| NORTHERN TRUST CORP | 5.71M | $1.38B | −$40.5M | Added$3.64M |
| MORGAN STANLEY | 181.4K | $43.8M | −$1.33M | Cut−$1.28M |
| Capstone Financial Advisors, Inc. | 163.5K | $39.5M | −$1.2M | Cut−$2.45M |
| ENVESTNET ASSET MANAGEMENT INC | 136.3K | $32.9M | −$959.4K | Added$308.7K |
| COMMONWEALTH EQUITY SERVICES, LLC | 106.4K | $25.7M | −$778.4K | Cut−$1.69M |
| RVW Wealth, LLC | 68.3K | $16.5M | −$499.7K | Cut−$943.9K |
| Sageworth Trust Co | 66.5K | $16.1M | −$486.9K | Cut−$1.48M |
| Creative Planning | 64.9K | $15.7M | −$12.2K | Added$15.2M |
| MML INVESTORS SERVICES, LLC | 35.8K | $8.63M | −$261.6K | Cut−$1.41M |
| LPL Financial LLC | 29.5K | $7.11M | −$215.6K | Cut−$545.3K |
| Cetera Investment Advisers | 28.8K | $6.96M | −$207.9K | Cut−$101.7K |
| Trace Wealth Advisors, LLC | 24.5K | $5.92M | −$179.4K | Cut−$179.4K |
| Greenspring Advisors, LLC | 23.7K | $5.72M | −$173.5K | Cut−$446K |
| WELLS FARGO & COMPANY/MN | 18.6K | $4.5M | −$136.2K | Cut−$227.4K |
| Corient Private Wealth LLC | 17.3K | $4.18M | −$126.7K | Cut−$150.3K |
| Efficient Advisors, LLC | 15.1K | $3.63M | −$110.1K | Cut−$509.5K |
| UBS Group AG | 14.7K | $3.56M | −$106.3K | Cut−$54.4K |
| Goldstein Advisors, LLC | 13.8K | $3.34M | −$101.3K | Cut−$137.3K |
| Ballentine Capital Advisors, Inc | 12.2K | $2.94M | −$89.2K | Cut−$108.1K |
| ROYAL BANK OF CANADA | 12.1K | $2.93M | −$89.1K | Cut−$113K |
| Discipline Wealth Solutions, LLC | 10.9K | $2.62M | −$71.6K | Added$189.8K |
| AMG National Trust Bank | 10.7K | $2.58M | −$78.3K | Cut−$78.3K |
| BRIDGES INVESTMENT MANAGEMENT INC | 10.1K | $2.44M | −$74K | Cut−$74K |
| RAYMOND JAMES FINANCIAL INC | 7.99K | $1.93M | −$49K | Added$263.1K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 7.96K | $1.92M | −$58.3K | Cut−$6.57M |
| Clear Point Advisors Inc. | 33.3K | $1.92M | — | New |
| BANK OF MONTREAL /CAN/ | 7.27K | $1.75M | −$14.3K | Added$1.27M |
| Integrated Wealth Concepts LLC | 6.78K | $1.64M | −$49.7K | Cut−$77.5K |
| Wealthspire Advisors, LLC | 6.59K | $1.59M | −$48.2K | Cut−$48.2K |
| Greenfield Savings Bank | 5.5K | $1.33M | −$40.2K | Cut−$40.3K |
| BANK OF AMERICA CORP /DE/ | 4.84K | $1.17M | −$35.4K | Cut−$346.1K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 4.5K | $1.1M | −$46.3K | Cut−$408.9K |
| WealthPlan Investment Management, LLC | 4.54K | $1.1M | — | New |
| OSAIC HOLDINGS, INC. | 4.39K | $1.06M | −$27.2K | Added$135.5K |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 4.24K | $1.02M | — | Held |
| Lido Advisors, LLC | 3.84K | $926.6K | −$3.54K | Cut−$53.5K |
| Rothschild Wealth LLC | 3.77K | $910K | — | New |
| VICTORY FINANCIAL GROUP, LLC | 3.69K | $889.4K | −$22.9K | Added$112K |
| Kestra Advisory Services, LLC | 3.67K | $884.9K | −$26.7K | Cut−$33.9K |
| Plante Moran Financial Advisors, LLC | 3.54K | $854K | −$25.9K | Cut−$25.9K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 3.31K | $799.1K | −$24.3K | Cut−$714.4K |
| KEYBANK NATIONAL ASSOCIATION/OH | 3.29K | $793.6K | −$24.1K | Cut−$24.1K |
| VestGen Advisors, LLC | 2.77K | $744.3K | — | New |
| UMB Bank, n.a. | 2.94K | $708.7K | −$21.5K | Cut−$21.5K |
| ZACKS INVESTMENT MANAGEMENT | 2.9K | $700K | −$21.2K | Cut−$21.2K |
| Comprehensive Money Management Services LLC | 2.86K | $689.6K | −$20.9K | Cut−$20.9K |
| Vise Technologies, Inc. | 2.75K | $683.9K | $0 | Held |
| BOKF, NA | 2.8K | $676.3K | −$20.5K | Cut−$20.5K |
| Keating Financial Advisory Services, Inc. | 2.75K | $662.6K | −$20.1K | Cut−$20.1K |
| EJMK Ventures LLC | 2.66K | $643K | −$19.5K | Cut−$48.8K |
| PARK NATIONAL CORP /OH/ | 2.61K | $630.7K | −$19.1K | Cut−$32.8K |
| Allworth Financial LP | 2.6K | $626.6K | −$19K | Cut−$19K |
| VestGen Investment Management | 2.33K | $562.6K | −$17.1K | Cut−$20.3K |
