| 1 | ALPS ADVISORS INC | $1.5B | 27,070,962 | +26,641,396 | add |
| 2 | Invesco Ltd. | $1.0B | 18,266,606 | +78,728 | add |
| 3 | Blackstone Inc. | $876M | 15,350,683 | −354,802 | trim |
| 4 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $418M | 7,319,250 | +410,868 | add |
| 5 | KAYNE ANDERSON CAPITAL ADVISORS LP | $390M | 6,826,567 | −400,833 | trim |
| 6 | UBS Group AG | $299M | 5,233,512 | −71,234 | trim |
| 7 | MORGAN STANLEY | $283M | 4,964,199 | −798,911 | trim |
| 8 | BANK OF MONTREAL /CAN/ | $230M | 4,027,427 | +4,021,783 | add |
| 9 | FMR LLC | $192M | 3,360,863 | +1,692,220 | add |
| 10 | Brave Warrior Advisors, LLC | $186M | 3,253,524 | −1,220,591 | trim |
| 11 | CIBC Bancorp USA Inc. | $148M | 2,642,104 | — | no prior |
| 12 | BANK OF AMERICA CORP /DE/ | $147M | 2,573,276 | −5,957,790 | trim |
| 13 | Clearbridge Investments, LLC | $134M | 2,343,689 | 0 | no change |
| 14 | WESTWOOD HOLDINGS GROUP INC | $128M | 2,236,856 | +2,194,739 | add |
| 15 | BROOKFIELD Corp /ON/ | $124M | 2,173,816 | −786,014 | trim |
| 16 | Fractal Investments LLC | $117M | 2,051,301 | 0 | no change |
| 17 | CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT | $106M | 1,859,100 | −24,700 | trim |
| 18 | EAGLE GLOBAL ADVISORS LLC | $103M | 1,805,346 | −79,239 | trim |
| 19 | ING GROEP NV | $101M | 1,768,200 | −1,135,600 | trim |
| 20 | DUFF & PHELPS INVESTMENT MANAGEMENT CO | $95.2M | 1,668,467 | +1,668,467 | new |
| 21 | AlphaCore Capital LLC | $92.2M | 1,615,514 | +8,912 | add |
| 22 | STIFEL FINANCIAL CORP | $75.9M | 1,330,465 | +2,326 | add |
| 23 | Mariner, LLC | $65.8M | 1,152,602 | −674 | trim |
| 24 | ROYAL BANK OF CANADA | $65.7M | 1,151,905 | +360,427 | add |
| 25 | Epoch Investment Partners, Inc. | $64.3M | 1,127,544 | −29,045 | trim |
| 26 | INFRASTRUCTURE CAPITAL ADVISORS, LLC | $61.0M | 1,068,251 | +30,267 | add |
| 27 | Progeny 3, Inc. | $58.0M | 1,015,966 | −42,993 | trim |
| 28 | RAYMOND JAMES FINANCIAL INC | $55.8M | 977,940 | +22,242 | add |
| 29 | DEUTSCHE BANK AG\ | $48.7M | 853,780 | 0 | no change |
| 30 | Allianz Asset Management GmbH | $47.3M | 829,136 | 0 | no change |
| 31 | WELLS FARGO & COMPANY/MN | $46.0M | 805,230 | +56,560 | add |
| 32 | Americana Partners, LLC | $43.7M | 765,467 | +5,161 | add |
| 33 | LONGFELLOW INVESTMENT MANAGEMENT CO LLC | $33.1M | 579,453 | −187,076 | trim |
| 34 | U.S. Capital Wealth Advisors, LLC | $33.0M | 577,581 | −840 | trim |
| 35 | JENNISON ASSOCIATES LLC | $31.1M | 545,070 | −125,257 | trim |
| 36 | Appaloosa LP | $28.7M | 502,460 | −125,040 | trim |
| 37 | LPL Financial LLC | $27.2M | 476,689 | −2,209 | trim |
| 38 | Chicago Partners Investment Group LLC | $27.1M | 486,668 | +7,064 | add |
| 39 | Oxbow Advisors, LLC | $24.8M | 434,012 | +28,838 | add |
| 40 | EXCHANGE TRADED CONCEPTS, LLC | $23.0M | 403,877 | −154,860 | trim |
| 41 | Sovereign Investment Advisors, LLC | $21.3M | 373,955 | +1,747 | add |
| 42 | HighTower Advisors, LLC | $20.8M | 363,678 | −3,035 | trim |
| 43 | Northside Capital Management, LLC | $20.7M | 362,108 | −227,972 | trim |
| 44 | GOLDENTREE ASSET MANAGEMENT LP | $19.7M | 344,686 | −80,200 | trim |
| 45 | Maryland State Retirement & Pension System | $19.4M | 339,111 | −15,415 | trim |
| 46 | Corient Private Wealth LLC | $19.3M | 337,721 | −501,979 | trim |
| 47 | Nuveen, LLC | $19.2M | 336,834 | +139,417 | add |
| 48 | NEOS Investment Management LLC | $19.1M | 333,984 | +306,851 | add |
| 49 | Heronetta Management, L.P. | $18.5M | 324,039 | +400 | add |
| 50 | Texas Yale Capital Corp. | $18.1M | 317,120 | +5,675 | add |
| 51 | Catalyst Capital Advisors LLC | $15.9M | 278,599 | +3,619 | add |
| 52 | TECTONIC ADVISORS LLC | $15.0M | 262,635 | +9,947 | add |
| 53 | Susquehanna Portfolio Strategies, LLC | $14.4M | 253,188 | −29,580 | trim |
| 54 | ENVESTNET ASSET MANAGEMENT INC | $14.2M | 248,810 | +24,500 | add |
| 55 | Waverly Advisors, LLC | $13.7M | 240,925 | −5,340 | trim |
| 56 | Rockefeller Capital Management L.P. | $13.4M | 235,546 | +46,409 | add |
| 57 | TrueMark Investments, LLC | $13.2M | 231,817 | +13,785 | add |
| 58 | OPAL CAPITAL LLC | $13.2M | 231,535 | +11,746 | add |
| 59 | &PARTNERS | $13.2M | 230,542 | +13,582 | add |
| 60 | CITIGROUP INC | $12.7M | 221,856 | −242,009 | trim |
