| University of Cambridge Investment Management Ltd | 2.2M | $108.4M | −$7.66M | Cut−$83.6M |
| LPL Financial LLC | 273.5K | $13.5M | −$891.3K | Cut−$35.8K |
| BECKER CAPITAL MANAGEMENT INC | 247.3K | $12.2M | −$803.5K | Added$2.45K |
| BROWN ADVISORY INC | 219K | $10.8M | −$640.4K | Added$1.08M |
| KEYBANK NATIONAL ASSOCIATION/OH | 159.5K | $7.85M | — | New |
| MORGAN STANLEY | 128.3K | $6.32M | −$7.02K | Added$6.21M |
| JNBA Financial Advisors | 85.6K | $4.22M | −$298K | Cut−$1.11M |
| Wharton Business Group, LLC | 76.4K | $3.76M | −$266K | Cut−$266K |
| FRANKLIN RESOURCES INC | 76K | $3.74M | −$264.5K | Cut−$264.5K |
| Bank of New York Mellon Corp | 73.2K | $3.6M | — | New |
| Atlantic Private Wealth, LLC | 71.5K | $3.52M | −$235.5K | Cut−$47.1K |
| Alpine Bank Wealth Management | 70.3K | $3.46M | −$244.8K | Cut−$715K |
| BSW Wealth Partners | 62.8K | $3.09M | −$218.5K | Cut−$218.5K |
| RAYMOND JAMES FINANCIAL INC | 61.6K | $3.03M | −$214.4K | Cut−$596.7K |
| Biltmore Family Office, LLC | 56.2K | $2.77M | −$195.6K | Cut−$195.6K |
| NorthRock Partners, LLC | 47.3K | $2.33M | −$130K | Added$358.3K |
| HighTower Advisors, LLC | 46.3K | $2.28M | −$143.8K | Added$101.2K |
| GOULD ASSET MANAGEMENT LLC /CA/ | 44.7K | $2.2M | −$146.1K | Cut−$10.3K |
| EP Wealth Advisors, LLC | 41.4K | $2.04M | −$144.2K | Cut−$1.74M |
| TWO SIGMA INVESTMENTS, LP | 40.3K | $1.98M | — | New |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 35.6K | $1.95M | — | New |
| Lido Advisors, LLC | 39.3K | $1.93M | — | New |
| MAI Capital Management | 32K | $1.58M | −$76.2K | Added$422.4K |
| JPMORGAN CHASE & CO | 32.5K | $1.55M | −$136.7K | Added$77.9K |
| ROYAL BANK OF CANADA | 30.2K | $1.48M | −$83.8K | Added$216K |
| Wick Capital Partners, LLC | 30.1K | $1.48M | −$104.4K | Cut−$98.1K |
| BANK OF AMERICA CORP /DE/ | 29.1K | $1.43M | −$101.1K | Cut−$131.8K |
| Napier Financial, LLC | 28.8K | $1.42M | −$100.2K | Cut−$180K |
| Financial Council, LLC | 28.4K | $1.4M | −$97.9K | Cut−$85.4K |
| ENVESTNET ASSET MANAGEMENT INC | 28.1K | $1.38M | −$88.4K | Added$42.8K |
| COMMONWEALTH EQUITY SERVICES, LLC | 27K | $1.33M | −$94K | Cut−$291.7K |
| Focus Partners Wealth | 23.1K | $1.14M | −$80.1K | Cut−$74.6K |
| MML INVESTORS SERVICES, LLC | 22.6K | $1.11M | −$76.7K | Cut−$52K |
| NerdWallet Wealth Partners, LLC | 22.4K | $1.1M | — | New |
| MERCER GLOBAL ADVISORS INC /ADV | 21.9K | $1.08M | — | New |
| Apollon Wealth Management, LLC | 20.3K | $999.6K | −$70.7K | Cut−$519.5K |
| Cornerstone Financial Management LLC | 19K | $936.1K | −$66.2K | Cut−$76.9K |
| Cresset Asset Management, LLC | 18.8K | $927.5K | −$44.3K | Added$255.8K |
| Magnus Financial Group LLC | 18.4K | $905.6K | −$64K | Cut−$123.5K |
| Human Investing LLC | 17.8K | $874K | −$59K | Cut−$20K |
| Kestra Advisory Services, LLC | 17.7K | $871.4K | −$61.6K | Cut−$158.3K |
| Mariner, LLC | 17.7K | $869.5K | −$61.4K | Cut−$59.8K |
| Sage Mountain Advisors LLC | 17.4K | $855.7K | −$59.1K | Cut−$38.6K |
| Highland Financial Advisors, LLC | 16.9K | $830.2K | −$46.1K | Added$131.4K |
| Sound Stewardship, LLC | 16K | $789.6K | −$53.7K | Cut−$23.2K |
| Cetera Investment Advisers | 15.9K | $784.7K | −$52.9K | Cut−$15.6K |
| RETIREMENT CAPITAL STRATEGIES | 15.4K | $757.1K | −$53.5K | Cut−$53.5K |
| Tarbox Family Office, Inc. | 15.2K | $748.3K | −$49.3K | Added$960 |
