| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 2.65M | $138.5M | $7.99M | Added$13.4M |
| Lido Advisors, LLC | 1.36M | $71.1M | $3.36M | Added$4.25M |
| LPL Financial LLC | 510.3K | $26.7M | $1.6M | Added$906.2K |
| AGF MANAGEMENT LTD | 505.3K | $26.4M | $1.59M | Cut−$3.11M |
| COMMONWEALTH EQUITY SERVICES, LLC | 408.6K | $21.4M | $1.27M | Added$1.52M |
| OSAIC HOLDINGS, INC. | 366.6K | $19.2M | $1.01M | Added$3.26M |
| Compass Financial Group, INC/SD | 325.9K | $17.1M | $923K | Added$2.6M |
| MORGAN STANLEY | 217K | $11.4M | $679.4K | Added$712.7K |
| Certified Advisory Corp | 215.8K | $11.3M | $677.5K | Added$263.5K |
| Larson Financial Group LLC | 197K | $10.3M | $590.8K | Added$1.05M |
| Marotta Asset Management | 195.1K | $10.2M | $567.8K | Added$233.8K |
| Fischer Financial Services, Inc. | 143.7K | $7.52M | $445.9K | Added$534.5K |
| ENVESTNET ASSET MANAGEMENT INC | 141K | $7.38M | $399.7K | Added$1.12M |
| Financial Perspectives, Inc | 135.7K | $7.1M | $407.5K | Added$715.7K |
| ASSETMARK, INC | 133.1K | $6.97M | $412.9K | Added$496.8K |
| AE Wealth Management LLC | 127K | $6.65M | $398.8K | Cut−$1.25M |
| GOLDMAN SACHS GROUP INC | 122K | $6.38M | $383.1K | Added$383.1K |
| Bellwether Advisors, LLC | 110.8K | $5.8M | — | New |
| Kestra Advisory Services, LLC | 108.9K | $5.7M | $341.9K | Cut−$6.87K |
| CacheTech Inc. | 97.7K | $5.11M | $306.7K | Cut−$329.3K |
| Adams Wealth Management | 93.8K | $4.91M | $294.6K | Cut−$530.6K |
| STIFEL FINANCIAL CORP | 92.8K | $4.85M | $174.3K | Added$2.13M |
| ATLAS CAPITAL ADVISORS INC. | 87.5K | $4.58M | $192.6K | Added$1.56M |
| MERCER GLOBAL ADVISORS INC /ADV | 82.3K | $4.31M | $248.8K | Added$407.4K |
| UBS Group AG | 82.1K | $4.3M | $215.6K | Added$920.4K |
| Fidelity | 76.4K | $4M | $208.3K | Added$734.9K |
| Arkadios Wealth Advisors | 70.8K | $3.71M | $212K | Added$384.3K |
| BANK OF AMERICA CORP /DE/ | 67.7K | $3.54M | $196.3K | Added$468.6K |
| Lifeworks Advisors, LLC | 67.5K | $3.53M | $211.9K | Cut−$344K |
| CITIGROUP INC | 65.6K | $3.44M | $108.5K | Added$1.74M |
| Advisory Services Network, LLC | 65.1K | $3.41M | $204.3K | Cut−$460.1K |
| SOUTHERN CAPITAL ADVISORS, LLC | 63.6K | $3.33M | $26.1K | Added$2.92M |
| Cetera Investment Advisers | 60.9K | $3.19M | $174.1K | Added$457.8K |
| Roxbury Financial LLC | 56.8K | $2.97M | $177.6K | Added$189.7K |
| JPMORGAN CHASE & CO | 56.6K | $2.95M | $172K | Cut−$751K |
| RAYMOND JAMES FINANCIAL INC | 49.5K | $2.59M | $114.9K | Added$791.9K |
| Yoder Wealth Management, Inc. | 47.2K | $2.47M | $140.2K | Added$272.1K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 44.3K | $2.32M | $80.2K | Added$1.06M |
| Sigma Planning Corp | 38.9K | $2.04M | $107.8K | Added$494K |
| HERBST GROUP, LLC | 38K | $1.99M | — | New |
| NewEdge Advisors, LLC | 43.8K | $1.98M | −$176.8K | Cut−$2.08M |
