| GLENMEDE TRUST CO NA | 4.41M | $337M | $5.55M | Added$41.9M |
| FIFTH THIRD BANCORP | 3.06M | $233.6M | $736.8K | Added$194.4M |
| BANK OF AMERICA CORP /DE/ | 2.12M | $161.6M | $2.98M | Cut−$81.1M |
| BANK OF MONTREAL /CAN/ | 1.73M | $132.1M | $1.66K | Added$132M |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 1.5M | $114.9M | $2.12M | Added$2.12M |
| CENTRAL TRUST Co | 949.7K | $72.5M | $1.05M | Added$16.5M |
| Fidelity | 940.4K | $71.8M | $1.24M | Added$6.07M |
| COLDSTREAM CAPITAL MANAGEMENT INC | 775K | $59.2M | $1.09M | Cut−$4.36M |
| Focus Partners Wealth | 763.7K | $58.3M | $1.07M | Added$1.5M |
| Cresset Asset Management, LLC | 660K | $50.4M | $899.1K | Added$2.05M |
| UBS Group AG | 583.9K | $44.6M | $562.7K | Added$14.7M |
| Wealthspire Advisors, LLC | 540.3K | $41.3M | $715.6K | Added$3.22M |
| Gerber Kawasaki Wealth & Investment Management | 502.3K | $38.4M | $696.4K | Added$3.09M |
| RAYMOND JAMES FINANCIAL INC | 445.1K | $34M | $495.5K | Added$7.22M |
| BLAIR WILLIAM & CO/IL | 414.4K | $31.6M | $584.3K | Cut−$4.33M |
| US BANCORP \DE\ | 379.9K | $29M | $480.6K | Added$3.46M |
| Kendall Capital Management | 354.9K | $27.1M | $497.5K | Added$656K |
| JPMORGAN CHASE & CO | 344.3K | $25.4M | −$102.2K | Added$19M |
| TRUIST FINANCIAL CORP | 302.3K | $23.1M | $316.5K | Added$6.26M |
| Diesslin Group, Inc. | 291.2K | $22.2M | $410.6K | Cut−$478.8K |
| ENVESTNET ASSET MANAGEMENT INC | 276.3K | $21M | $230.7K | Added$5.45M |
| Wealthcare Advisory Partners LLC | 271.8K | $20.7M | $366.6K | Added$1.27M |
| WESTWOOD HOLDINGS GROUP INC | 261K | $19.9M | $284.9K | Added$4.78M |
| CONGRESS ASSET MANAGEMENT CO | 239.1K | $18.3M | $337.1K | Added$255.1K |
| LPL Financial LLC | 214.8K | $16.4M | $257.1K | Added$2.73M |
| Brio Consultants, LLC | 173K | $14.9M | $1.21M | Added$6.7M |
| CWA Asset Management Group, LLC | 187.1K | $14.3M | $244.6K | Added$1.29M |
| SFAM, LLC | 175.6K | $13.4M | $247.6K | Added$148.6K |
| CATALYST FINANCIAL PARTNERS LLC | 164.2K | $12.5M | $180.8K | Added$2.92M |
| Vestmark Advisory Solutions, Inc. | 163.1K | $12.5M | $229.9K | Cut−$11.8M |
| World Investment Advisors | 163.1K | $12.5M | $229.9K | Cut−$11.8M |
| SigFig Wealth Management, LLC | 157.2K | $12M | $187.4K | Added$2.05M |
| Curi Capital, LLC | 155.6K | $11.9M | $219.5K | Cut−$271.6K |
| Heritage Family Offices, LLP | 152.4K | $11.6M | $214.9K | Cut−$5.21M |
| Berger Financial Group, Inc | 143.5K | $11M | $198.9K | Added$380.6K |
| Rossby Financial, LCC | 126.2K | $9.72M | $230.6K | Added$1.5M |
| CMH Wealth Management LLC | 125.1K | $9.55M | $176.3K | Added$86.2K |
