| JPMORGAN CHASE & CO | 1.31M | $224.4M | $32.9K | Added$224.1M |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 767.5K | $135M | $10.3M | Added$63.1M |
| BANK OF AMERICA CORP /DE/ | 374.7K | $65.9M | $2.98M | Added$45.1M |
| MORGAN STANLEY | 272.9K | $48M | $5.69M | Added$8.1M |
| LPL Financial LLC | 170.3K | $30M | $2.23M | Added$14.3M |
| COMMERCE BANK | 108K | $19M | $2.37M | Added$1.88M |
| AE Wealth Management LLC | 101.3K | $17.8M | $379.9K | Added$15.2M |
| WELLS FARGO & COMPANY/MN | 100.2K | $17.6M | $1.64M | Added$6.16M |
| UBS Group AG | 80.9K | $14.2M | $1.75M | Added$1.97M |
| Destiny Wealth Partners, LLC | 79.4K | $14M | — | New |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 76.1K | $13.4M | $1.48M | Added$3.01M |
| BANK OF NOVA SCOTIA | 74.1K | $13M | $557.8K | Added$9.13M |
| TWO SIGMA INVESTMENTS, LP | 65.8K | $11.6M | — | New |
| PGIM Custom Harvest LLC | 65.2K | $11.5M | $1.43M | Cut−$35.3M |
| PRINCIPAL FINANCIAL GROUP INC | 57.5K | $10.1M | — | New |
| WealthCare Asset Management, LLC | 49.9K | $8.78M | — | New |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 39.8K | $7.01M | $471.1K | Added$3.7M |
| GOLDMAN SACHS GROUP INC | 35.3K | $6.22M | $776.2K | Added$596.8K |
| ROYAL BANK OF CANADA | 33.7K | $5.93M | $740.8K | Added$163K |
| Three Seasons Wealth, LLC | 29K | $5.1M | $637.2K | Cut−$20.7K |
| OSAIC HOLDINGS, INC. | 28.5K | $5.02M | $444.5K | Added$1.92M |
| Gerald Baker Financial Group LLC | 27.5K | $4.84M | — | Held |
| COMMONWEALTH EQUITY SERVICES, LLC | 26.2K | $4.61M | $575.9K | Added$139.1K |
| RAYMOND JAMES FINANCIAL INC | 25K | $4.39M | $541.4K | Added$593.2K |
| Cetera Investment Advisers | 23.4K | $4.12M | $355.2K | Added$1.63M |
| MILLENNIUM MANAGEMENT LLC | 23K | $4.05M | — | New |
| Summit Financial Consulting LLC | 21.7K | $3.82M | — | New |
| Conservest Capital Advisors, Inc. | 19.7K | $3.46M | $50.7K | Added$3.1M |
| MML INVESTORS SERVICES, LLC | 18.8K | $3.32M | $413.8K | Added$87.4K |
| MARSHALL WACE, LLP | 18.6K | $3.27M | — | New |
| Financial Planning Fort Collins, LLC | 17.1K | $3.16M | $522.1K | Added$256.2K |
| Steward Partners Investment Advisory, LLC | 15.1K | $2.66M | $155.6K | Added$1.57M |
| CoreCap Advisors, LLC | 14.5K | $2.55M | $4.74K | Added$2.52M |
| Focus Partners Wealth | 14.2K | $2.51M | $301.1K | Added$395.2K |
| Sanctuary Advisors, LLC | 13.7K | $2.41M | $282.8K | Added$423.4K |
| HighTower Advisors, LLC | 13.7K | $2.4M | $30.5K | Added$2.19M |
| Counterweight Ventures, LLC | 11.8K | $2.08M | $84.4K | Added$1.49M |
| DISCOVERY CAPITAL MANAGEMENT, LLC / CT | 11.7K | $2.05M | — | New |
| Rockefeller Capital Management L.P. | 11.6K | $2.04M | $254.6K | Added$252.7K |
| Pathway Financial Advisors LLC | 11.1K | $1.98M | $173.9K | Added$125K |
| Wealthstar Advisors, LLC | 11K | $1.93M | — | New |
