| Fisher Asset Management, LLC | 2.77M | $239.9M | $5.12M | Added$175.4K |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 689.3K | $59.7M | $1.19M | Added$5.23M |
| MORGAN STANLEY | 480.3K | $41.6M | $874.3K | Added$1.54M |
| BANK OF AMERICA CORP /DE/ | 456.6K | $39.6M | $821.5K | Added$1.91M |
| JPMORGAN CHASE & CO | 375.7K | $31.6M | −$134K | Added$13.6M |
| Aptus Capital Advisors, LLC | 286.5K | $24.8M | $163 | Added$24.8M |
| McElhenny Sheffield Capital Management, LLC | 202.6K | $17.6M | — | New |
| LPL Financial LLC | 170.2K | $14.8M | $254.8K | Added$3.07M |
| Anfield Capital Management, LLC | 129.6K | $11.2M | $218.2K | Added$1.22M |
| Insight Wealth Strategies, LLC | 118.7K | $10.3M | — | New |
| ROYAL BANK OF CANADA | 116.3K | $10.1M | $215.6K | Cut−$3.23M |
| Cetera Investment Advisers | 109.5K | $9.49M | $26.1K | Added$8.29M |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 93.1K | $8.07M | $98.8K | Added$3.54M |
| GOLDMAN SACHS GROUP INC | 79.9K | $6.93M | $147.8K | Cut−$104.1K |
| BROWN ADVISORY INC | 75.4K | $6.54M | $139.5K | Added$139.5K |
| Virtue Capital Management, LLC | 76.3K | $6.43M | — | New |
| WELLS FARGO & COMPANY/MN | 69.9K | $6.06M | $94.1K | Added$1.74M |
| RAYMOND JAMES FINANCIAL INC | 66.7K | $5.78M | $103.7K | Added$1.03M |
| Cadent Capital Advisors, LLC | 61.6K | $5.34M | — | New |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 60.4K | $5.24M | $5.01K | Added$5.01M |
| Concurrent Investment Advisors, LLC | 57.2K | $4.96M | $5.31K | Added$4.71M |
| BNP PARIBAS FINANCIAL MARKETS | 53.3K | $4.62M | $98.6K | Cut−$4.12M |
| Concord Investment Counsel Inc. | 49.2K | $4.26M | $91K | Added$17.7K |
| AMERIPRISE FINANCIAL INC | 46.8K | $4.06M | $45.2K | Added$1.89M |
| AdvisorNet Financial, Inc | 41K | $3.55M | $74K | Added$159.2K |
| UBS Group AG | 39.7K | $3.44M | $71.8K | Added$147.2K |
| OSAIC HOLDINGS, INC. | 37.5K | $3.25M | $69.4K | Cut−$370.9K |
| Beacon Pointe Advisors, LLC | 36.7K | $3.18M | $49.2K | Added$919.9K |
| Merit Financial Group, LLC | 31.3K | $2.72M | $57.9K | Added$57.9K |
| COMMONWEALTH EQUITY SERVICES, LLC | 26.7K | $2.31M | $49K | Added$65.4K |
| PATTEN & PATTEN INC/TN | 26.5K | $2.3M | $49.1K | Added$30.9K |
| Mariner, LLC | 24.9K | $2.16M | $46.1K | Added$8.38K |
| CAHILL FINANCIAL ADVISORS INC | 20.3K | $1.76M | $37.6K | Added$39.9K |
| Fidelity | 19.8K | $1.72M | $27.4K | Added$462.7K |
| D.A. DAVIDSON & CO. | 18.8K | $1.63M | $34.8K | Cut−$78.2K |
| LEE JOHNSON CAPITAL MANAGEMENT, LLC | 18.5K | $1.6M | — | New |
| GFS Advisors, LLC | 9K | $1.49M | — | New |
| SPINNAKER TRUST | 15.8K | $1.37M | $29.3K | Added$29.3K |
| JONES FINANCIAL COMPANIES LLLP | 15.5K | $1.3M | −$15.3K | Added$56.3K |
| Massachusetts Wealth Management | 14.8K | $1.28M | $27.4K | Cut−$7.36K |
| St. Louis Financial Planners Asset Management, LLC | 13.8K | $1.2M | — | New |
| One Capital Management, LLC | 13.2K | $1.14M | $24.4K | Cut−$149.2K |
| Citadel | 13.1K | $1.14M | $24.3K | Cut−$676.8K |
| Asset Management Group, Inc. | 13K | $1.12M | $23.8K | Added$27.7K |
| Avior Wealth Management, LLC | 12.9K | $1.11M | — | New |
| Texas Yale Capital Corp. | 12.2K | $1.06M | $22.6K | Added$22.6K |
| Institute for Wealth Management, LLC. | 11.2K | $974.6K | $20.8K | Added$18.3K |
| HighTower Advisors, LLC | 9.65K | $836.1K | $16.8K | Added$65.8K |
