| MORGAN STANLEY | 1.8M | $116.8M | $31.1M | Added$30.8M |
| BANK OF AMERICA CORP /DE/ | 1.53M | $98.9M | $16.8M | Added$52.5M |
| PGIM Custom Harvest LLC | 1.46M | $94.5M | $25M | Added$25.5M |
| WELLS FARGO & COMPANY/MN | 970.8K | $62.9M | $16.1M | Added$18.5M |
| BNP PARIBAS FINANCIAL MARKETS | 802.7K | $52M | $417.2K | Added$50.8M |
| GOLDMAN SACHS GROUP INC | 722.7K | $46.8M | $12.5M | Added$12.5M |
| LPL Financial LLC | 626.1K | $40.6M | $8.17M | Added$18M |
| UBS Group AG | 612.9K | $39.7M | $10.4M | Added$11M |
| ROYAL BANK OF CANADA | 387.5K | $25.1M | $6.16M | Added$8.12M |
| Quadrature Capital Ltd | 311K | $20.1M | — | New |
| AMERIPRISE FINANCIAL INC | 304.1K | $19.7M | $5.27M | Added$2.8M |
| BRIGHT ROCK CAPITAL MANAGEMENT, LLC | 300K | $19.4M | $5.17M | Added$5.17M |
| MML INVESTORS SERVICES, LLC | 247K | $16M | $4.21M | Added$4.38M |
| Banco Santander, S.A. | 195.3K | $12.6M | $2.92M | Added$4.59M |
| JPMORGAN CHASE & CO | 179.4K | $11.8M | $1.37M | Added$8.14M |
| RAYMOND JAMES FINANCIAL INC | 175.1K | $11.3M | $2.62M | Added$4.11M |
| TUDOR INVESTMENT CORP ET AL | 172.8K | $11.2M | $294.4K | Added$10.4M |
| MARSHALL WACE, LLP | 158.8K | $10.3M | — | New |
| Mariner, LLC | 139.5K | $9.04M | $2.41M | Added$2.36M |
| RPS ADVISORY SOLUTIONS LLC | 133.9K | $8.68M | — | New |
| WealthCare Asset Management, LLC | 129.8K | $8.41M | — | New |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 125.9K | $8.15M | $832.4K | Added$5.86M |
| OSAIC HOLDINGS, INC. | 119.2K | $7.72M | $1.99M | Added$2.24M |
| Allianz Asset Management GmbH | 118.7K | $7.68M | — | New |
| JONES FINANCIAL COMPANIES LLLP | 110.4K | $7.31M | $1.8M | Added$2.72M |
| AE Wealth Management LLC | 110.7K | $7.17M | $123.4K | Added$6.83M |
| AMG National Trust Bank | 107.4K | $6.95M | $1.82M | Added$1.93M |
| ENVESTNET ASSET MANAGEMENT INC | 106.2K | $6.88M | $783.4K | Added$4.72M |
| Cetera Investment Advisers | 102.8K | $6.66M | $1.77M | Added$1.73M |
| COMMONWEALTH EQUITY SERVICES, LLC | 102.7K | $6.65M | $1.77M | Added$675.5K |
| Baird Financial Group, Inc. | 100.2K | $6.49M | $483.4K | Added$5.16M |
| Renaissance Technologies | 73.7K | $4.77M | — | New |
| Zurich Insurance Group Ltd/FI | 71.7K | $4.64M | $1.22M | Added$843.1K |
| Kestra Advisory Services, LLC | 68.2K | $4.42M | $1.18M | Added$829.2K |
| FORTE ASSET MANAGEMENT LLC | 65.2K | $4.22M | $1.12M | Added$1.09M |
| Three Seasons Wealth, LLC | 64.7K | $4.19M | — | New |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. | 59.6K | $3.86M | $1.03M | Added$330.9K |
| HighTower Advisors, LLC | 56.6K | $3.66M | $796.1K | Added$1.47M |
| Gerald Baker Financial Group LLC | 54.4K | $3.53M | — | Held |
| VestGen Advisors, LLC | 56.6K | $3.46M | — | New |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 52K | $3.37M | $97.3K | Added$3.1M |
