| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 2.4M | $81.8M | — | New |
| Lido Advisors, LLC | 1.76M | $59.7M | $16M | Added$17.3M |
| BNP PARIBAS FINANCIAL MARKETS | 1.5M | $50.9M | $3.25M | Added$42.2M |
| COMMONWEALTH EQUITY SERVICES, LLC | 1.28M | $43.4M | $11.8M | Added$11.6M |
| HighTower Advisors, LLC | 1.04M | $35.4M | $6.61M | Added$17.7M |
| LPL Financial LLC | 928.8K | $31.6M | $7.64M | Added$11.1M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 894.4K | $30.4M | $4.99M | Added$17.1M |
| ENVESTNET ASSET MANAGEMENT INC | 856.3K | $29.1M | $5.74M | Added$13.8M |
| MARSHALL WACE, LLP | 809.1K | $27.5M | — | New |
| VICUS CAPITAL | 803.4K | $27.3M | $266.3K | Added$26.6M |
| AGF MANAGEMENT LTD | 731.1K | $24.9M | $2.17M | Added$19.1M |
| JPMORGAN CHASE & CO | 437.2K | $15M | $374.3K | Added$14.1M |
| WELLS FARGO & COMPANY/MN | 429.6K | $14.6M | $3.97M | Added$3.32M |
| Cetera Investment Advisers | 428.4K | $14.6M | $3.06M | Added$6.38M |
| AE Wealth Management LLC | 333K | $11.3M | $1.26M | Added$7.96M |
| Independence Financial Advisors, LLC | 317.7K | $10.8M | — | New |
| Cutler Capital Management, LLC | 267.3K | $9.09M | $2.47M | Added$2.28M |
| MORGAN STANLEY | 245.1K | $8.34M | $2.22M | Added$2.39M |
| BANK OF AMERICA CORP /DE/ | 238.5K | $8.11M | $1.91M | Added$3M |
| Quadrature Capital Ltd | 231.1K | $7.86M | — | New |
| Private Advisor Group, LLC | 228K | $7.76M | $2.01M | Added$2.36M |
| OSAIC HOLDINGS, INC. | 211K | $7.18M | $1.95M | Added$726.3K |
| TUDOR INVESTMENT CORP ET AL | 199.2K | $6.78M | $578K | Added$5.23M |
| AMERIPRISE FINANCIAL INC | 197K | $6.71M | $1.82M | Added$1.85M |
| Kestra Advisory Services, LLC | 189.1K | $6.43M | $1.59M | Added$2.19M |
| AssuredPartners Investment Advisors, LLC | 182.7K | $6.08M | — | New |
| Composition Wealth, LLC | 167.6K | $5.7M | $1.52M | Added$1.63M |
| Eley Financial Management, Inc | 161.4K | $5.49M | $1.49M | Added$1.51M |
| Financial Partners Group, Inc | 154.2K | $5.25M | $658.9K | Added$2M |
| Bank of New York Mellon Corp | 152.8K | $5.2M | $610.9K | Added$3.56M |
| SageGuard Financial Group, LLC | 150.8K | $5.13M | $653K | Added$3.38M |
| Traynor Capital Management, Inc. | 147K | $5.06M | $1.42M | Added$1.42M |
| KCM INVESTMENT ADVISORS LLC | 132K | $4.49M | $1.22M | Added$627.4K |
| Steward Partners Investment Advisory, LLC | 129.9K | $4.42M | $1.09M | Added$1.5M |
| Maltin Wealth Management, Inc. | 124.9K | $4.25M | $1.03M | Added$1.49M |
| STIFEL FINANCIAL CORP | 117.4K | $3.99M | $1.02M | Added$1.25M |
| Yoder Wealth Management, Inc. | 112.6K | $3.83M | $1.04M | Added$810.1K |
| Trail Ridge Investment Advisors, LLC | 110.8K | $3.77M | $1.01M | Added$1.07M |
| Fidelity | 106.8K | $3.63M | $853.5K | Added$1.35M |
| Jacobi Capital Management LLC | 106.1K | $3.61M | $981.5K | Added$980K |
