| Fidelity | 5.94M | $178.3M | $4.25M | Added$17.1M |
| MORGAN STANLEY | 5.01M | $150.2M | $3.86M | Added$620.1K |
| BANK OF AMERICA CORP /DE/ | 2.89M | $86.8M | $2.21M | Added$2.98M |
| TODD ASSET MANAGEMENT LLC | 1.84M | $55.2M | $1.41M | Added$1.78M |
| NORTHERN TRUST CORP | 1.31M | $39.3M | $822.5K | Added$8.06M |
| Cullen Capital Management, LLC | 1.08M | $32.4M | — | New |
| Clearbridge Investments, LLC | 1.05M | $31.5M | — | New |
| AMERICAN CENTURY COMPANIES INC | 962.4K | $28.9M | $586.8K | Added$6.6M |
| BlackRock, Inc. | 939K | $28.2M | $698.2K | Added$1.66M |
| Quantinno Capital Management LP | 924.4K | $27.7M | $611.9K | Added$4.5M |
| JONES FINANCIAL COMPANIES LLLP | 606.3K | $17.7M | $33 | Added$17.7M |
| ENVESTNET ASSET MANAGEMENT INC | 511.1K | $15.3M | $87.6K | Added$12M |
| WELLS FARGO & COMPANY/MN | 460K | $13.8M | $96.3K | Added$10.1M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 352.1K | $10.6M | $218.8K | Added$2.26M |
| EAGLE GLOBAL ADVISORS LLC | 335.4K | $10.1M | $257.9K | Added$269.3K |
| JPMORGAN CHASE & CO | 314.1K | $9.16M | −$9.51K | Added$4.53M |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 291.1K | $8.73M | $191K | Added$1.48M |
| RAYMOND JAMES FINANCIAL INC | 209.6K | $6.28M | $14K | Added$5.75M |
| Gilman Hill Asset Management, LLC | 203.2K | $6.09M | $153.5K | Added$267.7K |
| Boston Common Asset Management, LLC | 175.2K | $5.25M | $134.9K | Added$99.1K |
| Icahn Capital | 172K | $5.16M | $101.7K | Added$1.3M |
| JANE STREET GROUP, LLC | 167.5K | $5.02M | — | New |
| MERCER GLOBAL ADVISORS INC /ADV | 165.8K | $4.97M | $118K | Added$493.9K |
| Calamos Wealth Management LLC | 163.3K | $4.9M | $108.1K | Added$796K |
| Calamos Advisors LLC | 163.3K | $4.9M | — | New |
| OPPENHEIMER ASSET MANAGEMENT INC. | 160.5K | $4.81M | — | New |
| SEI INVESTMENTS CO | 159.5K | $4.79M | $110.9K | Added$630.8K |
| Gradient Investments LLC | 157.5K | $4.72M | — | New |
| Bank of New York Mellon Corp | 154.5K | $4.63M | $98.9K | Added$880.2K |
| QRG CAPITAL MANAGEMENT, INC. | 153.3K | $4.6M | $96K | Added$953.6K |
| Crossmark Global Holdings, Inc. | 144.2K | $4.33M | $92.8K | Added$805.1K |
| TWO SIGMA INVESTMENTS, LP | 140.8K | $4.22M | $31.2K | Added$3.04M |
| Vanguard Personalized Indexing Management, LLC | 134.7K | $4.04M | $103.7K | Cut−$1.26M |
| Pathstone Holdings, LLC | 123.4K | $3.7M | $94K | Added$130.9K |
| Cerity Partners LLC | 123K | $3.69M | $82.5K | Added$558.9K |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 114.4K | $3.43M | $50.2K | Added$1.53M |
| Henry James International Management Inc. | 111.5K | $3.34M | $85.8K | Cut−$2.52M |
| Renaissance Technologies | 109.6K | $3.29M | — | New |
| RITHOLTZ WEALTH MANAGEMENT | 104.1K | $3.12M | $60.6K | Added$822.6K |