| Hilltop Holdings Inc. | 51.1K | $3.31M | $881.7K | Cut−$888.1K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 49.8K | $3.13M | $344.9K | Added$1.97M |
| Artesa Financial Group, LLC | 48.1K | $3.11M | $793.5K | Added$925.6K |
| Counterweight Ventures, LLC | 46.3K | $3M | $223.6K | Added$2.38M |
| Biondo Investment Advisors, LLC | 46.1K | $2.99M | $767.4K | Added$872.1K |
| Pinnacle Financial Partners, Inc. | 45.2K | $2.93M | $769.8K | Added$806.7K |
| STIFEL FINANCIAL CORP | 42.8K | $2.77M | $654.6K | Added$966K |
| Avidian Wealth Enterprises, LLC | 41.6K | $2.69M | $716.9K | Added$643.9K |
| Symphony Financial, Ltd. Co. | 39.4K | $2.6M | — | New |
| Steward Partners Investment Advisory, LLC | 38.2K | $2.48M | $659K | Added$562.5K |
| Wealthstar Advisors, LLC | 37.9K | $2.46M | $653.9K | Cut−$85.9K |
| Waterloo Capital, L.P. | 37.5K | $2.43M | $644.6K | Added$653.9K |
| Quantinno Capital Management LP | 37.3K | $2.41M | $598.9K | Added$763.4K |
| First Citizens Financial Corp | 35.7K | $2.31M | $614.8K | Added$614.4K |
| CAPTRUST FINANCIAL ADVISORS | 35K | $2.27M | $580.6K | Added$665.3K |
| BlackRock, Inc. | 34.5K | $2.23M | $515.4K | Added$813K |
| SOUTHERN CAPITAL ADVISORS, LLC | 34.1K | $2.21M | — | New |
| TRUIST FINANCIAL CORP | 31.9K | $2.06M | $265.2K | Added$1.33M |
| Creative Planning | 29.7K | $1.93M | $482.8K | Added$595.3K |
| Crestwood Advisors Group, LLC | 29.3K | $1.9M | $505.9K | Added$501.3K |
| Foundation Wealth Management, LLC | 27.5K | $1.78M | $473.4K | Added$457.8K |
| Apeiron RIA LLC | 27.5K | $1.78M | — | New |
| Heartwood Wealth Advisors LLC | 26.4K | $1.71M | $324K | Added$816.8K |
| MERCER GLOBAL ADVISORS INC /ADV | 26.2K | $1.7M | $451.4K | Added$431.5K |
| Headlands Technologies LLC | 24.9K | $1.61M | — | New |
| Ballew Advisors, Inc | 25.7K | $1.56M | $284K | Added$251.5K |
| Mutual Advisors, LLC | 23.9K | $1.55M | $410.9K | Added$412.3K |
| Allen Investment Management, LLC | 23.6K | $1.53M | $406K | Added$406K |
| WHITTIER TRUST CO OF NEVADA INC | 24.1K | $1.52M | $356.4K | Added$356.4K |
| Csenge Advisory Group | 23.1K | $1.5M | $399K | Added$344.8K |
| IHT Wealth Management, LLC | 22.8K | $1.48M | $284.6K | Added$276.8K |
| ROCKLAND TRUST CO | 22.6K | $1.46M | $389K | Added$349K |
| Sanctuary Advisors, LLC | 22.2K | $1.44M | $383.3K | Added$264K |
| OneDigital Investment Advisors LLC | 21.8K | $1.41M | $375.4K | Added$302.1K |
| Private Advisor Group, LLC | 21.8K | $1.41M | $375.1K | Added$351.1K |
| Wealth Management Partners, LLC | 21.6K | $1.4M | $373.2K | Added$372.9K |
| Corient Private Wealth LLC | 39.7K | $1.39M | −$494.3K | Cut−$528K |
| Asempa Wealth Advisors | 21.9K | $1.37M | $327K | Added$326.8K |
| HUNTINGTON NATIONAL BANK | 20.4K | $1.32M | $351.1K | Added$336.5K |
| Commonwealth Retirement Investments LLC | 20.1K | $1.3M | $347.2K | Added$173.1K |
| COTTONWOOD CAPITAL ADVISORS, LLC | 20K | $1.29M | $344.2K | Added$333.1K |