| SeaBridge Investment Advisors LLC | 9.37K | $811.9K | — | New |
| ARKANSAS FINANCIAL GROUP, INC. | 9.01K | $791.1K | $21.1K | Added$185.8K |
| TRUIST FINANCIAL CORP | 9.02K | $781.8K | $15.9K | Added$51.1K |
| Raleigh Capital Management Inc. | 8.66K | $750.5K | $2 | Added$750.4K |
| STIFEL FINANCIAL CORP | 8.61K | $746.6K | $15.7K | Added$28.3K |
| ENVESTNET ASSET MANAGEMENT INC | 7.92K | $686.6K | $12.2K | Added$126.3K |
| BANK OF MONTREAL /CAN/ | 7.84K | $679.7K | $14.5K | Cut−$1.23M |
| WorthPointe, LLC | 7.68K | $666K | — | New |
| U.S. Capital Wealth Advisors, LLC | 7.16K | $620.3K | $13.3K | Cut−$25.1K |
| HARBOUR INVESTMENTS, INC. | 7.1K | $615.7K | $3.33K | Added$463.1K |
| Lynx Investment Advisory | 6.87K | $595.3K | $9.74K | Added$150.4K |
| Creative Planning | 6.84K | $593.2K | $12.2K | Added$34.5K |
| OPPENHEIMER & CO INC | 6.79K | $588.2K | $12.6K | Added$12.6K |
| FIFTH THIRD BANCORP | 6.56K | $568.6K | $2.16K | Added$469.6K |
| Corient Private Wealth LLC | 6.49K | $562.5K | $12K | Added$10.6K |
| Rockefeller Capital Management L.P. | 6.42K | $556.1K | $11.9K | Added$11.9K |
| Kestra Advisory Services, LLC | 6.3K | $546.3K | $10.6K | Added$60.1K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 6.25K | $543.5K | $11.3K | Added$146.2K |
| HERITAGE OAK WEALTH ADVISORS LLC | 6.12K | $530.2K | — | New |
| Purewater Capital LLC | 6.07K | $526.3K | — | Held |
| Baker Avenue Asset Management, LP | 5.89K | $510.9K | — | New |
| Federation des caisses Desjardins du Quebec | 5.78K | $501K | $9.13K | Added$82.4K |
| MERCER GLOBAL ADVISORS INC /ADV | 5.65K | $489.9K | $10.5K | Cut−$206.4K |
| WOODMONT INVESTMENT COUNSEL LLC | 5.57K | $483.2K | $10.3K | Added$10.3K |
| Capital Investment Advisors, LLC | 5.53K | $478.9K | $10.2K | Added$3.69K |
| American Institute for Advanced Investment Management, LLP | 5.35K | $463.8K | — | New |
| CAPTRUST FINANCIAL ADVISORS | 5.32K | $461.4K | $9.1K | Added$44.6K |
| FIRST FINANCIAL BANK - TRUST DIVISION | 5.07K | $439.4K | $9.38K | Cut−$103.2K |
| Wealthcare Advisory Partners LLC | 4.97K | $430.9K | $9.14K | Cut−$3.92K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 4.55K | $394.8K | $8.46K | Cut−$1.51M |
| KINGSWOOD WEALTH ADVISORS, LLC | 4.4K | $381.2K | $7.22K | Added$50.4K |
| MONECO ADVISORS, LLC | 4.38K | $380K | — | New |
| Waverly Advisors, LLC | 4.05K | $351.2K | $7.48K | Added$8.09K |
| Raab & Moskowitz Asset Management LLC | 3.78K | $327.6K | $6.99K | Cut−$17.9K |
| Madison Wealth Partners, Inc | 3.74K | $323.9K | — | New |
| Financial Partners Group, Inc | 3.73K | $323.4K | −$10 | Cut−$1.92K |
| Matthew Goff Investment Advisor, LLC | 3.62K | $313.3K | — | New |
| FFG Partners, LLC | 3.6K | $312.5K | — | New |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 3.55K | $307.9K | $6.45K | Added$6.88K |
| Private Advisor Group, LLC | 3.53K | $306K | $6.52K | Cut−$5.02K |
| Lifeworks Advisors, LLC | 3.47K | $301.1K | — | New |
| AFT, FORSYTH & COMPANY, INC. | 3.45K | $298.8K | $6.41K | Added$7.01K |
| CARY STREET PARTNERS FINANCIAL LLC | 3.33K | $288.4K | $6.16K | Added$6.16K |
| Essex Bank | 3.3K | $286K | $6.11K | Added$6.11K |
| V2 Financial group LLC | 3.3K | $286K | $6.11K | Added$6.11K |
| Commonwealth Retirement Investments LLC | 3.29K | $285.2K | $6.09K | Cut−$236.2K |
| Hudock, Inc. | 3.22K | $279.2K | $5.65K | Added$21.8K |