| BANK OF MONTREAL /CAN/ | 9.1K | $1.6M | $199.8K | Added$185.2K |
| First Citizens Financial Corp | 8.92K | $1.57M | $195.9K | Added$188.7K |
| Mutual Advisors, LLC | 8.68K | $1.53M | $175.7K | Added$294.3K |
| Corient Private Wealth LLC | 8.52K | $1.48M | $173.1K | Added$130.9K |
| ENVESTNET ASSET MANAGEMENT INC | 8.42K | $1.48M | $149.1K | Added$434.6K |
| Navis Wealth Advisors, LLC | 8.12K | $1.43M | $177.7K | Added$181.8K |
| Gladstone Institutional Advisory LLC | 8.1K | $1.42M | $177.7K | Cut−$17.5K |
| Private Advisor Group, LLC | 7.94K | $1.4M | $174.4K | Cut−$615K |
| AMERIPRISE FINANCIAL INC | 7.5K | $1.32M | $104.5K | Added$571.9K |
| Composition Wealth, LLC | 7.49K | $1.32M | $164.4K | Cut−$497.5K |
| STIFEL FINANCIAL CORP | 6.99K | $1.23M | $86K | Added$627.8K |
| &PARTNERS | 6.52K | $1.15M | $145.4K | Added$63.4K |
| Kestra Advisory Services, LLC | 6.49K | $1.14M | $89.7K | Added$512.2K |
| Beacon Pointe Advisors, LLC | 6.41K | $1.13M | $135.2K | Added$180K |
| ROBERTS GLORE & CO INC /IL/ | 5.87K | $1.03M | $128.9K | Added$125.6K |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 5.76K | $1.03M | $144.4K | Added$77.1K |
| Stratos Wealth Advisors, LLC | 5.82K | $1.02M | — | New |
| Equitable Holdings, Inc. | 6.25K | $963K | — | New |
| JONES FINANCIAL COMPANIES LLLP | 5.3K | $905.3K | $62.7K | Added$336.6K |
| HARMONY ASSET MANAGEMENT LLC | 5.09K | $895K | — | New |
| SHERMAN PORFOLIOS, LLC | 5.09K | $895K | — | New |
| Mesirow Financial Investment Management, Inc. | 5.01K | $881.9K | $109.4K | Added$114.2K |
| Buck Wealth Strategies, LLC | 4.86K | $855.2K | — | New |
| PNC Financial Services Group, Inc. | 4.83K | $850.6K | $106.2K | Added$106.2K |
| FRANKLIN RESOURCES INC | 4.77K | $839.1K | $104.7K | Added$104.7K |
| Fidelity | 4.53K | $796.7K | $82K | Added$221.7K |
| Astoria Portfolio Advisors LLC. | 4.25K | $783.1K | −$4.38K | Cut−$76.8K |
| BLAIR WILLIAM & CO/IL | 4.43K | $778.7K | $11.6K | Added$697.4K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 4.34K | $776.4K | $62.8K | Added$124.1K |
| Wealth Management Partners, LLC | 4.41K | $776.2K | $63K | Added$334.6K |
| Simmons Bank | 4K | $703K | $87.8K | Added$66.2K |
| Blue Line Capital, LLC / IL | 3.95K | $694.3K | — | New |
| MERCER GLOBAL ADVISORS INC /ADV | 3.94K | $693.2K | $49K | Added$349.6K |
| Lifestyle Asset Management, Inc. | 3.83K | $673.1K | — | New |
| CITIGROUP INC | 3.77K | $662.4K | $82.7K | Cut−$7.63M |
| GTS SECURITIES LLC | 3.64K | $640.5K | — | New |
| Geneos Wealth Management Inc. | 3.62K | $636.2K | $72K | Added$131.8K |
| COTTONWOOD CAPITAL ADVISORS, LLC | 3.61K | $634.8K | $79.3K | Added$68.2K |
| Forvis Mazars Wealth Advisors, LLC | 3.6K | $633.6K | $79.1K | Added$72K |
| Quantinno Capital Management LP | 3.54K | $623.4K | $45.9K | Added$302.1K |
