| GLOBALT Investments LLC / GA | 2.41M | $58.8M | −$374.1K | Added$3.2M |
| Atlantic Union Bankshares Corp | 1.46M | $35.6M | −$218.5K | Added$3.13M |
| Krilogy Financial LLC | 1.12M | $27.4M | −$162.7K | Cut−$706.5K |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 1.08M | $26.4M | −$105.3K | Added$10.7M |
| MORGAN STANLEY | 988.8K | $24.1M | −$152.5K | Added$1.45M |
| CHATHAM CAPITAL GROUP, INC. | 668.9K | $16.3M | −$85.1K | Added$3.66M |
| ENVESTNET ASSET MANAGEMENT INC | 603.3K | $14.7M | −$68.3K | Added$4.56M |
| PFG Private Wealth Management, LLC | 492.7K | $12.7M | — | New |
| Cetera Investment Advisers | 403.3K | $9.84M | −$65.4K | Added$114.3K |
| AMERIPRISE FINANCIAL INC | 339.2K | $8.27M | −$23.1K | Added$4.98M |
| WELLS FARGO & COMPANY/MN | 323.4K | $7.89M | −$50.8K | Added$341.7K |
| Headland Capital, LLC | 312.6K | $7.62M | −$50.2K | Added$162.2K |
| HighTower Advisors, LLC | 267.4K | $6.52M | −$41.2K | Added$402K |
| Probity Advisors, Inc. | 197.1K | $4.81M | −$23.5K | Added$1.31M |
| UBS Group AG | 178.4K | $4.35M | −$28.1K | Added$164.4K |
| TRUIST FINANCIAL CORP | 156.3K | $3.81M | −$22.2K | Added$513.7K |
| Accretive Wealth Partners, LLC | 138.5K | $3.38M | −$22.9K | Cut−$35.1K |
| BANK OF AMERICA CORP /DE/ | 136.2K | $3.32M | −$13.5K | Added$1.32M |
| MERCER GLOBAL ADVISORS INC /ADV | 136.1K | $3.32M | −$20.6K | Added$266.1K |
| STIFEL FINANCIAL CORP | 135.4K | $3.3M | −$17.8K | Added$656.2K |
| ROYAL BANK OF CANADA | 127.2K | $3.1M | −$20.5K | Cut−$20K |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 100.1K | $2.44M | −$15.6K | Added$472.1K |
| FAGAN ASSOCIATES, INC. | 97.7K | $2.38M | −$14.5K | Added$224.7K |
| SEI INVESTMENTS CO | 97.6K | $2.38M | — | New |
| RAYMOND JAMES FINANCIAL INC | 92.9K | $2.27M | −$15.1K | Added$25.6K |
| PFG Advisors | 87.8K | $2.14M | −$14.5K | Cut−$425.2K |
| Snowden Capital Advisors LLC | 84.8K | $2.07M | −$13.7K | Added$35.8K |
| Pinnacle Financial Partners, Inc. | 63.7K | $1.55M | −$10.5K | Cut−$8.82K |
| L2 Asset Management, LLC | 54.1K | $1.32M | −$8.19K | Added$100.5K |
| Lido Advisors, LLC | 50.2K | $1.22M | −$8.4K | Cut−$8.4K |
| LPL Financial LLC | 46K | $1.12M | −$7.31K | Added$35.3K |
| CWM, LLC | 34.8K | $849.5K | $848.7K | Added$848.7K |
| Mechanics Bank Trust Department | 33K | $804.9K | −$5.45K | Cut−$5.45K |
| Reliant Wealth Planning | 30.6K | $747.4K | −$5.06K | Cut−$5.06K |
| BENJAMIN EDWARDS INC | 29.3K | $714.9K | −$4.79K | Added$3.6K |
| COMMONWEALTH EQUITY SERVICES, LLC | 27K | $657.8K | −$4.25K | Added$26.9K |
| Tower Research Capital LLC (TRC) | 25.7K | $625.8K | — | New |
| CAPTRUST FINANCIAL ADVISORS | 23.8K | $579.7K | −$3.9K | Added$248 |
| Greater Midwest Financial Group, LLC | 23.5K | $574.3K | −$3.47K | Added$58.4K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 23.2K | $565.6K | — | New |
| Visionary Wealth Advisors | 19.3K | $470.8K | −$3.19K | Cut−$3.98K |
