| JANE STREET GROUP, LLC | 458.3K | $53.2M | — | New |
| Korea Investment CORP | 436.1K | $50.6M | $2.47M | Added$5.47M |
| BlackRock, Inc. | 179K | $20.8M | — | New |
| MORGAN STANLEY | 144.5K | $16.8M | $829.7K | Added$1.58M |
| Pioneer Family Office, LLC | 115.3K | $13.4M | $183.2K | Added$10M |
| BANK OF MONTREAL /CAN/ | 109.3K | $12.7M | $23.3K | Added$12.3M |
| Nilsine Partners, LLC | 78.2K | $9.93M | $475.2K | Added$6.86M |
| UBS Group AG | 83K | $9.63M | $416.4K | Added$2M |
| BANK OF AMERICA CORP /DE/ | 60.1K | $6.97M | $149K | Added$4.24M |
| WELLS FARGO & COMPANY/MN | 59.3K | $6.88M | $273K | Added$1.89M |
| CoreCap Advisors, LLC | 41.3K | $4.79M | $248.1K | Cut−$453.6K |
| Advisory Services Network, LLC | 39.8K | $4.62M | $39K | Added$3.9M |
| Monument Capital Management | 36.1K | $4.19M | $216.8K | Added$173.8K |
| ROYAL BANK OF CANADA | 34.6K | $4.01M | $166.2K | Added$960K |
| NewSquare Capital LLC | 33.2K | $3.85M | $59.3K | Added$2.77M |
| LPL Financial LLC | 32.7K | $3.8M | $196.8K | Cut−$2.6M |
| NEPC LLC | 31.1K | $3.61M | $186.7K | Added$186.7K |
| HighTower Advisors, LLC | 28.1K | $3.26M | $173K | Added$107.1K |
| RAYMOND JAMES FINANCIAL INC | 26.9K | $3.12M | $110.9K | Added$1.09M |
| Swiss Life Asset Management Ltd | 26.6K | $3.09M | $160K | Cut−$358.4K |
| COMMONWEALTH EQUITY SERVICES, LLC | 26.6K | $3.08M | $139.7K | Added$525.4K |
| MML INVESTORS SERVICES, LLC | 25.2K | $2.93M | $151.6K | Cut−$485.5K |
| DRW Securities, LLC | 21.1K | $2.44M | — | New |
| Equitable Holdings, Inc. | 10.9K | $2.39M | $1.18M | Added$921.5K |
| Sepio Capital, LP | 18.4K | $2.14M | $110.6K | Cut−$160.5K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 18K | $2.09M | — | New |
| BLAIR WILLIAM & CO/IL | 15.1K | $1.75M | $34.8K | Added$1.11M |
| ENVESTNET ASSET MANAGEMENT INC | 15K | $1.74M | $89.4K | Added$106.1K |
| Cetera Investment Advisers | 14.4K | $1.67M | $86.7K | Cut−$1.14M |
| OLD MISSION CAPITAL LLC | 13.5K | $1.56M | — | New |
| Mill Creek Capital Advisors, LLC | 13.1K | $1.52M | $66.4K | Added$303K |
| OSAIC HOLDINGS, INC. | 12.9K | $1.5M | $78K | Cut−$906.3K |
| DAVENPORT & Co LLC | 12.8K | $1.48M | $68.5K | Added$226.8K |
| Rockefeller Capital Management L.P. | 11.6K | $1.34M | $5.9K | Added$1.23M |
| CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 11.1K | $1.29M | $66.6K | Cut−$9.4K |
| Beacon Pointe Advisors, LLC | 11K | $1.28M | $38.9K | Added$565.2K |
| Legacy Capital Group California, Inc. | 11K | $1.27M | $66K | Cut−$10K |
| Wealthfront Advisers LLC | 10.7K | $1.24M | $41.8K | Added$474.7K |
| D. E. Shaw & Co., Inc. | 9.62K | $1.12M | $57.8K | Cut−$71.3K |
| Csenge Advisory Group | 9.26K | $1.07M | $55.6K | Cut−$408.8K |
| Kestra Advisory Services, LLC | 8.86K | $1.03M | $33.1K | Added$421.6K |
| Trek Financial, LLC | 8.69K | $1.01M | $12.4K | Added$781.7K |
