| BANK OF AMERICA CORP /DE/ | 10.5M | $380.9M | −$7.06M | Cut−$463.7M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 5.69M | $205.6M | −$3.81M | Cut−$11.7M |
| ROYAL BANK OF CANADA | 5.23M | $189.2M | −$3.31M | Added$6.96M |
| VOYA INVESTMENT MANAGEMENT LLC | 4.59M | $165.9M | −$3M | Added$759.7K |
| WELLS FARGO & COMPANY/MN | 4.3M | $155.6M | −$2.88M | Cut−$26.5M |
| Valmark Advisers, Inc. | 3.33M | $120.4M | −$2.21M | Cut−$848.6K |
| PNC Financial Services Group, Inc. | 2.85M | $103.1M | −$1.91M | Cut−$2.86M |
| ENVESTNET ASSET MANAGEMENT INC | 2.65M | $96M | −$1.78M | Cut−$3.02M |
| Performa Ltd (US), LLC | 1.64M | $59.3M | −$1.01M | Added$3.64M |
| AMERICAN CENTURY COMPANIES INC | 1.61M | $58.3M | −$1.08M | Cut−$1.08M |
| Wealthfront Advisers LLC | 1.54M | $55.5M | −$827.4K | Added$10M |
| DEUTSCHE BANK AG\ | 1.29M | $46.5M | −$862.3K | Cut−$2.46M |
| Ocean Park Asset Management, LLC | 1.16M | $41.8M | −$774.2K | Cut−$774.2K |
| Kensington Asset Management, LLC | 1.12M | $40.6M | −$797.3K | Cut−$8.17M |
| GOLDMAN SACHS GROUP INC | 1.07M | $38.6M | −$716K | Cut−$1.11M |
| ASSETMARK, INC | 890.1K | $32.2M | −$592.7K | Cut−$396.1K |
| Financial Gravity Asset Management, Inc. | 770.4K | $27.9M | −$499.4K | Added$408.4K |
| FIFTH THIRD BANCORP | 733.8K | $26.5M | −$440.6K | Added$2.32M |
| UBS Group AG | 675.7K | $24.4M | −$189.9K | Added$14M |
| AMERIPRISE FINANCIAL INC | 542.4K | $19.6M | −$318.1K | Added$786.4K |
| Retirement Investment Advisors, Inc. | 529.2K | $19.5M | $0 | Held |
| Rakuten Investment Management, Inc. | 489.8K | $18.2M | $0 | Added$9.09M |
| REGIONS FINANCIAL CORP | 485K | $17.5M | −$298.9K | Added$1.11M |
| TD PRIVATE CLIENT WEALTH LLC | 446.2K | $16.1M | −$252.5K | Added$2.25M |
| LPL Financial LLC | 405.1K | $14.6M | −$271.4K | Cut−$10.7M |
| Avior Wealth Management, LLC | 387.6K | $14M | −$243.8K | Added$610.1K |
| OLD MISSION CAPITAL LLC | 343.3K | $12.4M | −$21K | Added$11.3M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 324.6K | $11.7M | −$275.9K | Cut−$3.45M |
| NorthRock Partners, LLC | 305K | $11M | −$204.4K | Cut−$302.9K |
| Focus Partners Wealth | 290.3K | $10.5M | −$194.5K | Cut−$7.22M |
| MORGAN STANLEY | 257.6K | $9.31M | −$157.2K | Added$674.5K |
| WCG Wealth Advisors LLC | 251.2K | $9.08M | −$166.6K | Cut−$77.1K |
| Icahn Capital | 249.7K | $9.03M | −$163.7K | Added$33.1K |
| THEORY FINANCIAL LLC | 246.3K | $8.91M | −$214.2K | Added$363.8K |
| RAYMOND JAMES FINANCIAL INC | 233.3K | $8.44M | −$146K | Added$410.9K |
| Amundi | 227.3K | $8.22M | −$106K | Added$2.39M |
| Robertson Stephens Wealth Management, LLC | 216.6K | $7.83M | −$145.1K | Cut−$5.45M |
| Curran Financial Partners, LLC | 209.4K | $7.57M | −$116.1K | Added$1.19M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 197.1K | $7.13M | −$22.8K | Added$5.87M |
| OSAIC HOLDINGS, INC. | 188.9K | $6.83M | −$64.3K | Added$3.31M |
| Marion Wealth Management | 188.8K | $6.83M | −$162.8K | Added$194.2K |