| CIBC WORLD MARKET INC. | 123.2K | $9.4M | $124.3K | Added$2.8M |
| ROGCO, LP | 111.1K | $8.48M | — | New |
| MORGAN STANLEY | 105K | $8.02M | $106.3K | Added$2.36M |
| Orion Porfolio Solutions, LLC | 101.9K | $7.78M | $143.6K | Cut−$3.79M |
| HighTower Advisors, LLC | 96.3K | $7.36M | $136K | Added$99.6K |
| COMMONWEALTH EQUITY SERVICES, LLC | 93.2K | $7.12M | $131.5K | Cut−$801.5K |
| Mariner, LLC | 90.8K | $6.94M | $123.7K | Added$214.1K |
| Rockefeller Capital Management L.P. | 89.5K | $6.83M | $110.5K | Added$955.8K |
| Benchmark Financial Wealth Advisors, LLC | 88K | $6.72M | $110.1K | Added$864.7K |
| GOLDMAN SACHS GROUP INC | 77.4K | $5.91M | $27.1K | Added$4.47M |
| FULLER & THALER ASSET MANAGEMENT, INC. | 74.4K | $5.68M | $30.4K | Added$4.06M |
| James J. Burns & Company, LLC | 73.8K | $5.63M | $104K | Cut−$4.26K |
| OneDigital Investment Advisors LLC | 71.8K | $5.48M | $101.2K | Cut−$384.7K |
| OSAIC HOLDINGS, INC. | 71.1K | $5.43M | $100.7K | Cut−$18.6M |
| Pure Financial Advisors, LLC | 64.5K | $4.92M | $52.7K | Added$2.12M |
| MAI Capital Management | 60.1K | $4.59M | $84.7K | Added$91.8K |
| CITY NATIONAL BANK OF FLORIDA /MSD | 54.9K | $4.19M | $77.5K | Cut−$7.07M |
| MML INVESTORS SERVICES, LLC | 54.5K | $4.16M | $66.4K | Added$635.9K |
| Trek Financial, LLC | 54.2K | $4.14M | $63.6K | Added$759.8K |
| WorthPointe, LLC | 51.8K | $3.96M | $23.1K | Added$2.73M |
| AlTi Global, Inc. | 51.4K | $3.93M | $50.3K | Added$1.25M |
| AMERIPRISE FINANCIAL INC | 49.9K | $3.81M | $70.3K | Cut−$260.9K |
| GUIDANCE CAPITAL, INC | 42.6K | $3.67M | $59.1K | Added$2.69M |
| JANE STREET GROUP, LLC | 47.7K | $3.64M | $56.6K | Added$636.1K |
| Retirement Planning Group, LLC | 45.6K | $3.49M | $63.3K | Added$119.5K |
| WHITTIER TRUST CO | 39K | $3.03M | −$6.81K | Added$1.82M |
| Evernest Financial Advisors, LLC | 32.5K | $2.74M | $86.6K | Added$366.9K |
| ROYAL BANK OF CANADA | 35.5K | $2.71M | $48.9K | Cut−$1.73M |
| QP WEALTH MANAGEMENT, LLC | 34.3K | $2.62M | $48.4K | Cut−$1.22M |
| Smartleaf Asset Management LLC | 34.2K | $2.52M | −$63.3K | Cut−$442.2K |
| Cerity Partners LLC | 31.9K | $2.44M | $11.7K | Added$1.82M |
| CITIGROUP INC | 31.1K | $2.37M | $40.8K | Added$204.8K |
| WELLS FARGO & COMPANY/MN | 30.6K | $2.33M | $27.1K | Added$891.5K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 27.7K | $2.11M | $38.9K | Added$45K |
| NORTHERN TRUST CORP | 26.1K | $2M | $32.1K | Added$288.4K |
| CAPTRUST FINANCIAL ADVISORS | 25.9K | $1.98M | $32.3K | Added$259.4K |
| Callan Family Office, LLC | 25.1K | $1.92M | $35.5K | Cut−$63.3K |
| Andina Capital Management, LLC | 25K | $1.91M | $35.3K | Cut−$815K |