| Csenge Advisory Group | 3.2K | $277.4K | $5.92K | Added$5.92K |
| JANE STREET GROUP, LLC | 3.19K | $276.9K | — | New |
| MML INVESTORS SERVICES, LLC | 3.14K | $272.2K | $5.85K | Cut−$28.9K |
| AlphaCore Capital LLC | 3.09K | $267.8K | $5.72K | Added$5.72K |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | 3.06K | $265.2K | $5.66K | Added$5.66K |
| Manchester Capital Management LLC | 3K | $260K | $5.55K | Added$5.55K |
| Private Capital Management, LLC | 2.94K | $255.3K | $5.45K | Cut−$35.3K |
| Advisory Services Network, LLC | 2.92K | $252.9K | $5.4K | Cut−$104K |
| Cornerstone Wealth Group, LLC | 2.85K | $246.1K | $4.03K | Added$33.6K |
| Equitable Holdings, Inc. | 2.88K | $244.1K | $0 | Held |
| Y.D. More Investments Ltd | 2.7K | $234K | $5K | Added$5K |
| Guardian Asset Advisors, LLC | 2.64K | $228.6K | — | New |
| ELLERSON GROUP INC /ADV | 2.62K | $227K | $4.85K | Added$4.84K |
| Icahn Capital | 2.61K | $225.8K | — | New |
| Focus Partners Wealth | 2.54K | $220.4K | $4.65K | Cut−$70.6K |
| Aviance Capital Partners, LLC | 2.41K | $209.1K | $4.46K | Added$4.46K |
| Wealthspire Advisors, LLC | 2.38K | $205.9K | $4.41K | Added$4.5K |
| Runnymede Capital Advisors, Inc. | 2.31K | $200.2K | — | New |
| BROWN, LISLE/CUMMINGS, INC. | 2.2K | $190.3K | $4.06K | Cut−$11.2K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 2.01K | $174K | $3.71K | Cut−$42.6K |
| Farther Finance Advisors, LLC | 1.8K | $157.8K | $3.76K | Added$46.5K |
| Western Wealth Management, LLC | 1.73K | $149.9K | — | New |
| Allworth Financial LP | 1.59K | $137.7K | $2.83K | Added$8.03K |
| Acumen Wealth Advisors, LLC | 1.48K | $128.3K | $2.74K | Added$2.74K |
| Integrity Financial Corp /WA | 1.43K | $124.3K | — | New |
| Bruce G. Allen Investments, LLC | 1.42K | $123.4K | $2.61K | Added$3.04K |
| PNC Financial Services Group, Inc. | 1.36K | $118.3K | $2.53K | Cut−$86.6K |
| Steward Partners Investment Advisory, LLC | 1.3K | $112.6K | $1.32K | Added$52.3K |
| Cassaday & Co Wealth Management LLC | 977 | $84.7K | — | New |
| Sunbelt Securities, Inc. | 960 | $83.2K | $1.55K | Added$12K |
| VALLEY WEALTH MANAGERS, INC. | 900 | $78K | $1.67K | Added$1.67K |
| TD Waterhouse Canada Inc. | 870 | $76.2K | $2.51K | Added$2.51K |
| ROTHSCHILD INVESTMENT LLC | 846 | $73.3K | $1.57K | Added$1.56K |
| Geneos Wealth Management Inc. | 798 | $69.2K | $1.48K | Added$1.48K |
| AE Wealth Management LLC | 775 | $67.2K | $865 | Added$28.5K |
| IFP Advisors, Inc | 704 | $61K | $1.3K | Added$1.3K |
| Root Financial Partners, LLC | 696 | $60.3K | $944 | Added$17.1K |
| NBC SECURITIES, INC. | 685 | $59.4K | $1.17K | Added$5.93K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 645 | $55.9K | $857 | Added$16.6K |
| ISLAY CAPITAL MANAGEMENT, LLC | 630 | $54.6K | $1.17K | Added$1.17K |
| MAI Capital Management | 628 | $54.4K | $1.16K | Added$1.16K |
| Union Bancaire Privee, UBP SA | 660 | $48.5K | $431 | Added$431 |
| Arax Advisory Partners | 555 | $48.1K | $44 | Added$46.1K |
| MATHER GROUP, LLC. | 527 | $45.7K | — | New |
| Accent Capital Management, LLC | 500 | $43.3K | $925 | Added$925 |
| Piscataqua Savings Bank | 498 | $43.2K | $922 | Added$922 |
| BLUELINE ADVISORS LLC | 480 | $41.6K | $888 | Added$888 |
| ASSETMARK, INC | 465 | $40.3K | $860 | Added$860 |
| HHM Wealth Advisors, LLC | 450 | $39K | $832 | Added$832 |
| Arlington Trust Co LLC | 450 | $39K | $832 | Added$832 |
