| BANK OF AMERICA CORP /DE/ | 889.2K | $85.1M | $1.52M | Cut−$147.5M |
| ENVESTNET ASSET MANAGEMENT INC | 742.4K | $71.1M | $1.27M | Cut−$99.1M |
| RAYMOND JAMES FINANCIAL INC | 595.6K | $57M | $1.02M | Cut−$99.9M |
| WestEnd Advisors, LLC | 577.4K | $55.3M | $992.5K | Cut−$103.8M |
| Madison Asset Management, LLC | 367.8K | $35.2M | $630.8K | Cut−$1.7M |
| Bank Julius Baer & Co. Ltd, Zurich | 344.3K | $33M | $565.3K | Added$1.97M |
| Gateway Wealth Partners, LLC | 343.1K | $32.8M | $289.6K | Added$17M |
| PGIM Custom Harvest LLC | 340.2K | $32.6M | $395.6K | Added$10.9M |
| TRUIST FINANCIAL CORP | 304.1K | $29.1M | $521.4K | Cut−$50.9M |
| ROYAL BANK OF CANADA | 239.9K | $23M | $410.5K | Cut−$4.05M |
| LPL Financial LLC | 227K | $21.7M | $389.4K | Cut−$9.26M |
| JANE STREET GROUP, LLC | 225.4K | $21.6M | — | New |
| Vontobel Holding Ltd. | 221.2K | $21.2M | — | New |
| VICTORY CAPITAL MANAGEMENT INC | 220.2K | $21.1M | $377.7K | Cut−$40.3M |
| AdvisorShares Investments LLC | 166.3K | $15.9M | — | New |
| MORGAN STANLEY | 149.3K | $14.3M | $248.6K | Added$664K |
| ASSETMARK, INC | 116.4K | $11.1M | $199.6K | Cut−$18.6M |
| FIRST AMERICAN TRUST, FSB | 104.2K | $9.98M | $168.5K | Added$743.3K |
| WELLS FARGO & COMPANY/MN | 93.3K | $8.94M | $160.1K | Cut−$607.7K |
| OLD MISSION CAPITAL LLC | 91.8K | $8.79M | — | New |
| Citadel | 90.7K | $8.68M | $138.5K | Added$1.09M |
| Nicholas Hoffman & Company, LLC. | 70.5K | $6.75M | $120.9K | Added$120.9K |
| UBS Group AG | 67.2K | $6.43M | $82.9K | Added$1.89M |
| Bank of New York Mellon Corp | 64.6K | $6.19M | $110.9K | Cut−$514.2K |
| STIFEL FINANCIAL CORP | 63.3K | $6.06M | $108.6K | Cut−$5.12M |
| Cerity Partners LLC | 39K | $3.73M | $63.9K | Added$228.4K |
| Sanctuary Advisors, LLC | 35K | $3.35M | $60.1K | Cut−$2.14M |
| AlTi Global, Inc. | 30.3K | $2.9M | −$345.1K | Cut−$578K |
| Sage Advisory Services, Ltd.Co. | 29.6K | $2.83M | $51.5K | Cut−$43K |
| NATIONAL BANK OF CANADA /FI/ | 29.1K | $2.78M | $48.7K | Added$93.9K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 25.5K | $2.44M | $12.6K | Added$1.75M |
| OneAscent Financial Services LLC | 24.9K | $2.38M | $42.7K | Added$16.1K |
| Corient Private Wealth LLC | 28.1K | $2.33M | −$297.8K | Cut−$223K |
| Fortis Advisors, LLC | 23.7K | $2.27M | $29.8K | Added$632.8K |
| Cetera Investment Advisers | 23.2K | $2.22M | $39.8K | Cut−$2.09M |
| DAVENPORT & Co LLC | 21.3K | $2.04M | $36.5K | Cut−$2.1M |
| Coastal Bridge Advisors, LLC | 20K | $1.92M | $34.3K | Cut−$3.44M |
| MARSHALL WACE, LLP | 19.2K | $1.84M | — | New |
| CITIGROUP INC | 17.6K | $1.69M | $30.2K | Cut−$24.8K |
| MERCER GLOBAL ADVISORS INC /ADV | 17.5K | $1.67M | $30K | Added$11.3K |
