| Fidelity | 8.25M | $480.1M | $43.4M | Added$395.5M |
| Westwood Global Investments, LLC | 6.67M | $388.3M | $131.7M | Added$108.7M |
| Renaissance Technologies | 3.2M | $186.2M | $58.5M | Added$72.2M |
| WELLINGTON MANAGEMENT GROUP LLP | 2.41M | $139.9M | $47.5M | Added$36.8M |
| MORGAN STANLEY | 1.18M | $68.5M | $23.1M | Added$23.6M |
| Invesco Ltd. | 1.17M | $68M | $10.8M | Added$47M |
| DIMENSIONAL FUND ADVISORS LP | 1.12M | $65.2M | $22.1M | Added$17.7M |
| Driehaus Capital Management LLC | 888.3K | $51.7M | — | New |
| GOLDMAN SACHS GROUP INC | 720.9K | $41.9M | $14.2M | Added$10.4M |
| BlackRock, Inc. | 715.8K | $41.6M | $13.7M | Added$14.9M |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 646.9K | $38.1M | $13.2M | Added$12.8M |
| CWA Asset Management Group, LLC | 506.6K | $29.5M | — | New |
| UBS Group AG | 499K | $29M | $4.39M | Added$20.5M |
| ASSETMARK, INC | 490.8K | $28.6M | $9.68M | Added$9.18M |
| Grantham, Mayo, Van Otterloo & Co. LLC | 347.6K | $20.2M | $6.56M | Added$7.45M |
| Carrhae Capital LLP | 337.4K | $19.6M | — | New |
| Harding Loevner LP | 292.9K | $17M | $5.78M | Added$5.07M |
| Citadel | 292.4K | $17M | $5.77M | Cut−$18.8M |
| Medina Value Partners, LLC | 253.4K | $14.7M | $5M | Cut−$6.85M |
| Capital Wealth Planning, LLC | 240.5K | $14M | — | New |
| NORTHERN TRUST CORP | 217.9K | $12.7M | $4.3M | Added$4.03M |
| Kiltearn Partners LLP | 204.9K | $11.9M | $4.04M | Added$2.35M |
| State Street | 203.2K | $11.8M | $3.96M | Added$4.11M |
| Connor, Clark & Lunn Investment Management Ltd. | 178.4K | $10.4M | — | New |
| BANK OF AMERICA CORP /DE/ | 158.4K | $9.22M | $3.13M | Cut−$3.75M |
| Legal & General Group Plc | 146.5K | $8.52M | $2.89M | Added$2.06M |
| Quantinno Capital Management LP | 146.3K | $8.51M | $2.39M | Added$3.86M |
| NATIONAL BANK OF CANADA /FI/ | 145.9K | $8.48M | — | New |
| Icahn Capital | 145.4K | $8.46M | $2.19M | Added$4.2M |
| Ethic Inc. | 125.6K | $7.31M | $2.48M | Added$1.76M |
| FEARNLEY ASSET MANAGEMENT AS | 112.7K | $6.56M | $947K | Added$4.71M |
| JANE STREET GROUP, LLC | 100.8K | $5.87M | — | New |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | 100.7K | $5.86M | $1.99M | Added$1.93M |
| Aventail Capital Group, LP | 87.4K | $5.08M | $1.21M | Added$2.73M |
| LEUTHOLD GROUP, LLC | 84K | $4.89M | — | New |
| Creative Planning | 72.8K | $4.24M | $1.14M | Added$2.01M |
| MILLENNIUM MANAGEMENT LLC | 68.7K | $4M | $1.36M | Cut−$2.01M |
| Integrated Quantitative Investments LLC | 66.8K | $3.89M | $844.8K | Added$2.24M |
| GTS SECURITIES LLC | 62.7K | $3.65M | — | New |
| CITIGROUP INC | 61.4K | $3.57M | $947.7K | Added$1.73M |
| LAZARD ASSET MANAGEMENT LLC | 58.3K | $3.39M | $1.14M | Added$1.16M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 57.3K | $3.34M | $1.02M | Added$1.35M |
