| MORGAN STANLEY | 2.93M | $165.6M | $54.6M | Added$51M |
| JONES FINANCIAL COMPANIES LLLP | 2.63M | $145.5M | $194.3K | Added$145M |
| BlackRock, Inc. | 1.25M | $70.7M | $21.7M | Added$26.7M |
| GOLDMAN SACHS GROUP INC | 1.24M | $70.3M | $23.2M | Added$18.9M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 1.12M | $63.3M | — | New |
| NORTHERN TRUST CORP | 913.4K | $51.7M | $17.1M | Added$16.9M |
| AMERICAN CENTURY COMPANIES INC | 879.2K | $49.8M | $13.5M | Added$22.4M |
| BANK OF AMERICA CORP /DE/ | 701.4K | $39.7M | $13.1M | Added$6.29M |
| Fidelity | 672.2K | $38.1M | $11.7M | Added$14.2M |
| Invesco Ltd. | 586.2K | $33.2M | — | New |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 568.4K | $32.2M | $10.6M | Added$9.82M |
| RAYMOND JAMES FINANCIAL INC | 458.4K | $25.9M | $8.54M | Added$5.68M |
| Quantinno Capital Management LP | 453.9K | $25.7M | $7.49M | Added$10.5M |
| MILLENNIUM MANAGEMENT LLC | 441.1K | $25M | $3.01M | Added$18.8M |
| Capital Wealth Planning, LLC | 378.9K | $21.5M | $5.38M | Added$9.49M |
| ENVESTNET ASSET MANAGEMENT INC | 308.1K | $17.4M | $2.6M | Added$12.1M |
| GQG Partners LLC | 300.7K | $17M | $3.28M | Added$10.4M |
| UBS Group AG | 280.5K | $15.9M | $4.39M | Added$6.95M |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 209.3K | $11.8M | $3.2M | Added$5.35M |
| Creative Planning | 200.3K | $11.3M | $2.9M | Added$5.45M |
| WELLS FARGO & COMPANY/MN | 183K | $10.4M | $3.42M | Added$948.4K |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 175.4K | $9.93M | $2.74M | Added$4.36M |
| LPL Financial LLC | 156.2K | $8.84M | $2.01M | Added$4.77M |
| Fisher Asset Management, LLC | 149.2K | $8.45M | $2.79M | Added$2.66M |
| CI INVESTMENTS INC. | 141.9K | $8.03M | $2.65M | Added$1.02M |
| JPMORGAN CHASE & CO | 140.9K | $7.86M | $2.06M | Added$3.46M |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 133.7K | $7.57M | $2.01M | Added$3.48M |
| QRG CAPITAL MANAGEMENT, INC. | 133K | $7.53M | $1.84M | Added$3.8M |
| GABELLI FUNDS LLC | 130K | $7.36M | $2.43M | Added$2.43M |
| CIBC WORLD MARKET INC. | 124.3K | $7.04M | $2.32M | Added$2.16M |
| Optiver Holding B.V. | 116.3K | $6.59M | — | New |
| MANNING & NAPIER ADVISORS LLC | 109K | $6.17M | $2.02M | Added$1.9M |
| Mariner, LLC | 108.8K | $6.16M | $1.99M | Added$2.11M |
| 1832 Asset Management L.P. | 105.8K | $5.99M | $1.34M | Added$3.26M |
| Purpose Unlimited Inc. | 105.7K | $5.98M | — | New |
| State Street | 100.2K | $5.73M | $1.92M | Added$1.9M |
| US BANCORP \DE\ | 92.5K | $5.24M | $832.7K | Added$3.55M |
| DIMENSIONAL FUND ADVISORS LP | 83.4K | $4.72M | $1.56M | Added$1.33M |
| Turas Capital Management LP | 81.9K | $4.64M | — | New |
| Connor, Clark & Lunn Investment Management Ltd. | 81.5K | $4.61M | — | New |
| MONECO ADVISORS, LLC | 74.3K | $4.21M | $1.39M | Added$1.38M |
