| NORTHERN TRUST CORP | 11.1M | $880.4M | −$19.1M | Cut−$29M |
| TIAA Wealth Investment Management LLC | 2.3M | $177.7M | — | Held |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 1.6M | $126.5M | — | Held |
| Icahn Capital | 555K | $43.9M | — | New |
| KEYBANK NATIONAL ASSOCIATION/OH | 547.5K | $43.3M | −$928.7K | Cut−$333K |
| VeraBank, N.A. | 463.3K | $36.6M | −$792.2K | Cut−$576.3K |
| Bank of New York Mellon Corp | 426.2K | $33.7M | −$623.3K | Added$4.43M |
| LPL Financial LLC | 320.1K | $25.3M | −$550.6K | Cut−$3.65M |
| ENVESTNET ASSET MANAGEMENT INC | 317.9K | $25.1M | −$519.8K | Added$720.4K |
| BANK OF AMERICA CORP /DE/ | 302.4K | $23.9M | −$431.9K | Added$3.62M |
| MORGAN STANLEY | 243.2K | $19.2M | −$418.3K | Cut−$1.07M |
| UBS Group AG | 238.6K | $18.9M | −$370.5K | Added$1.46M |
| Baird Financial Group, Inc. | 195.3K | $15.4M | −$303.7K | Added$1.18M |
| Ledyard National Bank | 151.3K | $12M | −$260.2K | Cut−$2.65M |
| Wealthspire Advisors, LLC | 148K | $11.7M | −$254.4K | Cut−$247.1K |
| BRIDGES INVESTMENT MANAGEMENT INC | 121.7K | $9.63M | −$209.4K | Cut−$271.1K |
| Focus Partners Wealth | 113.6K | $8.99M | −$195.5K | Cut−$7.48M |
| Orion Porfolio Solutions, LLC | 96.5K | $7.63M | −$166K | Cut−$728.8K |
| CFS Investment Advisory Services, LLC | 73.6K | $6.26M | $312.8K | Cut−$192.2K |
| JPMORGAN CHASE & CO | 80.9K | $6.25M | −$258.8K | Added$439.4K |
| BENJAMIN EDWARDS INC | 77.3K | $6.12M | −$132.1K | Cut−$91.6K |
| WELLS FARGO & COMPANY/MN | 76.4K | $6.04M | −$131.4K | Cut−$1.04M |
| Magnus Financial Group LLC | 66.5K | $5.26M | −$114.1K | Cut−$101.9K |
| GOLDMAN SACHS GROUP INC | 65K | $5.14M | −$86K | Added$1.1M |
| MML INVESTORS SERVICES, LLC | 63.7K | $5.03M | −$109.5K | Cut−$496.4K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 52.1K | $4.14M | −$129.4K | Cut−$4.73M |
| VestGen Advisors, LLC | 45.7K | $3.98M | — | New |
| OSAIC HOLDINGS, INC. | 49.5K | $3.92M | −$85.2K | Cut−$645.7K |
| VestGen Investment Management | 45.8K | $3.63M | −$73.1K | Added$191.7K |
| COMMONWEALTH EQUITY SERVICES, LLC | 44.2K | $3.5M | −$76K | Cut−$360.1K |
| CVA Family Office, LLC | 41.9K | $3.31M | −$72.1K | Cut−$115.7K |
| TIAA TRUST, NATIONAL ASSOCIATION | 34.9K | $2.76M | −$73.3K | Cut−$328.1M |
| Allworth Financial LP | 34.9K | $2.76M | −$60.1K | Cut−$134.1K |
| RAYMOND JAMES FINANCIAL INC | 34.5K | $2.73M | −$47.1K | Added$517.3K |
| ROYAL BANK OF CANADA | 32.3K | $2.55M | −$53.8K | Added$10K |
| FIRST FOUNDATION ADVISORS | 30.6K | $2.42M | −$52.7K | Cut−$72.2K |
| Sageworth Trust Co | 29.7K | $2.35M | −$51K | Cut−$51K |
| HM PAYSON & CO | 22.2K | $1.76M | −$38.2K | Cut−$38.2K |
| MATHER GROUP, LLC. | 21K | $1.66M | −$36.1K | Cut−$50K |
| Anson Capital, Inc. | 20.6K | $1.63M | −$29.5K | Added$243.2K |
| Bryn Mawr Trust Advisors, LLC | 19.8K | $1.57M | −$34.1K | Cut−$34.1K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 19K | $1.5M | −$25.2K | Added$313.5K |
| Citadel | 18.3K | $1.45M | — | New |