| Callan Family Office, LLC | 104K | $3.12M | $79.1K | Added$119.1K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 97.1K | $2.91M | $11.9K | Added$2.46M |
| Orion Porfolio Solutions, LLC | 96.5K | $2.9M | $41.8K | Added$1.31M |
| NAPLES GLOBAL ADVISORS, LLC | 93.3K | $2.83M | $106.3K | Added$106.4K |
| ROYAL BANK OF CANADA | 88.5K | $2.65M | $30.5K | Added$1.46M |
| Mariner, LLC | 76.9K | $2.3M | $51.2K | Added$251.5K |
| US BANCORP \DE\ | 76.5K | $2.29M | $46.9K | Added$514.4K |
| Laird Norton Wetherby Trust Company, LLC | 74.3K | $2.23M | $56.1K | Added$97.8K |
| QUADRANT CAPITAL GROUP LLC | 73.1K | $2.19M | $56.3K | Added$56.3K |
| Connor, Clark & Lunn Investment Management Ltd. | 70.4K | $2.11M | $26.3K | Added$1.12M |
| FIRST TRUST ADVISORS LP | 66.6K | $2M | $42.3K | Added$390.8K |
| UBS Group AG | 66.5K | $1.99M | $20.6K | Added$1.21M |
| PARADIGM ASSET MANAGEMENT CO LLC | 66.4K | $1.99M | $51.1K | Added$51.1K |
| MML INVESTORS SERVICES, LLC | 66.4K | $1.99M | $16.2K | Added$1.37M |
| LPL Financial LLC | 66K | $1.98M | $25K | Added$1.03M |
| &PARTNERS | 68.9K | $1.97M | −$38.8K | Added$159K |
| Vise Technologies, Inc. | 67K | $1.96M | $0 | Held |
| DGS Capital Management, LLC | 64.9K | $1.95M | $42.5K | Added$333.8K |
| HighTower Advisors, LLC | 63.8K | $1.91M | $44K | Added$245.1K |
| CWM, LLC | 57.6K | $1.73M | $1.73M | Added$1.73M |
| GOLDMAN SACHS GROUP INC | 57.2K | $1.72M | $44K | Cut−$670.2K |
| Advisors Asset Management, Inc. | 56.9K | $1.71M | $38.9K | Added$231.8K |
| BTC Capital Management, Inc. | 52.3K | $1.57M | $39.7K | Cut−$911.2K |
| IEQ CAPITAL, LLC | 51.4K | $1.54M | $35.7K | Added$186K |
| Ativo Capital Management LLC | 51.1K | $1.53M | $39.4K | Added$39.1K |
| AMERIPRISE FINANCIAL INC | 49.2K | $1.48M | $30.3K | Added$324.3K |
| BNP PARIBAS FINANCIAL MARKETS | 48.2K | $1.45M | $4.07K | Added$1.29M |
| PNC Financial Services Group, Inc. | 46.7K | $1.4M | $33.9K | Added$111.9K |
| CITIGROUP INC | 44.4K | $1.33M | $5.81K | Added$1.11M |
| Corient Private Wealth LLC | 42.6K | $1.25M | $381 | Added$219.5K |
| RHUMBLINE ADVISERS | 37.6K | $1.13M | $27.2K | Added$98.2K |
| GREENLEAF TRUST | 37.4K | $1.12M | $28.8K | Added$28.8K |
| FIFTH THIRD BANCORP | 35.7K | $1.07M | $27.5K | Added$25.5K |
| Focus Partners Wealth | 34.6K | $1.05M | $33.8K | Added$198.4K |
| Aaron Wealth Advisors LLC | 34K | $1.02M | $18.1K | Added$332K |
| Strategic Global Advisors, LLC | 32.8K | $984.5K | $20.2K | Added$219.2K |
| NEUBERGER BERMAN GROUP LLC | 32.8K | $983.3K | $16.9K | Added$342.2K |
| DIMENSIONAL FUND ADVISORS LP | 32.6K | $976.4K | $25.1K | Added$25.1K |
| Creative Planning | 32.5K | $973.2K | $24.3K | Added$52.4K |
| Caprock Group, LLC | 32.2K | $966.9K | $21.5K | Added$149.4K |
| State Street | 32.1K | $963.7K | $24.7K | Added$24.7K |
| Qube Research & Technologies Ltd | 30.8K | $924.9K | — | New |