| Callan Family Office, LLC | 74.3K | $4.21M | $1.39M | Added$1.2M |
| RD Lewis Holdings, Inc. | 73.9K | $4.12M | $1.04M | Added$1M |
| Crossmark Global Holdings, Inc. | 70.8K | $4.01M | $1.32M | Added$1.18M |
| Orion Porfolio Solutions, LLC | 70.7K | $4M | $1.32M | Added$830K |
| Icahn Capital | 69.6K | $3.94M | $883.3K | Added$2.15M |
| Vestmark Advisory Solutions, Inc. | 68K | $3.85M | — | New |
| Bank of New York Mellon Corp | 65.3K | $3.7M | $1.16M | Added$1.35M |
| Vanguard Personalized Indexing Management, LLC | 63.2K | $3.58M | $1.18M | Added$537.4K |
| Citadel | 59.3K | $3.36M | — | New |
| NEUBERGER BERMAN GROUP LLC | 57.9K | $3.28M | $801.6K | Added$1.65M |
| Advisors Asset Management, Inc. | 55.2K | $3.12M | $980.9K | Added$1.13M |
| Arosa Capital Management LP | 55K | $3.11M | $1.03M | Cut−$1.06M |
| Ativo Capital Management LLC | 54.6K | $3.09M | $793.6K | Added$1.48M |
| Corient Private Wealth LLC | 49.9K | $2.8M | $906.4K | Added$714.3K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 48.6K | $2.75M | $376.7K | Added$1.98M |
| Harvest Portfolios Group Inc. | 48.5K | $2.75M | $905.5K | Added$804.1K |
| RITHOLTZ WEALTH MANAGEMENT | 47.4K | $2.69M | $634.4K | Added$1.4M |
| Point72 Asset Management, L.P. | 42.5K | $2.41M | $793.4K | Cut−$516.9K |
| Vident Advisory, LLC | 38.4K | $2.17M | $670.9K | Added$810.1K |
| Pathstone Holdings, LLC | 37.8K | $2.14M | $674.8K | Added$774.7K |
| Brooklyn Investment Group | 37.7K | $2.14M | $579K | Added$976.6K |
| AMERIPRISE FINANCIAL INC | 35.3K | $2.02M | $674.9K | Added$524.5K |
| Russell Investments Group, Ltd. | 34.6K | $1.96M | $540.9K | Added$858.9K |
| Sequoia Financial Advisors, LLC | 34.6K | $1.96M | $622.7K | Added$692.7K |
| Cerity Partners LLC | 34K | $1.93M | $599.3K | Added$708.8K |
| PNC Financial Services Group, Inc. | 33.3K | $1.89M | $621.7K | Added$543.8K |
| Caprock Group, LLC | 32.4K | $1.85M | $609.8K | Added$653.1K |
| Bleakley Financial Group, LLC | 32.1K | $1.82M | $535.9K | Added$728.5K |
| Laird Norton Wetherby Trust Company, LLC | 28.6K | $1.64M | $551.1K | Added$550.8K |
| MERCER GLOBAL ADVISORS INC /ADV | 28.8K | $1.63M | $484K | Added$649.6K |
| SIGNATUREFD, LLC | 28.7K | $1.62M | $531.4K | Added$543.8K |
| Tidal Investments LLC | 28.4K | $1.61M | $498.2K | Added$595K |
| YOUSIF CAPITAL MANAGEMENT, LLC | 28.2K | $1.6M | $518K | Added$518K |
| GTS SECURITIES LLC | 28K | $1.58M | $113.7K | Added$1.35M |
| Private Advisor Group, LLC | 27.5K | $1.56M | $172.2K | Added$1.21M |
| GUGGENHEIM CAPITAL LLC | 27.2K | $1.54M | $490.9K | Added$540.3K |
| MML INVESTORS SERVICES, LLC | 27.1K | $1.53M | $421.5K | Added$677.6K |
| HighTower Advisors, LLC | 27K | $1.53M | $408.8K | Added$696.9K |
| EVERGREEN CAPITAL MANAGEMENT LLC | 26.7K | $1.53M | $513.9K | Added$409.1K |
| Cetera Investment Advisers | 26.4K | $1.49M | $390.1K | Added$700K |