| Russell Investments Group, Ltd. | 441 | $38.2K | $740 | Added$5.25K |
| Virginia Estate & Retirement Planning Advisors Inc. | 401 | $37.7K | — | Held |
| Harbor Asset Planning, Inc. | 418 | $36.2K | $718 | Added$891 |
| Qube Research & Technologies Ltd | 378 | $32.8K | — | New |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 351 | $30.4K | $533 | Added$5.99K |
| CWM, LLC | 340 | $29.4K | $29.4K | Added$29.4K |
| Fairscale Capital, LLC | 303 | $26.3K | $561 | Added$561 |
| DUNCKER STREETT & CO INC | 300 | $26K | $555 | Added$555 |
| AMERIFLEX GROUP, INC. | 291 | $25.2K | $537 | Added$537 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 266 | $23K | $480 | Added$567 |
| BlackRock, Inc. | 261 | $22.6K | $61 | Added$19.8K |
| NATIONAL BANK OF CANADA /FI/ | 261 | $22.6K | $483 | Cut−$21.6K |
| Meramec Financial Planners, LLC | 211 | $18.6K | −$484 | Cut−$396 |
| OAK HARBOR WEALTH PARTNERS, LLC | 210 | $18.2K | $389 | Added$389 |
| Realta Investment Advisors | 204 | $17.7K | — | New |
| FRANKLIN RESOURCES INC | 198 | $17.2K | $367 | Added$367 |
| HUNTINGTON NATIONAL BANK | 178 | $15.4K | $329 | Cut−$8.32K |
| Godfrey Financial Associates, Inc. | 177 | $15.3K | $327 | Added$327 |
| Abound Wealth Management | 168 | $14.6K | $311 | Added$311 |
| US BANCORP \DE\ | 162 | $14K | $300 | Added$300 |
| High Point Wealth Management, LLC | 153 | $13.3K | $239 | Added$326 |
| Private Wealth Asset Management, LLC | 150 | $13K | $277 | Added$277 |
| Spire Wealth Management | 150 | $13K | $277 | Added$277 |
| FARMERS & MERCHANTS INVESTMENTS INC | 150 | $13K | $277 | Added$277 |
| Turim 21 Investimentos Ltda. | 109 | $9.45K | — | New |
| EPG Wealth Management LLC | 107 | $9.32K | $229 | Added$229 |
| SHP Wealth Management | 100 | $8.67K | — | New |
| Larson Financial Group LLC | 96 | $8.32K | $177 | Added$177 |
| Bravera Wealth | 92 | $7.97K | $171 | Added$171 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 90 | $7.96K | $324 | Added$324 |
| Sound Income Strategies, LLC | 88 | $7.72K | $176 | Added$176 |
| N.E.W. Advisory Services LLC | 87 | $7.55K | $162 | Added$162 |
| TWIN PEAKS WEALTH ADVISORS, LLC | 84 | $7.28K | — | New |
| SOA Wealth Advisors, LLC. | 84 | $7.28K | $155 | Added$155 |
| FWL INVESTMENT MANAGEMENT, LLC | 84 | $7.28K | $155 | Added$155 |
| YANKCOM Partnership | 81 | $7.02K | $150 | Added$150 |
| Pinnacle Wealth Planning Services, Inc. | 72 | $6.24K | $133 | Added$133 |
| IMG Wealth Management, Inc. | 57 | $4.92K | $121 | Added$121 |
| First Command Advisory Services, Inc. | 54 | $4.68K | $100 | Added$100 |
| Ancora Advisors LLC | 54 | $4.68K | $100 | Added$100 |
| Bogart Wealth, LLC | 51 | $4.38K | $22 | Added$108 |
| PEAPACK GLADSTONE FINANCIAL CORP | 31.2K | $2.7K | $58 | Added$32 |
| CVA Family Office, LLC | 31 | $2.69K | — | New |
| CX Institutional | 16.3K | $1.41K | $4 | Added$1.23K |
| North Star Investment Management Corp. | 11 | $940 | $23 | Added$23 |
| Morton Brown Family Wealth, LLC | 9 | $780 | $17 | Added$17 |
| Janney Montgomery Scott LLC | 6.87K | $595 | $13 | Cut−$287 |
| Summit Global Investments | 6.73K | $583 | — | New |
| Cambridge Investment Research Advisors, Inc. | 6.52K | $565 | $5 | Added$322 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | 3.05K | $264 | — | New |
| Capital Analysts, LLC | 1.39K | $121 | $3 | Added$2 |