| Allspring Global Investments Holdings, LLC | 29.7K | $905.7K | $27K | Added$76.6K |
| Kathmere Capital Management, LLC | 29.7K | $890.9K | $20.3K | Added$121.8K |
| SYON CAPITAL LLC | 28.6K | $857.4K | $22K | Cut−$13.2K |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 28K | $838.5K | — | New |
| Cetera Investment Advisers | 27.6K | $828.2K | $11.3K | Added$399.1K |
| STIFEL FINANCIAL CORP | 27.3K | $818.9K | — | New |
| Dynasty Wealth Management, LLC | 26.8K | $804.2K | $20.6K | Added$22.6K |
| XTX Topco Ltd | 26.6K | $797.6K | — | New |
| Atria Investments, Inc | 26K | $780.5K | $5.65K | Added$565.8K |
| BANK OF MONTREAL /CAN/ | 26K | $780K | $5.45K | Added$573.3K |
| Sequoia Financial Advisors, LLC | 26K | $779.4K | $19.5K | Added$39.2K |
| CHOREO, LLC | 25.9K | $775.5K | $14K | Added$50.2K |
| Plan A Wealth LLC | 25.2K | $755.7K | $18.7K | Added$45.2K |
| TRED AVON FAMILY WEALTH, LLC | 25.2K | $755.4K | $19.4K | Cut−$89.3K |
| Investment Research Partners LLC | 24.8K | $744.5K | $18.2K | Added$54.6K |
| Systematic Alpha Investments, LLC | 24.8K | $744.1K | $19.1K | Added$19.1K |
| Sanctuary Advisors, LLC | 23.3K | $699.9K | — | New |
| Lido Advisors, LLC | 23.2K | $696.8K | $60.8K | Added$241.8K |
| Compound Planning, Inc. | 23.2K | $694.6K | $14.4K | Added$146.5K |
| Savvy Advisors, Inc. | 23K | $689.8K | $16K | Added$82.5K |
| Citadel | 21.3K | $638.8K | $9.38K | Added$282.9K |
| Versant Capital Management, Inc | 21.1K | $633.9K | $13.4K | Added$125.8K |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 21.1K | $633.8K | — | New |
| Brooklyn Investment Group | 20.6K | $616.6K | $4.66K | Added$280.1K |
| Curi Capital, LLC | 20.4K | $612.4K | $15.7K | Cut−$1.19M |
| Venturi Wealth Management, LLC | 20.3K | $608K | $14.9K | Added$42.7K |
| MILLENNIUM MANAGEMENT LLC | 19.9K | $598.1K | — | New |
| GLENMEDE TRUST CO NA | 19.8K | $592.6K | $14K | Added$60.5K |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 19.2K | $576.3K | — | New |
| TRUIST FINANCIAL CORP | 19.1K | $571.7K | $6.57K | Added$322.5K |
| EVERGREEN CAPITAL MANAGEMENT LLC | 19K | $569.8K | $12.7K | Added$87.9K |
| Summit Trail Advisors, LLC | 18.8K | $564.2K | — | New |
| Savant Capital, LLC | 18.5K | $554.1K | $11.7K | Added$108.3K |
| Ethic Inc. | 18K | $538.4K | $11.4K | Added$107.9K |
| Aquatic Capital Management LLC | 17.6K | $528.1K | $1.23K | Added$481.3K |
| JMN Financial LLC | 16.8K | $504.3K | $10K | Added$124.5K |
| Vident Advisory, LLC | 16.7K | $502.2K | $11.1K | Added$82.4K |
| SIGNATUREFD, LLC | 16.6K | $498.1K | $12.8K | Added$8.81K |
| Naviter Wealth, LLC | 16.2K | $487.3K | $11.5K | Added$52.6K |
| Marks Group Wealth Management, Inc | 16.1K | $483.6K | — | New |
| FRANKLIN RESOURCES INC | 16.1K | $482.6K | $12.4K | Added$13.2K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 15.3K | $458.7K | $10.3K | Added$67.6K |
