| MORGAN STANLEY | 1.33M | $87.6M | −$6.3M | Added$9.66M |
| LPL Financial LLC | 1.28M | $84.8M | −$7.27M | Cut−$5.15M |
| Amplius Wealth Advisors, LLC | 969.2K | $63.9M | −$5.3M | Cut−$1.68M |
| RAYMOND JAMES FINANCIAL INC | 881.9K | $58.2M | −$4.5M | Added$2.51M |
| WELLS FARGO & COMPANY/MN | 668.6K | $44.1M | −$2.71M | Added$10.6M |
| Portfolio Strategies, Inc. | 415.5K | $27.4M | −$2.41M | Cut−$2.83M |
| Private Advisor Group, LLC | 372.2K | $24.6M | −$2.16M | Cut−$3.01M |
| OSAIC HOLDINGS, INC. | 175.4K | $11.6M | −$1.02M | Cut−$1.43M |
| ROYAL BANK OF CANADA | 173.4K | $11.4M | −$1.01M | Cut−$13.5M |
| Cetera Investment Advisers | 144.2K | $9.51M | −$474.7K | Added$3.64M |
| GM Advisory Group, LLC | 128.6K | $8.48M | −$745.2K | Cut−$738.9K |
| Goodman Advisory Group, LLC | 125.6K | $8.28M | −$728.4K | Cut−$927.1K |
| TWO SIGMA INVESTMENTS, LP | 112.7K | $7.43M | −$648.4K | Cut−$589.1K |
| PLANWISER FINANCIAL, LLC | 87.6K | $6.33M | $36.5K | Added$4.81M |
| &PARTNERS | 89.8K | $5.93M | −$512.6K | Cut−$774.8K |
| Walker Asset Management, LLC | 79.6K | $5.25M | −$453.2K | Cut−$353.5K |
| IHT Wealth Management, LLC | 76.3K | $5.03M | −$442.5K | Cut−$638.8K |
| Wealthcare Advisory Partners LLC | 71.5K | $4.72M | −$401.9K | Cut−$253.9K |
| Visionary Wealth Advisors | 70.7K | $4.66M | −$388.4K | Cut−$141.3K |
| Elevation Capital Advisory, LLC | 70.2K | $4.63M | −$221.7K | Added$1.89M |
| Larson Financial Group LLC | 68.5K | $4.52M | −$354.2K | Added$135.8K |
| WCG Wealth Advisors LLC | 63.3K | $4.18M | −$354.4K | Cut−$207.3K |
| Redwood Financial Network Corp | 60.3K | $3.98M | −$344.9K | Cut−$292.2K |
| Western Wealth Management, LLC | 58.6K | $3.86M | −$336.6K | Cut−$302.9K |
| Wealthfront Advisers LLC | 58.2K | $3.84M | −$337.4K | Cut−$1.36M |
| STIFEL FINANCIAL CORP | 52.3K | $3.45M | −$293.2K | Cut−$179.5K |
| Synergy Financial Group, LTD | 51.9K | $3.42M | −$290.9K | Cut−$177.2K |
| ENVESTNET ASSET MANAGEMENT INC | 48.9K | $3.23M | −$233.5K | Added$339.4K |
| COMMONWEALTH EQUITY SERVICES, LLC | 48.1K | $3.17M | −$278.8K | Cut−$1.98M |
| NORTHBRIDGE FINANCIAL GROUP, LLC | 31.7K | $2.23M | −$49.8K | Cut−$34.1K |
| Mutual Advisors, LLC | 32.2K | $2.12M | −$177.3K | Cut−$72.8K |
| Prospera Financial Services Inc | 31.8K | $2.1M | −$181.3K | Cut−$144.6K |
| Avidian Wealth Enterprises, LLC | 28.4K | $1.87M | −$164.6K | Cut−$164.6K |
| Dale Q Rice Investment Management Ltd | 24K | $1.58M | −$139.3K | Cut−$139.6K |
| Creative Planning | 23.1K | $1.53M | −$125.5K | Cut−$26.4K |
| Fidelity | 22K | $1.45M | −$119.8K | Cut−$28.5K |
| CALTON & ASSOCIATES, INC. | 20.5K | $1.35M | −$119K | Cut−$738.3K |
| STEEL GROVE CAPITAL ADVISORS, LLC | 19.1K | $1.26M | −$110.8K | Cut−$110.8K |
| Sound View Wealth Advisors Group, LLC | 18.4K | $1.21M | −$106.5K | Cut−$114.9K |
| MML INVESTORS SERVICES, LLC | 17.4K | $1.15M | −$100.9K | Cut−$295K |
| AMERIPRISE FINANCIAL INC | 16.6K | $1.09M | — | New |
| GTS SECURITIES LLC | 16.3K | $1.07M | −$67.8K | Added$234.9K |
| First Heartland Consultants, Inc. | 16K | $1.06M | −$92.1K | Cut−$83.8K |
| Citadel | 15.6K | $1.03M | — | New |
