| FUKOKU MUTUAL LIFE INSURANCE Co | 1.87M | $35.4M | $2.96M | Added$2.96M |
| LPL Financial LLC | 941.5K | $17.8M | $1.41M | Added$2.29M |
| Global X Japan Co., Ltd. | 743.3K | $14M | — | New |
| WELLS FARGO & COMPANY/MN | 674.5K | $12.7M | $976.5K | Added$2.04M |
| Keeler Thomas Management LLC | 604.7K | $11.4M | — | New |
| MORGAN STANLEY | 574.9K | $10.9M | $908.3K | Added$29K |
| BANK OF AMERICA CORP /DE/ | 412.4K | $7.79M | $604K | Added$1.17M |
| TWO SIGMA INVESTMENTS, LP | 384.8K | $7.27M | $415.2K | Added$2.72M |
| Wealthfront Advisers LLC | 332.1K | $6.28M | $524.7K | Added$404.6K |
| GOLDMAN SACHS GROUP INC | 308.3K | $5.83M | $487.1K | Added$317.4K |
| ROYAL BANK OF CANADA | 203.8K | $3.85M | $321.6K | Added$77K |
| COMMONWEALTH EQUITY SERVICES, LLC | 178.3K | $3.37M | $265.1K | Added$463.3K |
| SMART Wealth LLC | 177.2K | $3.35M | $280K | Added$47.8K |
| IHT Wealth Management, LLC | 162.3K | $3.07M | $137.3K | Added$1.56M |
| Cetera Investment Advisers | 128.1K | $2.42M | $202.3K | Cut−$10.7K |
| Sherry Group, Inc. | 113.9K | $2.15M | $161.9K | Added$274.6K |
| AE Wealth Management LLC | 107.8K | $2.04M | $170.3K | Cut−$17.8M |
| JONES FINANCIAL COMPANIES LLLP | 98K | $1.85M | $116.8K | Added$520.1K |
| Private Advisor Group, LLC | 89.8K | $1.7M | $26.9K | Added$1.4M |
| Mirae Asset Global Investments Co., Ltd. | 74K | $1.4M | $116.9K | Cut−$281.4K |
| RAYMOND JAMES FINANCIAL INC | 67.3K | $1.27M | $97.9K | Added$198.9K |
| Stratos Wealth Partners, LTD. | 63.9K | $1.21M | $100.9K | Added$84K |
| JPMORGAN CHASE & CO | 63.7K | $1.2M | $67K | Added$453K |
| Steward Partners Investment Advisory, LLC | 58.3K | $1.1M | $88.5K | Added$131.9K |
| OSAIC HOLDINGS, INC. | 57.1K | $1.08M | $90.2K | Cut−$783K |
| ENVESTNET ASSET MANAGEMENT INC | 53.8K | $1.02M | $85.1K | Cut−$247.1K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 51.4K | $972.2K | $80.8K | Added$86.5K |
| Citadel | 48.9K | $923.6K | — | New |
| SEI INVESTMENTS CO | 47.7K | $901.4K | $16.7K | Added$718.9K |
| D. E. Shaw & Co., Inc. | 45.3K | $856.4K | $38.4K | Added$435.9K |
| Mariner, LLC | 44.5K | $841.7K | $57K | Added$216.7K |
| Eagle Strategies LLC | 44K | $832.4K | $67.6K | Added$91.5K |
| Kestra Advisory Services, LLC | 39.1K | $738.9K | $61.8K | Cut−$2.78M |
| UBS Group AG | 37.8K | $715.2K | $59.8K | Cut−$70.7K |
| Wealth Advisory Solutions, LLC | 37.2K | $703.4K | $54K | Added$111.5K |
| Triumph Capital Management | 30.4K | $574.9K | $47.7K | Added$51.5K |
| RHODES INVESTMENT ADVISORS INC /ADV | 28.7K | $543.3K | $24.5K | Added$274.9K |
| CreativeOne Wealth, LLC | 28.5K | $539.1K | $18.6K | Added$335.6K |
| MML INVESTORS SERVICES, LLC | 27.6K | $520.9K | $36.8K | Added$118K |
| Cypress Capital Group | 25.3K | $478.5K | $40K | Added$40K |
| CWM, LLC | 24.7K | $467.5K | $465K | Added$467.1K |
| Kingsview Wealth Management, LLC | 23.7K | $448.8K | $37.5K | Cut−$14K |
