| 1 | ACR Alpine Capital Research, LLC | $403M | 26,854,952 | +784,305 | add |
| 2 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $337M | 22,459,955 | −3,173,334 | trim |
| 3 | MORGAN STANLEY | $184M | 12,221,133 | +3,733,528 | add |
| 4 | Grantham, Mayo, Van Otterloo & Co. LLC | $152M | 10,093,944 | −280,617 | trim |
| 5 | BANK OF AMERICA CORP /DE/ | $96.4M | 6,420,415 | −627,973 | trim |
| 6 | OPPENHEIMER ASSET MANAGEMENT INC. | $87.9M | 5,849,508 | +107,694 | add |
| 7 | ENVESTNET ASSET MANAGEMENT INC | $84.8M | 5,644,540 | +1,978,766 | add |
| 8 | RENAISSANCE TECHNOLOGIES LLC | $58.7M | 3,906,751 | −841,056 | trim |
| 9 | SALT Holding Corp. | $57.4M | 3,821,000 | 0 | no change |
| 10 | ROYAL BANK OF CANADA | $42.8M | 2,849,417 | −3,178 | trim |
| 11 | AMERICAN CENTURY COMPANIES INC | $40.9M | 2,724,776 | +551,576 | add |
| 12 | BlackRock, Inc. | $38.3M | 2,548,134 | +201,448 | add |
| 13 | BANK OF MONTREAL /CAN/ | $37.6M | 2,506,159 | −366,540 | trim |
| 14 | Bridgewater Associates, LP | $31.4M | 2,089,838 | +50,179 | add |
| 15 | FMR LLC | $29.0M | 1,927,759 | +354,388 | add |
| 16 | VOLORIDGE INVESTMENT MANAGEMENT, LLC | $27.6M | 1,838,208 | −2,550,679 | trim |
| 17 | NORTHERN TRUST CORP | $25.1M | 1,670,359 | +120,381 | add |
| 18 | Tower Research Capital LLC (TRC) | $24.2M | 1,608,450 | +275,337 | add |
| 19 | Optiver Holding B.V. | $23.0M | 1,532,158 | +115,937 | add |
| 20 | JANE STREET GROUP, LLC | $21.8M | 1,454,534 | +530,891 | add |
| 21 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $21.6M | 1,435,393 | −11,253 | trim |
| 22 | Capital Wealth Planning, LLC | $20.9M | 1,394,354 | +366,242 | add |
| 23 | Mariner, LLC | $17.3M | 1,154,968 | +149,386 | add |
| 24 | Atria Investments, Inc | $14.9M | 992,842 | +106,696 | add |
| 25 | Quantinno Capital Management LP | $14.9M | 988,723 | −34,106 | trim |
| 26 | INDEPENDENT FINANCIAL GROUP, LLC | $14.7M | 976,548 | — | no prior |
| 27 | OLD MISSION CAPITAL LLC | $14.5M | 963,185 | +785,211 | add |
| 28 | WELLS FARGO & COMPANY/MN | $14.4M | 958,271 | +16,482 | add |
| 29 | UBS Group AG | $14.3M | 952,026 | −30,661 | trim |
| 30 | TWO SIGMA INVESTMENTS, LP | $14.0M | 931,080 | +699,874 | add |
| 31 | RAYMOND JAMES FINANCIAL INC | $13.9M | 922,213 | −126,380 | trim |
| 32 | Connor, Clark & Lunn Investment Management Ltd. | $13.3M | 882,826 | −1,260,275 | trim |
| 33 | SEI INVESTMENTS CO | $13.0M | 866,316 | +363,694 | add |
| 34 | LPL Financial LLC | $11.7M | 780,121 | −12,410 | trim |
| 35 | STIFEL FINANCIAL CORP | $11.5M | 768,114 | −18,763 | trim |
| 36 | SIH Partners, LLLP | $11.4M | 757,908 | 0 | no change |
| 37 | Walleye Trading LLC | $11.2M | 745,793 | +263,574 | add |
| 38 | RITHOLTZ WEALTH MANAGEMENT | $11.2M | 745,428 | +48,076 | add |
| 39 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $10.9M | 724,204 | −28,300 | trim |
| 40 | Cetera Investment Advisers | $9.7M | 642,866 | −3,875 | trim |