| Beaumont Financial Advisors, LLC | 36.7K | $1.92M | $15.3K | Added$1.68M |
| Kovitz Investment Group Partners, LLC | 36.6K | $1.91M | $114.9K | Cut−$723K |
| PRINCIPAL SECURITIES, INC. | 32.5K | $1.7M | $102K | Cut−$888.2K |
| Arax Advisory Partners | 31.6K | $1.66M | $97.7K | Added$124.7K |
| Rockefeller Capital Management L.P. | 31K | $1.62M | $97.3K | Added$85.2K |
| AMERIPRISE FINANCIAL INC | 30.9K | $1.62M | $91.2K | Added$182.8K |
| WELLS FARGO & COMPANY/MN | 30.2K | $1.58M | $94.8K | Cut−$422.3K |
| LYNCH & ASSOCIATES/IN | 29.8K | $1.56M | $93.5K | Added$33.7K |
| Creative Planning | 28.9K | $1.51M | $39.1K | Added$902K |
| Heck Capital Advisors, LLC | 26.8K | $1.4M | $84.1K | Added$8.43K |
| Atlas Brown,Inc. | 26.1K | $1.36M | $81.8K | Added$77.3K |
| FRG Family Wealth Advisors LLC | 25.2K | $1.32M | $79.2K | Added$79.2K |
| Snowden Capital Advisors LLC | 24.9K | $1.3M | $78.1K | Added$65.3K |
| TWO SIGMA INVESTMENTS, LP | 24.4K | $1.28M | — | New |
| Smith Salley Wealth Management | 23.7K | $1.24M | $73.3K | Added$92.5K |
| KDK Private Wealth Management, LLC | 21.9K | $1.15M | $68.9K | Added$58.4K |
| Beacon Pointe Advisors, LLC | 21.4K | $1.12M | $67K | Added$71.2K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 20.7K | $1.08M | $60.5K | Added$135.6K |
| Steward Partners Investment Advisory, LLC | 20.6K | $1.08M | $58.4K | Added$164.8K |
| Independent Advisor Alliance | 20.6K | $1.08M | $24.2K | Added$701.5K |
| JONES FINANCIAL COMPANIES LLLP | 20.7K | $1.07M | $53.7K | Added$134.3K |
| ROYAL BANK OF CANADA | 20.2K | $1.06M | $64.3K | Cut−$88K |
| Jacobs Equity LLC | 19.6K | $1.05M | $65.7K | Added$335.6K |
| MML INVESTORS SERVICES, LLC | 19.4K | $1.01M | $60.8K | Cut−$100K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 18.6K | $975.9K | $58.6K | Cut−$39.2K |
| SWEENEY & MICHEL, LLC | 18.2K | $952.7K | −$61.7K | Cut−$57.7K |
| Walker Financial Services, Inc. | 17.9K | $939.3K | $56.3K | Cut−$315.7K |
| OneAscent Financial Services LLC | 16.3K | $851.2K | $48.1K | Added$98.4K |
| Nova Wealth Management, Inc. | 15.8K | $828.2K | $46.4K | Added$100.7K |
| AMERICAN NATIONAL BANK & TRUST | 15.6K | $816.5K | $48.8K | Added$36K |
| PARTNERS WEALTH MANAGEMENT, LLC | 14.8K | $773.3K | $46.4K | Added$41.9K |
| CLEAR WAVE WEALTH MANAGEMENT LLC | 14.5K | $757.8K | — | Held |
| TRUIST FINANCIAL CORP | 14.4K | $755.3K | $15.8K | Added$508.1K |
| Belpointe Asset Management LLC | 13.7K | $718.4K | $15.4K | Added$476.8K |
| Fortis Capital Advisors, LLC | 13.7K | $718.4K | $15.4K | Added$476.8K |
| Curran Financial Partners, LLC | 13.1K | $686.7K | $40.9K | Added$45.5K |
| Sage Investment Advisers LLC | 12.4K | $645.3K | $26.5K | Added$197.4K |
| STOCK YARDS BANK & TRUST CO | 11.9K | $620.3K | $37.2K | Added$16.8K |
| Meridian Wealth Management, LLC | 11.6K | $607.6K | $36.5K | Added$27.6K |
| Demars Financial Group, LLC | 11.5K | $602.4K | $36.2K | Added$17.5K |
