| PARK NATIONAL CORP /OH/ | 3.68M | $162.3M | $2.02M | Added$8.1M |
| LPL Financial LLC | 3.17M | $139.7M | $1.37M | Added$35.2M |
| MORGAN STANLEY | 2.15M | $94.9M | $1.16M | Added$5.98M |
| RAYMOND JAMES FINANCIAL INC | 1.38M | $61.1M | $708.9K | Added$6.92M |
| Hennion & Walsh Asset Management, Inc. | 1.33M | $58.7M | $718.1K | Added$3.86M |
| Capital Asset Advisory Services LLC | 1.19M | $55M | $2.39M | Added$3.55M |
| BANK OF AMERICA CORP /DE/ | 1.03M | $45.4M | $503K | Added$6.96M |
| SK Wealth Management, LLC | 931.9K | $41.7M | −$568.5K | Cut−$3.22M |
| Cetera Investment Advisers | 738.6K | $32.6M | $404.3K | Added$1.7M |
| Steward Partners Investment Advisory, LLC | 700.7K | $30.9M | $365.6K | Added$2.98M |
| UBS Group AG | 698.7K | $30.8M | $175.9K | Added$17.4M |
| ENVESTNET ASSET MANAGEMENT INC | 690.5K | $30.5M | $376K | Added$1.74M |
| Stratos Investment Management, LLC | 593.5K | $26.2M | $338.2K | Added$350.2K |
| MML INVESTORS SERVICES, LLC | 525.8K | $23.2M | $299.7K | Cut−$2.34M |
| Baird Financial Group, Inc. | 483.3K | $21.3M | $79.5K | Added$15.2M |
| Lido Advisors, LLC | 457.9K | $20.2M | $254.5K | Added$915.8K |
| Horizon Wealth Management, LLC | 445.5K | $19.6M | — | New |
| Atria Investments, Inc | 364.3K | $16.1M | $207.6K | Cut−$927.2K |
| Tidemark, LLC | 357.9K | $15.8M | $204K | Cut−$1.07M |
| Choice Wealth Advisors, LLC | 336.5K | $14.8M | — | New |
| Impact Capital Partners LLC | 230.8K | $10.2M | $114.1K | Added$1.46M |
| JANE STREET GROUP, LLC | 201.9K | $8.91M | $11.9K | Added$8M |
| OneDigital Investment Advisors LLC | 180.3K | $7.95M | — | New |
| Burns Matteson Capital Management, LLC | 169.9K | $7.49M | $64K | Added$2.6M |
| Kestra Advisory Services, LLC | 151.1K | $6.67M | $86.2K | Cut−$788.5K |
| Private Advisor Group, LLC | 148.4K | $6.55M | $60.6K | Added$1.92M |
| Mariner, LLC | 144.7K | $6.38M | $82.5K | Cut−$181.1K |
| Frazier Financial Advisors, LLC | 138K | $6.09M | $78.2K | Added$117.4K |
| FFG RETIREMENT ADVISORS LLC | 98.9K | $4.36M | $56K | Added$82.5K |
| Smartleaf Asset Management LLC | 98.7K | $4.24M | −$48K | Added$1.36M |
| NBC SECURITIES, INC. | 93K | $4.1M | $41.7K | Added$915.5K |
| VestGen Advisors, LLC | 86.7K | $3.99M | $156.7K | Added$1.26M |
| Simplicity Wealth,LLC | 88.1K | $3.89M | $45.7K | Added$391.4K |
| Occidental Asset Management, LLC | 87.1K | $3.84M | $49.7K | Cut−$509.2K |
| Vericrest Private Wealth | 83.5K | $3.68M | $41.8K | Added$490.1K |
| COLUMBIA ADVISORY PARTNERS LLC | 81.8K | $3.61M | — | New |
| Premier Private Wealth Management LLC | 79.4K | $3.5M | −$122.2K | Cut−$548.1K |
| D.A. DAVIDSON & CO. | 78.1K | $3.44M | $42.8K | Added$172.7K |
| GREAT VALLEY ADVISOR GROUP, INC. | 65.5K | $2.89M | $5.39K | Added$2.45M |
| Trilogy Capital Inc. | 62.3K | $2.75M | $21.3K | Added$1.13M |
| Focus Partners Wealth | 61.1K | $2.7M | $34.8K | Added$40.6K |
| Caprock Group, LLC | 56.6K | $2.49M | $32.1K | Added$38.4K |
| OPTIMA CAPITAL LLC | 53.9K | $2.38M | $30.7K | Cut−$44.5K |
| COMMONWEALTH EQUITY SERVICES, LLC | 49K | $2.16M | $27.2K | Added$83.3K |
| MOODY NATIONAL BANK TRUST DIVISION | 46.2K | $2.04M | $26.3K | Added$26.3K |
| Independent Advisor Alliance | 45.1K | $1.99M | — | New |
| STIFEL FINANCIAL CORP | 44.5K | $1.96M | $25.3K | Cut−$65.3K |
