| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 1.11M | $59.1M | — | Held |
| MORGAN STANLEY | 870.8K | $46.3M | −$213.2K | Added$17M |
| High Probability Advisors, LLC | 775.2K | $41.2M | −$245.6K | Added$7.48M |
| BANK OF AMERICA CORP /DE/ | 763.2K | $40.5M | −$263.7K | Added$4.36M |
| HighTower Advisors, LLC | 579.2K | $30.8M | −$215.3K | Added$1.25M |
| Facet Wealth, Inc. | 522.9K | $27.8M | −$370.7K | Added$432K |
| Fidelity | 466.5K | $24.8M | −$181.9K | Cut−$614.5K |
| Alesco Advisors LLC | 461K | $24.5M | −$169.8K | Added$1.19M |
| Legacy Edge Advisors, LLC | 350.8K | $18.6M | −$114.6K | Added$2.9M |
| HSBC HOLDINGS PLC | 334.8K | $17.8M | −$126K | Added$494.9K |
| SATOVSKY ASSET MANAGEMENT LLC | 314.1K | $16.7M | −$122.5K | Cut−$647.5K |
| ENVESTNET ASSET MANAGEMENT INC | 248.7K | $13.2M | −$84.4K | Added$1.64M |
| Klingman & Associates, LLC | 239.9K | $12.7M | −$91.9K | Added$126.9K |
| Mariner, LLC | 226.2K | $12M | −$82K | Added$941.3K |
| RWA WEALTH PARTNERS, LLC | 224.9K | $11.9M | −$87.7K | Cut−$1.02M |
| Composition Wealth, LLC | 223.1K | $11.9M | −$87K | Cut−$2.7M |
| LPL Financial LLC | 205.1K | $10.9M | −$58.9K | Added$2.81M |
| JPMORGAN CHASE & CO | 192.1K | $10.2M | −$84.8K | Added$825.7K |
| Cetera Investment Advisers | 166.5K | $8.85M | −$60.1K | Added$601.9K |
| JANE STREET GROUP, LLC | 151.9K | $8.07M | −$26.8K | Added$4.39M |
| GUGGENHEIM CAPITAL LLC | 143.4K | $7.62M | −$42.2K | Added$1.83M |
| Creative Planning | 131.3K | $6.97M | −$27.4K | Added$3.21M |
| COMMONWEALTH EQUITY SERVICES, LLC | 122K | $6.48M | −$45.2K | Added$285.1K |
| MYECFO, LLC | 119.5K | $6.35M | −$46.6K | Cut−$354.8K |
| ALLIANCEBERNSTEIN L.P. | 113.5K | $6.07M | $0 | Added$748.5K |
| Note Advisors, LLC | 96.3K | $5.12M | −$59.6K | Added$32.9K |
| AMERIPRISE FINANCIAL INC | 96.3K | $5.1M | −$49.4K | Added$564.2K |
| Hennion & Walsh Asset Management, Inc. | 95.6K | $5.08M | −$32.8K | Added$574.9K |
| NBT BANK N A /NY | 95.2K | $5.06M | −$37.1K | Cut−$318.9K |
| Whitegate Investment Counselors, Inc. | 94.1K | $5M | −$35.7K | Added$96.5K |
| Arrow Financial Corp | 86.1K | $4.57M | −$33.6K | Cut−$159.4K |
| BAILARD, INC. | 86K | $4.57M | −$33.5K | Cut−$205.6K |
| ASSETMARK, INC | 76.5K | $4.07M | −$29.9K | Cut−$586.9K |
| James J. Burns & Company, LLC | 72.3K | $3.84M | −$20.6K | Added$1M |
| Retirement Planning Group, LLC | 68.1K | $3.62M | −$26.6K | Cut−$26.6K |
| UBS Group AG | 67.8K | $3.6M | −$26.4K | Cut−$702.6K |
| WELLS FARGO & COMPANY/MN | 67.7K | $3.6M | −$26.4K | Cut−$632.4K |
| MERCER GLOBAL ADVISORS INC /ADV | 64.5K | $3.43M | −$2.58K | Added$3.07M |
| ALTFEST L J & CO INC | 63K | $3.35M | −$17.1K | Added$1.01M |
| SOA Wealth Advisors, LLC. | 59.1K | $3.14M | −$23.1K | Cut−$17.2K |
| Wedmont Private Capital | 58.6K | $3.13M | −$23.8K | Added$284.4K |
| Patriot Financial Group Insurance Agency, LLC | 58.4K | $3.1M | −$10.6K | Added$1.65M |
