| Savant Capital, LLC | 751.4K | $61.2M | $368.2K | Cut−$1.55M |
| BIP Wealth, LLC | 259.5K | $21.2M | $127.2K | Cut−$794.1K |
| BANK OF AMERICA CORP /DE/ | 257.9K | $21M | $89.2K | Added$6.27M |
| LRI Investments, LLC | 193.4K | $15.8M | $94.8K | Cut−$98.3K |
| MORGAN STANLEY | 156.7K | $12.8M | $76.8K | Cut−$246.3K |
| HighTower Advisors, LLC | 114.5K | $9.33M | $55.8K | Added$8.36K |
| RAYMOND JAMES FINANCIAL INC | 108K | $8.8M | $53K | Cut−$5.02K |
| MAI Capital Management | 97.9K | $7.98M | $47.6K | Added$97.8K |
| OSAIC HOLDINGS, INC. | 91.7K | $7.47M | $44.6K | Cut−$40.1K |
| Compound Planning, Inc. | 83.1K | $6.78M | $40.8K | Cut−$141.8K |
| WELLS FARGO & COMPANY/MN | 82.3K | $6.71M | $38.8K | Added$290.3K |
| Evanson Asset Management, LLC | 81.9K | $6.67M | $40.1K | Cut−$99K |
| Csenge Advisory Group | 73.7K | $6.01M | $36.1K | Cut−$678.7K |
| Great Point Wealth Advisors, LLC | 69.7K | $5.68M | $34.2K | Cut−$428.7K |
| Neumann Capital Management, LLC | 66.2K | $5.4M | $32.4K | Cut−$20.3K |
| BANK OF MONTREAL /CAN/ | 60.5K | $4.93M | $29.6K | Cut−$444K |
| WESCAP Management Group, Inc. | 60.4K | $4.92M | $29.2K | Added$89.9K |
| Checchi Capital Advisers, LLC | 59.3K | $4.83M | $29K | Cut−$841.1K |
| Corient Private Wealth LLC | 57.7K | $4.71M | $27.8K | Added$137.4K |
| UBS Group AG | 57.3K | $4.67M | $28.1K | Cut−$1.52M |
| Elwood & Goetz Wealth Advisory Group, LLC | 56.5K | $4.61M | $27.7K | Cut−$27.5K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 56.2K | $4.58M | $27.5K | Added$38K |
| Kestra Advisory Services, LLC | 52.8K | $4.31M | $18.9K | Added$1.18M |
| LPL Financial LLC | 49.9K | $4.07M | $24.3K | Added$49.3K |
| Waterfront Wealth Inc. | 47.1K | $3.83M | −$193.8K | Cut−$894.9K |
| Grove Street Fiduciary, LLC | 43.3K | $3.53M | $21.2K | Cut−$73.1K |
| Creative Planning | 40.4K | $3.29M | $19.3K | Added$93.7K |
| Focus Partners Advisor Solutions, LLC | 37.1K | $3.03M | $18.2K | Cut−$186.4K |
| ROYAL BANK OF CANADA | 36.7K | $2.99M | $17.6K | Cut−$57K |
| FAMILY WEALTH PARTNERS, LLC | 35.6K | $2.9M | $17.5K | Cut−$75.4K |
| Wealth Architects, LLC | 32.3K | $2.63M | $15.8K | Cut−$174.4K |
| JANE STREET GROUP, LLC | 31.3K | $2.55M | $3.56K | Added$1.96M |
| Rockefeller Capital Management L.P. | 31.3K | $2.55M | $15.2K | Added$35.3K |
| HARBOUR INVESTMENTS, INC. | 31.2K | $2.54M | $14.8K | Added$94.4K |
| SMITH, MOORE & CO. | 27.9K | $2.28M | $13.7K | Cut−$1.54K |
| Allworth Financial LP | 25.7K | $2.1M | $12.6K | Cut−$141.5K |
| Marathon Strategic Advisors, LLC | 25.2K | $2.06M | $12.1K | Added$60K |
| Atria Investments, Inc | 24.6K | $2.01M | $12.1K | Cut−$153.7K |
| Mariner, LLC | 24.3K | $1.98M | $1.9K | Added$1.67M |
| Impact Capital Partners LLC | 24.1K | $1.96M | $10.4K | Added$237.1K |
