| RENAISSANCERE HOLDINGS LTD | 5.06M | $235.3M | −$4.2M | Cut−$4.2M |
| FACTORY MUTUAL INSURANCE CO | 2.12M | $98.5M | −$1.76M | Cut−$1.76M |
| Wealthspire Advisors, LLC | 1.51M | $70.4M | −$1.18M | Added$2.87M |
| BANK OF AMERICA CORP /DE/ | 1.43M | $66.4M | −$1.19M | Cut−$85.5M |
| LPL Financial LLC | 1.19M | $55.1M | −$951.9K | Added$840.4K |
| AMERIPRISE FINANCIAL INC | 932.6K | $43.4M | −$458.9K | Added$17M |
| ENVESTNET ASSET MANAGEMENT INC | 719.9K | $33.5M | −$597.5K | Cut−$20.1M |
| MORGAN STANLEY | 504.2K | $23.5M | −$362.3K | Added$2.79M |
| Apollon Wealth Management, LLC | 484.2K | $22.5M | −$268.1K | Added$7.23M |
| Capital Investment Counsel, LLC | 428.2K | $19.9M | −$344.3K | Added$276.1K |
| LIBERTY SQUARE WEALTH PARTNERS LLC | 394.1K | $18.3M | −$273.2K | Added$2.75M |
| Cornerstone Planning Group LLC | 385.9K | $18.1M | −$296.5K | Added$1.24M |
| Savvy Advisors, Inc. | 373.8K | $17.4M | −$181.2K | Added$7.06M |
| BlueStem Wealth Partners, LLC | 357.6K | $16.6M | — | New |
| IMA Advisory Services, Inc. | 293.4K | $13.6M | −$243.5K | Cut−$313.5K |
| Cetera Investment Advisers | 288.5K | $13.4M | −$239.5K | Cut−$868.9K |
| Boyd Wealth Management, LLC | 288.5K | $13.4M | — | New |
| Outlook Wealth Advisors, LLC | 247.3K | $11.5M | −$209.2K | Cut−$1.57M |
| TL Private Wealth | 226.9K | $10.6M | −$177K | Added$154.7K |
| OSAIC HOLDINGS, INC. | 222.1K | $10.3M | −$185.1K | Cut−$1.52M |
| MANNING & NAPIER ADVISORS LLC | 217.4K | $10M | −$159.7K | Added$4.24M |
| State of New Jersey Common Pension Fund D | 200K | $9.3M | −$166K | Cut−$166K |
| RAYMOND JAMES FINANCIAL INC | 190.5K | $8.86M | −$142.4K | Added$737K |
| Private Advisor Group, LLC | 172.6K | $8.03M | −$57.5K | Added$4.75M |
| MA Private Wealth | 155.8K | $7.25M | −$129.3K | Cut−$2.36M |
| JANE STREET GROUP, LLC | 154.9K | $7.2M | −$18.3K | Added$6.16M |
| CAPTRUST FINANCIAL ADVISORS | 142K | $6.61M | −$117.9K | Cut−$991.9K |
| Daybright Advisory Services, Inc. | 139.9K | $6.51M | −$108.1K | Added$341.3K |
| Arch Global Advisors, LLC | 136.3K | $6.34M | — | Held |
| COTTONWOOD CAPITAL ADVISORS, LLC | 134.1K | $6.24M | −$103.4K | Added$341.1K |
| Envestnet Portfolio Solutions, Inc. | 125.8K | $5.85M | −$24.1K | Added$4.48M |
| Equitable Holdings, Inc. | 122.8K | $5.81M | $0 | Added$5.33M |
| Avior Wealth Management, LLC | 119.3K | $5.55M | −$99K | Cut−$4.76M |
| Waverly Advisors, LLC | 116.6K | $5.42M | −$93.8K | Added$74.5K |
| BEACON FINANCIAL PLANNING, INC | 105.4K | $4.9M | −$60.8K | Added$1.44M |
| Mascagni Wealth Management, Inc. | 105.1K | $4.89M | −$84.6K | Added$61.6K |
| FIRST CITIZENS BANK & TRUST CO | 105K | $4.88M | — | New |
| SAX WEALTH ADVISORS, LLC | 101.2K | $4.79M | $8 | Cut−$109.3K |
| Triad Wealth Partners, LLC | 101.9K | $4.74M | −$71K | Added$690.6K |
| JPMORGAN CHASE & CO | 90.7K | $4.18M | −$115.1K | Cut−$5.48M |
| Provident Living Financial Services, Inc. | 89.4K | $4.16M | −$74.2K | Cut−$136.3K |
