| MORGAN STANLEY | 950.1K | $66.4M | $1.07M | Cut−$3.13K |
| LPL Financial LLC | 476K | $33.3M | $538.2K | Added$497.8K |
| WELLS FARGO & COMPANY/MN | 431.9K | $30.2M | $455.6K | Added$2.48M |
| LRI Investments, LLC | 386.5K | $27M | $437K | Added$437K |
| BANK OF AMERICA CORP /DE/ | 385.1K | $26.9M | $435.3K | Added$110.6K |
| Valmark Advisers, Inc. | 309.5K | $21.6M | $347.7K | Added$490.4K |
| UBS Group AG | 220.8K | $15.4M | $203.9K | Added$3.03M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 208.2K | $14.7M | $122.9K | Cut−$8.54M |
| ENVESTNET ASSET MANAGEMENT INC | 111.7K | $7.81M | $126.3K | Cut−$1.18M |
| Kestra Advisory Services, LLC | 107.7K | $7.52M | $121.7K | Cut−$1.33M |
| MOLLER WEALTH PARTNERS | 98.3K | $6.87M | $111.1K | Cut−$195.7K |
| RAYMOND JAMES FINANCIAL INC | 89.1K | $6.23M | $99.1K | Added$201K |
| AMERIPRISE FINANCIAL INC | 88.9K | $6.21M | $91.4K | Added$649.6K |
| Cetera Investment Advisers | 84.3K | $5.89M | $89.8K | Added$420.5K |
| NewSquare Capital LLC | 76.4K | $5.34M | $83.3K | Added$272K |
| JFS WEALTH ADVISORS, LLC | 65.9K | $4.61M | $74.4K | Cut−$327.7K |
| Key Financial Inc | 63.8K | $4.46M | $68.2K | Added$313.8K |
| MML INVESTORS SERVICES, LLC | 63.8K | $4.46M | $72.1K | Cut−$1.67M |
| Smallwood Wealth Investment Management, LLC | 57.6K | $4.03M | $64.9K | Added$80.7K |
| MISSION WEALTH MANAGEMENT, LP | 57.1K | $3.99M | $64.5K | Added$36.3K |
| Merit Financial Group, LLC | 56.9K | $3.98M | $53.6K | Added$717.7K |
| HBK Sorce Advisory LLC | 52.7K | $3.92M | $44.7K | Cut−$52.2K |
| CIBC WORLD MARKET INC. | 53.7K | $3.75M | $58.8K | Added$169.7K |
| Phillip James Consulting Co. | 37.3K | $3.04M | — | New |
| SEI INVESTMENTS CO | 41.3K | $2.89M | $46.7K | Added$20.3K |
| Envision Financial LLC | 40.1K | $2.8M | $45.3K | Cut−$456.7K |
| TOBIAS FINANCIAL ADVISORS, INC. | 39.1K | $2.74M | $44.3K | Cut−$894.6K |
| TopTier Wealth Management, LLC | 32.2K | $2.25M | $36.4K | Added$36.3K |
| OSAIC HOLDINGS, INC. | 31.7K | $2.22M | $35.9K | Cut−$81.3K |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 29.9K | $2.09M | — | New |
| Shakespeare Wealth Management, LLC | 28K | $1.95M | $31.6K | Cut−$1.05K |
| Creative Planning | 27.5K | $1.92M | $31K | Added$20.8K |
| COURIER CAPITAL LLC | 26.9K | $1.88M | $30.3K | Added$34.3K |
| Geneos Wealth Management Inc. | 26.5K | $1.85M | $29.8K | Added$42.6K |
| PLIMOTH TRUST CO LLC | 25K | $1.75M | $26.9K | Added$114.9K |
| Stratos Wealth Advisors, LLC | 24.4K | $1.71M | $24K | Added$247.3K |
| &PARTNERS | 24.3K | $1.7M | $28.2K | Added$28.2K |
| JANE STREET GROUP, LLC | 17.9K | $1.25M | $12.2K | Added$510.4K |
| Focus Partners Wealth | 17.8K | $1.25M | $17.9K | Added$153.9K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 17.4K | $1.22M | $3.84K | Added$985.2K |
| Pinnacle Wealth Planning Services, Inc. | 17.3K | $1.21M | $19.6K | Cut−$120.2K |
| ROYAL BANK OF CANADA | 17.2K | $1.2M | $19.1K | Added$29K |
| Frazier Financial Advisors, LLC | 16.8K | $1.18M | $19K | Cut−$19.3K |
