| Blue Trust, Inc. | 6.13M | $468.8M | $20.2M | Added$5.39M |
| ENVESTNET ASSET MANAGEMENT INC | 4.05M | $309.6M | $13M | Added$20.7M |
| JPMORGAN CHASE & CO | 2.42M | $180M | $2.31M | Added$18.8M |
| MORGAN STANLEY | 994.4K | $76.1M | $3.06M | Added$8.22M |
| ASSETMARK, INC | 953.8K | $73M | $3.15M | Added$2.22M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 896.4K | $68.6M | $2.96M | Added$1.78M |
| MATHER GROUP, LLC. | 658.5K | $50.4M | $2.16M | Added$2.36M |
| STIFEL FINANCIAL CORP | 603.5K | $46.2M | $1.84M | Added$5.32M |
| Elm Partners Management LLC | 507.8K | $37.7M | $514K | Added$1.87M |
| Cetera Investment Advisers | 403.5K | $30.9M | $1.32M | Added$1.65M |
| Bank Julius Baer & Co. Ltd, Zurich | 236.4K | $18.1M | — | New |
| Mandatum Life Insurance Co Ltd | 230.6K | $17.6M | $699.3K | Added$2.13M |
| Roberts Financial Services LLC | 209.9K | $16.1M | $458.7K | Added$5.88M |
| BANK OF AMERICA CORP /DE/ | 204K | $15.6M | $649.6K | Added$1.19M |
| WELLS FARGO & COMPANY/MN | 201.2K | $15.4M | $529.7K | Added$3.64M |
| VALLEY WEALTH MANAGERS, INC. | 184.4K | $14.1M | $573.3K | Added$1.39M |
| GREENWOOD CAPITAL ASSOCIATES LLC | 182.8K | $14M | $584.3K | Added$1.03M |
| Rockefeller Capital Management L.P. | 151.9K | $11.6M | $145.8K | Added$8.38M |
| BlackRock, Inc. | 151.5K | $11.6M | $300 | Added$11.6M |
| Vident Advisory, LLC | 145.4K | $11.1M | $462.7K | Added$864.5K |
| Garde Capital, Inc. | 140.3K | $10.7M | $462.9K | Added$165.4K |
| OSAIC HOLDINGS, INC. | 139.8K | $10.7M | $414.7K | Added$1.49M |
| GenTrust, LLC | 135.7K | $10.4M | $447.8K | Added$447.8K |
| LPL Financial LLC | 111.9K | $8.56M | $369.1K | Added$92.3K |
| Amundi | 105.5K | $8.07M | $348.2K | Added$302.7K |
| UBS Group AG | 87.3K | $6.68M | $288.2K | Cut−$5.49M |
| Columbus Macro, LLC | 87K | $6.65M | $286.6K | Added$295.7K |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 78.7K | $6.02M | $253.6K | Added$34.7K |
| Integris Wealth Management, LLC | 76.4K | $5.85M | $252.2K | Added$139.2K |
| Prime Capital Investment Advisors, LLC | 72K | $5.51M | $237.6K | Added$237.6K |
| LAZARD ASSET MANAGEMENT LLC | 71K | $5.43M | $234.2K | Cut−$795.4K |
| Financial Gravity Asset Management, Inc. | 64.8K | $4.96M | $190.8K | Added$727.4K |
| Creative Planning | 61.8K | $4.73M | $194.2K | Added$419.5K |
| GOLDMAN SACHS GROUP INC | 57.8K | $4.42M | — | New |
| ES4, LLC | 51.1K | $3.91M | $168.7K | Added$168.7K |
| JANE STREET GROUP, LLC | 49.8K | $3.81M | — | New |
| TRUIST FINANCIAL CORP | 40.2K | $3.07M | $132.2K | Added$139.4K |
| Robertson Stephens Wealth Management, LLC | 35K | $2.67M | $115.3K | Cut−$153.4K |
| Willis Johnson & Associates, Inc. | 31.5K | $2.41M | $103.8K | Cut−$34.4K |
| Millington Financial Advisors, LLC | 30.3K | $2.4M | −$19.3K | Added$60.9K |
| Denver PWM, LLC | 28.7K | $2.37M | $401.8K | Cut−$223.1K |
| Dogwood Wealth Management LLC | 29.5K | $2.26M | $97.5K | Added$31.5K |
| Fortis Capital Advisors, LLC | 29.3K | $2.24M | $21K | Added$1.77M |