| HighTower Advisors, LLC | 11K | $576.2K | $34.5K | Added$5.03K |
| Prairie Wealth Advisors, Inc. | 0 | $550K | — | Added$67.2K |
| PNC Financial Services Group, Inc. | 10.5K | $549K | $32.9K | Added$28.7K |
| Mariner, LLC | 10.2K | $531.8K | $31.9K | Added$26.7K |
| Sunbelt Securities, Inc. | 9.62K | $503.2K | $30.1K | Added$31.8K |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | 9.48K | $496.2K | $27.8K | Added$60K |
| Envestnet Portfolio Solutions, Inc. | 9.48K | $496.1K | $29.8K | Added$26.8K |
| Stonebridge Financial Planning Group, LLC | 9.2K | $481.4K | $28.9K | Cut−$10.5K |
| PACIFIC SUN FINANCIAL CORP | 9.06K | $474K | $28.4K | Added$18.9K |
| ROMAN BUTLER FULLERTON & CO | 8.82K | $467.7K | $6.97K | Added$6.97K |
| FIFTH THIRD BANCORP | 8.79K | $460.3K | — | New |
| Soltis Investment Advisors LLC | 8.79K | $460K | $25.7K | Added$56.5K |
| PGIM Custom Harvest LLC | 8.76K | $458.2K | $27.5K | Added$25.2K |
| Avidian Wealth Enterprises, LLC | 8.67K | $453.6K | $27.2K | Added$27.2K |
| Robertson Stephens Wealth Management, LLC | 8.63K | $451.9K | $27.1K | Added$27.1K |
| Fisher Asset Management, LLC | 8.63K | $451.7K | $26.2K | Added$41.8K |
| Ameritas Advisory Services, LLC | 8.55K | $447.3K | $26.8K | Added$9.51K |
| Brookstone Capital Management | 8.55K | $447.3K | $26.8K | Added$26.5K |
| Buska Wealth Management, LLC | 8.2K | $429K | $25.7K | Cut−$275.8K |
| TrueWealth Advisors, LLC | 8.02K | $419.7K | $25.2K | Added$25.2K |
| Corient Private Wealth LLC | 7.74K | $404.8K | $24.3K | Added$24.3K |
| NBC SECURITIES, INC. | 7.7K | $402.8K | $23.9K | Added$28.8K |
| Concurrent Investment Advisors, LLC | 7.51K | $393.1K | $22.7K | Added$38.4K |
| Bank of New York Mellon Corp | 7.42K | $388.5K | $18.4K | Added$100K |
| Rothschild Wealth LLC | 7.41K | $387.7K | $23.3K | Added$18.4K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 7.38K | $385.9K | $22.1K | Added$39K |
| RFG Advisory, LLC | 7.05K | $368.9K | $22.1K | Cut−$23K |
| Castleview Partners, LLC | 6.79K | $355.1K | $21.1K | Added$24.1K |
| HARBOUR INVESTMENTS, INC. | 6.37K | $333.6K | $6.7K | Added$228.8K |
| Grey Ledge Advisors, LLC | 6.32K | $330.6K | $19.8K | Added$19.8K |
| Farther Finance Advisors, LLC | 6.12K | $318.9K | $15.7K | Added$53.6K |
| Csenge Advisory Group | 6.07K | $317.8K | $16.7K | Added$56.5K |
| LongView Wealth Management | 6.05K | $315.8K | $7.77K | Added$2.53K |
| EXENCIAL WEALTH ADVISORS, LLC | 6.01K | $314.6K | $16.1K | Added$62.4K |
| Orion Porfolio Solutions, LLC | 5.92K | $309.6K | $18.6K | Cut−$310K |
| Quantinno Capital Management LP | 5.82K | $304.6K | $14.6K | Added$75.4K |
| Atria Investments, Inc | 5.75K | $300.8K | $17.6K | Added$24.5K |
| Cherry Tree Wealth Management, LLC | 5.53K | $289.5K | $17.4K | Added$17.4K |
| Retirement Planning Group, LLC | 5.32K | $278.6K | $16.7K | Added$17.3K |
