| NORTHERN TRUST CORP | 88.2M | $2.14B | $15.9M | Added$8.27M |
| Bell Investment Advisors, Inc | 2M | $48.5M | $351.6K | Added$1.46M |
| WEST PACES ADVISORS INC. | 1.33M | $32.3M | $223.6K | Added$2.42M |
| ENVESTNET ASSET MANAGEMENT INC | 1.32M | $32.1M | $238.5K | Cut−$784.6K |
| Boltwood Capital Management | 905.3K | $21.9M | $142K | Added$2.97M |
| MORGAN STANLEY | 901.1K | $21.8M | $158.4K | Added$675.7K |
| WELLS FARGO & COMPANY/MN | 628.7K | $15.2M | $89.8K | Added$3.24M |
| 5th Street Advisors, LLC | 538.7K | $13.1M | $91.6K | Added$817.5K |
| Valmark Advisers, Inc. | 479.4K | $11.6M | $86.3K | Added$54.2K |
| MML INVESTORS SERVICES, LLC | 463.4K | $11.2M | $83.4K | Cut−$1.24M |
| VeraBank, N.A. | 445.7K | $10.8M | $79K | Added$242K |
| Klingman & Associates, LLC | 266K | $6.45M | $47.3K | Added$122.8K |
| GOLDMAN SACHS GROUP INC | 254.1K | $6.16M | $31.3K | Added$1.97M |
| BANK OF AMERICA CORP /DE/ | 239.2K | $5.8M | $37.6K | Added$769.4K |
| STRATEGIC INVESTMENT MANAGEMENT, LLC | 238.4K | $5.78M | $42.9K | Added$42.9K |
| LAKE STREET PRIVATE WEALTH, LLC | 208.6K | $5.06M | $34K | Added$515.9K |
| Delos Wealth Advisors, LLC | 200.1K | $4.85M | $31.1K | Added$698.7K |
| LPL Financial LLC | 164K | $3.97M | $28.8K | Added$131.5K |
| Creative Planning | 123.5K | $2.99M | $22.2K | Cut−$39.2K |
| RAYMOND JAMES FINANCIAL INC | 117.9K | $2.86M | $21.2K | Cut−$412.2K |
| Citadel | 104.9K | $2.54M | $16.9K | Added$277.9K |
| BANK OF MONTREAL /CAN/ | 98.5K | $2.39M | $2.97K | Added$1.99M |
| Lynx Investment Advisory | 87.2K | $2.11M | $6.19K | Added$1.29M |
| ROYAL BANK OF CANADA | 84.6K | $2.05M | $2.43K | Added$1.65M |
| Emerald Investment Advisers, LLC | 74.6K | $1.81M | — | Held |
| Cornerstone National Bank & Trust Co | 74.6K | $1.8M | $8.58K | Cut−$289.9K |
| VestGen Advisors, LLC | 70K | $1.7M | — | New |
| Cetera Investment Advisers | 69K | $1.67M | $7.61K | Added$655.6K |
| VestGen Investment Management | 67.8K | $1.64M | $11.4K | Added$124.1K |
| PARK NATIONAL CORP /OH/ | 62.6K | $1.52M | $11.3K | Cut−$1.42M |
| Rossby Financial, LCC | 60K | $1.45M | $6.9K | Added$4.45K |
| TIEMANN INVESTMENT ADVISORS, LLC | 47.8K | $1.16M | $8.43K | Added$32.7K |
| Dorsey & Whitney Trust CO LLC | 41.7K | $1.01M | $6.6K | Added$127.8K |
| Focus Partners Wealth | 41.5K | $1.01M | $7.47K | Cut−$96.2K |
| TRB Wealth Management, LLC | 39.1K | $948.6K | — | Held |
| Mutual Advisors, LLC | 38.3K | $928.4K | $6.69K | Added$33.5K |
| Tower Research Capital LLC (TRC) | 35.3K | $855.3K | $7 | Added$854.2K |
| MONECO ADVISORS, LLC | 33.6K | $815.6K | $4.86K | Added$164.7K |
| Atria Investments, Inc | 30.9K | $748.5K | $3.26K | Added$312.7K |
| First Heartland Consultants, Inc. | 29.9K | $725.6K | $3.09K | Added$312.1K |
| SIMON QUICK ADVISORS, LLC | 29.7K | $719.5K | $5.34K | Added$3.44K |
| CoreCap Advisors, LLC | 29.6K | $717.5K | $4.55K | Added$108.9K |
| Granite Harbor Advisors, Inc. | 29.6K | $717.1K | $5.32K | Added$5.33K |
| FFT WEALTH MANAGEMENT LLC | 29.4K | $711.7K | $4.2K | Added$150.3K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 27.6K | $669.4K | — | New |
| Trace Wealth Advisors, LLC | 24.6K | $596.5K | $3.82K | Added$85.5K |
| Cerity Partners LLC | 22.7K | $550.7K | $4.09K | Cut−$33K |
| OSAIC HOLDINGS, INC. | 22K | $533.8K | $3.97K | Cut−$105.4K |
| HIGHLINE WEALTH PARTNERS LLC | 20.6K | $500.5K | — | New |
| Redhawk Wealth Advisors, Inc. | 19.7K | $477.8K | — | New |
| M.E. ALLISON & CO., INC. | 19.2K | $466.2K | $3.46K | Added$3.46K |
| UBS Group AG | 18.5K | $447.3K | $3.32K | Cut−$196.6K |
| Holcombe Financial, Inc. | 17.5K | $423.6K | $3.06K | Added$12.5K |
| IFP Advisors, Inc | 16.6K | $402K | $2.15K | Added$115.3K |