| COMMERCE BANK | 17.6K | $1.39M | −$30.2K | Cut−$30.2K |
| Clayton Financial Group LLC | 17K | $1.34M | −$29.2K | Cut−$29.2K |
| Atria Investments, Inc | 16.7K | $1.32M | −$11.7K | Added$771.6K |
| Selby Wealth Management, LLC | 16.5K | $1.31M | −$28.4K | Cut−$28.4K |
| Corient Private Wealth LLC | 16.3K | $1.29M | −$28K | Cut−$28K |
| First Heartland Consultants, Inc. | 15.6K | $1.24M | −$9.81K | Added$776.7K |
| Rockefeller Capital Management L.P. | 15.3K | $1.21M | −$26.3K | Cut−$31.6K |
| Valued Retirements, Inc. | 15K | $1.19M | −$25.8K | Cut−$25.8K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 14.5K | $1.15M | — | New |
| Sageworth Trust Co of South Dakota | 14.5K | $1.14M | −$24.9K | Cut−$35.2K |
| FIRST FINANCIAL CORP /IN/ | 14.3K | $1.13M | −$24.6K | Cut−$1.03M |
| GTS SECURITIES LLC | 14.1K | $1.12M | — | New |
| Beacon Pointe Advisors, LLC | 13.5K | $1.07M | −$12.6K | Added$472.8K |
| Cetera Investment Advisers | 13.4K | $1.06M | −$23.1K | Cut−$50K |
| Creative Planning | 12.9K | $1.02M | −$22.2K | Cut−$161.7K |
| VISTA CAPITAL PARTNERS, INC. | 11.8K | $930.3K | −$20.2K | Cut−$20.2K |
| Fidelity | 10.7K | $844.9K | −$18.3K | Cut−$14.4K |
| BANK OF MONTREAL /CAN/ | 10K | $792.4K | −$17.2K | Cut−$22.2K |
| Cedar Wealth Management, LLC | 9.97K | $788.3K | −$17.1K | Cut−$17.1K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 9.85K | $779.2K | −$15.7K | Added$42.2K |
| JANE STREET GROUP, LLC | 9.83K | $777.2K | — | New |
| PARSONS CAPITAL MANAGEMENT INC/RI | 9.82K | $776.4K | −$16.9K | Cut−$16.9K |
| Horizon Family Wealth, Inc. | 9.62K | $760.8K | −$16.5K | Cut−$14.6K |
| Kestra Advisory Services, LLC | 8.75K | $692.1K | −$15K | Cut−$57.2K |
| Addison Advisors LLC | 8.68K | $686.6K | −$14.9K | Cut−$31.1K |
| WealthPlan Investment Management, LLC | 8.41K | $665.3K | −$7.93K | Added$292.6K |
| JONES FINANCIAL COMPANIES LLLP | 8.38K | $650.9K | −$24.7K | Added$8.54K |
| Firestone Capital Management | 8.16K | $645.4K | −$14K | Cut−$14K |
| MAI Capital Management | 7.84K | $620K | −$13.5K | Cut−$32.2K |
| PACIFIC SUN FINANCIAL CORP | 7.55K | $597.5K | −$13K | Cut−$27.5K |
| Charter Capital Management, LLC\DE | 7.54K | $596.1K | −$13K | Cut−$13K |
| M. Kraus & Co | 7.5K | $593.2K | −$12.9K | Cut−$53.3K |
| Geneos Wealth Management Inc. | 7.37K | $583.2K | −$12.7K | Cut−$12.7K |
| WEST MICHIGAN ADVISORS, LLC | 6.89K | $545.1K | −$11.9K | Cut−$29.8K |
| One Capital Management, LLC | 6.73K | $532.3K | −$9.53K | Added$84.7K |
| US BANCORP \DE\ | 6.7K | $529.7K | −$6.62K | Added$218.9K |
| PNC Financial Services Group, Inc. | 6.69K | $529.1K | −$11.5K | Cut−$150.9K |
| MGO ONE SEVEN LLC | 6.36K | $502.9K | −$10.9K | Cut−$29K |
| Prospera Financial Services Inc | 6.2K | $490K | −$10.6K | Cut−$7.91K |
| Legacy Edge Advisors, LLC | 6.18K | $489.2K | −$10.6K | Cut−$19K |
| Emerald Investment Advisers, LLC | 6.18K | $488.4K | — | Held |
| Live Oak Private Wealth LLC | 5.58K | $441.5K | −$9.6K | Cut−$9.6K |
| EQUITABLE TRUST CO | 5.5K | $435K | −$9.46K | Cut−$9.46K |