| Banque Cantonale Vaudoise | 16.4K | $1.57M | $28K | Added$28K |
| BLAIR WILLIAM & CO/IL | 16.1K | $1.54M | $25.3K | Added$151.3K |
| BANK OF MONTREAL /CAN/ | 15.9K | $1.52M | $27.2K | Cut−$57.1K |
| JPMORGAN CHASE & CO | 15.5K | $1.43M | −$24.5K | Cut−$2.52M |
| Vivaldi Capital Management LP | 13.8K | $1.32M | $23.6K | Added$27.3K |
| Creative Planning | 13.4K | $1.28M | $19.3K | Added$223.8K |
| Atria Investments, Inc | 12.8K | $1.23M | $22K | Cut−$2.35M |
| NewEdge Wealth, LLC | 12.8K | $1.22M | $21.9K | Added$24.6K |
| Wealth Management Partners, LLC | 12.6K | $1.2M | $19.9K | Added$109.9K |
| Compagnie Lombard Odier SCmA | 12.1K | $1.16M | $18K | Added$176K |
| Wharton Business Group, LLC | 12.1K | $1.16M | $20.7K | Added$20.7K |
| DEUTSCHE BANK AG\ | 11.4K | $1.09M | $14.4K | Added$298.4K |
| PNC Financial Services Group, Inc. | 11.3K | $1.08M | $19.4K | Cut−$2.07M |
| Blue Fin Capital, Inc. | 10.5K | $1.01M | $18.1K | Added$5.33K |
| Quantinno Capital Management LP | 9.85K | $942.7K | $16.9K | Cut−$87.9K |
| EVOKE WEALTH, LLC | 9.79K | $937K | $16.8K | Added$16.8K |
| BFI Infinity Ltd. | 9.53K | $912.7K | $12.5K | Added$227.9K |
| Concurrent Investment Advisors, LLC | 8.73K | $836.2K | $15K | Cut−$336.1K |
| ARCADIA INVESTMENT MANAGEMENT CORP/MI | 8.5K | $813.9K | $14.4K | Added$25.4K |
| BAILARD, INC. | 8.28K | $792.2K | — | New |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 7.64K | $731.3K | $13.1K | Cut−$1.46M |
| FIFTH THIRD BANCORP | 7.23K | $692.6K | — | New |
| TWO SIGMA SECURITIES, LLC | 6.38K | $610.7K | — | New |
| HARBOUR INVESTMENTS, INC. | 6.35K | $608.2K | $8.69K | Added$131.7K |
| Yoffe Investment Management, LLC | 5.99K | $573.5K | $10.3K | Added$10.3K |
| &PARTNERS | 5.95K | $571.2K | $11.2K | Added$39.6K |
| United Asset Strategies, Inc. | 5.63K | $538.6K | $4.15K | Added$311.3K |
| Rockefeller Capital Management L.P. | 5.51K | $527.4K | $9.44K | Cut−$232K |
| Federation des caisses Desjardins du Quebec | 4.38K | $419.5K | $7.52K | Cut−$14.1K |
| Elevation Advisory Partners LLC | 3.96K | $405.3K | — | Held |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 4.23K | $404.9K | $7.25K | Cut−$1.67M |
| Summa Corp. | 4.09K | $391.2K | $6.56K | Added$6.56K |
| Phillips Wealth Planners LLC | 3.28K | $382K | $56K | Cut−$600.6K |
| Mandatum Life Insurance Co Ltd | 3.96K | $378.6K | $6.78K | Added$6.78K |
| TRANSCEND CAPITAL ADVISORS, LLC | 3.95K | $377.9K | $6.77K | Cut−$770.9K |
| BBR PARTNERS, LLC | 3.8K | $364K | $6.52K | Added$6.52K |
| GTS SECURITIES LLC | 3.78K | $362.2K | — | New |
| Waverly Advisors, LLC | 3.62K | $346.8K | $6.21K | Cut−$686.9K |
| BROWN ADVISORY INC | 3.5K | $335.1K | $6K | Added$6K |