| MERCER GLOBAL ADVISORS INC /ADV | 98.6K | $3.35M | $551.7K | Added$1.88M |
| Wealth Quarterback LLC | 85.7K | $2.92M | $792.8K | Added$669.2K |
| UBS Group AG | 81.5K | $2.77M | $753.8K | Cut−$1.11M |
| Procyon Advisors, LLC | 75.8K | $2.58M | — | New |
| ROYAL BANK OF CANADA | 74.9K | $2.55M | $692.6K | Added$327K |
| Snowden Capital Advisors LLC | 73.3K | $2.49M | $239.4K | Added$1.85M |
| RAYMOND JAMES FINANCIAL INC | 69K | $2.35M | $638.1K | Added$598.6K |
| Mariner, LLC | 63.1K | $2.15M | $583.3K | Added$580.1K |
| Aspetuck Financial Management LLC | 62.6K | $2.13M | $579.3K | Added$574.6K |
| Beaumont Financial Advisors, LLC | 60.9K | $2.07M | $563.8K | Added$346.4K |
| LYNCH & ASSOCIATES/IN | 59.2K | $2.01M | $547K | Added$548.4K |
| NewEdge Advisors, LLC | 45.8K | $2.01M | $872K | Cut−$1.16M |
| Sunbelt Securities, Inc. | 57.5K | $1.96M | $531.9K | Added$516.4K |
| Financial Perspectives, Inc | 56.9K | $1.94M | $523.9K | Added$533.4K |
| NORTHERN TRUST CORP | 56.2K | $1.91M | $519.9K | Added$395.3K |
| GTS SECURITIES LLC | 55.5K | $1.89M | — | New |
| Kovitz Investment Group Partners, LLC | 52.7K | $1.79M | — | New |
| Bravias Capital Group, LLC | 50.9K | $1.73M | $377.3K | Added$722K |
| Stratos Wealth Advisors, LLC | 50.8K | $1.73M | $470.2K | Added$470.7K |
| Bellwether Advisors, LLC | 50.7K | $1.72M | — | New |
| PRELUDE CAPITAL MANAGEMENT, LLC | 50K | $1.7M | — | New |
| Smith Salley Wealth Management | 48.7K | $1.66M | $444.4K | Added$466.9K |
| GREAT VALLEY ADVISOR GROUP, INC. | 46.9K | $1.59M | — | New |
| D.A. DAVIDSON & CO. | 43K | $1.46M | $391.1K | Added$414.1K |
| Glass Jacobson Investment Advisors llc | 41.5K | $1.41M | $371.3K | Added$417.4K |
| PENOBSCOT WEALTH MANAGEMENT | 41.5K | $1.41M | — | New |
| Merit Financial Group, LLC | 41K | $1.39M | — | New |
| RFP Financial Group LLC | 40.7K | $1.38M | — | New |
| Arkadios Wealth Advisors | 39.8K | $1.35M | $368K | Added$136.6K |
| PARSONS CAPITAL MANAGEMENT INC/RI | 39.4K | $1.34M | $364K | Added$341.7K |
| SHEETS SMITH WEALTH MANAGEMENT | 38.8K | $1.32M | $359.3K | Added$350.8K |
| Advisory Services Network, LLC | 37.3K | $1.27M | $345.3K | Cut−$211.7K |
| Renaissance Technologies | 36.5K | $1.24M | — | New |
| EPG Wealth Management LLC | 35.5K | $1.21M | $327.9K | Added$87.2K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 35K | $1.19M | $268.1K | Added$472K |
| Citadel | 34.8K | $1.18M | $322.2K | Cut−$1.33M |
| EP Wealth Advisors, LLC | 33.8K | $1.15M | $312.7K | Added$299.2K |
| CITIGROUP INC | 33.1K | $1.12M | $287.1K | Added$355.5K |
| Creative Planning | 30.4K | $1.03M | $229.8K | Added$418.1K |
| GOLDMAN SACHS GROUP INC | 30K | $1.02M | — | New |
| JONES FINANCIAL COMPANIES LLLP | 28.2K | $981.9K | $183.8K | Added$527.6K |
| JANE STREET GROUP, LLC | 28.7K | $975K | $103.4K | Added$698.2K |
| BOOTHBAY FUND MANAGEMENT, LLC | 28.6K | $973K | — | New |