| Ferguson Shapiro LLC | 14.9K | $733.5K | −$51.9K | Cut−$51.9K |
| JANE STREET GROUP, LLC | 14.7K | $725.1K | −$36.4K | Added$173.3K |
| Prosperity Consulting Group, LLC | 14.1K | $692.5K | — | New |
| COLTON GROOME FINANCIAL ADVISORS, LLC | 13.8K | $680K | −$36.6K | Added$126.4K |
| Savant Capital, LLC | 12.6K | $618.9K | −$43.8K | Cut−$43.8K |
| Freedom Financial Partners LLC | 12K | $590.5K | −$37.3K | Added$24.5K |
| Sprinkle Financial Consultants LLC | 11.9K | $585.9K | −$41.3K | Cut−$39.9K |
| Emergent Wealth Advisors, LLC | 11.6K | $572.3K | −$40.5K | Cut−$40.5K |
| Asset Dedication, LLC | 11.5K | $563.8K | −$39.9K | Cut−$39.9K |
| Cambridge Financial Group, LLC | 11.5K | $563.8K | $44.9K | Added$44.9K |
| BRADLEY FOSTER & SARGENT INC/CT | 10.9K | $536.7K | −$37.4K | Cut−$30K |
| RMR Wealth Builders | 10.9K | $536.4K | −$15.4K | Added$302.6K |
| Integrated Wealth Concepts LLC | 10.8K | $529.9K | — | New |
| Archer Investment Corp | 10.6K | $520.7K | −$720 | Added$509.8K |
| Veridan Wealth LLC | 10.2K | $502.5K | −$35.6K | Cut−$48.1K |
| Pathstone Holdings, LLC | 10.2K | $500.7K | −$35.4K | Cut−$35.4K |
| Tribridge Partners Financial LLC | 9.63K | $479.1K | −$28.6K | Cut−$28.6K |
| Private Advisor Group, LLC | 9.63K | $474K | −$31.3K | Held |
| Black Diamond Financial, LLC | 9.27K | $456K | −$32.2K | Cut−$32.2K |
| Measured Risk Portfolios, Inc. | 9.06K | $445.7K | −$31.5K | Cut−$31.5K |
| Navalign, LLC | 8.9K | $438.2K | −$31K | Cut−$31K |
| OSAIC HOLDINGS, INC. | 8.71K | $428.5K | −$30.4K | Cut−$48.9K |
| Confluence Wealth Services, Inc. | 8.69K | $427.8K | −$30.1K | Cut−$28.2K |
| Curtis Advisory Group, LLC | 8.16K | $401.9K | −$28.4K | Cut−$253.3K |
| ST GERMAIN D J CO INC | 7.65K | $376.5K | −$26.6K | Cut−$26.6K |
| Wingate Wealth Advisors, Inc. | 7.34K | $361.2K | −$16K | Added$118.7K |
| Sigma Planning Corp | 7.27K | $357.9K | −$25.2K | Cut−$24.4K |
| VOISARD ASSET MANAGEMENT GROUP, INC. | 7.23K | $355.7K | −$25.1K | Cut−$24.4K |
| Ellenbecker Investment Group | 7.16K | $352.4K | −$24.6K | Cut−$20.3K |
| Rockefeller Capital Management L.P. | 7.1K | $349.5K | −$21.9K | Added$17.4K |
| Pettinga Financial Advisors LLC | 6.87K | $338K | −$23.9K | Cut−$23.9K |
| Crane Advisory, LLC | 6.24K | $334.5K | $47 | Added$84.6K |
| Corient Private Wealth LLC | 6.6K | $324.9K | −$23K | Cut−$22.6K |
| Montecito Bank & Trust | 6.36K | $313.2K | −$22.1K | Cut−$22.1K |
| Dakota Wealth Management | 6.34K | $311.8K | −$22K | Cut−$21.2K |
| Gray Private Wealth, LLC | 6.28K | $309.2K | −$21.9K | Cut−$21.9K |
| CARY STREET PARTNERS FINANCIAL LLC | 6.11K | $300.7K | −$21.3K | Cut−$21K |
| KWB Wealth | 5.53K | $291.4K | $0 | Held |
| Armor Investment Advisors, LLC | 5.88K | $289.2K | −$20.2K | Cut−$16.6K |
| Citadel | 5.58K | $274.6K | −$19.4K | Cut−$1.53M |
| Wealth Group Ltd | 5.57K | $274.2K | — | New |
| Topel & Distasi Wealth Management, LLC | 5.24K | $257.7K | −$18.2K | Cut−$67.4K |
| CORA CAPITAL ADVISORS LLC | 5.22K | $257.2K | −$16.8K | Added$2.9K |
| Elwood & Goetz Wealth Advisory Group, LLC | 5.08K | $250.3K | −$17.7K | Cut−$41.6K |
| Timmons Wealth Management, LLC | 5.05K | $248.7K | −$17.3K | Cut−$12.8K |
| Whitegate Investment Counselors, Inc. | 5.04K | $248.2K | −$17.6K | Cut−$29.9K |
| Valeo Financial Advisors, LLC | 4.98K | $245.1K | −$16.8K | Cut−$8.81K |