| IFP Advisors, Inc | 86.3K | $4.02M | −$52.2K | Added$1.04M |
| MML INVESTORS SERVICES, LLC | 79.7K | $3.71M | −$66.2K | Cut−$5.51M |
| Pinnacle Financial Partners, Inc. | 77.3K | $3.6M | −$46.3K | Added$956.1K |
| Kestra Advisory Services, LLC | 76.5K | $3.56M | −$63.5K | Cut−$1.63M |
| Dynamic Advisor Solutions LLC | 69.2K | $3.22M | −$51.8K | Added$264K |
| Mariner, LLC | 68K | $3.16M | — | New |
| COMMONWEALTH EQUITY SERVICES, LLC | 59.3K | $2.76M | −$36.9K | Added$650.1K |
| Sanctuary Advisors, LLC | 58.8K | $2.74M | −$48.8K | Cut−$1.77M |
| ASSETMARK, INC | 58.4K | $2.72M | −$48.5K | Cut−$923.7K |
| RETIREMENT PLANNING GROUP, LLC / NY | 56K | $2.61M | −$46.4K | Cut−$40.3K |
| OneDigital Investment Advisors LLC | 55.2K | $2.57M | −$45.8K | Cut−$286.3K |
| CORRECT CAPITAL WEALTH MANAGEMENT | 54.3K | $2.53M | −$45.1K | Cut−$49K |
| TFB Advisors LLC | 47.2K | $2.19M | −$34.9K | Added$204.1K |
| Advisory Resource Group | 45.6K | $2.12M | −$35.2K | Added$112.5K |
| Onyx Bridge Wealth Group LLC | 42.3K | $1.97M | −$11.6K | Added$1.3M |
| Continuum Advisory, LLC | 41.9K | $1.95M | −$34.7K | Cut−$32.7K |
| Sovran Advisors, LLC | 40.4K | $1.9M | −$17.3K | Added$162.6K |
| Sonoma Allocations LLC | 40.8K | $1.9M | −$15.1K | Added$1.11M |
| PNC Financial Services Group, Inc. | 36.9K | $1.72M | −$1.35K | Added$1.64M |
| Leo Wealth, LLC | 36.9K | $1.72M | −$30.6K | Cut−$26.7K |
| J.W. COLE ADVISORS, INC. | 36.6K | $1.7M | $1.55M | Added$1.66M |
| ROI Financial Advisors, LLC | 36.5K | $1.7M | −$29K | Added$43.6K |
| Strategic Blueprint, LLC | 33.7K | $1.57M | −$24.6K | Added$164.3K |
| Cranbrook Wealth Management, LLC | 33.1K | $1.54M | −$17.3K | Added$551.1K |
| HighTower Advisors, LLC | 32.2K | $1.5M | −$19.3K | Added$396.1K |
| Avestar Capital, LLC | 31.7K | $1.48M | −$26.3K | Cut−$37K |
| Apollon Financial, LLC | 30.6K | $1.42M | −$13.3K | Added$665.4K |
| UBS Group AG | 30K | $1.4M | −$24.9K | Cut−$10.6M |
| NBC SECURITIES, INC. | 29.1K | $1.35M | −$940 | Added$1.3M |
| SEAMOUNT FINANCIAL GROUP INC | 28.7K | $1.33M | −$21.5K | Added$105.7K |
| Rockefeller Capital Management L.P. | 27.2K | $1.26M | −$22.5K | Cut−$203.9K |
| Tidemark, LLC | 24.5K | $1.14M | −$20.3K | Cut−$110.2K |
| Allworth Financial LP | 23.8K | $1.11M | −$19.2K | Added$11.7K |
| Farther Finance Advisors, LLC | 23.1K | $1.07M | −$15.1K | Added$352.6K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 22.9K | $1.07M | −$13.2K | Added$314.3K |
| Arkadios Wealth Advisors | 22.8K | $1.06M | −$17.3K | Added$73.6K |
| Trek Financial, LLC | 20.4K | $949.6K | −$15K | Added$93.4K |
| Wealthcare Advisory Partners LLC | 19.4K | $902.6K | −$9.62K | Added$354K |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 18.2K | $842.4K | −$17.5K | Cut−$94.1K |
| STIFEL FINANCIAL CORP | 18K | $836.8K | −$3.52K | Added$633.9K |
| Bank of New York Mellon Corp | 17.2K | $801.5K | −$14.3K | Cut−$2.58M |
| DAHRING | CUSMANO LLC | 16.9K | $785.8K | −$14K | Cut−$191.2K |
