| Rock Creek Group, LP | 1.11M | $82.1M | −$1.15M | Added$115K |
| Summit Trail Advisors, LLC | 999.4K | $74.1M | −$1.06M | Cut−$6.26M |
| NewEdge Wealth, LLC | 951K | $70.5M | −$1M | Cut−$5.54M |
| Turim 21 Investimentos Ltda. | 461K | $34.2M | — | New |
| ROYAL BANK OF CANADA | 360.6K | $26.8M | −$380.4K | Cut−$1.03M |
| Inlight Wealth Management, LLC | 332.8K | $24.7M | −$333.9K | Added$895.8K |
| UBS Group AG | 277.9K | $20.6M | −$100.6K | Added$13.4M |
| MORGAN STANLEY | 274.9K | $20.4M | −$290.2K | Cut−$1.54M |
| CIBC Bancorp USA Inc. | 244.7K | $18M | — | Held |
| Cascade Financial Partners, LLC | 200.5K | $14.9M | −$146.1K | Added$4.46M |
| Checchi Capital Advisers, LLC | 182.1K | $13.5M | −$192.3K | Cut−$663.5K |
| MERCER GLOBAL ADVISORS INC /ADV | 118K | $8.76M | — | New |
| Beacon Pointe Advisors, LLC | 113.2K | $8.4M | −$88.9K | Added$2.07M |
| Plum Street Advisors, LLC | 99.9K | $7.41M | −$96.6K | Added$529.1K |
| JANE STREET GROUP, LLC | 98.6K | $7.31M | −$21.6K | Added$5.78M |
| Proficio Capital Partners LLC | 72.7K | $5.44M | — | New |
| BANK OF AMERICA CORP /DE/ | 71.5K | $5.3M | −$74.2K | Added$17.5K |
| Cresset Asset Management, LLC | 66.3K | $4.92M | −$56.1K | Added$926.9K |
| Octavia Wealth Advisors, LLC | 62.5K | $4.64M | −$66K | Cut−$324.3K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 60.3K | $4.47M | −$20.3K | Added$3.03M |
| MAYPORT, LLC | 59.9K | $4.44M | −$63.2K | Cut−$63.2K |
| Outlook Wealth Advisors, LLC | 55.2K | $4.1M | — | New |
| Bulltick Wealth Management, LLC | 51.6K | $3.82M | −$47.6K | Added$430.8K |
| New Capital Management LP | 50.2K | $3.73M | −$35.4K | Added$1.21M |
| Fonville Wealth Management LLC | 45.6K | $3.38M | −$37.8K | Added$687K |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | 43.8K | $3.25M | −$20.8K | Added$1.77M |
| Advisory Services Network, LLC | 37.8K | $2.8M | −$35K | Added$310.5K |
| Wealthspire Advisors, LLC | 36.5K | $2.71M | −$34.3K | Added$258.7K |
| Cerity Partners LLC | 33K | $2.45M | −$32.2K | Added$155.1K |
| COMMONWEALTH EQUITY SERVICES, LLC | 32.1K | $2.38M | — | New |
| AE Wealth Management LLC | 28.9K | $2.14M | −$26.8K | Added$227.5K |
| HighTower Advisors, LLC | 23.8K | $1.76M | −$24.2K | Added$41.1K |
| CARY STREET PARTNERS FINANCIAL LLC | 21.5K | $1.6M | −$22.7K | Cut−$41.5K |
| MIDDLETON & CO INC/MA | 21.1K | $1.56M | −$18.8K | Added$222.3K |
| EVERGREEN CAPITAL MANAGEMENT LLC | 18.8K | $1.39M | −$3.48K | Added$1.14M |
| Focus Partners Wealth | 17.9K | $1.33M | −$18.9K | Cut−$18.9K |
| McCartney Wealth Management LLC | 16.5K | $1.22M | −$16.9K | Added$16.5K |
| Citadel | 15.8K | $1.17M | −$3.37K | Added$933.4K |
| OSAIC HOLDINGS, INC. | 15.7K | $1.16M | −$15.6K | Added$51.1K |
| Financial Harvest, LLC | 15.3K | $1.14M | −$15.8K | Added$10.4K |
| LPL Financial LLC | 15.1K | $1.12M | −$10.4K | Added$376.9K |
| GOLDMAN SACHS GROUP INC | 14.2K | $1.06M | −$15K | Cut−$976.3K |
| Red Tortoise LLC | 13.7K | $1.01M | −$14.4K | Cut−$14.4K |
| Laird Norton Wetherby Trust Company, LLC | 13.3K | $986.6K | −$6.97K | Added$490.1K |
| ONE PLUS ONE WEALTH MANAGEMENT, LLC | 12.6K | $937.5K | −$11.1K | Added$144.1K |
| WEST PACES ADVISORS INC. | 12.1K | $897.3K | −$12.8K | Cut−$110.2K |
| Crossmark Global Holdings, Inc. | 10.4K | $771K | −$10.5K | Cut−$10.5K |
| 3 FACTOR INDEXING, LLC | 10.2K | $756.7K | — | Held |
| VERITY Wealth Advisors | 10.2K | $756K | −$5.7K | Added$349.9K |
| EVERETT HARRIS & CO /CA/ | 9.92K | $735.9K | — | New |
| Evanson Asset Management, LLC | 9.54K | $707.5K | — | New |