| Belpointe Asset Management LLC | 29.3K | $2.24M | $21K | Added$1.77M |
| PRESILIUM PRIVATE WEALTH, LLC | 28.7K | $2.19M | $93.3K | Added$123.2K |
| Global Financial Private Client, LLC | 23.7K | $1.81M | $74.5K | Added$156.6K |
| Family Legacy, Inc. | 23.2K | $1.78M | $76.7K | Cut−$23.2K |
| ATLAS CAPITAL ADVISORS INC. | 23.1K | $1.77M | $76.4K | Added$74.8K |
| Jacobs Equity LLC | 20.7K | $1.71M | $158K | Added$472.3K |
| MCCARTER PRIVATE WEALTH SERVICES LLC | 22.1K | $1.69M | $60.5K | Added$351.8K |
| PAX Financial Group, LLC | 22K | $1.68M | $72.5K | Cut−$59.3K |
| LVZ, Inc. | 21K | $1.6M | $69.2K | Cut−$114.1K |
| ROYAL BANK OF CANADA | 20.1K | $1.54M | $65.3K | Cut−$27K |
| RAYMOND JAMES FINANCIAL INC | 19.8K | $1.52M | $65.4K | Cut−$465.4K |
| Vontobel Holding Ltd. | 19.8K | $1.51M | $64.7K | Added$78.1K |
| CWM, LLC | 19.3K | $1.48M | $1.48M | Added$1.48M |
| Quantinno Capital Management LP | 19.2K | $1.47M | $56.3K | Added$220.3K |
| RICHARDSON FINANCIAL SERVICES INC. | 18.7K | $1.43M | $56.9K | Cut−$216 |
| Ameritas Advisory Services, LLC | 15K | $1.15M | $49.6K | Added$24.7K |
| Steward Partners Investment Advisory, LLC | 14.5K | $1.11M | $822 | Added$1.09M |
| HighTower Advisors, LLC | 12.8K | $978.1K | $42.2K | Cut−$106.1K |
| Inman Jager Wealth Management, LLC | 12.5K | $953.6K | $41.1K | Added$34.3K |
| Wellspring Financial Advisors, LLC | 12K | $917.7K | $28.7K | Added$274.1K |
| Tanager Wealth Management LLP | 11.6K | $885.5K | $38.2K | Added$38.2K |
| NORTHERN TRUST CORP | 10.6K | $808.3K | $34.9K | Added$34.9K |
| COMMONWEALTH EQUITY SERVICES, LLC | 10K | $765.5K | $33K | Cut−$33.1K |
| Element Wealth, LLC | 9.3K | $711.9K | $29.9K | Added$48.5K |
| Yoffe Investment Management, LLC | 9.28K | $709.7K | $30.6K | Added$30.6K |
| Selby Wealth Management, LLC | 9.28K | $709.7K | $29.7K | Added$50K |
| INVESTED ADVISORS | 9.05K | $692.3K | $27.8K | Added$76.3K |
| BRANDYWINE OAK PRIVATE WEALTH LLC | 9.03K | $690.7K | $29.8K | Added$2.99K |
| Fidelity | 8.76K | $670.3K | $28.3K | Added$43.1K |
| Corient Private Wealth LLC | 8.76K | $670.1K | $28.8K | Added$12.7K |
| SAPIENT CAPITAL LLC | 8.32K | $636.3K | $24.3K | Added$24.3K |
| Balefire, LLC | 8.06K | $616.5K | $26.5K | Added$27.7K |
| Caprock Group, LLC | 7.94K | $607.8K | $26.2K | Added$26.2K |
| Williams & Novak, LLC | 7.77K | $607.1K | $38.5K | Cut−$78.5K |
| Concurrent Investment Advisors, LLC | 7.71K | $589.5K | $25.4K | Added$25.4K |
| AMERIPRISE FINANCIAL INC | 7.68K | $587.7K | $25.3K | Cut−$16.9K |
| ORBA Wealth Advisors, L.L.C. | 7.5K | $573.6K | $24.7K | Cut−$244.5K |
| HARBOUR INVESTMENTS, INC. | 7.34K | $561.9K | $4 | Added$561.8K |
| AlphaStar Capital Management, LLC | 7.26K | $555.8K | $23.9K | Cut−$9.9K |
| Mirae Asset Global Investments Co., Ltd. | 7.24K | $553.9K | $23.9K | Added$23.9K |
| US BANCORP \DE\ | 7.18K | $549K | $23.2K | Added$34.4K |
| MERCER GLOBAL ADVISORS INC /ADV | 7.04K | $538.3K | $23.2K | Cut−$12.3K |