| 61 | Empirical Finance, LLC | $12.4M | 217,494 | +100,927 | add |
| 62 | Empowered Funds, LLC | $12.4M | 217,494 | +86,020 | add |
| 63 | RR Advisors, LLC | $12.2M | 214,194 | +4,756 | add |
| 64 | Sequoia Financial Advisors, LLC | $11.4M | 200,244 | +5,209 | add |
| 65 | Cetera Investment Advisers | $11.4M | 199,111 | −1,406 | trim |
| 66 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | $10.7M | 187,804 | +187,804 | new |
| 67 | AVENIR CORP | $10.7M | 186,892 | 0 | no change |
| 68 | EVERGREEN CAPITAL MANAGEMENT LLC | $10.5M | 183,994 | −5,500 | trim |
| 69 | GLENMEDE TRUST CO NA | $10.0M | 175,835 | 0 | no change |
| 70 | Advisors Asset Management, Inc. | $9.3M | 163,380 | +5,448 | add |
| 71 | Advisors Capital Management, LLC | $9.0M | 156,972 | +2,673 | add |
| 72 | Gilman Hill Asset Management, LLC | $8.8M | 154,975 | +12,154 | add |
| 73 | Blueprint Financial Advisors LLC | $8.8M | 153,993 | +995 | add |
| 74 | STEPHENS INC /AR/ | $8.7M | 151,660 | +13,995 | add |
| 75 | Blueprint Investment Partners LLC | $8.7M | 151,993 | +995 | add |
| 76 | Turtle Creek Wealth Advisors, LLC | $8.3M | 146,090 | 0 | no change |
| 77 | Cresset Asset Management, LLC | $8.1M | 142,013 | +41,477 | add |
| 78 | BlackRock, Inc. | $8.1M | 141,239 | −371 | trim |
| 79 | Kestra Advisory Services, LLC | $7.9M | 138,561 | +7,866 | add |
| 80 | Kercheville Advisors, LLC | $7.7M | 135,336 | +4,000 | add |
| 81 | Militia Capital Management LLC | $7.6M | 134,000 | — | no prior |
| 82 | Evercore Wealth Management, LLC | $7.5M | 132,053 | 0 | no change |
| 83 | COMMONWEALTH EQUITY SERVICES, LLC | $7.5M | 131,972 | −25,217 | trim |
| 84 | OSAIC HOLDINGS, INC. | $7.0M | 121,803 | −28,943 | trim |
| 85 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $6.4M | 113,934 | −20,706 | trim |
| 86 | Objectivity Squared, LLC | $5.8M | 101,203 | +1,891 | add |
| 87 | BROWN ADVISORY INC | $5.5M | 96,240 | −3,065 | trim |
| 88 | Private Wealth Partners, LLC | $5.4M | 94,400 | 0 | no change |
| 89 | NewEdge Advisors, LLC | $4.7M | 82,799 | +82,799 | new |
| 90 | MERCER GLOBAL ADVISORS INC /ADV | $4.6M | 80,937 | −2,273 | trim |
| 91 | Castellan Group | $4.4M | 77,053 | +5,609 | add |
| 92 | FIRST TRUST ADVISORS LP | $4.3M | 75,238 | −5 | trim |
| 93 | Cerity Partners LLC | $4.3M | 75,019 | +735 | add |
| 94 | HUB Investment Partners, LLC | $4.2M | 72,906 | +52,977 | add |
| 95 | Aster Capital Management (DIFC) Ltd | $4.0M | 74,490 | +74,490 | new |
| 96 | Jackson Hole Capital Partners, LLC | $4.0M | 69,650 | +4,243 | add |
| 97 | CHILDRESS CAPITAL ADVISORS, LLC | $3.9M | 67,641 | 0 | no change |
| 98 | MONETA GROUP INVESTMENT ADVISORS LLC | $3.8M | 66,583 | −5 | trim |
| 99 | DIVIDEND ASSETS CAPITAL, LLC | $3.7M | 65,550 | −5,768 | trim |
| 100 | Asset One Wealth Management LLC | $3.7M | 67,104 | +4,701 | add |
| 101 | ArchPoint Investors | $3.6M | 62,977 | 0 | no change |
| 102 | Forum Financial Management, LP | $3.6M | 62,284 | +514 | add |
| 103 | MAI Capital Management | $3.5M | 61,650 | +3,784 | add |
| 104 | Empire Financial Management Company, LLC | $3.4M | 60,321 | −3,000 | trim |
| 105 | US BANCORP \DE\ | $3.4M | 59,742 | −5,300 | trim |
| 106 | DAVENPORT & Co LLC | $3.4M | 59,583 | 0 | no change |
| 107 | MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | $3.3M | 58,486 | −212 | trim |
| 108 | Samalin Investment Counsel, LLC | $3.3M | 58,237 | +2,540 | add |
| 109 | Creative Planning | $3.3M | 57,623 | +10,532 | add |
| 110 | Private Advisor Group, LLC | $3.1M | 53,692 | −2,575 | trim |
| 111 | Pathway Financial Advisers, LLC | $2.9M | 51,633 | +51,633 | new |
| 112 | FIDELIS CAPITAL PARTNERS, LLC | $2.9M | 50,194 | +41,162 | add |
| 113 | PRIVATE MANAGEMENT GROUP INC | $2.9M | 50,000 | 0 | no change |
| 114 | Curi Capital, LLC | $2.8M | 48,950 | +9,757 | add |
| 115 | Stratos Wealth Partners, LTD. | $2.7M | 47,120 | +8,682 | add |
| 116 | CFM WEALTH PARTNERS LLC | $2.7M | 46,729 | 0 | no change |
| 117 | Steward Partners Investment Advisory, LLC | $2.6M | 46,016 | −286 | trim |
| 118 | PFG Investments, LLC | $2.6M | 45,860 | −448 | trim |
| 119 | HOWARD FINANCIAL SERVICES, LTD. | $2.6M | 45,575 | +841 | add |
| 120 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.6M | 44,707 | −103,342 | trim |
| 121 | Parkside Financial Bank & Trust | $2.5M | 43,801 | +25 | add |