| Intrepid Financial Planning Group LLC | 14.8K | $974.9K | −$85.7K | Cut−$97.5K |
| AE Wealth Management LLC | 14.4K | $947.1K | −$83.3K | Cut−$527.6K |
| LaSalle St. Investment Advisors, LLC | 14.3K | $941.1K | $936.5K | Added$940.1K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 14.1K | $933.4K | −$82.1K | Cut−$1.43M |
| TITLEIST ASSET MANAGEMENT, LLC | 13.5K | $893.6K | −$68.2K | Added$49.3K |
| Koshinski Asset Management, Inc. | 1.64K | $881.9K | −$56.6K | Cut−$451.2K |
| Kestra Advisory Services, LLC | 13.3K | $880.3K | −$46K | Added$311K |
| Perigon Wealth Management, LLC | 13.2K | $868K | −$76.3K | Cut−$86.6K |
| GREAT VALLEY ADVISOR GROUP, INC. | 12.6K | $834.1K | −$67.3K | Added$2.41K |
| Independent Advisor Alliance | 12.5K | $826.2K | — | New |
| Cerity Partners LLC | 11.9K | $784.1K | −$65.7K | Cut−$29.5K |
| COLDSTREAM CAPITAL MANAGEMENT INC | 11.7K | $768.6K | −$67.6K | Cut−$67.6K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 11.3K | $750.7K | −$58.8K | Added$5.09K |
| Concurrent Investment Advisors, LLC | 11.3K | $748.5K | −$53.9K | Added$82K |
| HARMONY ASSET MANAGEMENT LLC | 11.2K | $736K | −$30.7K | Added$355.6K |
| DAVENPORT & Co LLC | 10.9K | $719.1K | −$63.2K | Cut−$307.2K |
| Signal Advisors Wealth, LLC | 10.6K | $701.1K | −$61.7K | Cut−$124K |
| Spire Wealth Management | 9.6K | $633.1K | −$55.5K | Cut−$53.4K |
| J.W. COLE ADVISORS, INC. | 9.57K | $631.5K | $76.1K | Added$121.1K |
| Keystone Financial Group | 9.32K | $616.2K | −$52.8K | Cut−$111.1K |
| Bison Wealth, LLC | 7.47K | $578.3K | $76.8K | Added$123.2K |
| Equitable Holdings, Inc. | 7.64K | $548.5K | −$0 | Cut−$1.06M |
| Integrated Advisors Network LLC | 8.07K | $532.6K | −$46.8K | Cut−$327.2K |
| Stratos Wealth Partners, LTD. | 8.03K | $529.9K | −$35.2K | Added$94.2K |
| Richmond Investment Services, LLC | 7.82K | $515.7K | −$45.3K | Cut−$144.3K |
| Corps Capital Advisors, LLC | 7.77K | $512.5K | −$42.6K | Cut−$14.8K |
| HighTower Advisors, LLC | 7.49K | $494K | −$43.4K | Cut−$195.9K |
| Arax Advisory Partners | 7.4K | $488.1K | −$42.9K | Cut−$52.2K |
| CoreCap Advisors, LLC | 7.06K | $466K | −$41K | Cut−$48.7K |
| Brookwood Investment Group LLC | 6.76K | $445.7K | −$37.9K | Cut−$22.7K |
| Mariner, LLC | 6.64K | $438.2K | −$38.5K | Cut−$368.9K |
| TRUE Private Wealth Advisors | 6.57K | $433.5K | −$38K | Cut−$38.2K |
| KFA Private Wealth Group, LLC | 6.51K | $429.6K | — | New |
| Brookstone Capital Management | 6.4K | $422.1K | −$37.1K | Cut−$99K |
| RFG Advisory, LLC | 6.34K | $418.6K | −$36.8K | Cut−$122.3K |
| FOUNDERS FINANCIAL SECURITIES LLC | 5.88K | $407.9K | −$10.4K | Added$104.7K |
| IFP Advisors, Inc | 6.11K | $403.3K | −$34.4K | Cut−$22.5K |
| Glassman Wealth Services | 6K | $395.7K | −$34.8K | Cut−$34.8K |
| LOWE BROCKENBROUGH & CO INC | 5.9K | $389.2K | −$34.2K | Cut−$34.2K |
| Almanack Investment Partners, LLC. | 5.77K | $380.8K | −$33.5K | Cut−$33.5K |
| Carrera Capital Advisors | 5.6K | $369.4K | −$32.5K | Cut−$32.5K |
| Quantinno Capital Management LP | 5.55K | $366.4K | −$32.2K | Cut−$32.2K |
| JANE STREET GROUP, LLC | 5.51K | $363.8K | — | New |
| Sherman Wealth Management LLC | 5.51K | $363.6K | −$32K | Cut−$32K |
