| KEYBANK NATIONAL ASSOCIATION/OH | 96.3K | $4.19M | — | New |
| Focus Partners Wealth | 92.5K | $4.03M | $88.2K | Added$104.3K |
| BAILARD, INC. | 78.2K | $3.4M | $65.9K | Added$472.9K |
| LPL Financial LLC | 60K | $2.61M | $51.9K | Added$304.2K |
| FRANKLIN RESOURCES INC | 55.8K | $2.43M | $53.4K | Added$53.4K |
| Invera Wealth Advisors, LLC | 53.9K | $2.35M | — | New |
| Highland Financial Advisors, LLC | 51.2K | $2.23M | $44.2K | Added$264.6K |
| Biltmore Family Office, LLC | 32K | $1.39M | $30.6K | Added$30.6K |
| BROWN ADVISORY INC | 31K | $1.35M | $4.62K | Added$1.14M |
| Citadel | 29.7K | $1.29M | — | New |
| Bank of New York Mellon Corp | 29K | $1.26M | — | New |
| JNBA Financial Advisors | 26.9K | $1.17M | $25.8K | Cut−$4.77K |
| Creative Planning | 25.1K | $1.09M | $6.61K | Added$797.4K |
| Atlantic Private Wealth, LLC | 16.5K | $718.1K | $15.4K | Added$31.5K |
| EP Wealth Advisors, LLC | 16.2K | $706.3K | $15.5K | Cut−$455K |
| Quantinno Capital Management LP | 15.8K | $689.3K | — | New |
| Magnus Financial Group LLC | 15.3K | $664.3K | $14.6K | Added$4.58K |
| MassMutual Private Wealth & Trust, FSB | 15.2K | $660.4K | — | New |
| MainStreet Investment Advisors LLC | 15.2K | $660.4K | — | New |
| Advisory Services Network, LLC | 14.9K | $649.7K | — | New |
| RAYMOND JAMES FINANCIAL INC | 14.6K | $637K | $14K | Cut−$60.6K |
| Beta Wealth Group, Inc. | 14.3K | $622.5K | $13.7K | Cut−$11.1K |
| Eley Financial Management, Inc | 13.6K | $593.5K | $9.98K | Added$149.6K |
| D.A. DAVIDSON & CO. | 13.3K | $580.7K | $12.7K | Added$14.3K |
| HEADINVEST, LLC | 12.5K | $544.4K | $12K | Added$9.84K |
| Pathway Financial Advisors LLC | 12.2K | $538.4K | −$2.38K | Cut−$2.38K |
| Cambridge Financial Group, LLC | 12.2K | $529.5K | $25.7K | Added$25.7K |
| BIRCHBROOK, INC. | 11.9K | $517.2K | $6.97K | Added$207.8K |
| Cerity Partners LLC | 11.8K | $512.1K | $11.3K | Cut−$62.7K |
| Mariner, LLC | 11.5K | $500.1K | $10.9K | Added$16.2K |
| GOLDMAN SACHS GROUP INC | 11.4K | $496.2K | $10.9K | Added$11.6K |
| Asset Dedication, LLC | 10.8K | $468.3K | $10.3K | Added$10.3K |
| Lido Advisors, LLC | 10.6K | $460.8K | $9.42K | Added$50.9K |
| Robertson Stephens Wealth Management, LLC | 10.1K | $441.2K | $6.51K | Added$151.8K |
| Cetera Investment Advisers | 9.93K | $432.4K | $9.51K | Cut−$20.6K |
| MAI Capital Management | 9.87K | $429.7K | $9.45K | Cut−$5.62K |
| DeDora Capital, Inc. | 9.49K | $413.1K | — | New |
| GOULD ASSET MANAGEMENT LLC /CA/ | 9.15K | $398.6K | $8.32K | Added$28.6K |
| Balanced Rock Investment Advisors LLC | 9.11K | $396.5K | $8.53K | Added$17.1K |
| Private Advisor Group, LLC | 8.85K | $385.1K | $7.73K | Added$42.1K |
| Sprinkle Financial Consultants LLC | 7.89K | $343.5K | $7.56K | Added$7.57K |
| Tarbox Family Office, Inc. | 7.61K | $331.5K | $7.02K | Added$19.1K |
| OSAIC HOLDINGS, INC. | 7.37K | $320.8K | $7.07K | Added$7.07K |
| Armbruster Capital Management, Inc. | 7.36K | $320.3K | $7.04K | Added$6.83K |
| NorthRock Partners, LLC | 7.35K | $320.1K | $5.12K | Added$92.2K |
| Charter Oak Capital Management, LLC | 6.85K | $298.4K | $6.2K | Added$22.7K |
