| Fisher Asset Management, LLC | 2.75M | $498.7M | $14.2M | Added$60.7M |
| BlackRock, Inc. | 566.4K | $102.5M | $3.21M | Added$1.96M |
| Phoenix Financial Ltd. | 215.3K | $39M | $1.22M | Added$1.22M |
| PGIM Custom Harvest LLC | 141.5K | $25.6M | $572.7K | Added$7.9M |
| HighTower Advisors, LLC | 135.4K | $24.5M | $655.4K | Added$4.24M |
| RAYMOND JAMES FINANCIAL INC | 126.2K | $22.9M | $78.2K | Added$20.4M |
| BANK OF AMERICA CORP /DE/ | 113.1K | $20.5M | $634.2K | Added$856.5K |
| MORGAN STANLEY | 96.3K | $17.4M | $546.2K | Cut−$5.7M |
| Federation des caisses Desjardins du Quebec | 75.7K | $13.7M | $23.4K | Added$13M |
| Banco Santander, S.A. | 73.6K | $13.3M | — | New |
| Citadel | 73.3K | $13.3M | — | New |
| Wharton Business Group, LLC | 58.3K | $10.6M | $330.8K | Added$203.7K |
| Cambria Investment Management, L.P. | 55.9K | $10.1M | $296.2K | Added$966K |
| AMERIPRISE FINANCIAL INC | 51.1K | $9.25M | $245.5K | Added$1.88M |
| JANE STREET GROUP, LLC | 49.6K | $8.98M | $8.82K | Added$8.71M |
| WELLS FARGO & COMPANY/MN | 29.6K | $5.36M | $139.2K | Added$1.05M |
| COMMONWEALTH EQUITY SERVICES, LLC | 28.7K | $5.19M | $145.7K | Added$685K |
| LPL Financial LLC | 21.3K | $3.86M | $112.8K | Added$376.2K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 20.1K | $3.64M | $114.2K | Cut−$3.76M |
| Quantinno Capital Management LP | 17.6K | $3.19M | $99.9K | Added$52.6K |
| UBS Group AG | 17.4K | $3.15M | $81.9K | Added$616.8K |
| ROYAL BANK OF CANADA | 15.3K | $2.78M | $87K | Cut−$11K |
| VIAWEALTH, LLC | 11.9K | $2.16M | — | New |
| Slow Capital, Inc. | 11.3K | $2.05M | $64.3K | Cut−$187.5K |
| JPMORGAN CHASE & CO | 10.8K | $1.89M | −$1.59K | Added$242.9K |
| NTV Asset Management LLC | 8.4K | $1.52M | $47.6K | Added$47.6K |
| Intesa Sanpaolo Wealth Management | 8K | $1.45M | — | New |
| Buttonwood Financial Group, LLC | 7.73K | $1.4M | −$18.6K | Cut−$389.5K |
| ENVESTNET ASSET MANAGEMENT INC | 6.58K | $1.19M | $37.3K | Cut−$580.9K |
| CIBC WORLD MARKET INC. | 6.35K | $1.15M | $35.7K | Added$45.5K |
| Baker Avenue Asset Management, LP | 5.86K | $1.06M | $33.2K | Cut−$59.4K |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 5.65K | $1.02M | $32K | Added$32K |
| Equitable Holdings, Inc. | 5.05K | $884.8K | $1 | Added$164.6K |
| U.S. Capital Wealth Advisors, LLC | 4.74K | $857.8K | $25.6K | Added$66.3K |
| GOLDMAN SACHS GROUP INC | 4.57K | $827.8K | $20.2K | Added$203.7K |
| DECISION INVESTMENTS, INC | 4.53K | $819.8K | $25.7K | Added$13.6K |
| Advisory Services Network, LLC | 4.5K | $815.3K | $10.2K | Added$501.1K |
| JONES FINANCIAL COMPANIES LLLP | 4.58K | $809.6K | $6.42K | Added$114.7K |
| Mariner, LLC | 4.37K | $790.9K | $23.8K | Added$55.1K |
