| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 2.37M | $161.4M | −$12.2M | Cut−$154.8M |
| Lido Advisors, LLC | 2.04M | $138.8M | −$5.92M | Cut−$7.88M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1.04M | $71M | −$5.38M | Cut−$14.9M |
| AGF MANAGEMENT LTD | 549K | $37.4M | −$2.83M | Cut−$10.3M |
| MORGAN STANLEY | 520.4K | $35.4M | −$2.37M | Added$1.72M |
| VICUS CAPITAL | 317.7K | $21.6M | −$1.64M | Cut−$4.92M |
| COMMONWEALTH EQUITY SERVICES, LLC | 269.7K | $18.4M | −$1.39M | Cut−$3.44M |
| MERCER GLOBAL ADVISORS INC /ADV | 228.3K | $15.5M | −$1.18M | Cut−$1.22M |
| WELLS FARGO & COMPANY/MN | 208.9K | $14.2M | −$1.08M | Cut−$3.86M |
| Destiny Wealth Partners, LLC | 200.8K | $13.7M | −$1.19M | Cut−$1.11M |
| HighTower Advisors, LLC | 182.3K | $12.4M | −$940.7K | Cut−$1.14M |
| LPL Financial LLC | 175.8K | $12M | −$907.3K | Cut−$1.45M |
| Independence Financial Advisors, LLC | 170.4K | $11.6M | −$849.5K | Cut−$456.8K |
| Kestra Advisory Services, LLC | 166.4K | $11.3M | −$841.7K | Cut−$614.4K |
| STIFEL FINANCIAL CORP | 144.1K | $9.81M | −$743.4K | Cut−$2.75M |
| Crumly & Associates Inc. | 135.5K | $9.23M | −$699.2K | Cut−$2.41M |
| REDSTONE WEALTH MANAGEMENT, LLC | 126K | $8.58M | −$633.3K | Cut−$408.5K |
| AE Wealth Management LLC | 107.9K | $7.35M | −$520K | Cut−$34.7K |
| Fischer Financial Services, Inc. | 106.3K | $7.24M | −$541.6K | Cut−$449.1K |
| Yoder Wealth Management, Inc. | 105.8K | $7.21M | −$504.1K | Added$48.4K |
| BNP PARIBAS FINANCIAL MARKETS | 100K | $6.81M | — | New |
| UBS Group AG | 75.6K | $5.15M | −$385.3K | Cut−$319.6K |
| CITIGROUP INC | 72.8K | $4.96M | −$171.3K | Added$2.53M |
| BANK OF AMERICA CORP /DE/ | 71.5K | $4.87M | −$368.8K | Cut−$1.18M |
| SOUTHERN CAPITAL ADVISORS, LLC | 71.3K | $4.85M | −$367.7K | Cut−$705.3K |
| OSAIC HOLDINGS, INC. | 69.9K | $4.77M | −$362.3K | Cut−$3M |
| Smith Salley Wealth Management | 58.7K | $4M | −$298.9K | Cut−$244.6K |
| Steward Partners Investment Advisory, LLC | 57.5K | $3.92M | −$274.4K | Added$23.6K |
| RAYMOND JAMES FINANCIAL INC | 56.6K | $3.85M | −$291.9K | Cut−$6.07M |
| ATLAS CAPITAL ADVISORS INC. | 52.5K | $3.58M | −$266.1K | Cut−$201K |
| NLB Skladi, upravljanje premozenja, d.o.o. | 50.9K | $3.47M | −$262.6K | Cut−$396.8K |
| Maltin Wealth Management, Inc. | 50.1K | $3.41M | −$258.6K | Cut−$862.7K |
| KINGSWOOD WEALTH ADVISORS, LLC | 44.9K | $3.06M | −$231.6K | Cut−$3.57M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 41.6K | $2.84M | −$108.3K | Added$1.3M |
| Fidelity | 36.9K | $2.51M | −$172.8K | Added$56.8K |
| Alliance Private Wealth, LLC | 30.3K | $2.06M | −$171.1K | Cut−$37.6K |
| Stonebridge Financial Planning Group, LLC | 26.6K | $1.81M | −$117.5K | Added$142.1K |
| ENVESTNET ASSET MANAGEMENT INC | 26.5K | $1.81M | −$131.7K | Cut−$63.7K |