| XTX Topco Ltd | 19.6K | $1.27M | $204K | Added$703.9K |
| LIBERTY WEALTH MANAGEMENT LLC | 17.8K | $1.14M | $252.5K | Added$421.4K |
| Prospera Financial Services Inc | 17.6K | $1.14M | $303.7K | Added$302.7K |
| LEE JOHNSON CAPITAL MANAGEMENT, LLC | 17.4K | $1.13M | — | New |
| Beacon Pointe Advisors, LLC | 17.4K | $1.12M | $268.3K | Added$385.3K |
| INTEGRITY ALLIANCE, LLC. | 16.7K | $1.08M | — | New |
| HARMONY ASSET MANAGEMENT LLC | 16.5K | $1.07M | — | New |
| CWM, LLC | 16.4K | $1.06M | $1.06M | Added$1.06M |
| Rockefeller Capital Management L.P. | 16.1K | $1.04M | $277.4K | Added$181.5K |
| Merit Financial Group, LLC | 15.7K | $1.02M | — | New |
| Cerity Partners LLC | 15.4K | $999.7K | $170.2K | Added$530.3K |
| Arkadios Wealth Advisors | 15.2K | $981.6K | $224.5K | Added$362.6K |
| Ironwood Financial, llc | 15.1K | $976.2K | $236.6K | Added$236.5K |
| Ethos Financial Group, LLC | 20.5K | $973K | $0 | Held |
| KKM Financial LLC | 19.3K | $915.8K | $0 | Held |
| Blue Trust, Inc. | 13.7K | $888.4K | $235.9K | Added$237.9K |
| Grove Bank & Trust | 13.6K | $881.4K | $234.6K | Added$234.6K |
| DAVENPORT & Co LLC | 13.3K | $859.9K | $228.9K | Added$221.5K |
| FOUNDERS FINANCIAL SECURITIES LLC | 14.1K | $859.3K | $187.7K | Added$187.9K |
| Strategic Blueprint, LLC | 12.8K | $827.1K | $220.1K | Added$148.3K |
| Tradition Wealth Management, LLC | 12.7K | $822.8K | $219K | Added$219K |
| Farther Finance Advisors, LLC | 13.1K | $816.9K | $174.7K | Added$260.7K |
| NAVELLIER & ASSOCIATES INC | 12.2K | $790K | $210.3K | Cut−$51.3K |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 12K | $780K | $207.6K | Added$148.3K |
| Northwest Wealth Advisors, LLC | 12K | $777K | $201.2K | Added$222.5K |
| PFG Advisors | 11.8K | $761.5K | — | New |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 11.7K | $757.8K | $201.7K | Added$201.7K |
| Wealthspire Advisors, LLC | 11.7K | $757.5K | $125.1K | Added$412.6K |
| Concord Investment Counsel Inc. | 10.9K | $703.2K | $140.9K | Added$314.7K |
| Pathstone Holdings, LLC | 10.7K | $693.2K | $184.5K | Cut−$365.4K |
| Financial Partners Group, Inc | 10.6K | $685K | $112.7K | Added$121.9K |
| Empirical Asset Management, LLC | 10.2K | $663.6K | $167.7K | Added$201.2K |
| Retirement Planning Group, LLC | 10K | $650.7K | $173.2K | Added$135K |
| Banque Cantonale Vaudoise | 10K | $648K | — | New |
| JOURNEY STRATEGIC WEALTH LLC | 9.97K | $645.7K | $171.9K | Added$65.1K |
| Astoria Portfolio Advisors LLC. | 10.6K | $640.9K | — | New |
| Kesler, Norman & Wride, LLC | 9.71K | $628.7K | — | New |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 9.59K | $621.3K | $165.4K | Added$161.8K |
| BANK OF MONTREAL /CAN/ | 9.46K | $612.9K | $153.3K | Added$190.1K |
| CrossGen Wealth, LLC | 9.19K | $594.9K | $157.5K | Added$160.8K |
| Cadent Capital Advisors, LLC | 9.02K | $584.4K | — | New |
| Vivaldi Capital Management LP | 8.97K | $581.2K | $154.7K | Added$154.7K |