| RVW Wealth, LLC | 8.3K | $963.4K | $46.8K | Added$107.1K |
| STIFEL FINANCIAL CORP | 7.35K | $852.7K | $39.7K | Added$126.1K |
| Knollwood Investment Advisory, LLC | 6.92K | $803.6K | $41.6K | Added$41.6K |
| US BANCORP \DE\ | 6.87K | $796.7K | $6.92K | Added$670.1K |
| Focus Partners Wealth | 6.33K | $734.3K | $24.6K | Added$283.1K |
| TD Waterhouse Canada Inc. | 5.89K | $692.7K | $14.7K | Added$486.4K |
| Castle Rock Wealth Management, LLC | 5.69K | $670.4K | — | New |
| ZACKS INVESTMENT MANAGEMENT | 5.55K | $644.2K | $33.4K | Cut−$75.7K |
| Beaumont Financial Advisors, LLC | 5.55K | $644K | $33.4K | Added$33.4K |
| GeoWealth Management, LLC | 5.45K | $632.8K | — | New |
| TRUST CO OF OKLAHOMA | 5.04K | $584.4K | — | New |
| Arrow Investment Advisors, LLC | 4.5K | $521.7K | $25.3K | Added$59K |
| Texas Yale Capital Corp. | 4.47K | $518.7K | $26.9K | Added$26.9K |
| SCOTIA CAPITAL INC. | 4.4K | $510.7K | $25.6K | Added$41.6K |
| Evolution Wealth Advisors, LLC | 4.33K | $502.5K | $25K | Added$44.2K |
| AMERIPRISE FINANCIAL INC | 4.31K | $500.1K | $25.9K | Cut−$24.3K |
| Mariner, LLC | 4.29K | $490.7K | $10.3K | Added$233.6K |
| Calydon Capital | 4.12K | $478.1K | — | New |
| Blue Trust, Inc. | 4.11K | $477.2K | $24.7K | Cut−$23.3K |
| Wealth Care LLC | 4.11K | $476.5K | — | Held |
| Rinkey Investments | 4.08K | $472.9K | $11.1K | Added$269.6K |
| Nadler Financial Group, Inc. | 4.05K | $470K | $24.3K | Cut−$14.2K |
| RWA WEALTH PARTNERS, LLC | 3.94K | $457.4K | $23.7K | Added$23.7K |
| Israel Discount Bank of New York | 3.92K | $454.9K | $23.6K | Cut−$38.6K |
| KKM Financial LLC | 4K | $440K | $0 | Held |
| CERTUITY, LLC | 3.72K | $431.6K | $22.2K | Added$22.4K |
| Wealthspire Advisors, LLC | 3.61K | $418.9K | — | New |
| Creative Planning | 3.58K | $415.2K | $18.1K | Added$84.2K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 3.42K | $403K | $5.29K | Cut−$270K |
| Summit Place Financial Advisors, LLC | 3.41K | $395.7K | $20.5K | Added$9.49K |
| Cyndeo Wealth Partners, LLC | 3.4K | $394.5K | $20.4K | Cut−$19.1K |
| Corient Private Wealth LLC | 3.4K | $393.9K | $19.4K | Added$38K |
| TRUIST FINANCIAL CORP | 3.39K | $393.4K | $20.4K | Cut−$52.4K |
| Osbon Capital Management LLC | 3.28K | $380.4K | $19.7K | Added$19.7K |
| JONES FINANCIAL COMPANIES LLLP | 3.33K | $379.1K | $10.9K | Added$66.8K |
| Copia Wealth Management | 3.18K | $369.5K | $4.15K | Added$293.4K |
| BigSur Wealth Management LLC | 3K | $348.1K | $18K | Added$18K |
| TORONTO DOMINION BANK | 2.9K | $337.1K | $17.5K | Added$17.5K |
| CAPTRUST FINANCIAL ADVISORS | 2.89K | $335.7K | $17.4K | Added$17.4K |
| Perennial Investment Advisors, LLC | 2.85K | $331K | $16.5K | Added$28.1K |
| Roundview Capital LLC | 2.85K | $330.4K | — | New |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2.78K | $329.1K | $22.3K | Added$40.1K |
| Private Advisor Group, LLC | 2.82K | $326.8K | — | New |
