| MORGAN STANLEY | 209.4K | $46.6M | −$1.61M | Cut−$1.39M |
| ASPIRIANT, LLC | 119.3K | $26.6M | −$899.9K | Cut−$295.4K |
| Allianz SE | 109K | $24.3M | −$841.8K | Cut−$841.8K |
| BANK OF AMERICA CORP /DE/ | 106.3K | $23.7M | −$816.9K | Cut−$695.5K |
| Investure, LLC | 104.2K | $23.2M | −$804.2K | Cut−$804.2K |
| ALLIANCEBERNSTEIN L.P. | 73.7K | $17M | — | New |
| UBS Group AG | 67.2K | $15M | −$287.9K | Added$6.37M |
| JPMORGAN CHASE & CO | 59.4K | $12.9M | −$846.9K | Cut−$1.48M |
| BSW Wealth Partners | 47.1K | $10.5M | −$305.3K | Added$1.39M |
| WELLS FARGO & COMPANY/MN | 34.7K | $7.74M | −$268.2K | Cut−$3.36M |
| AMERIPRISE FINANCIAL INC | 32K | $7.12M | −$199.9K | Added$1.42M |
| National Philanthropic Trust | 31.2K | $6.96M | −$231.1K | Added$55.6K |
| ROYAL BANK OF CANADA | 29.6K | $6.6M | −$161.8K | Added$1.75M |
| BlackRock, Inc. | 21.1K | $4.7M | −$161.9K | Cut−$137.4K |
| AlTi Global, Inc. | 20.2K | $4.51M | −$156.2K | Cut−$841.1K |
| COLDSTREAM CAPITAL MANAGEMENT INC | 18.1K | $4.03M | −$139.8K | Cut−$139.8K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 16.6K | $3.7M | −$128.1K | Cut−$2.53M |
| LPL Financial LLC | 15.2K | $3.39M | −$117.5K | Cut−$227.7K |
| Stonehearth Capital Management, LLC | 14.2K | $3.17M | −$110K | Cut−$292.8K |
| Wealthfront Advisers LLC | 14K | $3.11M | −$107.8K | Cut−$143.5K |
| Van Hulzen Asset Management, LLC | 13.6K | $3.02M | −$90.8K | Added$308.7K |
| OSAIC HOLDINGS, INC. | 12.5K | $2.78M | −$85.6K | Added$221.9K |
| Midwest Financial Partners Investments, Inc. | 11.4K | $2.54M | −$84.9K | Added$5.38K |
| MERCER GLOBAL ADVISORS INC /ADV | 10.6K | $2.37M | −$67.1K | Added$364.4K |
| GOULD ASSET MANAGEMENT LLC /CA/ | 8.72K | $1.94M | −$67.3K | Cut−$226.4K |
| JONES FINANCIAL COMPANIES LLLP | 8.08K | $1.75M | −$97.2K | Added$155.2K |
| Gradient Investments LLC | 7.83K | $1.75M | −$60.5K | Cut−$85.4K |
| ENVESTNET ASSET MANAGEMENT INC | 7.7K | $1.72M | −$59.4K | Cut−$429.9K |
| Icahn Capital | 7.34K | $1.64M | −$56.7K | Cut−$56.7K |
| ALBION FINANCIAL GROUP /UT | 7.32K | $1.63M | −$56.2K | Cut−$48.4K |
| Creative Planning | 7.23K | $1.61M | −$55.8K | Cut−$405.5K |
| Cardinal Point Capital Management ULC | 6.87K | $1.53M | −$53K | Cut−$83K |
| HighTower Advisors, LLC | 5.69K | $1.27M | −$38.4K | Added$121.8K |
| Bond & Devick Financial Network, Inc. | 5.24K | $1.17M | −$39.7K | Cut−$15.8K |
| Steward Partners Investment Advisory, LLC | 5.18K | $1.15M | −$39.9K | Cut−$35.4K |
| NORTHERN TRUST CORP | 5K | $1.11M | −$38.6K | Cut−$38.6K |
| Rockefeller Capital Management L.P. | 4.96K | $1.11M | −$36.2K | Added$24.6K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 4.89K | $1.09M | −$10K | Added$790.7K |
| Cetera Investment Advisers | 4.36K | $972.1K | −$33.4K | Cut−$25.6K |
| RAYMOND JAMES FINANCIAL INC | 4.23K | $942.7K | −$32.7K | Cut−$1.04M |
| Westmount Partners, LLC | 4.13K | $919.5K | −$31.9K | Cut−$50.5K |
| Ally Invest Advisors Inc. | 3.94K | $877.5K | −$28.5K | Added$21K |
