| BANK OF AMERICA CORP /DE/ | 577K | $26.2M | $415.5K | Cut−$1.19M |
| RAYMOND JAMES FINANCIAL INC | 471.7K | $21.4M | $339.6K | Cut−$4.1M |
| LPL Financial LLC | 399.3K | $18.1M | $286.2K | Added$370.6K |
| Mariner, LLC | 351.1K | $15.9M | $242.8K | Added$872.6K |
| EASTERN BANK | 292.1K | $13.3M | $210.3K | Cut−$682.1K |
| FLPUTNAM INVESTMENT MANAGEMENT CO | 243.9K | $11.1M | $175.6K | Cut−$188.5K |
| BAILARD, INC. | 217.4K | $9.86M | $153.7K | Added$332.8K |
| Composition Wealth, LLC | 165.3K | $7.5M | $111.9K | Added$559.1K |
| Koss-Olinger Consulting, LLC | 135.9K | $6.17M | $97.1K | Added$134.4K |
| Beacon Pointe Advisors, LLC | 132.8K | $6.03M | — | New |
| HARBOUR INVESTMENTS, INC. | 124K | $5.63M | $81K | Added$604.5K |
| KEYBANK NATIONAL ASSOCIATION/OH | 115.4K | $5.23M | — | New |
| FRANKLIN RESOURCES INC | 95.8K | $4.35M | $69K | Added$69K |
| JNBA Financial Advisors | 86.2K | $3.91M | $62K | Cut−$154.1K |
| CARY STREET PARTNERS FINANCIAL LLC | 73.6K | $3.34M | $53K | Cut−$18.2K |
| Advisory Services Network, LLC | 67.9K | $3.08M | $48.9K | Cut−$789.1K |
| World Investment Advisors | 62.4K | $2.83M | $43.9K | Added$108.2K |
| Francis Financial, Inc. | 52.5K | $2.38M | $37.3K | Added$70.4K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 49.5K | $2.25M | $27.5K | Added$543.9K |
| Cetera Investment Advisers | 48K | $2.18M | $32.8K | Added$142.7K |
| HILLTOP WEALTH ADVISORS, LLC | 43.8K | $1.99M | $31.5K | Added$8.8K |
| Sanchez Levi Garrett | 42.3K | $1.92M | — | Held |
| Creative Planning | 41.5K | $1.88M | $9.12K | Added$1.32M |
| Opes Wealth Management LLC | 38.5K | $1.75M | $27.2K | Added$63K |
| SEEDS INVESTOR LLC | 36K | $1.74M | — | New |
| OSAIC HOLDINGS, INC. | 37.6K | $1.7M | $27.1K | Cut−$163K |
| Balanced Rock Investment Advisors LLC | 35.7K | $1.62M | $25K | Added$70.3K |
| COMMONWEALTH EQUITY SERVICES, LLC | 34.9K | $1.58M | $23.8K | Added$101.5K |
| ROYAL BANK OF CANADA | 34.4K | $1.56M | $16.6K | Added$545K |
| GOULD ASSET MANAGEMENT LLC /CA/ | 34.1K | $1.55M | $22.9K | Added$125K |
| Robertson Stephens Wealth Management, LLC | 33.7K | $1.53M | $19.6K | Added$309.8K |
| RTD Financial Advisors, Inc. | 32.1K | $1.46M | $22.9K | Added$37.7K |
| Bank of New York Mellon Corp | 31.7K | $1.44M | — | New |
| SAGE FINANCIAL GROUP INC | 31.6K | $1.43M | $22.3K | Added$49.1K |
| Biltmore Family Office, LLC | 31.2K | $1.42M | $22.5K | Added$22.5K |
| HighTower Advisors, LLC | 30.7K | $1.39M | $20.4K | Added$123.6K |
| Trilogy Capital Inc. | 28.7K | $1.3M | $19K | Added$124.6K |
| Corient Private Wealth LLC | 26K | $1.18M | $18.7K | Cut−$15.4K |
| Steward Partners Investment Advisory, LLC | 25.5K | $1.16M | $18.3K | Added$78 |
| Affiance Financial, LLC | 24.8K | $1.12M | $17.8K | Cut−$262.4K |
| D.A. DAVIDSON & CO. | 24.7K | $1.12M | $17.4K | Added$40.8K |
| Shira Ridge Wealth Management | 23.7K | $1.08M | $17.1K | Cut−$170.2K |
| COLDSTREAM CAPITAL MANAGEMENT INC | 23.4K | $1.06M | $16.9K | Cut−$47.9K |
| Private Advisor Group, LLC | 21.9K | $993.2K | $15.8K | Cut−$10.4K |