| Essex LLC | 3.54K | $622.6K | $77.7K | Added$77.6K |
| KINTRA WEALTH, LLC | 3.53K | $621.3K | — | New |
| Dakota Wealth Management | 3.5K | $615.7K | $76.9K | Added$76.9K |
| Empirical Asset Management, LLC | 3.47K | $610.3K | $76.2K | Added$76.2K |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 3.07K | $539.9K | $67.6K | Added$67.6K |
| Pathstone Holdings, LLC | 3.02K | $530.4K | $66.2K | Added$66.2K |
| Smartleaf Asset Management LLC | 3.05K | $522.5K | $48.1K | Added$10.8K |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 2.92K | $512.8K | $64K | Added$56.3K |
| Arkadios Wealth Advisors | 2.87K | $505.5K | $51.7K | Added$144.1K |
| Coastal Bridge Advisors, LLC | 2.77K | $486.4K | $60.7K | Added$60.1K |
| CAPTRUST FINANCIAL ADVISORS | 2.73K | $480.4K | $59.9K | Added$60K |
| FIFTH THIRD BANCORP | 2.71K | $476K | — | New |
| Spire Wealth Management | 2.62K | $461.6K | $56.4K | Added$65.9K |
| RPS ADVISORY SOLUTIONS LLC | 2.61K | $459K | — | New |
| HBW ADVISORY SERVICES LLC | 2.6K | $457.6K | — | New |
| Fifth Third Securities, Inc. | 2.6K | $457.6K | $56.4K | Added$62.4K |
| HFG Advisors, Inc. | 2.58K | $453.2K | $56.6K | Added$56.6K |
| Kesler, Norman & Wride, LLC | 2.56K | $450.9K | — | New |
| Expressive Wealth LLC | 2.41K | $449.3K | — | New |
| Wealthspire Advisors, LLC | 2.52K | $443.8K | $55.4K | Added$48.8K |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 2.38K | $419.2K | $52.3K | Added$52.3K |
| Scientech Research LLC | 2.35K | $413.4K | — | New |
| Mariner, LLC | 2.33K | $409.4K | $50K | Cut−$31.2K |
| StoneX Group Inc. | 2.3K | $404.6K | $45.8K | Added$83.1K |
| CreativeOne Wealth, LLC | 2.29K | $403.1K | $45.1K | Added$87K |
| Vivaldi Capital Management LP | 2.27K | $399.9K | $49.8K | Added$50.5K |
| Lakeshore Capital Group, Inc. | 2.24K | $393.5K | $49K | Added$45.9K |
| Legacy Advisors, LLC | 2.19K | $385.1K | $48K | Added$49K |
| Magnus Financial Group LLC | 2.16K | $380.2K | $44.6K | Added$66.8K |
| Mattern Wealth Management LLC | 2.15K | $377.3K | $47.1K | Added$907 |
| Stonebridge Financial Planning Group, LLC | 2.1K | $370.3K | $46.1K | Added$46.3K |
| Clear Creek Financial Management, LLC | 2.1K | $369.3K | $46.1K | Added$45.5K |
| Fisher Asset Management, LLC | 2.08K | $366.4K | — | New |
| NorthRock Partners, LLC | 2.07K | $363.8K | $45.2K | Added$45.4K |
| MAI Capital Management | 2K | $352.2K | $44K | Added$44.2K |
| Ifrah Financial Services, Inc. | 1.86K | $326.8K | $30.6K | Added$112.2K |
| Retirement Planning Group, LLC | 1.85K | $326K | $40.7K | Added$31.9K |
| Ethos Financial Group, LLC | 2.04K | $314.4K | $0 | Held |
| Virtue Capital Management, LLC | 1.81K | $310.6K | $26.5K | Added$1.63K |
| Daiwa Securities Group Inc. | 1.75K | $307.9K | $307.6K | Added$307.6K |
| Snowden Capital Advisors LLC | 1.74K | $306.6K | $38.3K | Added$38.3K |
