| BANK OF AMERICA CORP /DE/ | 1.53M | $52.7M | $3.93M | Added$14.8M |
| MORGAN STANLEY | 1.15M | $39.6M | $3.5M | Added$5.72M |
| KEYBANK NATIONAL ASSOCIATION/OH | 1.08M | $37.2M | $3.13M | Added$6.86M |
| UBS Group AG | 1.06M | $36.3M | $3.02M | Added$7.05M |
| Creative Planning | 1.05M | $36.2M | $3.39M | Added$2.08M |
| LPL Financial LLC | 1.04M | $35.8M | $2.36M | Added$13M |
| Auto-Owners Insurance Co | 820K | $28.2M | $2.64M | Added$2.64M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 537.5K | $18.5M | $1.73M | Cut−$6.07M |
| Cresset Asset Management, LLC | 529.9K | $18.2M | $1.7M | Added$1.77M |
| Trek Financial, LLC | 357K | $12.3M | $1.15M | Cut−$67.1K |
| Bank of New York Mellon Corp | 348.9K | $12M | $976.7K | Added$2.54M |
| ROYAL BANK OF CANADA | 315.5K | $10.8M | $786.4K | Added$3.23M |
| JANE STREET GROUP, LLC | 309.3K | $10.6M | $805K | Added$2.84M |
| CFS Investment Advisory Services, LLC | 261.5K | $9.36M | $1.21M | Cut−$732.2K |
| STATE OF WISCONSIN INVESTMENT BOARD | 268K | $9.21M | $862.8K | Added$862.8K |
| Prentice Wealth Management LLC | 255.9K | $8.8M | — | New |
| SECURIAN ASSET MANAGEMENT, INC | 250K | $8.6M | $805K | Added$805K |
| COMMONWEALTH EQUITY SERVICES, LLC | 246.1K | $8.46M | $746.5K | Added$1.24M |
| ASSETMARK, INC | 244.5K | $8.41M | $787.4K | Added$500K |
| JPMORGAN CHASE & CO | 244K | $8.21M | $605.1K | Cut−$427.3K |
| Argent Advisors, Inc. | 235.5K | $8.1M | $752K | Added$820.5K |
| OLD MISSION CAPITAL LLC | 232K | $7.98M | $112.5K | Added$6.89M |
| Revisor Wealth Management LLC | 224.7K | $7.67M | $197K | Cut−$349.7K |
| Beta Wealth Group, Inc. | 222.9K | $7.66M | $717.8K | Cut−$2.04M |
| Peregrine Asset Advisers, Inc. | 207.1K | $7.12M | $666.9K | Added$575.9K |
| MARSHALL WACE, LLP | 180.9K | $6.22M | $582.4K | Added$582.4K |
| Cooper Financial Group | 174.6K | $6M | — | New |
| Mariner, LLC | 173.3K | $5.96M | $557.9K | Cut−$4.42M |
| Citadel | 172.5K | $5.93M | $555.3K | Cut−$2.88M |
| RAYMOND JAMES FINANCIAL INC | 171.5K | $5.89M | $329.1K | Added$2.67M |
| MERCER GLOBAL ADVISORS INC /ADV | 171.2K | $5.89M | $551.2K | Cut−$2.53M |
| OSAIC HOLDINGS, INC. | 169.1K | $5.81M | $544K | Cut−$456K |
| Pekin Hardy Strauss, Inc. | 155.3K | $5.34M | $399.3K | Added$1.48M |
| Proficio Capital Partners LLC | 154.5K | $5.31M | — | New |
| Crescent Grove Advisors, LLC | 151.3K | $5.2M | $448.7K | Added$858.4K |
| STIFEL FINANCIAL CORP | 150.9K | $5.19M | $469.1K | Added$649.7K |
| &PARTNERS | 138.3K | $4.75M | $440.8K | Added$380.4K |
| ENVESTNET ASSET MANAGEMENT INC | 135.7K | $4.67M | $314.1K | Added$1.63M |