| Dynamic Advisor Solutions LLC | 149.7K | $5.41M | −$95.9K | Added$139.3K |
| Sanctuary Advisors, LLC | 124.8K | $4.51M | −$83.6K | Cut−$368.8K |
| rebel Financial LLC | 117.1K | $4.24M | −$78.5K | Cut−$128.3K |
| Baird Financial Group, Inc. | 108K | $3.91M | −$72.4K | Cut−$101.9K |
| &PARTNERS | 107.1K | $3.88M | −$60.3K | Added$67.5K |
| CITIGROUP INC | 96.5K | $3.49M | −$64.7K | Cut−$69.7K |
| WealthPlan Investment Management, LLC | 95.3K | $3.45M | −$48.9K | Added$759.7K |
| HSBC HOLDINGS PLC | 78K | $2.82M | −$44.5K | Added$375.5K |
| HighTower Advisors, LLC | 77.2K | $2.79M | −$46.5K | Added$235.4K |
| Merit Financial Group, LLC | 71.9K | $2.6M | −$43.2K | Added$223.4K |
| Martel Wealth Advisors Inc | 70.3K | $2.54M | −$46.8K | Cut−$30.8K |
| COMMERCE BANK | 69.4K | $2.51M | −$42.7K | Added$163.7K |
| Onyx Bridge Wealth Group LLC | 51.5K | $1.86M | −$34.5K | Cut−$59.5K |
| Perigon Wealth Management, LLC | 50.9K | $1.84M | −$32.3K | Added$64K |
| TRUIST FINANCIAL CORP | 49.3K | $1.78M | −$31.4K | Added$59.2K |
| Cetera Investment Advisers | 48.9K | $1.77M | −$32.8K | Cut−$414.9K |
| Kestra Advisory Services, LLC | 44.8K | $1.62M | −$30K | Cut−$429.1K |
| Farther Finance Advisors, LLC | 42.3K | $1.53M | −$5.07K | Added$1.22M |
| Atria Investments, Inc | 40.5K | $1.47M | −$27.1K | Cut−$3.19M |
| GREAT VALLEY ADVISOR GROUP, INC. | 40.3K | $1.46M | −$26.9K | Cut−$39.8K |
| COMMONWEALTH EQUITY SERVICES, LLC | 40.3K | $1.46M | −$27K | Cut−$3.24M |
| Fifth Third Securities, Inc. | 39.2K | $1.42M | −$24.8K | Added$48.8K |
| C2C Wealth Management, LLC | 37.2K | $1.34M | −$24.9K | Cut−$24.9K |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 36.5K | $1.34M | — | New |
| Gotham Asset Management, LLC | 35.8K | $1.3M | −$12.2K | Added$625.8K |
| Wiser Advisor Group LLC | 34.5K | $1.25M | −$23.1K | Cut−$37.5K |
| Vise Technologies, Inc. | 33.7K | $1.24M | $0 | Held |
| Meadowbrook Advisors Group, LLC | 29.7K | $1.07M | −$19.9K | Cut−$66.3K |
| OPTIMA CAPITAL LLC | 26.1K | $943K | −$17.4K | Cut−$15.8K |
| Strategic Financial Planning, Inc. | 15.8K | $936.8K | — | New |
| WEBSTER BANK, N. A. | 25.7K | $928K | −$974 | Added$874.4K |
| Wealthcare Advisory Partners LLC | 25.1K | $909K | −$14.1K | Added$132.6K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 24.5K | $890.6K | −$15.7K | Cut−$694.6K |
| SigFig Wealth Management, LLC | 24.2K | $874.3K | −$15.1K | Added$45.2K |
| Renaissance Technologies | 23.3K | $842.5K | — | New |
| WORLD EQUITY GROUP, INC. | 22.8K | $825.3K | −$14.6K | Added$24.7K |
| Adams Wealth Management | 22.5K | $812.7K | −$15.1K | Cut−$57.3K |
| CacheTech Inc. | 22.5K | $812.7K | −$15.1K | Cut−$57.3K |
| NBC SECURITIES, INC. | 20.8K | $752.8K | −$13.9K | Cut−$33.7K |
| Rothschild Wealth LLC | 20.3K | $734.2K | −$13.6K | Cut−$16.2K |
| Whitcomb & Hess, Inc. | 19.8K | $715.3K | −$16.5K | Added$6.53K |
| Brookstone Capital Management | 17.7K | $641.2K | −$11.9K | Cut−$34.1K |
| LEVEL FOUR ADVISORY SERVICES, LLC | 17.3K | $627K | −$11.6K | Cut−$25.1K |