| MANNING & NAPIER ADVISORS LLC | 52.5K | $3.05M | $1.02M | Added$960.1K |
| GUGGENHEIM CAPITAL LLC | 49.6K | $2.89M | $713.6K | Added$1.5M |
| Crossmark Global Holdings, Inc. | 48.5K | $2.82M | $956.6K | Added$908.5K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 44.4K | $2.58M | $876.3K | Added$556.5K |
| WELLS FARGO & COMPANY/MN | 44.4K | $2.58M | $172.1K | Added$2.25M |
| HIGHLAND CAPITAL MANAGEMENT, LLC | 43.9K | $2.56M | $866.5K | Added$860.8K |
| Vident Advisory, LLC | 43K | $2.5M | $340.3K | Added$1.84M |
| Lighthouse Investment Partners, LLC | 42.5K | $2.47M | $710.3K | Added$1.09M |
| Campbell & CO Investment Adviser LLC | 41K | $2.39M | — | New |
| Mariner, LLC | 40.3K | $2.34M | $614.4K | Added$1.14M |
| Pathstone Holdings, LLC | 40.3K | $2.34M | $765.3K | Added$852.6K |
| MERCER GLOBAL ADVISORS INC /ADV | 33.6K | $1.96M | $663.7K | Added$411.6K |
| NEW YORK STATE COMMON RETIREMENT FUND | 33.4K | $1.94M | $659K | Added$296.8K |
| Brooklyn Investment Group | 32.7K | $1.9M | $351.3K | Added$1.21M |
| Caitong International Asset Management Co., Ltd | 32.2K | $1.87M | $118 | Added$1.87M |
| Cerity Partners LLC | 31.6K | $1.84M | $592.9K | Added$684.3K |
| BANK OF MONTREAL /CAN/ | 30.3K | $1.76M | $112.2K | Added$1.55M |
| AMERICAN CENTURY COMPANIES INC | 28.7K | $1.67M | $345.8K | Added$997.9K |
| Bridgewater | 28.6K | $1.67M | — | New |
| ENVESTNET ASSET MANAGEMENT INC | 28.4K | $1.65M | $559.6K | Added$548.1K |
| Mork Capital Management, LLC | 28.3K | $1.65M | $558.8K | Added$558.8K |
| SEI INVESTMENTS CO | 26.7K | $1.56M | $399.2K | Added$777.1K |
| CSS LLC/IL | 26.6K | $1.55M | $525.8K | Added$240.1K |
| VANGUARD CAPITAL MANAGEMENT LLC | 26.6K | $1.55M | — | Held |
| TD Waterhouse Canada Inc. | 26.4K | $1.53M | $250.1K | Added$1.03M |
| LPL Financial LLC | 25.4K | $1.48M | $403.9K | Added$693.1K |
| VIKING FUND MANAGEMENT LLC | 25K | $1.45M | $493.2K | Added$377.9K |
| Hennion & Walsh Asset Management, Inc. | 24K | $1.4M | $474.3K | Added$442.5K |
| Callan Family Office, LLC | 24K | $1.39M | $466.5K | Added$485.5K |
| EVERGREEN CAPITAL MANAGEMENT LLC | 23.9K | $1.39M | $456.9K | Added$502.9K |
| Cadence Wealth Management LLC | 23.7K | $1.38M | $434.3K | Added$533.1K |
| AMERIPRISE FINANCIAL INC | 23.4K | $1.36M | $451.7K | Added$483.7K |
| Laird Norton Wetherby Trust Company, LLC | 23.3K | $1.36M | $459.6K | Added$452K |
| FORA Capital, LLC | 23K | $1.34M | — | New |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 22.7K | $1.32M | $448.1K | Added$183.8K |
| Walleye Trading LLC | 22.2K | $1.29M | — | New |
| Beck Bode, LLC | 21.2K | $1.23M | $380.8K | Added$488.7K |
| Vanguard Personalized Indexing Management, LLC | 20.8K | $1.21M | $410K | Added$335.2K |
| GABELLI FUNDS LLC | 20K | $1.16M | $394.6K | Added$394.6K |
