| Fidelity | 5.16M | $143.4M | $8.1M | Added$8.21M |
| MORGAN STANLEY | 2.71M | $75.3M | $2.46M | Added$34.3M |
| GOLDMAN SACHS GROUP INC | 2.55M | $70.8M | $3.82M | Added$7.04M |
| Allspring Global Investments Holdings, LLC | 2.01M | $55.8M | $3.16M | Cut−$10.6M |
| UBS Group AG | 1.28M | $35.4M | $652.2K | Added$24.5M |
| Vontobel Holding Ltd. | 1.02M | $28.2M | $1.53M | Added$2.75M |
| Absolute Gestao de Investimentos Ltda. | 985K | $27.3M | — | New |
| JPMORGAN CHASE & CO | 913K | $24.8M | $91.7K | Added$22.3M |
| Catalyst Capital Advisors LLC | 847K | $23.5M | $1.28M | Added$2.14M |
| Millburn Ridgefield LLC /DE/ | 847K | $23.5M | $1.28M | Added$2.14M |
| HSBC HOLDINGS PLC | 451.1K | $12.5M | $708.2K | Cut−$33.8M |
| BANK OF AMERICA CORP /DE/ | 443.2K | $12.3M | $533.3K | Added$3.41M |
| Lido Advisors, LLC | 430.7K | $12M | $132.7K | Added$7.59M |
| Mirae Asset Global Investments Co., Ltd. | 380.4K | $10.6M | $208.9K | Added$7.07M |
| BOCHK Asset Management Ltd | 331.4K | $9.2M | $3.93K | Added$9.13M |
| LPL Financial LLC | 324.4K | $9.01M | $509.3K | Added$19.3K |
| ENVESTNET ASSET MANAGEMENT INC | 234.7K | $6.52M | $58K | Added$5.55M |
| HighTower Advisors, LLC | 226.6K | $6.29M | $355.8K | Cut−$347K |
| Fisher Asset Management, LLC | 217K | $6.02M | $340.7K | Cut−$9.87M |
| PGIM Custom Harvest LLC | 200.4K | $5.56M | $222K | Added$1.86M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 187.8K | $5.21M | $49.8K | Added$4.38M |
| AMERIPRISE FINANCIAL INC | 169.7K | $4.71M | $267K | Cut−$3M |
| ROYAL BANK OF CANADA | 165.4K | $4.59M | $259.3K | Cut−$568K |
| WELLS FARGO & COMPANY/MN | 162.4K | $4.51M | $225.8K | Added$741.9K |
| TD Waterhouse Canada Inc. | 153.4K | $4.3M | $235.4K | Added$849.7K |
| TD Asset Management Inc | 153.3K | $4.26M | $206.4K | Added$814.2K |
| SENTINEL PENSION ADVISORS, LLC | 148.5K | $4.12M | $233.1K | Added$233.1K |
| Mount Lucas Management LP | 140.4K | $3.9M | $220.4K | Cut−$16K |
| DV Trading LLC | 137K | $3.8M | $215K | Added$215K |
| EVERGREEN CAPITAL MANAGEMENT LLC | 136.9K | $3.8M | $128.8K | Added$1.65M |
| PRINCIPAL FINANCIAL GROUP INC | 135.2K | $3.75M | $212.3K | Added$212.3K |
| Slocum, Gordon & Co LLP | 126.5K | $3.51M | $198.6K | Added$186.9K |
| Squarepoint Ops LLC | 115K | $3.19M | — | New |
| TUDOR INVESTMENT CORP ET AL | 113.4K | $3.15M | $178K | Cut−$15.7M |
| Creative Planning | 94.1K | $2.61M | $137.1K | Added$326K |
| Hilltop Holdings Inc. | 74.5K | $2.07M | — | New |
| WELLINGTON MANAGEMENT GROUP LLP | 68.4K | $1.9M | $107.4K | Cut−$1.51M |
| MML INVESTORS SERVICES, LLC | 65K | $1.8M | $102K | Cut−$51.8K |
| BlackRock, Inc. | 64K | $1.78M | $100.4K | Cut−$22M |
| Equitable Holdings, Inc. | 67.1K | $1.76M | $1 | Added$34.1K |
| Qube Research & Technologies Ltd | 60.8K | $1.69M | $95.5K | Cut−$13.5M |
| Integrated Wealth Concepts LLC | 56.2K | $1.56M | — | New |
| Sankala Group LLC | 55.2K | $1.51M | −$149.3K | Cut−$118.1K |
| Invesco Ltd. | 54.4K | $1.51M | $42.8K | Added$795.2K |
| Y-Intercept (Hong Kong) Ltd | 51.8K | $1.44M | $70.3K | Added$264.1K |