| Quantinno Capital Management LP | 24.2K | $1.84M | $30.1K | Added$241.9K |
| Spartan Wealth Advisory Services LLC | 23.7K | $1.81M | — | Held |
| QUADRANT CAPITAL GROUP LLC | 22.8K | $1.74M | $32.2K | Added$32.2K |
| KLINGENSTEIN FIELDS & CO LP | 22.7K | $1.73M | $32K | Added$32K |
| Steward Partners Investment Advisory, LLC | 22.4K | $1.71M | — | New |
| Kestra Advisory Services, LLC | 21.2K | $1.62M | $27.8K | Added$141.7K |
| CIBC Bancorp USA Inc. | 21.1K | $1.61M | — | Held |
| Pinnacle Wealth Management Advisory Group, LLC | 21K | $1.6M | — | New |
| PINNACLE ASSOCIATES LTD | 21K | $1.6M | — | New |
| Cornerstone Financial Group, LLC /NE/ | 18.8K | $1.6M | $180.5K | Added$261.9K |
| HF Advisory Group, LLC | 19.3K | $1.47M | $27.3K | Added$7.98K |
| VOYA INVESTMENT MANAGEMENT LLC | 18.7K | $1.42M | $26.3K | Cut−$513.6K |
| Private Advisor Group, LLC | 17.7K | $1.36M | $25K | Cut−$12.8K |
| JOHNSON INVESTMENT COUNSEL INC | 17.3K | $1.32M | $24.5K | Cut−$1.2M |
| Cetera Investment Advisers | 17.2K | $1.31M | $23.4K | Added$75.7K |
| HUNTINGTON NATIONAL BANK | 16.9K | $1.29M | $23.9K | Cut−$30.2K |
| Blue Trust, Inc. | 16.4K | $1.25M | $23.1K | Cut−$1.07M |
| Corient Private Wealth LLC | 15.9K | $1.2M | $10.1K | Added$36.5K |
| Fifth Third Wealth Advisors LLC | 14.2K | $1.09M | $20.1K | Added$2 |
| BOYUM WEALTH ARCHITECTS LLC | 12.7K | $1.08M | $62.3K | Added$61.4K |
| Creative Planning | 13.9K | $1.06M | $12.5K | Added$395.9K |
| Farther Finance Advisors, LLC | 13.4K | $1.04M | $24K | Added$179.1K |
| CWM, LLC | 13.3K | $1.01M | $1.01M | Added$1.01M |
| Charter Oak Capital Management, LLC | 13.2K | $1.01M | $18.6K | Cut−$21.4K |
| QRG CAPITAL MANAGEMENT, INC. | 13.1K | $996.4K | — | New |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | 12.5K | $954.4K | $17.6K | Cut−$387.1K |
| Apollon Wealth Management, LLC | 12.4K | $948.3K | $17.5K | Added$17.5K |
| TFR Capital, LLC. | 12.4K | $947.2K | $17.5K | Cut−$52.4K |
| D. E. Shaw & Co., Inc. | 11.9K | $904.9K | $16.6K | Added$16.6K |
| SIERRA SUMMIT ADVISORS LLC | 11.6K | $886.5K | $13.3K | Added$181.9K |
| Mechanics Financial Corp | 11.4K | $870.1K | — | New |
| BBR PARTNERS, LLC | 11.2K | $855.6K | $15.8K | Added$15.8K |
| RFG Advisory, LLC | 11.2K | $854.9K | $15.7K | Added$15.8K |
| L.K. Benson & Company, P.C. | 11.1K | $851.1K | $15.7K | Added$16.1K |
| GC Wealth Management RIA, LLC | 10.8K | $827K | $14K | Added$83K |
| REGIONS FINANCIAL CORP | 10.5K | $798.4K | $14.7K | Cut−$465.4K |
| Kovack Advisors, Inc. | 9.96K | $760.5K | $13.9K | Added$12.3K |
| CERTUITY, LLC | 9.95K | $759.5K | $14K | Cut−$15.2K |