| Armor Investment Advisors, LLC | 16.6K | $774.1K | −$13.8K | Cut−$5.24M |
| RIVERCHASE WEALTH MANAGEMENT, LLC | 15.1K | $700.7K | −$11.5K | Added$49K |
| Keystone Wealth Services, LLC | 14.8K | $690.5K | −$12.2K | Cut−$3.91K |
| Cerity Partners LLC | 14.7K | $682.4K | −$15.8K | Added$9.13K |
| SOL Capital Management CO | 14.8K | $680.7K | — | New |
| STRATEGIC PLANNING GROUP, LLC | 14.6K | $679.8K | −$12.1K | Cut−$26.2M |
| Kingsview Wealth Management, LLC | 14.4K | $668.2K | −$11.9K | Cut−$8.51K |
| WATERSHED PRIVATE WEALTH LLC | 14K | $652.5K | −$8.31K | Added$178.3K |
| IHT Wealth Management, LLC | 14K | $649.7K | −$11.6K | Cut−$437.8K |
| Embree Financial Group | 13.8K | $640.7K | −$11.4K | Cut−$108.8K |
| First Citizens Asset Management, Inc. | 13.7K | $635.5K | — | New |
| AE Wealth Management LLC | 13.2K | $616.3K | −$7K | Added$216.6K |
| PRINCIPAL SECURITIES, INC. | 13.2K | $614.7K | −$11K | Cut−$189.9K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 13.1K | $610.8K | — | New |
| JPL Wealth Management, LLC | 12.7K | $589.7K | −$7.38K | Added$170.2K |
| Spire Wealth Management | 12.4K | $575.6K | −$6.98K | Added$177.8K |
| Citadel | 12.4K | $574.8K | — | New |
| Independent Advisor Alliance | 12.3K | $574K | −$6.91K | Added$180.6K |
| NBT BANK N A /NY | 12.1K | $562K | −$8.85K | Added$57.2K |
| Kestra Investment Management, LLC | 11.8K | $548.4K | −$9.79K | Cut−$24.9M |
| US BANCORP \DE\ | 11.4K | $531.4K | −$7.92K | Added$79.4K |
| EXCHANGE TRADED CONCEPTS, LLC | 11.4K | $531.2K | −$9.48K | Cut−$35.8K |
| Dynasty Wealth Management, LLC | 10.5K | $487.3K | — | New |
| Breakwater Capital Group | 10.3K | $479.8K | −$8.56K | Cut−$54.4K |
| Regal Investment Advisors LLC | 10.1K | $471.7K | −$8.41K | Cut−$257.8K |
| Keating Financial Advisory Services, Inc. | 10.1K | $470.3K | −$8.39K | Cut−$41.4K |
| Compound Planning, Inc. | 9.91K | $461.1K | −$8.24K | Cut−$341K |
| Strategic Financial Concepts, LLC | 9.69K | $450.7K | −$8.05K | Cut−$1.17M |
| Merit Financial Group, LLC | 9.38K | $436.4K | −$6.35K | Added$73.9K |
| INTEGRITY ALLIANCE, LLC. | 9.18K | $427.1K | — | New |
| Hennion & Walsh Asset Management, Inc. | 9.09K | $422.9K | −$7.55K | Cut−$272.8K |
| Capital Investment Advisors, LLC | 8.74K | $406.6K | −$7.28K | Cut−$49K |
| ROYAL BANK OF CANADA | 8.01K | $372K | −$6.95K | Cut−$751K |
| AMERIFLEX GROUP, INC. | 7.89K | $367.3K | −$3.9K | Added$144.8K |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 7.82K | $366.8K | — | New |
| SAGESPRING WEALTH PARTNERS, LLC | 7.83K | $364.3K | — | New |
| TBH Global Asset Management, LLC | 7.65K | $356K | −$6.35K | Cut−$6.35K |
| Tennessee Valley Asset Management Partners | 7.4K | $344.4K | −$6.17K | Cut−$3.43M |
| Balanced Rock Investment Advisors LLC | 7.28K | $338.7K | −$5.89K | Added$2.72K |
| JOURNEY STRATEGIC WEALTH LLC | 7.28K | $338.5K | −$6.04K | Cut−$6.04K |
| Prime Capital Investment Advisors, LLC | 7.23K | $336.3K | −$6K | Cut−$7.32K |