| SUMMITPOINT CAPITAL MANAGEMENT | 6.92K | $506.4K | — | Held |
| Security National Bank | 6.37K | $487.6K | $17.9K | Added$90K |
| Rehmann Capital Advisory Group | 6.09K | $465.9K | $20.1K | Added$20.1K |
| Gateway Wealth Partners, LLC | 6.05K | $463K | — | New |
| Kestra Advisory Services, LLC | 5.89K | $450.7K | $12.5K | Added$173.4K |
| MML INVESTORS SERVICES, LLC | 5.76K | $440.7K | $19K | Cut−$217.1K |
| JONES FINANCIAL COMPANIES LLLP | 5.49K | $406.8K | $2.79K | Added$185.3K |
| Edgemoor Investment Advisors, Inc. | 5.31K | $406.3K | $17.5K | Added$17.5K |
| GUYASUTA INVESTMENT ADVISORS INC | 4.91K | $375.3K | $13.5K | Added$76.8K |
| Walkner Condon Financial Advisors LLC | 4.85K | $370.8K | $16K | Added$16K |
| ARKANSAS FINANCIAL GROUP, INC. | 4.53K | $366.7K | $28.8K | Added$92.2K |
| SPIREPOINT PRIVATE CLIENT, LLC | 4.78K | $366K | — | New |
| Private Advisor Group, LLC | 4.72K | $360.8K | $14.7K | Added$33.6K |
| Farther Finance Advisors, LLC | 4.59K | $358.6K | $22.8K | Added$20.1K |
| MAI Capital Management | 4.5K | $344.1K | $14.8K | Added$11.2K |
| Sanctuary Advisors, LLC | 4.43K | $339.3K | $14.4K | Added$20.8K |
| Wealthfront Advisers LLC | 4.14K | $316.7K | $9.51K | Added$105.6K |
| Outlook Wealth Advisors, LLC | 4.11K | $314.5K | — | New |
| CAPTRUST FINANCIAL ADVISORS | 4.05K | $310.1K | $13.4K | Added$13.4K |
| Pathstone Holdings, LLC | 3.93K | $300.7K | $13K | Added$13K |
| Southland Equity Partners LLC | 3.92K | $300K | $12.9K | Cut−$311 |
| Allworth Financial LP | 3.8K | $290.6K | $12.5K | Added$6.53K |
| OneDigital Investment Advisors LLC | 3.72K | $284.9K | $12.2K | Added$13.5K |
| Savvy Advisors, Inc. | 3.64K | $278.5K | $11.1K | Added$32.8K |
| MISSION WEALTH MANAGEMENT, LP | 3.62K | $276.7K | $11.9K | Added$11.9K |
| Silver Grove Financial Group, Inc. | 3.44K | $262.9K | — | New |
| Signal Advisors Wealth, LLC | 3.23K | $247.1K | — | New |
| Allie Family Office LLC | 3.17K | $242.3K | $10.5K | Added$10.5K |
| BRIAN LOW FINANCIAL GROUP, LLC | 3.1K | $236.9K | $10.2K | Cut−$9.89K |
| Strategic Wealth Partners, Ltd. | 3.1K | $236.9K | $10.2K | Cut−$8.74K |
| Integrated Wealth Concepts LLC | 3.1K | $236.9K | — | New |
| IHT Wealth Management, LLC | 2.98K | $228.3K | $9.5K | Added$17.5K |
| Hoxton Planning & Management, LLC | 2.98K | $228K | $9.63K | Added$14.4K |
| World Investment Advisors | 2.94K | $224.6K | $9.69K | Cut−$30.9K |
| Alaska Wealth Advisors, LLC | 2.9K | $222.1K | $9.58K | Added$5.55K |
| STOCK YARDS BANK & TRUST CO | 2.89K | $221.3K | — | New |
| CANANDAIGUA NATIONAL CORP | 2.85K | $218.4K | — | Held |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 2.8K | $214.5K | $9.25K | Cut−$45.4K |
| Cresset Asset Management, LLC | 2.72K | $207.8K | — | New |
| OneAscent Financial Services LLC | 2.65K | $202.9K | — | New |
| Addison Advisors LLC | 2.54K | $194.7K | $8.4K | Added$6.93K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1.98K | $151.3K | $5.9K | Added$20.5K |