| Financial Freedom, LLC | 28.6K | $971.5K | $262.7K | Added$268.1K |
| PRINCIPAL SECURITIES, INC. | 27.7K | $941.7K | $222.3K | Added$346.4K |
| OneAscent Financial Services LLC | 27.5K | $934.2K | $253.9K | Added$254.3K |
| U.S. Capital Wealth Advisors, LLC | 27.2K | $926.1K | $251.8K | Added$239.7K |
| Bank of Marin | 26.2K | $891.3K | $242.3K | Added$240.8K |
| Certified Advisory Corp | 25.1K | $852.7K | — | New |
| Heck Capital Advisors, LLC | 24.5K | $834K | $226.8K | Cut−$544.9K |
| KDK Private Wealth Management, LLC | 23.9K | $811.6K | $220.7K | Added$215.3K |
| Valmark Advisers, Inc. | 23.6K | $804.3K | $218.7K | Added$218.7K |
| Sigma Planning Corp | 23.6K | $801.2K | $167.4K | Added$353K |
| Capital Investment Advisors, LLC | 23.3K | $793.3K | $215.7K | Added$163.4K |
| HARBOUR INVESTMENTS, INC. | 23.2K | $790.3K | $132K | Added$437K |
| Roxbury Financial LLC | 22.9K | $780.7K | $199.7K | Added$245.9K |
| Summit Financial, LLC | 22.4K | $761.3K | $207K | Added$185.6K |
| Castleview Partners, LLC | 22.2K | $755.6K | $197.1K | Added$227.8K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 22.4K | $741.5K | $174.6K | Added$80.1K |
| Essex Financial Services, Inc. | 21.7K | $739K | — | New |
| Transamerica Financial Advisors, LLC | 20.6K | $701.9K | $60.8K | Added$539K |
| Western Wealth Management, LLC | 20K | $681.8K | — | New |
| Robertson Stephens Wealth Management, LLC | 20K | $679K | $184.6K | Added$184.6K |
| INTEGRITY ALLIANCE, LLC. | 19.1K | $651.4K | — | New |
| Jacobs Equity LLC | 19K | $645.8K | $139.6K | Added$271.9K |
| Core Wealth Partners LLC | 18.9K | $643.2K | $171.6K | Added$183.8K |
| AMERICAN NATIONAL BANK & TRUST | 18.7K | $634.5K | $172.4K | Added$66.1K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 18.4K | $626.2K | $170.3K | Cut−$650.8K |
| Prairie Wealth Advisors, Inc. | 0 | $624.8K | — | Added$171.1K |
| HBW ADVISORY SERVICES LLC | 18.3K | $621.9K | — | New |
| Sanctuary Advisors, LLC | 17.6K | $600.2K | $82K | Added$380.7K |
| Blue Capital, Inc. | 17.4K | $591.2K | — | New |
| Balyasny Asset Management L.P. | 17.2K | $586.3K | — | New |
| Strategic Advisors LLC | 17K | $577.3K | $156.5K | Added$158.2K |
| CAP Partners, LLC | 16.8K | $571.1K | $145.6K | Added$181.2K |
| Galvin, Gaustad & Stein, LLC | 16.6K | $564.9K | $153.6K | Added$142.5K |
| ATLAS CAPITAL ADVISORS INC. | 16.3K | $554.8K | $148K | Added$158.5K |
| CWA Asset Management Group, LLC | 16.1K | $548K | $149K | Added$137.9K |
| MAI Capital Management | 16K | $542.8K | $147.6K | Added$125.8K |
| CWM, LLC | 15.9K | $540.5K | $490.2K | Added$540.1K |
| SWEENEY & MICHEL, LLC | 16.9K | $539.9K | $25.4K | Cut−$15.5K |
| Wilkins Miller Wealth Management, LLC | 15.8K | $537.7K | $145.4K | Added$148.3K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 15.4K | $523K | $142.2K | Added$139.6K |