| JANE STREET GROUP, LLC | 21.4K | $971.4K | — | New |
| Eley Financial Management, Inc | 21.1K | $956.5K | $14.6K | Added$52.8K |
| MassMutual Private Wealth & Trust, FSB | 21K | $953.9K | $14.8K | Added$37.2K |
| MainStreet Investment Advisors LLC | 21K | $953.9K | $14.9K | Added$30.8K |
| BIRCHBROOK, INC. | 20.8K | $941.9K | $14.1K | Added$67.9K |
| WHITTIER TRUST CO | 20.3K | $933.3K | −$12.3K | Cut−$12.3K |
| Caliber Wealth Management, LLC / KS | 20.4K | $925.3K | $14.7K | Added$14.7K |
| ENVESTNET ASSET MANAGEMENT INC | 20.3K | $919.1K | $10.8K | Added$252.3K |
| EP Wealth Advisors, LLC | 20.1K | $910.5K | $14.4K | Cut−$286.5K |
| TRUIST FINANCIAL CORP | 19.9K | $901.9K | $14.3K | Added$12.6K |
| Values Added Financial LLC | 19.7K | $894.7K | $13.3K | Added$67.4K |
| Aptus Capital Advisors, LLC | 19.1K | $867.9K | $13.6K | Added$22.3K |
| NorthRock Partners, LLC | 19K | $863K | $11.2K | Added$168.8K |
| Topel & Distasi Wealth Management, LLC | 17.8K | $805.9K | $12.8K | Cut−$57.2K |
| MGO ONE SEVEN LLC | 17.8K | $805.5K | $12.8K | Cut−$6.42K |
| Focus Partners Wealth | 16.1K | $728.7K | $11.3K | Added$30.5K |
| Baird Financial Group, Inc. | 15.9K | $719.9K | $11.4K | Cut−$5.59K |
| Atlantic Private Wealth, LLC | 15.8K | $718K | $11.1K | Added$27.3K |
| Integrated Wealth Concepts LLC | 14.7K | $668.2K | $6.56K | Added$261.9K |
| Beta Wealth Group, Inc. | 13.7K | $623.6K | $9.88K | Cut−$5.89K |
| Stratos Wealth Partners, LTD. | 13.7K | $622.8K | $8.2K | Added$115.3K |
| RVW Wealth, LLC | 13.7K | $621.3K | $9.86K | Added$9.86K |
| Portland Global Advisors LLC | 13.6K | $618.6K | $9.82K | Cut−$21.4K |
| Stordahl Capital Management, Inc. | 13.2K | $596.7K | $8.72K | Added$56.1K |
| BLB&B Advisors, LLC | 12.5K | $565.1K | $8.58K | Added$32.8K |
| Magnus Financial Group LLC | 12.3K | $557.6K | $8.85K | Added$103 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 11.6K | $530.2K | −$9.3K | Cut−$280.2K |
| DAVENPORT & Co LLC | 11.6K | $525.9K | $8.35K | Added$8.35K |
| CIBC Bancorp USA Inc. | 13.4K | $523.8K | — | Held |
| Optas, LLC | 11.3K | $514.9K | $4.8K | Added$216.4K |
| Pathway Financial Advisors LLC | 10.7K | $490.5K | −$8.62K | Cut−$8.62K |
| Weil Company, Inc. | 10.5K | $477.1K | $7.32K | Added$23.5K |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 9.8K | $476K | $3.33K | Added$437.9K |
| McKinley Carter Wealth Services, Inc. | 10.3K | $467.2K | $7.42K | Cut−$398.8K |
| Rockefeller Capital Management L.P. | 9.75K | $442.5K | $1.3K | Added$361.7K |
| Chicago Partners Investment Group LLC | 8.9K | $436.5K | $19.1K | Added$30.9K |
| Armbruster Capital Management, Inc. | 9.22K | $418.5K | $5.89K | Added$53.5K |
| Cerity Partners LLC | 9.09K | $412.4K | — | New |
| BRADLEY FOSTER & SARGENT INC/CT | 8.98K | $407.3K | $6.39K | Added$10.8K |
| Fortis Capital Advisors, LLC | 8.97K | $407.1K | — | New |
| Belpointe Asset Management LLC | 8.97K | $407.1K | — | New |
| MCCARTER PRIVATE WEALTH SERVICES LLC | 8.97K | $407.1K | $5.6K | Added$60K |