| Savant Capital, LLC | 9.82K | $749.7K | $13.8K | Added$13.8K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 9.41K | $718.3K | $13.3K | Added$11.8K |
| Allspring Global Investments Holdings, LLC | 9.11K | $702.1K | $3.02K | Added$495.6K |
| Thayer Financial, L.L.C. | 9.06K | $691.7K | $12.8K | Added$12.7K |
| OLD NATIONAL BANCORP /IN/ | 8.98K | $685.4K | $12.7K | Added$12.7K |
| Perigon Wealth Management, LLC | 8.38K | $640.2K | $10.6K | Added$79.4K |
| Sanctuary Advisors, LLC | 7.96K | $607.9K | $11K | Added$27.5K |
| JONES FINANCIAL COMPANIES LLLP | 7.79K | $581.1K | −$1.5K | Added$250.5K |
| Mayfair Advisory Group, LLC | 7.61K | $581.1K | $3.16K | Cut−$17.9K |
| Legacy Advisory Services, LLC | 7.58K | $579K | $9.7K | Added$64.1K |
| BROWN BROTHERS HARRIMAN & CO | 7.49K | $571.9K | $10.6K | Added$10.6K |
| Fairman Group, LLC | 7.26K | $554.2K | $5.57K | Added$257.3K |
| Advyzon Investment Management, LLC | 7.21K | $550.5K | $10.2K | Added$10.2K |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 6.19K | $514.2K | $23.5K | Cut−$664.9K |
| EP Wealth Advisors, LLC | 6.68K | $509.8K | $9.42K | Cut−$15.5K |
| D.A. DAVIDSON & CO. | 6.55K | $499.9K | $8.24K | Added$62.1K |
| OneAscent Wealth Management LLC | 6.5K | $496.6K | $9.15K | Cut−$134.1K |
| LITTLE HOUSE CAPITAL LLC | 6.25K | $477.3K | $8.61K | Added$19.7K |
| Lakeridge Wealth Management LLC | 5.98K | $456.2K | $8.36K | Cut−$13.4K |
| TRUST CO OF OKLAHOMA | 5.79K | $441.7K | — | New |
| DIVERSIFIED TRUST CO | 5.77K | $440.4K | $5.74K | Added$135.5K |
| TD PRIVATE CLIENT WEALTH LLC | 5.33K | $407.3K | $7.52K | Cut−$8.96K |
| Summit Financial, LLC | 5.23K | $399.4K | $7.34K | Added$7.42K |
| MERCER GLOBAL ADVISORS INC /ADV | 5.12K | $391K | $6.04K | Added$72.8K |
| O'Connor Financial Group LLC | 5.03K | $383.9K | −$18.9K | Cut−$12.5K |
| Renaissance Technologies | 5K | $381.8K | — | New |
| FINANCIAL MANAGEMENT NETWORK INC | 4.73K | $381.2K | $22.3K | Cut−$19.5K |
| SFMG, LLC | 4.95K | $377.6K | $6.86K | Added$13.2K |
| STAR Financial Bank | 4.91K | $374.5K | — | New |
| Mayflower Financial Advisors, LLC | 4.85K | $370K | $6.84K | Added$7.76K |
| Bill Few Associates, Inc. | 4.82K | $367.7K | $3.76K | Added$167.7K |
| 1620 INVESTMENT ADVISORS, INC. | 4.61K | $352.1K | $6.5K | Cut−$1.82K |
| STEPHENS INC /AR/ | 4.6K | $351K | — | New |
| IHT Wealth Management, LLC | 4.4K | $335.6K | $4.08K | Added$117.4K |
| CARY STREET PARTNERS FINANCIAL LLC | 4.39K | $335.2K | $6.19K | Added$6.19K |
| Align Financial, LLC | 4.37K | $333.6K | $329.2K | Added$245.5K |
| Bank of New York Mellon Corp | 4.34K | $331.4K | $5.73K | Added$30.3K |