| 41 | MILLENNIUM MANAGEMENT LLC | $8.7M | 578,352 | +153,299 | add |
| 42 | DIMENSIONAL FUND ADVISORS LP | $8.2M | 543,089 | −14,416 | trim |
| 43 | Amundi | $8.1M | 536,646 | +536,646 | new |
| 44 | Creative Planning | $7.3M | 488,479 | +110,972 | add |
| 45 | DRW Securities, LLC | $6.9M | 459,955 | +3,537 | add |
| 46 | CWA Asset Management Group, LLC | $6.9M | 457,873 | +30,175 | add |
| 47 | ICON ADVISERS INC/CO | $6.0M | 400,031 | −7,000 | trim |
| 48 | LAZARD ASSET MANAGEMENT LLC | $5.6M | 374,811 | −10,296 | trim |
| 49 | TODD ASSET MANAGEMENT LLC | $5.6M | 372,914 | +372,914 | new |
| 50 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $5.3M | 355,343 | +65,408 | add |
| 51 | Gradient Investments LLC | $5.3M | 354,523 | +354,523 | new |
| 52 | D. E. Shaw & Co., Inc. | $5.2M | 348,230 | +117,903 | add |
| 53 | AQR CAPITAL MANAGEMENT LLC | $5.2M | 345,979 | +149,447 | add |
| 54 | OPPENHEIMER & CO INC | $5.1M | 341,936 | −10,912 | trim |
| 55 | Empowered Funds, LLC | $5.0M | 329,839 | +9,294 | add |
| 56 | GOLDENTREE ASSET MANAGEMENT LP | $4.5M | 300,000 | +300,000 | new |
| 57 | Kestra Advisory Services, LLC | $4.1M | 274,798 | −75,558 | trim |
| 58 | OSAIC HOLDINGS, INC. | $3.9M | 262,626 | +1,845 | add |
| 59 | QRG CAPITAL MANAGEMENT, INC. | $3.9M | 259,010 | +47,391 | add |
| 60 | LMR Partners LLP | $3.8M | 251,653 | −511,006 | trim |
| 61 | &PARTNERS | $3.6M | 237,788 | +21,287 | add |
| 62 | Transmarket Holdings LP | $3.5M | 235,689 | — | no prior |
| 63 | HF Advisory Group, LLC | $3.2M | 210,453 | −13,259 | trim |
| 64 | MERCER GLOBAL ADVISORS INC /ADV | $3.0M | 198,179 | +4,552 | add |
| 65 | HighTower Advisors, LLC | $3.0M | 197,966 | +39,874 | add |
| 66 | Tevis Investment Management | $2.9M | 190,455 | +3,390 | add |
| 67 | Crossmark Global Holdings, Inc. | $2.9M | 190,187 | — | no prior |
| 68 | Aviso Financial Inc. | $2.6M | 171,530 | +24,710 | add |
| 69 | COMMONWEALTH EQUITY SERVICES, LLC | $2.6M | 171,486 | +34,433 | add |
| 70 | XTX Topco Ltd | $2.5M | 165,636 | +165,636 | new |
| 71 | GATEWAY INVESTMENT ADVISERS LLC | $2.5M | 165,314 | −186,724 | trim |
| 72 | BANK OF NOVA SCOTIA | $2.3M | 154,287 | −30,050 | trim |
| 73 | BCV Asset Management Inc. | $2.2M | 146,881 | −1,000 | trim |
| 74 | Parrish Capital LLC | $2.2M | 145,198 | — | no prior |
| 75 | Brooklyn Investment Group | $2.2M | 143,754 | +47,952 | add |
| 76 | Aquatic Capital Management LLC | $2.1M | 139,734 | +83,485 | add |
| 77 | Rockefeller Capital Management L.P. | $2.1M | 138,819 | −255,375 | trim |
| 78 | CREDIT AGRICOLE S A | $2.1M | 136,847 | +136,847 | new |
| 79 | Caprock Group, LLC | $2.0M | 132,235 | +6,587 | add |
| 80 | GROUP ONE TRADING LLC | $1.9M | 128,108 | −29,843 | trim |
| 81 | Leo Wealth, LLC | $1.8M | 122,823 | −8,380 | trim |
| 82 | Corient Private Wealth LLC | $1.6M | 112,195 | −70,511 | trim |
| 83 | Vanguard Personalized Indexing Management, LLC | $1.5M | 101,309 | −42,400 | trim |