| JPMORGAN CHASE & CO | 19K | $1.09M | $356.2K | Added$340.1K |
| Tidal Investments LLC | 18.5K | $1.07M | $339.6K | Added$413.2K |
| SIGNATUREFD, LLC | 18.4K | $1.07M | $363.5K | Added$357.5K |
| North of South Capital LLP | 18.1K | $1.05M | — | New |
| Sanctuary Advisors, LLC | 17.6K | $1.03M | — | New |
| Illumine Investment Management, LLC | 17.6K | $1.02M | — | New |
| CHESAPEAKE CAPITAL CORP /IL/ | 17.3K | $1.01M | $321.3K | Added$379.2K |
| THORNBURG INVESTMENT MANAGEMENT INC | 16.8K | $977K | $331.3K | Added$158.1K |
| NAPLES GLOBAL ADVISORS, LLC | 16.7K | $969.3K | $321.8K | Added$342.2K |
| IEQ CAPITAL, LLC | 16.6K | $967.8K | $296.7K | Added$389.5K |
| TWO SIGMA SECURITIES, LLC | 16.3K | $949.3K | — | New |
| HENNESSY ADVISORS INC | 16.2K | $942.5K | $236.8K | Added$481.1K |
| IMC-Chicago, LLC | 15K | $872.9K | — | New |
| QRG CAPITAL MANAGEMENT, INC. | 15K | $871K | $295.4K | Added$193.9K |
| QUADRANT CAPITAL GROUP LLC | 14.5K | $840.8K | $270.5K | Added$313.7K |
| US BANCORP \DE\ | 14.4K | $835.1K | $283.2K | Added$72.4K |
| Corient Private Wealth LLC | 14.7K | $835K | $227.1K | Added$355.1K |
| XTX Topco Ltd | 14.3K | $834.1K | $282.9K | Cut−$3.08M |
| FIRST TRUST ADVISORS LP | 14.3K | $832.2K | $126.1K | Added$586.4K |
| Russell Investments Group, Ltd. | 13.4K | $777.4K | $213.8K | Added$360.8K |
| ALTRINSIC GLOBAL ADVISORS LLC | 13.3K | $771.1K | $261.5K | Added$224.7K |
| Dynasty Wealth Management, LLC | 13.2K | $769.8K | $261.1K | Added$198.9K |
| Bank of New York Mellon Corp | 13.1K | $762.2K | $246K | Added$282.7K |
| 1832 Asset Management L.P. | 12.8K | $743.3K | $252.1K | Added$252.1K |
| Savant Capital, LLC | 12.4K | $718.8K | $243.8K | Added$227.5K |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 12.2K | $710.8K | — | New |
| J2 Capital Management Inc | 12.1K | $704.9K | $239K | Added$101.3K |
| HighTower Advisors, LLC | 11.6K | $674.2K | $228.6K | Added$203.2K |
| PROFUND ADVISORS LLC | 11.4K | $661.4K | $224.3K | Added$156.2K |
| ExodusPoint Capital Management, LP | 11.4K | $661.1K | — | New |
| FOX RUN MANAGEMENT, L.L.C. | 11.2K | $638K | — | New |
| Focus Partners Wealth | 10.6K | $617K | $151K | Added$322.7K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 9.97K | $580.3K | $190.6K | Added$179.2K |
| ROYAL BANK OF CANADA | 9.7K | $564K | $191.3K | Cut−$2.08M |
| YOUSIF CAPITAL MANAGEMENT, LLC | 9.55K | $555.5K | $151.1K | Added$151.1K |
| Gallo Partners, LP | 9.48K | $551.7K | — | New |
| Corient IA LLC | 9.33K | $542.8K | $184.1K | Added$184.1K |
| Jackson Hole Capital Partners, LLC | 9.24K | $537.5K | $182.3K | Added$182.3K |
| GROUP ONE TRADING LLC | 8.71K | $506.9K | $42.2K | Added$424.7K |
| Strategic Investment Advisors / MI | 8.52K | $495.6K | $168.1K | Added$130.1K |
| MARSHALL WACE, LLP | 8K | $465.4K | — | New |