| GHP Investment Advisors, Inc. | 23.4K | $1.91M | $11.4K | Cut−$58.4K |
| ENVESTNET ASSET MANAGEMENT INC | 23.1K | $1.88M | $11.1K | Added$58.8K |
| JONES FINANCIAL COMPANIES LLLP | 21.6K | $1.71M | −$36.7K | Cut−$6.93K |
| RITHOLTZ WEALTH MANAGEMENT | 20.4K | $1.66M | $9.98K | Added$7.55K |
| Cetera Investment Advisers | 19.7K | $1.61M | $8.26K | Added$240.9K |
| McLean Asset Management Corp | 19.2K | $1.56M | −$32.8K | Cut−$82.7K |
| Larson Financial Group LLC | 19K | $1.55M | $9.33K | Cut−$2.42K |
| Waverly Advisors, LLC | 18.5K | $1.5M | $9.03K | Cut−$695 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 18K | $1.46M | $8.77K | Added$20.3K |
| TOWLE & CO | 17.5K | $1.42M | — | New |
| Wealth Care LLC | 17.1K | $1.4M | — | Held |
| Addison Advisors LLC | 16.8K | $1.37M | $8.23K | Cut−$11.6K |
| Sharper & Granite LLC | 15.8K | $1.29M | $7.76K | Cut−$102.4K |
| CITIGROUP INC | 15.3K | $1.24M | $7.29K | Added$40.1K |
| Beaird Harris Wealth Management, LLC | 14.6K | $1.19M | $7.09K | Cut−$113.4K |
| CoreCap Advisors, LLC | 13.3K | $1.09M | $6.53K | Added$12.7K |
| Bruce G. Allen Investments, LLC | 12.7K | $1.04M | $6.27K | Cut−$59.3K |
| COMMONWEALTH EQUITY SERVICES, LLC | 12.6K | $1.03M | $6.19K | Cut−$704.6K |
| Tortoise Investment Management, LLC | 12.6K | $1.03M | $6.17K | Cut−$63.1K |
| Farther Finance Advisors, LLC | 12.3K | $1.02M | $16.3K | Added$316.7K |
| Equitable Holdings, Inc. | 12.2K | $985.6K | $1 | Added$27.6K |
| RFG Advisory, LLC | 11.4K | $926.9K | — | New |
| Stonebridge Wealth Management, LLC | 10.6K | $867.2K | $5.15K | Added$16.5K |
| Shakespeare Wealth Management, LLC | 10.2K | $832K | $5K | Cut−$5.04K |
| Discipline Wealth Solutions, LLC | 9.82K | $800.1K | $4.81K | Cut−$61.9K |
| Spire Wealth Management | 9.68K | $788.9K | $4.74K | Cut−$104K |
| Windward Private Wealth Management Inc. | 9.58K | $781K | $4.7K | Added$4.7K |
| Longview Financial Advisors LLC | 8.77K | $715.1K | $4.3K | Cut−$5.26K |
| Baird Financial Group, Inc. | 8.4K | $684.4K | $1.77K | Added$386.3K |
| Cerity Partners LLC | 8.17K | $666K | $4.03K | Cut−$14.8K |
| Sequoia Financial Advisors, LLC | 8.11K | $660.8K | $3.97K | Cut−$6.88K |
| Tandem Investment Partners LLC | 7.67K | $625.1K | $3.76K | Cut−$1.62M |
| FIFTH THIRD BANCORP | 7.64K | $622.9K | $1.76K | Added$332.2K |
| Envision Financial LLC | 7.6K | $619.2K | $3.71K | Cut−$81.8K |
| Sound Stewardship, LLC | 7.37K | $600.7K | $3.59K | Cut−$32.1K |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 7.25K | $591.3K | $3.55K | Added$959 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 6.94K | $571.6K | $1.89K | Cut−$153.9K |
| JFS WEALTH ADVISORS, LLC | 6.71K | $547.3K | $3.31K | Cut−$13.9K |
| STIFEL FINANCIAL CORP | 6.64K | $541.5K | $3.17K | Added$17.2K |