| HB Wealth Management, LLC | 14.9K | $448.3K | $10.1K | Added$63.7K |
| First Affirmative Financial Network | 14.4K | $432.4K | — | Held |
| Hardy Reed LLC | 14.3K | $429.9K | $11K | Added$9.69K |
| Hennion & Walsh Asset Management, Inc. | 14.1K | $424.3K | — | New |
| ASSETMARK, INC | 13.5K | $404.2K | $10.4K | Cut−$5.43K |
| Optas, LLC | 12.8K | $384.8K | $9.88K | Added$8.04K |
| PDS Planning, Inc | 12.8K | $383.7K | $9.85K | Added$7.46K |
| CAPTRUST FINANCIAL ADVISORS | 12.3K | $369.8K | $8.85K | Added$34K |
| OpenArc Corporate Advisory, LLC | 12.3K | $368.8K | $6.14K | Added$135.8K |
| YOUSIF CAPITAL MANAGEMENT, LLC | 12.2K | $366.6K | −$4.16K | Cut−$4.16K |
| Checchi Capital Advisers, LLC | 11.8K | $354.5K | $9.1K | Cut−$13.6K |
| Rockefeller Capital Management L.P. | 11.5K | $344.2K | $4.25K | Added$182K |
| Abel Hall, LLC | 11.4K | $343.3K | $7.01K | Added$77.2K |
| Net Worth Advisory Group | 11.1K | $332.3K | $8.56K | Added$6.95K |
| Ascent Group, LLC | 11K | $330.3K | $8.15K | Added$21.1K |
| Clearstead Advisors, LLC | 10.7K | $321.6K | — | New |
| Pinnacle Wealth Planning Services, Inc. | 10.6K | $317.9K | $7.9K | Added$18.3K |
| Parallel Advisors, LLC | 10.3K | $308.1K | $7.11K | Added$38.3K |
| Dorsey & Whitney Trust CO LLC | 9.94K | $298K | $7.33K | Added$20K |
| Smartleaf Asset Management LLC | 9.98K | $291K | −$2.4K | Added$19.7K |
| PALLADIEM, LLC | 8.96K | $277.3K | $13.8K | Added$13.8K |
| ATLAS CAPITAL ADVISORS INC. | 9.23K | $276.7K | $746 | Added$248.4K |
| REGIONS FINANCIAL CORP | 9.08K | $272.3K | — | New |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 9.06K | $271.7K | $6.63K | Added$20.3K |
| GAMMA Investing LLC | 8.86K | $265.7K | $5.16K | Added$69.9K |
| Mattson Financial Services, LLC | 8.83K | $264.7K | — | New |
| KEYBANK NATIONAL ASSOCIATION/OH | 8.55K | $256.6K | — | New |
| ELEVATION POINT WEALTH PARTNERS, LLC | 8.46K | $253.6K | $5.43K | Added$48.3K |
| Point72 Asset Management, L.P. | 8.39K | $251.5K | — | New |
| Brown Financial Advisors | 8.32K | $249.6K | — | New |
| XPONANCE LLC | 8.21K | $246.3K | — | New |
| D'Orazio & Associates, Inc. | 8.09K | $242.6K | $5.62K | Added$29.3K |
| Abacus Wealth Partners, LLC | 7.96K | $238.6K | $6.13K | Added$6.13K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 7.93K | $238.2K | — | New |
| Vestmark Advisory Solutions, Inc. | 7.92K | $237.6K | — | New |
| SAGE RHINO CAPITAL LLC | 7.8K | $234.1K | $6.01K | Added$4.08K |
| WEALTH ALLIANCE, LLC | 7.79K | $233.5K | — | New |
| COLDSTREAM CAPITAL MANAGEMENT INC | 7.76K | $232.9K | — | New |
| Bridgewater Advisors Inc. | 5.71K | $216.9K | — | New |
| Frec Markets, Inc. | 7.22K | $216.5K | — | New |
| Portside Wealth Group, LLC | 7.14K | $214.1K | — | New |