| AMERIFLEX GROUP, INC. | 1.75K | $134.1K | — | New |
| Capital Investment Advisory Services, LLC | 1.62K | $123.6K | $5.33K | Added$4.16K |
| CARDIFF PARK ADVISORS, LLC | 1.29K | $98.8K | $4.26K | Added$4.26K |
| CVA Family Office, LLC | 1.08K | $83K | $3.58K | Added$3.58K |
| AE Wealth Management LLC | 827 | $63.3K | $2.73K | Added$2.73K |
| Bogart Wealth, LLC | 710 | $54.3K | $2.34K | Added$2.34K |
| Activest Wealth Management | 601 | $46K | $1.98K | Added$1.98K |
| BANK OF MONTREAL /CAN/ | 581 | $44.5K | $1.59K | Added$9.16K |
| NBC SECURITIES, INC. | 575 | $44K | $1.43K | Added$12.4K |
| Waverly Advisors, LLC | 456 | $34.9K | $1.5K | Added$1.5K |
| BESSEMER GROUP INC | 428.6K | $32.8K | $1.27K | Added$4.59K |
| Rossby Financial, LCC | 414 | $32.4K | — | New |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 411 | $31.4K | — | New |
| FIFTH THIRD BANCORP | 381 | $29.1K | — | New |
| Smithfield Trust Co | 345.8K | $26.5K | $1.14K | Added$1.4K |
| SALEM INVESTMENT COUNSELORS INC | 301 | $23K | — | New |
| VANGUARD ADVISERS INC | 294 | $22.5K | — | Held |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 285 | $22.3K | $1.4K | Added$1.18K |
| AlphaCore Capital LLC | 196 | $15K | $646 | Added$646 |
| Dunhill Financial, LLC | 194 | $14.8K | $639 | Added$639 |
| Winch Advisory Services, LLC | 190 | $14.5K | — | New |
| Thrivent Financial for Lutherans | 135.4K | $10.4K | $20 | Added$9.83K |
| GLENMEDE TRUST CO NA | 120 | $9.18K | — | New |
| Western Wealth Management, LLC | 102 | $7.8K | — | New |
| NewEdge Advisors, LLC | 5K | $5K | −$360.8K | Cut−$360.8K |
| Aptus Capital Advisors, LLC | 58 | $4.44K | $192 | Added$192 |
| Spire Wealth Management | 52 | $3.98K | $172 | Added$172 |
| Advisory Services Network, LLC | 50 | $3.83K | — | New |
| HOWE & RUSLING INC | 44 | $3.38K | $146 | Added$146 |
| Legacy Wealth Managment, LLC/ID | 43 | $3.29K | $141 | Added$141 |
| FDx Advisors, Inc. | 41K | $3.14K | — | New |
| HHM Wealth Advisors, LLC | 41 | $3.14K | $135 | Added$135 |
| BankPlus Trust Department | 38 | $2.91K | $125 | Added$125 |
| Sunbelt Securities, Inc. | 32 | $2.42K | $104 | Added$104 |
| PNC Financial Services Group, Inc. | 31 | $2.37K | $103 | Cut−$2.24K |
| CoreCap Advisors, LLC | 16 | $1.22K | $53 | Cut−$12.7K |
| CHESAPEAKE ASSET MANAGEMENT LLC | 13 | $994 | $43 | Added$43 |
| Delos Wealth Advisors, LLC | 10 | $766 | $33 | Added$33 |
| CITIGROUP INC | 9 | $689 | — | New |
| Central Pacific Bank - Trust Division | 9 | $689 | $30 | Added$30 |
| Cambridge Investment Research Advisors, Inc. | 8.47K | $648 | $28 | Added$6 |
| Forum Finance Group S.A. | 10.4K | $645 | — | Held |
| Betterment LLC | 7.21K | $551 | $20 | Added$104 |
| Harel Insurance Investments & Financial Services Ltd. | 5.43K | $412 | $19 | Added$19 |
| Realta Investment Advisors | 4 | $306 | $13 | Added$13 |
| Steigerwald, Gordon & Koch Inc. | 2 | $153 | $7 | Added$7 |
| Coston, McIsaac & Partners | 507 | $38 | $1 | Added$1 |