| IHT Wealth Management, LLC | 6.55K | $534K | $3.2K | Added$2.15K |
| BCS Wealth Management | 6.5K | $529.6K | — | New |
| Tillman Hartley LLC | 6.48K | $528.4K | $3.19K | Added$3.19K |
| Apella Capital, LLC | 5.88K | $516.9K | $40.5K | Added$40.5K |
| Sanctuary Advisors, LLC | 6.28K | $511.6K | $3.14K | Cut−$30.9K |
| Bank of New York Mellon Corp | 6.28K | $511.5K | $2.48K | Added$89.1K |
| MERCER GLOBAL ADVISORS INC /ADV | 6.26K | $509.8K | $1.67K | Added$223.9K |
| Viewpoint Capital Management LLC | 6.22K | $507K | $3.05K | Added$3.05K |
| MATHER GROUP, LLC. | 5.77K | $470.3K | $2.83K | Added$2.83K |
| Williams & Novak, LLC | 5.35K | $443.7K | $10.1K | Added$1.99K |
| Icahn Capital | 5.4K | $440.2K | — | New |
| Freedom Investment Management, Inc. | 5.37K | $437.3K | $2.63K | Cut−$9.52K |
| Joel Isaacson & Co., LLC | 5.29K | $430.8K | $2.59K | Added$2.59K |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 5.19K | $423K | — | New |
| Advisory Services Network, LLC | 5.18K | $421.9K | $2.57K | Cut−$13.5K |
| Fidelity | 5.17K | $421.8K | $1.68K | Added$155.1K |
| Hardin Capital Partners, LLC | 5.14K | $418.7K | $2.48K | Added$2.73K |
| CAHILL FINANCIAL ADVISORS INC | 5.01K | $408.3K | $2.49K | Cut−$12.3K |
| Camelot Portfolios, LLC | 4.74K | $386.2K | $2.36K | Cut−$107.6K |
| Modera Wealth Management, LLC | 4.67K | $381K | $1.71K | Added$104.2K |
| Tradition Wealth Management, LLC | 4.41K | $359.6K | $2.16K | Added$2.16K |
| Private Advisor Group, LLC | 4.33K | $353.2K | $2.16K | Cut−$34.5K |
| Montis Financial, LLC | 4.3K | $350.3K | $2.09K | Cut−$113.9K |
| Quadrant Private Wealth Management, LLC | 4.25K | $346.3K | $2.08K | Added$2.08K |
| Wealthspire Advisors, LLC | 4.04K | $329.1K | $1.96K | Added$2.13K |
| McAdam, LLC | 3.84K | $312.9K | $1.69K | Added$34K |
| AE Wealth Management LLC | 3.82K | $311.2K | $755 | Added$181.7K |
| Insight Advisors, LLC/ PA | 3.8K | $309.8K | $1.87K | Cut−$21.6K |
| HOWARD BAILEY SECURITIES, LLC | 3.8K | $309.7K | $1.87K | Cut−$966 |
| AMERIPRISE FINANCIAL INC | 3.8K | $309.5K | $1.84K | Added$1.19K |
| Alpha Omega Wealth Management LLC | 3.75K | $306K | $1.84K | Cut−$2.44M |
| JPMORGAN CHASE & CO | 3.8K | $300.9K | −$6.54K | Added$3.28K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 3.54K | $288.6K | $1.74K | Cut−$187.9K |
| WORLD EQUITY GROUP, INC. | 3.43K | $279.8K | $1.66K | Added$11.5K |
| LAUREL OAK WEALTH MANAGEMENT, LLC | 3.43K | $279.8K | $1.54K | Added$25.8K |
| One Capital Management, LLC | 3.42K | $279K | $1.68K | Added$1.68K |
| Invesco Ltd. | 3.4K | $277.3K | $1.67K | Cut−$6.76K |
| BANNERMAN WEALTH MANAGEMENT GROUP, LLC | 3.36K | $273.8K | $1.67K | Cut−$27.4K |
| VESTIA PERSONAL WEALTH ADVISORS | 3.33K | $271.7K | −$5.54K | Cut−$5.13K |