| NOMURA ASSET MANAGEMENT CO LTD | 26.5K | $1.81M | — | New |
| Orion Porfolio Solutions, LLC | 26.5K | $1.8M | −$136.7K | Cut−$233.8K |
| PACIFIC SUN FINANCIAL CORP | 26.1K | $1.77M | −$105.7K | Added$274.1K |
| LYNCH & ASSOCIATES/IN | 24.6K | $1.67M | −$126.9K | Cut−$130K |
| Beaumont Financial Advisors, LLC | 24.4K | $1.66M | −$106.6K | Added$147.2K |
| Snowden Capital Advisors LLC | 24.2K | $1.65M | −$125.1K | Cut−$149.4K |
| Beckerman Institutional, LLC | 22.2K | $1.51M | −$114.4K | Cut−$136.4K |
| Mechanics Bank Trust Department | 22K | $1.5M | −$113.7K | Cut−$127.1K |
| JONES FINANCIAL COMPANIES LLLP | 22.4K | $1.46M | −$169.9K | Cut−$122.7K |
| Heck Capital Advisors, LLC | 21.3K | $1.45M | — | New |
| Arkadios Wealth Advisors | 21.1K | $1.44M | −$108.7K | Cut−$158.9K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 21K | $1.43M | −$108.4K | Cut−$437.8K |
| AMERICAN NATIONAL BANK & TRUST | 20.7K | $1.41M | −$96.9K | Added$32.2K |
| Jacobs Equity LLC | 19.8K | $1.35M | −$86.6K | Added$120.7K |
| Live Oak Investment Partners | 19.3K | $1.31M | −$90.3K | Added$29.1K |
| VISTA INVESTMENT MANAGEMENT | 19.2K | $1.31M | −$96.4K | Cut−$58.8K |
| KDK Private Wealth Management, LLC | 19.2K | $1.31M | −$98.9K | Cut−$136K |
| Kovitz Investment Group Partners, LLC | 18K | $1.23M | −$92.9K | Cut−$6.46M |
| Merit Financial Group, LLC | 17.5K | $1.19M | −$90.4K | Cut−$112.4K |
| MAI Capital Management | 17.5K | $1.19M | −$82.1K | Added$26.8K |
| EPG Wealth Management LLC | 17.2K | $1.17M | −$88.6K | Cut−$92.3K |
| Birchcreek Wealth Management, LLC | 17K | $1.16M | −$84.2K | Cut−$38.7K |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 16.7K | $1.14M | −$28.3K | Added$735.1K |
| Fifth Third Securities, Inc. | 16.6K | $1.13M | −$85.1K | Cut−$75.1K |
| Meridian Wealth Management, LLC | 15.5K | $1.06M | −$76.3K | Cut−$24.6K |
| Summit Financial, LLC | 15.4K | $1.05M | −$79.7K | Cut−$236.3K |
| MML INVESTORS SERVICES, LLC | 14K | $956.1K | −$72.4K | Cut−$74.8K |
| INTEGRITY ALLIANCE, LLC. | 13.8K | $943.3K | −$59.7K | Added$95K |
| Sunbelt Securities, Inc. | 13.6K | $925.1K | −$70.1K | Cut−$302.2K |
| Creative Planning | 13.2K | $902.2K | −$68.3K | Cut−$154K |
| Cetera Investment Advisers | 13.1K | $893K | −$67.7K | Cut−$910.4K |
| Sigma Planning Corp | 13.1K | $892K | −$66.2K | Cut−$48.7K |
| Soltis Investment Advisors LLC | 13K | $883.4K | −$59.5K | Added$37.9K |
| BLUE JEAN FINANCIAL LLC | 12.5K | $853.6K | −$62.7K | Cut−$37K |
| Advisory Services Network, LLC | 12.3K | $839.1K | −$63.6K | Cut−$88.4K |
| Mariner, LLC | 11.5K | $785K | −$55.9K | Cut−$9.45K |
| ROYAL BANK OF CANADA | 11.5K | $782K | −$59.7K | Cut−$129K |
| NOVEM GROUP | 10.6K | $724.6K | −$33.4K | Added$249.6K |