| U.S. Capital Wealth Advisors, LLC | 6.88K | $320.1K | −$5.71K | Cut−$53K |
| Perigon Wealth Management, LLC | 6.8K | $316.5K | −$5.58K | Cut−$2.04K |
| CHOREO, LLC | 6.67K | $310.3K | −$5.76K | Cut−$2.27K |
| Two West Capital Advisors LLC | 6.29K | $295.4K | −$2.18K | Added$43.3K |
| 5T Wealth, LLC | 6.33K | $294.2K | −$5.26K | Cut−$168.8K |
| Oxinas Partners, LLC | 6.27K | $291.7K | −$5.22K | Cut−$35.4K |
| REGATTA CAPITAL GROUP, LLC | 5.99K | $278.6K | −$4.97K | Cut−$4.97K |
| Founders Financial Alliance, LLC | 5.92K | $275.6K | −$4.92K | Cut−$113.3K |
| Ankerstar Wealth, LLC | 5.91K | $274.7K | −$4.53K | Added$16.4K |
| FLAGSHIP HARBOR ADVISORS, LLC | 5.73K | $266.6K | −$4.74K | Cut−$1.72K |
| MERCER GLOBAL ADVISORS INC /ADV | 5.71K | $265.4K | — | New |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | 5.33K | $248.2K | −$4.39K | Cut−$1.88K |
| Everest Financial Group LLC | 5.26K | $244.8K | −$4.37K | Cut−$8.45K |
| &PARTNERS | 5.17K | $240.5K | −$4.16K | Cut−$29.9K |
| CWM, LLC | 5.16K | $239.8K | $239.6K | Added$229.7K |
| Sigma Planning Corp | 4.99K | $231.9K | — | New |
| Kelly Financial Services LLC | 5.05K | $231.9K | −$7.32K | Cut−$29K |
| BOS Asset Management, LLC | 4.55K | $211.6K | −$3.58K | Added$7.21K |
| Integrated Wealth Concepts LLC | 4.52K | $210.4K | — | New |
| KLCM Advisors, Inc. | 4.47K | $208.1K | −$3.71K | Cut−$22.7K |
| NORTHLAND SECURITIES, INC. | 4.39K | $204.5K | −$3.65K | Cut−$31.8K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 4.35K | $202.2K | −$3.65K | Cut−$11.2K |
| Summit Financial, LLC | 4.33K | $201.5K | — | New |
| SIGNET FINANCIAL MANAGEMENT, LLC | 4.33K | $201.2K | — | New |
| PFG Advisors | 4.32K | $201.1K | — | New |
| Matthew Goff Investment Advisor, LLC | 4.3K | $200.1K | — | New |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 3.95K | $183.1K | −$3.93K | Cut−$3.93K |
| FIFTH THIRD BANCORP | 3.61K | $168.1K | — | New |
| Ashton Thomas Private Wealth, LLC | 3.52K | $163.9K | −$2.93K | Cut−$42.6K |
| Aptus Capital Advisors, LLC | 2.64K | $122.6K | −$2.19K | Cut−$2.19K |
| MAI Capital Management | 2.25K | $104.8K | −$1.84K | Cut−$677 |
| Keystone Financial Group, Inc. | 2.04K | $94.9K | −$1.71K | Cut−$12.7K |
| Midwest Capital Advisors, LLC | 1.76K | $81.9K | −$1.45K | Cut−$7.36K |
| ADIRONDACK TRUST CO | 1.68K | $78.2K | −$723 | Added$36.5K |
| Transamerica Financial Advisors, LLC | 1.2K | $55.8K | −$961 | Cut−$224.1K |
| North Star Investment Management Corp. | 1.18K | $54.7K | −$975 | Cut−$975 |
| Sound Income Strategies, LLC | 1.09K | $50.6K | −$1.37K | Cut−$1.37K |
| Steward Partners Investment Advisory, LLC | 1.06K | $49.2K | −$855 | Added$401 |
| Bravera Wealth | 938 | $43.6K | −$575 | Added$10.8K |
| Mosley Wealth Management | 856 | $40.9K | — | New |
| Western Wealth Management, LLC | 796 | $37K | — | New |
| JFS WEALTH ADVISORS, LLC | 732 | $34.1K | −$604 | Cut−$1.36M |
| HARBOUR INVESTMENTS, INC. | 731 | $34K | −$68 | Added$30K |
