| Fisher Asset Management, LLC | 6.68M | $447.5M | $14.2M | Added$57.5M |
| BlackRock, Inc. | 1.5M | $100.4M | $3.35M | Added$8.59M |
| MORGAN STANLEY | 326.9K | $21.9M | $646.3K | Added$4.2M |
| Morningstar Investment Management LLC | 260.5K | $17.5M | $17.4M | Added$17.4M |
| Federation des caisses Desjardins du Quebec | 103.2K | $6.91M | $243.5K | Cut−$7.41M |
| BANK OF AMERICA CORP /DE/ | 99K | $6.64M | $137.7K | Added$2.87M |
| UBS Group AG | 87.9K | $5.89M | $207.5K | Added$80.5K |
| LPL Financial LLC | 85.2K | $5.71M | $201.1K | Added$175.5K |
| Banco Santander, S.A. | 77.7K | $5.21M | — | New |
| RAYMOND JAMES FINANCIAL INC | 67.8K | $4.54M | $131K | Added$955.6K |
| ICICI Prudential Asset Management Co Ltd | 64.6K | $4.31M | $130.5K | Added$130.5K |
| Creative Planning | 58K | $3.89M | $136.2K | Added$157.2K |
| WELLS FARGO & COMPANY/MN | 48.7K | $3.27M | $106.8K | Added$341.3K |
| NORTHLAND SECURITIES, INC. | 48.7K | $3.27M | $110.3K | Added$243.9K |
| Citadel | 44.8K | $3M | $33.6K | Added$2.08M |
| ENVESTNET ASSET MANAGEMENT INC | 36.1K | $2.42M | $85.2K | Cut−$161.3K |
| STIFEL FINANCIAL CORP | 34.9K | $2.34M | $27.6K | Added$1.58M |
| TRUIST FINANCIAL CORP | 34.9K | $2.34M | $82.3K | Cut−$67K |
| ROYAL BANK OF CANADA | 32.7K | $2.19M | $77.4K | Cut−$106K |
| COMMONWEALTH EQUITY SERVICES, LLC | 32.3K | $2.17M | $76.3K | Added$9.98K |
| NATIONAL BANK OF CANADA /FI/ | 26.1K | $1.75M | $62.6K | Added$99.6K |
| Northstar Financial Companies, Inc. | 23.4K | $1.57M | $33.9K | Added$642.1K |
| Independent Advisor Alliance | 22K | $1.48M | — | New |
| JANE STREET GROUP, LLC | 19.1K | $1.28M | — | New |
| Y.D. More Investments Ltd | 17.5K | $1.17M | — | New |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 16K | $1.08M | $37.9K | Added$27K |
| HighTower Advisors, LLC | 15.4K | $1.03M | $34.8K | Added$79K |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 15.4K | $1.03M | $36.3K | Added$36.3K |
| Clearstead Advisors, LLC | 14K | $941.4K | — | New |
| McKinley Carter Wealth Services, Inc. | 13.9K | $928.2K | $32.7K | Added$32.7K |
| CALTON & ASSOCIATES, INC. | 11.9K | $799.9K | $27.8K | Added$37.9K |
| OSAIC HOLDINGS, INC. | 11.6K | $780.2K | $26.5K | Added$52.7K |
| MERCER GLOBAL ADVISORS INC /ADV | 11.3K | $759.2K | — | New |
| Gladstone Institutional Advisory LLC | 10.8K | $726.9K | $25.7K | Cut−$1.51M |
| WealthBridge Capital Management, LLC | 10.3K | $686.9K | $24.2K | Added$24.2K |
| Equitable Holdings, Inc. | 10.1K | $652.4K | $0 | Held |
| Fidelity | 9.05K | $606.5K | $21.3K | Cut−$39.1K |
| JONES FINANCIAL COMPANIES LLLP | 8.85K | $588.6K | $14.4K | Added$86.5K |
| Fortis Advisors, LLC | 8.41K | $563.8K | — | New |
| Cetera Investment Advisers | 7.88K | $527.8K | $17.3K | Added$55.1K |
| SOA Wealth Advisors, LLC. | 7.35K | $492.3K | $17.3K | Added$17.3K |