| Ballentine Partners, LLC | 7.03K | $210.8K | $5.41K | Cut−$929 |
| EWA, LLC | 6.98K | $209.4K | $5.38K | Added$5.38K |
| EP Wealth Advisors, LLC | 6.76K | $202.7K | — | New |
| OSAIC HOLDINGS, INC. | 5.41K | $162.2K | $2.51K | Added$65.9K |
| TD PRIVATE CLIENT WEALTH LLC | 4.94K | $148.3K | $67 | Added$145.7K |
| EverSource Wealth Advisors, LLC | 4.92K | $147.5K | $3.7K | Added$7.29K |
| HUNTINGTON NATIONAL BANK | 4.06K | $121.8K | $2.79K | Added$16K |
| Farther Finance Advisors, LLC | 3.6K | $109.7K | $3.95K | Added$15.9K |
| Cromwell Holdings LLC | 3.05K | $91.5K | $2.35K | Added$2.35K |
| Horizon Investments, LLC | 2.72K | $81.6K | — | New |
| DEUTSCHE BANK AG\ | 2.29K | $68.8K | — | New |
| Salomon & Ludwin, LLC | 2.1K | $63.2K | $141 | Added$41K |
| WealthCollab, LLC | 1.82K | $54.7K | $1.4K | Added$1.4K |
| Russell Investments Group, Ltd. | 1.76K | $52.9K | $1.15K | Added$9.22K |
| Brentview Investment Management LLC | 1.76K | $52.8K | $1.35K | Added$1.35K |
| Allworth Financial LP | 1.68K | $50.5K | $797 | Added$20.3K |
| V-Square Quantitative Management LLC | 1.62K | $48.5K | $885 | Added$14.9K |
| Bruce G. Allen Investments, LLC | 1.54K | $46.3K | $1.19K | Added$1.19K |
| Addison Advisors LLC | 1.54K | $46.1K | $1.18K | Added$1.18K |
| Ares Financial Consulting, LLC | 1.49K | $45.4K | — | New |
| Transamerica Financial Advisors, LLC | 1.38K | $41.4K | $57 | Added$39.3K |
| Owl Creek Wealth Partners LLC | 1.3K | $39.1K | — | Held |
| Blue Trust, Inc. | 1.22K | $36.6K | $942 | Cut−$4.32K |
| TWIN PEAKS WEALTH ADVISORS, LLC | 1.2K | $36K | — | New |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 1.15M | $34.4K | $883 | Added$883 |
| Larson Financial Group LLC | 1.07K | $32K | $558 | Added$10.8K |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 965 | $28.9K | $743 | Added$743 |
| Harbor Asset Planning, Inc. | 905 | $27.1K | $697 | Added$697 |
| Manchester Capital Management LLC | 790 | $23.7K | $609 | Added$609 |
| NATIXIS ADVISORS, LLC | 770.6K | $23.1K | $127 | Added$18.3K |
| UMB Bank, n.a. | 740 | $22.2K | $570 | Added$570 |
| MAI Capital Management | 735 | $22K | $301 | Added$10.6K |
| Arax Advisory Partners | 714 | $21.4K | $552 | Cut−$38.4K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 694 | $20.8K | $321 | Added$8.63K |
| Advisory Services Network, LLC | 694 | $20.8K | — | New |
| IFP Advisors, Inc | 654 | $19.6K | $381 | Added$5.15K |
| True Wealth Design, LLC | 611 | $18.3K | $397 | Added$3.25K |
| BAYBAN | 590 | $17.7K | $454 | Added$454 |
| Sound Income Strategies, LLC | 544 | $16.6K | −$136 | Cut−$136 |
| HARBOUR INVESTMENTS, INC. | 513 | $15.3K | $92 | Added$11.2K |
| Ancora Advisors LLC | 502 | $15.1K | — | New |
| EVOLUTION WEALTH MANAGEMENT INC. | 500 | $15K | $385 | Added$385 |