| Cetera Investment Advisers | 124.5K | $4.28M | $401K | Added$209.3K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 121.1K | $4.16M | $245.7K | Added$946.8K |
| Grange Capital, LLC | 113K | $3.88M | $332.1K | Added$669.3K |
| AMERIPRISE FINANCIAL INC | 104.1K | $3.58M | $187.4K | Added$1.67M |
| Concord Wealth Partners | 103.1K | $3.54M | $309.8K | Added$545.1K |
| Concord Asset Management, LLC/VA | 100.9K | $3.47M | $304.8K | Added$521K |
| Steward Partners Investment Advisory, LLC | 96.2K | $3.31M | $309.4K | Added$312.8K |
| STEPHENS INC /AR/ | 94.6K | $3.25M | $288.3K | Added$461K |
| Thrive Capital Management, LLC | 90.9K | $3.12M | $292.6K | Added$196.5K |
| TRUIST FINANCIAL CORP | 74.1K | $2.55M | $177.2K | Added$832.7K |
| Ariadne Wealth Management, LP | 73.2K | $2.52M | −$30.7K | Cut−$30.7K |
| Equitable Holdings, Inc. | 77.9K | $2.43M | −$0 | Cut−$52.1K |
| Sanctuary Advisors, LLC | 69.3K | $2.38M | $223.3K | Added$134K |
| Anson Capital, Inc. | 66.7K | $2.29M | $205.5K | Added$306.1K |
| Focus Partners Wealth | 59.9K | $2.06M | $193K | Cut−$91K |
| INDEPENDENT FINANCIAL GROUP, LLC | 57.3K | $1.97M | — | New |
| Baird Financial Group, Inc. | 54.6K | $1.88M | $164.2K | Added$288.5K |
| NTV Asset Management LLC | 53.5K | $1.84M | $76.6K | Added$1.1M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 53K | $1.82M | $145.9K | Added$409.3K |
| Benchmark Investment Advisors LLC | 52.8K | $1.82M | — | Held |
| Lido Advisors, LLC | 52.6K | $1.81M | $171.6K | Added$181.5K |
| Wealthfront Advisers LLC | 52.3K | $1.8M | $146.6K | Added$380.6K |
| Wealthspire Advisors, LLC | 51.7K | $1.78M | $166.3K | Added$166.3K |
| Independent Advisor Alliance | 51.2K | $1.76M | — | New |
| 180 WEALTH ADVISORS, LLC | 49.7K | $1.71M | $153.7K | Added$220.9K |
| DORVAL Corp | 49.7K | $1.71M | $144K | Added$314.1K |
| Allianz Asset Management GmbH | 49K | $1.68M | — | New |
| Ipsen Advisor Group LLC | 48.6K | $1.67M | $156.6K | Added$136.3K |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 47.4K | $1.62M | $133.7K | Added$249.6K |
| D.B. Root & Company, LLC | 45.3K | $1.56M | $34.9K | Added$1.22M |
| Crestwood Advisors Group, LLC | 44.1K | $1.52M | $142.1K | Added$142K |
| Rockefeller Capital Management L.P. | 42.2K | $1.45M | $136K | Added$107.2K |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 39.9K | $1.37M | $126.2K | Added$149.2K |
| HANCOCK WHITNEY CORP | 39.1K | $1.37M | $150.6K | Added$133.1K |
| Stonebridge Wealth Management, LLC | 39.7K | $1.37M | $87.7K | Added$518.1K |
| Private Advisor Group, LLC | 39.1K | $1.34M | $125.9K | Added$28.2K |
| ARMSTRONG ADVISORY GROUP, INC | 35K | $1.2M | $112.8K | Cut−$64.6K |
| World Investment Advisors | 31.5K | $1.08M | $101.4K | Added$84.8K |