| Fidelity | 3.9K | $869.6K | −$30.3K | Cut−$47.8K |
| Plum Street Advisors, LLC | 3.84K | $855.1K | −$29.6K | Cut−$233.9K |
| EVERGREEN CAPITAL MANAGEMENT LLC | 3.57K | $794.5K | −$27.5K | Cut−$27.5K |
| COMMONWEALTH EQUITY SERVICES, LLC | 3.56K | $794K | −$26.7K | Cut−$3.54K |
| North Berkeley Wealth Management, LLC | 3.35K | $747.1K | −$25.9K | Cut−$32.6K |
| RITHOLTZ WEALTH MANAGEMENT | 3.3K | $735.1K | −$25.5K | Cut−$25.5K |
| Focus Partners Wealth | 3.19K | $711.9K | −$23.5K | Added$9.45K |
| Composition Wealth, LLC | 3.05K | $679.8K | −$23.6K | Cut−$100.9K |
| Ackerman Capital Advisors, LLC | 2.85K | $634.8K | −$22K | Cut−$22K |
| Baird Financial Group, Inc. | 2.67K | $595.6K | −$20.4K | Cut−$13.7K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 2.33K | $518.5K | −$17.6K | Cut−$8.29K |
| Geneos Wealth Management Inc. | 2.13K | $474K | −$16.4K | Cut−$16.4K |
| Clearstead Advisors, LLC | 1.97K | $439.2K | −$15.2K | Cut−$15.2K |
| Relyea Zuckerberg Hanson LLC | 1.96K | $437K | −$15.1K | Cut−$15.1K |
| MML INVESTORS SERVICES, LLC | 1.95K | $434.7K | −$15.2K | Cut−$72.6K |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 1.88K | $417.7K | −$14.5K | Cut−$14.5K |
| Golden State Wealth Management, LLC | 1.86K | $414.4K | −$14.4K | Cut−$21.7K |
| Smartleaf Asset Management LLC | 1.91K | $412.7K | −$30.1K | Cut−$93.5K |
| Patten Group, Inc. | 1.81K | $403.7K | −$14K | Cut−$33.6K |
| Belpointe Asset Management LLC | 1.81K | $402.6K | −$14K | Cut−$19.9K |
| CERTUITY, LLC | 1.74K | $388.4K | −$13.5K | Cut−$13.5K |
| TD PRIVATE CLIENT WEALTH LLC | 1.68K | $374.5K | −$13K | Cut−$136.5K |
| Farther Finance Advisors, LLC | 1.66K | $372.6K | −$8.95K | Cut−$88K |
| Dougherty Wealth Advisers LLC | 1.53K | $341.6K | −$5.27K | Added$184.3K |
| Cerity Partners LLC | 1.53K | $340.8K | −$11.7K | Cut−$11.7K |
| Financial Futures Ltd Liability Co. | 1.52K | $338.5K | −$10.2K | Added$35.8K |
| GLENMEDE TRUST CO NA | 1.4K | $311K | −$10.8K | Cut−$15.6K |
| KilterHowling LLC | 1.37K | $305.7K | −$9.71K | Added$15.7K |
| Merit Financial Group, LLC | 1.3K | $290.4K | −$10.1K | Cut−$10.1K |
| Betterment LLC | 1.3M | $290K | −$10K | Cut−$10.6K |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 1.26K | $281.8K | −$9.77K | Cut−$49.6K |
| Laird Norton Wetherby Trust Company, LLC | 1.23K | $274.7K | −$9.52K | Cut−$188.2K |
| EP Wealth Advisors, LLC | 1.19K | $265.1K | −$9.19K | Cut−$10.1K |
| CARY STREET PARTNERS FINANCIAL LLC | 1.16K | $258.9K | −$8.97K | Cut−$113.9K |
| Widmann Financial Services, Inc. | 1.15K | $255.1K | −$8.84K | Cut−$8.84K |
| Kestra Advisory Services, LLC | 1.08K | $241.3K | −$8.29K | Cut−$6.06K |
| PRUDENTIAL PLC | 1.03K | $229.3K | −$7.95K | Cut−$162.6K |
| Kraft, Davis & Associates, LLC | 931 | $227.3K | $7.89K | Added$7.89K |
| FIFTH THIRD BANCORP | 974 | $217K | — | New |
| GOLDMAN SACHS GROUP INC | 971 | $216.3K | −$7.5K | Cut−$7.5K |
| US BANCORP \DE\ | 960 | $213.9K | −$7.41K | Cut−$7.41K |
| Mandatum Life Insurance Co Ltd | 925 | $206.1K | −$7.14K | Cut−$7.14K |
