| ALLIANCEBERNSTEIN L.P. | 24.1M | $1.02B | −$1 | Added$50.4M |
| JOHNSON INVESTMENT COUNSEL INC | 5.15M | $219.7M | $343K | Added$11M |
| BBR PARTNERS, LLC | 4.73M | $201.7M | $298.5K | Added$20.1M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 872.2K | $37.2M | $13.1K | Added$29.3M |
| LPL Financial LLC | 704.4K | $30M | $41.4K | Added$4.89M |
| HB Wealth Management, LLC | 322.5K | $13.8M | $22.5K | Cut−$2.89M |
| Stratos Wealth Partners, LTD. | 273.4K | $11.7M | $16.6K | Added$1.52M |
| KPP Advisory Services LLC | 192.1K | $8.19M | $8.44K | Added$3.07M |
| CWM, LLC | 85.4K | $3.64M | $3.13M | Added$3.64M |
| D L CARLSON INVESTMENT GROUP INC | 84K | $3.58M | $5.88K | Cut−$624.7K |
| Independent Advisor Alliance | 67.7K | $2.89M | — | New |
| New Republic Capital, LLC | 61.8K | $2.64M | $4.33K | Added$4.33K |
| JANE STREET GROUP, LLC | 51.5K | $2.2M | $3.6K | Cut−$20.8M |
| Cornerstone Planning Group LLC | 42.9K | $1.91M | $18K | Added$18K |
| CIBC Bancorp USA Inc. | 39.4K | $1.68M | — | Held |
| RFG - Bristol Wealth Advisors, LLC | 35.8K | $1.53M | $2.5K | Cut−$94.9K |
| GENESIS PRIVATE WEALTH, LLC | 31.1K | $1.33M | $1.74K | Added$267.9K |
| BANK OF MONTREAL /CAN/ | 28K | $1.2M | $1.96K | Cut−$946.5K |
| ENVESTNET ASSET MANAGEMENT INC | 27.5K | $1.17M | $1.93K | Cut−$140.7K |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 27K | $1.15M | — | Held |
| Cresset Asset Management, LLC | 26.2K | $1.12M | — | New |
| RAYMOND JAMES FINANCIAL INC | 25.9K | $1.11M | $1.82K | Cut−$1.52M |
| Next Level Private LLC | 22.7K | $970K | $1.46K | Added$81.5K |
| PNC Financial Services Group, Inc. | 22K | $938.5K | $1.54K | Cut−$190.1K |
| Tanglewood Legacy Advisors, LLC | 21.4K | $915K | $1.5K | Added$1.5K |
| ALTERNA WEALTH MANAGEMENT, INC | 19.9K | $850.7K | $1.4K | Cut−$153.3K |
| COMMONWEALTH EQUITY SERVICES, LLC | 18.9K | $806.4K | $1.16K | Added$100.6K |
| Citadel | 16K | $680.9K | $1.12K | Cut−$44.1K |
| RITHOLTZ WEALTH MANAGEMENT | 13.2K | $564.1K | $926 | Cut−$3.55K |
| Icahn Capital | 11K | $469.5K | — | New |
| Legacy Bridge, LLC | 9.76K | $416.2K | — | New |
| Lido Advisors, LLC | 9.18K | $391.8K | $1.29K | Added$1.28K |
| Kingsview Wealth Management, LLC | 8.94K | $381.6K | — | New |
| Rockefeller Capital Management L.P. | 8.56K | $365K | $599 | Added$599 |
| JPMORGAN CHASE & CO | 8.61K | $355.5K | −$11.3K | Cut−$721.9K |
| CAPTRUST FINANCIAL ADVISORS | 8.17K | $348.7K | $572 | Added$572 |
| Creative Planning | 7.63K | $325.4K | $534 | Added$534 |
| ROYAL BANK OF CANADA | 6.47K | $276K | $0 | Held |
| Next Capital Management LLC | 6.01K | $256.5K | $421 | Added$421 |
| Prossimo Advisors, LLC | 5.68K | $242.5K | — | New |
| MAI Capital Management | 5K | $213.5K | — | New |
| Western Wealth Management, LLC | 3.69K | $157.4K | — | New |
| MORGAN STANLEY | 3.4K | $144.9K | $238 | Cut−$26.2K |
| EVERMAY WEALTH MANAGEMENT LLC | 3.38K | $144.1K | $237 | Cut−$12.5K |
| PRIVATE TRUST CO NA | 2.86K | $122.2K | $200 | Added$72 |
| FIFTH THIRD BANCORP | 2K | $85.3K | $140 | Cut−$337.6K |
| UBS Group AG | 1.78K | $75.9K | — | New |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 1K | $44K | $1.44K | Cut−$41.1K |
| Annis Gardner Whiting Capital Advisors, LLC | 508 | $21.7K | $36 | Added$36 |
| Advisory Services Network, LLC | 481 | $20.5K | — | New |
| Fidelity | 339 | $14.4K | $24 | Added$24 |
| Farther Finance Advisors, LLC | 250 | $10.8K | $178 | Cut−$11.2K |
| OSAIC HOLDINGS, INC. | 130 | $5.54K | $5 | Added$2.73K |
| WELLS FARGO & COMPANY/MN | 111 | $4.74K | $8 | Added$8 |
| CoreCap Advisors, LLC | 62 | $2.65K | $4 | Added$4 |