| Davis Selected Advisers | 2.13M | $95.5M | −$7.43M | Cut−$7.42M |
| MORGAN STANLEY | 851.7K | $38.2M | −$2.97M | Cut−$10.1M |
| LPL Financial LLC | 415.6K | $18.6M | −$1.38M | Cut−$543.9K |
| BANK OF AMERICA CORP /DE/ | 209.5K | $9.4M | −$695.4K | Cut−$234K |
| ENVESTNET ASSET MANAGEMENT INC | 141.9K | $6.36M | — | New |
| TRUIST FINANCIAL CORP | 138.9K | $6.23M | — | New |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 130.9K | $5.87M | −$317.5K | Added$1.47M |
| ROYAL BANK OF CANADA | 127K | $5.69M | −$180.8K | Added$3.19M |
| HighTower Advisors, LLC | 126.9K | $5.69M | −$442.7K | Cut−$538.7K |
| Willow Financial LLC | 117.4K | $5.26M | — | New |
| JANE STREET GROUP, LLC | 115.5K | $5.18M | — | New |
| UBS Group AG | 97.9K | $4.39M | −$317.5K | Cut−$5.09K |
| Sanctuary Advisors, LLC | 89.4K | $4.01M | −$298.3K | Cut−$123.2K |
| RAYMOND JAMES FINANCIAL INC | 82.9K | $3.72M | −$289.5K | Cut−$413.5K |
| Next Level Private LLC | 81.7K | $3.66M | −$285.2K | Cut−$285.2K |
| D.A. DAVIDSON & CO. | 78.3K | $3.51M | −$273.1K | Cut−$295.3K |
| Citadel | 70.6K | $3.17M | −$58.7K | Added$2.35M |
| ARKANSAS FINANCIAL GROUP, INC. | 61.5K | $2.88M | −$81.3K | Added$114.7K |
| Inspire Advisors, LLC | 61.7K | $2.77M | — | New |
| Kestra Advisory Services, LLC | 45.9K | $2.06M | −$151.4K | Cut−$40.5K |
| OSAIC HOLDINGS, INC. | 28.7K | $1.29M | −$96.9K | Cut−$55.9K |
| Hilltop Holdings Inc. | 24.5K | $1.1M | −$85.6K | Cut−$313.2K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 23.7K | $1.06M | — | New |
| COMMONWEALTH EQUITY SERVICES, LLC | 23.2K | $1.04M | −$46K | Added$402.1K |
| SUMMIT WEALTH GROUP LLC / CO | 22.8K | $1.02M | −$78.3K | Cut−$61.9K |
| J.W. COLE ADVISORS, INC. | 21.1K | $946.3K | −$73.7K | Cut−$180.6K |
| Geneos Wealth Management Inc. | 20.9K | $935.6K | −$72.1K | Cut−$62.8K |
| SITTNER & NELSON, LLC | 20.2K | $907.2K | −$98.7K | Cut−$98.7K |
| Envestnet Portfolio Solutions, Inc. | 18.5K | $829.9K | — | New |
| Prospera Financial Services Inc | 17.8K | $796.6K | −$62K | Cut−$83.4K |
| Atlas Wealth LLC | 16.8K | $755.4K | −$58.8K | Cut−$58.8K |
| STIFEL FINANCIAL CORP | 15.4K | $689.2K | −$53.6K | Cut−$411.8K |
| Rockefeller Capital Management L.P. | 13.9K | $622.6K | −$35.2K | Added$135.4K |
| DAVENPORT & Co LLC | 12.3K | $551.9K | −$34.2K | Added$78.1K |
| Melone Private Wealth, LLC | 11.5K | $516.8K | −$40.2K | Cut−$40.2K |
| Kovack Advisors, Inc. | 9.44K | $423K | −$33K | Cut−$32.9K |
| Strategic Wealth Investment Group, LLC | 9.42K | $422.3K | — | New |
| CAPTRUST FINANCIAL ADVISORS | 8.07K | $362.1K | −$28.2K | Cut−$28.2K |
| MERCER GLOBAL ADVISORS INC /ADV | 7.72K | $346K | −$26.9K | Cut−$80.1K |
| Modern Wealth Management, LLC | 7.31K | $330K | −$23.2K | Cut−$132.1K |
| FLAGSHIP HARBOR ADVISORS, LLC | 6.12K | $274.4K | −$21.4K | Cut−$79.4K |
| Carson Advisory Inc. | 5.5K | $246.6K | −$19.2K | Cut−$19.2K |
| Diligent Investors, LLC | 5.45K | $244.2K | −$19K | Cut−$19K |
| FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | 5.08K | $227.6K | — | New |
| Private Advisor Group, LLC | 5.01K | $224.6K | −$16.3K | Cut−$1.53K |
| &PARTNERS | 4.81K | $215.8K | — | New |
| Millstone Evans Group, LLC | 3.3K | $148K | −$11.5K | Cut−$11.5K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 2.55K | $114.3K | — | New |
| Key Financial Inc | 2.5K | $112K | −$8.71K | Cut−$8.71K |
| CWM, LLC | 1.77K | $79.4K | $78K | Added$79.3K |
| Capital Investment Advisory Services, LLC | 1.58K | $70.7K | −$5.5K | Cut−$5.5K |
| Thrivent Financial for Lutherans | 1.42M | $63.9K | −$3.13K | Added$22.2K |
| FIFTH THIRD BANCORP | 866 | $38.8K | — | New |
| Steward Partners Investment Advisory, LLC | 723 | $32.4K | −$2.52K | Cut−$2.52K |
| Allworth Financial LP | 715 | $32.1K | −$2.5K | Cut−$2.5K |
| PNC Financial Services Group, Inc. | 349 | $15.6K | −$1.22K | Cut−$1.22K |
| Western Wealth Management, LLC | 192 | $8.61K | — | New |
| Central Pacific Bank - Trust Division | 80 | $3.59K | −$279 | Cut−$279 |
| Fidelity | 37 | $1.66K | −$129 | Cut−$129 |
| Janney Montgomery Scott LLC | 25K | $1.12K | −$73 | Added$105 |
| Coston, McIsaac & Partners | 448 | $20 | −$0 | Added$6 |
| WELLS FARGO & COMPANY/MN | 0 | $16 | — | Cut−$66.6K |