| FIFTH THIRD BANCORP | 4.35K | $786.7K | $4.88K | Added$635.9K |
| OSAIC HOLDINGS, INC. | 4.25K | $768.8K | $22.1K | Added$82.5K |
| Total Clarity Wealth Management, Inc. | 4.25K | $768.7K | $24.1K | Cut−$117 |
| Avantax Planning Partners, Inc. | 4.21K | $761.3K | $23.8K | Added$23.8K |
| Advyzon Investment Management, LLC | 3.73K | $675K | — | New |
| Sigma Planning Corp | 3.66K | $662.4K | $20.7K | Cut−$24K |
| Savvy Advisors, Inc. | 3.28K | $593.4K | — | New |
| Gladstone Institutional Advisory LLC | 3.04K | $550.1K | — | New |
| Sanctuary Advisors, LLC | 3.01K | $545.4K | $17.1K | Cut−$7.29K |
| Private Advisor Group, LLC | 2.68K | $485.8K | $12.6K | Added$97.3K |
| NORTHERN TRUST CORP | 2.66K | $481.1K | $6.88K | Added$268.4K |
| Cetera Investment Advisers | 2.61K | $472.5K | $14.6K | Added$22.7K |
| Wealth Management Partners, LLC | 2.52K | $455.2K | $11.5K | Added$99.7K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 2.44K | $450.3K | $2.55K | Added$213.5K |
| PKS Advisory Services, LLC | 2.4K | $434.4K | $13.6K | Cut−$56.5K |
| Kovack Advisors, Inc. | 2.34K | $432.7K | — | New |
| Sunflower Bank, N.A. | 2.38K | $429.9K | $13.5K | Added$13.5K |
| Riggs Asset Managment Co. Inc. | 2.36K | $427K | — | New |
| Interchange Capital Partners, LLC | 2.71K | $394.6K | — | New |
| Fidelity | 2.03K | $367.3K | $10K | Added$56.2K |
| Richard Bernstein Advisors LLC | 1.96K | $354.8K | $11.1K | Cut−$336.1K |
| Belpointe Asset Management LLC | 1.75K | $317.7K | $9.98K | Cut−$269.7K |
| Gotham Asset Management, LLC | 1.57K | $284.9K | — | New |
| NATIONAL BANK OF CANADA /FI/ | 1.54K | $278.6K | $8.12K | Added$47.4K |
| CAPTRUST FINANCIAL ADVISORS | 1.41K | $254.7K | $7.98K | Added$7.98K |
| UPTICK PARTNERS, LLC | 1.4K | $253.2K | — | New |
| Front Row Advisors LLC | 1.34K | $242.2K | $7.53K | Added$9.34K |
| Plancorp, LLC | 1.18K | $227.8K | $21.1K | Added$21.1K |
| BUCKHEAD CAPITAL MANAGEMENT LLC | 1.24K | $223.5K | $7K | Added$7K |
| CWM, LLC | 1.19K | $214.5K | $214.3K | Added$214.3K |
| Rockefeller Capital Management L.P. | 1.16K | $209.7K | $6.66K | Cut−$6.5K |
| Vestmark Advisory Solutions, Inc. | 1.13K | $204.8K | — | New |
| ELEVATION POINT WEALTH PARTNERS, LLC | 1.13K | $204.8K | — | New |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 1K | $192.1K | — | New |
| Provident Wealth Management, LLC | 500 | $90.5K | $2.83K | Added$2.83K |
| Qube Research & Technologies Ltd | 487 | $88.2K | $403 | Added$75.7K |
| Farther Finance Advisors, LLC | 381 | $70.6K | $3.77K | Added$3.77K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 367 | $66.4K | $776 | Added$42.4K |
| LOM Asset Management Ltd | 343 | $62.1K | $1.94K | Added$1.94K |
| Spire Wealth Management | 300 | $54.3K | $1.7K | Added$1.7K |