| TRUE Private Wealth Advisors | 4.31K | $329.4K | $6.15K | Added$6.45K |
| Altman Advisors, Inc. | 23.9K | $314.8K | −$31.1K | Cut−$33.3K |
| MATHER GROUP, LLC. | 4.07K | $310.5K | $5.73K | Added$5.74K |
| First National Advisers, LLC | 4.05K | $309.4K | $5.71K | Added$5.71K |
| Firestone Capital Management | 4K | $305.4K | $5.64K | Added$5.64K |
| Van Cleef Asset Management,Inc | 3.88K | $296.6K | $5.48K | Added$5.48K |
| First Heartland Consultants, Inc. | 3.81K | $290.9K | $5.39K | Cut−$6.08K |
| GREAT LAKES ADVISORS, LLC | 3.79K | $289K | $5.34K | Cut−$2.6M |
| MainStreet Investment Advisors LLC | 3.78K | $288.9K | — | New |
| &PARTNERS | 3.77K | $287.8K | — | New |
| Equitable Holdings, Inc. | 3.84K | $287.5K | −$0 | Added$4.65K |
| DIMENSION CAPITAL MANAGEMENT LLC | 3.67K | $279.8K | $5.17K | Added$5.17K |
| CITIZENS FINANCIAL GROUP INC/RI | 3.53K | $269.3K | $4.97K | Added$4.97K |
| SevenBridge Financial Group, LLC | 3.09K | $261.1K | $14.2K | Added$4.65K |
| Park Edge Advisors, LLC | 3.41K | $260.4K | — | New |
| INTEGRITY ALLIANCE, LLC. | 3.39K | $258.6K | $4.78K | Added$4.78K |
| Aptus Capital Advisors, LLC | 3.33K | $254.6K | $4.7K | Added$4.63K |
| RITHOLTZ WEALTH MANAGEMENT | 3.29K | $251.5K | $4.65K | Added$3.38K |
| STIFEL FINANCIAL CORP | 3.25K | $247.8K | — | New |
| Simplicity Wealth,LLC | 3.23K | $246.7K | — | New |
| Edgemoor Investment Advisors, Inc. | 3.2K | $244.3K | $4.51K | Added$4.51K |
| Pitcairn Wealth Advisors LLC | 3.2K | $239.9K | $75 | Held |
| FIRST CITIZENS BANK & TRUST CO | 3.12K | $237.9K | — | New |
| IEQ CAPITAL, LLC | 3.1K | $236.9K | — | New |
| NTV Asset Management LLC | 2.98K | $227.1K | $4.2K | Added$4.2K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 2.9K | $221.6K | $4.09K | Cut−$2.63M |
| Savvy Advisors, Inc. | 2.8K | $213.7K | — | New |
| Opulen Financial Group LLC | 2.77K | $211.3K | $3.89K | Added$4.35K |
| Ballast Financial Advisors LLC | 2.74K | $208.9K | — | New |
| FLPUTNAM INVESTMENT MANAGEMENT CO | 2.73K | $208.7K | $3.81K | Added$5.95K |
| Advisors Capital Management, LLC | 2.66K | $203.1K | — | New |
| M&T Bank Corp | 2.63K | $200.4K | — | New |
| Spire Wealth Management | 2.3K | $175.6K | $3.22K | Added$5.89K |
| MassMutual Private Wealth & Trust, FSB | 2.15K | $164.5K | — | New |
| Annis Gardner Whiting Capital Advisors, LLC | 1.94K | $148.3K | $2.74K | Added$2.74K |
| Clearstead Trust, LLC | 1.93K | $147.1K | — | New |
| NATIONAL BANK OF CANADA /FI/ | 1.79K | $136.4K | $2.52K | Cut−$417.2K |
| Independence Bank of Kentucky | 1.38K | $105.6K | $1.95K | Added$1.95K |
| AlphaCore Capital LLC | 1.17K | $89.6K | $1.65K | Added$1.66K |