| 122 | Delta Investment Management, LLC | $2.5M | 43,572 | +3,497 | add |
| 123 | Applied Capital LLC/FL | $2.5M | 42,930 | +7,030 | add |
| 124 | Zurich Insurance Group Ltd/FI | $2.4M | 42,400 | 0 | no change |
| 125 | DOLIVER ADVISORS, LP | $2.4M | 42,223 | −250 | trim |
| 126 | CASTLEARK MANAGEMENT LLC | $2.4M | 41,892 | −11,220 | trim |
| 127 | DAYMARK WEALTH PARTNERS, LLC | $2.4M | 41,585 | +2,724 | add |
| 128 | Focus Partners Wealth | $2.3M | 40,905 | +9,628 | add |
| 129 | Keeler Thomas Management LLC | $2.3M | 40,364 | +40,364 | new |
| 130 | FOURPATH CAPITAL MANAGEMENT, LLC | $2.2M | 39,048 | 0 | no change |
| 131 | Pekin Hardy Strauss, Inc. | $2.2M | 39,045 | 0 | no change |
| 132 | Caprock Group, LLC | $2.2M | 39,003 | −4,253 | trim |
| 133 | BLAIR WILLIAM & CO/IL | $2.2M | 38,911 | +1,767 | add |
| 134 | KESTRA PRIVATE WEALTH SERVICES, LLC | $2.2M | 38,827 | +38,827 | new |
| 135 | Haverford Trust Co | $2.1M | 37,303 | +37,303 | new |
| 136 | Lido Advisors, LLC | $2.1M | 37,155 | −26,249 | trim |
| 137 | Pathstone Holdings, LLC | $2.1M | 36,711 | −1,865 | trim |
| 138 | OPPENHEIMER & CO INC | $2.1M | 36,259 | −99,928 | trim |
| 139 | Geneva Partners, LLC | $2.0M | 35,000 | −5,000 | trim |
| 140 | OPPENHEIMER ASSET MANAGEMENT INC. | $2.0M | 34,762 | +2,436 | add |
| 141 | Sanctuary Advisors, LLC | $2.0M | 34,374 | −9,361 | trim |
| 142 | Prospera Financial Services Inc | $1.9M | 33,922 | +2,222 | add |
| 143 | UMB Bank, n.a. | $1.9M | 33,536 | +1,624 | add |
| 144 | Brookstone Capital Management | $1.9M | 33,143 | −4,401 | trim |
| 145 | Quantinno Capital Management LP | $1.9M | 32,878 | +12,379 | add |
| 146 | Apollon Wealth Management, LLC | $1.9M | 32,804 | −716 | trim |
| 147 | Obermeyer Wealth Partners | $1.8M | 32,346 | 0 | no change |
| 148 | Merit Financial Group, LLC | $1.8M | 31,679 | −11,555 | trim |
| 149 | ProShare Advisors LLC | $1.8M | 31,376 | −3,779 | trim |
| 150 | CWA Asset Management Group, LLC | $1.8M | 31,376 | −2,399 | trim |
| 151 | QUADRANT CAPITAL GROUP LLC | $1.8M | 31,150 | 0 | no change |
| 152 | Pingora Partners LLC | $1.7M | 30,223 | 0 | no change |
| 153 | FORTEM FINANCIAL GROUP, LLC | $1.7M | 30,073 | +1,979 | add |
| 154 | Hartree Partners, LP | $1.7M | 30,000 | +30,000 | new |
| 155 | Clear Trail Advisors, LLC | $1.7M | 29,844 | −186 | trim |
| 156 | NORTHERN TRUST CORP | $1.7M | 28,953 | +2,477 | add |
| 157 | Allworth Financial LP | $1.6M | 28,549 | +955 | add |
| 158 | Independent Advisor Alliance | $1.6M | 28,543 | −20,628 | trim |
| 159 | D.A. DAVIDSON & CO. | $1.6M | 28,501 | +654 | add |
| 160 | One Charles Private Wealth Services, LLC | $1.6M | 28,118 | +733 | add |
| 161 | Snowden Capital Advisors LLC | $1.6M | 28,065 | −2,775 | trim |
| 162 | OUTFITTERS FINANCIAL LLC | $1.6M | 27,972 | 0 | no change |
| 163 | RESOLUTE CAPITAL, LLC | $1.6M | 27,788 | +3,524 | add |
| 164 | Greenline Partners, LLC | $1.6M | 27,163 | +2,744 | add |
| 165 | Argyle Capital Partners, LLC | $1.5M | 27,077 | +415 | add |
| 166 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $1.5M | 26,321 | +56 | add |
| 167 | IFG Advisory, LLC | $1.5M | 26,320 | +26,320 | new |
| 168 | JOHNSON INVESTMENT COUNSEL INC | $1.5M | 26,278 | +26,278 | new |
| 169 | EXENCIAL WEALTH ADVISORS, LLC | $1.5M | 25,685 | +187 | add |
| 170 | AMERICAN FINANCIAL GROUP INC | $1.4M | 25,000 | 0 | no change |
| 171 | CHELSEA COUNSEL CO | $1.4M | 25,000 | 0 | no change |
| 172 | National Philanthropic Trust | $1.4M | 25,000 | — | no prior |
| 173 | Mutual Advisors, LLC | $1.4M | 24,813 | +5,252 | add |
| 174 | NATIXIS | $1.4M | 23,958 | 0 | no change |
| 175 | Robertson Stephens Wealth Management, LLC | $1.3M | 23,533 | +525 | add |
| 176 | AssuredPartners Investment Advisors, LLC | $1.3M | 23,995 | −6,038 | trim |
| 177 | Cannell & Spears LLC | $1.3M | 22,800 | −6,700 | trim |
| 178 | Inscription Capital, LLC | $1.3M | 22,656 | +91 | add |
| 179 | C2C Wealth Management, LLC | $1.3M | 22,321 | +400 | add |
| 180 | MGO ONE SEVEN LLC | $1.3M | 22,298 | +2,122 | add |
| 181 | HB Wealth Management, LLC | $1.3M | 22,266 | −4,324 | trim |
| 182 | Kovack Advisors, Inc. | $1.3M | 22,385 | −166 | trim |
| 183 | SEI INVESTMENTS CO | $1.3M | 22,175 | +201 | add |