| Astoria Portfolio Advisors LLC. | 30.9K | $1.07M | −$7.56K | Added$218.3K |
| MAI Capital Management | 31.1K | $1.07M | $82.2K | Added$272.1K |
| Integrity Advisory Solutions, LLC | 28.8K | $991K | $51.3K | Added$494.6K |
| D.A. DAVIDSON & CO. | 28.3K | $972.6K | $89.7K | Added$104.3K |
| 10Elms LLP | 27K | $969.5K | $124K | Added$156.1K |
| JONES FINANCIAL COMPANIES LLLP | 28.6K | $953.8K | $50.3K | Added$237.6K |
| VISTA CAPITAL PARTNERS, INC. | 27K | $926.8K | $86.8K | Added$86.8K |
| Cascade Financial Partners, LLC | 26.6K | $915.3K | $77.9K | Added$160.8K |
| bLong Financial, LLC | 26.3K | $904.1K | $84.7K | Added$20.4K |
| BCS Private Wealth Management, Inc. | 24.1K | $828.5K | $76.6K | Added$87.1K |
| CreativeOne Wealth, LLC | 23K | $791.1K | $68.3K | Added$130.4K |
| BARRETT & COMPANY, INC. | 21.5K | $739.4K | $63.6K | Added$124.5K |
| IHT Wealth Management, LLC | 20.8K | $715.5K | $37.3K | Added$354.4K |
| RAELIPSKIE PARTNERSHIP | 20.7K | $713K | $66.8K | Added$41.9K |
| Marble Harbor Investment Counsel, LLC | 20.4K | $701.4K | $65.7K | Added$65.7K |
| Concurrent Investment Advisors, LLC | 20.4K | $701.4K | $65.7K | Added$65.7K |
| SWEENEY & MICHEL, LLC | 19.6K | $696.2K | $5.42K | Added$37.9K |
| Qube Research & Technologies Ltd | 18.5K | $636.9K | — | New |
| MGO ONE SEVEN LLC | 17.8K | $611.2K | $57.1K | Added$58.9K |
| Advyzon Investment Management, LLC | 16.9K | $582.5K | $44.4K | Added$153K |
| IFP Advisors, Inc | 16.9K | $582.2K | $30.9K | Added$282.8K |
| WINNOW WEALTH LLC | 16.6K | $572.4K | $39.6K | Cut−$50.1K |
| Gladstone Institutional Advisory LLC | 16.3K | $561.6K | $37.5K | Added$198.7K |
| PRINCIPAL SECURITIES, INC. | 16.2K | $555.4K | — | New |
| DAVENPORT & Co LLC | 16K | $548.5K | $26.5K | Added$291.7K |
| Eagle Bluffs Wealth Management LLC | 15.9K | $545.9K | $51.1K | Added$51.1K |
| Avior Wealth Management, LLC | 15.6K | $536.4K | $29.4K | Added$251.5K |
| Eagle Strategies LLC | 15.2K | $523.2K | $49K | Cut−$58.9K |
| Ashton Thomas Private Wealth, LLC | 14.7K | $504.1K | $46.7K | Added$52.3K |
| Investment Research Partners LLC | 14.2K | $487K | $45.6K | Added$44.1K |
| DRIVE WEALTH MANAGEMENT, LLC | 14K | $481.8K | $40.9K | Added$86.3K |
| Regal Investment Advisors LLC | 13.8K | $475.9K | $38K | Added$108.6K |
| VestGen Advisors, LLC | 13.6K | $474.3K | $43.9K | Added$118.7K |
| FIFTH THIRD BANCORP | 13.1K | $451.4K | — | New |
| INVESTED ADVISORS | 13.1K | $450.9K | $42.2K | Added$40.8K |
| CAPITAL ADVISORS INC/OK | 12.1K | $416K | — | New |
| MML INVESTORS SERVICES, LLC | 11.6K | $400.2K | $37.5K | Added$1.61K |