| ZACKS INVESTMENT MANAGEMENT | 51.4K | $1.43M | $67.5K | Added$300.3K |
| ACIMA PRIVATE WEALTH, LLC | 51.2K | $1.42M | $80.2K | Added$83.6K |
| OLD MISSION CAPITAL LLC | 50K | $1.39M | $78.5K | Cut−$5.8M |
| Cetera Investment Advisers | 47.6K | $1.32M | $36.2K | Added$715.9K |
| Idaho Trust Co | 45.3K | $1.26M | $68.6K | Added$113.9K |
| Spruce Point Capital Management, LLC | 40K | $1.11M | $62.8K | Cut−$1.3M |
| Global Endowment Management, LP | 40K | $1.11M | $62K | Added$62K |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 40.9K | $1.11M | $29.8K | Added$29.8K |
| Federation des caisses Desjardins du Quebec | 39.4K | $1.09M | $7.85K | Added$962.6K |
| Quantbot Technologies LP | 36.5K | $1.01M | — | New |
| RAYMOND JAMES FINANCIAL INC | 35.9K | $997.8K | $56.4K | Cut−$7.93M |
| ALBION FINANCIAL GROUP /UT | 33.2K | $920.4K | $52.1K | Added$52.1K |
| CITIGROUP INC | 32.4K | $899.4K | $49.6K | Added$72.3K |
| Perigon Wealth Management, LLC | 30.8K | $856K | $48.4K | Cut−$90.4K |
| BARCLAYS PLC | 30.2K | $839.3K | $47.5K | Cut−$110.2K |
| Trek Financial, LLC | 30K | $831.6K | $20.3K | Added$492.4K |
| OSAIC HOLDINGS, INC. | 29.6K | $823K | $18.6K | Added$512.9K |
| Columbus Macro, LLC | 29.4K | $815.8K | — | New |
| MILLENNIUM MANAGEMENT LLC | 29.4K | $815.5K | — | New |
| Independent Wealth Network Inc. | 29.3K | $812.7K | $46K | Added$42.7K |
| Quantinno Capital Management LP | 28.2K | $783.9K | $36.1K | Added$181.9K |
| Empowered Funds, LLC | 26.6K | $738.7K | — | New |
| MEEDER ASSET MANAGEMENT INC | 24K | $667K | — | New |
| Providence First Trust Co | 22.3K | $620.3K | — | New |
| Caprock Group, LLC | 22.2K | $615.7K | $18.1K | Added$314.3K |
| AlphaCentric Advisors LLC | 22.2K | $615.1K | $34.8K | Added$18.9K |
| BNP PARIBAS FINANCIAL MARKETS | 21.7K | $603.1K | $34.1K | Cut−$67.4K |
| Fortis Advisors, LLC | 20.9K | $581.6K | — | New |
| Cedar Wealth Management, LLC | 19.1K | $529.3K | $29.9K | Added$29.9K |
| Grey Ledge Advisors, LLC | 18.4K | $512K | $29K | Added$27.3K |
| COMMONWEALTH EQUITY SERVICES, LLC | 17.6K | $489.2K | — | New |
| Union Bancaire Privee, UBP SA | 17.9K | $484.4K | $13K | Added$13K |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 17.2K | $476.7K | $27K | Added$27K |
| INTEGRITY ALLIANCE, LLC. | 16.9K | $467.8K | $26.5K | Added$25K |
| Solstein Capital, LLC | 16.5K | $458.7K | $25.8K | Added$28.9K |
| WJ Financial Advisors LLC | 16.3K | $453.5K | $23.2K | Added$66.6K |
| NWAM LLC | 16.2K | $450.3K | $2.27K | Added$2.27K |
| NISA INVESTMENT ADVISORS, LLC | 15.3K | $424.7K | $24K | Added$24K |
| CHOREO, LLC | 15.2K | $423.1K | $20.1K | Added$28.9K |
| CASTLEKEEP INVESTMENT ADVISORS LLC | 15.1K | $418.5K | $23.7K | Added$23.7K |
| J. Team Financial, Inc. | 15K | $417.8K | $21.3K | Added$62.5K |
| Patten Group, Inc. | 14.4K | $400.5K | $15.7K | Added$138K |
| MYECFO, LLC | 13.8K | $383.4K | — | New |
| GTS SECURITIES LLC | 13.6K | $376.5K | $21.3K | Cut−$2.96M |
| Citadel | 13K | $361.8K | $20.5K | Added$20.5K |