| 184 | Allspring Global Investments Holdings, LLC | $1.3M | 22,481 | −399 | trim |
| 185 | Westover Capital Advisors, LLC | $1.2M | 21,400 | +3,600 | add |
| 186 | Pasadena Private Wealth, LLC | $1.2M | 21,348 | −1,417 | trim |
| 187 | Inspire Advisors, LLC | $1.2M | 21,235 | +1,798 | add |
| 188 | Linscomb Wealth, Inc. | $1.2M | 21,100 | +5,152 | add |
| 189 | Trilogy Capital Inc. | $1.2M | 20,822 | −250 | trim |
| 190 | CVFG LLC | $1.2M | 20,700 | +20,700 | new |
| 191 | TRED AVON FAMILY WEALTH, LLC | $1.2M | 20,342 | +3,495 | add |
| 192 | GUGGENHEIM CAPITAL LLC | $1.2M | 20,290 | −1,021 | trim |
| 193 | NOVEM GROUP | $1.2M | 20,156 | 0 | no change |
| 194 | Burford Brothers, Inc. | $1.1M | 18,890 | +1,441 | add |
| 195 | Tidal Investments LLC | $987K | 17,300 | +17,300 | new |
| 196 | SYM FINANCIAL Corp | $948K | 16,609 | +12,784 | add |
| 197 | World Investment Advisors | $945K | 16,553 | −1,492 | trim |
| 198 | SEARLE & CO. | $936K | 16,400 | −1,000 | trim |
| 199 | Cherry Creek Investment Advisors, Inc. | $934K | 16,372 | +768 | add |
| 200 | SageGuard Financial Group, LLC | $914K | 16,017 | −662 | trim |
| 201 | FIRST INTERSTATE BANK | $913K | 16,000 | 0 | no change |
| 202 | Segment Wealth Management, LLC | $882K | 15,447 | 0 | no change |
| 203 | TWO SIGMA SECURITIES, LLC | $881K | 15,433 | +8,730 | add |
| 204 | Rehmann Capital Advisory Group | $865K | 15,152 | −814 | trim |
| 205 | Larson Financial Group LLC | $863K | 15,129 | −5,782 | trim |
| 206 | TRUIST FINANCIAL CORP | $849K | 14,881 | +2,914 | add |
| 207 | Hardy Reed LLC | $837K | 14,670 | −600 | trim |
| 208 | SteelPeak Wealth, LLC | $821K | 14,385 | +396 | add |
| 209 | Highlander Partners, L.P. | $816K | 14,291 | 0 | no change |
| 210 | Beacon Pointe Advisors, LLC | $807K | 14,133 | +2,968 | add |
| 211 | Aviance Capital Partners, LLC | $800K | 14,015 | −459 | trim |
| 212 | Moors & Cabot, Inc. | $796K | 13,943 | −550 | trim |
| 213 | ARS Investment Partners, LLC | $793K | 13,900 | +1,000 | add |
| 214 | Concurrent Investment Advisors, LLC | $792K | 13,871 | −7,722 | trim |
| 215 | J.W. COLE ADVISORS, INC. | $770K | 13,493 | +103 | add |
| 216 | Ausdal Financial Partners, Inc. | $769K | 13,472 | +2 | add |
| 217 | COMMERCE BANK | $761K | 13,333 | +1,809 | add |
| 218 | Cornerstone Select Advisors, LLC | $757K | 13,259 | +13,259 | new |
| 219 | Advisory Advocates, LLC | $738K | 12,928 | — | no prior |
| 220 | PEDDOCK CAPITAL ADVISORS, LLC | $730K | 12,799 | +5,974 | add |
| 221 | Savant Capital, LLC | $728K | 12,755 | +2 | add |
| 222 | Diversified Trust Co | $712K | 12,478 | 0 | no change |
| 223 | Addis & Hill, Inc | $693K | 12,150 | −504 | trim |
| 224 | Jefferies Financial Group Inc. | $686K | 12,019 | −2,415 | trim |
| 225 | Northstar Advisory Group, LLC | $685K | 12,000 | +500 | add |
| 226 | Stratos Wealth Advisors, LLC | $681K | 11,939 | +8 | add |
| 227 | AVALON CAPITAL MANAGEMENT | $664K | 11,635 | 0 | no change |
| 228 | Equitable Holdings, Inc. | $662K | 12,395 | +1,409 | add |
| 229 | Wilmington Savings Fund Society, FSB | $660K | 11,569 | 0 | no change |
| 230 | Merrion Investment Management Co, LLC | $658K | 11,525 | 0 | no change |
| 231 | Signal Advisors Wealth, LLC | $653K | 11,444 | +11,444 | new |
| 232 | Wealthstar Advisors, LLC | $652K | 11,426 | −1,172 | trim |
| 233 | Venture Visionary Partners LLC | $649K | 11,373 | −196 | trim |
| 234 | Spire Wealth Management | $643K | 11,260 | +850 | add |
| 235 | CAPITAL ADVISORS INC/OK | $636K | 11,151 | +3,709 | add |
| 236 | HBK Sorce Advisory LLC | $635K | 11,753 | −86 | trim |
| 237 | Lifetime Wealth Management P.C. | $628K | 11,000 | 0 | no change |
| 238 | Capital Investment Advisors, LLC | $628K | 10,996 | +1,876 | add |
| 239 | Dynamic Advisor Solutions LLC | $624K | 10,935 | +4,052 | add |
| 240 | MITCHELL MCLEOD PUGH & WILLIAMS INC | $622K | 10,901 | 0 | no change |
| 241 | IHT Wealth Management, LLC | $614K | 10,766 | +1,014 | add |
| 242 | MARSHALL INVESTMENT MANAGEMENT, LLC | $612K | 10,732 | +204 | add |
| 243 | Bedel Financial Consulting, Inc. | $602K | 10,551 | +76 | add |
| 244 | M&T BANK CORP | $599K | 10,494 | 0 | no change |
| 245 | Bouchey Financial Group, Ltd. | $596K | 10,568 | 0 | no change |
| 246 | Sunbeam Capital Management, LLC | $590K | 10,346 | +27 | add |
