| MORGAN STANLEY | 141.3K | $12.2M | $835.9K | Added$3.65M |
| Federation des caisses Desjardins du Quebec | 138.4K | $11.9M | $18.9K | Added$11.8M |
| LPL Financial LLC | 131.4K | $11.3M | $928.9K | Added$1.84M |
| Cambria Investment Management, L.P. | 129.3K | $11.2M | $894K | Added$2.02M |
| AMERIPRISE FINANCIAL INC | 113K | $9.76M | $219.5K | Added$7.51M |
| BARINGS LLC | 102.7K | $8.87M | $789.8K | Added$789.8K |
| Kestra Advisory Services, LLC | 51.6K | $4.46M | $136.3K | Added$3.06M |
| RAYMOND JAMES FINANCIAL INC | 51.5K | $4.45M | $227.6K | Added$2.12M |
| NTV Asset Management LLC | 41.9K | $3.61M | $30K | Added$3.31M |
| Cetera Investment Advisers | 33K | $2.85M | $253.9K | Added$216.9K |
| BANK OF NOVA SCOTIA | 30.9K | $2.67M | $218.1K | Added$304.5K |
| GUARDIAN CAPITAL LP | 26.3K | $2.27M | $205.3K | Added$24.7K |
| JANE STREET GROUP, LLC | 22.8K | $1.97M | $69.9K | Added$1.25M |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 22K | $1.9M | $169.6K | Added$150.3K |
| UBS Group AG | 20.2K | $1.74M | $132.9K | Added$381.8K |
| WELLS FARGO & COMPANY/MN | 19.9K | $1.72M | $126.1K | Added$432.3K |
| BANK OF AMERICA CORP /DE/ | 18.9K | $1.64M | $145.6K | Cut−$319.4K |
| ROYAL BANK OF CANADA | 16.3K | $1.41M | $126.7K | Cut−$122K |
| Cumberland Partners Ltd | 14.6K | $1.26M | — | New |
| Private Advisor Group, LLC | 12.9K | $1.12M | $76K | Added$338.9K |
| J. Safra Sarasin Holding AG | 12.6K | $1.09M | $92.8K | Added$141.3K |
| OSAIC HOLDINGS, INC. | 11.3K | $971.4K | $51.8K | Added$441K |
| OLD MISSION CAPITAL LLC | 9.51K | $820.7K | — | New |
| Equitable Holdings, Inc. | 9.6K | $755.3K | −$1 | Added$3.7K |
| LOM Asset Management Ltd | 8.44K | $728.5K | $63.2K | Added$82K |
| Nova Wealth Management, Inc. | 8.21K | $709.1K | $36.7K | Added$333.5K |
| Steward Partners Investment Advisory, LLC | 8.03K | $692.8K | $60.5K | Added$73.4K |
| Beacon Pointe Advisors, LLC | 7.93K | $684.6K | $61K | Added$4.06K |
| ENVESTNET ASSET MANAGEMENT INC | 7.74K | $668.3K | $53.8K | Added$117.7K |
| COMMONWEALTH EQUITY SERVICES, LLC | 7.54K | $650.8K | $58K | Cut−$84K |
| JONES FINANCIAL COMPANIES LLLP | 7.03K | $594.5K | $33.7K | Added$150.1K |
| GLOBALT Investments LLC / GA | 5.72K | $494K | $44K | Added$41.5K |
| Eagle Strategies LLC | 5.37K | $463.6K | $40.3K | Added$51.4K |
| MATHER GROUP, LLC. | 5.1K | $440.2K | — | New |
| Sava Infond d.o.o. | 4.6K | $397.2K | $6.15K | Added$334.2K |
| Sightline Wealth Advisors, LLC | 4.04K | $348.7K | $31.1K | Cut−$19.4K |
| Advisory Services Network, LLC | 3.96K | $342.1K | $30.5K | Added$12.8K |
| Creative Planning | 3.75K | $323.4K | $28.8K | Added$28.8K |
| TRUIST FINANCIAL CORP | 3.62K | $312.6K | $27.8K | Added$27.7K |
| IEQ CAPITAL, LLC | 2.6K | $224.5K | $20K | Added$20K |
| Gladstone Institutional Advisory LLC | 2.6K | $224.5K | — | New |
| Milestone Asset Management Group, LLC | 2.44K | $211K | $18.8K | Added$3.99K |
| SBI Securities Co., Ltd. | 2.37K | $204.5K | $16.5K | Added$35.9K |
| Strategic Investment Solutions, Inc. /IL | 2.37K | $204.3K | $18.2K | Added$18.2K |
| Mirae Asset Global Investments Co., Ltd. | 1.8K | $155.4K | — | New |
| Rockefeller Capital Management L.P. | 1.79K | $154.6K | $13.8K | Added$13.8K |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | 1.6K | $138.1K | — | New |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1.48K | $128K | $11.4K | Cut−$353.9K |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 1.4K | $121K | $10.7K | Added$10.7K |
| Fidelity | 1.23K | $106K | $9.37K | Added$9.89K |
| Anchor Investment Management, LLC | 1.1K | $95K | $8.46K | Added$8.46K |
| FIFTH THIRD BANCORP | 979 | $84.5K | $2.16K | Added$62.4K |
| Bangor Savings Bank | 900 | $77.7K | $6.92K | Added$1.81K |
| Allworth Financial LP | 867 | $74.9K | $2.19K | Added$52.4K |
| Newbridge Financial Services Group, Inc. | 750 | $64.8K | $5.77K | Added$5.77K |
| Glen Eagle Advisors, LLC | 628 | $54.3K | $4.83K | Added$4.83K |
| Western Wealth Management, LLC | 578 | $49.9K | — | New |
| TD Waterhouse Canada Inc. | 567 | $49.4K | $4.81K | Added$4.81K |
| AE Wealth Management LLC | 469 | $40.5K | $886 | Added$31.6K |
| Solstein Capital, LLC | 460 | $39.7K | — | New |
| BLAIR WILLIAM & CO/IL | 385 | $33.2K | $2.96K | Added$2.96K |
| CWM, LLC | 315 | $27.2K | $27.2K | Added$27.2K |
| NATIONAL BANK OF CANADA /FI/ | 303 | $26.2K | $776 | Added$18.3K |
| JPMORGAN CHASE & CO | 268 | $23K | $1.57K | Added$5.69K |
| Addison Advisors LLC | 260 | $22.4K | $2K | Added$2K |
| Front Row Advisors LLC | 257 | $22.2K | $1.98K | Added$1.98K |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 240 | $20.7K | $1.85K | Added$1.85K |
| HARBOUR INVESTMENTS, INC. | 176 | $15.2K | — | New |
| Sound Income Strategies, LLC | 125 | $10.9K | $849 | Added$849 |
| Farther Finance Advisors, LLC | 110 | $9.58K | $931 | Added$931 |
| Copia Wealth Management | 63 | $5.44K | — | New |
| FLOW TRADERS U.S. LLC | 11.8K | $1.02K | — | New |
| Janney Montgomery Scott LLC | 10.9K | $943 | $70 | Added$231 |
| SIMPLEX TRADING, LLC | 8 | $690 | — | New |
| Cambridge Investment Research Advisors, Inc. | 5.82K | $503 | $45 | Added$48 |
| BESSEMER GROUP INC | 2.54K | $219 | $19 | Cut−$11 |
| CX Institutional | 366 | $32 | $3 | Added$6 |
| Capital Analysts, LLC | 220 | $19 | $2 | Added$2 |