| BSW Wealth Partners | 7.9K | $459.8K | $155.9K | Added$155.1K |
| Sivia Capital Partners, LLC | 7.86K | $457.2K | — | New |
| TWO SIGMA INVESTMENTS, LP | 7.59K | $441.8K | $149.8K | Added$149.8K |
| NEW VERNON CAPITAL HOLDINGS II LLC | 7.58K | $441.1K | $149.6K | Added$149.6K |
| Centiva Capital, LP | 7.5K | $436.4K | — | New |
| PNC Financial Services Group, Inc. | 7.24K | $421.2K | $134.6K | Added$158.8K |
| Merit Financial Group, LLC | 6.96K | $404.9K | — | New |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 6.87K | $399.8K | $24.7K | Added$351.7K |
| Caprock Group, LLC | 6.81K | $396.1K | $134.3K | Cut−$202.4K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 6.8K | $395K | $120.7K | Added$60K |
| Sequoia Financial Advisors, LLC | 6.76K | $393.5K | $131.4K | Added$137.4K |
| Integrated Wealth Concepts LLC | 6.75K | $392.7K | $133.2K | Cut−$333.3K |
| Baron Wealth Management LLC | 6.73K | $391.7K | $129.5K | Added$139.3K |
| Aaron Wealth Advisors LLC | 6.65K | $387.1K | $107.5K | Added$177.5K |
| Sanchez Gaunt Capital Management, LLC | 6.58K | $382.9K | — | Held |
| Cetera Investment Advisers | 6.56K | $381.6K | $127.2K | Added$133.7K |
| Trek Financial, LLC | 6.53K | $380K | — | New |
| GREENLEAF TRUST | 6.5K | $377.9K | $118.5K | Added$147K |
| RHUMBLINE ADVISERS | 6.43K | $374.4K | $117.9K | Added$144.6K |
| Ballentine Partners, LLC | 6.37K | $370.5K | $109.7K | Added$156.8K |
| R Squared Ltd | 6.25K | $363.4K | $123.2K | Cut−$136.2K |
| BNP PARIBAS FINANCIAL MARKETS | 6.05K | $351.9K | $119.3K | Cut−$961.4K |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 5.98K | $348K | $118K | Added$105.1K |
| GLENMEDE TRUST CO NA | 5.82K | $338.6K | $114.7K | Added$115.1K |
| Rossby Financial, LCC | 5.62K | $325.2K | $109.3K | Added$108K |
| Versant Capital Management, Inc | 5.25K | $305.3K | $92K | Added$126.1K |
| Pinnacle Wealth Planning Services, Inc. | 5.17K | $301K | $102.1K | Added$63.5K |
| EverSource Wealth Advisors, LLC | 5.1K | $296.7K | $78.1K | Added$144.5K |
| MGO ONE SEVEN LLC | 5.04K | $293K | $99.4K | Added$62.2K |
| Parallel Advisors, LLC | 4.97K | $289.2K | $72.3K | Added$148.3K |
| Rockefeller Capital Management L.P. | 4.92K | $286.5K | $35.5K | Added$217.2K |
| EVOLVE PRIVATE WEALTH, LLC | 4.92K | $286.2K | — | New |
| Allspring Global Investments Holdings, LLC | 4.82K | $280.2K | — | New |
| CHOREO, LLC | 4.6K | $267.6K | — | New |
| Stirlingshire Investments, Inc. | 4.04K | $235K | — | New |
| Advyzon Investment Management, LLC | 4.01K | $233.5K | — | New |
| SYON CAPITAL LLC | 4K | $232.4K | — | New |
| NEUBERGER BERMAN GROUP LLC | 3.84K | $223.2K | — | New |
| FRANKLIN RESOURCES INC | 3.78K | $219.8K | — | New |
| RAYMOND JAMES FINANCIAL INC | 3.73K | $217K | — | New |
| Fayez Sarofim & Co | 3.66K | $212.8K | — | New |