| Atlas Brown,Inc. | 10.5K | $718.4K | −$54.4K | Cut−$57.9K |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | 9.4K | $640.7K | −$44.5K | Added$8.43K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 9.1K | $627.9K | −$41.3K | Cut−$240K |
| HSBC HOLDINGS PLC | 8.71K | $593K | −$44.9K | Cut−$82.5K |
| Sovran Advisors, LLC | 7.68K | $571.5K | $9.52K | Added$9.52K |
| Bayshore Capital Advisors, LLC | 8.14K | $554.2K | −$42K | Cut−$42K |
| Equitable Holdings, Inc. | 7.44K | $544.9K | −$0 | Added$40.1K |
| Elm3 Financial Group, LLC | 7.71K | $525.2K | −$39.8K | Cut−$46.7K |
| Focus Partners Advisor Solutions, LLC | 7.36K | $501K | — | New |
| KCM INVESTMENT ADVISORS LLC | 7.35K | $500.8K | −$37.9K | Cut−$121K |
| Lifeworks Advisors, LLC | 7.01K | $477.3K | −$36.2K | Cut−$149.5K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 6.94K | $472.8K | −$31.7K | Added$22.7K |
| Quantinno Capital Management LP | 6.86K | $467.1K | −$25.7K | Added$101.4K |
| Independent Advisor Alliance | 6.66K | $453.8K | — | New |
| Piscataqua Savings Bank | 6.57K | $447.5K | −$34K | Cut−$56K |
| Odyssey Capital Advisors, Inc. | 6.16K | $419.5K | −$31.8K | Cut−$89.4K |
| IHT Wealth Management, LLC | 5.52K | $375.8K | −$28.5K | Cut−$83.9K |
| Focus Partners Wealth | 5.42K | $368.9K | −$27.9K | Cut−$486.3K |
| Asset One Wealth Management LLC | 4.93K | $363.6K | −$7.3K | Cut−$63.7K |
| Redwood Financial Network Corp | 5.32K | $362K | −$25.3K | Added$2.72K |
| Badgley Phelps Wealth Managers, LLC | 5.12K | $348.5K | −$26.4K | Cut−$41.1K |
| Charter Oak Capital Management, LLC | 5.04K | $343.1K | −$26K | Cut−$28.4K |
| Apollon Wealth Management, LLC | 4.84K | $329.6K | −$25K | Cut−$194.7K |
| VCI Wealth Management LLC | 4.76K | $324.4K | −$24.6K | Cut−$54.1K |
| Williams & Novak, LLC | 4.57K | $313.9K | −$21.2K | Cut−$21.2K |
| Prairie Wealth Advisors, Inc. | 0 | $307.6K | — | Added$2.72K |
| Blue Fin Capital, Inc. | 4.29K | $292.2K | −$22.1K | Cut−$22.1K |
| Sanctuary Advisors, LLC | 4.29K | $292.1K | −$22.1K | Cut−$23.9K |
| LongView Wealth Management | 3.97K | $291.9K | −$1.43K | Cut−$693 |
| PUREfi Wealth, LLC | 4.23K | $288.4K | −$21.8K | Cut−$21.8K |
| Capital Square, LLC | 3.9K | $287.9K | $1.64K | Added$12.8K |
| LEIGH BALDWIN & CO., LLC | 4.18K | $284.9K | −$21.1K | Cut−$21.1K |
| Private Advisor Group, LLC | 4.18K | $284.5K | −$21.5K | Cut−$21.5K |
| Pathstone Holdings, LLC | 4.16K | $283.4K | −$21.5K | Cut−$41.7K |
| Savvy Advisors, Inc. | 4.15K | $282.9K | −$21.4K | Cut−$45.1K |
| Sanchez Gaunt Capital Management, LLC | 4.14K | $281.8K | — | Held |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | 4.12K | $280.8K | −$20.9K | Cut−$15.6K |
| LaSalle St. Investment Advisors, LLC | 4.05K | $276.1K | $275.8K | Added$275.8K |