| Capital Investment Advisory Services, LLC | 23.6K | $446K | $29.5K | Added$122.2K |
| RFG Advisory, LLC | 22.2K | $419.1K | $34.5K | Added$40.7K |
| Concurrent Investment Advisors, LLC | 20.3K | $383K | $21.4K | Added$148K |
| Focus Partners Advisor Solutions, LLC | 20.3K | $382.9K | $25K | Added$109.2K |
| Squire Investment Management Company, LLC | 20.2K | $381.8K | $24.9K | Added$109.1K |
| Advyzon Investment Management, LLC | 18.5K | $349.9K | $29.2K | Cut−$227.4K |
| RETIREMENT PLANNING GROUP, LLC / NY | 18.4K | $348.7K | $26.8K | Added$32.6K |
| World Investment Advisors | 18.2K | $343.7K | — | New |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 17.2K | $324.8K | $27.1K | Added$3.63K |
| Synergy Financial Group, LTD | 17.2K | $324.4K | — | New |
| J.W. COLE ADVISORS, INC. | 17.1K | $323K | $267.4K | Added$264.7K |
| Walkner Condon Financial Advisors LLC | 16.7K | $316.5K | $26.4K | Added$27K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 16K | $301.8K | — | New |
| PNC Financial Services Group, Inc. | 15.7K | $297.6K | — | New |
| Caitlin John, LLC | 15.7K | $296.9K | $24.8K | Cut−$415 |
| Farther Finance Advisors, LLC | 14.7K | $278K | $23.7K | Cut−$43.9K |
| Carroll Advisory Group, LLC | 14.4K | $271.5K | — | New |
| Indivisible Partners | 14K | $265.1K | $22.2K | Added$22.2K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 13.6K | $256.2K | $21.4K | Cut−$100.2K |
| Western Wealth Management, LLC | 13.5K | $255K | — | New |
| NTV Asset Management LLC | 13K | $245.7K | $19.7K | Added$29.2K |
| STIFEL FINANCIAL CORP | 12.9K | $244K | $20.4K | Added$3.22K |
| Qube Research & Technologies Ltd | 12.8K | $241.5K | $163 | Added$239.8K |
| Creative Planning | 12.7K | $239.5K | $19.5K | Added$25.9K |
| Cornerstone Management, Inc. | 11.7K | $221.3K | $18.5K | Added$17.2K |
| Sequent Planning LLC | 11.7K | $220.3K | $18.4K | Cut−$4.29K |
| Founders Financial Alliance, LLC | 11.6K | $219.5K | $17.9K | Added$22.7K |
| SeaCrest Wealth Management, LLC | 11K | $207.9K | — | New |
| Joseph P. Lucia & Associates, LLC | 10.9K | $206.7K | $17.3K | Added$17.3K |
| SCOTIA CAPITAL INC. | 10.9K | $205.8K | $17.2K | Added$17.2K |
| Savvy Advisors, Inc. | 10.4K | $197.1K | — | New |
| Focus Financial Network, Inc. | 10.4K | $195.8K | $15.1K | Added$17.8K |
| 1900 WEALTH MANAGEMENT LLC | 10.2K | $192.6K | $16.1K | Added$14.8K |
| Sigma Planning Corp | 10.1K | $190.9K | $16K | Added$6.18K |
| Prostatis Group LLC | 10.1K | $190.6K | $15.9K | Added$15.9K |
| SBI Securities Co., Ltd. | 7.76K | $146.7K | $11.1K | Added$24.6K |
| Crews Bank & Trust | 7.3K | $138.1K | $11.5K | Added$11.5K |
| Sunbelt Securities, Inc. | 7.01K | $132.4K | $11K | Added$11.4K |
| US BANCORP \DE\ | 5.32K | $100.5K | $8.41K | Added$8.41K |
| SouthState Bank Corp | 5K | $94.5K | — | New |
| NATIONAL BANK OF CANADA /FI/ | 4.65K | $87.8K | $7.3K | Added$7.3K |