| AMERIPRISE FINANCIAL INC | 5.41K | $427.7K | −$9.65K | Cut−$1.57M |
| Quantinno Capital Management LP | 5.37K | $424.3K | −$8.69K | Added$15.9K |
| Meridian Wealth Management, LLC | 5.07K | $400.7K | −$8.71K | Cut−$8.71K |
| WealthPoint Financial, LLC | 4.88K | $394.4K | $0 | Held |
| Shore Point Advisors, LLC | 4.98K | $394.2K | −$8.57K | Cut−$8.57K |
| CAPTRUST FINANCIAL ADVISORS | 4.85K | $383.8K | −$5.58K | Added$121.1K |
| EP Wealth Advisors, LLC | 4.82K | $381.5K | −$8.3K | Cut−$8.3K |
| Johnson Financial Group, Inc. | 4.5K | $355.9K | −$7.74K | Cut−$7.74K |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | 4.21K | $333.4K | −$7.01K | Added$4.07K |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | 4.09K | $323.5K | −$7.03K | Cut−$7.04K |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | 3.98K | $314.7K | — | New |
| MERCER GLOBAL ADVISORS INC /ADV | 3.69K | $292.1K | −$105.4K | Cut−$91.2K |
| Capital Wealth Alliance, LLC | 3.64K | $287.6K | −$16.9K | Cut−$16.9K |
| Mariner, LLC | 3.61K | $285.8K | −$6.22K | Cut−$6.21K |
| GLENMEDE TRUST CO NA | 3.5K | $276.8K | −$6.02K | Cut−$6.02K |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | 3.33K | $263.1K | — | New |
| SNS Financial Group, LLC | 3.33K | $263K | — | New |
| Mutual Advisors, LLC | 3.32K | $262.6K | −$5.65K | Cut−$3.36K |
| LifeSteps Financial, Inc. | 3.31K | $261.4K | −$5.68K | Cut−$5.68K |
| SHEETS SMITH WEALTH MANAGEMENT | 3.3K | $261K | −$5.68K | Cut−$5.68K |
| Vienna Asset Management LLC | 3.29K | $260.2K | −$5.66K | Cut−$5.66K |
| TRUIST FINANCIAL CORP | 3.25K | $257.1K | — | New |
| Savant Capital, LLC | 3.24K | $256K | −$5.57K | Cut−$5.57K |
| CITY NATIONAL BANK OF FLORIDA /MSD | 3.22K | $254.8K | — | New |
| Westmount Partners, LLC | 3.21K | $254.1K | −$5.53K | Cut−$5.53K |
| Investors Research Corp | 3.15K | $249.2K | −$5.3K | Cut−$5 |
| Empire Financial Management Company, LLC | 3.12K | $246.4K | −$5.27K | Cut−$1.4K |
| Perigon Wealth Management, LLC | 3.11K | $246.3K | −$5.36K | Cut−$5.36K |
| MKT Advisors LLC | 3K | $239.4K | −$5.22K | Cut−$5.22K |
| BOKF, NA | 3K | $237.3K | −$5.16K | Cut−$5.16K |
| Stratos Wealth Partners, LTD. | 2.81K | $222.1K | −$4.85K | Cut−$4.61K |
| PRIVATE TRUST CO NA | 2.79K | $220.9K | −$4.8K | Cut−$7.71K |
| Advisory Services Network, LLC | 2.71K | $214.5K | −$4.66K | Cut−$4.67K |
| Mayflower Financial Advisors, LLC | 2.66K | $210.4K | — | New |
| Vavra Capital Management, LLC | 2.59K | $204.8K | −$4.45K | Cut−$4.46K |
| SeaCrest Wealth Management, LLC | 2.54K | $201.2K | — | New |
| Chaney Capital Management, Inc. | 2.54K | $201.1K | −$4.37K | Cut−$4.37K |
| Rossby Financial, LCC | 2.33K | $185.5K | — | New |
| Caldwell Trust Co | 2.28K | $180.3K | −$3.92K | Cut−$3.92K |
| FIFTH THIRD BANCORP | 2.21K | $174.6K | −$3.8K | Cut−$3.8K |
| EVERMAY WEALTH MANAGEMENT LLC | 2.2K | $174K | −$3.78K | Cut−$3.78K |
| HIGHLINE WEALTH PARTNERS LLC | 2.11K | $167.2K | — | New |
| CAMBIENT FAMILY OFFICE, LLC | 2.09K | $165.1K | −$3.59K | Cut−$3.59K |