| Cascade Financial Partners, LLC | 57.7K | $3.07M | −$22.5K | Cut−$48.2K |
| DURANTE & WATERS, LLC | 57.3K | $3.04M | −$22K | Added$22.3K |
| Kestra Advisory Services, LLC | 57K | $3.03M | −$21.6K | Added$67.8K |
| Carnegie Investment Counsel | 55.9K | $2.97M | −$21.1K | Added$76.5K |
| CITIGROUP INC | 54.3K | $2.89M | −$8.24K | Added$1.75M |
| Magnus Financial Group LLC | 50.3K | $2.67M | −$19.6K | Cut−$438.7K |
| OSAIC HOLDINGS, INC. | 49.7K | $2.64M | −$19.4K | Cut−$89.4K |
| Equita Financial Network, Inc. | 49.3K | $2.62M | −$19.2K | Cut−$15.3K |
| Cerity Partners LLC | 47K | $2.5M | −$15.4K | Added$379.7K |
| Focus Partners Wealth | 46.6K | $2.49M | −$711 | Added$675.1K |
| NewEdge Wealth, LLC | 45.1K | $2.4M | −$17.6K | Cut−$64.1K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 44.9K | $2.39M | −$12K | Added$738.9K |
| Wealthfront Advisers LLC | 44.5K | $2.37M | −$15.1K | Added$296K |
| Compound Planning, Inc. | 42.6K | $2.27M | −$13.9K | Added$361.1K |
| Emergent Wealth Advisors, LLC | 38.8K | $2.06M | −$15.1K | Cut−$78.9K |
| Citadel | 38.7K | $2.05M | −$2.03K | Added$1.78M |
| Westfuller Advisors, LLC | 37.7K | $2M | −$14.7K | Cut−$601.4K |
| STIFEL FINANCIAL CORP | 35K | $1.86M | −$6.47K | Added$971.9K |
| Level Financial Advisors | 32.8K | $1.74M | −$12.8K | Cut−$180K |
| Astoria Strategic Wealth, Inc. | 32.2K | $1.71M | −$12K | Added$70.9K |
| CAPTRUST FINANCIAL ADVISORS | 31.3K | $1.66M | −$8.52K | Added$494.8K |
| Perennial Advisors, LLC | 30K | $1.59M | −$10.5K | Added$154.5K |
| Wealthspire Advisors, LLC | 29.9K | $1.59M | −$5.63K | Added$816.2K |
| Francis Financial, Inc. | 28.7K | $1.52M | −$11.2K | Cut−$619.7K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 27.6K | $1.47M | −$6.76K | Added$706.8K |
| GOLDMAN SACHS GROUP INC | 27.2K | $1.45M | −$9K | Added$211.3K |
| FIRST FOUNDATION ADVISORS | 27.1K | $1.44M | −$10.6K | Cut−$10.6K |
| Drucker Wealth 3.0, LLC | 25.7K | $1.37M | −$10K | Cut−$10K |
| Allspring Global Investments Holdings, LLC | 25.3K | $1.35M | — | New |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 25.2K | $1.34M | −$5.65K | Added$561.8K |
| JONES FINANCIAL COMPANIES LLLP | 25.2K | $1.33M | −$6.06K | Added$786.3K |
| Corient Private Wealth LLC | 25.1K | $1.33M | −$7.28K | Cut−$33.5K |
| Conrad Siegel Investment Advisors, Inc. | 25K | $1.33M | −$9.66K | Added$2.83K |
| WNY Asset Management, LLC | 24.8K | $1.31M | — | Held |
| W.G. Shaheen & Associates DBA Whitney & Co | 24.5K | $1.3M | −$7.85K | Added$223.8K |
| MML INVESTORS SERVICES, LLC | 24.4K | $1.29M | −$9.51K | Cut−$44.7K |
| Trust Co | 24.3K | $1.29M | −$9.42K | Cut−$6.07K |
| Private Advisor Group, LLC | 24K | $1.27M | −$8.95K | Added$49K |
| CORA CAPITAL ADVISORS LLC | 23.7K | $1.26M | — | New |
| BRIGHTON SECURITIES CORP. | 23.6K | $1.25M | −$9.19K | Cut−$50.8K |
| Empower Advisory Group, LLC | 22.3K | $1.18M | −$7.37K | Added$172.2K |