| Elgethun Capital Management | 10.9K | $375.6K | $35.2K | Added$35.2K |
| Western Wealth Management, LLC | 10.4K | $358.2K | $30.3K | Added$64.9K |
| Oakmont Advisory Group, LLC | 9.74K | $334.8K | $30.7K | Added$38K |
| GLENMEDE TRUST CO NA | 9.5K | $326.6K | $30.6K | Added$30.6K |
| FLPUTNAM INVESTMENT MANAGEMENT CO | 9.38K | $322.3K | — | New |
| TD Waterhouse Canada Inc. | 9.18K | $314.2K | — | New |
| Crumly & Associates Inc. | 9.03K | $310.5K | $23.8K | Added$80K |
| John W. Brooker & Co., CPAs | 8.79K | $302.2K | — | New |
| Wedmont Private Capital | 8.41K | $294.5K | $27K | Added$27.9K |
| CHOREO, LLC | 8.29K | $285K | $20.9K | Added$64.8K |
| NATIONAL BANK OF CANADA /FI/ | 8.14K | $278.9K | $25.5K | Cut−$5.33K |
| Prospera Financial Services Inc | 7.8K | $268.3K | $21.8K | Added$57.3K |
| Hyundai Investments Co., Ltd. | 7.81K | $262.9K | $18.7K | Cut−$191.4K |
| Straight Path Wealth Management | 7.55K | $259.6K | $22.1K | Added$46.1K |
| Intrua Financial, LLC | 7.5K | $257.9K | $24.2K | Added$24.1K |
| Abundance Wealth Counselors | 7.49K | $257.5K | $24.1K | Added$18.5K |
| BlackRock, Inc. | 7.28K | $250.2K | $23.4K | Cut−$176.3K |
| Corient Private Wealth LLC | 6.96K | $239.2K | $21.4K | Added$32.2K |
| Summit Financial, LLC | 6.85K | $235.4K | — | New |
| CIBC Asset Management Inc | 6.75K | $232.2K | $21.7K | Added$21.7K |
| Braeburn Wealth Management LLC | 6.58K | $226K | $21.2K | Added$21.2K |
| CAPTRUST FINANCIAL ADVISORS | 6.49K | $223.2K | $20.9K | Added$20.9K |
| Apollon Wealth Management, LLC | 6.36K | $218.5K | $20.5K | Added$16.6K |
| Lifestyle Asset Management, Inc. | 6.33K | $217.7K | — | New |
| Beacon Pointe Advisors, LLC | 6.05K | $207.9K | — | New |
| Fort Point Capital Partners LLC | 5.98K | $205.6K | — | New |
| Pinnacle Bancorp, Inc. | 5.8K | $199.4K | $18.7K | Added$18.7K |
| Security National Bank | 4.95K | $170.1K | $15.9K | Added$15.9K |
| Asset Dedication, LLC | 4.05K | $139.1K | $13K | Cut−$34.5K |
| Sound Income Strategies, LLC | 4.04K | $138.6K | — | New |
| Advisory Services Network, LLC | 3.61K | $124K | — | New |
| Destiny Wealth Partners, LLC | 2.96K | $101.9K | — | New |
| TFC Financial Management, Inc. | 2.52K | $86.6K | $8.11K | Added$948 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2.5K | $85.8K | $7.95K | Added$7.95K |
| BANK OF MONTREAL /CAN/ | 2.46K | $84.7K | $7.29K | Added$14.2K |
| Capital Investment Advisory Services, LLC | 2.44K | $84.1K | $7.87K | Added$7.87K |
| Fidelity | 2.39K | $82.3K | $4.18K | Added$42K |
| MORGAN DEMPSEY CAPITAL MANAGEMENT LLC | 1.84K | $63.2K | $5.92K | Added$5.92K |
| WEBSTER BANK, N. A. | 1.7K | $58.4K | — | New |
| BLAIR WILLIAM & CO/IL | 1.63K | $55.9K | $5.23K | Added$5.23K |
