| NORTHERN TRUST CORP | 3.85M | $361.7M | $4.84M | Added$534.6K |
| Capstone Financial Advisors, Inc. | 458.2K | $43.1M | $576.3K | Added$429.1K |
| ENVESTNET ASSET MANAGEMENT INC | 371.2K | $34.9M | $467K | Cut−$5.53M |
| Harbour Trust & Investment Management Co | 151.5K | $14.2M | $173.3K | Added$1.47M |
| COMMONWEALTH EQUITY SERVICES, LLC | 128.5K | $12.1M | $153.7K | Added$734.8K |
| MML INVESTORS SERVICES, LLC | 108.5K | $10.2M | $136.5K | Cut−$3.3M |
| Cornerstone National Bank & Trust Co | 103K | $9.86M | $306K | Cut−$568K |
| Creative Planning | 64.7K | $6.09M | — | New |
| LPL Financial LLC | 63.3K | $5.95M | $79.6K | Cut−$107.1K |
| MORGAN STANLEY | 50.3K | $4.73M | $62.4K | Added$134.2K |
| JANE STREET GROUP, LLC | 43.8K | $4.12M | — | New |
| Cetera Investment Advisers | 36.1K | $3.39M | $45.4K | Cut−$27.7K |
| LRI Investments, LLC | 26.4K | $2.48M | $33.2K | Added$33.2K |
| Discipline Wealth Solutions, LLC | 22.5K | $2.12M | $27K | Added$127.9K |
| BRIDGES INVESTMENT MANAGEMENT INC | 22.4K | $2.1M | $21.5K | Added$517.7K |
| Efficient Advisors, LLC | 20.5K | $1.93M | $25.8K | Cut−$497.8K |
| Baird Financial Group, Inc. | 19.6K | $1.84M | $24.2K | Added$55.3K |
| Arlington Trust Co LLC | 17.2K | $1.62M | $21.6K | Added$21.6K |
| GOLDMAN SACHS GROUP INC | 15.6K | $1.47M | — | New |
| Trace Wealth Advisors, LLC | 13.4K | $1.26M | $16.9K | Added$16.9K |
| JPMORGAN CHASE & CO | 13.5K | $1.23M | −$20.1K | Cut−$9.8K |
| WealthPlan Investment Management, LLC | 10.4K | $975K | — | New |
| Integrated Wealth Concepts LLC | 8.76K | $822.9K | $10.7K | Added$34.4K |
| VICTORY FINANCIAL GROUP, LLC | 8.72K | $819.3K | $10.2K | Added$63.5K |
| VestGen Advisors, LLC | 8.11K | $815.8K | — | New |
| Cyndeo Wealth Partners, LLC | 8.33K | $783.3K | $10.5K | Added$8.9K |
| Citadel | 8.25K | $775.6K | — | New |
| RAYMOND JAMES FINANCIAL INC | 8.21K | $771.4K | $9.31K | Added$85K |
| Corient Private Wealth LLC | 8.17K | $767.9K | $10.3K | Added$10.3K |
| BANK OF MONTREAL /CAN/ | 8.09K | $760.7K | — | New |
| STIFEL FINANCIAL CORP | 7.32K | $688.4K | $9.21K | Cut−$62 |
| EJMK Ventures LLC | 7.21K | $677.4K | $9.06K | Cut−$38.2K |
| Vise Technologies, Inc. | 7.25K | $672.5K | $0 | Held |
| VestGen Investment Management | 6.88K | $646.7K | $8.65K | Cut−$153.1K |
| Herold Advisors, Inc. | 6.4K | $601.8K | $8.06K | Cut−$24.6K |
| PARK NATIONAL CORP /OH/ | 6.19K | $581.4K | $7.78K | Cut−$4.09K |
| BLAIR WILLIAM & CO/IL | 5.78K | $542.9K | $7.26K | Added$4.2K |
| OSAIC HOLDINGS, INC. | 5.36K | $503.4K | $5.69K | Added$84.2K |
| BOKF, NA | 5.34K | $501.6K | $6.71K | Cut−$70.9K |
| Wealth Architects, LLC | 5.21K | $489.9K | $6.61K | Cut−$18.7K |
| SeaCrest Wealth Management, LLC | 4.36K | $409.7K | — | New |
| Retirement Planning Group, LLC | 4.25K | $399.1K | $5.34K | Added$5.34K |