| IEQ CAPITAL, LLC | 25.7K | $1.45M | $350.8K | Added$740.8K |
| Focus Partners Wealth | 25.6K | $1.43M | $356.7K | Added$668.6K |
| Dynasty Wealth Management, LLC | 25K | $1.42M | $467.3K | Added$416.7K |
| Legacy Wealth Asset Management, LLC | 23.9K | $1.35M | $383.6K | Added$571.3K |
| QUADRANT CAPITAL GROUP LLC | 23.8K | $1.35M | $443.7K | Added$430.7K |
| STIFEL FINANCIAL CORP | 23.4K | $1.32M | $436K | Cut−$390.3K |
| Redhawk Wealth Advisors, Inc. | 22.8K | $1.29M | $426.3K | Added$369.4K |
| Farther Finance Advisors, LLC | 22.3K | $1.22M | $328.1K | Added$486.5K |
| ELEVATION POINT WEALTH PARTNERS, LLC | 21.5K | $1.22M | — | New |
| Gallacher Capital Management LLC | 21.4K | $1.21M | $394K | Added$408.4K |
| FIRST TRUST ADVISORS LP | 20K | $1.13M | $343.3K | Added$435.3K |
| Savant Capital, LLC | 20K | $1.13M | $334.9K | Added$450.8K |
| Advisors Preferred, LLC | 19.7K | $1.12M | $346.6K | Added$292.6K |
| Purkiss Capital Advisors LLC | 18.9K | $1.07M | $342.4K | Added$372.4K |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 18.8K | $1.07M | — | New |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 16.4K | $928.5K | $69.7K | Added$786.8K |
| Hennion & Walsh Asset Management, Inc. | 16.3K | $924.6K | $166.1K | Added$587.2K |
| Aaron Wealth Advisors LLC | 16.2K | $918.4K | $248.9K | Added$412.5K |
| &PARTNERS | 14.7K | $852K | $232.4K | Added$409.5K |
| U.S. Capital Wealth Advisors, LLC | 14.9K | $842.9K | $268.5K | Added$297.2K |
| Inspire Advisors, LLC | 14.8K | $837.1K | $276.1K | Added$218.4K |
| RHUMBLINE ADVISERS | 14.8K | $835.2K | $245.2K | Added$336.9K |
| SYON CAPITAL LLC | 14K | $790.8K | $260.8K | Added$197.2K |
| Versant Capital Management, Inc | 13.8K | $782.2K | $228.7K | Added$317.4K |
| Rehmann Capital Advisory Group | 13.8K | $779.2K | $257K | Added$255.4K |
| Kathmere Capital Management, LLC | 13.6K | $771.9K | $206.5K | Added$352.2K |
| XY Capital Ltd | 13.6K | $768.9K | — | New |
| GLENMEDE TRUST CO NA | 13.5K | $763.8K | $238.7K | Added$278.7K |
| GREENLEAF TRUST | 12.9K | $728.7K | $236.9K | Added$247.3K |
| Allspring Global Investments Holdings, LLC | 12.7K | $721K | $191.1K | Added$301.5K |
| ROYAL BANK OF CANADA | 12.6K | $713K | $235.2K | Cut−$1.42M |
| ABC ARBITRAGE SA | 12.2K | $691K | — | New |
| NEW VERNON CAPITAL HOLDINGS II LLC | 12.2K | $690.5K | $227.7K | Added$227.7K |
| CHOREO, LLC | 11.9K | $683.2K | $212.7K | Added$258.4K |
| SEI INVESTMENTS CO | 12K | $680K | $220.5K | Added$232K |
| Compound Planning, Inc. | 11.9K | $674.5K | $199.2K | Added$269.8K |
| Sanctuary Advisors, LLC | 11.9K | $671.1K | $200.5K | Added$263.7K |
| ASSETMARK, INC | 11.8K | $668.5K | $8.65K | Added$651K |
| KORNITZER CAPITAL MANAGEMENT INC /KS | 11.7K | $664.3K | $184.4K | Added$289.7K |
| LVW Advisors, LLC | 11.7K | $662.6K | — | New |