| 84 | Pathstone Holdings, LLC | $1.5M | 99,897 | +4,038 | add |
| 85 | Moors & Cabot, Inc. | $1.4M | 94,363 | −6,898 | trim |
| 86 | Accurate Wealth Management, LLC | $1.4M | 90,118 | −6,775 | trim |
| 87 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $1.3M | 88,741 | +76,644 | add |
| 88 | TRUIST FINANCIAL CORP | $1.3M | 86,896 | −9,555 | trim |
| 89 | Cerity Partners LLC | $1.3M | 83,571 | +16,355 | add |
| 90 | Vident Advisory, LLC | $1.3M | 83,395 | +6,981 | add |
| 91 | WESPAC Advisors, LLC | $1.2M | 81,803 | −10,613 | trim |
| 92 | Michels Family Financial, LLC | $1.2M | 81,598 | +210 | add |
| 93 | GUGGENHEIM CAPITAL LLC | $1.2M | 80,271 | −9,361 | trim |
| 94 | SHRIER WEALTH MANAGEMENT, LLC | $1.1M | 75,867 | +13 | add |
| 95 | Vise Technologies, Inc. | $1.1M | 85,654 | 0 | no change |
| 96 | SIGNATUREFD, LLC | $1.1M | 74,874 | −284 | trim |
| 97 | Manske Wealth Management | $1.1M | 72,827 | −13,052 | trim |
| 98 | Callan Family Office, LLC | $1.1M | 72,550 | −98 | trim |
| 99 | Waverly Advisors, LLC | $1.1M | 72,382 | −8,917 | trim |
| 100 | Sequoia Financial Advisors, LLC | $1.1M | 71,942 | +15,590 | add |
| 101 | Focus Partners Wealth | $1.1M | 70,652 | +12,270 | add |
| 102 | Invesco Ltd. | $1.1M | 70,580 | −6,191 | trim |
| 103 | MML INVESTORS SERVICES, LLC | $1.1M | 70,442 | −5,796 | trim |
| 104 | Orion Porfolio Solutions, LLC | $1.0M | 68,537 | −736 | trim |
| 105 | Havemeyer Place LP | $996K | 66,297 | −13,527 | trim |
| 106 | CITIGROUP INC | $945K | 62,929 | −8,348 | trim |
| 107 | Pekin Hardy Strauss, Inc. | $888K | 59,100 | +59,100 | new |
| 108 | IEQ CAPITAL, LLC | $856K | 57,021 | +21,657 | add |
| 109 | Gallacher Capital Management LLC | $847K | 56,382 | +413 | add |
| 110 | Legacy Capital Group California, Inc. | $831K | 55,332 | −9,810 | trim |
| 111 | Private Advisor Group, LLC | $824K | 54,867 | −12,756 | trim |
| 112 | Qtron Investments LLC | $783K | 52,109 | +52,109 | new |
| 113 | Steward Partners Investment Advisory, LLC | $769K | 51,181 | +1,641 | add |
| 114 | Baron Wealth Management LLC | $758K | 50,496 | +1,713 | add |
| 115 | GC Wealth Management RIA, LLC | $754K | 50,208 | −1,143 | trim |
| 116 | D.A. DAVIDSON & CO. | $752K | 50,085 | −591 | trim |
| 117 | Waterfront Wealth Inc. | $747K | 49,749 | −120,661 | trim |
| 118 | EVERGREEN CAPITAL MANAGEMENT LLC | $736K | 48,973 | +9,136 | add |
| 119 | FIRST TRUST ADVISORS LP | $641K | 42,646 | −1,810 | trim |
| 120 | Perigon Wealth Management, LLC | $628K | 41,788 | +495 | add |
| 121 | Laird Norton Wetherby Trust Company, LLC | $626K | 41,656 | +2,959 | add |
| 122 | Turtle Creek Wealth Advisors, LLC | $625K | 41,591 | −946 | trim |
| 123 | Strategic Global Advisors, LLC | $624K | 41,517 | +41,517 | new |
| 124 | Aprio Wealth Management, LLC | $615K | 40,914 | −3,732 | trim |
| 125 | WealthTrust Axiom LLC | $610K | 40,608 | −8,997 | trim |
