| Fidelity | 720.6K | $43M | −$3.09M | Cut−$3.07M |
| BANK OF AMERICA CORP /DE/ | 320.8K | $19.1M | −$1.2M | Cut−$811.9K |
| ENVESTNET ASSET MANAGEMENT INC | 144.7K | $8.64M | −$534.4K | Cut−$233.6K |
| Brio Consultants, LLC | 125.7K | $8.38M | $375.4K | Added$955.2K |
| US BANCORP \DE\ | 139K | $8.3M | −$485.9K | Added$228.5K |
| Financial Engines Advisors L.L.C. | 125.9K | $7.51M | −$460.8K | Cut−$140.5K |
| Daiwa Securities Group Inc. | 98.9K | $5.9M | $5M | Added$5.9M |
| FIFTH THIRD BANCORP | 86.1K | $5.14M | −$329.3K | Cut−$800.3K |
| GOLDMAN SACHS GROUP INC | 75.9K | $4.53M | −$89.5K | Added$3.04M |
| Prentice Wealth Management LLC | 60.9K | $3.64M | −$233K | Cut−$543K |
| Cetera Investment Advisers | 47.5K | $2.83M | −$166.9K | Added$63.2K |
| Aptus Capital Advisors, LLC | 47.1K | $2.81M | −$178.9K | Cut−$161.4K |
| ASSETMARK, INC | 47K | $2.81M | −$165.1K | Added$64.1K |
| WELLS FARGO & COMPANY/MN | 38.7K | $2.31M | −$122.3K | Added$282.3K |
| Fingerlakes Wealth Management, Inc. | 38.3K | $2.29M | −$139.6K | Cut−$31.7K |
| LPL Financial LLC | 35.7K | $2.13M | −$125.3K | Added$52.3K |
| MORGAN STANLEY | 34.3K | $2.04M | −$131K | Cut−$563.3K |
| Prime Capital Investment Advisors, LLC | 32.4K | $1.93M | −$123.9K | Cut−$638.7K |
| Destination Wealth Management | 30.7K | $1.83M | −$117.4K | Cut−$165.5K |
| AMERIPRISE FINANCIAL INC | 28.4K | $1.69M | −$110.5K | Cut−$140.4K |
| Steward Partners Investment Advisory, LLC | 23.6K | $1.41M | −$89.3K | Cut−$74.4K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 19.9K | $1.19M | −$21.5K | Added$831.3K |
| Modern Wealth Management, LLC | 18.8K | $1.13M | — | New |
| MML INVESTORS SERVICES, LLC | 15.6K | $933.7K | −$59.9K | Cut−$147.8K |
| Clear Creek Financial Management, LLC | 13.7K | $819K | −$52.5K | Cut−$161.7K |
| JPMORGAN CHASE & CO | 14.1K | $818.2K | −$78.9K | Cut−$422.7K |
| Smart Portfolios, LLC | 13K | $776.1K | −$48.2K | Cut−$24.5K |
| Citadel | 12.3K | $732.3K | — | New |
| Mariner, LLC | 11.9K | $711K | — | New |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 11.2K | $672.2K | −$46.4K | Cut−$23.4K |
| Archer Investment Management, LLC | 10.9K | $653K | −$41.9K | Cut−$1.13M |
| Allworth Financial LP | 10.2K | $610.7K | −$39.2K | Cut−$80.2K |
| Perigon Wealth Management, LLC | 8.97K | $535.5K | −$34.3K | Cut−$232.3K |
| Advyzon Investment Management, LLC | 8.73K | $521.2K | −$33.4K | Cut−$37.1K |
| Baird Financial Group, Inc. | 8.66K | $516.7K | −$33.1K | Cut−$33.1K |
| OSAIC HOLDINGS, INC. | 8.04K | $480.2K | −$30.4K | Cut−$24.6K |
| Barden Capital Management, Inc. | 8K | $477.4K | −$29K | Cut−$4.18K |
| RAYMOND JAMES FINANCIAL INC | 7.7K | $459.4K | −$29.4K | Cut−$74.2K |