| HARRELL INVESTMENT PARTNERS, LLC | 3.44K | $329.8K | $5.9K | Cut−$222.5K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 3.38K | $323.1K | $5.79K | Cut−$12K |
| Integrated Wealth Concepts LLC | 3.29K | $315.4K | $5.68K | Added$4.83K |
| Focus Partners Wealth | 3.21K | $307.1K | $5.44K | Added$8.98K |
| Sharper & Granite LLC | 3K | $287.2K | $5.15K | Added$5.14K |
| CAHILL FINANCIAL ADVISORS INC | 2.89K | $276.3K | $4.95K | Added$4.95K |
| Belpointe Asset Management LLC | 2.75K | $262.9K | $4.76K | Cut−$367.4K |
| Financial Council, LLC | 2.68K | $256.2K | — | New |
| Simplicity Wealth,LLC | 2.63K | $251.9K | $4.51K | Cut−$508.8K |
| STEPHENS INC /AR/ | 2.61K | $249.8K | $4.47K | Cut−$481.9K |
| Fidelity | 2.57K | $245.7K | $4.23K | Added$9.39K |
| Addison Advisors LLC | 2.51K | $240.3K | $4.3K | Added$4.3K |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | 2.48K | $237.9K | $4.27K | Cut−$41.2K |
| OSAIC HOLDINGS, INC. | 2.48K | $237.1K | $4.17K | Cut−$80.9K |
| CWM, LLC | 2.46K | $235.7K | $235.5K | Added$235.3K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 2.44K | $232.4K | −$8.14K | Cut−$785.1K |
| NerdWallet Wealth Partners, LLC | 2.33K | $222.9K | $3.99K | Added$3.99K |
| PFG Investments, LLC | 2.3K | $220.2K | $3.95K | Added$3.94K |
| Guidance Point Advisors, LLC | 2.27K | $218.1K | $3.88K | Added$5.79K |
| MAI Capital Management | 2.23K | $214K | $3.84K | Cut−$17K |
| Steward Partners Investment Advisory, LLC | 2.23K | $213.6K | $3.83K | Cut−$1.72K |
| DIVERSIFIED TRUST CO | 2.2K | $211K | $3.78K | Added$3.78K |
| Vestmark Advisory Solutions, Inc. | 2.16K | $206.5K | $3.7K | Cut−$3.73K |
| ELEVATION POINT WEALTH PARTNERS, LLC | 2.16K | $206.5K | $3.7K | Cut−$3.73K |
| U.S. Capital Wealth Advisors, LLC | 2.13K | $203.5K | — | New |
| WEBSTER BANK, N. A. | 1.59K | $152.1K | $2.73K | Cut−$17.3K |
| Portfolio Resources Advisor Group, Inc. | 1.41K | $135K | $2.42K | Cut−$232.9K |
| GeoWealth Management, LLC | 1.37K | $131.3K | $2.35K | Cut−$271.6K |
| Cullen/Frost Bankers, Inc. | 1.17K | $111.7K | $1.99K | Cut−$175.8K |
| RICHARDSON FINANCIAL SERVICES INC. | 1.12K | $106.9K | $1.92K | Added$1.92K |
| IFP Advisors, Inc | 1K | $95.7K | $858 | Added$48.7K |
| JONES FINANCIAL COMPANIES LLLP | 1K | $93.6K | −$375 | Added$30.3K |
| DELTA ASSET MANAGEMENT LLC/TN | 950 | $90.9K | $1.63K | Added$1.63K |
| AE Wealth Management LLC | 721 | $69K | $1.24K | Cut−$6.66K |
| Larson Financial Group LLC | 667 | $63.8K | $1.14K | Added$1.14K |
| CARY STREET PARTNERS FINANCIAL LLC | 597 | $57.2K | $739 | Added$16.6K |
| PRIVATE TRUST CO NA | 575 | $55K | $986 | Cut−$14.7K |
| Janney Montgomery Scott LLC | 545.1K | $52.2K | $934 | Cut−$91.7K |
| WHITTIER TRUST CO | 382 | $36.7K | −$940 | Cut−$940 |
