| MORGAN STANLEY | 406.3K | $24.4M | $2.37M | Cut−$22.5M |
| Aprio Wealth Management, LLC | 386.5K | $23.2M | $2.25M | Added$1.45M |
| Gradient Investments LLC | 340.7K | $20.4M | $1.9M | Added$2.79M |
| Aaron Wealth Advisors LLC | 206.3K | $12.4M | $1.14M | Added$1.83M |
| MERCER GLOBAL ADVISORS INC /ADV | 70K | $4.2M | $276.1K | Added$1.64M |
| WELLS FARGO & COMPANY/MN | 68.4K | $4.1M | $398.5K | Cut−$1M |
| ALLIANCEBERNSTEIN L.P. | 62.8K | $3.4M | $0 | Held |
| Wealth Architects, LLC | 56.4K | $3.38M | $328.5K | Added$186K |
| JANE STREET GROUP, LLC | 53.2K | $3.19M | — | New |
| Fortis Advisors, LLC | 52.6K | $3.16M | — | New |
| LPL Financial LLC | 37K | $2.22M | $215.5K | Added$21K |
| Envestnet Portfolio Solutions, Inc. | 35.7K | $2.14M | $208.4K | Added$137.3K |
| FIRST CITIZENS BANK & TRUST CO | 34.8K | $2.09M | $202.9K | Added$162.9K |
| Allodium Investment Consultants, LLC | 33.3K | $2M | $182.1K | Added$305.5K |
| PRINCIPAL FINANCIAL GROUP INC | 32.5K | $1.95M | $93.6K | Added$1.08M |
| Pitcairn Wealth Advisors LLC | 32.2K | $1.75M | $0 | Held |
| BANK OF AMERICA CORP /DE/ | 24.9K | $1.49M | $145K | Cut−$303.5K |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 22.2K | $1.33M | $130.4K | Cut−$122.3K |
| J.W. COLE ADVISORS, INC. | 21.4K | $1.28M | $120.7K | Added$159.9K |
| Brown Financial Advisors | 18.8K | $1.13M | $109.2K | Added$111.7K |
| Paladin Wealth, LLC | 14.7K | $880.3K | $75.1K | Added$182.6K |
| JOHNSON INVESTMENT COUNSEL INC | 13.6K | $817.8K | — | New |
| Mariner, LLC | 12.1K | $723.8K | $70.4K | Added$44.8K |
| RAYMOND JAMES FINANCIAL INC | 11.8K | $710.7K | $69.1K | Cut−$60.3K |
| Mattson Financial Services, LLC | 11.3K | $675.3K | $65.6K | Added$31K |
| Sanctuary Advisors, LLC | 10.5K | $627.4K | $61K | Added$57.2K |
| SeaCrest Wealth Management, LLC | 9.59K | $575.4K | $60K | Added$61.4K |
| Kestra Advisory Services, LLC | 8.32K | $499.1K | $9.83K | Added$407.7K |
| OSAIC HOLDINGS, INC. | 8.28K | $497.4K | $48.4K | Cut−$351.7K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 7.45K | $446.9K | — | New |
| FIRST FINANCIAL BANK - TRUST DIVISION | 7.33K | $439.5K | $42.7K | Cut−$7.16K |
| Paragon Capital Management Ltd | 7.22K | $433.1K | $42.1K | Added$42.1K |
| ROYAL BANK OF CANADA | 7.15K | $429K | $41.1K | Added$19K |
| Bell Bank | 7K | $419.9K | $40.8K | Added$40.8K |
| UBS Group AG | 6.11K | $366.5K | $35.6K | Added$33.2K |
| SVB WEALTH LLC | 6.02K | $361K | $35.1K | Added$642 |
| STIFEL FINANCIAL CORP | 5.47K | $328.2K | $31.5K | Added$35.9K |
| Koshinski Asset Management, Inc. | 5.22K | $313.2K | $30.4K | Added$24.8K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 4.69K | $281.2K | $27.3K | Added$27.3K |
| First Citizens Asset Management, Inc. | 3.65K | $219.2K | — | New |
| GLENMEDE TRUST CO NA | 3.56K | $213.8K | — | New |
| Strategic Wealth Partners, Ltd. | 2.63K | $157.4K | $13.5K | Added$32.3K |
| TD Waterhouse Canada Inc. | 2.5K | $149K | — | New |
| FIFTH THIRD BANCORP | 1.84K | $110.5K | $723 | Added$103.8K |
| Brentview Investment Management LLC | 800 | $48K | $4.66K | Added$4.66K |
| Aptus Capital Advisors, LLC | 786 | $47.1K | $4.58K | Added$4.58K |
| Fidelity | 408 | $24.5K | $2.39K | Cut−$375 |
| Geneos Wealth Management Inc. | 250 | $15K | $1.46K | Added$1.46K |
| Allworth Financial LP | 178 | $10.7K | $1.02K | Added$1.08K |
| NBC SECURITIES, INC. | 168 | $10.1K | $983 | Added$983 |
| Western Wealth Management, LLC | 122 | $7.3K | — | New |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 104 | $6.24K | $606 | Added$606 |
| Farther Finance Advisors, LLC | 94 | $5.64K | $552 | Cut−$13.3K |
| High Note Wealth, LLC | 91 | $5.46K | $530 | Added$530 |
| Colonial Trust Co / SC | 72 | $4.32K | $420 | Added$420 |
| Russell Investments Group, Ltd. | 63 | $3.78K | $368 | Added$368 |
| HARBOR INVESTMENT ADVISORY, LLC | 30 | $1.8K | $174 | Added$174 |
| CWM, LLC | 16 | $960 | — | New |
| Vestcor Inc | 13.8K | $828 | $80 | Cut−$227 |
| FLOW TRADERS U.S. LLC | 4.61K | $277 | — | New |
| Cambridge Investment Research Advisors, Inc. | 3.85K | $231 | $22 | Added$10 |
| Capital Advisors, Ltd. LLC | 3.6K | $216 | $21 | Added$21 |
| SIGNATUREFD, LLC | 1 | $47 | $4 | Added$4 |