| PDS Planning, Inc | 3.59K | $209K | — | New |
| Larry Mathis Financial Planning, LLC | 3.57K | $207.9K | — | New |
| D'Orazio & Associates, Inc. | 3.5K | $203.6K | — | New |
| Virtus Investment Advisers, LLC | 3.3K | $191.9K | $65.1K | Added$28K |
| VAN ECK ASSOCIATES CORP | 2.89M | $168.3K | $39.8K | Added$90.7K |
| Farther Finance Advisors, LLC | 2.51K | $145.1K | $45.4K | Added$55.4K |
| GAMMA Investing LLC | 2.18K | $126.8K | $35.8K | Added$57.2K |
| JONES FINANCIAL COMPANIES LLLP | 2.14K | $124.9K | $7.81K | Added$109.7K |
| BROWN BROTHERS HARRIMAN & CO | 1.97K | $114.4K | $2.47K | Added$109.6K |
| CWM, LLC | 1.78K | $103.4K | $89.8K | Added$103.3K |
| AdvisorNet Financial, Inc | 1.76K | $102.7K | $34.8K | Added$34.8K |
| Advisory Services Network, LLC | 1.69K | $98K | — | New |
| Smartleaf Asset Management LLC | 1.66K | $94.8K | $30.4K | Added$28.5K |
| Cromwell Holdings LLC | 1.58K | $91.8K | $31.1K | Added$31.1K |
| Advisors Asset Management, Inc. | 1.53K | $89.2K | $30.2K | Cut−$62.1K |
| PRICE T ROWE ASSOCIATES INC /MD/ | 1.45M | $84.1K | $28.5K | Added$20.6K |
| Community Bank, N.A. | 1K | $58.2K | $19.7K | Added$19.7K |
| TD PRIVATE CLIENT WEALTH LLC | 999 | $58.1K | $19.7K | Cut−$2.48K |
| Blue Trust, Inc. | 873 | $50.8K | $14.4K | Added$22.7K |
| OSAIC HOLDINGS, INC. | 853 | $49.7K | $16.9K | Added$8.86K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 772 | $44.9K | $12.9K | Added$19.7K |
| Bayforest Capital Ltd | 589 | $34.3K | — | New |
| MAI Capital Management | 519 | $30.2K | $4.38K | Added$21.7K |
| PALLADIEM, LLC | 460 | $27.2K | $9.36K | Added$9.36K |
| Sound Income Strategies, LLC | 448 | $26K | $7.23K | Added$7.23K |
| Ares Financial Consulting, LLC | 446 | $25.8K | — | New |
| Owl Creek Wealth Partners LLC | 432 | $25.1K | — | Held |
| WealthCollab, LLC | 397 | $23.1K | $7.83K | Added$7.83K |
| True Wealth Design, LLC | 353 | $20.5K | $5.19K | Added$10.4K |
| ROTHSCHILD INVESTMENT LLC | 320 | $18.6K | $6.25K | Added$6.43K |
| Bruce G. Allen Investments, LLC | 316 | $18.4K | $6.24K | Added$6.24K |
| Allworth Financial LP | 306 | $17.8K | $4.76K | Added$8.54K |
| UMB Bank, n.a. | 262 | $15.2K | $5.17K | Added$5.17K |
| Whipplewood Advisors, LLC | 256 | $14.9K | — | New |
| SJS Investment Consulting Inc. | 244 | $14.2K | $4.81K | Added$4.81K |
| First Command Advisory Services, Inc. | 241 | $14K | — | New |
| Boreal Capital Management LLC | 200 | $11.6K | $3.95K | Added$3.95K |
| Larson Financial Group LLC | 193 | $11.2K | $2.68K | Added$6K |
| Arax Advisory Partners | 191 | $11.1K | $3.76K | Cut−$4.93K |
| Salomon & Ludwin, LLC | 160 | $9.3K | $2.8K | Added$2.8K |
| Essential Partners LLC | 157 | $9.13K | $3.1K | Added$3.1K |
| NISA INVESTMENT ADVISORS, LLC | 150 | $8.73K | $2.96K | Added$2.96K |