| HUNTINGTON NATIONAL BANK | 4.5K | $85K | $7.11K | Added$7.11K |
| IFP Advisors, Inc | 4.45K | $84K | $7.02K | Added$7.02K |
| Quest 10 Wealth Builders, Inc. | 4.31K | $81.5K | $6.81K | Cut−$283.3K |
| Advisory Services Network, LLC | 3.07K | $58K | — | New |
| Fidelity | 2.54K | $48.1K | $4.01K | Cut−$16.3K |
| CHELSEA COUNSEL CO | 2.5K | $43.6K | $0 | Held |
| FIFTH THIRD BANCORP | 2.23K | $42.1K | — | New |
| PRIVATE TRUST CO NA | 2K | $37.8K | $3.16K | Added$3.16K |
| MAI Capital Management | 1.95K | $36.8K | $1.5K | Added$20.4K |
| Newbridge Financial Services Group, Inc. | 1.8K | $34K | $2.84K | Added$2.84K |
| JFS WEALTH ADVISORS, LLC | 1.54K | $29.2K | $2.44K | Added$2.44K |
| Cherry Tree Wealth Management, LLC | 1.06K | $20.1K | $1.68K | Added$1.68K |
| Rockefeller Capital Management L.P. | 788 | $14.9K | $1.23K | Added$1.46K |
| BLAIR WILLIAM & CO/IL | 750 | $14.2K | $1.18K | Added$1.19K |
| Sound Income Strategies, LLC | 612 | $11.6K | — | New |
| CITIGROUP INC | 600 | $11.3K | $948 | Added$948 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 582 | $11K | $938 | Added$938 |
| Lodestone Wealth Management LLC | 581 | $11K | $896 | Added$1.08K |
| Colonial Trust Advisors | 500 | $9.45K | $790 | Added$790 |
| AdvisorNet Financial, Inc | 435 | $8.21K | $661 | Added$812 |
| Allworth Financial LP | 391 | $7.39K | — | New |
| AMERIFLEX GROUP, INC. | 367 | $6.94K | $580 | Added$580 |
| Geneos Wealth Management Inc. | 366 | $6.91K | $570 | Added$683 |
| Innovative Asset Advisors Group, LLC | 300 | $5.67K | — | Held |
| Fortis Group Advisors, LLC | 300 | $5.67K | $474 | Added$474 |
| Blue Trust, Inc. | 250 | $4.72K | $395 | Added$395 |
| Measured Wealth Private Client Group, LLC | 237 | $4.48K | $374 | Added$374 |
| Golden State Wealth Management, LLC | 200 | $3.78K | — | New |
| Cassaday & Co Wealth Management LLC | 190 | $3.59K | — | New |
| Key Capital Management, INC | 186 | $3.52K | $293 | Cut−$811.9K |
| Cambridge Investment Research Advisors, Inc. | 160.7K | $3.04K | $163 | Added$1.26K |
| Networth Advisors, LLC | 118 | $2.23K | $186 | Cut−$12.8K |
| BlackRock, Inc. | 100 | $1.89K | $147 | Added$185 |
| CALDWELL SUTTER CAPITAL, INC. | 100 | $1.89K | $158 | Added$158 |
| Arax Advisory Partners | 64 | $1.21K | $101 | Added$101 |
| WHITTIER TRUST CO | 50 | $952 | $78 | Added$78 |
| Breakwater Investment Management | 33 | $624 | $52 | Added$52 |
| WEDBUSH SECURITIES INC | 27.6K | $521 | $43 | Added$43 |
| Janney Montgomery Scott LLC | 27.2K | $514 | $43 | Cut−$34 |
| Kingdom Financial Group LLC. | 12 | $221 | $13 | Cut−$217.8K |
| Lloyd Advisory Services, LLC. | 12 | $221 | $13 | Cut−$18.9K |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 3 | $57 | $5 | Cut−$64 |
| CoreCap Advisors, LLC | 1 | $19 | $2 | Added$2 |
| Darwin Wealth Management, LLC | 1 | $18 | $1 | Added$1 |