| Wealth Management Associates, Inc. | 17.3K | $625.2K | −$11.6K | Cut−$804.4K |
| Koss-Olinger Consulting, LLC | 17K | $613.3K | — | New |
| MML INVESTORS SERVICES, LLC | 16.1K | $582.3K | −$10.8K | Cut−$189.9K |
| LIBERTY SQUARE WEALTH PARTNERS LLC | 14.8K | $536.3K | −$9.94K | Cut−$231.7K |
| Global Financial Private Client, LLC | 14.1K | $509.8K | −$9.45K | Cut−$18.3K |
| Rockefeller Capital Management L.P. | 13.4K | $484.5K | −$8.99K | Cut−$116.8K |
| DAVENPORT & Co LLC | 13.1K | $473.5K | −$8.54K | Added$5.42K |
| PFG Advisors | 12.8K | $462.9K | −$8.57K | Cut−$387.5K |
| MERCER GLOBAL ADVISORS INC /ADV | 12.7K | $460.2K | −$7.99K | Added$21.5K |
| Koshinski Asset Management, Inc. | 12.6K | $456.1K | −$8.45K | Cut−$19.2K |
| NewEdge Advisors, LLC | 15.6K | $450.7K | −$123K | Cut−$708.4K |
| STIFEL FINANCIAL CORP | 12.5K | $450.7K | −$8.39K | Cut−$68.9K |
| Private Advisor Group, LLC | 11.9K | $428.7K | −$7.75K | Added$2.99K |
| TWO SIGMA SECURITIES, LLC | 11.6K | $418.9K | −$6.49K | Added$62.1K |
| Employees Retirement System of Texas | 11.4M | $411.2K | −$7.62K | Cut−$7.62K |
| Integrated Wealth Concepts LLC | 11.2K | $404.4K | — | New |
| Sowell Financial Services LLC | 11.2K | $404K | −$7.42K | Cut−$3.73K |
| Engineers Gate Manager LP | 10.9K | $395.8K | −$6.36K | Added$46.1K |
| Beacon Pointe Advisors, LLC | 10.9K | $395.4K | −$7.31K | Cut−$9.45K |
| Estate Counselors, LLC | 10.7K | $388.4K | — | New |
| CAPTRUST FINANCIAL ADVISORS | 10.6K | $384.3K | — | New |
| Columbus Macro, LLC | 10.3K | $373.7K | −$6.02K | Added$43.2K |
| Cedrus Wealth Group LLC | 10.2K | $370.3K | −$6.75K | Cut−$821 |
| Focus Financial Network, Inc. | 9.68K | $349.9K | −$6.48K | Cut−$184.5K |
| WealthPLAN Partners, LLC | 9.47K | $342.4K | −$3.73K | Added$137.3K |
| OpenArc Corporate Advisory, LLC | 8.89K | $321.4K | −$5.96K | Cut−$162.7K |
| VIRTUE ASSET MANAGEMENT LLC | 8.85K | $320.1K | −$5.93K | Cut−$10.2K |
| World Investment Advisors | 8.83K | $319.3K | −$5.92K | Cut−$53.4K |
| Braun-Bostich & Associates Inc. | 8.75K | $316.4K | −$5.86K | Cut−$25.1K |
| Qube Research & Technologies Ltd | 8.27K | $298.9K | — | New |
| Ausdal Financial Partners, Inc. | 7.99K | $289.1K | −$5.35K | Cut−$21.2K |
| TSG Advice Partners, LLC | 7.08K | $255.9K | −$4.77K | Cut−$9.85K |
| Prime Capital Investment Advisors, LLC | 7.02K | $253.8K | −$4.69K | Cut−$18.6K |
| Geneos Wealth Management Inc. | 7.01K | $253.5K | −$4.53K | Added$4.55K |
| Moors & Cabot, Inc. | 6.95K | $251.4K | −$4.45K | Added$6.68K |
| WESTBOURNE INVESTMENTS, INC. | 6.84K | $247.3K | −$4.58K | Cut−$4.58K |
| Hexagon Capital Partners LLC | 6.71K | $242.5K | — | New |
| Meridian Wealth Management, LLC | 6.48K | $234.2K | −$4.21K | Added$2.55K |
| Steward Partners Investment Advisory, LLC | 6.29K | $227.6K | −$4.2K | Cut−$71.2K |
| ENDEAVOR PRIVATE WEALTH, INC. | 6.27K | $226.7K | −$3.73K | Added$20.7K |
| TME FINANCIAL, INC. | 6.16K | $222.8K | −$4.14K | Cut−$4.07K |
| Independent Advisor Alliance | 6.08K | $219.8K | — | New |