| 247 | Wedmont Private Capital | $589K | 10,544 | −536 | trim |
| 248 | Colonial River Investments, LLC | $584K | 10,232 | 0 | no change |
| 249 | Pinnacle Financial Partners, Inc. | $581K | 10,177 | −2,700 | trim |
| 250 | DIVERSIFY WEALTH MANAGEMENT, LLC | $574K | 10,345 | +10,345 | new |
| 251 | Diversify Advisory Services, LLC | $574K | 10,331 | −68 | trim |
| 252 | Abel Hall, LLC | $571K | 10,000 | 0 | no change |
| 253 | Trueblood Wealth Management, LLC | $566K | 9,911 | +175 | add |
| 254 | Essex Financial Services, Inc. | $560K | 9,807 | −1,010 | trim |
| 255 | XTX Topco Ltd | $554K | 9,699 | −21,562 | trim |
| 256 | Wellington Grp LLC | $552K | 9,675 | — | no prior |
| 257 | Silverberg Bernstein Capital Management LLC | $550K | 9,644 | 0 | no change |
| 258 | Magnus Financial Group LLC | $545K | 9,558 | +4,413 | add |
| 259 | BITTERROOT CAPITAL ADVISORS LLC | $543K | 9,518 | +176 | add |
| 260 | HOLDERNESS INVESTMENTS CO | $535K | 9,382 | +200 | add |
| 261 | Legacy Advisors, LLC | $529K | 9,275 | 0 | no change |
| 262 | Summit Trail Advisors, LLC | $523K | 9,163 | +2,563 | add |
| 263 | ELEVATION POINT WEALTH PARTNERS, LLC | $498K | 8,729 | +2,451 | add |
| 264 | Strategic Financial Concepts, LLC | $495K | 8,670 | +8,670 | new |
| 265 | Csenge Advisory Group | $491K | 8,611 | −81 | trim |
| 266 | Focus Financial Network, Inc. | $490K | 8,594 | +400 | add |
| 267 | Foresight Global Investors, Inc. | $483K | 8,464 | 0 | no change |
| 268 | CITIZENS FINANCIAL GROUP INC/RI | $481K | 8,437 | +144 | add |
| 269 | Convergence Financial, LLC | $481K | 8,432 | +8,432 | new |
| 270 | Perigon Wealth Management, LLC | $475K | 8,331 | −390 | trim |
| 271 | Carnegie Investment Counsel | $475K | 8,316 | −1,500 | trim |
| 272 | Stablepoint Partners, LLC | $473K | 8,283 | 0 | no change |
| 273 | SILVER OAK SECURITIES, INCORPORATED | $472K | 8,273 | +143 | add |
| 274 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $471K | 8,424 | +572 | add |
| 275 | MML INVESTORS SERVICES, LLC | $470K | 8,237 | −2,530 | trim |
| 276 | Vestmark Advisory Solutions, Inc. | $470K | 8,229 | +1,951 | add |
| 277 | SIGNATUREFD, LLC | $457K | 8,000 | 0 | no change |
| 278 | MATRIX PRIVATE CAPITAL GROUP LLC | $457K | 8,000 | +8,000 | new |
| 279 | Quantum Financial Planning Services, Inc. | $457K | 8,000 | 0 | no change |
| 280 | NewEdge Wealth, LLC | $453K | 7,931 | +1,194 | add |
| 281 | WESTCO ADVISORY SERVICES INC /ADV | $452K | 7,915 | — | no prior |
| 282 | VestGen Advisors, LLC | $451K | 8,287 | +8,287 | new |
| 283 | CWM, LLC | $451K | 7,894 | −655 | trim |
| 284 | Maia Wealth LLC | $446K | 7,810 | +143 | add |
| 285 | FIDUCIARY FINANCIAL GROUP, LLC | $444K | 7,785 | −300 | trim |
| 286 | Advisor OS, LLC | $442K | 7,748 | 0 | no change |
| 287 | Pine Valley Investments Ltd Liability Co | $440K | 7,704 | +18 | add |
| 288 | Compass Financial Group, INC/SD | $437K | 7,649 | +7,649 | new |
| 289 | FIRST NATIONAL BANK OF OMAHA | $432K | 7,489 | −100 | trim |
| 290 | NATIONAL BANK OF CANADA /FI/ | $428K | 7,500 | 0 | no change |
| 291 | Glenview Trust Co | $428K | 7,500 | +1,000 | add |
| 292 | SANDERS MORRIS HARRIS LLC | $427K | 7,484 | +3,104 | add |
| 293 | Traynor Capital Management, Inc. | $422K | 7,324 | +55 | add |
| 294 | Lee Financial Co | $421K | 7,372 | 0 | no change |
| 295 | Allegheny Financial Group | $420K | 7,364 | 0 | no change |
| 296 | Sigma Planning Corp | $419K | 7,346 | +72 | add |
| 297 | Amplify Investments, LLC | $418K | 7,327 | +7,327 | new |
| 298 | Arista Wealth Management, LLC | $417K | 7,306 | 0 | no change |
| 299 | FARMERS & MERCHANTS INVESTMENTS INC | $416K | 7,285 | −1,457 | trim |
| 300 | Intrua Financial, LLC | $408K | 7,149 | +79 | add |
| 301 | HANCOCK WHITNEY CORP | $402K | 7,038 | −1,950 | trim |
| 302 | FOUNDATIONS INVESTMENT ADVISORS, LLC | $388K | 6,799 | −4,650 | trim |
| 303 | ORBA Wealth Advisors, L.L.C. | $386K | 6,756 | 0 | no change |
| 304 | CLARK FINANCIAL SERVICES GROUP INC /BD | $378K | 6,618 | +6,618 | new |
| 305 | LEVEL FOUR ADVISORY SERVICES, LLC | $377K | 6,609 | −11,204 | trim |
| 306 | Redhawk Wealth Advisors, Inc. | $373K | 6,541 | +251 | add |
| 307 | Keudell/Morrison Wealth Management | $371K | 6,500 | 0 | no change |
| 308 | National Wealth Management Group, LLC | $370K | 6,476 | −419 | trim |