| Valeo Financial Advisors, LLC | 6.65K | $289.6K | $6.33K | Cut−$20.3K |
| Heck Capital Advisors, LLC | 6.62K | $288.4K | $6.34K | Cut−$1.45K |
| Legacy Edge Advisors, LLC | 6.26K | $272.5K | $5.99K | Added$1.01K |
| PFG Investments, LLC | 6.26K | $272.5K | $6K | Added$6K |
| Optas, LLC | 5.96K | $259.3K | — | New |
| ENVESTNET ASSET MANAGEMENT INC | 5.8K | $252.6K | — | New |
| MISSION WEALTH MANAGEMENT, LP | 5.7K | $248.3K | $5.46K | Cut−$82.3K |
| Savant Capital, LLC | 5.59K | $243.4K | $5.35K | Cut−$32.3K |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 4.81K | $230.3K | — | New |
| COMMONWEALTH EQUITY SERVICES, LLC | 5.25K | $228.7K | $4.63K | Added$21.6K |
| MML INVESTORS SERVICES, LLC | 5.22K | $227.5K | $5K | Cut−$43.4K |
| Rockefeller Capital Management L.P. | 3.83K | $166.6K | $3.67K | Added$3.67K |
| Steward Partners Investment Advisory, LLC | 3K | $130.6K | $2.87K | Added$2.87K |
| BLAIR WILLIAM & CO/IL | 2.75K | $119.9K | $2.32K | Added$16.9K |
| MCF Advisors LLC | 2.28K | $99.3K | $2.18K | Added$2.18K |
| Milestone Investment Advisors LLC | 2.17K | $94.5K | $2.08K | Added$2.08K |
| Birchwood Financial Partners, Inc. | 1.97K | $85.7K | $918 | Added$45.3K |
| Cherry Tree Wealth Management, LLC | 1.77K | $77.1K | $1.7K | Added$1.7K |
| Farther Finance Advisors, LLC | 1.49K | $65.1K | — | New |
| Fidelity | 1.34K | $58.6K | $90 | Added$55.4K |
| ROGCO, LP | 1.34K | $58.3K | — | New |
| Meramec Financial Planners, LLC | 1.01K | $48.4K | $1.56K | Added$1.56K |
| Golden State Wealth Management, LLC | 1K | $43.7K | $963 | Added$963 |
| Ritter Daniher Financial Advisory LLC / DE | 919 | $40K | $801 | Added$4.37K |
| Corient IA LLC | 900 | $39.2K | — | New |
| HIGHLINE WEALTH PARTNERS LLC | 810 | $35.3K | $775 | Added$775 |
| Blue Trust, Inc. | 768 | $33.4K | $629 | Added$5.55K |
| McIlrath & Eck, LLC | 715 | $31.1K | $683 | Added$727 |
| Medallion Wealth Advisors, LLC | 710 | $30.9K | $655 | Added$1.79K |
| Key Financial Inc | 610 | $26.6K | $584 | Added$584 |
| UBS Group AG | 599 | $26.1K | $82 | Added$22.5K |
| GHP Investment Advisors, Inc. | 551 | $24K | $528 | Added$528 |
| CWM, LLC | 492 | $21.4K | $21.4K | Added$21.4K |
| Dunhill Financial, LLC | 413 | $18K | $394 | Added$394 |
| MORGAN STANLEY | 293 | $12.8K | $260 | Added$217 |
| Arax Advisory Partners | 257 | $11.2K | $246 | Added$246 |
| 1 NORTH WEALTH SERVICES LLC | 190 | $8.27K | $182 | Added$182 |
| WHITTIER TRUST CO | 144 | $6.37K | $6 | Added$6 |
| Smartleaf Asset Management LLC | 146 | $6.18K | −$112 | Cut−$112 |
| Triumph Capital Management | 123 | $5.36K | $118 | Added$118 |
| Godfrey Financial Associates, Inc. | 103 | $4.48K | $98 | Added$98 |
| ROYAL BANK OF CANADA | 86 | $4K | $0 | Held |
| Western Wealth Management, LLC | 58 | $2.54K | — | New |
| Spire Wealth Management | 39 | $1.7K | $37 | Added$37 |
| Millstone Evans Group, LLC | 23 | $1K | $22 | Added$22 |
| Smithfield Trust Co | 3.68K | $159 | $1 | Added$111 |
| GW&K Investment Management, LLC | 631 | $27 | — | New |
| Hanson & Doremus Investment Management | 495 | $22 | $1 | Added$1 |
| Covestor Ltd | 88 | $4 | $0 | Held |