| Meridian Wealth Management, LLC | 8.88K | $575.3K | $132.3K | Added$210.5K |
| Narwhal Capital Management | 8.82K | $571.6K | $152.1K | Added$152.1K |
| Simmons Bank | 8.74K | $566.2K | $150.7K | Added$132.9K |
| Balyasny Asset Management L.P. | 8.73K | $565.7K | — | New |
| Brookstone Capital Management | 8.45K | $547.3K | $125.4K | Added$201.6K |
| Lifestyle Asset Management, Inc. | 8.36K | $541.5K | — | New |
| MCF Advisors LLC | 8.34K | $539.9K | $143.7K | Added$143.7K |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 8.29K | $536.7K | $142.9K | Added$142.9K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 8.28K | $536K | $142.7K | Added$36.6K |
| Equitable Holdings, Inc. | 11.2K | $531.6K | $1.21K | Added$61.3K |
| TRUE Private Wealth Advisors | 8.21K | $531.6K | $141.5K | Added$23K |
| Yukon Wealth Management, Inc. | 8.2K | $531.2K | $73.3K | Added$73.5K |
| Integrated Wealth Concepts LLC | 8.19K | $530.4K | — | New |
| Curi Capital, LLC | 8.15K | $527.6K | $140.4K | Added$140.4K |
| Fidelity | 8.12K | $526K | $112.9K | Added$214.7K |
| Magnus Financial Group LLC | 8K | $517.9K | $137.9K | Added$137.9K |
| PNC Financial Services Group, Inc. | 7.98K | $516.8K | $137.6K | Added$135.9K |
| Symphony Financial Services, Inc. | 7.93K | $513.5K | $128K | Added$160.5K |
| AlphaCore Capital LLC | 7.77K | $503.3K | $134K | Added$34.8K |
| Asset One Wealth Management LLC | 8.42K | $498.7K | $48K | Added$92.7K |
| GRIFFIN ASSET MANAGEMENT, INC. | 7.69K | $498.1K | $132.6K | Added$129.4K |
| Chicago Partners Investment Group LLC | 8K | $479.6K | $47.4K | Added$167.2K |
| Capital Investment Advisors, LLC | 7.34K | $475.4K | $126.4K | Added$127K |
| Mayflower Financial Advisors, LLC | 7.23K | $468.2K | $124.6K | Added$123.3K |
| Dakota Wealth Management | 7.15K | $463K | — | New |
| RWA WEALTH PARTNERS, LLC | 7.1K | $459.9K | $122.4K | Added$122.4K |
| Chemistry Wealth Management LLC | 6.98K | $451.8K | $120.3K | Added$120.3K |
| LAZARI CAPITAL MANAGEMENT, INC. | 6.95K | $450.2K | $119.8K | Added$119.8K |
| Clearwave Capital, LLC | 6.94K | $449.6K | $119.4K | Added$120.5K |
| Ameritas Advisory Services, LLC | 6.92K | $448K | $113.8K | Added$134.4K |
| Cresset Asset Management, LLC | 6.9K | $446.9K | $117.2K | Added$123.8K |
| Lakeshore Capital Group, Inc. | 6.87K | $444.6K | $118.3K | Added$115.7K |
| Millennium Capital Advisors, LLC | 6.83K | $442.4K | $117.7K | Added$117.8K |
| Bernardo Wealth Planning LLC | 6.83K | $442.2K | $117.7K | Added$93K |
| Kilter Group LLC | 6.66K | $431.2K | $114.8K | Added$114.8K |
| Atria Investments, Inc | 6.53K | $422.6K | $112.5K | Added$39.3K |
| Pekin Hardy Strauss, Inc. | 6.42K | $415.5K | $110.6K | Added$105.4K |
| Sigma Planning Corp | 6.1K | $395.1K | $105.2K | Added$103.9K |
| JANE STREET GROUP, LLC | 6.02K | $389.7K | — | New |