| Copia Wealth Management | 13K | $360.2K | $20.4K | Cut−$91.1K |
| Waverly Advisors, LLC | 12.5K | $346.8K | $19.6K | Cut−$7.34K |
| GOULD ASSET MANAGEMENT LLC /CA/ | 12.3K | $342.8K | $17.3K | Added$54K |
| Robertson Stephens Wealth Management, LLC | 12.2K | $337.6K | $18.7K | Added$25.5K |
| Arax Advisory Partners | 12.1K | $334.6K | $18.9K | Added$18.9K |
| Pictet North America Advisors SA | 11.7K | $325.9K | $18.4K | Added$18.4K |
| HB Wealth Management, LLC | 11.7K | $324.9K | — | New |
| CIBC Asset Management Inc | 11.7K | $323.8K | $14K | Added$90.6K |
| Corient Private Wealth LLC | 13.8K | $319.6K | −$34.4K | Added$29.4K |
| INNEALTA CAPITAL, LLC | 11.2K | $309.7K | — | New |
| Beacon Pointe Advisors, LLC | 11.1K | $307.2K | $17.4K | Cut−$38K |
| JGP Wealth Management, LLC | 10.8K | $300.3K | $15.5K | Added$41.8K |
| Rockefeller Capital Management L.P. | 10.3K | $286.6K | $14.4K | Added$47K |
| Mariner, LLC | 10.1K | $280.5K | — | New |
| Banco Santander, S.A. | 9.89K | $274.6K | $15.5K | Cut−$9.53K |
| OVERSEA-CHINESE BANKING Corp Ltd | 8.6K | $238.7K | $13.5K | Added$13.5K |
| PRELUDE CAPITAL MANAGEMENT, LLC | 8.52K | $236.6K | — | New |
| CIBC Bancorp USA Inc. | 8.5K | $236K | — | Held |
| Modera Wealth Management, LLC | 8.49K | $235.7K | $13.3K | Added$13.3K |
| Viewpoint Capital Management LLC | 8.39K | $233K | $13.2K | Added$10.6K |
| Rockingstone Advisors LLC | 8.05K | $223.4K | $12.6K | Added$12.6K |
| Lunt Capital Management, Inc. | 8K | $221.9K | $12.3K | Added$17.4K |
| STEPHENS INC /AR/ | 7.61K | $211.3K | — | New |
| TIEMANN INVESTMENT ADVISORS, LLC | 7.53K | $209.1K | $11.8K | Cut−$1.27K |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | 7.42K | $206.1K | — | New |
| DEARBORN PARTNERS LLC | 7.4K | $205.3K | — | New |
| PICTON MAHONEY ASSET MANAGEMENT | 6.54K | $181.6K | $9.26K | Added$27K |
| Blue Trust, Inc. | 5.16K | $143.1K | $8.09K | Added$5.5K |
| USA FINANCIAL FORMULAS | 5.07K | $140.6K | $4.15K | Added$71.4K |
| BLAIR WILLIAM & CO/IL | 4.38K | $121.5K | $3.84K | Added$57.4K |
| Rice Partnership, LLC | 4.33K | $120.1K | $6.79K | Cut−$57.4K |
| Rosenberg Matthew Hamilton | 4.23K | $117.3K | $6.64K | Added$5.46K |
| FIFTH THIRD BANCORP | 3.79K | $105.3K | — | New |
| CASTLEARK MANAGEMENT LLC | 3.77K | $104.7K | $5.92K | Added$5.92K |
| Farther Finance Advisors, LLC | 3.44K | $96.5K | $368 | Added$91.5K |
| GHP Investment Advisors, Inc. | 3.3K | $91.6K | $5.18K | Added$5.18K |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 3.24K | $91K | $6.15K | Added$6.15K |
| MAI Capital Management | 3.25K | $90.3K | $5.11K | Cut−$9.95K |
| Ashton Thomas Private Wealth, LLC | 2.29K | $63.5K | — | New |
| Twin Lakes Capital Management, LLC | 1.92K | $53.4K | $3.02K | Added$3.02K |
| Advisory Services Network, LLC | 1.87K | $52K | — | New |
| ELEVATION WEALTH PARTNERS, LLC | 1.69K | $47K | $2.66K | Cut−$3.89K |
| Steward Partners Investment Advisory, LLC | 1.67K | $46.4K | $2.63K | Cut−$282 |
