| Connor, Clark & Lunn Investment Management Ltd. | 1.01M | $69.5M | $1.71M | Added$1.71M |
| MML INVESTORS SERVICES, LLC | 219.3K | $15.2M | $329.1K | Added$2.11M |
| BANK OF AMERICA CORP /DE/ | 205.5K | $14.2M | $318.9K | Added$1.56M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 193K | $13.4M | $320.9K | Added$615.6K |
| STATE OF WISCONSIN INVESTMENT BOARD | 178.1K | $12.3M | $302.8K | Added$302.8K |
| MORGAN STANLEY | 172.4K | $11.9M | $275.5K | Added$992.8K |
| Checchi Capital Advisers, LLC | 161.6K | $11.2M | $274.6K | Cut−$1.11M |
| Savant Capital, LLC | 119.3K | $8.25M | $113.4K | Added$3.75M |
| EVERGREEN CAPITAL MANAGEMENT LLC | 119K | $8.24M | $202.4K | Added$120.1K |
| HARBOR ADVISORY CORP /MA/ | 113.6K | $7.86M | $189.8K | Added$320.6K |
| WELLS FARGO & COMPANY/MN | 105.3K | $7.28M | $179K | Cut−$72.6K |
| LPL Financial LLC | 104.3K | $7.21M | $174.6K | Added$281K |
| Johnson Financial Group, LLC | 84.8K | $5.87M | $144.1K | Cut−$278.2K |
| RAYMOND JAMES FINANCIAL INC | 78.7K | $5.44M | $106.1K | Added$1.23M |
| Omega Financial Group, LLC | 77.3K | $5.35M | $128.3K | Added$256.1K |
| Texas Yale Capital Corp. | 65.8K | $4.55M | $110.4K | Added$168.5K |
| STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC | 62.1K | $4.29M | $99.1K | Added$498.7K |
| Pathway Financial Advisors LLC | 55.8K | $3.86M | $21.6K | Added$55.7K |
| ENVESTNET ASSET MANAGEMENT INC | 55.5K | $3.84M | $94.3K | Added$45.7K |
| Sowell Financial Services LLC | 48.6K | $3.36M | $82.7K | Added$66.5K |
| UBS Group AG | 41.9K | $2.9M | $66.7K | Added$253.4K |
| OLD MISSION CAPITAL LLC | 41.6K | $2.88M | $58.8K | Added$549K |
| Creative Planning | 41.4K | $2.87M | $70.5K | Added$20.6K |
| BlackRock, Inc. | 36.7K | $2.54M | $62.5K | Added$39K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 34.3K | $2.37M | $8.58K | Added$2.03M |
| Citadel | 33.9K | $2.35M | $57.6K | Cut−$4.82M |
| Cetera Investment Advisers | 31.7K | $2.19M | $53.9K | Cut−$117K |
| Cypress Point Wealth Management, LLC | 29.9K | $2.07M | $50.8K | Cut−$121.4K |
| Clear Harbor Asset Management, LLC | 25.9K | $1.79M | $38.8K | Added$255.1K |
| Pure Financial Advisors, LLC | 25.2K | $1.74M | $42.9K | Added$29.4K |
| VICTORY CAPITAL MANAGEMENT INC | 25.2K | $1.74M | $31.4K | Added$497.2K |
| Summit Financial, LLC | 22.9K | $1.58M | $38K | Added$75K |
| OneDigital Investment Advisors LLC | 22.2K | $1.54M | $37.8K | Cut−$34.5K |
| Williams & Novak, LLC | 20.3K | $1.41M | $46.2K | Cut−$10.5K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 17.8K | $1.23M | $30.2K | Added$27.9K |
| SAX WEALTH ADVISORS, LLC | 17.8K | $1.2M | $1 | Cut−$33.3K |
| REBALANCE, LLC | 16.7K | $1.15M | $28.3K | Added$28.3K |
| Greenspring Advisors, LLC | 15.7K | $1.09M | $26.7K | Added$20.8K |
| NorthLanding Financial Partners, LLC | 14.5K | $1M | $24.6K | Added$25.3K |
| Integrated Wealth Concepts LLC | 14K | $971.6K | $23.7K | Added$32.8K |
| Perigon Wealth Management, LLC | 11.2K | $776.6K | $19.1K | Added$19.1K |
| Powerhouse Assets LLC | 10.7K | $741.9K | $15.5K | Added$125.7K |
| Mill Creek Capital Advisors, LLC | 10.5K | $727.8K | $17.9K | Added$17.9K |
| Trust Co of the South | 10.4K | $719.1K | $17.7K | Added$17.7K |
| MERCER GLOBAL ADVISORS INC /ADV | 9.84K | $680.6K | — | New |
| COMMONWEALTH EQUITY SERVICES, LLC | 9.73K | $673.4K | $16.6K | Added$8.52K |
| Falcon Wealth Planning | 9.55K | $660.6K | $16.2K | Cut−$62.8K |
| Avior Wealth Management, LLC | 9.47K | $654.9K | $16.1K | Cut−$10.9K |
| Farther Finance Advisors, LLC | 9.37K | $653.8K | $7.34K | Added$437K |
| Advisory Services Network, LLC | 9.35K | $646.8K | $15.9K | Added$14.9K |
| Glass Jacobson Investment Advisors llc | 9.15K | $633K | $12.2K | Added$149.8K |
| SIMON QUICK ADVISORS, LLC | 9.08K | $628.3K | $15.3K | Added$22.2K |
| JONES FINANCIAL COMPANIES LLLP | 8.94K | $606.3K | $3.22K | Cut−$41.5K |
| NOTTINGHAM ADVISORS, INC. | 8.3K | $574K | $14.1K | Added$14.1K |