| 309 | Severin Investments, LLC | $368K | 6,450 | +52 | add |
| 310 | Aspen Grove Capital, LLC | $368K | 6,441 | 0 | no change |
| 311 | Lavaca Capital LLC | $365K | 6,400 | 0 | no change |
| 312 | Hilltop National Bank | $365K | 6,400 | 0 | no change |
| 313 | Squarepoint Ops LLC | $360K | 6,300 | +6,300 | new |
| 314 | Bell Bank | $354K | 6,200 | 0 | no change |
| 315 | GWN SECURITIES INC. | $354K | 6,198 | +2,106 | add |
| 316 | Gladstone Institutional Advisory LLC | $352K | 6,172 | −274 | trim |
| 317 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | $352K | 6,166 | +446 | add |
| 318 | Corps Capital Advisors, LLC | $348K | 6,104 | +6,104 | new |
| 319 | Beverly Hills Private Wealth, LLC | $348K | 6,101 | +522 | add |
| 320 | Formidable Asset Management, LLC | $343K | 6,432 | −1,148 | trim |
| 321 | GREAT VALLEY ADVISOR GROUP, INC. | $342K | 5,988 | +5,988 | new |
| 322 | WINEBRENNER CAPITAL MANAGEMENT LLC | $339K | 5,948 | 0 | no change |
| 323 | Van Cleef Asset Management,Inc | $331K | 5,808 | 0 | no change |
| 324 | Advisor Resource Council | $329K | 5,763 | 0 | no change |
| 325 | Secure Asset Management, LLC | $327K | 5,729 | +45 | add |
| 326 | Savvy Advisors, Inc. | $327K | 5,725 | +5,725 | new |
| 327 | Verdence Capital Advisors LLC | $326K | 5,719 | +5,719 | new |
| 328 | Allie Family Office LLC | $326K | 5,719 | 0 | no change |
| 329 | ENDEAVOR PRIVATE WEALTH, INC. | $319K | 5,587 | −149 | trim |
| 330 | Procyon Advisors, LLC | $317K | 5,553 | +5,553 | new |
| 331 | Annis Gardner Whiting Capital Advisors, LLC | $311K | 5,450 | +5,450 | new |
| 332 | Vanguard Personalized Indexing Management, LLC | $311K | 5,444 | −186 | trim |
| 333 | MBE Wealth Management, LLC | $310K | 5,426 | +38 | add |
| 334 | Outlook Wealth Advisors, LLC | $309K | 5,420 | +30 | add |
| 335 | Annex Advisory Services, LLC | $309K | 5,415 | −845 | trim |
| 336 | Quadrant Private Wealth Management, LLC | $308K | 5,400 | 0 | no change |
| 337 | BSW Wealth Partners | $307K | 5,376 | 0 | no change |
| 338 | Aptus Capital Advisors, LLC | $305K | 5,341 | +101 | add |
| 339 | PARSONS CAPITAL MANAGEMENT INC/RI | $304K | 5,327 | 0 | no change |
| 340 | Visionary Wealth Advisors | $302K | 5,290 | −330 | trim |
| 341 | Claro Advisors Inc. | $300K | 5,253 | 0 | no change |
| 342 | CITADEL ADVISORS LLC | $299K | 5,246 | −231,216 | trim |
| 343 | Royal Harbor Partners, LLC | $296K | 5,195 | 0 | no change |
| 344 | Dauntless Investment Group, LLC | $295K | 5,170 | +5,170 | new |
| 345 | Fermata Advisors, LLC | $295K | 5,167 | +1,023 | add |
| 346 | Wick Capital Partners, LLC | $289K | 5,060 | +28 | add |
| 347 | Ascent Wealth Partners, LLC | $286K | 5,015 | 0 | no change |
| 348 | De Lisle Partners LLP | $285K | 5,000 | 0 | no change |
| 349 | ROCKLAND TRUST CO | $285K | 5,000 | 0 | no change |
| 350 | MISSION WEALTH MANAGEMENT, LP | $285K | 5,000 | 0 | no change |
| 351 | SITTNER & NELSON, LLC | $285K | 5,000 | 0 | no change |
| 352 | Naviter Wealth, LLC | $282K | 4,950 | 0 | no change |
| 353 | Tyche Wealth Partners LLC | $282K | 4,947 | +300 | add |
| 354 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $282K | 4,936 | −327 | trim |
| 355 | OneDigital Investment Advisors LLC | $281K | 4,927 | −1,305 | trim |
| 356 | Legacy Wealth Advisors, LLC | $277K | 4,855 | 0 | no change |
| 357 | BENJAMIN EDWARDS INC | $277K | 4,845 | −2,894 | trim |
| 358 | BALDWIN WEALTH PARTNERS LLC/MA | $274K | 4,796 | 0 | no change |
| 359 | ENTREWEALTH, LLC | $271K | 4,756 | 0 | no change |
| 360 | Bryn Mawr Trust Advisors, LLC | $271K | 4,744 | +2 | add |
| 361 | GRIFFIN ASSET MANAGEMENT, INC. | $264K | 4,620 | −7,312 | trim |
| 362 | GREENUP STREET WEALTH MANAGEMENT LLC | $263K | 4,610 | −41,567 | trim |
| 363 | Elser Financial Planning, Inc | $260K | 4,687 | +4,687 | new |
| 364 | Cedar Wealth Management, LLC | $259K | 4,546 | +1,703 | add |
| 365 | Phil A. Younker & Associates, Ltd. | $257K | 4,500 | +4,500 | new |
| 366 | Hilltop Holdings Inc. | $257K | 4,498 | −3,237 | trim |
| 367 | NTV ASSET MANAGEMENT LLC | $255K | 4,469 | 0 | no change |
| 368 | Avidian Wealth Enterprises, LLC | $251K | 4,393 | +4,393 | new |
| 369 | INDEPENDENT FINANCIAL GROUP, LLC | $249K | 4,372 | — | no prior |
| 370 | IEQ CAPITAL, LLC | $247K | 4,333 | −250 | trim |