| Farther Finance Advisors, LLC | 8.81K | $403.5K | $5.58K | Added$183.1K |
| Westview Management dba Westview Investment Advisors | 8.84K | $400.9K | $5.05K | Added$87.7K |
| McNamara Financial Services, Inc. | 8.61K | $390.4K | $3.42K | Added$178.4K |
| Tarbox Family Office, Inc. | 8.41K | $381.8K | $5.77K | Added$24.2K |
| HighPoint Advisor Group LLC | 7.8K | $354K | $5.61K | Added$5.17K |
| PFG Investments, LLC | 7.7K | $349.5K | $5.54K | Added$6.26K |
| Weinberger Asset Management, Inc | 7.65K | $347.2K | — | New |
| Tribridge Partners Financial LLC | 7.58K | $346.6K | $5.67K | Added$117.6K |
| MAI Capital Management | 7.18K | $325.7K | $5.17K | Cut−$6.89K |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | 7K | $317.5K | $5.02K | Added$6.33K |
| Asset Dedication, LLC | 6.88K | $312K | $4.95K | Added$709 |
| Impact Investors, Inc | 6.87K | $311.9K | $4.85K | Added$11.1K |
| CWM, LLC | 6.64K | $301.1K | $300.8K | Added$300.8K |
| Fortress Financial Solutions, LLC | 6.52K | $295.8K | $4K | Added$47.9K |
| Joel Adams & Associates, Inc. | 6.46K | $293.2K | $4.66K | Cut−$74.7K |
| MML INVESTORS SERVICES, LLC | 6.29K | $285.2K | $4.52K | Cut−$4.28K |
| Charter Oak Capital Management, LLC | 6.18K | $280.3K | $4.35K | Added$10.6K |
| CAPE ANN SAVINGS BANK | 6.11K | $277.2K | $4.26K | Added$12.7K |
| Freedom Financial Partners LLC | 5.81K | $263.6K | $3.38K | Added$54.1K |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | 5.8K | $263K | $4.17K | Added$3.15K |
| Capital Advantage, Inc. | 5.54K | $251.1K | $3.99K | Added$3.98K |
| Pathfinder Wealth Consulting, Inc. | 5.5K | $249.7K | $3.96K | Added$3.96K |
| SAX WEALTH ADVISORS, LLC | 5.49K | $245.1K | $0 | Held |
| Marshall & Sterling Wealth Advisors Inc. | 5.39K | $244.5K | $3.84K | Added$7.2K |
| TPG Financial Advisors, LLC | 5.35K | $242.9K | $3.67K | Added$15.3K |
| Sound Stewardship, LLC | 5.19K | $235.5K | $3.76K | Cut−$8.08K |
| Financial Council, LLC | 5.17K | $234.5K | $3.74K | Added$3.83K |
| Mutual Advisors, LLC | 5.11K | $231.6K | — | New |
| Ellenbecker Investment Group | 4.86K | $220.5K | — | New |
| GGM Financials LLC | 4.71K | $213.9K | — | New |
| ROGCO, LP | 4.71K | $213.5K | $3.39K | Cut−$6.21K |
| Rede Wealth, LLC | 4.61K | $209.1K | $3.32K | Cut−$20.5K |
| NOVARE CAPITAL MANAGEMENT LLC | 4.53K | $205.6K | $3.26K | Cut−$164.8K |
| McIlrath & Eck, LLC | 4.39K | $199.3K | $3.16K | Added$2.18K |
| Larson Financial Group LLC | 3.82K | $173.2K | $2.74K | Added$3.29K |
| Hills Bank & Trust Co | 3.27K | $148.2K | $2.35K | Cut−$7.92K |
| Mascoma Wealth Management LLC | 3.2K | $145.4K | $2.29K | Cut−$4.58K |
| FIRST UNITED BANK & TRUST | 3K | $136.1K | $2.16K | Added$820 |
| MOGY JOEL R INVESTMENT COUNSEL INC | 3K | $136.1K | $2.16K | Added$2.16K |
| Clarity Asset Management, Inc. | 2.95K | $133.9K | — | New |
| ARCADIA INVESTMENT ADVISORS LLC | 2.84K | $128.8K | $2.04K | Added$2.04K |
| Arax Advisory Partners | 2.64K | $119.8K | $1.9K | Added$1.9K |
| BLUELINE ADVISORS LLC | 2.13K | $96.8K | $1.54K | Cut−$2.75K |
| MORGAN STANLEY | 2.11K | $95.7K | $1.4K | Added$7.62K |