| Godfrey Financial Associates, Inc. | 21.9K | $1.16M | −$8.54K | Cut−$8.54K |
| Allworth Financial LP | 21.8K | $1.16M | −$8.51K | Cut−$7.55K |
| Members Advisory Group LLC | 21.5K | $1.14M | −$7.71K | Added$60.1K |
| Indivisible Partners | 21.1K | $1.12M | −$4.79K | Added$463K |
| Chicago Partners Investment Group LLC | 20K | $1.08M | −$805 | Added$538 |
| PROFFITT & GOODSON INC | 19.4K | $1.03M | −$7.28K | Added$28.8K |
| Cresset Asset Management, LLC | 18.1K | $964.1K | — | New |
| Stonehage Fleming Financial Services Holdings Ltd | 18.1K | $960.8K | −$7.05K | Cut−$7.05K |
| Calamos Wealth Management LLC | 16.7K | $884.8K | −$6.5K | Cut−$56.6K |
| Calamos Advisors LLC | 16.7K | $884.8K | — | New |
| Equitable Holdings, Inc. | 16.5K | $884.5K | −$1 | Added$48.9K |
| SEI INVESTMENTS CO | 15.9K | $844.7K | −$6.08K | Added$11K |
| HM PAYSON & CO | 15.4K | $820.4K | −$6.02K | Cut−$6.02K |
| ROYAL BANK OF CANADA | 15K | $797K | −$4.08K | Added$213K |
| Rockbridge Investment Management, LCC | 14.7K | $778.2K | −$5.71K | Cut−$55K |
| RAYMOND JAMES FINANCIAL INC | 14.6K | $773.2K | −$5.71K | Cut−$545.3K |
| DOPKINS WEALTH MANAGEMENT, LLC | 14K | $746K | −$5.35K | Added$12.3K |
| Focus Partners Advisor Solutions, LLC | 14K | $746K | — | New |
| Hamilton Wealth, LLC | 14K | $744.7K | −$2.03K | Added$465.7K |
| KING LUTHER CAPITAL MANAGEMENT CORP | 13.9K | $736.5K | −$5.41K | Cut−$5.41K |
| Brio Consultants, LLC | 13.1K | $701.9K | −$495 | Added$172.5K |
| TIAA Wealth Investment Management LLC | 12.9K | $685.8K | — | Held |
| TWIN FOCUS CAPITAL PARTNERS, LLC | 12.3K | $653.6K | — | New |
| Cornerstone Advisory, LLC | 12.1K | $645.1K | — | New |
| Bank of New York Mellon Corp | 11.9K | $634.7K | −$4.53K | Added$8.38K |
| McNamara Financial Services, Inc. | 11.3K | $602.2K | −$4.42K | Cut−$4.42K |
| ASHTON THOMAS SECURITIES, LLC | 11.3K | $600.3K | — | New |
| GLR Partners, LLC | 11K | $586.9K | — | Held |
| CONQUIS FINANCIAL LLC | 10.9K | $582.9K | $2.2K | Cut−$102.6K |
| SUTTON PLACE INVESTORS LLC | 10.9K | $578.5K | −$2.71K | Added$207.3K |
| Apella Capital, LLC | 10.6K | $571.2K | $2.21K | Added$17.3K |
| Farrell Financial LLC | 10.7K | $569.5K | −$4.2K | Cut−$227K |
| Orange Investment Advisors, Inc. | 10.2K | $542K | −$3.98K | Cut−$3.98K |
| EP Wealth Advisors, LLC | 10.2K | $541.8K | −$3.64K | Added$42K |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 10.2K | $540.5K | −$3.97K | Cut−$11.7K |
| EAGLE ROCK INVESTMENT COMPANY, LLC | 10K | $531.2K | −$3.9K | Cut−$3.9K |
| Hudson Oak Wealth Advisory LLC | 9.68K | $514.1K | −$3.63K | Added$15.9K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 9.63K | $511.6K | −$3.76K | Cut−$3.76K |
| AlphaCore Capital LLC | 9.62K | $510.9K | −$3.75K | Cut−$3.75K |
| Arax Advisory Partners | 9.56K | $508.1K | — | New |
| GAMMA Investing LLC | 9.24K | $490.7K | −$3.6K | Cut−$3.6K |
| WEALTHEDGE INVESTMENT ADVISORS, LLC | 9.13K | $485.3K | −$1.86K | Added$230.1K |