| CWM, LLC | 3.28K | $267K | $266.7K | Added$266.7K |
| BLAIR WILLIAM & CO/IL | 3.25K | $264.7K | $1.62K | Added$1.62K |
| Clearstead Advisors, LLC | 3.18K | $259.5K | $1.57K | Added$1.57K |
| IAG Wealth Partners, LLC | 3.14K | $256.2K | $1.54K | Cut−$8.34K |
| Independent Advisor Alliance | 3.13K | $254.9K | $1.47K | Added$11.8K |
| Telos Capital Management, Inc. | 2.92K | $237.6K | $1.43K | Cut−$6.67K |
| KEYBANK NATIONAL ASSOCIATION/OH | 2.87K | $233.6K | $1.4K | Added$1.4K |
| Berger Financial Group, Inc | 2.79K | $227K | $1.39K | Added$1.39K |
| COLDSTREAM CAPITAL MANAGEMENT INC | 2.77K | $226K | — | New |
| Citadel | 2.77K | $225.8K | — | New |
| Financial Harvest, LLC | 2.74K | $223.6K | $1.35K | Added$1.34K |
| Cherry Tree Wealth Management, LLC | 2.74K | $223.5K | $1.34K | Added$1.34K |
| BEACON FINANCIAL GROUP | 2.69K | $219.6K | $1.32K | Cut−$7.19K |
| SCOTIA CAPITAL INC. | 2.6K | $212.1K | $1.29K | Added$1.29K |
| Clearwater Capital Advisors, LLC | 2.6K | $211.9K | $1.27K | Added$1.27K |
| Frazier Financial Advisors, LLC | 2.51K | $204.9K | $1.23K | Added$1.23K |
| GTS SECURITIES LLC | 2.49K | $202.9K | $1.22K | Cut−$36.5K |
| CIBC Bancorp USA Inc. | 2.49K | $202.7K | — | Held |
| Zhang Financial LLC | 2.49K | $202.7K | $1.22K | Added$1.22K |
| TopTier Wealth Management, LLC | 2.4K | $195.3K | — | New |
| IFP Advisors, Inc | 2.2K | $179.3K | $931 | Added$25.4K |
| Blue Trust, Inc. | 2.06K | $168K | $1.01K | Added$1.01K |
| Cassaday & Co Wealth Management LLC | 2.02K | $164.9K | — | New |
| Morton Brown Family Wealth, LLC | 1.82K | $148.3K | $892 | Added$892 |
| Fairman Group, LLC | 1.82K | $148.3K | $871 | Added$1.2K |
| Arax Advisory Partners | 1.82K | $148K | $183 | Added$123K |
| EVOLUTION WEALTH MANAGEMENT INC. | 1.79K | $146K | $878 | Cut−$4.63K |
| Front Row Advisors LLC | 1.66K | $135.6K | $815 | Added$815 |
| BlackRock, Inc. | 1.53K | $124.9K | $751 | Added$751 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 1.53K | $124.5K | $749 | Added$749 |
| HOLLENCREST CAPITAL MANAGEMENT | 1.45K | $118.1K | $711 | Added$711 |
| Investors Research Corp | 1.4K | $113.7K | $684 | Cut−$24.6K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 1.26K | $103K | $20 | Added$99.8K |
| Crews Bank & Trust | 1.22K | $99.4K | $598 | Added$598 |
| Tacita Capital Inc | 1.1K | $90.1K | $542 | Added$542 |
| WealthShield Partners, LLC | 1.08K | $88.3K | $531 | Added$45 |
| Aptus Capital Advisors, LLC | 979 | $79.8K | $269 | Added$35.5K |
| FIRST HORIZON CORP | 891 | $72.6K | — | New |
| Vanguard National Trust Co | 854 | $69.6K | — | Held |
| Medallion Wealth Advisors, LLC | 830 | $67.6K | $412 | Cut−$3.23K |
| Parallel Advisors, LLC | 748 | $61K | $245 | Added$20.5K |
| Operose Advisors LLC | 662 | $54K | $321 | Added$973 |