| Elevation Wealth Management LLC | 14.6K | $498.3K | $128.1K | Added$155.1K |
| Y-Intercept (Hong Kong) Ltd | 13.5K | $459.4K | — | New |
| Freedom Investment Management, Inc. | 13.2K | $450.1K | $122.4K | Added$122K |
| OneDigital Investment Advisors LLC | 13K | $441K | — | New |
| TRUIST FINANCIAL CORP | 12.6K | $428.9K | $98.4K | Added$165.3K |
| Gateway Wealth Partners, LLC | 12.5K | $425.5K | — | New |
| LJI Wealth Management, LLC | 12.3K | $417.4K | $112.6K | Added$116K |
| Meridian Wealth Management, LLC | 12.2K | $414.5K | $98.1K | Added$151.7K |
| TrueWealth Advisors, LLC | 12.1K | $411.2K | $111.8K | Added$111.8K |
| Fiduciary Trust Co | 12K | $408.6K | $111.1K | Added$111.1K |
| RFG Advisory, LLC | 11.8K | $402.5K | — | New |
| EXENCIAL WEALTH ADVISORS, LLC | 11.8K | $400.2K | $108.8K | Added$108.8K |
| Cedarwood Wealth LLC | 11.8K | $400.2K | $79.3K | Added$79.6K |
| Icahn Capital | 11.6K | $395.3K | — | New |
| Rosenberg Matthew Hamilton | 11.4K | $387.6K | $105.4K | Added$105.4K |
| Cullen/Frost Bankers, Inc. | 11K | $372.6K | $34.2K | Added$280.9K |
| AA Financial Advisors, LLC | 10.8K | $366.9K | $99.8K | Cut−$155.7K |
| Fort Sheridan Advisors LLC | 10.7K | $362.7K | — | New |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 10.5K | $358.6K | $95.6K | Added$102.5K |
| LongView Wealth Management | 11.4K | $354.9K | $51.3K | Added$117.5K |
| Farther Finance Advisors, LLC | 10.7K | $350.1K | $85.7K | Cut−$38.1K |
| Arete Wealth Advisors, LLC | 10.2K | $347.6K | — | New |
| Headlands Technologies LLC | 10.2K | $346.7K | $94.3K | Cut−$778.7K |
| WealthTrust Axiom LLC | 10.1K | $341.9K | $93K | Added$85.5K |
| Parker Investment Management, LLC | 9.99K | $339.9K | — | New |
| Mutual Advisors, LLC | 9.78K | $332.7K | $90.5K | Added$79.8K |
| Quantinno Capital Management LP | 9.61K | $326.8K | — | New |
| Fee-Only Financial Planning, L.C. | 9.29K | $316K | $85.9K | Added$23.4K |
| Investmark Advisory Group LLC | 9K | $306.1K | $83K | Added$83.9K |
| TRAPHAGEN INVESTMENT ADVISORS LLC | 9K | $306.1K | $82.8K | Added$84.5K |
| CRA Financial Services, LLC | 8.82K | $300.2K | $81.6K | Added$69.2K |
| Stratos Wealth Partners, LTD. | 8.72K | $296.8K | $80.7K | Added$80.7K |
| Fischer Financial Services, Inc. | 8.65K | $294.3K | $80K | Added$80K |
| Modera Wealth Management, LLC | 8.64K | $293.8K | — | New |
| BCS Wealth Management | 8.6K | $292.7K | $79.6K | Cut−$133.5K |
| Beacon Pointe Advisors, LLC | 8.29K | $282.1K | — | New |
| INSTRUMENTAL WEALTH, LLC | 8.03K | $273K | $28.1K | Added$29.6K |
| MISSION WEALTH MANAGEMENT, LP | 7.9K | $268.8K | $73.1K | Added$25.5K |
| Crestwood Advisors Group, LLC | 7.72K | $262.8K | — | New |
| Monte Financial Group, LLC | 7.32K | $249K | — | New |
| Lifeworks Advisors, LLC | 7.25K | $246.7K | $67.1K | Added$5.78K |
