| LPL Financial LLC | 347K | $18.6M | $595.7K | Added$5.62M |
| STEPHENS INC /AR/ | 240.5K | $12.9M | $433.1K | Added$3.45M |
| Sonoma Allocations LLC | 208.7K | $11.4M | $57K | Added$1.07M |
| CATHY PARETO & ASSOCIATES, INC | 149.1K | $8.01M | $316.9K | Added$1.06M |
| JANE STREET GROUP, LLC | 134.3K | $7.21M | $134.6K | Added$4.27M |
| GC Wealth Management RIA, LLC | 85.9K | $4.61M | $201.7K | Added$154.3K |
| WESCAP Management Group, Inc. | 72.1K | $3.87M | $169.5K | Added$39.8K |
| Citadel | 47.3K | $2.54M | — | New |
| D.A. DAVIDSON & CO. | 42.2K | $2.27M | $72.1K | Added$693.4K |
| Corient Private Wealth LLC | 41K | $2.2M | $96.1K | Added$94.8K |
| Sowell Financial Services LLC | 39.9K | $2.14M | — | New |
| Spinnaker Investment Group, LLC | 39.2K | $2.11M | $92.2K | Cut−$180.3K |
| INSIGNEO ADVISORY SERVICES, LLC | 29.4K | $1.58M | — | New |
| JOHNSON INVESTMENT COUNSEL INC | 27.1K | $1.46M | $63.7K | Added$63.7K |
| UBS Group AG | 25.5K | $1.37M | $1.73K | Added$1.33M |
| Quantinno Capital Management LP | 23.7K | $1.27M | $46K | Added$267.8K |
| HARBOUR INVESTMENTS, INC. | 16.7K | $899.3K | $1.59K | Added$865.1K |
| E&G Advisors, LP | 15.6K | $837.4K | $15.4K | Added$499.9K |
| Sanctuary Advisors, LLC | 15.4K | $827K | $35.4K | Added$54.3K |
| JONES FINANCIAL COMPANIES LLLP | 15.9K | $825.6K | $4.74K | Added$245.9K |
| AMERIFLEX GROUP, INC. | 15.3K | $822.1K | — | New |
| CARY STREET PARTNERS FINANCIAL LLC | 13.1K | $702K | $30.7K | Added$30.7K |
| RAYMOND JAMES FINANCIAL INC | 12.2K | $656.3K | $23.2K | Added$148.6K |
| MML INVESTORS SERVICES, LLC | 12.1K | $650.4K | $28.5K | Cut−$13.7K |
| Cetera Investment Advisers | 9.42K | $505.8K | — | New |
| Berkeley, Inc | 7.92K | $425.6K | $18.6K | Cut−$292.8K |
| WHITTIER TRUST CO | 6.88K | $377.7K | $17K | Added$17K |
| Kestra Advisory Services, LLC | 5.74K | $308.4K | $3.52K | Added$232K |
| Atria Investments, Inc | 5.44K | $292.1K | $12.8K | Cut−$46.1K |
| FLAGSTAR ADVISORS INC | 5.29K | $284K | — | New |
| ENVESTNET ASSET MANAGEMENT INC | 4.8K | $257.9K | — | New |
| OSAIC HOLDINGS, INC. | 4.23K | $227.2K | $9.91K | Cut−$675 |
| BridgePort Financial Solutions, LLC | 4.21K | $226.3K | $9.88K | Added$9.93K |
| EP Wealth Advisors, LLC | 4.15K | $222.8K | $9.74K | Cut−$366.9K |
| ROYAL BANK OF CANADA | 3.89K | $209K | $8.68K | Added$9K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 3.61K | $193.7K | $5.67K | Added$69.7K |
| PRIVATE TRUST CO NA | 2.92K | $156.7K | $6.65K | Added$11.4K |
| MORGAN STANLEY | 2.83K | $152.2K | $6.68K | Cut−$65.3K |
| MAI Capital Management | 2.37K | $127.2K | — | New |
| Fidelity | 2.05K | $110K | $3.51K | Added$33K |
| BLAIR WILLIAM & CO/IL | 2K | $107.4K | $4.7K | Added$4.7K |
| Main Street Group, LTD | 1.15K | $61.8K | — | New |
| AE Wealth Management LLC | 1.13K | $60.9K | $2.65K | Added$2.76K |
| Peck Wealth Management, LLC | 1.12K | $60.3K | $2.64K | Added$2.64K |
| FIFTH THIRD BANCORP | 856 | $46K | — | New |
| Steward Partners Investment Advisory, LLC | 646 | $34.7K | $1.52K | Cut−$74 |
| Farther Finance Advisors, LLC | 325 | $17.7K | — | New |
| Western Wealth Management, LLC | 300 | $16.1K | — | New |
| NBT BANK N A /NY | 178 | $9.56K | $418 | Added$418 |
| ROTHSCHILD INVESTMENT LLC | 17 | $913 | $40 | Added$40 |
| Greenwich Wealth Management LLC | 5.97K | $321 | $13 | Added$44 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 5 | $269 | $12 | Added$12 |
| HRT FINANCIAL LP | 4.04K | $217 | — | New |