| Financial Engines Advisors L.L.C. | 19K | $462.8K | −$3.13K | Cut−$86.2K |
| Keeler Thomas Management LLC | 18.6K | $453.9K | −$3.06K | Cut−$912.5K |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 18.1K | $440.8K | −$2.99K | Cut−$57.5K |
| Icahn Capital | 17.8K | $434.8K | −$2.94K | Cut−$29.2K |
| JPL Wealth Management, LLC | 17.4K | $424.4K | −$2.88K | Cut−$1.51K |
| Simplicity Wealth,LLC | 17.2K | $420.2K | −$2.84K | Cut−$7.39K |
| Kestra Advisory Services, LLC | 16.8K | $409.3K | −$2.65K | Added$13K |
| Jacobi Capital Management LLC | 16.3K | $398.5K | −$2.65K | Added$5.38K |
| Integrated Wealth Concepts LLC | 14.7K | $357.6K | — | New |
| JIM SAULNIER & ASSOCIATES, LLC | 13.9K | $340.1K | — | New |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 13.6K | $331.2K | −$2.19K | Added$6.52K |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 13K | $318K | — | New |
| Jaffetilchin Investment Partners, LLC | 11.4K | $278.5K | −$1.87K | Cut−$42 |
| Private Advisor Group, LLC | 8.92K | $217.6K | −$1.47K | Cut−$1.47K |
| JAMES INVESTMENT RESEARCH, INC. | 8.53K | $207.9K | −$1.41K | Cut−$1.41K |
| Guidance Point Advisors, LLC | 8.52K | $207.7K | — | New |
| COLDSTREAM CAPITAL MANAGEMENT INC | 8.42K | $205.4K | — | New |
| SIGNATUREFD, LLC | 8.35K | $203.6K | −$1.38K | Cut−$1.38K |
| IFP Advisors, Inc | 5.25K | $128K | −$828 | Added$4.95K |
| OSAIC HOLDINGS, INC. | 5.1K | $124.5K | −$876 | Cut−$30.4K |
| Physician Wealth Advisors, Inc. | 4.17K | $101.8K | −$690 | Cut−$690 |
| Atlantic Private Wealth, LLC | 3.9K | $95.1K | −$658 | Cut−$3.41K |
| FIFTH THIRD BANCORP | 3.65K | $89K | — | New |
| CNB Bank | 3.21K | $78.3K | −$530 | Cut−$898 |
| Asset Dedication, LLC | 2.72K | $66.4K | −$296 | Added$22.4K |
| Clayton Financial Group LLC | 2.71K | $66.1K | −$447 | Cut−$791 |
| Noble Wealth Management PBC | 2K | $48.8K | −$330 | Cut−$330 |
| Advisory Services Network, LLC | 1.99K | $48.5K | — | New |
| Cherry Tree Wealth Management, LLC | 1.61K | $39.2K | −$266 | Cut−$266 |
| CENTRAL TRUST Co | 1.43K | $34.8K | −$235 | Cut−$6.91K |
| Rockefeller Capital Management L.P. | 1.37K | $33.4K | −$225 | Cut−$5 |
| Hyposwiss Advisors SA | 1.12K | $27.3K | −$185 | Cut−$185 |
| Allworth Financial LP | 846 | $20.6K | — | New |
| Federation des caisses Desjardins du Quebec | 626 | $15.3K | −$103 | Cut−$32.6M |
| CoreCap Advisors, LLC | 484 | $11.8K | −$80 | Cut−$178 |
| Aptus Capital Advisors, LLC | 414 | $10.1K | — | New |
| AE Wealth Management LLC | 297 | $7.24K | −$49 | Cut−$9.21K |
| Root Financial Partners, LLC | 283 | $6.9K | — | New |
| Blue Trust, Inc. | 145 | $3.54K | −$23 | Cut−$34.6K |
| THOROUGHBRED FINANCIAL SERVICES, LLC | 93.6K | $2.28K | −$12 | Added$555 |
| Janney Montgomery Scott LLC | 65.4K | $1.59K | — | New |
| Cambridge Investment Research Advisors, Inc. | 15.9K | $387 | −$3 | Added$42 |
| HAZLETT, BURT & WATSON, INC. | 162 | $4 | −$0 | Held |