| Itau Unibanco Holding S.A. | 2.73M | $111.9M | — | New |
| Creative Planning | 1.53M | $62.8M | −$858.8K | Added$3.16M |
| Checchi Capital Advisers, LLC | 588.2K | $24.1M | −$352.9K | Cut−$1.57M |
| WELLS FARGO & COMPANY/MN | 503.8K | $20.7M | −$290.5K | Added$513.7K |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 474.2K | $19.5M | — | New |
| NEUBERGER BERMAN GROUP LLC | 444.9K | $18.3M | −$32.7K | Added$16M |
| LPL Financial LLC | 382.8K | $15.7M | −$142.6K | Added$5.82M |
| EVOKE WEALTH, LLC | 379.1K | $15.6M | −$197.4K | Added$1.86M |
| Patriot Financial Group Insurance Agency, LLC | 319.4K | $13.1M | −$92K | Added$6.73M |
| RAYMOND JAMES FINANCIAL INC | 308.2K | $12.7M | −$150.7K | Added$2.19M |
| UBS Group AG | 288.2K | $11.8M | −$87.2K | Added$5.78M |
| BANK OF AMERICA CORP /DE/ | 276.3K | $11.3M | −$109.8K | Added$3.72M |
| JANE STREET GROUP, LLC | 267.7K | $11M | −$68.1K | Added$6.27M |
| MACKENZIE FINANCIAL CORP | 250.4K | $10.3M | −$157.2K | Cut−$157.2K |
| LEUTHOLD GROUP, LLC | 248K | $10.2M | −$148.8K | Cut−$179.8K |
| ROYAL BANK OF CANADA | 239.7K | $9.84M | −$100.6K | Added$2.83M |
| JPMORGAN CHASE & CO | 237K | $9.61M | −$206.7K | Added$1.78M |
| Avos Capital Management, LLC | 203.4K | $8.35M | −$109.7K | Added$734.5K |
| Aspect Partners, LLC | 200.5K | $8.23M | −$114.7K | Added$269.9K |
| North Ridge Wealth Advisors, Inc. | 191K | $7.84M | −$108.5K | Added$310K |
| Inscription Capital, LLC | 172K | $7.06M | −$103.2K | Cut−$416.7K |
| ENVESTNET ASSET MANAGEMENT INC | 161.7K | $6.64M | −$91.7K | Added$272.1K |
| JONES FINANCIAL COMPANIES LLLP | 160.6K | $6.51M | −$135.6K | Added$1.47M |
| MORGAN STANLEY | 139.9K | $5.74M | −$66.8K | Added$1.1M |
| Kovitz Investment Group Partners, LLC | 134.3K | $5.52M | −$80.6K | Cut−$5.68M |
| AE Wealth Management LLC | 114.8K | $4.71M | −$58.5K | Added$646K |
| World Investment Advisors | 113.8K | $4.67M | −$46.6K | Added$1.44M |
| Financial Engines Advisors L.L.C. | 112.9K | $4.64M | −$67.7K | Cut−$518K |
| Fisher Asset Management, LLC | 112.8K | $4.63M | −$67.7K | Cut−$67.7K |
| NORTHERN TRUST CORP | 110.1K | $4.52M | −$5.81K | Added$4.12M |
| BlackRock, Inc. | 103.7K | $4.26M | −$62.2K | Cut−$1.27M |
| Beacon Pointe Advisors, LLC | 101.5K | $4.17M | −$60.9K | Cut−$1.96M |
| Cerity Partners OCIO LLC | 95.3K | $3.91M | −$43.8K | Added$867.6K |
| DMC Group, LLC | 85.5K | $3.51M | −$46.3K | Added$292.8K |
| Topel & Distasi Wealth Management, LLC | 81.2K | $3.33M | −$48.1K | Cut−$8K |
| OLD NATIONAL BANCORP /IN/ | 76.5K | $3.14M | −$42.9K | Added$161.2K |
| Israel Discount Bank of New York | 71.8K | $2.95M | −$24.3K | Added$1.26M |
| Allianz Asset Management GmbH | 67.9K | $2.79M | −$40.8K | Cut−$1.56M |
| Cetera Investment Advisers | 60.6K | $2.49M | −$26K | Added$681.2K |
| Ballentine Partners, LLC | 59K | $2.42M | — | New |
| Empirical Asset Management, LLC | 58.8K | $2.42M | −$34.2K | Added$38.7K |
| Summit Trail Advisors, LLC | 56.7K | $2.33M | −$34K | Cut−$628.3K |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | 54.2K | $2.22M | −$32.5K | Cut−$32.5K |
| TRUIST FINANCIAL CORP | 48.9K | $2.01M | −$27.9K | Added$73K |
| COMMONWEALTH EQUITY SERVICES, LLC | 46K | $1.89M | −$18.3K | Added$622.1K |
| Columbus Macro, LLC | 46K | $1.89M | −$27.6K | Cut−$889.5K |
| JOHNSON INVESTMENT COUNSEL INC | 43.7K | $1.79M | — | New |