| Forum Financial Management, LP | 4.08K | $383.4K | $5.13K | Added$5.13K |
| Hudson Portfolio Management LLC | 4.07K | $382.2K | — | New |
| AlphaCore Capital LLC | 4.06K | $381.8K | $5.19K | Added$5.47K |
| Patriot Financial Group Insurance Agency, LLC | 3.95K | $371.2K | — | New |
| PATTON ALBERTSON MILLER GROUP, LLC | 3.95K | $371K | $4.96K | Added$4.96K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 3.9K | $370.1K | — | New |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 3.68K | $345.5K | $4.62K | Added$4.62K |
| SAGESPRING WEALTH PARTNERS, LLC | 3.48K | $327.4K | $4.22K | Added$15.9K |
| Greenspring Advisors, LLC | 3.06K | $287.5K | $3.79K | Cut−$48.7K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 2.93K | $275.6K | $3.67K | Added$3.76K |
| CoreCap Advisors, LLC | 2.75K | $258.2K | $3.45K | Added$2.71K |
| Chicago Partners Investment Group LLC | 2.52K | $247.6K | $2.99K | Added$3.28K |
| CAPTRUST FINANCIAL ADVISORS | 2.63K | $247.6K | $3.31K | Added$3.31K |
| Kestra Advisory Services, LLC | 2.42K | $227.6K | $3.08K | Cut−$7.77K |
| WHITTIER TRUST CO | 2.38K | $227.2K | $1.84K | Added$1.84K |
| Gladstone Institutional Advisory LLC | 2.38K | $223.3K | $2.94K | Added$6.42K |
| Atria Investments, Inc | 2.32K | $217.7K | $2.84K | Added$8.29K |
| First Heartland Consultants, Inc. | 2.32K | $217.7K | $2.84K | Added$8.29K |
| HARBOUR INVESTMENTS, INC. | 2.18K | $204.6K | $474 | Added$169.7K |
| WELLS FARGO & COMPANY/MN | 1.94K | $182.3K | $2.35K | Added$9.3K |
| GeoWealth Management, LLC | 1.2K | $112.8K | $1.51K | Cut−$3.41K |
| Allworth Financial LP | 1.09K | $102.4K | $1.37K | Added$1.37K |
| Farther Finance Advisors, LLC | 868 | $83.1K | $2.58K | Cut−$3.08K |
| ROYAL BANK OF CANADA | 884 | $83K | $1K | Added$1K |
| UBS Group AG | 765 | $71.9K | $963 | Added$963 |
| Fidelity | 592 | $55.6K | $744 | Added$744 |
| HIGHLINE WEALTH PARTNERS LLC | 420 | $39.5K | — | New |
| CURIO WEALTH, LLC | 386 | $36.3K | $292 | Added$292 |
| Parallel Advisors, LLC | 360 | $33.8K | $453 | Added$453 |
| Cornerstone Planning Group LLC | 337 | $33.3K | $216 | Added$315 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 290 | $27.3K | $76 | Added$21.6K |
| PRIVATE TRUST CO NA | 258 | $24.2K | $325 | Added$325 |
| Larson Financial Group LLC | 218 | $20.5K | $274 | Added$274 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 146 | $13.7K | — | New |
| Wilmington Savings Fund Society, FSB | 88 | $8.27K | $111 | Added$111 |
| First PREMIER Bank | 24.7K | $2.33K | $32 | Added$32 |
| Cambridge Investment Research Advisors, Inc. | 7.15K | $672 | $9 | Added$29 |
| BESSEMER GROUP INC | 3.24K | $305 | $4 | Added$4 |
| CX Institutional | 653 | $61 | −$0 | Held |
| VESTOR CAPITAL, LLC | 487 | $46 | $33 | Added$1 |