| FIFTH THIRD BANCORP | 5.98K | $387.1K | $6.9K | Added$368.1K |
| Spire Wealth Management | 5.96K | $385.9K | $102.3K | Added$104K |
| Qube Research & Technologies Ltd | 5.95K | $385.3K | — | New |
| FIRST NATIONAL BANK OF OMAHA | 5.84K | $382.8K | $103.4K | Cut−$12.8K |
| Cassaday & Co Wealth Management LLC | 5.89K | $381.4K | $101.5K | Added$101.5K |
| TRANSCEND CAPITAL ADVISORS, LLC | 5.85K | $379.2K | — | New |
| EVOKE WEALTH, LLC | 5.76K | $373.2K | — | New |
| Icahn Capital | 5.74K | $371.5K | $75.4K | Added$163.5K |
| MITCHELL MCLEOD PUGH & WILLIAMS INC | 5.71K | $370.2K | $48.7K | Added$48.7K |
| Adirondack Capital Advisors, LLC | 5.7K | $369.2K | $98.3K | Added$98.3K |
| PROMETHIUM ADVISORS,LLC | 5.67K | $367.2K | $97.8K | Added$97.8K |
| NewEdge Advisors, LLC | 67.8K | $365.4K | −$1.68M | Cut−$1.53M |
| ALLSTATE CORP | 5.57K | $360.6K | — | New |
| Next Capital Management LLC | 5.5K | $356.2K | $94.8K | Added$94.8K |
| Sunbelt Securities, Inc. | 5.49K | $355.5K | $94.6K | Cut−$6.59K |
| D.A. DAVIDSON & CO. | 5.27K | $341.2K | $90.8K | Added$63.6K |
| EP Wealth Advisors, LLC | 5.18K | $335.6K | $89.3K | Added$84.7K |
| Kraft, Davis & Associates, LLC | 5.32K | $335.4K | $70.9K | Added$70.9K |
| Legacy Wealth Partners, LLC | 5.18K | $335.4K | — | New |
| Concurrent Investment Advisors, LLC | 5.07K | $328.3K | $86.8K | Added$89K |
| Apollon Wealth Management, LLC | 5.03K | $325.5K | $86.6K | Added$47.7K |
| FIRST CITIZENS BANK & TRUST CO | 5K | $323.9K | $86.2K | Added$86.2K |
| Global Financial Private Client, LLC | 4.97K | $321.8K | $85.6K | Added$85.6K |
| Ashton Thomas Private Wealth, LLC | 4.94K | $319.9K | — | New |
| MONTAG A & ASSOCIATES INC | 4.92K | $319K | $84.9K | Added$84.9K |
| Allegheny Financial Group | 4.92K | $318.8K | $84.9K | Added$71.5K |
| Focus Partners Wealth | 4.83K | $313K | — | New |
| Y-Intercept (Hong Kong) Ltd | 4.78K | $309.5K | — | New |
| Fisher Asset Management, LLC | 4.77K | $309.2K | — | New |
| Independent Advisor Alliance | 4.5K | $291.6K | — | New |
| Valmark Advisers, Inc. | 4.49K | $290.5K | $75.7K | Added$81.7K |
| Daybright Advisory Services, Inc. | 4.47K | $289.8K | $76.9K | Added$77.9K |
| EQ LLC | 4.46K | $289K | $76.9K | Added$2.12K |
| Regal Investment Advisors LLC | 4.45K | $288.1K | — | New |
| Gladstone Institutional Advisory LLC | 4.38K | $283.9K | $75.6K | Cut−$49.1K |
| Christensen, King & Associates Investment Services, Inc. | 4.32K | $279.8K | $74.3K | Added$75.1K |
| Rosenberg Matthew Hamilton | 4.24K | $274.8K | $73.1K | Added$65.2K |
| Aptus Capital Advisors, LLC | 4.22K | $273.5K | $72.8K | Added$55.9K |
| Trilogy Capital Inc. | 4.21K | $272.6K | — | New |
| May Barnhard Investments LLC | 4.2K | $272.2K | — | New |
| Lantz Financial LLC | 4.19K | $271.6K | — | New |
| U.S. Capital Wealth Advisors, LLC | 4.19K | $271.4K | — | New |