| Cornell Pochily Investment Advisors, Inc. | 5.48K | $361.4K | −$27.7K | Added$18.8K |
| HARBOUR INVESTMENTS, INC. | 5.22K | $344.3K | −$30.2K | Cut−$46.9K |
| FIFTH THIRD BANCORP | 4.86K | $320.6K | — | New |
| HOWARD FINANCIAL SERVICES, LTD. | 4.75K | $313.2K | −$27.5K | Cut−$29.4K |
| HEADINVEST, LLC | 4.73K | $312.1K | −$27.4K | Cut−$73.6K |
| Total Clarity Wealth Management, Inc. | 4.67K | $307.9K | −$23K | Added$22.7K |
| CWM, LLC | 4.6K | $303.5K | $287K | Added$303.2K |
| INDEPENDENT FINANCIAL GROUP, LLC | 4.59K | $303.1K | −$26.7K | Cut−$28.8K |
| B. Riley Wealth Advisors, Inc. | 4.69K | $300.3K | −$36.1K | Cut−$58.2K |
| Apollon Wealth Management, LLC | 4.27K | $281.9K | — | New |
| OpenArc Corporate Advisory, LLC | 4.24K | $279.7K | −$24.6K | Cut−$24.6K |
| Berger Financial Group, Inc | 4.14K | $273.2K | −$24K | Cut−$24K |
| Saxony Capital Management, LLC | 4.13K | $272.2K | −$20.3K | Added$21.6K |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 4.1K | $270.3K | −$19.8K | Added$25.2K |
| Chokshi & Queen Wealth Advisors, Inc | 3.9K | $257.3K | — | New |
| ISTHMUS PARTNERS, LLC | 3.76K | $248K | −$21.8K | Cut−$21.8K |
| AlphaCore Capital LLC | 3.7K | $244.1K | −$21.5K | Cut−$106.9K |
| MERCER GLOBAL ADVISORS INC /ADV | 3.65K | $240.9K | −$21.1K | Cut−$72K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 3.58K | $235.9K | −$20.7K | Cut−$927.6K |
| D.A. DAVIDSON & CO. | 3.55K | $234.2K | −$20.6K | Cut−$20.6K |
| MARATHON CAPITAL MANAGEMENT | 3.54K | $233.3K | −$20.5K | Cut−$43.1K |
| Focus Partners Wealth | 3.42K | $225.6K | −$18.6K | Cut−$5.09K |
| Joel Isaacson & Co., LLC | 3.4K | $224.6K | −$19.7K | Cut−$19.7K |
| Fiduciary Alliance LLC | 3.09K | $223.4K | $1.33K | Added$1.33K |
| LBMC INVESTMENT ADVISORS, LLC | 3.36K | $221.9K | −$19.5K | Cut−$19.5K |
| Freestone Capital Holdings, LLC | 3.36K | $221.5K | — | New |
| TruWealth Advisors, LLC | 3.3K | $217.8K | −$19.2K | Cut−$19.2K |
| UBS Group AG | 3.11K | $205.1K | −$2.27K | Added$177K |
| EP Wealth Advisors, LLC | 3.1K | $204.4K | — | New |
| Resurgent Financial Advisors LLC | 3.09K | $204.1K | −$17.9K | Cut−$17.9K |
| BROWN BROTHERS HARRIMAN & CO | 3.02K | $199.6K | −$17.5K | Cut−$17.5K |
| Sound Income Strategies, LLC | 2.84K | $188.9K | −$14.2K | Cut−$24.6K |
| Rossby Financial, LCC | 2.13K | $141.8K | −$5.89K | Added$61.8K |
| HOLLENCREST CAPITAL MANAGEMENT | 1.5K | $99K | −$8.7K | Cut−$8.7K |
| Federation des caisses Desjardins du Quebec | 1.39K | $91.7K | −$8.06K | Cut−$8.06K |
| Parkside Financial Bank & Trust | 1.23K | $80.9K | −$7.11K | Cut−$7.11K |
| BANK OF MONTREAL /CAN/ | 1.1K | $72.6K | −$6.38K | Cut−$20.7K |
| Wall Street Financial Group, Inc. | 1.04K | $68.7K | — | New |
| US BANCORP \DE\ | 955 | $63K | −$5.54K | Cut−$5.54K |
| Triumph Capital Management | 886 | $58.4K | −$5.13K | Cut−$5.07K |
| Cassaday & Co Wealth Management LLC | 800 | $52.8K | — | New |
| EverSource Wealth Advisors, LLC | 800 | $52.8K | −$4.64K | Cut−$4.64K |
| Farther Finance Advisors, LLC | 749 | $49.8K | −$2.15K | Added$20.8K |
| Trust Co | 720 | $47.5K | −$4.18K | Cut−$4.18K |