| New Republic Capital, LLC | 963 | $73.5K | $1.36K | Added$1.36K |
| Parallel Advisors, LLC | 943 | $72K | $1.33K | Cut−$13.7K |
| Bank of Jackson Hole Trust | 780 | $59.6K | — | New |
| BlackRock, Inc. | 775 | $59.2K | $1.09K | Added$1.09K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 775 | $59.2K | — | New |
| Golden State Equity Partners | 754 | $57.6K | — | New |
| ASSETMARK, INC | 736 | $56.2K | $25 | Added$54.8K |
| SHP Wealth Management | 665 | $50.8K | $935 | Added$1.01K |
| WHITTIER TRUST CO OF NEVADA INC | 574 | $44.7K | −$253 | Cut−$464.7K |
| PNC Financial Services Group, Inc. | 513 | $39.2K | $730 | Added$806 |
| Cornerstone Planning Group LLC | 451 | $38.7K | $2.74K | Cut−$17.9K |
| Larson Financial Group LLC | 400 | $30.5K | $564 | Added$564 |
| HARBOUR INVESTMENTS, INC. | 366 | $28K | $577 | Added$577 |
| ANGELES WEALTH MANAGEMENT, LLC | 358 | $27.3K | $202 | Added$16.6K |
| Twin Lakes Capital Management, LLC | 334 | $25.5K | $471 | Added$471 |
| Destiny Wealth Partners, LLC | 290 | $22.1K | — | New |
| Single Point Partners, LLC | 17.9K | $17.9K | $0 | Held |
| Piscataqua Savings Bank | 220 | $16.8K | — | New |
| Global Wealth Strategies & Associates | 207 | $15.8K | $291 | Added$291 |
| PRIVATE TRUST CO NA | 205 | $15.7K | $303 | Cut−$9.15K |
| Westside Investment Management, Inc. | 141 | $10.8K | $198 | Added$198 |
| Janney Montgomery Scott LLC | 132.4K | $10.1K | $160 | Added$1.58K |
| AMERIFLEX GROUP, INC. | 88 | $6.72K | $76 | Added$2.67K |
| TD Waterhouse Canada Inc. | 85 | $6.52K | — | New |
| CX Institutional | 69.7K | $5.32K | $94 | Added$301 |
| IFP Advisors, Inc | 50 | $3.82K | $70 | Cut−$6.53K |
| FLOW TRADERS U.S. LLC | 45K | $3.43K | — | New |
| AE Wealth Management LLC | 40 | $3.05K | $4 | Added$2.83K |
| Ashton Thomas Private Wealth, LLC | 37 | $2.83K | — | New |
| Dixon Mitchell Investment Counsel Inc. | 34 | $2.6K | — | New |
| Centerpoint Advisors, LLC | 30.6K | $2.34K | $43 | Added$43 |
| DT Investment Partners, LLC | 20 | $1.53K | $28 | Added$28 |
| Ulland Investment Advisors, LLC | 17.3K | $1.32K | $25 | Added$19 |
| Cambridge Investment Research Advisors, Inc. | 14.1K | $1.08K | $21 | Added$33 |
| USAdvisors Wealth Management, LLC | 11.4K | $844 | −$14 | Cut−$12 |
| PARK AVENUE SECURITIES LLC | 7.12K | $544 | $9 | Added$108 |
| BESSEMER GROUP INC | 6K | $458 | $8 | Added$27 |
| Thrivent Financial for Lutherans | 5.36K | $410 | $4 | Added$4 |
| Betterment LLC | 5.08K | $388 | — | New |
| HARBOR CAPITAL ADVISORS, INC. | 3.67K | $280 | $5 | Cut−$8.08K |
| Capital Analysts, LLC | 3.1K | $237 | $5 | Cut−$85 |
| Strategic Wealth Partners, Ltd. | 1 | $51 | $1 | Added$1 |