| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 37.6M | $850M | −$22.2M | Added$11.2M |
| Bleakley Financial Group, LLC | 1.09M | $24.7M | −$68.8K | Added$22.1M |
| AIRE ADVISORS, LLC | 314.1K | $7.1M | −$190.6K | Cut−$104.8K |
| Corient Private Wealth LLC | 136.8K | $3.09M | −$84K | Cut−$385.2K |
| JANE STREET GROUP, LLC | 100.5K | $2.27M | −$61.7K | Cut−$406.5K |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | 88.3K | $2M | −$54.2K | Cut−$54.2K |
| OSAIC HOLDINGS, INC. | 72.8K | $1.65M | −$28.6K | Added$563.7K |
| Ancora Advisors LLC | 50.8K | $1.15M | −$502 | Added$1.13M |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | 43.9K | $992.1K | −$27K | Cut−$47.1K |
| LPL Financial LLC | 38.7K | $874.3K | −$19.5K | Added$136.2K |
| Orion Porfolio Solutions, LLC | 36.9K | $833.7K | — | New |
| Citadel | 28.9K | $653.1K | −$7.32K | Added$376.3K |
| Creative Planning | 18.7K | $422.4K | −$8.49K | Added$101.5K |
| Strategic Financial Planning, Inc. | 20.3K | $418.4K | −$28.7K | Added$159K |
| Brand Asset Management Group, Inc. | 15.8K | $357.6K | −$9.72K | Cut−$229.1K |
| Ellis Investment Partners, LLC | 12.1K | $273.4K | −$7.43K | Cut−$7.43K |
| Quantinno Capital Management LP | 11.8K | $266.8K | −$6.39K | Added$25.3K |
| Cerity Partners LLC | 11.1K | $249.9K | — | New |
| MERCER GLOBAL ADVISORS INC /ADV | 10.8K | $244.1K | — | New |
| Focus Partners Wealth | 10.4K | $235.6K | −$5.8K | Added$16.3K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 10.2K | $233.4K | — | New |
| Brooklyn Investment Group | 10.2K | $230K | −$7.17K | Cut−$7.4K |
| Ariadne Wealth Management, LP | 10K | $226K | −$28.5K | Cut−$28.5K |
| Fidelity | 5.78K | $130.5K | −$2.59K | Added$33.3K |
| BlackRock, Inc. | 4.65K | $105K | −$517 | Added$85.5K |
| CoreCap Advisors, LLC | 2.66K | $60.2K | −$594 | Added$37.7K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 2.26K | $51.1K | −$549 | Added$30.6K |
| Root Financial Partners, LLC | 1.96K | $44.4K | −$1.21K | Cut−$9.33K |
| MORGAN STANLEY | 1.84K | $41.7K | −$1.14K | Cut−$27K |
| MAI Capital Management | 1.16K | $26.1K | −$718 | Cut−$788 |
| US BANCORP \DE\ | 1.06K | $23.9K | — | New |
| ROYAL BANK OF CANADA | 937 | $21K | −$730 | Cut−$4K |
| Aptus Capital Advisors, LLC | 911 | $20.6K | −$559 | Cut−$559 |
| WELLS FARGO & COMPANY/MN | 785 | $17.7K | −$290 | Added$6.15K |
| CWM, LLC | 756 | $17.1K | $17.1K | Added$17.1K |
| 1620 INVESTMENT ADVISORS, INC. | 681 | $15.4K | −$418 | Cut−$418 |
| BANK OF MONTREAL /CAN/ | 606 | $13.7K | −$107 | Added$9.63K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 561 | $12.7K | −$41 | Added$11.1K |
| HOEY INVESTMENTS, INC | 554 | $12.5K | −$337 | Cut−$247 |
| UBS Group AG | 544 | $12.3K | −$334 | Cut−$1.68K |
| Advisory Services Network, LLC | 514 | $11.6K | — | New |
| Burk Holdings LLC | 485 | $11K | — | New |
| Farther Finance Advisors, LLC | 469 | $10.7K | −$19 | Added$9.45K |
| BROWN BROTHERS HARRIMAN & CO | 389 | $8.79K | −$239 | Cut−$239 |
| Parallel Advisors, LLC | 309 | $6.98K | −$178 | Added$251 |
| Allworth Financial LP | 305 | $6.89K | −$55 | Added$4.62K |
| Dunhill Financial, LLC | 298 | $6.73K | −$184 | Cut−$184 |
| AE Wealth Management LLC | 281 | $6.35K | −$181 | Cut−$2.13K |