| COLDSTREAM CAPITAL MANAGEMENT INC | 9.07K | $481.6K | −$1.48K | Added$278.6K |
| DUTCH ASSET Corp | 8.95K | $475.4K | $323.3K | Added$475.1K |
| Independent Wealth Network Inc. | 8.85K | $470.1K | −$3.43K | Cut−$4.29K |
| Stratos Wealth Partners, LTD. | 8.81K | $467.8K | −$3.35K | Added$8.71K |
| 21 West Wealth Management LLC | 8.47K | $450K | −$2.62K | Added$90.9K |
| Dakota Wealth Management | 8.28K | $439.6K | −$3.23K | Cut−$3.23K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 8.25K | $438.2K | −$3.22K | Cut−$3.22K |
| Keystone Global Partners, LLC | 7.84K | $416.3K | −$3.06K | Cut−$21.2K |
| Compass Planning Associates Inc | 7.54K | $400.6K | — | New |
| Fort Point Capital Partners LLC | 7.48K | $397.2K | −$5.74K | Cut−$1.19M |
| Boston Standard Wealth Management, LLC | 7.37K | $391.9K | −$2.57K | Cut−$607 |
| Sterling Investment Counsel, LLC | 7.34K | $389.8K | −$2.86K | Cut−$735.7K |
| FIDELIS CAPITAL PARTNERS, LLC | 7.29K | $387.2K | −$2.84K | Cut−$2.84K |
| Bryn Mawr Trust Advisors, LLC | 7.23K | $383.9K | −$2.82K | Cut−$2.82K |
| MATAURO, LLC | 6.92K | $367.5K | −$2.07K | Added$79.3K |
| ST GERMAIN D J CO INC | 6.79K | $360.8K | −$2.65K | Cut−$2.65K |
| FLAGSTAR ADVISORS INC | 6.73K | $357.7K | −$2.59K | Cut−$144.5K |
| Petersen Hastings Wealth Advisors Inc. | 6.38K | $338.9K | −$2.49K | Cut−$2.49K |
| LVW Advisors, LLC | 6.37K | $338.3K | −$1.47K | Added$136K |
| Prosperity Consulting Group, LLC | 6.3K | $334.7K | −$2.46K | Cut−$2.46K |
| Opal Wealth Advisors, LLC | 6.15K | $326.8K | −$2.39K | Cut−$1.79M |
| CNB Bank | 6.14K | $326.1K | −$2.39K | Cut−$2.39K |
| Rockefeller Capital Management L.P. | 6.12K | $325.1K | −$2.32K | Added$6.98K |
| WEALTH ALLIANCE, LLC | 6.12K | $324.9K | −$2.39K | Cut−$114K |
| ARMSTRONG ADVISORY GROUP, INC | 6.1K | $324.1K | −$2.08K | Added$36.6K |
| Nemes Rush Group LLC | 5.93K | $315.1K | −$1.84K | Added$65.9K |
| Baird Financial Group, Inc. | 5.8K | $308.3K | −$2.26K | Cut−$2.26K |
| CANANDAIGUA NATIONAL CORP | 5.8K | $308.1K | — | Held |
| LifeGoal Investments, LLC | 5.76K | $306K | $286.1K | Added$246.1K |
| COURIER CAPITAL LLC | 5.76K | $305.8K | — | New |
| Relyea Zuckerberg Hanson LLC | 5.72K | $304.1K | −$2.23K | Cut−$2.23K |
| BUFFALO BUSINESS & ESTATE SERVICES LTD | 5.37K | $285.2K | — | New |
| Peck Wealth Management, LLC | 5.28K | $280.2K | −$1.29K | Added$103.6K |
| Avestar Capital, LLC | 5.27K | $279.9K | — | New |
| PFG Investments, LLC | 5.23K | $278K | −$1.74K | Added$38.3K |
| OneDigital Investment Advisors LLC | 5.11K | $271.3K | −$1.87K | Added$15.4K |
| Atria Investments, Inc | 5.08K | $269.8K | −$1.98K | Cut−$14.6K |
| Manhattan West Asset Management, LLC | 5.07K | $269.5K | −$1.98K | Cut−$1.82K |
| DAVIDSON INVESTMENT ADVISORS | 5.07K | $269.4K | −$1.93K | Added$4.98K |
| STEPHEN J. GARRY & ASSOCIATES, LLC | 4.76K | $252.9K | −$1.6K | Added$32.9K |
| Astra Wealth Partners LLC | 4.75K | $252.4K | −$1.85K | Cut−$1.85K |