| JPMORGAN CHASE & CO | 4.04K | $266.3K | −$30.2K | Cut−$120.2K |
| AMERIPRISE FINANCIAL INC | 3.9K | $265.4K | −$17.9K | Added$10.7K |
| PRINCIPAL SECURITIES, INC. | 3.9K | $265.4K | −$19.8K | Cut−$15.3K |
| Elmwood Wealth Management, Inc. | 3.79K | $258K | −$19.5K | Cut−$19.5K |
| EVOKE WEALTH, LLC | 3.76K | $255.9K | −$19.4K | Cut−$19.4K |
| HARBOUR INVESTMENTS, INC. | 3.71K | $252.7K | −$12.5K | Added$74K |
| D. E. Shaw & Co., Inc. | 3.65K | $249K | — | New |
| INTEGRAL INVESTMENT ADVISORS, INC. | 3.42K | $233K | −$17.6K | Cut−$17.6K |
| Stratos Wealth Partners, LTD. | 3.38K | $230.1K | −$17.4K | Cut−$64.3K |
| Corient Private Wealth LLC | 3.36K | $228.8K | −$17.3K | Cut−$24K |
| SVB WEALTH LLC | 3.35K | $228.2K | −$17.2K | Cut−$17.1K |
| NWAM LLC | 3.24K | $220.6K | — | New |
| FIFTH THIRD BANCORP | 3.2K | $217.7K | −$12.3K | Added$42.4K |
| Harel Insurance Investments & Financial Services Ltd. | 3.15M | $214.3K | −$15.4K | Cut−$4.87K |
| Rosenberg Matthew Hamilton | 3.11K | $211.9K | −$16K | Cut−$16K |
| BRANDYWINE OAK PRIVATE WEALTH LLC | 3.09K | $210.6K | −$16K | Cut−$15.4K |
| RWA WEALTH PARTNERS, LLC | 3.02K | $205.9K | — | New |
| MISSION WEALTH MANAGEMENT, LP | 3.01K | $205.2K | −$15.5K | Cut−$15.5K |
| CIBC Bancorp USA Inc. | 2.96K | $201.9K | — | Held |
| Atlantic Union Bankshares Corp | 2.96K | $201.6K | −$15.3K | Cut−$23.3K |
| HOWE & RUSLING INC | 2.55K | $173.5K | −$13.1K | Cut−$13.1K |
| Elevated Capital Advisors, LLC | 2.35K | $160.4K | −$12.1K | Cut−$143.5K |
| Western Wealth Management, LLC | 2.07K | $141K | — | New |
| BROWN BROTHERS HARRIMAN & CO | 1.62K | $110.4K | −$8.36K | Cut−$472.7K |
| Rockefeller Capital Management L.P. | 1.59K | $108.6K | −$8.22K | Cut−$8.22K |
| Farther Finance Advisors, LLC | 1.56K | $107.2K | −$7.24K | Cut−$6.96K |
| Sage Mountain Advisors LLC | 1.24K | $84.7K | −$6.41K | Cut−$6.41K |
| IFP Advisors, Inc | 1.22K | $82.8K | −$3.98K | Added$26.3K |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 1.02K | $69.7K | −$5.28K | Cut−$19.9K |
| CWM, LLC | 780 | $53.1K | $17.9K | Added$53.1K |
| GABLES CAPITAL MANAGEMENT INC. | 662 | $45.1K | −$3.42K | Cut−$3.42K |
| Allworth Financial LP | 613 | $41.8K | −$2.65K | Added$4.17K |
| Rossby Financial, LCC | 572 | $39.3K | −$2.46K | Added$356 |
| Decker Retirement Planning Inc. | 573 | $39K | −$2.96K | Cut−$2.96K |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | 572 | $39K | — | New |
| Colonial Trust Co / SC | 571 | $38.9K | −$2.95K | Cut−$2.95K |
| Signature Resources Capital Management, LLC | 557 | $37.9K | −$2.87K | Cut−$2.87K |
| BlackRock, Inc. | 500 | $34.1K | — | New |
| Russell Investments Group, Ltd. | 447 | $30.4K | −$2.36K | Cut−$6.4K |
| Aptus Capital Advisors, LLC | 428 | $29.2K | −$2.21K | Cut−$15.2K |
| Arax Advisory Partners | 428 | $29.2K | −$2.21K | Cut−$2.21K |
