge Wealth, LLC | 12.3K | $611.2K | −$245 | Cut−$1.24K |
| IHT Wealth Management, LLC | 12.2K | $607.6K | −$245 | Cut−$312K |
| A4 Wealth Advisors LLC | 12K | $599.3K | — | New |
| EverSource Wealth Advisors, LLC | 11.7K | $581.5K | −$214 | Cut−$53K |
| Royal Fund Management, LLC | 11.5K | $575K | — | New |
| Accurate Wealth Management, LLC | 11.4K | $567.1K | −$91 | Added$5K |
| TRUSTMARK BANK TRUST DEPARTMENT | 11.4K | $566.5K | −$227 | Cut−$88.1K |
| KPP Advisory Services LLC | 11.1K | $555.2K | −$223 | Cut−$30.2K |
| Dynamic Advisor Solutions LLC | 11K | $548.5K | −$220 | Cut−$129.9K |
| Encompass More Asset Management | 10.9K | $543.9K | −$227 | Cut−$134.9K |
| Integras Partners LLC | 10.7K | $535.2K | −$95 | Added$299.9K |
| Opal Wealth Advisors, LLC | 10.7K | $534.7K | −$166 | Added$21.2K |
| Hilltop Holdings Inc. | 10.6K | $526K | — | New |
| OPPENHEIMER & CO INC | 10.6K | $526K | −$211 | Cut−$175.4K |
| WESTBOURNE INVESTMENTS, INC. | 10.5K | $521.5K | — | New |
| Apollon Wealth Management, LLC | 10.4K | $518.7K | — | New |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 10.4K | $516.3K | −$207 | Cut−$207 |
| Meridian Wealth Management, LLC | 10.3K | $514.5K | −$209 | Cut−$110.4K |
| Elmwood Wealth Management, Inc. | 10.3K | $514.3K | −$207 | Cut−$207 |
| Strong Tower Advisory Services | 10.1K | $503.3K | — | New |
| Rockport Wealth LLC | 10K | $500K | −$113 | Added$260.9K |
| Outlook Wealth Advisors, LLC | 10K | $499.4K | −$197 | Added$551 |
| Heritage Wealth Management, Inc. /CA/ | 10K | $498.6K | −$200 | Cut−$947.9K |
| Sunrise Financial Services, LLC | 9.93K | $494.9K | −$187 | Cut−$5.07M |
| Park Edge Advisors, LLC | 9.9K | $493.6K | −$180 | Cut−$1.3M |
| Mattern Wealth Management LLC | 9.84K | $490.4K | −$197 | Cut−$43.8K |
| Westside Investment Management, Inc. | 9.8K | $488.6K | −$115 | Added$201.8K |
| TrueWealth Advisors, LLC | 9.79K | $487.9K | −$205 | Cut−$119.7K |
| Golden State Wealth Management, LLC | 9.71K | $484.4K | −$185 | Cut−$7.67K |
| Rockefeller Capital Management L.P. | 9.58K | $477.7K | −$170 | Cut−$1.07M |
| RED CRANE WEALTH MANAGEMENT, LLC | 9.42K | $469.8K | −$207 | Cut−$132.8K |
| NATIONAL BANK OF CANADA /FI/ | 9.24K | $460.4K | −$277 | Cut−$249.1K |
| Aptus Capital Advisors, LLC | 8.9K | $443.8K | −$178 | Cut−$178 |
| Financial Guidance Group, Inc. | 8.9K | $443.8K | −$178 | Cut−$178 |
| NORTHEAST PLANNING ASSOCIATES, INC. / NH / | 8.81K | $439.4K | −$176 | Cut−$43.8K |
| MPWM ADVISORY SOLUTIONS, LLC | 8.51K | $424.5K | −$101 | Added$120.8K |
| Castle Rock Wealth Management, LLC | 8.1K | $404.1K | −$101 | Added$1.99K |
| Cassilly Financial Group LLC | 8.1K | $403.9K | −$162 | Cut−$162 |
| Orion Porfolio Solutions, LLC | 7.91K | $394.3K | −$177 | Cut−$2.42M |
| CALTON & ASSOCIATES, INC. | 7.74K | $385.7K | −$138 | Cut−$348.8K |
| UPTICK PARTNERS, LLC | 7.73K | $385.3K | — | New |
| US BANCORP \DE\ | 7.72K | $384.8K | −$155 | Cut−$155 |
| Perigon Wealth Management, LLC | 7.54K | $375.8K | −$142 | Cut−$864.6K |
| MONETA GROUP INVESTMENT ADVISORS LLC | 7.53K | $375.2K | −$139 | Added$29.8K |
| SMITH, MOORE & CO. | 7.3K | $364K | — | New |
| Integrated Advisors Network LLC | 7.22K | $359.9K | −$107 | Added$45.7K |
| Quantinno Capital Management LP | 7.01K | $349.7K | −$100 | Added$99.6K |
| Brookwood Investment Group LLC | 6.98K | $348K | −$139 | Cut−$139 |
| VanWeelden Wealth Management, LLC | 6.92K | $344.9K | −$138 | Cut−$13.8M |
| LEVEL FOUR ADVISORY SERVICES, LLC | 6.85K | $341.5K | — | New |
| Latitude Advisors, LLC | 6.59K | $328.5K | −$115 | Cut−$7.4K |
| Belpointe Asset Management LLC | 6.39K | $318.9K | −$129 | Added$1.57K |
| Astoria Portfolio Advisors LLC. | 6.35K | $317.4K | $88 | Added$88 |
| Sunpointe, LLC | 6.26K | $312.3K | — | New |