| 371 | MATTERN CAPITAL MANAGEMENT, LLC | $245K | 4,300 | 0 | no change |
| 372 | EVOLVE PRIVATE WEALTH, LLC | $244K | 4,284 | −945 | trim |
| 373 | Wealth Alliance Advisory Group, LLC | $244K | 4,270 | +4,270 | new |
| 374 | SeaCrest Wealth Management, LLC | $243K | 4,250 | +4,250 | new |
| 375 | Stillwater Wealth Management Group | $240K | 4,200 | −500 | trim |
| 376 | Archford Capital Strategies, LLC | $234K | 4,107 | 0 | no change |
| 377 | HFG Advisors, Inc. | $231K | 4,050 | 0 | no change |
| 378 | CHOREO, LLC | $231K | 4,049 | +208 | add |
| 379 | Shepherd Financial Partners LLC | $231K | 4,042 | +74 | add |
| 380 | Clearstead Advisors, LLC | $230K | 4,038 | 0 | no change |
| 381 | WELCH & FORBES LLC | $230K | 4,029 | 0 | no change |
| 382 | Cyndeo Wealth Partners, LLC | $229K | 4,015 | +4,015 | new |
| 383 | XML Financial, LLC | $228K | 4,000 | +4,000 | new |
| 384 | MONECO ADVISORS, LLC | $226K | 3,967 | −146 | trim |
| 385 | Teamwork Financial Advisors, LLC | $223K | 3,910 | 0 | no change |
| 386 | PANORAMIC INVESTMENT ADVISORS, LLC | $221K | 3,877 | −80 | trim |
| 387 | HANOVER ADVISORS INC | $219K | 3,832 | +3,832 | new |
| 388 | Founders Financial Alliance, LLC | $219K | 3,830 | +3,830 | new |
| 389 | Balboa Wealth Partners | $218K | 3,821 | 0 | no change |
| 390 | MinichMacGregor Wealth Management, LLC | $215K | 3,758 | −107 | trim |
| 391 | PRINCIPAL SECURITIES, INC. | $211K | 3,705 | +3,705 | new |
| 392 | Stonebridge Financial Group, LLC / MO | $211K | 3,691 | −1,309 | trim |
| 393 | Plan Group Financial, LLC | $210K | 3,674 | +3,674 | new |
| 394 | Ascent Group, LLC | $208K | 3,650 | +3,650 | new |
| 395 | Requisite Capital Management, LLC | $208K | 3,642 | +3,642 | new |
| 396 | NAPLES GLOBAL ADVISORS, LLC | $205K | 3,600 | +3,600 | new |
| 397 | Nova R Wealth, Inc. | $205K | 3,590 | +3,590 | new |
| 398 | VISTA INVESTMENT PARTNERS LLC | $201K | 3,529 | +3,529 | new |
| 399 | Virtus Investment Advisers, LLC | $183K | 3,210 | +185 | add |
| 400 | Federation des caisses Desjardins du Quebec | $175K | 3,068 | −2,590 | trim |
| 401 | Acumen Wealth Advisors, LLC | $149K | 2,603 | 0 | no change |
| 402 | Crewe Advisors LLC | $126K | 2,211 | 0 | no change |
| 403 | Ritter Daniher Financial Advisory LLC / DE | $124K | 2,173 | +40 | add |
| 404 | PROFFITT & GOODSON INC | $123K | 2,148 | −70 | trim |
| 405 | SUMMIT SECURITIES GROUP LLC | $120K | 2,100 | −32,200 | trim |
| 406 | Anfield Capital Management, LLC | $103K | 1,801 | 0 | no change |
| 407 | Arax Advisory Partners | $98.7K | 1,730 | −2,399 | trim |
| 408 | Inspire Investing, LLC | $92.7K | 1,624 | −23,658 | trim |
| 409 | HM PAYSON & CO | $89.2K | 1,563 | 0 | no change |
| 410 | Global Assets Advisory, LLC | $87.7K | 1,538 | +1,538 | new |
| 411 | Blue Trust, Inc. | $87.6K | 1,535 | −25 | trim |
| 412 | FIFTH THIRD BANCORP | $85.5K | 1,499 | 0 | no change |
| 413 | CENTRAL TRUST Co | $83.2K | 1,457 | 0 | no change |
| 414 | Avalon Trust Co | $79.2K | 1,387 | 0 | no change |
| 415 | MCF Advisors LLC | $75.1K | 1,316 | — | no prior |
| 416 | Geneos Wealth Management Inc. | $64.8K | 1,135 | 0 | no change |
| 417 | Activest Wealth Management | $60.8K | 1,065 | +20 | add |
| 418 | MATHER GROUP, LLC. | $60.7K | 1,064 | +1,064 | new |
| 419 | 1 NORTH WEALTH SERVICES LLC | $60.5K | 1,060 | +20 | add |
| 420 | Hickory Point Bank & Trust | $51.4K | 900 | +900 | new |
| 421 | PROSPERITY BANCSHARES INC | $46.3K | 812 | 0 | no change |
| 422 | Axiom Investment Management LLC | $45.7K | 800 | — | no prior |
| 423 | CLEAR INVESTMENT RESEARCH, LLC | $39.9K | 700 | +700 | new |
| 424 | WOLFF WIESE MAGANA LLC | $37.6K | 659 | +342 | add |
| 425 | Caldwell Trust Co | $36.2K | 635 | 0 | no change |
| 426 | ASSETMARK, INC | $31.9K | 559 | +251 | add |
| 427 | Elequin Capital, LP | $23.8K | 417 | +417 | new |
| 428 | Bollard Group LLC | $23.2K | 405,728 | +52,308 | add |
| 429 | Pacifica Partners Inc. | $22.8K | 400 | 0 | no change |
| 430 | Key FInancial Inc | $17.1K | 300 | 0 | no change |
| 431 | DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | $13.0K | 227,482 | 0 | no change |
| 432 | Signature Equity Partners, LLC | $12.3K | 215 | +215 | new |
| 433 | Financial Network Wealth Advisors LLC | $12.0K | 210 | — | no prior |