| Kondo Wealth Advisors, Inc. | 15.7K | $1.09M | $17.7K | Cut−$13.4K |
| ProVise Management Group, LLC | 14.7K | $1.03M | $16.6K | Added$16.6K |
| DAVENPORT & Co LLC | 14K | $981.2K | $15.9K | Added$6.18K |
| Octavia Wealth Advisors, LLC | 13.8K | $965.3K | $15.6K | Added$15.3K |
| OneAscent Financial Services LLC | 13.8K | $964.2K | $14.5K | Added$83K |
| HighTower Advisors, LLC | 12.9K | $900.8K | $14.4K | Added$26.5K |
| Intrua Financial, LLC | 12.6K | $883.1K | $14.3K | Added$14.3K |
| Thrive Capital Management, LLC | 12.3K | $859.1K | $13.9K | Cut−$25.2K |
| FIFTH THIRD BANCORP | 12K | $839.1K | — | New |
| Modera Wealth Management, LLC | 11.9K | $830.2K | $13.4K | Added$13.4K |
| STIFEL FINANCIAL CORP | 11.8K | $827.3K | $13.4K | Cut−$115K |
| Robertson Stephens Wealth Management, LLC | 11.8K | $823.1K | $13.3K | Cut−$174.7K |
| Falcon Wealth Planning | 11.6K | $813.9K | $13.1K | Added$16.3K |
| JPMORGAN CHASE & CO | 12K | $812K | −$9.41K | Added$19.6K |
| Brightwater Advisory LLC | 11.3K | $788.5K | $12.8K | Cut−$308 |
| KMG FIDUCIARY PARTNERS, LLC | 9.75K | $681.2K | $11K | Cut−$214.8K |
| OARSMAN CAPITAL, INC. | 9.49K | $663.1K | $10.7K | Cut−$120.3K |
| Steward Partners Investment Advisory, LLC | 9.4K | $657.3K | $10.6K | Added$10.6K |
| Kingsview Wealth Management, LLC | 9.23K | $645K | $10.4K | Added$10.4K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 8.87K | $619.8K | $8.09K | Added$127.5K |
| Beacon Pointe Advisors, LLC | 8.8K | $615K | — | New |
| Rockefeller Capital Management L.P. | 8.49K | $593.3K | $9.59K | Added$9.87K |
| BEACON FINANCIAL GROUP | 7.67K | $536K | $8.67K | Cut−$32.6K |
| JONES FINANCIAL COMPANIES LLLP | 7.72K | $523.1K | −$7.1K | Added$30.2K |
| LAUREL OAK WEALTH MANAGEMENT, LLC | 6.94K | $484.8K | $4.64K | Added$202.4K |
| Allen Capital Group, LLC | 6.87K | $480K | $7.76K | Added$7.76K |
| CAPE ANN SAVINGS BANK | 6.79K | $474.8K | $7.68K | Added$7.68K |
| PNC Financial Services Group, Inc. | 6.45K | $450.8K | $7.29K | Added$7.29K |
| INSPIRION WEALTH ADVISORS, LLC | 6.25K | $437K | $7.06K | Added$8.1K |
| Pinnacle Financial Group, LLC / IL | 5.97K | $417.4K | $6.7K | Added$6.84K |
| Private Advisor Group, LLC | 5.83K | $407.6K | $5.86K | Added$49.5K |
| TCV Trust & Wealth Management, Inc. | 5.78K | $404.2K | $6.54K | Added$6.54K |
| Waverly Advisors, LLC | 5.71K | $399.1K | — | New |
| HOWARD WEALTH MANAGEMENT, LLC | 5.62K | $392.4K | $6.35K | Added$6.35K |
| New World Advisors LLC | 5.3K | $370.4K | $5.97K | Cut−$22K |
| Arlington Financial Advisors, LLC | 4.89K | $341.6K | $5.53K | Added$5.53K |
| Rockbridge Investment Management, LCC | 4.56K | $318.8K | $5.16K | Cut−$3.64K |
| McNamara Financial Services, Inc. | 4.54K | $317.7K | $5.14K | Cut−$6.89K |
| CWM, LLC | 4.43K | $310K | $309.3K | Added$309.7K |
| New Perspectives, Inc | 4.17K | $291.8K | $4.72K | Added$4.72K |
| Viewpoint Capital Management LLC | 4.1K | $286.6K | $4.63K | Added$4.63K |
| REGIMEN WEALTH, LLC | 3.94K | $275.6K | $4.43K | Cut−$35.2K |