| Geneos Wealth Management Inc. | 44.4K | $1.96M | $25.3K | Cut−$174.6K |
| Icahn Capital | 34.3K | $1.51M | — | New |
| TCFG Investment Advisors, LLC | 33.3K | $1.48M | — | Held |
| TCFG WEALTH MANAGEMENT, LLC | 33.3K | $1.48M | −$16.5K | Added$169.1K |
| AssuredPartners Investment Advisors, LLC | 33K | $1.48M | $40K | Cut−$2.06K |
| World Investment Advisors | 32.3K | $1.43M | $18.5K | Added$14.2K |
| WORLD EQUITY GROUP, INC. | 31.5K | $1.39M | $17.2K | Added$72.9K |
| HARBOUR INVESTMENTS, INC. | 29.2K | $1.29M | $12.9K | Added$306.3K |
| HF Advisory Group, LLC | 28.5K | $1.26M | $15.5K | Added$69.4K |
| Signal Advisors Wealth, LLC | 28.4K | $1.25M | $11.8K | Added$353.2K |
| Savant Capital, LLC | 25.9K | $1.14M | $14.7K | Cut−$28K |
| RFG Advisory, LLC | 25.9K | $1.14M | $14.5K | Added$35.1K |
| B. Riley Wealth Advisors, Inc. | 24.3K | $1.04M | −$12.6K | Added$143.6K |
| Gotham Asset Management, LLC | 23.5K | $1.04M | $13.4K | Cut−$18.1K |
| Wealthcare Advisory Partners LLC | 22.6K | $998.5K | $12.8K | Added$17.5K |
| Sanctuary Advisors, LLC | 22.5K | $992.2K | $7.06K | Added$453.8K |
| SHEETS SMITH WEALTH MANAGEMENT | 17.8K | $785.3K | $9.73K | Added$42K |
| TigerOak Management, L.L.C. | 17.4K | $765.9K | — | New |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 17.2K | $756.6K | $8.76K | Added$87.7K |
| OSAIC HOLDINGS, INC. | 17.2K | $756.6K | $9.24K | Added$51.5K |
| Oregon Pacific Wealth Management, LLC | 17.1K | $755K | $6.93K | Added$225.3K |
| Sigma Planning Corp | 16.7K | $738.8K | $9.36K | Added$26K |
| HOWARD BAILEY SECURITIES, LLC | 16K | $706.7K | $9.12K | Cut−$286 |
| WCG Wealth Advisors LLC | 15.5K | $682.6K | $5.89K | Added$234.1K |
| Trivium Point Advisory, LLC | 15.3K | $675.8K | $8.73K | Cut−$2.12M |
| Financial Engines Advisors L.L.C. | 15.2K | $672.2K | $7.79K | Added$77.5K |
| EVOLUTION WEALTH MANAGEMENT INC. | 14.8K | $655K | $8.25K | Added$24.6K |
| CreativeOne Wealth, LLC | 14.7K | $649.3K | $8.38K | Cut−$150K |
| Alchemi Wealth, LLC | 14.6K | $641.9K | — | New |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 13.9K | $612.5K | $4.71K | Added$253.5K |
| Comprehensive Money Management Services LLC | 13.4K | $589.6K | $7.62K | Added$7.62K |
| INSIGNEO ADVISORY SERVICES, LLC | 13.3K | $586.5K | $5.74K | Added$148.4K |
| Gateway Wealth Partners, LLC | 13.2K | $581.2K | $3.77K | Added$292K |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 12.7K | $558.7K | $7.19K | Added$8.65K |
| Stratos Wealth Partners, LTD. | 12.6K | $554.6K | $7.17K | Cut−$9.03K |
| Concurrent Investment Advisors, LLC | 11.7K | $515.9K | $6.67K | Cut−$5.9M |
| Perigon Wealth Management, LLC | 11.1K | $488.2K | $6.3K | Cut−$24.9K |
| IFP Advisors, Inc | 10.7K | $472.5K | $6.1K | Cut−$103.2K |
| WESCAP Management Group, Inc. | 10.7K | $472.4K | $6.1K | Added$6.1K |
| MONEY CONCEPTS CAPITAL CORP | 10.2K | $450.1K | $5.82K | Cut−$9.64K |
| Modera Wealth Management, LLC | 9.83K | $433.7K | $5.6K | Added$5.6K |
| BEACON FINANCIAL GROUP | 9.69K | $427.4K | $5.52K | Added$5.52K |
| Paragon Capital Management Ltd | 8.85K | $390.5K | — | New |
| American Money Management, LLC | 8.65K | $381.4K | $4.91K | Cut−$27K |
| CRUX WEALTH ADVISORS | 8.47K | $373.4K | $4.8K | Cut−$101.9K |