| IHT Wealth Management, LLC | 1.74K | $305.5K | — | New |
| BTS Asset Management, Inc. | 1.71K | $300.5K | — | New |
| Creative Planning | 1.7K | $299.2K | — | New |
| Farther Finance Advisors, LLC | 1.67K | $298.7K | $41.4K | Added$18.3K |
| Advisory Services Network, LLC | 1.69K | $297.4K | — | New |
| Tidal Investments LLC | 1.69K | $296.4K | — | New |
| Sequoia Financial Advisors, LLC | 1.67K | $293.6K | $36.7K | Added$36.7K |
| SOUTHERN CAPITAL ADVISORS, LLC | 1.65K | $291.1K | $36.3K | Added$37K |
| CWM, LLC | 1.64K | $288K | $265.8K | Added$287.7K |
| Integrated Advisors Network LLC | 1.54K | $271.3K | — | New |
| First Heartland Consultants, Inc. | 1.54K | $270.2K | $33.7K | Cut−$171.7K |
| Titan Wealth (CI) Ltd | 1.5K | $264.1K | $33.3K | Added$33.3K |
| Gilman Hill Asset Management, LLC | 1.5K | $263.9K | $32.9K | Added$32.9K |
| EP Wealth Advisors, LLC | 1.49K | $262.1K | $32.7K | Cut−$1.61K |
| Busey Bank | 1.48K | $259.5K | $32.4K | Added$23.6K |
| Pinnacle Financial Partners, Inc. | 1.46K | $257.1K | $32.1K | Added$32.3K |
| Trueblood Wealth Management, LLC | 1.45K | $255.4K | $31.8K | Added$32.5K |
| ROMAN BUTLER FULLERTON & CO | 1.38K | $253.6K | — | New |
| Baird Financial Group, Inc. | 1.43K | $252.3K | $31.5K | Added$31.5K |
| Focus Financial Network, Inc. | 1.43K | $250.9K | $31.4K | Added$29.5K |
| Cardinal Point Capital Management ULC | 1.36K | $240.1K | $30.5K | Added$30.5K |
| Junk Investment Group, LLC | 1.32K | $233K | — | Held |
| OPPENHEIMER & CO INC | 1.32K | $231.5K | — | New |
| Independent Advisor Alliance | 1.31K | $230.5K | — | New |
| PICTON MAHONEY ASSET MANAGEMENT | 1.3K | $228.7K | $24.2K | Added$59.4K |
| RAM Investment Partners, LLC | 1.3K | $228.4K | — | New |
| STEPHENS INC /AR/ | 1.29K | $227.1K | — | New |
| Stratos Wealth Partners, LTD. | 1.28K | $225.5K | — | New |
| Godfrey Financial Associates, Inc. | 1.25K | $219.3K | $20.8K | Added$73.6K |
| Atlas Brown,Inc. | 1.24K | $217.9K | — | New |
| ESG Planning DBA Harper Investing | 1.24K | $217.8K | — | New |
| INDEPENDENT FINANCIAL GROUP, LLC | 1.23K | $217K | — | New |
| FLC Capital Advisors | 1.23K | $216.9K | — | New |
| PINKERTON WEALTH, LLC | 1.4K | $215.9K | −$0 | Added$13.9K |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | 1.22K | $213.7K | — | New |
| US BANCORP \DE\ | 1.2K | $210.9K | $26.3K | Added$26.3K |
| LEVEL FOUR ADVISORY SERVICES, LLC | 1.17K | $206.4K | — | New |
| Independence Bank of Kentucky | 1.17K | $205.8K | $25.7K | Added$16.5K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 1.17K | $205.5K | — | New |
| XTX Topco Ltd | 1.15K | $201.8K | — | New |
| Lynx Investment Advisory | 1.14K | $200.7K | — | New |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 1.11K | $194.9K | $17.4K | Added$72.7K |
| HUNTINGTON NATIONAL BANK | 1.09K | $191.2K | $23.9K | Added$2.01K |