| MB Generational Wealth, LLC | 7.64K | $528.9K | $13K | Added$13K |
| Corient Private Wealth LLC | 7.61K | $526.3K | $12.9K | Added$12.9K |
| AMERIPRISE FINANCIAL INC | 7.59K | $525.3K | $12.9K | Cut−$22.8K |
| COLDSTREAM CAPITAL MANAGEMENT INC | 7.23K | $500.4K | $12K | Added$23.2K |
| BIP Wealth, LLC | 7.17K | $495.8K | $8.05K | Added$176.2K |
| Index Fund Advisors, Inc. | 6.69K | $462.5K | $11.4K | Cut−$11.7K |
| Samalin Investment Counsel, LLC | 6.35K | $439.4K | $10.8K | Cut−$1.35K |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | 6.19K | $428K | $10.5K | Cut−$47.2K |
| Cascade Financial Partners, LLC | 5.81K | $401.8K | $9.87K | Added$9.87K |
| OSAIC HOLDINGS, INC. | 5.47K | $379.4K | $9.68K | Cut−$608.3K |
| GOULD ASSET MANAGEMENT LLC /CA/ | 5.37K | $371.2K | $8.49K | Added$34.1K |
| Valued Retirements, Inc. | 5.3K | $366.7K | $9.01K | Cut−$82.6K |
| ROYAL BANK OF CANADA | 5.28K | $365K | $8.65K | Added$22K |
| JANE STREET GROUP, LLC | 5.08K | $351.5K | $8.64K | Cut−$533.4K |
| Sigma Planning Corp | 4.74K | $327.9K | — | New |
| Focus Partners Wealth | 4.55K | $314.6K | $7.73K | Added$7.73K |
| Private Advisor Group, LLC | 4.26K | $294.7K | — | New |
| Virtue Capital Management, LLC | 4.09K | $275.8K | −$3.07K | Cut−$15.7K |
| JPMORGAN CHASE & CO | 4K | $270.2K | −$0 | Cut−$18.1K |
| Brooklyn Investment Group | 3.86K | $267.3K | $7.38K | Added$50.8K |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 3.62K | $247.6K | $4.18K | Added$4.18K |
| Kohmann Bosshard Financial Services, LLC | 3.5K | $242K | $5.94K | Added$5.54K |
| Harbour Capital Advisors, LLC | 3.11K | $239.2K | — | New |
| HighTower Advisors, LLC | 3.42K | $236.4K | — | New |
| AlphaCore Capital LLC | 3.26K | $225.3K | $5.54K | Added$5.54K |
| STIFEL FINANCIAL CORP | 3.23K | $223.7K | $5.5K | Added$5.5K |
| Cerity Partners LLC | 2.95K | $203.8K | — | New |
| SBI Securities Co., Ltd. | 1.29K | $89.2K | $2.05K | Added$7.93K |
| Fidelity | 1.14K | $79.1K | $1.98K | Cut−$2.67K |
| Strategic Wealth Partners, Ltd. | 1.13K | $78.3K | $1.92K | Added$1.92K |
| MASECO LLP | 1.11K | $77K | $2.1K | Cut−$25.7K |
| Bogart Wealth, LLC | 1.05K | $72.7K | $1.79K | Added$1.79K |
| Triumph Capital Management | 786 | $54.4K | $1.3K | Cut−$14.4K |
| AdvisorNet Financial, Inc | 570 | $39.5K | $956 | Added$1.51K |
| HARBOUR INVESTMENTS, INC. | 475 | $32.9K | $809 | Added$809 |
| Russell Investments Group, Ltd. | 468 | $32.4K | $795 | Cut−$14.1K |
| MAI Capital Management | 456 | $31.5K | $335 | Added$18.3K |
| Noble Wealth Management PBC | 400 | $27.7K | $680 | Added$680 |
| Hilton Head Capital Partners, LLC | 340 | $23.5K | $578 | Added$578 |
| Rockefeller Capital Management L.P. | 324 | $22.4K | $552 | Added$552 |
| MB, LEVIS & ASSOCIATES, LLC | 302 | $20.9K | $514 | Added$514 |
| PNC Financial Services Group, Inc. | 244 | $16.9K | $415 | Added$415 |
| BANK OF MONTREAL /CAN/ | 210 | $14.5K | $357 | Added$357 |
| Princeton Global Asset Management LLC | 193 | $13.4K | $328 | Added$328 |
| Allworth Financial LP | 185 | $12.8K | $314 | Added$247 |
| AE Wealth Management LLC | 148 | $10.2K | $252 | Added$252 |
| Advocate Investing Services LLC | 145 | $10K | $246 | Added$246 |
| Capital Investment Advisory Services, LLC | 110 | $7.61K | $187 | Added$187 |
| BLAIR WILLIAM & CO/IL | 110 | $7.61K | $187 | Added$187 |
| BASSO CAPITAL MANAGEMENT, L.P. | 105 | $7.26K | $179 | Added$179 |
| CoreCap Advisors, LLC | 57 | $3.94K | $97 | Added$97 |
| Steward Partners Investment Advisory, LLC | 50 | $3.46K | $85 | Added$85 |
| Richardson Capital Management LLC | 42 | $2.92K | $71 | Added$71 |
| Smartleaf Asset Management LLC | 40 | $2.7K | $7 | Added$7 |
| EASTERN BANK | 22 | $1.52K | — | New |
| Janney Montgomery Scott LLC | 9.05K | $626 | $14 | Added$90 |
| Tower Research Capital LLC (TRC) | 2 | $138 | $3 | Cut−$267 |
| Van Berkom & Associates Inc. | 700 | $48 | — | New |