| AE Wealth Management LLC | 296 | $53.7K | $1.72K | Cut−$38.1K |
| GLENMEDE TRUST CO NA | 285 | $51.6K | $1.62K | Added$1.62K |
| Allworth Financial LP | 280 | $50.6K | $1.51K | Added$4.04K |
| US BANCORP \DE\ | 250 | $45.3K | $1.42K | Cut−$686 |
| Capital Investment Counsel, Inc | 247 | $44.7K | $1.4K | Added$1.4K |
| Ashton Thomas Private Wealth, LLC | 200 | $36.2K | — | New |
| Clearstead Advisors, LLC | 200 | $36.2K | $1.13K | Added$1.13K |
| ASSETMARK, INC | 194 | $35.1K | $748 | Added$12K |
| Arax Advisory Partners | 175 | $31.7K | $992 | Added$992 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 174 | $31.5K | $987 | Added$987 |
| Wellington Grp LLC | 153 | $27.7K | — | New |
| Migdal Insurance & Financial Holdings Ltd. | 147 | $26.6K | — | New |
| VAN ECK ASSOCIATES CORP | 143.2K | $25.9K | $231 | Added$18.8K |
| SBI Securities Co., Ltd. | 134 | $24.3K | $742 | Added$1.28K |
| NBC SECURITIES, INC. | 131 | $23.7K | $743 | Added$743 |
| Community Financial Services Group, LLC | 126 | $23.3K | — | New |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 120 | $21.7K | $561 | Added$4.36K |
| AlphaCore Capital LLC | 111 | $20.1K | $629 | Added$629 |
| Parallel Advisors, LLC | 89 | $16.1K | — | New |
| PNC Financial Services Group, Inc. | 85 | $15.4K | $195 | Added$8.72K |
| TD Waterhouse Canada Inc. | 79 | $14.6K | $750 | Cut−$5.54K |
| SIMPLEX TRADING, LLC | 70 | $12.7K | — | New |
| Sound Income Strategies, LLC | 66 | $12.2K | −$174 | Cut−$2.05K |
| Russell Investments Group, Ltd. | 64 | $11.6K | $363 | Cut−$5.6K |
| Key Financial Inc | 64 | $11.6K | — | New |
| Steward Partners Investment Advisory, LLC | 62 | $11.2K | $352 | Added$352 |
| Darwin Wealth Management, LLC | 56 | $10.1K | — | New |
| Newbridge Financial Services Group, Inc. | 50 | $9.05K | $284 | Added$284 |
| Rachor Investment Advisory Services, LLC | 48 | $8.69K | $272 | Added$272 |
| Quaker Wealth Management, LLC | 46 | $8.33K | $261 | Added$261 |
| Capital Investment Advisory Services, LLC | 45 | $8.14K | $255 | Added$255 |
| Root Financial Partners, LLC | 22 | $3.98K | $125 | Added$125 |
| DecisionPoint Financial, LLC | 14 | $2.54K | $80 | Added$80 |
| Cambridge Investment Research Advisors, Inc. | 12.7K | $2.31K | $66 | Added$270 |
| Central Pacific Bank - Trust Division | 7 | $1.27K | $40 | Added$40 |
| FLOW TRADERS U.S. LLC | 6.67K | $1.21K | — | New |
| TRUST CO OF TOLEDO NA /OH/ | 6 | $1.09K | $34 | Added$34 |
| CX Institutional | 5.66K | $1.02K | $3 | Added$927 |
| Investor's Fiduciary Advisor Network, LLC | 3.35K | $605 | $17 | Added$73 |
| BESSEMER GROUP INC | 1.9K | $344 | $10 | Added$63 |
| INGALLS & SNYDER LLC | 1.33K | $241 | $7 | Added$7 |