| CAHILL FINANCIAL ADVISORS INC | 3.88K | $271.5K | $4.2K | Added$15K |
| Sanctuary Advisors, LLC | 3.87K | $270.5K | $4.36K | Added$4.43K |
| CULBERTSON A N & CO INC | 3.69K | $258.2K | $4.18K | Added$4.18K |
| COMMONWEALTH EQUITY SERVICES, LLC | 3.25K | $227K | $3.65K | Cut−$785.8K |
| Pathstone Holdings, LLC | 3.23K | $225.4K | $3.65K | Added$3.65K |
| American Trust | 3.17K | $221.8K | $3.53K | Added$6.11K |
| Arax Advisory Partners | 3.06K | $213.7K | — | New |
| CITIGROUP INC | 3K | $209.7K | — | New |
| 4WEALTH ADVISORS, INC. | 3.08K | $209.2K | −$2.51K | Cut−$21.3K |
| Independence Bank of Kentucky | 2.42K | $168.8K | $2.73K | Added$2.73K |
| Hickory Point Bank & Trust | 2.27K | $158.4K | — | New |
| Fidelity | 2.18K | $152.2K | $2.22K | Added$17K |
| BLAIR WILLIAM & CO/IL | 2.08K | $145.7K | $2.35K | Added$2.63K |
| HUNTINGTON NATIONAL BANK | 1.79K | $125.4K | $2.03K | Added$2.03K |
| MAI Capital Management | 1.74K | $121.8K | $1.97K | Added$1.97K |
| Aptus Capital Advisors, LLC | 1.65K | $115.3K | $1.86K | Added$1.86K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1.55K | $108.2K | $38 | Added$105.9K |
| Founders Financial Alliance, LLC | 1.5K | $105K | — | New |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 1.27K | $88.9K | $929 | Added$32.4K |
| WPG Advisers, LLC | 1.09K | $75.9K | $1.23K | Added$196 |
| Ancora Advisors LLC | 1K | $69.9K | $1.13K | Added$1.13K |
| Advisory Services Network, LLC | 950 | $66.4K | — | New |
| AE Wealth Management LLC | 877 | $61.3K | $485 | Added$31.9K |
| Allworth Financial LP | 828 | $57.9K | $897 | Added$3.34K |
| Westside Investment Management, Inc. | 816 | $57K | $923 | Added$923 |
| Creative Capital Management Investments LLC | 539 | $37.7K | $609 | Added$609 |
| TWIN PEAKS WEALTH ADVISORS, LLC | 510 | $35.6K | — | New |
| NBC SECURITIES, INC. | 490 | $34.2K | $554 | Cut−$170.3K |
| PRIVATE TRUST CO NA | 338 | $23.6K | $382 | Added$382 |
| EverSource Wealth Advisors, LLC | 325 | $22.7K | $367 | Added$367 |
| Western Wealth Management, LLC | 322 | $22.5K | — | New |
| Farther Finance Advisors, LLC | 245 | $17.4K | — | New |
| Ashton Thomas Private Wealth, LLC | 215 | $15K | — | New |
| HARBOUR INVESTMENTS, INC. | 154 | $10.8K | $174 | Added$174 |
| Russell Investments Group, Ltd. | 132 | $9.23K | — | New |
| Root Financial Partners, LLC | 116 | $8.11K | $131 | Added$131 |
| Abound Wealth Management | 113 | $7.9K | $128 | Added$128 |
| FLOW TRADERS U.S. LLC | 95.3K | $6.66K | $38 | Added$4.36K |
| Medallion Wealth Advisors, LLC | 61 | $4.26K | $69 | Added$69 |
| ROTHSCHILD INVESTMENT LLC | 35 | $2.45K | $39 | Added$39 |
| Janney Montgomery Scott LLC | 30.4K | $2.12K | $34 | Added$34 |
| SHP Wealth Management | 30 | $2.1K | $34 | Added$34 |
| Cambridge Investment Research Advisors, Inc. | 14.8K | $1.04K | $17 | Added$1 |
| JTC Employer Solutions Trustee Ltd | 4.23K | $295 | $4 | Added$4 |
| VALLEY NATIONAL ADVISERS INC | 4.01K | $280 | $4 | Added$4 |
| LOWE BROCKENBROUGH & CO INC | 1 | $39 | $1 | Added$1 |