| PFG Advisors | 41.2K | $1.69M | −$19.5K | Added$336.4K |
| CITIGROUP INC | 39.4K | $1.62M | −$22.3K | Added$67.8K |
| PNC Financial Services Group, Inc. | 37.4K | $1.54M | −$21.9K | Added$13.7K |
| TD Waterhouse Canada Inc. | 35K | $1.44M | −$19.3K | Added$178.6K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 31.9K | $1.31M | −$13.9K | Added$469.6K |
| Focus Partners Wealth | 31.3K | $1.29M | −$17K | Added$106.8K |
| NATIXIS | 30.8K | $1.26M | — | New |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 30.3K | $1.25M | −$18.2K | Cut−$18.2K |
| RFG Advisory, LLC | 27.8K | $1.14M | −$16.7K | Cut−$2.11M |
| Haven Private, LLC | 27.5K | $1.13M | −$16.5K | Cut−$67.2K |
| LAZARD ASSET MANAGEMENT LLC | 27.1K | $1.11M | −$8.24K | Added$539.3K |
| ONE PLUS ONE WEALTH MANAGEMENT, LLC | 26.8K | $1.1M | −$16.1K | Cut−$43.5K |
| Net Worth Advisory Group | 26.4K | $1.08M | −$15.8K | Cut−$29.4K |
| AMERIPRISE FINANCIAL INC | 25.9K | $1.06M | −$4.42K | Added$785.5K |
| OSAIC HOLDINGS, INC. | 24.8K | $1.02M | −$14.8K | Cut−$5.92K |
| NorthRock Partners, LLC | 23.5K | $964.4K | −$6.69K | Added$499.7K |
| Compagnie Lombard Odier SCmA | 23.2K | $951.9K | −$6.28K | Added$515.6K |
| Vestmark Advisory Solutions, Inc. | 22.2K | $910.8K | — | New |
| Crossmark Global Holdings, Inc. | 21.8K | $895.9K | −$13.1K | Cut−$32K |
| Cerity Partners LLC | 19.1K | $782.8K | −$11.4K | Cut−$2.47M |
| Sovereign Financial Group, Inc. | 18.9K | $778K | −$9.31K | Added$131.7K |
| Upper Left Wealth Management, LLC | 18.7K | $769K | −$9.91K | Added$81.1K |
| CHAPMAN FINANCIAL GROUP, LLC | 18.6K | $764.8K | −$10.9K | Added$9.32K |
| Rothschild Capital Partners, LLC | 18.3K | $751K | −$9.32K | Added$103.5K |
| VERITY Wealth Advisors | 18.2K | $747.4K | −$5.76K | Added$347.4K |
| Advisory Services Network, LLC | 18K | $740.2K | −$10.8K | Cut−$44.8K |
| Mariner, LLC | 17.6K | $721.5K | −$8.73K | Added$115.1K |
| CreativeOne Wealth, LLC | 17K | $698.5K | −$10.2K | Cut−$8.1K |
| Farther Finance Advisors, LLC | 16.7K | $687.8K | −$7.92K | Added$20.9K |
| IFP Advisors, Inc | 16.6K | $683.6K | −$9.5K | Added$23.8K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 16.1K | $659.6K | — | New |
| Invesco Ltd. | 15.8K | $649.2K | −$9.44K | Cut−$6.2K |
| HEADINVEST, LLC | 15.4K | $634K | — | New |
| Bank Julius Baer & Co. Ltd, Zurich | 14.9K | $611.1K | −$8.96K | Cut−$156.1K |
| Old Peak Finance LLC | 13.8K | $568.2K | −$8.3K | Cut−$18.6K |
| Savant Capital, LLC | 13.7K | $562.1K | — | New |
| IEQ CAPITAL, LLC | 13.2K | $541.7K | −$7.92K | Cut−$7.92K |
| TD PRIVATE CLIENT WEALTH LLC | 12.7K | $519.7K | −$5K | Added$172.7K |
| MYECFO, LLC | 12.3K | $507.1K | — | New |
| FIDUCIARY FINANCIAL GROUP, LLC | 11.9K | $488.7K | — | New |
| Crusonia Wealth Advisors LLC | 11.7K | $482.4K | — | New |
| VISTA CAPITAL PARTNERS, INC. | 11.6K | $478.1K | −$6.99K | Cut−$37.2K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 10.5K | $433.1K | −$6.33K | Cut−$123.4K |
| VIEWPOINT INVESTMENT PARTNERS CORP | 10.2K | $418.8K | — | New |
| Obsido Oy | 10.1K | $416.6K | −$6.09K | Cut−$6.09K |
| EVERGREEN CAPITAL MANAGEMENT LLC | 10K | $412K | −$6.02K | Cut−$6.02K |
| MML INVESTORS SERVICES, LLC | 9.45K | $387.9K | −$5.65K | Cut−$181.2K |
| OPPENHEIMER & CO INC | 9.33K | $383K | −$5.6K | Cut−$5.6K |