| IFP Advisors, Inc | 271 | $6.12K | −$166 | Cut−$21.2K |
| Crewe Advisors LLC | 270 | $6.1K | −$166 | Cut−$2.05K |
| Lodestone Wealth Management LLC | 267 | $6.03K | −$164 | Cut−$1.53K |
| Synergy Investment Management, LLC | 238 | $5.38K | — | New |
| ASSETMARK, INC | 223 | $5.04K | −$70 | Added$2.39K |
| AlphaCore Capital LLC | 214 | $4.84K | −$35 | Added$3.49K |
| Tidemark, LLC | 195 | $4.41K | −$120 | Cut−$120 |
| JPMORGAN CHASE & CO | 183 | $4.03K | −$215 | Cut−$14K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 163 | $3.68K | −$44 | Added$2.01K |
| MCF Advisors LLC | 149 | $3.37K | −$92 | Cut−$92 |
| Geneos Wealth Management Inc. | 146 | $3.3K | −$89 | Cut−$89 |
| PNC Financial Services Group, Inc. | 129 | $2.92K | −$79 | Cut−$6.44K |
| Key Financial Inc | 119 | $2.69K | −$73 | Cut−$73 |
| Blue Trust, Inc. | 112 | $2.53K | −$69 | Cut−$69 |
| JONES FINANCIAL COMPANIES LLLP | 88 | $1.94K | −$96 | Added$102 |
| Clearstead Advisors, LLC | 85 | $1.92K | −$52 | Cut−$52 |
| Abound Wealth Management | 76 | $1.72K | −$16 | Added$1.11K |
| Larson Financial Group LLC | 60 | $1.36K | −$28 | Cut−$20.7K |
| Rockefeller Capital Management L.P. | 58 | $1.31K | — | New |
| PFS Partners, LLC | 49 | $1.11K | −$30 | Cut−$30 |
| Key Capital Management, INC | 48 | $1.08K | — | New |
| Betterment LLC | 40.2K | $910 | −$13 | Added$395 |
| CITIGROUP INC | 38 | $859 | −$23 | Cut−$626 |
| HARBOUR INVESTMENTS, INC. | 33 | $750 | −$8 | Added$560 |
| Salomon & Ludwin, LLC | 32 | $730 | −$22 | Cut−$22 |
| Glass Jacobson Investment Advisors llc | 31 | $701 | −$19 | Cut−$19 |
| Steward Partners Investment Advisory, LLC | 29 | $655 | −$18 | Cut−$18 |
| HIGHLINE WEALTH PARTNERS LLC | 24 | $542 | −$15 | Cut−$15 |
| Sunbelt Securities, Inc. | 23 | $525 | −$5 | Added$497 |
| Pinnacle Wealth Planning Services, Inc. | 22 | $497 | −$14 | Cut−$14 |
| First Pacific Financial | 21 | $475 | — | New |
| GHP Investment Advisors, Inc. | 19 | $430 | — | New |
| Solstein Capital, LLC | 19 | $429 | −$12 | Cut−$12 |
| GILL CAPITAL PARTNERS, LLC | 19 | $429 | — | New |
| Investors Research Corp | 19 | $429 | −$12 | Cut−$12 |
| Frazier Financial Advisors, LLC | 17 | $394 | −$3 | Cut−$914 |
| SIGNATUREFD, LLC | 17 | $384 | −$10 | Cut−$103 |
| Portus Wealth Advisors, LLC | 17 | $384 | — | New |
| MCGUIRE CAPITAL ADVISORS INC | 17 | $384 | −$11 | Cut−$11 |
| AdvisorNet Financial, Inc | 17 | $384 | — | New |
| CVA Family Office, LLC | 14 | $316 | — | New |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 10 | $226 | −$6 | Cut−$6 |
| KELLEHER FINANCIAL ADVISORS | 8 | $183 | — | New |
| Signature Resources Capital Management, LLC | 8 | $181 | — | New |
| Ashton Thomas Private Wealth, LLC | 7 | $158 | — | New |
| Smartleaf Asset Management LLC | 4 | $88 | −$5 | Cut−$984 |
| Valued Wealth Advisors LLC | 3 | $68 | — | New |
| HM PAYSON & CO | 2 | $46 | — | New |
| Financial Management Professionals, Inc. | 2 | $45 | −$1 | Cut−$1 |
| Kozak & Associates, Inc. | 1 | $24 | — | New |
| Activest Wealth Management | 1 | $23 | — | New |
| Creative Capital Management Investments LLC | 1 | $23 | — | New |
| Capital Analysts, LLC | 125 | $3 | −$0 | Added$2 |
| PIN OAK INVESTMENT ADVISORS INC | 96 | $2 | $0 | Held |
| HANTZ FINANCIAL SERVICES, INC. | 39 | $1 | $0 | Held |