| Wealth Dimensions Group, Ltd. | 7.25K | $246.5K | — | New |
| Equitable Holdings, Inc. | 9.86K | $244.2K | $1 | Added$10.6K |
| Brookstone Capital Management | 7.17K | $243.9K | — | New |
| CAPTRUST FINANCIAL ADVISORS | 6.79K | $230.9K | — | New |
| Charter Oak Capital Management, LLC | 6.74K | $229.2K | $62.3K | Cut−$59.3K |
| Redwood Financial Network Corp | 6.73K | $229.1K | — | New |
| VCI Wealth Management LLC | 6.56K | $223.1K | $60.7K | Added$15.1K |
| CALTON & ASSOCIATES, INC. | 6.46K | $219.7K | — | New |
| HUB Investment Partners, LLC | 6.3K | $214.2K | — | New |
| Jackson, Grant Investment Advisers, Inc. | 6.29K | $214K | $58.2K | Added$58.2K |
| Almanack Investment Partners, LLC. | 6.04K | $205.6K | — | New |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 5.86K | $199.5K | $42.1K | Added$86.6K |
| Clearstead Advisors, LLC | 5.73K | $195.1K | $52.9K | Added$53.5K |
| Tower Research Capital LLC (TRC) | 4.84K | $164.6K | $44.8K | Cut−$1.07M |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 4.72K | $160.6K | $43.7K | Added$43.7K |
| LRI Investments, LLC | 4.54K | $154.3K | $42K | Added$42K |
| Burk Holdings LLC | 3.64K | $123.9K | — | New |
| MCF Advisors LLC | 3.29K | $112K | $30.5K | Added$6.92K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 2.94K | $99.9K | — | New |
| IFP Advisors, Inc | 2.58K | $87.9K | $23.8K | Added$24.2K |
| FIFTH THIRD BANCORP | 2.58K | $87.6K | $9.25K | Added$62.8K |
| Atlantic Union Bankshares Corp | 2.56K | $87K | $23.7K | Added$21.2K |
| Nvest Wealth Strategies, Inc. | 2.5K | $85K | $23.1K | Added$23.1K |
| NBC SECURITIES, INC. | 2.4K | $81.8K | $20.7K | Added$26.3K |
| Global Trust Asset Management, LLC | 2.3K | $78.2K | — | New |
| Godfrey Financial Associates, Inc. | 1.96K | $66.8K | $18.2K | Added$18.2K |
| Advisors Preferred, LLC | 1.73K | $59K | — | New |
| BlackRock, Inc. | 1.61K | $54.6K | — | New |
| SIMPLEX TRADING, LLC | 1.59K | $54.1K | — | New |
| Larson Financial Group LLC | 1.54K | $52.4K | $14.2K | Added$74 |
| IMA Advisory Services, Inc. | 1.5K | $51.1K | $13.9K | Added$13.9K |
| Align Financial, LLC | 1.45K | $49.2K | $47.7K | Added$13.4K |
| PNC Financial Services Group, Inc. | 1.3K | $44.2K | $12K | Added$12K |
| Bernard Wealth Management Corp. | 1.26K | $43K | $11.7K | Added$11.7K |
| Sage Mountain Advisors LLC | 1.2K | $40.8K | $11.1K | Added$11.1K |
| Rockefeller Capital Management L.P. | 1K | $34.2K | $9.29K | Added$9.29K |
| Vanguard National Trust Co | 1K | $34K | — | Held |
| Signature Equity Partners, LLC | 888 | $30.2K | $8.16K | Added$8.34K |
| GABLES CAPITAL MANAGEMENT INC. | 701 | $23.8K | $6.48K | Added$6.48K |
| Holos Integrated Wealth LLC | 700 | $23.5K | — | New |
| Arax Advisory Partners | 674 | $22.9K | $6.23K | Added$6.23K |
| Founders Financial Alliance, LLC | 670 | $22.8K | $6.2K | Added$6.2K |