| Physician Wealth Advisors, Inc. | 365 | $35K | $626 | Added$626 |
| TWIN PEAKS WEALTH ADVISORS, LLC | 300 | $28.7K | — | New |
| Cornerstone Planning Group LLC | 227 | $25.5K | $2.11K | Cut−$45.8K |
| Greykasell Wealth Strategies, Inc. | 250 | $24K | $429 | Added$429 |
| SALEM INVESTMENT COUNSELORS INC | 193 | $18.5K | — | New |
| HUNTINGTON NATIONAL BANK | 188 | $18K | $243 | Added$4.65K |
| Farther Finance Advisors, LLC | 185 | $17.8K | — | New |
| SIGNATUREFD, LLC | 185 | $17.7K | $300 | Cut−$29.2K |
| US BANCORP \DE\ | 178 | $17K | $159 | Added$8.3K |
| NBC SECURITIES, INC. | 166 | $15.9K | $284 | Cut−$1.31K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 161 | $15.4K | $260 | Added$1.12K |
| Advisory Services Network, LLC | 153 | $14.7K | — | New |
| NorthAvenue LLC | 112 | $10.7K | $192 | Added$192 |
| BlackRock, Inc. | 110 | $10.5K | $189 | Added$189 |
| Rossby Financial, LCC | 105 | $10.1K | — | New |
| Aptus Capital Advisors, LLC | 103 | $9.86K | $177 | Added$177 |
| FLOW TRADERS U.S. LLC | 100.2K | $9.59K | — | New |
| NOMURA ASSET MANAGEMENT CO LTD | 100 | $9.57K | $172 | Added$172 |
| NewEdge Advisors, LLC | 8.87K | $8.87K | −$825.2K | Cut−$1.09M |
| Western Wealth Management, LLC | 91 | $8.71K | — | New |
| Atlantic Union Bankshares Corp | 90 | $8.62K | $155 | Added$155 |
| Allworth Financial LP | 88 | $8.43K | $151 | Cut−$2.29K |
| Pioneer Family Office, LLC | 72 | $6.86K | $92 | Cut−$13.6K |
| HAGER INVESTMENT MANAGEMENT SERVICES, LLC | 45 | $4.31K | $77 | Added$77 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 39 | $3.76K | $93 | Added$93 |
| VANGUARD ADVISERS INC | 32 | $3.06K | — | Held |
| HRT FINANCIAL LP | 30.5K | $2.92K | — | New |
| Sound Income Strategies, LLC | 22 | $2.12K | — | New |
| Founders Capital Management | 22 | $2.11K | $38 | Added$38 |
| Turtle Creek Wealth Advisors, LLC | 21 | $2.01K | — | New |
| Tower Research Capital LLC (TRC) | 20 | $1.92K | $25 | Added$599 |
| FDx Advisors, Inc. | 13.6K | $1.3K | $24 | Cut−$109 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 12 | $1.15K | $21 | Added$21 |
| Capital Investment Advisory Services, LLC | 10 | $957 | $17 | Added$17 |
| Forum Finance Group S.A. | 9.59K | $739 | — | Held |
| Sunbelt Securities, Inc. | 7 | $670 | $12 | Cut−$2.9K |
| Anchor Investment Management, LLC | 7 | $670 | — | New |
| Cambridge Investment Research Advisors, Inc. | 3.93K | $376 | $7 | Added$2 |
| Arkos Global Advisors | 2.03K | $194 | — | New |
| Central Pacific Bank - Trust Division | 2 | $191 | $3 | Added$3 |
| CoreCap Advisors, LLC | 2 | $191 | $3 | Added$3 |
| HAZLETT, BURT & WATSON, INC. | 509 | $49 | $1 | Added$1 |
| HANTZ FINANCIAL SERVICES, INC. | 282 | $27 | $0 | Held |
| Smithfield Trust Co | 207 | $20 | $1 | Added$1 |