| 434 | CHILTON CAPITAL MANAGEMENT LLC | $11.4K | 200 | −450 | trim |
| 435 | COUNTRY TRUST BANK | $11.4K | 200 | 0 | no change |
| 436 | HHM Wealth Advisors, LLC | $11.4K | 200 | 0 | no change |
| 437 | Bravera Wealth | $11.4K | 200 | — | no prior |
| 438 | Atlantic Union Bankshares Corp | $11.1K | 194 | 0 | no change |
| 439 | Pacific Center for Financial Services | $8.5K | 149 | +149 | new |
| 440 | VISION FINANCIAL MARKETS LLC | $7.6K | 133 | +3 | add |
| 441 | VAN ECK ASSOCIATES CORP | $6.4K | 112,001 | +45,762 | add |
| 442 | Costello Asset Management, INC | $5.9K | 104 | 0 | no change |
| 443 | Grove Bank & Trust | $5.7K | 100 | 0 | no change |
| 444 | Measured Wealth Private Client Group, LLC | $5.7K | 100 | 0 | no change |
| 445 | EVOLUTION WEALTH MANAGEMENT INC. | $5.7K | 100 | +100 | new |
| 446 | JPL Wealth Management, LLC | $5.7K | 100 | +100 | new |
| 447 | Center for Financial Planning, Inc. | $4.9K | 85 | 0 | no change |
| 448 | HRT FINANCIAL LP | $4.2K | 72,935 | −266,070 | trim |
| 449 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $3.9K | 69 | +69 | new |
| 450 | Rialto Wealth Management, LLC | $3.1K | 55 | 0 | no change |
| 451 | ACADIAN ASSET MANAGEMENT LLC | $1.6K | 27,531 | 0 | no change |
| 452 | Virtu Financial LLC | $1.5K | 27,027 | +6,705 | add |
| 453 | Investors Research Corp | $1.1K | 20 | 0 | no change |
| 454 | Abound Wealth Management | $933 | 16 | 0 | no change |
| 455 | DHJJ Financial Advisors, Ltd. | $571 | 10 | 0 | no change |
| 456 | PEAPACK GLADSTONE FINANCIAL CORP | $522 | 9,151 | +83 | add |
| 457 | Vestcor Inc | $359 | 6,285 | 0 | no change |
| 458 | PHILADELPHIA TRUST CO | $321 | 5,620 | 0 | no change |
| 459 | THRIVENT FINANCIAL FOR LUTHERANS | $201 | 3,519 | +3,519 | new |
| 460 | Capital Advisors, Ltd. LLC | $168 | 2,939 | +54 | add |
| 461 | Smithfield Trust Co | $155 | 2,725 | 0 | no change |
| 462 | Mountain Hill Investment Partners Corp. | $122 | 2 | 0 | no change |
| 463 | Penserra Capital Management LLC | $3 | 63 | 0 | no change |
| 464 | SMITH, MOORE & CO. | — | — | −22,465 | exit |
| 465 | ROMAN BUTLER FULLERTON & CO | — | — | −7,249 | exit |
| 466 | HARBOUR INVESTMENTS, INC. | — | — | −7,086 | exit |
| 467 | TOCQUEVILLE ASSET MANAGEMENT L.P. | — | — | −3,900 | exit |
| 468 | StoneX Group Inc. | — | — | −5,531 | exit |
| 469 | WEXFORD CAPITAL LP | — | — | −99,945 | exit |
| 470 | PARK AVENUE SECURITIES LLC | — | — | −4,450 | exit |
| 471 | NOMURA HOLDINGS INC | — | — | −22,152 | exit |
| 472 | TORTOISE CAPITAL ADVISORS, L.L.C. | — | — | −13,319,918 | exit |
| 473 | CIBC Private Wealth Group LLC | — | — | −2,724,200 | exit |
| 474 | Northern Right Capital Management, L.P. | — | — | −35,038 | exit |
| 475 | Barnett & Company, Inc. | — | — | −38,087 | exit |
| 476 | First Heartland Consultants, Inc. | — | — | −11,543 | exit |
| 477 | Tower Research Capital LLC (TRC) | — | — | −91 | exit |
| 478 | Alpha Cubed Investments, LLC | — | — | −5,675 | exit |
| 479 | JANE STREET GROUP, LLC | — | — | −156,208 | exit |
| 480 | Arete Wealth Advisors, LLC | — | — | −12,684 | exit |
| 481 | True North Advisors, LLC | — | — | −8,420 | exit |
| 482 | Darwin Wealth Management, LLC | — | — | −240 | exit |
| 483 | SL ADVISORS, LLC | — | — | −17,229 | exit |
| 484 | SIMON QUICK ADVISORS, LLC | — | — | −4,400 | exit |
| 485 | Meridian Wealth Management, LLC | — | — | −5,109 | exit |
| 486 | AE Wealth Management LLC | — | — | −4,605 | exit |
| 487 | McIlrath & Eck, LLC | — | — | −1,377 | exit |
| 488 | CFO4Life Group, LLC | — | — | −18,500 | exit |
| 489 | DV Trading LLC | — | — | −100 | exit |
| 490 | Shay Capital LLC | — | — | −5,000 | exit |
| 491 | Gryphon Financial Partners LLC | — | — | −3,828 | exit |
| 492 | Solstein Capital, LLC | — | — | −500 | exit |
| 493 | Global Retirement Partners, LLC | — | — | −18,516 | exit |
| 494 | Soltis Investment Advisors LLC | — | — | −5,468 | exit |
| 495 | Mizuho Markets Cayman LP | — | — | −60,308 | exit |
| 496 | CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC | — | — | −6,279 | exit |
| 497 | MADDEN SECURITIES Corp | — | — | −5,308 | exit |
| 498 | MAGNOLIA CAPITAL ADVISORS LLC | — | — | −6,613 | exit |
| 499 | Veracity Capital LLC | — | — | −25,638 | exit |
| 500 | Concord Wealth Partners | — | — | −389 | exit |