| Sanctuary Advisors, LLC | 2.63K | $305.3K | $15.8K | Added$15.7K |
| MERCER GLOBAL ADVISORS INC /ADV | 2.55K | $296.4K | — | New |
| Integrated Wealth Concepts LLC | 2.55K | $296.3K | — | New |
| BlackDiamond Wealth Management, LLC | 2.45K | $284.3K | −$13K | Cut−$13K |
| Miller Global Investments, LLC | 2.4K | $278.6K | $14.4K | Added$236 |
| Bank of New York Mellon Corp | 2.32K | $269.1K | $12K | Added$48.6K |
| EFG International AG | 2.3K | $266.9K | $13.8K | Added$13.8K |
| FLPUTNAM INVESTMENT MANAGEMENT CO | 2.11K | $245K | — | New |
| Sunpointe, LLC | 2.06K | $239.2K | — | New |
| Invesco Ltd. | 2.03K | $235.8K | — | New |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 2.02K | $235K | — | New |
| First National Trust Co | 2.02K | $235K | $12.2K | Added$12.2K |
| Mirae Asset Global Investments Co., Ltd. | 1.97K | $228K | $10.8K | Added$31.1K |
| Quantinno Capital Management LP | 1.96K | $227.4K | — | New |
| Able Wealth Management LLC | 1.91K | $221.6K | — | New |
| Mesirow Financial Investment Management, Inc. | 1.88K | $217.8K | — | New |
| SPIREPOINT PRIVATE CLIENT, LLC | 1.85K | $214.7K | $11.1K | Added$11.1K |
| SAGE FINANCIAL GROUP INC | 1.84K | $213.9K | $11.1K | Added$11.3K |
| CIBC Bancorp USA Inc. | 1.84K | $213.5K | — | Held |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 1.77K | $206K | — | New |
| Allworth Financial LP | 1.77K | $205.9K | $9.43K | Added$33.2K |
| Pathstone Holdings, LLC | 1.77K | $205.7K | — | New |
| Bernard Wealth Management Corp. | 1.56K | $180.9K | $9.37K | Added$9.37K |
| USA FINANCIAL FORMULAS | 1.49K | $172.3K | — | New |
| Fidelity | 1.07K | $124K | $6.42K | Added$4.44K |
| EDMOND DE ROTHSCHILD HOLDING S.A. | 986 | $114.4K | — | New |
| Graney & King, LLC | 980 | $113.7K | $5.89K | Added$5.89K |
| IFP Advisors, Inc | 867 | $100.6K | $2.42K | Added$56.3K |
| Provenance Wealth Advisors, LLC | 795 | $92.3K | — | New |
| CWM, LLC | 725 | $84.1K | $82.1K | Added$84K |
| Rialto Wealth Management, LLC | 676 | $78.4K | — | New |
| NATIONAL BANK OF CANADA /FI/ | 650 | $75.2K | $3.86K | Cut−$22.9K |
| Activest Wealth Management | 625 | $72.5K | $3.76K | Added$3.76K |
| Westside Investment Management, Inc. | 600 | $69.6K | $3.61K | Added$3.61K |
| Farther Finance Advisors, LLC | 572 | $67.8K | $4.85K | Added$4.85K |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 500 | $66.4K | — | New |
| Y.D. More Investments Ltd | 612 | $63.9K | $3.3K | Added$3.3K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 537 | $62.3K | $2.46K | Added$17.2K |
| Golden State Equity Partners | 500 | $58K | — | New |
| West Branch Capital LLC | 500 | $58K | $3.01K | Added$3K |
| Princeton Global Asset Management LLC | 428 | $49.7K | $1.82K | Added$16.3K |
| AlphaCore Capital LLC | 400 | $46.4K | $2.4K | Added$2.4K |
| Nova Wealth Management, Inc. | 384 | $44.6K | $2.31K | Added$2.31K |