| RWA WEALTH PARTNERS, LLC | 8.44K | $346.6K | −$5.02K | Cut−$1.65K |
| BANK OF MONTREAL /CAN/ | 8.25K | $338.9K | −$4.95K | Cut−$517.1K |
| ANGELES WEALTH MANAGEMENT, LLC | 7.78K | $319.6K | — | New |
| ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC | 7.61K | $312.3K | −$4.35K | Added$10.4K |
| FIFTH THIRD BANCORP | 6.61K | $271.4K | — | New |
| Fiduciary Alliance LLC | 6.03K | $253K | $1.87K | Added$1.87K |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | 5.94K | $243.8K | −$3.56K | Cut−$3.56K |
| Pure Financial Advisors, LLC | 5.64K | $231.5K | −$3.38K | Cut−$3.38K |
| Hillman Capital Management, Inc. | 5.61K | $230.3K | — | New |
| HB Wealth Management, LLC | 5.37K | $220.6K | −$3.22K | Cut−$3.22K |
| CWM, LLC | 5.12K | $210.2K | $210K | Added$210K |
| Global Wealth Strategies & Associates | 4.25K | $174.5K | — | New |
| SHP Wealth Management | 4.22K | $173.4K | −$1.96K | Added$37K |
| SBI Securities Co., Ltd. | 3.29K | $135.1K | −$1.95K | Cut−$142 |
| Destiny Wealth Partners, LLC | 2.62K | $107.5K | — | New |
| MAI Capital Management | 2.56K | $105.1K | −$141 | Added$96.4K |
| HM PAYSON & CO | 1.6K | $65.7K | −$720 | Added$15.7K |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1.44K | $59K | −$862 | Cut−$162.3K |
| Dunhill Financial, LLC | 1.24K | $50.9K | −$223 | Added$35.4K |
| Smartleaf Asset Management LLC | 1.18K | $47.7K | −$1.42K | Cut−$155.4K |
| FRANKLIN RESOURCES INC | 1.06K | $43.7K | −$639 | Cut−$639 |
| Rockefeller Capital Management L.P. | 846 | $34.8K | −$508 | Cut−$508 |
| Godfrey Financial Associates, Inc. | 560 | $23K | −$336 | Cut−$336 |
| Parallel Advisors, LLC | 518 | $21.3K | −$311 | Cut−$311 |
| Merkkuri Wealth Advisors LLC | 373 | $15.3K | — | New |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 263 | $10.8K | — | New |
| Caitlin John, LLC | 249 | $10.2K | −$149 | Cut−$149 |
| Aptus Capital Advisors, LLC | 239 | $9.81K | −$144 | Cut−$144 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | 239 | $9.81K | — | New |
| HARBOUR INVESTMENTS, INC. | 238 | $9.77K | −$143 | Cut−$143 |
| Steward Partners Investment Advisory, LLC | 234 | $9.61K | −$117 | Added$1.44K |
| Fidelity | 230 | $9.45K | −$124 | Cut−$582 |
| Waverly Advisors, LLC | 186 | $7.64K | −$112 | Cut−$112 |
| HUNTINGTON NATIONAL BANK | 182 | $7.47K | — | New |
| Sound Income Strategies, LLC | 174 | $7.16K | −$60 | Cut−$60 |
| Bangor Savings Bank | 150 | $6.16K | −$90 | Cut−$90 |
| BARRETT & COMPANY, INC. | 140 | $5.75K | −$84 | Cut−$84 |
| Betterment LLC | 61.2K | $2.51K | −$36 | Held |
| Euro Pacific Asset Management, LLC | 47.7K | $1.97K | −$44 | Cut−$94 |
| Sunbelt Securities, Inc. | 40 | $1.64K | −$24 | Cut−$24 |
| Rossby Financial, LCC | 37 | $1.52K | −$18 | Cut−$22.8K |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 36 | $1.49K | −$18 | Cut−$18 |
| MJT & Associates Financial Advisory Group, Inc. | 25 | $1.03K | −$15 | Cut−$15 |
| Tower Research Capital LLC (TRC) | 16 | $657 | — | New |
| NATIXIS ADVISORS, LLC | 13.5K | $553 | −$8 | Added$20 |
| CoreCap Advisors, LLC | 8 | $328 | −$5 | Cut−$5 |
| SOA Wealth Advisors, LLC. | 7 | $287 | −$5 | Cut−$5 |
| Covestor Ltd | 5.76K | $237 | −$3 | Added$2 |
| NBT BANK N A /NY | 1 | $41 | $40 | Cut−$1 |
| HAZLETT, BURT & WATSON, INC. | 861 | $35 | −$1 | Cut−$1 |
| HANTZ FINANCIAL SERVICES, INC. | 117 | $5 | — | New |