| JONES FINANCIAL COMPANIES LLLP | 6.09K | $219.1K | −$3.99K | Added$42.3K |
| Creative Planning | 5.95K | $215.2K | −$3.99K | Cut−$42.3K |
| HENGEHOLD CAPITAL MANAGEMENT LLC | 5.93K | $214.6K | −$3.98K | Cut−$915.9K |
| CONTINENTAL INVESTORS SERVICES, INC. | 5.65K | $206.5K | −$2.94K | Cut−$2.94K |
| Quadrature Capital Ltd | 5.57K | $201.4K | — | New |
| CWM, LLC | 4.85K | $175.3K | $175.2K | Added$174.9K |
| Fidelity | 4.06K | $146.7K | −$2.71K | Cut−$20.8K |
| MAI Capital Management | 3.83K | $138.7K | −$2.57K | Cut−$2.53K |
| Root Financial Partners, LLC | 3.81K | $137.9K | −$2.56K | Cut−$104.9K |
| Johnson Financial Group, Inc. | 3.8K | $137.4K | −$2.55K | Cut−$35.7K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 3.65K | $132K | −$1.74K | Added$35.4K |
| Horizons Wealth Management | 3.6K | $130.4K | −$2.42K | Cut−$2.42K |
| Sound Income Strategies, LLC | 2.8K | $101.3K | −$2.23K | Cut−$1.79K |
| Ashton Thomas Private Wealth, LLC | 2.74K | $99K | — | New |
| IFP Advisors, Inc | 2.71K | $98.2K | −$1.82K | Cut−$7.01K |
| Clearstead Advisors, LLC | 2.58K | $93.4K | −$1.73K | Cut−$16.5M |
| Advisory Services Network, LLC | 2.32K | $84K | — | New |
| AE Wealth Management LLC | 2.25K | $81.5K | −$1.52K | Cut−$6.3K |
| Allworth Financial LP | 2.16K | $78.2K | −$1.45K | Cut−$1.45K |
| Ameritas Investment Partners, Inc. | 2.12K | $76.5K | −$1.42K | Cut−$19.1K |
| EverSource Wealth Advisors, LLC | 1.67K | $60.4K | −$1.1K | Cut−$14.9K |
| Horizon Investments, LLC | 1.69K | $60.4K | −$1.82K | Cut−$22.3M |
| Fourth Dimension Wealth, LLC | 1.57K | $56.7K | −$1.05K | Cut−$14.9K |
| JPMORGAN CHASE & CO | 1.23K | $44.2K | −$977 | Cut−$43.7K |
| PRIVATE TRUST CO NA | 1.14K | $41.2K | −$382 | Added$20.2K |
| CoreCap Advisors, LLC | 1.1K | $39.6K | −$95 | Added$34.4K |
| Centennial Bank/AR/ | 1.06K | $38.2K | −$707 | Cut−$707 |
| Banque Cantonale Vaudoise | 760 | $27K | −$1K | Cut−$1K |
| HHM Wealth Advisors, LLC | 718 | $26K | −$481 | Cut−$481 |
| Blue Trust, Inc. | 710 | $25.7K | −$450 | Added$888 |
| Keating Financial Advisory Services, Inc. | 641 | $23.2K | −$429 | Cut−$216.2K |
| Atlantic Union Bankshares Corp | 638 | $23.1K | −$402 | Cut−$366 |
| Key Financial Inc | 580 | $21K | −$388 | Cut−$388 |
| Penserra Capital Management LLC | 553.9K | $20K | — | New |
| HUNTINGTON NATIONAL BANK | 436 | $15.8K | — | New |
| US BANCORP \DE\ | 404 | $14.6K | −$270 | Cut−$62.8K |
| BlackRock, Inc. | 360 | $13K | −$241 | Cut−$241 |
| AdvisorNet Financial, Inc | 307 | $11.1K | −$104 | Added$5.36K |
| Betterment LLC | 305.9K | $11.1K | −$205 | Cut−$948 |
| Aptus Capital Advisors, LLC | 238 | $8.61K | −$160 | Cut−$2.7K |
| 1620 INVESTMENT ADVISORS, INC. | 206 | $7.45K | −$138 | Cut−$138 |
| Strategic Wealth Partners, Ltd. | 190 | $6.87K | −$128 | Cut−$1.16K |
| Parallel Advisors, LLC | 183 | $6.62K | −$123 | Cut−$2.08K |
| Western Wealth Management, LLC | 162 | $5.86K | — | New |
| DELTA ASSET MANAGEMENT LLC/TN | 147 | $5.32K | −$98 | Cut−$98 |