| Financial Management Professionals, Inc. | 483 | $14.5K | $372 | Added$372 |
| ALBION FINANCIAL GROUP /UT | 475 | $14.2K | $366 | Added$366 |
| Bell Investment Advisors, Inc | 456 | $13.7K | $181 | Added$6.81K |
| PRIVATE TRUST CO NA | 413 | $12.4K | $206 | Added$4.55K |
| MATHER GROUP, LLC. | 403 | $12.1K | — | New |
| Trifecta Capital Advisors, LLC | 400 | $12K | — | New |
| LRI Investments, LLC | 372 | $11.2K | — | New |
| Steward Partners Investment Advisory, LLC | 344 | $10.3K | $200 | Added$2.72K |
| Kingdom Financial Group LLC. | 328 | $9.84K | — | New |
| Lloyd Advisory Services, LLC. | 328 | $9.84K | — | New |
| Whipplewood Advisors, LLC | 320 | $9.6K | — | New |
| Root Financial Partners, LLC | 300 | $9K | $231 | Cut−$996 |
| Physician Wealth Advisors, Inc. | 290 | $8.7K | $224 | Added$224 |
| SHP Wealth Management | 278 | $8.36K | $214 | Added$214 |
| BROWN BROTHERS HARRIMAN & CO | 245 | $7.35K | $189 | Added$189 |
| Parkside Financial Bank & Trust | 245 | $7.35K | $189 | Added$189 |
| Cornerstone Financial Management LLC | 237 | $7.11K | $183 | Added$183 |
| BROWN, LISLE/CUMMINGS, INC. | 216 | $6.47K | $67 | Added$4.11K |
| Signature Equity Partners, LLC | 205 | $6.15K | $124 | Added$1.44K |
| Dogwood Wealth Management LLC | 205 | $6.15K | — | New |
| MANNING & NAPIER ADVISORS LLC | 199 | $5.8K | −$41 | Added$1.13K |
| Pinnacle Bancorp, Inc. | 175 | $5.25K | $134 | Added$134 |
| CVA Family Office, LLC | 168 | $5.04K | $129 | Added$129 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 160 | $4.8K | $123 | Added$123 |
| American Capital Advisory, LLC | 145 | $4.35K | $15 | Added$3.76K |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 135 | $4.05K | $104 | Added$104 |
| RMG Wealth Management LLC | 103 | $3.78K | — | New |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 115 | $3.78K | $419 | Added$419 |
| North Star Investment Management Corp. | 125 | $3.75K | $97 | Added$97 |
| HIGHLINE WEALTH PARTNERS LLC | 116 | $3.48K | $89 | Added$89 |
| JNBA Financial Advisors | 109 | $3.27K | $84 | Added$84 |
| Arlington Trust Co LLC | 97 | $2.91K | — | New |
| Cullen/Frost Bankers, Inc. | 93 | $2.79K | $19 | Added$2.06K |
| IMA Advisory Services, Inc. | 85 | $2.55K | $66 | Cut−$168 |
| JPL Wealth Management, LLC | 80 | $2.4K | — | New |
| NISA INVESTMENT ADVISORS, LLC | 77 | $2.31K | — | New |
| NBC SECURITIES, INC. | 76 | $2.28K | $59 | Added$59 |
| Independence Bank of Kentucky | 70 | $2.1K | $54 | Added$54 |
| Geneos Wealth Management Inc. | 70 | $2.1K | $54 | Added$54 |
| Nemes Rush Group LLC | 67 | $2.01K | $51 | Added$51 |
| Lester Murray Antman dba SimplyRich | 63.2K | $1.9K | $49 | Added$46 |
| SJS Investment Consulting Inc. | 57 | $1.71K | $32 | Added$482 |
| Burk Holdings LLC | 57 | $1.71K | — | New |
| Essential Partners LLC | 52 | $1.56K | $32 | Added$332 |