| Perigon Wealth Management, LLC | 4.92K | $242.4K | — | New |
| Peak Retirement Planning, Inc. | 4.91K | $241.7K | — | New |
| EASTERN BANK | 4.8K | $236.2K | −$16.7K | Cut−$35.5K |
| Horst & Graben Wealth Management LLC | 3.94K | $215.5K | $8.03K | Added$8.03K |
| Archer Investment Management, LLC | 4.22K | $207.8K | −$14.7K | Cut−$630.6K |
| SEEDS INVESTOR LLC | 3.86K | $203.9K | — | New |
| Patriot Financial Group Insurance Agency, LLC | 4.14K | $203.8K | — | New |
| US BANCORP \DE\ | 4.12K | $202.6K | −$14.3K | Cut−$14.3K |
| Ellis Investment Partners, LLC | 4.11K | $202.5K | — | New |
| BLAIR WILLIAM & CO/IL | 4.07K | $200.5K | −$14.2K | Cut−$14.2K |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | 4K | $196.7K | −$13.9K | Cut−$41.2K |
| Grove Bank & Trust | 3.86K | $190.1K | −$13.4K | Cut−$13.4K |
| MOGY JOEL R INVESTMENT COUNSEL INC | 3.35K | $164.9K | −$11.7K | Cut−$11.7K |
| Smartleaf Asset Management LLC | 3.27K | $156.2K | −$17.4K | Cut−$17.4K |
| ARCADIA INVESTMENT ADVISORS LLC | 2.78K | $136.6K | −$9.65K | Cut−$9.55K |
| Western Wealth Management, LLC | 2.65K | $130.7K | — | New |
| Fidelity | 2.64K | $130.1K | −$9.21K | Cut−$31K |
| WELLS FARGO & COMPANY/MN | 2.57K | $126.3K | — | New |
| Millstone Evans Group, LLC | 2.42K | $119.4K | −$8.44K | Cut−$8.44K |
| CWM, LLC | 2.22K | $109.2K | $109K | Added$109K |
| VSM Wealth Advisory, LLC | 1.92K | $94.4K | −$6.7K | Cut−$6.65K |
| Redwood Park Advisors LLC | 1.66K | $81.4K | −$5.74K | Cut−$5.55K |
| Steward Partners Investment Advisory, LLC | 1.57K | $77.2K | — | New |
| Ashton Thomas Private Wealth, LLC | 1.57K | $77.2K | — | New |
| ASSETMARK, INC | 1.46K | $71.7K | −$5.07K | Cut−$5.07K |
| Tidemark, LLC | 1.3K | $63.9K | — | New |
| SUN LIFE FINANCIAL INC | 823K | $40.5K | −$2.86K | Cut−$2.86K |
| Sunbelt Securities, Inc. | 762 | $37.5K | −$2.68K | Cut−$2.58K |
| Federation des caisses Desjardins du Quebec | 650 | $32K | −$2.18K | Cut−$2.18K |
| Carolina Wealth Advisors, LLC | 493 | $24.3K | −$1.4K | Added$3.03K |
| Rossby Financial, LCC | 480 | $23.9K | −$254 | Added$19.4K |
| Spire Wealth Management | 365 | $18K | −$1.27K | Cut−$1.27K |
| Arax Advisory Partners | 359 | $17.7K | −$1.25K | Cut−$1.25K |
| WealthShield Partners, LLC | 313 | $15.4K | −$1.09K | Cut−$1.09K |
| 1 NORTH WEALTH SERVICES LLC | 310 | $15.3K | −$1.08K | Cut−$1.08K |
| NATIONAL BANK OF CANADA /FI/ | 280 | $13.7K | −$357 | Added$8.64K |
| Fort Vancouver Investment Management, LLC | 241 | $11.9K | −$838 | Cut−$838 |
| EverSource Wealth Advisors, LLC | 160 | $7.88K | — | New |
| Advisory Services Network, LLC | 152 | $7.48K | — | New |
| Aptus Capital Advisors, LLC | 150 | $7.38K | −$278 | Added$3.17K |
| NewEdge Advisors, LLC | 7.21K | $7.21K | −$372.6K | Cut−$433.2K |
| Allworth Financial LP | 125 | $6.15K | −$435 | Cut−$435 |
| Clarity Asset Management, Inc. | 122 | $6.02K | — | New |
| Thrivent Financial for Lutherans | 72.4K | $3.56K | −$263 | Added$17 |
| Cambridge Investment Research Advisors, Inc. | 30.9K | $1.52K | −$106 | Cut−$87 |
| Betterment LLC | 9.27K | $456 | −$31 | Cut−$16 |
| Smithfield Trust Co | 3.02K | $149 | −$3 | Added$107 |
| Cedar Mountain Advisors, LLC | 2 | $98 | −$7 | Cut−$7 |
| Hanson & Doremus Investment Management | 919 | $45 | −$3 | Cut−$3 |
| GW&K Investment Management, LLC | 415 | $20 | — | New |