| Revolve Wealth Partners, LLC | 4.74K | $251.9K | −$1.85K | Cut−$1.33M |
| Evanson Asset Management, LLC | 4.7K | $249.4K | −$1.83K | Cut−$551 |
| Modera Wealth Management, LLC | 4.56K | $242.1K | — | New |
| Graney & King, LLC | 4.49K | $238.5K | −$1.74K | Cut−$4.84K |
| Principle Wealth Partners LLC | 4.47K | $237.3K | — | New |
| MAI Capital Management | 4.38K | $232.9K | −$1.71K | Cut−$1.71K |
| Amplius Wealth Advisors, LLC | 4.35K | $231.1K | — | New |
| Beacon Pointe Advisors, LLC | 4.24K | $225.4K | — | New |
| Sequoia Financial Advisors, LLC | 4.21K | $223.7K | −$1.64K | Cut−$1.64K |
| Brookwood Investment Group LLC | 4.14K | $220K | −$1.61K | Cut−$1.61K |
| Chesley Taft & Associates LLC | 4.1K | $217.8K | — | New |
| First Affirmative Financial Network | 4.05K | $214.9K | — | Held |
| BCS Private Wealth Management, Inc. | 4K | $212.5K | −$1.56K | Cut−$1.56K |
| North Star Investment Management Corp. | 3.95K | $209.8K | −$800 | Added$100.1K |
| SEVEN MILE ADVISORY | 3.92K | $208.1K | −$1.53K | Cut−$1.53K |
| Praetorian Wealth Management, Inc. | 3.85K | $205.3K | — | New |
| MIDDLETON & CO INC/MA | 3.8K | $201.9K | −$1.48K | Cut−$1.48K |
| Hamrick Investment Counsel, llc | 2.8K | $148.7K | −$858 | Added$31K |
| DEUTSCHE BANK AG\ | 2.49K | $132.4K | −$972 | Cut−$20.8K |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 2.23K | $118.3K | −$834 | Cut−$834 |
| PRIVATE TRUST CO NA | 2.02K | $107.2K | −$787 | Cut−$787 |
| BANK OF MONTREAL /CAN/ | 1.86K | $99.1K | — | New |
| ATLAS CAPITAL ADVISORS INC. | 1.76K | $93.7K | — | New |
| IFP Advisors, Inc | 1.73K | $91.6K | −$668 | Added$23 |
| TIAA TRUST, NATIONAL ASSOCIATION | 1.71K | $90.9K | −$668 | Cut−$58.6M |
| WealthShield Partners, LLC | 1.68K | $89.1K | −$654 | Cut−$654 |
| Steward Partners Investment Advisory, LLC | 1.49K | $79.2K | −$547 | Cut−$175 |
| WHITTIER TRUST CO OF NEVADA INC | 1.48K | $78.6K | −$746 | Cut−$746 |
| CWM, LLC | 1.2K | $63.7K | — | New |
| Root Financial Partners, LLC | 1.11K | $59K | −$298 | Added$18K |
| PNC Financial Services Group, Inc. | 750 | $39.8K | −$293 | Cut−$40.4K |
| Smartleaf Asset Management LLC | 547 | $29K | −$200 | Added$7.81K |
| Parallel Advisors, LLC | 354 | $18.8K | — | Added$18.8K |
| Betterment LLC | 161.3K | $8.57K | −$62 | Added$210 |
| Merkkuri Wealth Advisors LLC | 90 | $4.8K | — | New |
| Cambridge Investment Research Advisors, Inc. | 33.8K | $1.79K | −$13 | Cut−$261 |
| BNP PARIBAS FINANCIAL MARKETS | 28 | $1.49K | — | New |
| NATIXIS ADVISORS, LLC | 13.8K | $735 | — | New |
| THOMPSON SIEGEL & WALMSLEY LLC | 6.82K | $362 | −$2 | Added$37 |
| PEAPACK GLADSTONE FINANCIAL CORP | 5.64K | $300 | — | New |
| PARK AVENUE SECURITIES LLC | 4.18K | $222 | −$2 | Added$10 |
| Olde Wealth Management, LLC | 4.09K | $217 | −$1 | Cut−$1 |
| CENTAURUS FINANCIAL, INC. | 3.31K | $176 | −$1 | Held |
| Farther Finance Advisors, LLC | 1 | $46 | $0 | Held |