| Cambridge Investment Research Advisors, Inc. | 145.4K | $5.26K | −$97 | Cut−$96 |
| Hurley Capital, LLC | 128 | $4.62K | −$73 | Cut−$37 |
| Westfuller Advisors, LLC | 109 | $3.94K | −$73 | Cut−$1.03K |
| Fortis Group Advisors, LLC | 106 | $3.83K | −$71 | Cut−$71 |
| BANK OF MONTREAL /CAN/ | 94 | $3.4K | −$63 | Cut−$264.9K |
| Sunbelt Securities, Inc. | 92 | $3.32K | −$63 | Cut−$27 |
| PFS Partners, LLC | 91 | $3.29K | −$61 | Cut−$61 |
| Sunrise Financial Services, LLC | 90 | $3.25K | −$61 | Cut−$10.7K |
| Larson Financial Group LLC | 83 | $3K | −$61 | Cut−$3.71K |
| BAYBAN | 77 | $2.78K | −$52 | Cut−$52 |
| PlanVest Financial, Inc | 72 | $2.61K | — | Held |
| Bogart Wealth, LLC | 70 | $2.53K | −$47 | Cut−$47 |
| HARBOUR INVESTMENTS, INC. | 70 | $2.53K | −$26 | Added$1.09K |
| AMERIFLEX GROUP, INC. | 70 | $2.53K | −$47 | Cut−$47 |
| HRT FINANCIAL LP | 68.5K | $2.48K | — | New |
| Pinnacle Wealth Planning Services, Inc. | 68 | $2.46K | −$45 | Cut−$45 |
| CVA Family Office, LLC | 65 | $2.35K | −$44 | Cut−$44 |
| Smartleaf Asset Management LLC | 65 | $2.34K | −$56 | Cut−$314 |
| HM PAYSON & CO | 64 | $2.31K | — | New |
| GILL CAPITAL PARTNERS, LLC | 63 | $2.28K | — | New |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 56 | $2.02K | −$37 | Cut−$37 |
| ORG Wealth Partners, LLC | 46 | $1.66K | −$31 | Cut−$31 |
| CURIO WEALTH, LLC | 44 | $1.59K | −$15 | Added$817 |
| Front Row Advisors LLC | 40 | $1.45K | −$27 | Cut−$27 |
| KELLEHER FINANCIAL ADVISORS | 38 | $1.39K | — | New |
| Kozak & Associates, Inc. | 36 | $1.33K | — | New |
| IFG Advisory, LLC | 36 | $1.3K | — | New |
| Investors Research Corp | 35 | $1.27K | −$23 | Cut−$23 |
| Godfrey Financial Associates, Inc. | 32 | $1.16K | — | New |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 31 | $1.14K | −$6 | Cut−$6 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 28 | $1.01K | −$19 | Cut−$19 |
| Grey Ledge Advisors, LLC | 20 | $706 | −$38 | Cut−$3 |
| Prosperity Bancshares Inc | 18 | $651 | −$12 | Cut−$12 |
| Waverly Advisors, LLC | 18 | $651 | −$12 | Cut−$12 |
| AlphaCore Capital LLC | 14 | $506 | −$10 | Cut−$22.6K |
| Community Bank, N.A. | 13 | $469 | — | New |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 11 | $398 | −$7 | Cut−$2.77K |
| PARK AVENUE SECURITIES LLC | 10.4K | $376 | −$7 | Added$5 |
| GHP Investment Advisors, Inc. | 10 | $362 | — | New |
| FDx Advisors, Inc. | 9.46K | $342 | −$6 | Cut−$18 |
| Financial Management Professionals, Inc. | 8 | $289 | −$6 | Cut−$6 |
| Kilter Group LLC | 7 | $254 | −$4 | Cut−$4 |
| Creative Capital Management Investments LLC | 7 | $253 | — | New |
| Graney & King, LLC | 6 | $222 | −$4 | Cut−$4 |
| Vision Retirement, LLC | 6 | $217 | −$4 | Cut−$4 |
| SG Americas Securities, LLC | 5.19K | $188 | — | New |
| Quest 10 Wealth Builders, Inc. | 5 | $181 | −$3 | Cut−$3 |
| Capital Analysts, LLC | 2.55K | $92 | −$1 | Cut−$5 |
| Russell Investments Group, Ltd. | 1 | $36 | — | New |
| Hanson & Doremus Investment Management | 8 | $0 | $0 | Held |