| HARBOUR INVESTMENTS, INC. | 1.36K | $46.9K | $4.39K | Added$4.39K |
| Root Financial Partners, LLC | 1.22K | $41.8K | — | New |
| Triumph Capital Management | 1.15K | $39.4K | $3.69K | Cut−$8.78K |
| PRIVATE TRUST CO NA | 1.14K | $39.3K | — | New |
| Bogart Wealth, LLC | 1K | $34.4K | — | New |
| Smartleaf Asset Management LLC | 1K | $33.7K | $2.4K | Added$2.4K |
| Godfrey Financial Associates, Inc. | 966 | $33.2K | $3.11K | Added$1.52K |
| Geneos Wealth Management Inc. | 939 | $32.3K | $3.02K | Added$3.02K |
| AE Wealth Management LLC | 857 | $29.5K | $2.76K | Added$2.76K |
| PNC Financial Services Group, Inc. | 850 | $29.2K | $2.74K | Added$2.74K |
| Millstone Evans Group, LLC | 830 | $28.5K | — | New |
| Sunrise Financial Services, LLC | 808 | $27.8K | $2.6K | Cut−$11.6K |
| AdvisorNet Financial, Inc | 806 | $27.7K | $2.6K | Added$2.6K |
| HOWE & RUSLING INC | 770 | $26.5K | — | New |
| CONSULTIVA WEALTH MANAGEMENT, CORP. | 630 | $21.7K | $2.03K | Added$2.03K |
| Blume Capital Management, Inc. | 625 | $21.5K | $2.01K | Added$2.01K |
| WHITTIER TRUST CO | 488 | $16.8K | $1.23K | Added$1.23K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 348 | $12K | — | New |
| Cherry Tree Wealth Management, LLC | 281 | $9.66K | $905 | Added$905 |
| WHITTIER TRUST CO OF NEVADA INC | 271 | $9.32K | $683 | Added$683 |
| CWM, LLC | 230 | $7.91K | $7.9K | Added$7.9K |
| City State Bank | 185 | $6.36K | $595 | Added$595 |
| Strategic Investment Solutions, Inc. /IL | 160 | $5.5K | $515 | Added$515 |
| Parkside Financial Bank & Trust | 160 | $5.5K | — | New |
| Janney Montgomery Scott LLC | 158.5K | $5.45K | $353 | Added$2.03K |
| WestEnd Advisors, LLC | 147 | $5.05K | $473 | Added$473 |
| Park Square Financial Group, LLC | 87 | $2.99K | — | New |
| Summit Global Investments | 85K | $2.92K | $258 | Added$426 |
| Federation des caisses Desjardins du Quebec | 61 | $2.1K | $196 | Added$196 |
| Solstein Capital, LLC | 58 | $1.99K | $187 | Added$187 |
| HHM Wealth Advisors, LLC | 57 | $1.98K | — | New |
| Sunbelt Securities, Inc. | 25 | $860 | $81 | Added$81 |
| Cambridge Investment Research Advisors, Inc. | 19.8K | $682 | $64 | Cut−$128 |
| NVWM, LLC | 20 | $674 | $57 | Cut−$900 |
| FLOW TRADERS U.S. LLC | 17.6K | $604 | — | New |
| Glassman Wealth Services | 13 | $447 | $42 | Added$42 |
| HRT FINANCIAL LP | 10.4K | $359 | — | New |
| Sankala Group LLC | 8 | $279 | −$14 | Cut−$14 |
| DHJJ Financial Advisors, Ltd. | 6 | $206 | $20 | Added$20 |
| Tower Research Capital LLC (TRC) | 6 | $206 | — | New |
| WELLS FARGO & COMPANY/MN | 1 | $24 | −$7 | Cut−$5.44K |
| BLUELINE ADVISORS LLC | 0 | $4 | — | Held |