| Composition Wealth, LLC | 9.45K | $701K | — | New |
| Brand Asset Management Group, Inc. | 8.78K | $651.1K | −$9.27K | Cut−$39.4K |
| McLean Asset Management Corp | 8.64K | $640.7K | −$5.92K | Cut−$10.3K |
| WELLS FARGO & COMPANY/MN | 8.41K | $624.1K | −$1.1K | Added$547.4K |
| DF DENT & CO INC | 8.4K | $623.1K | −$8.87K | Cut−$8.87K |
| Creative Planning | 8.07K | $599.1K | −$8.46K | Cut−$3.79K |
| RAYMOND JAMES FINANCIAL INC | 7.86K | $582.9K | −$7.23K | Added$67.9K |
| SwitchPoint Financial Planning, LLC | 7.79K | $578K | — | New |
| Old Peak Finance LLC | 7.71K | $572.3K | −$8.14K | Cut−$32.2K |
| TWO SIGMA SECURITIES, LLC | 7.05K | $523.1K | — | New |
| JONES FINANCIAL COMPANIES LLLP | 6.83K | $503.9K | −$6.16K | Added$182.3K |
| MONOGRAPH WEALTH ADVISORS, LLC | 6.55K | $485.9K | −$6.92K | Cut−$6.92K |
| Permanent Capital Management, LP | 5.75K | $437K | $4.43K | Added$4.43K |
| Cetera Investment Advisers | 5.66K | $419.7K | −$4.81K | Added$76.5K |
| CAPTRUST FINANCIAL ADVISORS | 5.55K | $411.8K | −$5.86K | Cut−$5.86K |
| STIFEL FINANCIAL CORP | 5.3K | $393K | — | New |
| Beacon Financial Strategies CORP | 4.82K | $357.6K | −$5.09K | Cut−$5.09K |
| Sharp Wealth Advisory, LLC | 4.8K | $355.9K | −$5.03K | Cut−$2.21K |
| Savant Capital, LLC | 4.25K | $315.4K | — | New |
| Resurgent Financial Advisors LLC | 4.19K | $310.9K | −$3.58K | Added$55.8K |
| Pathway Financial Advisors LLC | 3.6K | $266.9K | — | New |
| KEYBANK NATIONAL ASSOCIATION/OH | 3.38K | $250.7K | −$3.03K | Added$34.7K |
| OPPENHEIMER & CO INC | 3.37K | $250.3K | −$3.56K | Cut−$3.04K |
| Greenspring Advisors, LLC | 3.34K | $247.7K | −$3.53K | Cut−$3.52K |
| HTG Investment Advisors, Inc. | 3.32K | $246.6K | −$3.51K | Cut−$3.51K |
| MEMBERS WEALTH LLC | 3.15K | $238.2K | −$2.45K | Added$18.6K |
| Mutual Advisors, LLC | 3.2K | $237.5K | −$3.38K | Cut−$219.2K |
| IMA Advisory Services, Inc. | 3.2K | $237.5K | — | New |
| Icahn Capital | 3.01K | $223.3K | — | New |
| Pathstone Holdings, LLC | 2.98K | $222.7K | $0 | Held |
| Kestra Advisory Services, LLC | 2.96K | $219.5K | −$1.61K | Added$105.7K |
| WISCONSIN CAPITAL MANAGEMENT LLC | 2.85K | $211.4K | — | New |
| BancFirst Trust & Investment Management | 2.8K | $206.1K | −$4.86K | Cut−$4.86K |
| MAI Capital Management | 1.96K | $145.7K | — | New |
| Allworth Financial LP | 1.64K | $122K | −$1.39K | Added$22.7K |
| Rockefeller Capital Management L.P. | 1.38K | $102.6K | −$1.46K | Cut−$1.46K |
| Addison Advisors LLC | 1.17K | $86.4K | −$1.23K | Cut−$2.36K |
| NATIONAL BANK OF CANADA /FI/ | 1.12K | $82.7K | — | New |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 941 | $69.8K | −$869 | Added$7.88K |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 915 | $67.9K | −$966 | Cut−$96.1K |
| FIFTH THIRD BANCORP | 742 | $55K | — | New |
| TFC Financial Management, Inc. | 727 | $53.9K | −$768 | Cut−$768 |
| Godfrey Financial Associates, Inc. | 500 | $37.1K | −$528 | Cut−$528 |
| KERR FINANCIAL PLANNING Corp | 450 | $34K | −$231 | Cut−$231 |
| BANK OF MONTREAL /CAN/ | 425 | $31.5K | — | New |
| Quent Capital, LLC | 299 | $22.2K | −$277 | Added$2.24K |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 130 | $9.64K | — | New |
| Golden State Wealth Management, LLC | 96 | $7.12K | −$101 | Cut−$101 |
| Cambridge Investment Research Advisors, Inc. | 11.4K | $849 | −$11 | Added$90 |
| HRT FINANCIAL LP | 10.3K | $764 | — | New |
| Forum Finance Group S.A. | 600 | $36 | — | Held |
| HANTZ FINANCIAL SERVICES, INC. | 31 | $2 | — | New |