| OSAIC HOLDINGS, INC. | 11.6K | $659.6K | $217.7K | Cut−$79.1K |
| Blue Trust, Inc. | 11.6K | $656.9K | $216.6K | Added$56K |
| MGO ONE SEVEN LLC | 11.2K | $634.9K | $209.4K | Added$184.1K |
| Checchi Capital Advisers, LLC | 11.1K | $626.7K | $202.7K | Added$214.8K |
| Flatrock Wealth Partners LLC | 10.9K | $622.2K | $207.6K | Added$213.6K |
| Qtron Investments LLC | 10.7K | $605K | — | New |
| CAMBIAR INVESTORS LLC | 10.5K | $593.3K | $195.7K | Cut−$64.6K |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 10.1K | $570.4K | $188.1K | Added$184.8K |
| Vise Technologies, Inc. | 14.3K | $543.1K | $0 | Held |
| Parallel Advisors, LLC | 9.48K | $536.9K | $129.7K | Added$273.2K |
| DAVENPORT & Co LLC | 9.19K | $520.1K | $171.5K | Added$101.4K |
| Fractal Investments LLC | 9.19K | $520K | — | New |
| GAMMA Investing LLC | 8.84K | $500.3K | $144.1K | Added$207.5K |
| Ballentine Partners, LLC | 8.83K | $499.6K | $160.7K | Added$173.1K |
| Plan Group Financial, LLC | 8.5K | $481.2K | — | New |
| Kestra Advisory Services, LLC | 8.36K | $473.1K | $156K | Added$142.5K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 8.17K | $466.5K | $146.8K | Added$177.9K |
| Summit Trail Advisors, LLC | 8.14K | $461K | — | New |
| Venturi Wealth Management, LLC | 7.99K | $452.4K | $139.6K | Added$168.6K |
| KEYBANK NATIONAL ASSOCIATION/OH | 7.75K | $438.6K | — | New |
| Kovack Advisors, Inc. | 7.66K | $433.4K | — | New |
| EP Wealth Advisors, LLC | 7.65K | $433.2K | $135.3K | Added$158.3K |
| Inspire Investing, LLC | 7.64K | $432.8K | $142.7K | Added$130.7K |
| Smartleaf Asset Management LLC | 7.74K | $431.8K | $136.6K | Added$135.1K |
| M&T Bank Corp | 7.6K | $430.2K | $137.1K | Added$151.6K |
| EverSource Wealth Advisors, LLC | 7.4K | $418.9K | $134.2K | Added$146.1K |
| COLDSTREAM CAPITAL MANAGEMENT INC | 7.25K | $410.3K | $135.3K | Added$78.7K |
| TRUIST FINANCIAL CORP | 7.23K | $409.5K | $119.5K | Added$166.7K |
| Abel Hall, LLC | 7.2K | $407.5K | $134.4K | Added$133K |
| Jain Global LLC | 7.14K | $404K | — | New |
| MOODY NATIONAL BANK TRUST DIVISION | 7.05K | $399.1K | $116.4K | Added$162.7K |
| Larry Mathis Financial Planning, LLC | 7.02K | $397.2K | $131K | Added$129K |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | 6.9K | $390.7K | $128.9K | Added$104.2K |
| CWM, LLC | 6.81K | $385.3K | $353.9K | Added$385K |
| Congress Park Capital LLC | 6.6K | $373.6K | $123.2K | Added$123.2K |
| FRANKLIN RESOURCES INC | 6.54K | $370.2K | $114.6K | Added$137.3K |
| Carnegie Investment Counsel | 6.45K | $364.9K | $120.3K | Added$25.5K |
| PDS Planning, Inc | 6.36K | $360K | $118.7K | Added$118.7K |
| Glen Eagle Advisors, LLC | 6.33K | $358.3K | $118.2K | Added$118.2K |
| Ascent Group, LLC | 6.13K | $347.3K | $106.7K | Added$130.4K |
| Archer Investment Corp | 5.78K | $327.3K | — | New |