| Advisory Services Network, LLC | 4.18K | $270.7K | — | New |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | 4.15K | $268.7K | — | New |
| MONEY CONCEPTS CAPITAL CORP | 4.02K | $260.2K | — | New |
| Hubbell Strickland Wealth Management, LLC | 3.96K | $256.8K | — | New |
| Prime Capital Investment Advisors, LLC | 3.89K | $251.8K | — | New |
| Holistic Financial Partners | 3.87K | $250.5K | — | New |
| Summit Financial Wealth Advisors, LLC | 3.86K | $250.1K | — | New |
| INDEPENDENT FINANCIAL GROUP, LLC | 3.82K | $247.6K | — | New |
| &PARTNERS | 3.79K | $245.4K | $65.3K | Added$28.8K |
| KINGSWOOD WEALTH ADVISORS, LLC | 3.77K | $244.1K | — | New |
| Summit Financial, LLC | 3.74K | $242.3K | — | New |
| CHOREO, LLC | 3.73K | $241.3K | — | New |
| Montecito Bank & Trust | 3.73K | $241.3K | — | New |
| Stratos Wealth Partners, LTD. | 3.71K | $240.4K | — | New |
| Financial Life Planners | 3.71K | $240.3K | — | New |
| Milestone Asset Management Group, LLC | 3.71K | $240K | — | New |
| ASPIRIANT, LLC | 3.65K | $236.7K | — | New |
| Clear Creek Financial Management, LLC | 3.62K | $234.5K | — | New |
| BLAIR WILLIAM & CO/IL | 3.55K | $230.2K | $61.2K | Added$61.4K |
| Sprinkle Financial Consultants LLC | 3.5K | $226.5K | — | New |
| SCOTIA CAPITAL INC. | 3.43K | $222K | — | New |
| Well Done, LLC | 3.29K | $213.1K | — | New |
| Fifth Third Securities, Inc. | 3.24K | $209.7K | — | New |
| Detalus Advisors, LLC | 3.23K | $209.3K | — | New |
| AGP FRANKLIN, LLC | 3.14K | $203.6K | — | New |
| Investors Research Corp | 3.05K | $197.5K | $52.6K | Added$52.6K |
| CoreCap Advisors, LLC | 2.49K | $161.3K | $42.9K | Added$42.9K |
| Quest 10 Wealth Builders, Inc. | 2.48K | $160.8K | $42.8K | Added$34K |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2.4K | $149.6K | $19.3K | Added$88K |
| HARBOUR INVESTMENTS, INC. | 2.29K | $148.2K | $20.9K | Added$90.6K |
| BELLEVUE ASSET MANAGEMENT, LLC | 2.23K | $144.4K | $38.4K | Added$37.9K |
| Advisors Preferred, LLC | 2.01K | $130.1K | — | New |
| Golden State Wealth Management, LLC | 2K | $129.4K | $30.3K | Added$45.7K |
| Glass Jacobson Investment Advisors llc | 1.9K | $123.3K | $32.8K | Added$32.8K |
| MATRIX PRIVATE CAPITAL GROUP LLC | 1.89K | $122.4K | $32.6K | Added$32.6K |
| TWIN PEAKS WEALTH ADVISORS, LLC | 1.78K | $115.2K | — | New |
| Parallel Advisors, LLC | 1.65K | $106.7K | $18.3K | Added$56.2K |
| Western Wealth Management, LLC | 1.59K | $103.2K | — | New |
| Geneos Wealth Management Inc. | 1.57K | $102K | $27.2K | Added$27.2K |
| WealthShield Partners, LLC | 1.55K | $100.6K | $26.8K | Added$26.8K |
| SOA Wealth Advisors, LLC. | 1.51K | $97.5K | $25.8K | Added$26.3K |
| Capital Investment Advisory Services, LLC | 1.47K | $95.3K | $25.4K | Added$25.4K |
| US BANCORP \DE\ | 1.45K | $94K | $25K | Cut−$10.7K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 1.39K | $90K | $12.1K | Added$56.7K |
| IFP Advisors, Inc | 1.37K | $88.5K | $23.6K | Added$21K |