| Western Wealth Management, LLC | 1.02K | $179.6K | — | New |
| Piscataqua Savings Bank | 1.02K | $179.4K | $22.4K | Added$22.4K |
| Glass Jacobson Investment Advisors llc | 1.01K | $178.4K | $22.3K | Added$22.3K |
| MONTAG A & ASSOCIATES INC | 1K | $175.9K | $22K | Added$22K |
| WHITTIER TRUST CO OF NEVADA INC | 829 | $147.6K | $12.4K | Cut−$123.6K |
| BlackRock, Inc. | 777 | $136.7K | $13.6K | Added$41.2K |
| Qube Research & Technologies Ltd | 732 | $128.8K | $10.4K | Added$56K |
| Allworth Financial LP | 718 | $126.3K | $15.7K | Added$15.9K |
| AMERICAN NATIONAL BANK & TRUST | 617 | $108.5K | $13.5K | Added$13.5K |
| NATIXIS | 615 | $107.3K | — | New |
| Lodestone Wealth Management LLC | 605 | $106.4K | $12.2K | Added$20.8K |
| Parallel Advisors, LLC | 530 | $93.2K | $5.05K | Added$57.8K |
| Sachetta, LLC | 511 | $89.9K | $11.3K | Cut−$257.5K |
| Atlantic Edge Private Wealth Management, LLC | 490 | $86.2K | $10.8K | Added$10.8K |
| IFP Advisors, Inc | 476 | $83.7K | $10.5K | Cut−$23.3K |
| Truvestments Capital LLC | 475 | $83.6K | $10.4K | Added$10.4K |
| Cranbrook Wealth Management, LLC | 462 | $81.3K | $10.1K | Added$10.1K |
| HARBOUR INVESTMENTS, INC. | 425 | $74.8K | $2.59K | Added$56.6K |
| EFG International AG | 400 | $70.5K | — | New |
| AlphaCore Capital LLC | 387 | $68.1K | $8.5K | Cut−$112.2K |
| Providence Capital Advisors, LLC | 376 | $66.1K | $8.26K | Added$8.26K |
| Parkside Financial Bank & Trust | 350 | $61.6K | $7.69K | Added$7.69K |
| Colonial Trust Co / SC | 350 | $61.6K | $7.69K | Added$7.69K |
| Field & Main Bank | 321 | $56.5K | $6.92K | Added$7.97K |
| Strive Financial Group ,LLC | 254 | $45K | $5.89K | Added$5.89K |
| Founders Capital Management | 250 | $44K | $5.49K | Added$5.49K |
| Capital Investment Advisory Services, LLC | 242 | $42.6K | $5.32K | Added$5.32K |
| Legacy Wealth Managment, LLC/ID | 232 | $40.8K | $5.1K | Added$5.09K |
| ANGELES WEALTH MANAGEMENT, LLC | 232 | $40.8K | — | New |
| Rosenberg Matthew Hamilton | 230 | $40.5K | $5.05K | Added$5.05K |
| Golden State Equity Partners | 225 | $39.6K | — | New |
| BankPlus Trust Department | 214 | $37.6K | $4.7K | Added$4.7K |
| Turtle Creek Wealth Advisors, LLC | 206 | $36.2K | — | New |
| Strategic Wealth Partners, Ltd. | 200 | $35.2K | $4.39K | Added$4.39K |
| FARMERS & MERCHANTS INVESTMENTS INC | 185 | $32.5K | $4.06K | Added$4.06K |
| New Republic Capital, LLC | 180 | $31.7K | $3.95K | Cut−$6.82K |
| CALDWELL SUTTER CAPITAL, INC. | 180 | $31.7K | $3.95K | Added$3.95K |
| NBC SECURITIES, INC. | 177 | $31.1K | $3.89K | Added$3.89K |
| Abound Wealth Management | 176 | $30.9K | $3.86K | Added$3.86K |
| Wilmington Savings Fund Society, FSB | 172 | $30.3K | $3.78K | Added$3.78K |
| Comprehensive Financial Planning, Inc./PA | 171 | $30.2K | — | New |