| WHITTIER TRUST CO | 1.23K | $34.7K | $2.13K | Added$2.13K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 1.19K | $33.1K | $1.87K | Added$1.77K |
| JONES FINANCIAL COMPANIES LLLP | 1.17K | $31.9K | $1.2K | Cut−$41.5K |
| Pacifica Partners Inc. | 1K | $27.8K | $1.29K | Added$1.29K |
| Intesa Sanpaolo Wealth Management | 900 | $25K | $1.41K | Added$1.41K |
| PNC Financial Services Group, Inc. | 800 | $22.2K | $1.26K | Added$1.26K |
| US BANCORP \DE\ | 755 | $21K | $1.19K | Added$1.19K |
| CWM, LLC | 739 | $20.5K | $20.5K | Added$20.5K |
| JFS WEALTH ADVISORS, LLC | 550 | $15.3K | — | New |
| CoreCap Advisors, LLC | 548 | $15.2K | $860 | Added$860 |
| Geneos Wealth Management Inc. | 500 | $13.9K | $785 | Added$785 |
| Allworth Financial LP | 500 | $13.9K | $785 | Added$785 |
| 4Thought Financial Group Inc. | 487 | $13.5K | $778 | Added$778 |
| REAP Financial Group, LLC | 486 | $13.5K | $763 | Added$763 |
| NATIONAL BANK OF CANADA /FI/ | 480 | $13.5K | — | New |
| ACADIAN ASSET MANAGEMENT LLC | 396.7K | $11K | $622 | Added$622 |
| HARBOUR INVESTMENTS, INC. | 380 | $10.5K | — | New |
| Russell Investments Group, Ltd. | 356 | $9.87K | $558 | Added$558 |
| IFP Advisors, Inc | 320 | $8.88K | $502 | Added$502 |
| Sound Income Strategies, LLC | 300 | $8.43K | $405 | Added$405 |
| Ritter Daniher Financial Advisory LLC / DE | 300 | $8.33K | $471 | Added$471 |
| Sunbelt Securities, Inc. | 224 | $6.23K | $353 | Added$353 |
| MTM Investment Management, LLC | 222 | $6.16K | $349 | Added$349 |
| Murphy & Mullick Capital Management Corp | 217 | $6.02K | $341 | Added$341 |
| Palisades Hudson Asset Management, L.P. | 199.2K | $5.53K | $313 | Added$321 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 190 | $5.28K | $56 | Added$4.33K |
| HUNTINGTON NATIONAL BANK | 153 | $4.25K | $241 | Added$241 |
| CHESAPEAKE ASSET MANAGEMENT LLC | 150 | $4.16K | $236 | Added$236 |
| McIlrath & Eck, LLC | 125 | $3.47K | $196 | Added$196 |
| Tower Research Capital LLC (TRC) | 122 | $3.39K | $192 | Cut−$5.15K |
| PRIVATE TRUST CO NA | 95 | $2.64K | $149 | Added$149 |
| Signature Equity Partners, LLC | 67 | $1.86K | $105 | Added$105 |
| FLOW TRADERS U.S. LLC | 48.9K | $1.36K | $77 | Cut−$4.19K |
| Horizon Investments, LLC | 42 | $1.17K | $35 | Added$590 |
| Founders Capital Management | 35 | $972 | $55 | Added$55 |
| Golden State Equity Partners | 30 | $832 | — | New |
| HRT FINANCIAL LP | 21.4K | $593 | $34 | Cut−$751 |
| iA Global Asset Management Inc. | 16K | $443 | $11 | Added$256 |
| ATLAS CAPITAL ADVISORS INC. | 11 | $305 | $17 | Added$17 |
| Cambridge Investment Research Advisors, Inc. | 10.8K | $299 | $17 | Cut−$55 |
| ASSETMARK, INC | 10 | $278 | $16 | Added$16 |
| Quantitative Investment Management, LLC | 9.05K | $251 | $14 | Cut−$858 |
| SG Americas Securities, LLC | 8.33K | $231 | $13 | Cut−$115 |
| Van Berkom & Associates Inc. | 2.5K | $69 | $3 | Cut−$28 |
| Larson Financial Group LLC | 2 | $50 | $2 | Added$2 |
| Strategic Wealth Advisors LLC | 310 | $8 | $0 | Held |
| Coston, McIsaac & Partners | 84 | $2 | $0 | Held |
| Covestor Ltd | 11 | $0 | $0 | Held |