| Patriot Financial Group Insurance Agency, LLC | 5.14K | $269.2K | — | New |
| FLC Capital Advisors | 5K | $261.7K | $15.7K | Added$15.7K |
| Pathway Financial Advisers, LLC | 4.93K | $257.9K | $15.5K | Added$11.9K |
| Talon Private Wealth, LLC | 4.71K | $246.8K | — | Held |
| Qube Research & Technologies Ltd | 4.64K | $242.7K | $5.58K | Added$155.2K |
| Summit Financial, LLC | 4.43K | $232.1K | $13.9K | Cut−$29.3K |
| Merit Financial Group, LLC | 4.38K | $229.3K | — | New |
| IFP Advisors, Inc | 4.22K | $221K | $12.5K | Added$26K |
| Westhampton Capital, LLC | 4.16K | $217.7K | $13.1K | Added$13.1K |
| AssuredPartners Investment Advisors, LLC | 4.12K | $217.6K | $15.1K | Added$15.1K |
| SWMG, LLC | 4K | $209.2K | −$13.7K | Cut−$12.1K |
| Private Advisor Group, LLC | 3.94K | $206.3K | $12.4K | Cut−$18.8K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 3.88K | $203.5K | $12.7K | Added$2.87K |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | 3.86K | $202.2K | — | New |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 3.75K | $196.3K | $11.3K | Added$19.2K |
| Piscataqua Savings Bank | 3.71K | $193.9K | $11.7K | Added$11.7K |
| MAI Capital Management | 3.04K | $158.8K | $8.11K | Added$31.7K |
| Rosenberg Matthew Hamilton | 2.99K | $156.3K | $9.38K | Added$9.38K |
| AlphaCore Capital LLC | 2.86K | $149.7K | $8.98K | Added$8.98K |
| Allworth Financial LP | 2.68K | $140.1K | $8.07K | Added$13.6K |
| CWM, LLC | 1.95K | $102.3K | $102.2K | Added$102.2K |
| HOWE & RUSLING INC | 1.72K | $90.2K | $5.41K | Added$5.41K |
| BlackRock, Inc. | 1.61K | $84.3K | — | New |
| BOKF, NA | 1.53K | $80.3K | $4.82K | Added$4.82K |
| Federation des caisses Desjardins du Quebec | 1.42K | $74.1K | $4.4K | Added$4.71K |
| Atlantic Union Bankshares Corp | 1.38K | $72.4K | $4.34K | Added$4.34K |
| Colonial Trust Co / SC | 1.3K | $68K | $4.08K | Added$4.08K |
| Spire Wealth Management | 1.15K | $60K | $3.61K | Added$2.43K |
| High Point Wealth Management, LLC | 1.06K | $55.5K | $3.31K | Added$3.62K |
| Asset Dedication, LLC | 1.05K | $55.2K | $3.31K | Added$3.31K |
| Dunhill Financial, LLC | 991 | $51.9K | $3.12K | Added$3.38K |
| PRIVATE TRUST CO NA | 939 | $49.1K | $2.95K | Cut−$101 |
| TFC Financial Management, Inc. | 905 | $47.3K | $2.84K | Added$2.84K |
| Sage Mountain Advisors LLC | 825 | $43.2K | $2.59K | Added$2.59K |
| Medallion Wealth Advisors, LLC | 750 | $39.2K | — | New |
| NATIONAL BANK OF CANADA /FI/ | 701 | $36.7K | — | New |
| EPG Wealth Management LLC | 682 | $35.7K | $2.12K | Added$2.28K |
| Smartleaf Asset Management LLC | 548 | $28.7K | $402 | Added$21.7K |
| Mascoma Wealth Management LLC | 424 | $22.2K | $1.33K | Added$1.33K |
| GODSEY & GIBB, INC | 400 | $20.9K | $1.26K | Added$1.26K |
| Newbridge Financial Services Group, Inc. | 343 | $17.9K | $1.08K | Added$1.08K |
| Rossby Financial, LCC | 336 | $17.5K | $830 | Added$3.49K |