| MYCIO WEALTH PARTNERS, LLC | 160 | $28.1K | $3.51K | Added$3.51K |
| Westside Investment Management, Inc. | 160 | $28.1K | $3.51K | Added$3.51K |
| Triumph Capital Management | 134 | $23.6K | $2.94K | Added$2.94K |
| 1620 INVESTMENT ADVISORS, INC. | 130 | $22.9K | $2.86K | Added$2.85K |
| CENTRAL TRUST Co | 123 | $21.6K | $2.7K | Added$2.7K |
| NewEdge Advisors, LLC | 4.08K | $20.8K | −$392.5K | Cut−$385.1K |
| SALEM INVESTMENT COUNSELORS INC | 115 | $20.2K | — | New |
| ARMSTRONG ADVISORY GROUP, INC | 113 | $19.9K | $2.48K | Added$1.41K |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 110 | $19.4K | $2.42K | Added$2.42K |
| Front Row Advisors LLC | 110 | $19.4K | $2.41K | Added$2.42K |
| Anchor Investment Management, LLC | 105 | $18.5K | $2.31K | Added$2.31K |
| HARBOR INVESTMENT ADVISORY, LLC | 100 | $17.6K | $2.2K | Added$2.2K |
| BankChampaign, National Association | 100 | $17.6K | −$10.6K | Added$2.2K |
| PRIVATE TRUST CO NA | 100 | $17.6K | $1.54K | Added$6.82K |
| Davis Capital Management | 88 | $15.5K | $1.93K | Added$1.93K |
| MTM Investment Management, LLC | 85 | $15K | $1.87K | Added$1.87K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 75 | $13.2K | — | New |
| Aptus Capital Advisors, LLC | 75 | $13.2K | $1.65K | Added$1.65K |
| Golden State Wealth Management, LLC | 72 | $12.7K | $1.58K | Added$1.58K |
| Clark Wealth Partners | 63 | $11.1K | $1.38K | Added$1.38K |
| Ashton Thomas Private Wealth, LLC | 58 | $10.2K | — | New |
| Sound Income Strategies, LLC | 55 | $9.83K | $512 | Added$512 |
| Sunbelt Securities, Inc. | 55 | $9.68K | — | New |
| Federation des caisses Desjardins du Quebec | 55 | $9.67K | $1.23K | Added$1.23K |
| AdvisorNet Financial, Inc | 45 | $7.92K | $988 | Added$988 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 38 | $6.83K | $948 | Added$948 |
| Ameritas Investment Partners, Inc. | 30 | $5.28K | $659 | Added$659 |
| SouthState Bank Corp | 30 | $5.28K | $659 | Added$659 |
| Russell Investments Group, Ltd. | 27 | $4.75K | $593 | Added$593 |
| Cambridge Investment Research Advisors, Inc. | 21.4K | $3.77K | $94 | Added$3.12K |
| Blue Trust, Inc. | 20 | $3.52K | — | New |
| GUARDIAN WEALTH ADVISORS, LLC / NC | 20 | $3.52K | — | New |
| HighMark Wealth Management LLC | 6 | $1.1K | $139 | Added$139 |
| PARK AVENUE SECURITIES LLC | 3.77K | $663 | $82 | Added$92 |
| PROATHLETE WEALTH MANAGEMENT LLC | 3 | $535 | $68 | Added$68 |
| GSA CAPITAL PARTNERS LLP | 2.18K | $383 | $47 | Cut−$67 |
| Janney Montgomery Scott LLC | 1.33K | $234 | — | New |
| TD Waterhouse Canada Inc. | 1 | $178 | $24 | Added$24 |
| REAP Financial Group, LLC | 1 | $176 | $22 | Added$22 |
| Harel Insurance Investments & Financial Services Ltd. | 465 | $82 | $10 | Cut−$10 |
| Smithfield Trust Co | 200 | $35 | $4 | Added$4 |
| CX Institutional | 46 | $8 | $1 | Cut−$3 |