| Princeton Global Asset Management LLC | 636 | $51.8K | $335 | Cut−$1.12K |
| Colonial Trust Co / SC | 525 | $41.6K | −$1.06K | Cut−$3.82K |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | 500 | $40.8K | — | New |
| Atlantic Union Bankshares Corp | 495 | $40.3K | $243 | Added$243 |
| GAMMA Investing LLC | 460 | $37.5K | $225 | Added$225 |
| 3 FACTOR INDEXING, LLC | 448 | $36.5K | — | Held |
| Key Financial Inc | 400 | $32.6K | $196 | Added$196 |
| US BANCORP \DE\ | 300 | $24.4K | $147 | Added$147 |
| Root Financial Partners, LLC | 292 | $23.8K | $143 | Added$143 |
| Osbon Capital Management LLC | 284 | $23.1K | $139 | Added$139 |
| Ritter Daniher Financial Advisory LLC / DE | 263 | $21.4K | $173 | Added$173 |
| Triumph Capital Management | 252 | $20.5K | $123 | Added$123 |
| Crewe Advisors LLC | 245 | $20K | $120 | Added$120 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 211 | $17.2K | $98 | Added$1.56K |
| NBC SECURITIES, INC. | 203 | $16.5K | $99 | Cut−$144 |
| Qube Research & Technologies Ltd | 201 | $16.4K | $89 | Added$1.72K |
| NATIONAL BANK OF CANADA /FI/ | 175 | $14.2K | $93 | Added$93 |
| Pinnacle Bancorp, Inc. | 170 | $13.9K | $83 | Added$83 |
| Newbridge Financial Services Group, Inc. | 162 | $13.2K | $79 | Added$79 |
| Steward Partners Investment Advisory, LLC | 120 | $9.78K | $59 | Added$59 |
| Russell Investments Group, Ltd. | 106 | $8.64K | $52 | Added$52 |
| ASSETMARK, INC | 106 | $8.64K | $52 | Added$52 |
| Ashton Thomas Private Wealth, LLC | 100 | $8.15K | — | New |
| Sound Income Strategies, LLC | 98 | $8.12K | −$67 | Cut−$67 |
| Asset Dedication, LLC | 93 | $7.58K | $46 | Added$46 |
| Founders Financial Alliance, LLC | 86 | $7.01K | $45 | Added$45 |
| PINNEY & SCOFIELD, INC. | 86 | $7.01K | $42 | Added$42 |
| Capital Investment Advisory Services, LLC | 73 | $5.95K | $36 | Cut−$2.64K |
| VANGUARD ADVISERS INC | 72 | $5.85K | — | Held |
| FLOW TRADERS U.S. LLC | 70.7K | $5.76K | — | New |
| AdvisorNet Financial, Inc | 60 | $4.92K | $37 | Added$37 |
| POM Investment Strategies, LLC | 53 | $4.32K | — | New |
| Western Wealth Management, LLC | 50 | $4.08K | — | New |
| REAP Financial Group, LLC | 44 | $3.59K | $22 | Added$22 |
| Fortitude Family Office, LLC | 43 | $3.5K | $22 | Cut−$4.68K |
| Janney Montgomery Scott LLC | 32K | $2.61K | $16 | Cut−$128 |
| Betterment LLC | 14.5K | $1.18K | $7 | Cut−$69 |
| Capital Analysts, LLC | 14.1K | $1.15K | $7 | Added$57 |
| HOWE & RUSLING INC | 14 | $1.14K | $6 | Added$6 |
| SHP Wealth Management | 12 | $978 | $6 | Added$6 |
| Lester Murray Antman dba SimplyRich | 7.9K | $643 | $4 | Added$4 |
| Smartleaf Asset Management LLC | 5 | $412 | $5 | Cut−$5.86K |
| Virtu Financial LLC | 3.29K | $268 | — | New |
| Capital Advisors, Ltd. LLC | 552 | $45 | $0 | Held |