| Focus Financial Network, Inc. | 6.6K | $442.1K | $15.6K | Added$15.6K |
| LOM Asset Management Ltd | 6K | $402.1K | $14.2K | Added$14.2K |
| SBI Securities Co., Ltd. | 5.74K | $384.6K | $13.5K | Added$12.3K |
| Financial Perspectives, Inc | 5.63K | $377.5K | — | New |
| GTS SECURITIES LLC | 5.51K | $369K | $13K | Cut−$323.8K |
| BARCLAYS PLC | 5.2K | $348.5K | $12.3K | Added$12.3K |
| Private Advisor Group, LLC | 5K | $335.4K | $11.6K | Added$18.3K |
| Focus Partners Wealth | 4.98K | $333.6K | $11.7K | Added$11.8K |
| D. E. Shaw & Co., Inc. | 4.93K | $330.6K | $9.6K | Added$67.6K |
| Affiance Financial, LLC | 4.8K | $321.6K | $11.3K | Added$11.3K |
| Rockefeller Capital Management L.P. | 4.76K | $318.7K | $11.2K | Added$9.29K |
| AMERIPRISE FINANCIAL INC | 4.74K | $317.5K | $11.2K | Added$11.1K |
| Glassman Wealth Services | 4.7K | $314.9K | $11.1K | Added$11.1K |
| BNP PARIBAS FINANCIAL MARKETS | 4.43K | $297.2K | $8.9K | Added$53.5K |
| MML INVESTORS SERVICES, LLC | 4.32K | $289.2K | $10.2K | Cut−$59.6K |
| BLUEDOOR PRIVATE WEALTH, LLC | 4.28K | $286.5K | $10.1K | Added$10.1K |
| KCM INVESTMENT ADVISORS LLC | 4.27K | $285.9K | $9.78K | Added$18K |
| NTV Asset Management LLC | 4.25K | $284.8K | — | New |
| M&T Bank Corp | 4.06K | $272.1K | $9.58K | Added$9.58K |
| SILVIA MCCOLL WEALTH MANAGEMENT, LLC | 4K | $268K | $9.44K | Added$9.44K |
| Ellis Investment Partners, LLC | 3.98K | $267K | $9.4K | Added$9.4K |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 3.71K | $248.9K | $8.77K | Cut−$3.26K |
| CENTRAL VALLEY ADVISORS, LLC | 3.65K | $244.6K | $7.81K | Added$30.8K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 3.49K | $234.7K | $10.6K | Cut−$95.5K |
| MAI Capital Management | 3.49K | $234.1K | $8.24K | Cut−$6.17K |
| Intelligent Financial Strategies | 3.48K | $233.3K | $8.22K | Cut−$6.98K |
| Stonehage Fleming Financial Services Holdings Ltd | 3.37K | $225.7K | $7.95K | Added$7.95K |
| Steward Partners Investment Advisory, LLC | 3.23K | $216.4K | $5.5K | Added$65.8K |
| Qube Research & Technologies Ltd | 3.12K | $209.2K | — | New |
| JPMORGAN CHASE & CO | 3.1K | $207.4K | $7K | Added$4.09K |
| Curi Capital, LLC | 3.03K | $203.2K | — | New |
| Opus Financial Solutions LLC | 3.01K | $202K | — | New |
| Slow Capital, Inc. | 3.01K | $201.9K | $7.11K | Cut−$21.5K |
| Geneos Wealth Management Inc. | 2.66K | $178.5K | $6.29K | Added$6.29K |
| IFP Advisors, Inc | 2.31K | $155K | $5.46K | Cut−$5.79K |
| Mirae Asset Global Investments Co., Ltd. | 2.2K | $147.4K | — | New |
| TD Waterhouse Canada Inc. | 2.21K | $147.2K | $4.85K | Cut−$9.61K |
| FIFTH THIRD BANCORP | 2.19K | $146.6K | $2.98K | Added$64.8K |
| Manchester Capital Management LLC | 2.15K | $144.1K | $5.07K | Added$5.07K |
| Front Row Advisors LLC | 1.89K | $126.9K | $4.47K | Cut−$4.71K |