| Quest 10 Wealth Builders, Inc. | 150 | $8.73K | $2.96K | Added$2.96K |
| Federation des caisses Desjardins du Quebec | 140 | $8.14K | $2.76K | Added$2.76K |
| Cornerstone Planning Group LLC | 120 | $7.62K | $2.04K | Added$2.87K |
| Colonial Trust Advisors | 100 | $5.82K | — | New |
| Valued Wealth Advisors LLC | 99 | $5.76K | $1.95K | Added$1.95K |
| Physician Wealth Advisors, Inc. | 98 | $5.7K | $1.93K | Added$1.93K |
| FINANCIAL CONSULATE, INC | 94 | $5.47K | $926 | Added$3.66K |
| Manchester Capital Management LLC | 90 | $5.24K | $1.78K | Added$1.78K |
| PRIVATE TRUST CO NA | 86 | $5.03K | $243 | Added$4.51K |
| CoreCap Advisors, LLC | 80 | $4.65K | $1.58K | Added$1.58K |
| Bell Investment Advisors, Inc | 74 | $4.31K | $1.46K | Added$1.46K |
| JFS WEALTH ADVISORS, LLC | 72 | $4.19K | $1.42K | Added$766 |
| Bare Financial Services, Inc | 71 | $4.13K | $1.4K | Added$1.4K |
| Kilter Group LLC | 69 | $4.01K | — | New |
| TWIN PEAKS WEALTH ADVISORS, LLC | 64 | $3.72K | — | New |
| HARBOUR INVESTMENTS, INC. | 62 | $3.61K | — | New |
| Parkside Financial Bank & Trust | 47 | $2.73K | $928 | Added$697 |
| Steward Partners Investment Advisory, LLC | 42 | $2.44K | $829 | Added$829 |
| SHP Wealth Management | 41 | $2.38K | $572 | Added$1.27K |
| TOTH FINANCIAL ADVISORY CORP | 40 | $2.33K | $790 | Added$790 |
| HRT FINANCIAL LP | 39.8K | $2.31K | — | New |
| Transamerica Financial Advisors, LLC | 38 | $2.21K | $493 | Added$1.25K |
| MPWM ADVISORY SOLUTIONS, LLC | 34 | $1.98K | $671 | Added$671 |
| BARCLAYS PLC | 32 | $1.86K | $20 | Added$1.82K |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 30 | $1.75K | $591 | Added$591 |
| Western Wealth Management, LLC | 30 | $1.73K | — | New |
| Horizon Investments, LLC | 28 | $1.63K | — | New |
| Dogwood Wealth Management LLC | 28 | $1.63K | — | New |
| Tower Research Capital LLC (TRC) | 27 | $1.57K | $533 | Cut−$3.84M |
| Nemes Rush Group LLC | 22 | $1.28K | $434 | Added$434 |
| HANTZ FINANCIAL SERVICES, INC. | 18.6K | $1.08K | $305 | Added$483 |
| Silicon Valley Capital Partners | 18 | $1.05K | — | New |
| Burk Holdings LLC | 18 | $1.05K | — | New |
| MV CAPITAL MANAGEMENT, INC. | 17 | $990 | $39 | Added$913 |
| American Capital Advisory, LLC | 17 | $990 | $79 | Added$836 |
| GHP Investment Advisors, Inc. | 16 | $931 | — | New |
| Investors Portfolio Services LLC | 14 | $889 | — | New |
| Innovative Asset Advisors Group, LLC | 13 | $756 | — | Held |
| Arlington Trust Co LLC | 10 | $582 | — | New |
| GSA CAPITAL PARTNERS LLP | 8.07K | $470 | — | New |
| Ancora Advisors LLC | 8 | $465 | $157 | Added$157 |
| Root Financial Partners, LLC | 8 | $465 | $59 | Added$350 |
| IFP Advisors, Inc | 7 | $407 | — | New |
| SG Americas Securities, LLC | 7K | $407 | — | New |
| Financial Gravity Asset Management, Inc. | 6 | $349 | — | New |