| SeaCrest Wealth Management, LLC | 16.2K | $393K | — | New |
| Advisory Services Network, LLC | 15.4K | $372.6K | $2.77K | Added$2.77K |
| INTERACTIVE FINANCIAL ADVISORS, INC. | 15.3K | $371K | $2.74K | Cut−$5.01K |
| Cherry Tree Wealth Management, LLC | 14.5K | $351.7K | $2.61K | Cut−$61.7K |
| Horizon Investments, LLC | 14K | $335.7K | −$71 | Added$165.2K |
| COMMONWEALTH EQUITY SERVICES, LLC | 13.8K | $334.5K | $2.49K | Cut−$39.8K |
| Alamar Capital Management, LLC | 13.8K | $333.3K | $2.47K | Added$2.48K |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | 13.7K | $331.1K | $2.36K | Added$15.1K |
| FIFTH THIRD BANCORP | 12.8K | $310.4K | — | New |
| CERTUITY, LLC | 12.6K | $305.4K | $2.27K | Added$2.27K |
| STIFEL FINANCIAL CORP | 11.5K | $277.6K | $2.06K | Cut−$90.9K |
| Patriot Financial Group Insurance Agency, LLC | 11.3K | $273.6K | — | New |
| WealthPlan Investment Management, LLC | 11.1K | $268.2K | — | New |
| TWO SIGMA SECURITIES, LLC | 10.9K | $265.2K | $1.97K | Cut−$26.9K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 9.57K | $232.1K | $305 | Added$191.3K |
| Sequoia Financial Advisors, LLC | 9.18K | $222.5K | $1.65K | Added$1.65K |
| AWM CAPITAL, LLC | 8.83K | $214.1K | $1.59K | Cut−$16.3K |
| CHOREO, LLC | 8.8K | $213.3K | $1.57K | Added$1.57K |
| Endowment Wealth Management, Inc. | 8.65K | $209.7K | — | New |
| Gerber Kawasaki Wealth & Investment Management | 8.46K | $205K | $1.52K | Added$1.52K |
| PNC Financial Services Group, Inc. | 8.04K | $195K | — | New |
| Caldwell Trust Co | 7.43K | $180.2K | $1.07K | Added$37.2K |
| GeoWealth Management, LLC | 5.58K | $135.1K | $947 | Added$8.51K |
| CAMBIENT FAMILY OFFICE, LLC | 4.96K | $120.3K | $893 | Cut−$87.3K |
| MORGAN DEMPSEY CAPITAL MANAGEMENT LLC | 4.93K | $119.4K | $887 | Added$887 |
| MAI Capital Management | 4.74K | $114.8K | $852 | Added$852 |
| Steward Partners Investment Advisory, LLC | 3.36K | $81.4K | $605 | Added$605 |
| Smartleaf Asset Management LLC | 2.98K | $72.2K | $532 | Cut−$623.1K |
| Qube Research & Technologies Ltd | 2.86K | $69.4K | — | New |
| JONES FINANCIAL COMPANIES LLLP | 2.76K | $66.8K | $319 | Cut−$5.29K |
| Rock Creek Group, LP | 2.06K | $50K | $371 | Added$371 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 2.02K | $49.1K | $55 | Added$41.7K |
| HARBOUR INVESTMENTS, INC. | 1.48K | $35.9K | $61 | Added$27.7K |
| Allworth Financial LP | 1.4K | $33.8K | $251 | Added$251 |
| CWM, LLC | 851 | $20.6K | $20.6K | Added$20.6K |
| US BANCORP \DE\ | 807 | $19.6K | $146 | Cut−$18.7K |
| GABLES CAPITAL MANAGEMENT INC. | 540 | $13.1K | $98 | Added$98 |
| Key Financial Inc | 481 | $11.7K | $86 | Added$86 |
| Bank of New Hampshire | 435 | $10.5K | $78 | Added$78 |
| Birchwood Financial Partners, Inc. | 375 | $9.09K | $67 | Cut−$8.96K |
| HORIZON BANCORP INC /IN/ | 366.6K | $8.89K | $61 | Added$650 |
| Activest Wealth Management | 331 | $8.03K | $59 | Added$59 |
| Farther Finance Advisors, LLC | 218 | $5.27K | — | New |
| Fidelity | 188 | $4.55K | $32 | Cut−$8.07K |
| Ancora Advisors LLC | 121 | $2.93K | $22 | Added$22 |
| UNION SAVINGS BANK | 81 | $1.96K | $14 | Added$14 |
| BNP PARIBAS FINANCIAL MARKETS | 78 | $1.89K | $14 | Added$14 |
| JPMORGAN CHASE & CO | 75 | $1.82K | $13 | Added$13 |
| FLOW TRADERS U.S. LLC | 49.6K | $1.2K | — | New |
| Cambridge Investment Research Advisors, Inc. | 31.9K | $774 | $5 | Added$21 |
| HRT FINANCIAL LP | 23.8K | $576 | $2 | Added$355 |
| WEDBUSH SECURITIES INC | 16.4K | $397 | $2 | Added$29 |
| BESSEMER GROUP INC | 8.65K | $210 | $0 | Added$163 |
| CX Institutional | 2.3K | $56 | $1 | Added$1 |
| HUNTINGTON NATIONAL BANK | 1 | $24 | $0 | Held |