| Creekside Partners | 915 | $203.8K | −$7.06K | Cut−$7.07K |
| One Capital Management, LLC | 909 | $202.5K | −$7.02K | Cut−$114.2K |
| HARBOUR INVESTMENTS, INC. | 821 | $183K | −$4.22K | Added$58K |
| Parkside Financial Bank & Trust | 760 | $169.3K | −$5.87K | Cut−$5.87K |
| AdvisorNet Financial, Inc | 742 | $165.3K | −$5.62K | Cut−$2.28K |
| BANK OF MONTREAL /CAN/ | 617 | $137.5K | −$4.76K | Cut−$4.76K |
| Advisory Services Network, LLC | 590 | $131.5K | — | New |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 523 | $116.5K | −$4.04K | Cut−$4.04K |
| Meramec Financial Planners, LLC | 441 | $107.3K | $2.73K | Added$2.73K |
| Western Wealth Management, LLC | 459 | $102.3K | — | New |
| WHITTIER TRUST CO OF NEVADA INC | 391 | $88.1K | −$3.84K | Cut−$3.84K |
| PROFFITT & GOODSON INC | 391 | $87.1K | −$3.02K | Cut−$3.02K |
| CWM, LLC | 374 | $83.3K | $66.1K | Added$83.3K |
| Investors Research Corp | 362 | $80.7K | −$2.8K | Cut−$2.79K |
| Westside Investment Management, Inc. | 300 | $66.8K | −$2.32K | Cut−$2.32K |
| PNC Financial Services Group, Inc. | 287 | $63.9K | −$2.22K | Cut−$7.29K |
| Community Financial Services Group, LLC | 272 | $61.2K | — | New |
| Russell Investments Group, Ltd. | 245 | $54.6K | — | New |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 210 | $51.2K | $2.77K | Cut−$50.2K |
| ASSETMARK, INC | 163 | $36.3K | −$1.26K | Cut−$1.72K |
| Physician Wealth Advisors, Inc. | 161 | $35.9K | −$1.24K | Cut−$1.24K |
| Larson Financial Group LLC | 114 | $25.4K | −$882 | Cut−$882 |
| Harbor Asset Planning, Inc. | 101 | $22.5K | −$781 | Cut−$781 |
| GILL CAPITAL PARTNERS, LLC | 84 | $18.7K | — | New |
| Golden State Equity Partners | 83 | $18.5K | — | New |
| NBC SECURITIES, INC. | 80 | $17.8K | −$618 | Cut−$42.6K |
| VANGUARD ADVISERS INC | 65 | $14.5K | — | Held |
| Federation des caisses Desjardins du Quebec | 60 | $13.4K | −$464 | Cut−$464 |
| 4Thought Financial Group Inc. | 56 | $12.4K | −$625 | Cut−$857 |
| MAI Capital Management | 54 | $11.9K | −$413 | Cut−$413 |
| Financial Life Planners | 50 | $11.2K | — | New |
| Front Row Advisors LLC | 45 | $10K | −$348 | Cut−$348 |
| Crewe Advisors LLC | 29 | $6.52K | −$226 | Cut−$226 |
| Qube Research & Technologies Ltd | 27 | $6.02K | — | New |
| Archer Investment Corp | 21 | $4.68K | −$162 | Cut−$162 |
| Rossby Financial, LCC | 18 | $4.05K | −$98 | Cut−$98 |
| Westfuller Advisors, LLC | 17 | $3.8K | −$132 | Cut−$132 |
| Community Bank, N.A. | 17 | $3.79K | −$132 | Cut−$132 |
| Dunhill Financial, LLC | 15 | $3.34K | −$116 | Cut−$116 |
| WOLFF WIESE MAGANA LLC | 11 | $2.45K | −$85 | Cut−$85 |
| University of Maryland Foundation, Inc. | 10K | $2.23K | −$77 | Cut−$77 |
| Cambridge Investment Research Advisors, Inc. | 7.49K | $1.67K | −$47 | Added$280 |
| Bernard Wealth Management Corp. | 7 | $1.56K | −$54 | Cut−$54 |
| HUNTINGTON NATIONAL BANK | 1 | $223 | −$8 | Cut−$8 |
| CITIGROUP INC | 1 | $223 | — | New |
| CX Institutional | 49 | $11 | $0 | Held |