| Bank of New York Mellon Corp | 2.27K | $549.2K | −$16.5K | Cut−$96.6K |
| Essex Bank | 2.04K | $493.6K | −$15K | Cut−$15K |
| Portland Global Advisors LLC | 2.02K | $487.8K | −$14.8K | Cut−$14.8K |
| Emerald Investment Advisers, LLC | 2K | $480.7K | — | Held |
| AWM CAPITAL, LLC | 1.96K | $474K | −$14.3K | Cut−$13.3K |
| CAPTRUST FINANCIAL ADVISORS | 1.93K | $466.6K | −$13K | Added$23.9K |
| Rockefeller Capital Management L.P. | 1.88K | $454.6K | −$13.9K | Cut−$13.4K |
| CIBC Bancorp USA Inc. | 1.8K | $434.5K | — | Held |
| Baird Financial Group, Inc. | 1.48K | $357.2K | −$10.8K | Cut−$10.8K |
| Wealth Architects, LLC | 1.45K | $349.5K | −$10.6K | Cut−$31.5K |
| Cerity Partners LLC | 1.4K | $337.9K | −$10.2K | Cut−$10.2K |
| BLAIR WILLIAM & CO/IL | 1.39K | $334.5K | −$10.1K | Cut−$11.4K |
| SeaCrest Wealth Management, LLC | 1.35K | $326.3K | — | New |
| US BANCORP \DE\ | 1.34K | $322.7K | — | New |
| Orca Investment Management, LLC | 1.24K | $299.9K | −$9.1K | Cut−$33.7K |
| World Investment Advisors | 1.19K | $288.2K | −$8.74K | Cut−$8.74K |
| Vestmark Advisory Solutions, Inc. | 1.19K | $288.2K | — | New |
| Valeo Financial Advisors, LLC | 1.05K | $254.2K | −$7.63K | Cut−$7.15K |
| M&T Bank Corp | 1.02K | $245.7K | −$7.45K | Cut−$22.4K |
| L & S Advisors Inc | 1.02K | $245.5K | −$7.44K | Cut−$17.9K |
| Aberdeen Wealth Management LLC | 1K | $242.6K | −$7.36K | Cut−$7.36K |
| AMERIPRISE FINANCIAL INC | 926 | $223.5K | −$6.78K | Cut−$26.9K |
| Wealth Advisors of Tampa Bay, LLC | 916 | $221.1K | −$6.7K | Cut−$6.7K |
| MKT Advisors LLC | 839 | $205.2K | −$5.88K | Cut−$5.88K |
| Patriot Financial Group Insurance Agency, LLC | 836 | $201.9K | — | New |
| Fidelity | 829 | $200.1K | −$6.07K | Cut−$6.07K |
| HARBOUR INVESTMENTS, INC. | 818 | $197.4K | −$1.24K | Added$155.2K |
| PNC Financial Services Group, Inc. | 732 | $176.7K | −$5.36K | Cut−$5.36K |
| CoreCap Advisors, LLC | 732 | $176.7K | −$4.87K | Added$11.3K |
| Trifecta Capital Advisors, LLC | 713 | $172.1K | −$5.22K | Cut−$5.22K |
| CNB Bank | 644 | $155.4K | −$4.71K | Cut−$4.71K |
| Versant Capital Management, Inc | 600 | $144.8K | −$4.39K | Cut−$4.39K |
| Tower Research Capital LLC (TRC) | 587 | $141.7K | — | New |
| IFG Advisory, LLC | 577 | $139.3K | — | New |
| GeoWealth Management, LLC | 440 | $106.2K | −$3.07K | Added$2K |
| CURIO WEALTH, LLC | 335 | $80.9K | −$3.55K | Cut−$3.55K |
| GILL CAPITAL PARTNERS, LLC | 257 | $62K | — | New |
| WEST PACES ADVISORS INC. | 243 | $58.7K | −$1.78K | Cut−$1.78K |
| Golden State Wealth Management, LLC | 227 | $55K | −$1.67K | Cut−$1.67K |
| CWM, LLC | 200 | $48.3K | $48.2K | Added$48.2K |
| Qube Research & Technologies Ltd | 186 | $44.9K | — | New |
| Cornerstone Planning Group LLC | 154 | $40.7K | $1.39K | Added$1.65K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 125 | $30.2K | — | New |
| Wilmington Savings Fund Society, FSB | 121 | $29.2K | −$886 | Cut−$886 |
| HIGHLINE WEALTH PARTNERS LLC | 112 | $27K | — | New |
| ASSETMARK, INC | 61 | $14.7K | −$447 | Cut−$1.69K |
| Cherry Tree Wealth Management, LLC | 26 | $6.28K | −$190 | Cut−$190 |
| SENTINEL TRUST CO LBA | 25.6K | $6.18K | −$188 | Cut−$294 |
| Cambridge Investment Research Advisors, Inc. | 20.9K | $5.04K | −$153 | Cut−$198 |
| IFP Advisors, Inc | 20 | $4.83K | −$147 | Cut−$147 |
| Global Wealth Strategies & Associates | 12 | $2.9K | −$88 | Cut−$88 |
| BESSEMER GROUP INC | 6.86K | $1.66K | −$50 | Cut−$50 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 5 | $1.21K | −$36 | Cut−$36 |
| FLOW TRADERS U.S. LLC | 2.15K | $519 | — | New |
| Thrivent Financial for Lutherans | 1.68K | $405 | −$15 | Cut−$15 |
| Envision Financial Transparency, LLC | 1.64K | $397 | — | Held |