| Armor Investment Advisors, LLC | 2.1K | $95.4K | $1.51K | Added$1.51K |
| JPMORGAN CHASE & CO | 2.03K | $89.3K | −$346 | Added$66.6K |
| Nemes Rush Group LLC | 1.95K | $88.4K | $959 | Added$30.5K |
| Medallion Wealth Advisors, LLC | 1.8K | $81.9K | $1.27K | Added$3.4K |
| Ritter Daniher Financial Advisory LLC / DE | 1.32K | $59.7K | $861 | Added$6.3K |
| ARMSTRONG ADVISORY GROUP, INC | 1.12K | $51K | $809 | Cut−$1.65K |
| CALDWELL SUTTER CAPITAL, INC. | 991 | $45K | $714 | Added$714 |
| Fidelity | 909 | $41.2K | $628 | Added$3.4K |
| Corient IA LLC | 900 | $40.8K | — | New |
| US BANCORP \DE\ | 867 | $39.3K | $624 | Added$624 |
| Harbor Asset Planning, Inc. | 831 | $37.7K | $590 | Added$681 |
| WFA of San Diego, LLC | 791 | $35.9K | $570 | Added$570 |
| Fort Vancouver Investment Management, LLC | 780 | $35.4K | $562 | Added$562 |
| WHITTIER TRUST CO OF NEVADA INC | 710 | $32.6K | −$430 | Cut−$430 |
| Addison Advisors LLC | 700 | $31.8K | $504 | Added$504 |
| GHP Investment Advisors, Inc. | 684 | $31K | $517 | Added$562 |
| Sherman Asset Management, Inc. | 680 | $30.9K | $490 | Cut−$2.28K |
| Western Wealth Management, LLC | 625 | $28.3K | — | New |
| Meramec Financial Planners, LLC | 548 | $27.2K | $484 | Cut−$25.8K |
| Birchwood Financial Partners, Inc. | 582 | $26.4K | $433 | Added$478 |
| DEUTSCHE BANK AG\ | 550 | $25K | $180 | Added$13.8K |
| BlackRock, Inc. | 427 | $19.4K | — | New |
| Key Financial Inc | 330 | $15K | $238 | Added$238 |
| Rossby Financial, LCC | 292 | $13.4K | $15 | Added$12.8K |
| IFP Advisors, Inc | 250 | $11.3K | $180 | Added$180 |
| 1 NORTH WEALTH SERVICES LLC | 245 | $11.1K | $177 | Added$177 |
| Godfrey Financial Associates, Inc. | 216 | $9.8K | $139 | Added$1.27K |
| Redwood Park Advisors LLC | 212 | $9.6K | $129 | Added$174 |
| NATIONAL BANK OF CANADA /FI/ | 140 | $6.29K | — | New |
| WELLS FARGO & COMPANY/MN | 137 | $6.22K | $99 | Cut−$19.6K |
| Allworth Financial LP | 124 | $5.62K | $102 | Added$102 |
| Milestone Investment Advisors LLC | 120 | $5.45K | $87 | Added$87 |
| Triumph Capital Management | 120 | $5.44K | $86 | Added$86 |
| Front Row Advisors LLC | 100 | $4.54K | $72 | Added$72 |
| Spire Wealth Management | 84 | $3.81K | $60 | Added$60 |
| Millstone Evans Group, LLC | 68 | $3.08K | $49 | Added$49 |
| Community Bank, N.A. | 58 | $2.63K | $41 | Added$41 |
| ASSETMARK, INC | 29 | $1.32K | $21 | Cut−$24 |
| Cambridge Investment Research Advisors, Inc. | 26.4K | $1.2K | $19 | Added$22 |
| CBIZ Investment Advisory Services, LLC | 25 | $1.13K | $18 | Added$18 |
| Capital Analysts, LLC | 12.5K | $569 | $7 | Added$81 |
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | 9.2K | $417 | $6 | Added$6 |
| Hanson & Doremus Investment Management | 1.91K | $87 | $2 | Added$2 |
| Smithfield Trust Co | 1.53K | $68 | $0 | Added$25 |
| GW&K Investment Management, LLC | 1.32K | $60 | — | New |
| VALLEY NATIONAL ADVISERS INC | 971 | $44 | $1 | Added$1 |
| Urban Financial Advisory Corp | 1 | $38 | $0 | Held |
| Avion Wealth | 36 | $1 | $0 | Held |