| TWIN CITY PRIVATE WEALTH, LLC | 694 | $32.3K | −$576 | Cut−$3.23K |
| Caitlin John, LLC | 684 | $31.8K | −$567 | Cut−$567 |
| SOFI WEALTH, LLC | 677 | $31.5K | −$567 | Cut−$15.2M |
| Imprint Wealth LLC | 583 | $27.1K | −$444 | Added$1.79K |
| Sunbelt Securities, Inc. | 571 | $26.6K | −$502 | Cut−$1.54K |
| Geneos Wealth Management Inc. | 568 | $26.4K | −$415 | Added$2.75K |
| Scarborough Advisors, LLC | 411 | $19.1K | −$355 | Cut−$30.4K |
| Betterment LLC | 364.7K | $17K | −$286 | Added$638 |
| PRIVATE TRUST CO NA | 337 | $15.7K | −$280 | Cut−$31.7K |
| BlackRock, Inc. | 321 | $14.9K | −$266 | Cut−$8.86M |
| Moisand Fitzgerald Tamayo, LLC | 306 | $14.2K | −$254 | Cut−$254 |
| Arax Advisory Partners | 296 | $13.8K | −$245 | Cut−$83.9K |
| WealthShield Partners, LLC | 217 | $10.1K | −$180 | Cut−$180 |
| Fidelity | 207 | $9.63K | −$174 | Cut−$20.1K |
| SHP Wealth Management | 202 | $9.4K | — | New |
| ST GERMAIN D J CO INC | 190 | $8.84K | −$158 | Cut−$158 |
| CoreCap Advisors, LLC | 189 | $8.79K | −$157 | Cut−$3.23K |
| Signature Equity Partners, LLC | 153 | $7.12K | −$127 | Cut−$127 |
| HARBOR INVESTMENT ADVISORY, LLC | 148 | $6.88K | — | New |
| Milestone Investment Advisors LLC | 140 | $6.51K | −$116 | Cut−$116 |
| AdvisorNet Financial, Inc | 115 | $5.37K | −$60 | Cut−$60 |
| Front Row Advisors LLC | 100 | $4.65K | −$83 | Cut−$83 |
| Vision Retirement, LLC | 89 | $4.14K | −$74 | Cut−$14.9K |
| Rossby Financial, LCC | 71 | $3.29K | −$71 | Cut−$1.06K |
| ASHTON THOMAS SECURITIES, LLC | 58 | $2.7K | — | New |
| Collier Financial | 54 | $2.53K | −$63 | Cut−$16 |
| Capital Advisor Network LLC | 52 | $2.42K | — | Held |
| EverSource Wealth Advisors, LLC | 52 | $2.42K | −$43 | Cut−$43 |
| Golden State Equity Partners | 50 | $2.33K | — | New |
| Thrivent Financial for Lutherans | 36.6K | $1.7K | −$13 | Added$961 |
| PARK AVENUE SECURITIES LLC | 22.3K | $1.04K | −$18 | Cut−$744 |
| WELLS FARGO & COMPANY/MN | 22 | $1K | −$51 | Cut−$5 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | 18.8K | $875 | −$16 | Cut−$15 |
| Hilton Head Capital Partners, LLC | 17 | $791 | −$14 | Cut−$14 |
| Cambridge Investment Research Advisors, Inc. | 16.8K | $779 | −$13 | Added$68 |
| Janney Montgomery Scott LLC | 16.2K | $752 | −$13 | Cut−$139 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 15 | $702 | −$8 | Cut−$434 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 10 | $465 | −$9 | Cut−$9 |
| Root Financial Partners, LLC | 10 | $465 | −$9 | Cut−$9 |
| Strategic Wealth Partners, Ltd. | 8 | $372 | −$7 | Cut−$7 |
| BNP PARIBAS FINANCIAL MARKETS | 7 | $326 | −$5 | Cut−$1.53M |
| HRT FINANCIAL LP | 5.98K | $278 | — | New |
| Opus Capital Group, LLC | 5.75K | $268 | −$5 | Cut−$7 |
| Allspring Global Investments Holdings, LLC | 1 | $66 | — | New |
| MASECO LLP | 1 | $47 | $0 | Held |
| CITIGROUP INC | 1 | $47 | — | New |
| ALERUS FINANCIAL NA | 1 | $47 | $0 | Held |
| TSFG, LLC | 454 | $21 | −$1 | Cut−$5 |