| PRIVATE TRUST CO NA | 411 | $28K | −$2.12K | Cut−$2.12K |
| BLAIR WILLIAM & CO/IL | 410 | $27.9K | −$2.12K | Cut−$12.9K |
| Clearstead Advisors, LLC | 375 | $25.5K | −$1.93K | Cut−$1.94K |
| Cassaday & Co Wealth Management LLC | 318 | $21.7K | — | New |
| Sound Income Strategies, LLC | 312 | $21.4K | −$1.29K | Cut−$18.3K |
| GHP Investment Advisors, Inc. | 300 | $20.4K | — | New |
| FRANKLIN RESOURCES INC | 257 | $17.5K | −$1.33K | Cut−$1.33K |
| ASSETMARK, INC | 228 | $15.5K | −$1.18K | Cut−$1.18K |
| AdvisorNet Financial, Inc | 208 | $14.2K | −$1.1K | Cut−$1.03K |
| BANK OF MONTREAL /CAN/ | 192 | $13.1K | $2.56K | Added$2.56K |
| Valued Wealth Advisors LLC | 167 | $11.4K | −$861 | Cut−$861 |
| Physician Wealth Advisors, Inc. | 166 | $11.3K | −$858 | Cut−$858 |
| Anfield Capital Management, LLC | 163 | $11.1K | −$841 | Cut−$841 |
| AlphaCore Capital LLC | 162 | $11K | −$836 | Cut−$836 |
| GAMMA Investing LLC | 132 | $8.99K | −$681 | Cut−$681 |
| Copia Wealth Management | 125 | $8.52K | −$645 | Cut−$645 |
| Dunhill Financial, LLC | 109 | $7.46K | −$566 | Cut−$566 |
| Pillar Financial Advisors, LLC | 97 | $6.61K | −$501 | Cut−$501 |
| Truvestments Capital LLC | 94 | $6.4K | — | New |
| Root Financial Partners, LLC | 88 | $6K | −$454 | Cut−$2.94K |
| WPG Advisers, LLC | 79 | $5.38K | −$408 | Cut−$408 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | 72 | $5.31K | $36 | Added$36 |
| Janney Montgomery Scott LLC | 74.6K | $5.08K | −$384 | Cut−$461 |
| Capital Investment Advisory Services, LLC | 74 | $5.04K | −$382 | Cut−$382 |
| Godfrey Financial Associates, Inc. | 70 | $4.77K | −$362 | Cut−$362 |
| WOLFF WIESE MAGANA LLC | 69 | $4.7K | −$356 | Cut−$356 |
| Operose Advisors LLC | 69 | $4.7K | — | New |
| Cambridge Investment Research Advisors, Inc. | 61.5K | $4.19K | −$318 | Cut−$766 |
| MidFirst Bank | 60 | $4.09K | — | New |
| Thrivent Financial for Lutherans | 53.3K | $3.63K | −$257 | Cut−$24 |
| CHAPMAN FINANCIAL GROUP, LLC | 49 | $3.36K | −$245 | Cut−$245 |
| BROWN, LISLE/CUMMINGS, INC. | 43 | $2.93K | −$222 | Cut−$222 |
| US BANCORP \DE\ | 36 | $2.45K | −$186 | Cut−$186 |
| CX Institutional | 26.4K | $1.8K | −$103 | Added$337 |
| Geneos Wealth Management Inc. | 18 | $1.26K | −$92 | Cut−$92 |
| Federation des caisses Desjardins du Quebec | 18 | $1.23K | −$93 | Cut−$101.7K |
| Golden State Wealth Management, LLC | 12 | $824 | −$60 | Cut−$60 |
| Ashton Thomas Private Wealth, LLC | 7 | $477 | — | New |
| Smithfield Trust Co | 6.78K | $461 | −$36 | Cut−$36 |
| PARK AVENUE SECURITIES LLC | 3.08K | $210 | −$16 | Cut−$17 |
| NATIONAL BANK OF CANADA /FI/ | 2 | $136 | — | New |
| SIGNATUREFD, LLC | 1 | $53 | −$4 | Cut−$4 |
| TSFG, LLC | 86 | $6 | — | New |
| Avion Wealth | 9 | $0 | $0 | Held |