| Tradewinds Capital Management, LLC | 664 | $22.6K | $6.13K | Added$6.23K |
| Physician Wealth Advisors, Inc. | 606 | $20.6K | $5.61K | Added$5.61K |
| Archer Investment Corp | 604 | $20.5K | $5.59K | Added$5.59K |
| Allworth Financial LP | 603 | $20.5K | $5.55K | Added$5.66K |
| Founders Capital Management | 593 | $20.2K | $5.48K | Added$5.49K |
| Mountain Hill Investment Partners Corp. | 503 | $17.1K | $4.62K | Added$4.72K |
| BROWN BROTHERS HARRIMAN & CO | 500 | $17K | $4.63K | Added$4.63K |
| HighMark Wealth Management LLC | 500 | $17K | $4.63K | Added$4.63K |
| Pflug Koory, LLC | 490 | $16.7K | $4.53K | Added$4.53K |
| Strengthening Families & Communities, LLC | 433 | $14.7K | — | New |
| Meramec Financial Planners, LLC | 463 | $14.2K | — | New |
| EverSource Wealth Advisors, LLC | 387 | $13.2K | $3.57K | Added$3.64K |
| Addison Advisors LLC | 353 | $12K | $3.27K | Added$3.27K |
| Salomon & Ludwin, LLC | 332 | $11K | $2.79K | Added$1.93K |
| Rossby Financial, LCC | 324 | $10.6K | $2.6K | Added$2.6K |
| Abound Wealth Management | 304 | $10.4K | — | New |
| Decker Retirement Planning Inc. | 265 | $9.02K | $2.45K | Added$2.45K |
| Spire Wealth Management | 248 | $8.45K | $2.24K | Added$2.44K |
| Mascoma Wealth Management LLC | 209 | $7.11K | $1.93K | Added$1.93K |
| NorthAvenue LLC | 208 | $7.08K | $1.92K | Added$1.92K |
| Asset Dedication, LLC | 208 | $7.08K | $1.92K | Added$1.92K |
| TD Waterhouse Canada Inc. | 200 | $6.56K | — | New |
| BOK Financial Private Wealth, Inc. | 191 | $6.5K | $1.77K | Added$1.77K |
| Aptus Capital Advisors, LLC | 163 | $5.54K | $1.51K | Cut−$4.63K |
| Signature Resources Capital Management, LLC | 152 | $5.17K | $1.41K | Added$1.41K |
| Cambridge Investment Research Advisors, Inc. | 124.5K | $4.24K | $1.1K | Added$1.3K |
| Triumph Capital Management | 121 | $4.12K | — | New |
| Russell Investments Group, Ltd. | 106 | $3.61K | — | New |
| Nova Wealth Management, Inc. | 105 | $3.59K | — | Added$3.58K |
| VISION FINANCIAL MARKETS LLC | 104 | $3.53K | $974 | Added$974 |
| Truvestments Capital LLC | 80 | $2.72K | — | New |
| WOLFF WIESE MAGANA LLC | 77 | $2.62K | $712 | Added$712 |
| BROWN, LISLE/CUMMINGS, INC. | 65 | $2.21K | $601 | Added$601 |
| PARK AVENUE SECURITIES LLC | 52.8K | $1.8K | $350 | Added$858 |
| Operose Advisors LLC | 50 | $1.7K | — | New |
| Pillar Financial Advisors, LLC | 50 | $1.7K | $462 | Added$462 |
| Capital Investment Advisory Services, LLC | 50 | $1.7K | $462 | Added$462 |
| ASSETMARK, INC | 50 | $1.7K | $462 | Added$462 |
| Q3 Asset Management | 48.8K | $1.66K | — | New |
| WealthShield Partners, LLC | 46 | $1.56K | — | New |
| BANK OF MONTREAL /CAN/ | 43 | $1.46K | $398 | Cut−$271 |
| Hughes Financial Services, LLC | 42 | $1.43K | $389 | Added$389 |
| NATIXIS ADVISORS, LLC | 33.1K | $1.13K | $307 | Added$304 |
| GHP Investment Advisors, Inc. | 25 | $851 | — | New |