| Key Financial Inc | 1.89K | $149.7K | −$3.26K | Cut−$3.26K |
| Tower Research Capital LLC (TRC) | 1.82K | $143.6K | — | New |
| Cheviot Value Management, LLC | 1.76K | $139.4K | −$5.92K | Cut−$8.81K |
| IFP Advisors, Inc | 1.61K | $127.7K | −$2.78K | Cut−$2.78K |
| True Wealth Design, LLC | 1.31K | $103.5K | — | New |
| GILL CAPITAL PARTNERS, LLC | 1.11K | $88.1K | — | New |
| Wealth Enhancement Trust Services, Inc. | 1.1K | $87.1K | −$1.89K | Cut−$23.6K |
| CoreCap Advisors, LLC | 1.09K | $86.4K | −$1.44K | Added$18.6K |
| Rossmore Private Capital | 825 | $65.2K | −$1.42K | Cut−$1.42K |
| GAMMA Investing LLC | 822 | $65K | −$1.41K | Cut−$1.41K |
| HOLLENCREST CAPITAL MANAGEMENT | 790 | $62.5K | −$1.36K | Cut−$1.36K |
| Red Tortoise LLC | 783 | $61.9K | −$1.35K | Cut−$1.35K |
| HARBOUR INVESTMENTS, INC. | 703 | $55.6K | — | New |
| Asset Dedication, LLC | 700 | $55.4K | −$1.2K | Cut−$1.2K |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 690 | $54.6K | −$121 | Added$48.9K |
| Harbor Asset Planning, Inc. | 512 | $40.5K | −$858 | Cut−$779 |
| Steward Partners Investment Advisory, LLC | 500 | $39.5K | −$860 | Cut−$860 |
| Keating Financial Advisory Services, Inc. | 445 | $35.2K | −$765 | Cut−$765 |
| PFS Partners, LLC | 442 | $34.9K | −$760 | Cut−$760 |
| Newbridge Financial Services Group, Inc. | 270 | $21.4K | −$465 | Cut−$465 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | 250 | $19.8K | — | New |
| Olistico Wealth, LLC | 225 | $17.8K | −$387 | Cut−$387 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 187 | $14.9K | −$246 | Cut−$64.9K |
| NBC SECURITIES, INC. | 181 | $14.3K | −$311 | Cut−$311 |
| Sunbelt Securities, Inc. | 165 | $13.1K | −$250 | Cut−$250 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 126 | $9.96K | — | New |
| BLAIR WILLIAM & CO/IL | 124 | $9.81K | −$213 | Cut−$213 |
| CWM, LLC | 120 | $9.49K | $9.48K | Added$9.48K |
| ASSETMARK, INC | 110 | $8.7K | −$189 | Cut−$189 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | 100 | $8.61K | $533 | Added$533 |
| Anchor Investment Management, LLC | 86 | $6.8K | −$148 | Cut−$148 |
| Qube Research & Technologies Ltd | 73 | $5.77K | — | New |
| Farther Finance Advisors, LLC | 56 | $4.44K | −$62 | Cut−$62 |
| AE Wealth Management LLC | 44 | $3.48K | −$74 | Added$5 |
| HORIZON BANCORP INC /IN/ | 34.8K | $2.75K | −$60 | Cut−$86 |
| Cambridge Investment Research Advisors, Inc. | 30.9K | $2.44K | −$52 | Added$5 |
| BESSEMER GROUP INC | 14.5K | $1.15K | −$25 | Cut−$25 |
| SENTINEL TRUST CO LBA | 10.7K | $846 | −$18 | Cut−$124 |
| FLOW TRADERS U.S. LLC | 8.22K | $650 | — | New |
| McGinn Penninger Investment Management, Inc. | 7.04K | $557 | −$12 | Cut−$70 |
| Thrivent Financial for Lutherans | 3.45K | $273 | −$8 | Cut−$6 |
| Janney Montgomery Scott LLC | 3.35K | $265 | −$5 | Cut−$5 |
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | 3.16K | $249 | −$8 | Cut−$8 |
| Betterment LLC | 2.63K | $208 | −$5 | Cut−$5 |
| TSFG, LLC | 50 | $4 | $0 | Held |