| GABLES CAPITAL MANAGEMENT INC. | 308 | $16.1K | $967 | Added$967 |
| Silver Grove Financial Group, Inc. | 275 | $14.4K | — | New |
| Western Wealth Management, LLC | 245 | $12.8K | — | New |
| SHP Wealth Management | 240 | $12.6K | $755 | Added$755 |
| Abound Wealth Management | 238 | $12.5K | $747 | Added$747 |
| True Wealth Design, LLC | 235 | $12.3K | — | New |
| Russell Investments Group, Ltd. | 213 | $11.1K | $669 | Added$669 |
| Caldwell Trust Co | 200 | $10.5K | $628 | Added$628 |
| Heritage Wealth Advisors | 162 | $8.47K | $508 | Added$508 |
| Signature Resources Capital Management, LLC | 137 | $7.17K | $430 | Cut−$1.64K |
| BLAIR WILLIAM & CO/IL | 133 | $6.96K | $417 | Cut−$2.78K |
| FRANKLIN RESOURCES INC | 132 | $6.91K | $415 | Added$415 |
| 1620 INVESTMENT ADVISORS, INC. | 118 | $6.17K | $371 | Added$371 |
| Evergreen Advisors, LLC | 111 | $5.79K | — | New |
| Root Financial Partners, LLC | 102 | $5.34K | $321 | Cut−$2.68K |
| HighMark Wealth Management LLC | 100 | $5.23K | $314 | Added$314 |
| Mosley Wealth Management | 100 | $4.98K | — | New |
| Valued Wealth Advisors LLC | 93 | $4.87K | $292 | Added$292 |
| Operose Advisors LLC | 84 | $4.4K | — | New |
| Triumph Capital Management | 82 | $4.29K | — | New |
| Cambridge Investment Research Advisors, Inc. | 81.2K | $4.25K | $250 | Added$319 |
| SIMPLEX TRADING, LLC | 81 | $4.24K | — | New |
| Truvestments Capital LLC | 61 | $3.19K | — | New |
| Tidemark, LLC | 60 | $3.14K | — | New |
| Sound Income Strategies, LLC | 59 | $3.07K | $4 | Added$4 |
| Pillar Financial Advisors, LLC | 57 | $2.98K | $179 | Added$179 |
| EverSource Wealth Advisors, LLC | 50 | $2.62K | $157 | Added$157 |
| Sankala Group LLC | 50 | $2.61K | −$234 | Cut−$234 |
| Geneos Wealth Management Inc. | 47 | $2.45K | $84 | Added$1.39K |
| Financial Freedom, LLC | 38 | $1.99K | — | New |
| WOLFF WIESE MAGANA LLC | 31 | $1.62K | $98 | Added$98 |
| Transamerica Financial Advisors, LLC | 27 | $1.43K | $99 | Cut−$2.72K |
| BROWN, LISLE/CUMMINGS, INC. | 23 | $1.2K | $73 | Added$73 |
| LRI Investments, LLC | 21 | $1.1K | $66 | Added$66 |
| CVA Family Office, LLC | 10 | $523 | $31 | Added$31 |
| BNP PARIBAS FINANCIAL MARKETS | 10 | $523 | — | New |
| CX Institutional | 7.05K | $369 | $22 | Cut−$91 |
| Janney Montgomery Scott LLC | 4.14K | $217 | $13 | Added$1 |
| Parkside Financial Bank & Trust | 4 | $210 | $13 | Added$13 |
| CENTAURUS FINANCIAL, INC. | 3.33K | $174 | $10 | Added$10 |
| Ashton Thomas Private Wealth, LLC | 3 | $157 | — | New |
| DUNCKER STREETT & CO INC | 3 | $157 | $9 | Added$9 |
| HUNTINGTON NATIONAL BANK | 1 | $52 | $3 | Added$3 |
| Coston, McIsaac & Partners | 647 | $33 | $2 | Added$4 |
| Cordant, Inc. | 0 | $26 | — | New |
| Capital Analysts, LLC | 477 | $25 | $2 | Added$2 |
| HANTZ FINANCIAL SERVICES, INC. | 200 | $10 | — | New |
| Avion Wealth | 12 | $0 | $0 | Held |