| Anchor Investment Management, LLC | 1.44K | $96.2K | $3.39K | Added$3.39K |
| AE Wealth Management LLC | 1.36K | $91.2K | $2.64K | Added$19.7K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 972 | $65.1K | $2.1K | Added$7.72K |
| Allworth Financial LP | 937 | $62.8K | $2.21K | Cut−$8.52K |
| Caitlin John, LLC | 832 | $55.8K | $1.96K | Added$1.96K |
| BANK OF MONTREAL /CAN/ | 800 | $53.6K | $1.89K | Cut−$1.6K |
| Triumph Capital Management | 738 | $49.5K | $1.74K | Cut−$51.6K |
| Aptus Capital Advisors, LLC | 664 | $44.5K | $1.57K | Added$1.57K |
| Parallel Advisors, LLC | 545 | $36.5K | $965 | Added$10.1K |
| Advisory Services Network, LLC | 500 | $33.5K | — | New |
| Richard Bernstein Advisors LLC | 444 | $29.7K | $1.03K | Cut−$17.6K |
| PNC Financial Services Group, Inc. | 414 | $27.8K | $716 | Added$8.03K |
| OAKWORTH CAPITAL, INC. | 400 | $26.8K | $944 | Added$944 |
| CWM, LLC | 380 | $25.5K | $25.4K | Added$25.4K |
| Cornerstone Planning Group LLC | 284 | $19.4K | $267 | Added$335 |
| Glen Eagle Advisors, LLC | 280 | $18.8K | $661 | Cut−$26.5K |
| Key Financial Inc | 257 | $17.2K | — | New |
| NBC SECURITIES, INC. | 200 | $13.4K | $472 | Added$472 |
| Synergy Investment Management, LLC | 200 | $13.4K | — | New |
| Global Trust Asset Management, LLC | 200 | $13.4K | $472 | Added$472 |
| Archer Investment Corp | 198 | $13.2K | $467 | Added$467 |
| HARBOUR INVESTMENTS, INC. | 186 | $12.5K | $439 | Added$439 |
| AlphaCore Capital LLC | 185 | $12.4K | $437 | Added$437 |
| Newbridge Financial Services Group, Inc. | 175 | $11.7K | $413 | Added$413 |
| Sound Income Strategies, LLC | 172 | $11.5K | $51 | Cut−$817 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 160 | $10.7K | $386 | Added$386 |
| Plante Moran Financial Advisors, LLC | 142 | $9.52K | $335 | Added$335 |
| Balentine LLC | 117 | $7.84K | $276 | Added$276 |
| Rachor Investment Advisory Services, LLC | 115 | $7.71K | $272 | Added$272 |
| Arlington Trust Co LLC | 100 | $6.7K | $236 | Added$236 |
| ASSETMARK, INC | 93 | $6.23K | — | New |
| US BANCORP \DE\ | 76 | $5.09K | $180 | Added$180 |
| Merkkuri Wealth Advisors LLC | 58 | $3.9K | — | New |
| Quaker Wealth Management, LLC | 57 | $3.82K | $134 | Added$134 |
| Blue Trust, Inc. | 50 | $3.35K | $118 | Added$118 |
| BESSEMER GROUP INC | 34.7K | $2.33K | $82 | Cut−$352 |
| Farther Finance Advisors, LLC | 23 | $1.54K | — | New |
| TRUST CO OF TOLEDO NA /OH/ | 23 | $1.54K | $54 | Added$54 |
| CX Institutional | 6.38K | $428 | $7 | Added$239 |
| Rossby Financial, LCC | 4 | $268 | $9 | Added$9 |
| Cambridge Investment Research Advisors, Inc. | 3.35K | $225 | $8 | Added$3 |
| Janney Montgomery Scott LLC | 3.19K | $214 | $8 | Added$8 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 3 | $201 | $7 | Added$7 |
| Capital Analysts, LLC | 220 | $15 | $1 | Added$1 |