| R Squared Ltd | 5.75K | $325.6K | $107.4K | Cut−$134K |
| DRIVE WEALTH MANAGEMENT, LLC | 5.69K | $325.4K | $108.5K | Added$111.8K |
| Plan A Wealth LLC | 5.72K | $324.1K | $104.2K | Added$112.3K |
| ATLAS CAPITAL ADVISORS INC. | 5.68K | $321.5K | $106K | Added$94.2K |
| SmartHarvest Portfolios, LLC | 5.67K | $321.1K | $105.9K | Added$80.3K |
| Merit Financial Group, LLC | 5.56K | $315K | — | New |
| Carrera Capital Advisors | 5.43K | $310.7K | $104.6K | Added$104.7K |
| Envestnet Portfolio Solutions, Inc. | 5.44K | $308.2K | $101.6K | Added$24.4K |
| BANK OF MONTREAL /CAN/ | 5.25K | $297.4K | $98.1K | Cut−$346.9K |
| CoreCap Advisors, LLC | 5.22K | $295.3K | $13.4K | Added$268.1K |
| HB Wealth Management, LLC | 5.21K | $295K | — | New |
| BLAIR WILLIAM & CO/IL | 5.2K | $294.4K | — | New |
| Rockefeller Capital Management L.P. | 5.16K | $291.9K | $24.8K | Added$241.5K |
| MBA Advisors LLC | 5K | $283.1K | — | New |
| TD Waterhouse Canada Inc. | 5.13K | $280.6K | $8.5K | Added$261.5K |
| SAGESPRING WEALTH PARTNERS, LLC | 4.88K | $276.1K | — | New |
| Frec Markets, Inc. | 4.78K | $270.5K | — | New |
| NATIONAL BANK OF CANADA /FI/ | 4.79K | $270.3K | $88.3K | Added$89.6K |
| Prospera Financial Services Inc | 4.66K | $263.9K | — | New |
| COMMERCE BANK | 4.63K | $262K | — | New |
| Independent Advisor Alliance | 4.63K | $261.9K | — | New |
| Ethic Inc. | 4.56K | $258.3K | — | New |
| Manske Wealth Management | 4.55K | $257.6K | — | New |
| Integrated Wealth Concepts LLC | 4.52K | $256.1K | — | New |
| PINNACLE ASSOCIATES LTD | 4.51K | $255.3K | — | New |
| DENALI ADVISORS LLC | 4.5K | $254.9K | — | New |
| Traveka Wealth, LLC | 4.49K | $253.9K | — | New |
| Dorsey & Whitney Trust CO LLC | 4.4K | $249K | — | New |
| SEVEN MILE ADVISORY | 4.28K | $242K | — | New |
| TD PRIVATE CLIENT WEALTH LLC | 4.11K | $232.8K | $17.7K | Added$196.9K |
| VIEWPOINT INVESTMENT PARTNERS CORP | 5.6K | $232.1K | $19.6K | Cut−$63.9K |
| COMMONWEALTH EQUITY SERVICES, LLC | 4.02K | $227.5K | — | New |
| OLD NATIONAL BANCORP /IN/ | 4.01K | $226.9K | — | New |
| Hemenway Trust Co LLC | 4K | $226.4K | — | New |
| Visionary Wealth Advisors | 4K | $226.4K | — | New |
| Squarepoint Ops LLC | 3.88K | $219.8K | — | New |
| SAGE RHINO CAPITAL LLC | 3.85K | $217.7K | — | New |
| Concurrent Investment Advisors, LLC | 3.82K | $216.3K | — | New |
| Cresset Asset Management, LLC | 3.76K | $214.2K | — | New |
| Kingsview Wealth Management, LLC | 3.74K | $211.8K | — | New |
| a16z Perennial Management, L.P. | 3.7K | $209.5K | — | New |
| EARNED WEALTH ADVISORS, LLC | 3.61K | $204.1K | — | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3.58K | $202.9K | — | New |
| FIDELIS CAPITAL PARTNERS, LLC | 3.58K | $202.4K | — | New |
| EWA, LLC | 3.57K | $202.3K | — | New |
| Steward Partners Investment Advisory, LLC | 3.37K | $190.6K | $62.9K | Added$43.4K |