| Corient Private Wealth LLC | 7.28K | $434.2K | −$27.8K | Cut−$79.5K |
| COMMONWEALTH EQUITY SERVICES, LLC | 6.21K | $370.4K | −$23.7K | Cut−$26.3K |
| Aaron Wealth Advisors LLC | 5.96K | $355.8K | −$19K | Added$40.7K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 5.93K | $354K | −$22.7K | Cut−$22.7K |
| Veridan Wealth LLC | 5.68K | $339.3K | −$21.7K | Cut−$31.1K |
| RIDGECREST WEALTH PARTNERS, LLC | 5.14K | $306.7K | −$19.7K | Cut−$19.7K |
| Quantinno Capital Management LP | 4.81K | $286.9K | — | New |
| Envestnet Portfolio Solutions, Inc. | 4.51K | $269.5K | −$17.3K | Cut−$17.3K |
| FLPUTNAM INVESTMENT MANAGEMENT CO | 4.29K | $255.7K | −$16.4K | Cut−$16.4K |
| BLUESTEM FINANCIAL ADVISORS, LLC | 4.29K | $255.7K | −$16.4K | Cut−$16.4K |
| Americana Partners, LLC | 3.52K | $209.9K | −$13K | Cut−$6.25K |
| Sunbelt Securities, Inc. | 3.25K | $194K | −$12.4K | Cut−$12.4K |
| Financial Gravity Asset Management, Inc. | 3.06K | $182.5K | −$11.7K | Cut−$27.3K |
| Bank of Italy | 2.55M | $152.1K | −$9.75K | Cut−$9.75K |
| IFP Advisors, Inc | 2.34K | $139.8K | −$8.96K | Cut−$14.3K |
| BANK OF MONTREAL /CAN/ | 1.61K | $96.3K | −$6.17K | Cut−$6.17K |
| Farther Finance Advisors, LLC | 1.53K | $92.2K | −$3.42K | Added$26.6K |
| Wealth Enhancement Trust Services, Inc. | 1.11K | $66.1K | −$968 | Added$50.1K |
| Millstone Evans Group, LLC | 1.02K | $60.6K | −$3.89K | Cut−$3.89K |
| Provenance Wealth Advisors, LLC | 940 | $56.1K | −$3.6K | Cut−$3.6K |
| ROYAL BANK OF CANADA | 805 | $48K | −$3.08K | Cut−$284K |
| Cornerstone Planning Group LLC | 557 | $37.2K | — | New |
| Geneos Wealth Management Inc. | 586 | $35K | −$2.23K | Cut−$2.05K |
| Ameliora Wealth Management Ltd. | 576 | $34.4K | −$2.2K | Cut−$2.2K |
| Colorado Capital Management, Inc. | 296.8K | $17.7K | −$1.09K | Cut−$444 |
| 1 NORTH WEALTH SERVICES LLC | 260 | $15.5K | −$994 | Cut−$994 |
| Advisory Services Network, LLC | 199 | $11.9K | — | New |
| Rossby Financial, LCC | 158 | $9.51K | — | New |
| Capitol Family Office, Inc. | 99 | $6.29K | $0 | Held |
| VANGUARD ADVISERS INC | 103 | $6.15K | — | Held |
| Ameritas Advisory Services, LLC | 100 | $5.97K | — | New |
| Spire Wealth Management | 76 | $4.56K | −$284 | Cut−$284 |
| Horizon Investments, LLC | 66 | $3.94K | −$127 | Added$1.84K |
| FIRST COMMUNITY TRUST NA | 53 | $3.16K | −$203 | Cut−$203 |
| Larson Financial Group LLC | 35 | $2.09K | −$134 | Cut−$134 |
| PARK AVENUE SECURITIES LLC | 16.4K | $979 | −$61 | Cut−$43 |
| Betterment LLC | 16.1K | $963 | −$54 | Added$65 |
| Cambridge Investment Research Advisors, Inc. | 6.63K | $396 | −$25 | Cut−$60 |
| Western Wealth Management, LLC | 2 | $119 | — | New |