| Main Street Group, LTD | 663 | $43.7K | — | New |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 599 | $39.5K | −$3.47K | Cut−$3.47K |
| TD Waterhouse Canada Inc. | 550 | $36.6K | — | New |
| NBT BANK N A /NY | 500 | $33K | −$31.1K | Cut−$2.9K |
| Steward Partners Investment Advisory, LLC | 498 | $32.8K | −$2.89K | Cut−$2.89K |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 427 | $31.8K | $1.08K | Added$3.1K |
| Aptus Capital Advisors, LLC | 397 | $26.2K | −$2.3K | Cut−$2.3K |
| Wellington Grp LLC | 380 | $25.1K | — | New |
| Cambridge Investment Research Advisors, Inc. | 351K | $23.2K | −$2.04K | Cut−$2.66K |
| Graney & King, LLC | 338 | $22.3K | −$1.96K | Cut−$1.96K |
| KERR FINANCIAL PLANNING Corp | 300 | $22.1K | $883 | Added$8.97K |
| Advisory Services Network, LLC | 328 | $21.6K | — | New |
| Asset Dedication, LLC | 318 | $21K | −$1.84K | Cut−$1.84K |
| Hilton Head Capital Partners, LLC | 280 | $18.5K | −$289 | Added$14.9K |
| JONES FINANCIAL COMPANIES LLLP | 287 | $18.4K | −$1.03K | Added$8.82K |
| Financial Management Professionals, Inc. | 250 | $16.5K | −$1.45K | Cut−$1.45K |
| Medallion Wealth Advisors, LLC | 250 | $16.5K | −$1.45K | Cut−$1.45K |
| Realta Investment Advisors | 250 | $16.5K | — | New |
| BlackRock, Inc. | 250 | $16.5K | −$1.45K | Cut−$1.45K |
| Founders Financial Alliance, LLC | 227 | $15K | −$1.32K | Cut−$1.32K |
| Golden State Wealth Management, LLC | 220 | $14.5K | −$1.28K | Cut−$1.28K |
| Nova Wealth Management, Inc. | 213 | $14.1K | −$1.23K | Cut−$3.39K |
| ASSETMARK, INC | 196 | $12.9K | −$17 | Added$12.7K |
| Cullen/Frost Bankers, Inc. | 181 | $11.9K | −$1.05K | Cut−$1.05K |
| Wiser Advisor Group LLC | 171 | $11.3K | −$994 | Cut−$994 |
| Marquette Asset Management, LLC | 161 | $10.6K | −$933 | Cut−$933 |
| PITTENGER & ANDERSON INC | 150 | $9.9K | −$870 | Cut−$870 |
| American Capital Advisory, LLC | 132 | $8.69K | −$764 | Cut−$764 |
| JNBA Financial Advisors | 125 | $8.26K | −$726 | Cut−$726 |
| Tanglewood Legacy Advisors, LLC | 125 | $8.25K | — | New |
| Allworth Financial LP | 100 | $6.61K | −$581 | Cut−$581 |
| Archer Investment Corp | 100 | $6.61K | −$581 | Cut−$581 |
| Signature Equity Partners, LLC | 100 | $6.6K | −$580 | Cut−$580 |
| Geneos Wealth Management Inc. | 100 | $6.6K | −$580 | Cut−$580 |
| HUNTINGTON NATIONAL BANK | 91 | $6K | −$528 | Cut−$528 |
| Aspect Partners, LLC | 81 | $5.34K | −$366 | Added$822 |
| MAI Capital Management | 65 | $4.29K | −$377 | Cut−$377 |
| JPMORGAN CHASE & CO | 39 | $2.57K | −$93 | Added$1.89K |
| Ancora Advisors LLC | 28 | $1.85K | −$163 | Cut−$7.48K |
| SIGNATUREFD, LLC | 26 | $1.72K | −$99 | Added$495 |
| N.E.W. Advisory Services LLC | 26 | $1.72K | −$151 | Cut−$151 |
| Root Financial Partners, LLC | 25 | $1.65K | −$145 | Cut−$145 |
| VANGUARD ADVISERS INC | 19 | $1.26K | — | Held |
| Janney Montgomery Scott LLC | 19.1K | $1.26K | −$110 | Cut−$100 |
| Key Financial Inc | 15 | $990 | −$87 | Cut−$87 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | 14.4K | $948 | −$79 | Cut−$27 |
| Bogart Wealth, LLC | 12 | $794 | −$48 | Added$217 |
| X-Square Capital, LLC | 3.48K | $229 | −$18 | Added$17 |
| CITIGROUP INC | 1 | $66 | — | New |