| ROYAL BANK OF CANADA | 8.47K | $373K | $2.95K | Added$97K |
| Western Wealth Management, LLC | 8.23K | $363.1K | — | New |
| Seek First Inc. | 8.05K | $355.2K | $4.61K | Cut−$4.45K |
| AE Wealth Management LLC | 7.77K | $342.8K | $4.43K | Cut−$42.6K |
| Rockefeller Capital Management L.P. | 7.74K | $341.5K | — | New |
| Empirical Asset Management, LLC | 7.67K | $338.4K | $3.76K | Added$49.8K |
| Greykasell Wealth Strategies, Inc. | 7.59K | $334.7K | $4.32K | Added$4.33K |
| Summit Financial, LLC | 7.57K | $333.8K | $4.31K | Added$2.17K |
| WealthPlan Investment Management, LLC | 7.44K | $328.2K | — | New |
| AMERIPRISE FINANCIAL INC | 7.22K | $318.5K | $3.74K | Added$32.9K |
| WealthPoint Financial, LLC | 7.17K | $312.4K | $0 | Held |
| Riverbend Wealth Management, LLC | 6.95K | $306.6K | $3.89K | Added$8.96K |
| RITHOLTZ WEALTH MANAGEMENT | 6.8K | $300K | $3.89K | Cut−$2.34K |
| Portland Financial Advisors Inc | 6.6K | $291K | $3.76K | Added$3.76K |
| JPMORGAN CHASE & CO | 6.43K | $276.2K | −$3.73K | Added$10.1K |
| TopTier Wealth Management, LLC | 6.24K | $275K | — | New |
| CoreCap Advisors, LLC | 4.68K | $206.5K | $2.32K | Added$28.9K |
| MAI Capital Management | 3.87K | $170.7K | $2.2K | Cut−$3.77K |
| Cherry Tree Wealth Management, LLC | 3.67K | $161.8K | $1.81K | Added$23.5K |
| FIFTH THIRD BANCORP | 3.22K | $141.9K | — | New |
| NewEdge Advisors, LLC | 110.9K | $110.9K | — | New |
| CWM, LLC | 2.48K | $109.2K | $109.1K | Added$109.1K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 1.92K | $84.9K | — | New |
| NVWM, LLC | 1.86K | $82K | $576 | Added$38K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1.86K | $81.9K | $1.04K | Added$2.58K |
| Root Financial Partners, LLC | 1.72K | $75.7K | $979 | Added$979 |
| WELLS FARGO & COMPANY/MN | 1.68K | $74.3K | $34 | Added$72.9K |
| US BANCORP \DE\ | 1.57K | $69.4K | $897 | Added$897 |
| PRIVATE TRUST CO NA | 1.49K | $65.6K | — | New |
| Aptus Capital Advisors, LLC | 1.47K | $64.8K | $809 | Added$3.02K |
| Caldwell Trust Co | 1.3K | $57.5K | $743 | Added$743 |
| True Link Financial Advisors, LLC | 1.09K | $48.2K | — | New |
| BANK OF MONTREAL /CAN/ | 1.01K | $44.4K | $574 | Added$574 |
| BELLEVUE ASSET MANAGEMENT, LLC | 916 | $40.4K | $515 | Added$559 |
| Fidelity | 803 | $35.4K | $341 | Added$9.21K |
| ROTHSCHILD INVESTMENT LLC | 650 | $28.7K | $371 | Added$371 |
| Wellington Grp LLC | 596 | $26.3K | — | New |
| Farther Finance Advisors, LLC | 577 | $25.7K | — | New |
| TD Capital Management LLC | 452 | $19.9K | — | New |
| MATHER GROUP, LLC. | 428 | $18.9K | — | New |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 378 | $16.7K | $216 | Added$216 |
| JONES FINANCIAL COMPANIES LLLP | 235 | $10.1K | — | New |
| REAP Financial Group, LLC | 222 | $9.79K | $126 | Added$126 |
| Cambridge Investment Research Advisors, Inc. | 201.1K | $8.87K | $102 | Added$1.07K |
| NBT BANK N A /NY | 137 | $6.04K | −$4.02K | Added$78 |
| ASSETMARK, INC | 114 | $5.03K | $65 | Added$65 |
| Glen Eagle Advisors, LLC | 110 | $4.85K | $63 | Added$63 |
| FLOW TRADERS U.S. LLC | 66.7K | $2.94K | — | New |
| PARK AVENUE SECURITIES LLC | 12.6K | $554 | $7 | Added$7 |
| SkyView Investment Advisors, LLC | 5.81K | $256 | $3 | Added$3 |
| Covestor Ltd | 478 | $21 | $1 | Added$10 |