| Allworth Financial LP | 3.2K | $180.9K | $41K | Added$97.5K |
| Hilltop National Bank | 3.19K | $180.6K | $59.6K | Added$31.6K |
| Cromwell Holdings LLC | 2.79K | $159.9K | $53.9K | Added$53.9K |
| NATIXIS ADVISORS, LLC | 2.72M | $154.1K | $50.8K | Added$29.7K |
| Rosenberg Matthew Hamilton | 1.87K | $105.9K | $34.9K | Added$34.9K |
| CITIGROUP INC | 1.85K | $104.5K | $29.1K | Added$45.3K |
| Addison Advisors LLC | 1.7K | $96.2K | $31.6K | Added$32K |
| NISA INVESTMENT ADVISORS, LLC | 1.67K | $95.6K | $31.7K | Added$33.3K |
| Larson Financial Group LLC | 1.69K | $95.4K | $27.1K | Added$40.3K |
| Advisory Services Network, LLC | 1.66K | $93.7K | — | New |
| Pinnacle Wealth Planning Services, Inc. | 1.59K | $90.2K | $29K | Added$31.4K |
| Cassaday & Co Wealth Management LLC | 1.5K | $84.9K | — | New |
| Arax Advisory Partners | 1.33K | $75.6K | $24.9K | Cut−$65.8K |
| Owl Creek Wealth Partners LLC | 1.3K | $73.7K | — | Held |
| Manchester Capital Management LLC | 1.21K | $68.3K | $22.5K | Added$22.5K |
| TWIN PEAKS WEALTH ADVISORS, LLC | 1.03K | $58.3K | — | New |
| First Command Advisory Services, Inc. | 854 | $48.5K | — | New |
| Intentional Wealth Strategies, LLC | 799 | $45.2K | — | Held |
| BARCLAYS PLC | 721 | $40.8K | — | New |
| PRIVATE TRUST CO NA | 716 | $40.5K | $4.28K | Added$31.8K |
| Salomon & Ludwin, LLC | 708 | $40.4K | $10.5K | Added$17.4K |
| Golden State Wealth Management, LLC | 607 | $34.4K | $11.3K | Added$11.3K |
| ROTHSCHILD INVESTMENT LLC | 606 | $34.3K | $9.35K | Added$15.3K |
| JFS WEALTH ADVISORS, LLC | 546 | $31K | $10.2K | Cut−$7.37K |
| Parkside Financial Bank & Trust | 534 | $30.2K | $9.97K | Added$6.25K |
| BROWN BROTHERS HARRIMAN & CO | 508 | $28.8K | $9.48K | Added$9.48K |
| Ancora Advisors LLC | 499 | $28.2K | $3.3K | Added$21.5K |
| FIFTH THIRD BANCORP | 492 | $27.9K | $9.19K | Added$5.85K |
| Solstein Capital, LLC | 483 | $27.3K | — | New |
| Ares Financial Consulting, LLC | 477 | $26.2K | — | New |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 461 | $26.1K | $8.61K | Added$2.46K |
| True Wealth Design, LLC | 444 | $25.1K | $7.19K | Added$10.5K |
| Newbridge Financial Services Group, Inc. | 388 | $22K | $7.24K | Cut−$988.7K |
| Bruce G. Allen Investments, LLC | 355 | $20.1K | $6.63K | Added$6.63K |
| BARRETT & COMPANY, INC. | 325 | $18.4K | $6.07K | Added$6.07K |
| IFP Advisors, Inc | 312 | $17.7K | $5.82K | Added$5.14K |
| HARBOUR INVESTMENTS, INC. | 302 | $17.1K | — | New |
| Kilter Group LLC | 299 | $16.9K | $37 | Added$16.9K |
| Strategic Wealth Partners, Ltd. | 291 | $16.5K | $5.44K | Added$5.44K |
| Destiny Wealth Partners, LLC | 291 | $16.5K | — | New |
| Bare Financial Services, Inc | 281 | $15.9K | $4.67K | Added$6.42K |
| MAI Capital Management | 276 | $15.6K | $2.24K | Added$11.1K |