| Rossby Financial, LCC | 373 | $44.2K | — | New |
| JFS WEALTH ADVISORS, LLC | 359 | $41.7K | $2.16K | Added$2.16K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 332 | $38.5K | $1.43K | Added$12.3K |
| Triumph Capital Management | 308 | $35.7K | $1.85K | Cut−$1.12K |
| AE Wealth Management LLC | 280 | $32.5K | $1.59K | Added$3.44K |
| Ashton Thomas Private Wealth, LLC | 259 | $30.1K | — | New |
| Horizon Investments, LLC | 232 | $26.9K | — | New |
| Arax Advisory Partners | 220 | $25.5K | $120 | Added$23.3K |
| JPMORGAN CHASE & CO | 220 | $24.3K | $37 | Added$3.79K |
| MCF Advisors LLC | 200 | $23.2K | $1.2K | Added$1.2K |
| VSM Wealth Advisory, LLC | 200 | $23.2K | $1.2K | Added$1.2K |
| Steward Partners Investment Advisory, LLC | 191 | $22.2K | $66 | Added$21K |
| HUNTINGTON NATIONAL BANK | 179 | $20.8K | — | New |
| RHUMBLINE ADVISERS | 170 | $19.7K | $1.02K | Added$1.02K |
| Viewpoint Capital Management LLC | 160 | $18.6K | $961 | Added$961 |
| PNC Financial Services Group, Inc. | 160 | $18.6K | $961 | Cut−$3.44K |
| Sound Income Strategies, LLC | 151 | $17.9K | −$20 | Added$14.3K |
| IMA Advisory Services, Inc. | 143 | $16.6K | $859 | Added$859 |
| FRANKLIN RESOURCES INC | 130 | $15.1K | $781 | Added$781 |
| SHP Wealth Management | 126 | $14.6K | $698 | Added$1.86K |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | 116 | $13.5K | — | New |
| FINANCIAL CONSULATE, INC | 108 | $12.5K | $649 | Added$649 |
| EverSource Wealth Advisors, LLC | 100 | $11.6K | $601 | Added$601 |
| Kiker Wealth Management, LLC | 72 | $8.36K | — | New |
| Battery Global Advisors, LLC | 56 | $6.5K | $2.43K | Cut−$248.2K |
| Ameritas Investment Partners, Inc. | 50 | $5.8K | $241 | Added$1.4K |
| 4Thought Financial Group Inc. | 34 | $3.92K | $209 | Cut−$338 |
| HARBOUR INVESTMENTS, INC. | 32 | $3.71K | — | New |
| ANGELES WEALTH MANAGEMENT, LLC | 29 | $3.37K | — | New |
| FLOW TRADERS U.S. LLC | 28.8K | $3.34K | $89 | Added$1.71K |
| FIFTH THIRD BANCORP | 26 | $3.02K | — | New |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 25 | $2.9K | $150 | Added$150 |
| North Star Investment Management Corp. | 20 | $2.32K | — | New |
| Smithfield Trust Co | 13.2K | $1.53K | $77 | Added$77 |
| ATLAS CAPITAL ADVISORS INC. | 7 | $812 | $42 | Added$42 |
| Glen Eagle Advisors, LLC | 5 | $593 | $30 | Added$30 |
| Analyst IMS Investment Management Services Ltd. | 3.81K | $442 | $22 | Added$45 |
| Colorado Capital Management, Inc. | 3.34K | $388 | $20 | Added$20 |
| Harel Insurance Investments & Financial Services Ltd. | 2.95K | $342 | — | New |
| Cambridge Investment Research Advisors, Inc. | 2.93K | $340 | $13 | Added$99 |
| Atlantic Union Bankshares Corp | 2 | $233 | $12 | Added$12 |
| CX Institutional | 527 | $61 | $3 | Added$3 |
| VALLEY NATIONAL ADVISERS INC | 96 | $11 | $1 | Added$1 |
| Covestor Ltd | 7 | $1 | $0 | Held |