| 126 | BNP Paribas Asset Management Holding S.A. | $604K | 40,197 | +5,143 | add |
| 127 | Auto-Owners Insurance Co | $597K | 39,733 | 0 | no change |
| 128 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $597K | 39,723 | +6,783 | add |
| 129 | IFS Group,LLC | $587K | 39,052 | — | no prior |
| 130 | Compound Planning, Inc. | $562K | 37,426 | +2,406 | add |
| 131 | US BANCORP \DE\ | $554K | 36,917 | +2,440 | add |
| 132 | Modern Wealth Management, LLC | $553K | 36,567 | +5,422 | add |
| 133 | Advisors Asset Management, Inc. | $547K | 36,426 | −26,499 | trim |
| 134 | TD Waterhouse Canada Inc. | $545K | 36,161 | +27,444 | add |
| 135 | BROWN ADVISORY INC | $543K | 36,124 | +1,784 | add |
| 136 | PROFUND ADVISORS LLC | $535K | 35,621 | −5,544 | trim |
| 137 | Beacon Pointe Advisors, LLC | $527K | 35,059 | +12,738 | add |
| 138 | CHOREO, LLC | $522K | 34,734 | +2,631 | add |
| 139 | Sanctuary Advisors, LLC | $516K | 34,331 | +4,717 | add |
| 140 | MGO ONE SEVEN LLC | $511K | 34,029 | −409 | trim |
| 141 | FRANKLIN RESOURCES INC | $495K | 32,946 | −1,004 | trim |
| 142 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | $490K | 32,619 | +32,619 | new |
| 143 | First Affirmative Financial Network | $478K | 31,801 | — | no prior |
| 144 | LAZARI CAPITAL MANAGEMENT, INC. | $475K | 31,647 | −1,994 | trim |
| 145 | MQS Management LLC | $473K | 31,522 | +31,522 | new |
| 146 | PEAK6 LLC | $462K | 30,786 | +1,492 | add |
| 147 | Copley Financial Group, Inc. | $460K | 30,611 | +6,844 | add |
| 148 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | $458K | 30,484 | +3,118 | add |
| 149 | Provident Living Financial Services, Inc. | $444K | 29,542 | +109 | add |
| 150 | CLIFFORD SWAN INVESTMENT COUNSEL LLC | $437K | 29,089 | −234 | trim |
| 151 | Naviter Wealth, LLC | $435K | 28,964 | +2,328 | add |
| 152 | Hudson Portfolio Management LLC | $433K | 28,857 | 0 | no change |
| 153 | Kathmere Capital Management, LLC | $428K | 28,513 | +2,472 | add |
| 154 | Aaron Wealth Advisors LLC | $413K | 27,517 | +5,679 | add |
| 155 | CWM, LLC | $409K | 27,252 | +3,849 | add |
| 156 | Centiva Capital, LP | $403K | 26,835 | +2,031 | add |
| 157 | Allworth Financial LP | $400K | 26,651 | −2,439 | trim |
| 158 | B. Riley Wealth Advisors, Inc. | $398K | 27,061 | +119 | add |
| 159 | Wick Capital Partners, LLC | $397K | 3,261 | +3,261 | new |
| 160 | J.W. COLE ADVISORS, INC. | $394K | 26,228 | −952 | trim |
| 161 | COMMERCE BANK | $391K | 26,064 | +270 | add |
| 162 | Baker Ellis Asset Management LLC | $391K | 26,000 | −3,300 | trim |
| 163 | Exit Wealth Advisors, LLC. | $389K | 25,887 | +25,887 | new |
| 164 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $386K | 25,399 | −15,913 | trim |
| 165 | Savant Capital, LLC | $373K | 24,863 | +3,593 | add |
| 166 | Investors Research Corp | $372K | 24,785 | −299 | trim |
| 167 | Cetera Trust Company, N.A | $366K | 24,350 | 0 | no change |
| 168 | Ariadne Wealth Management, LP | $355K | 23,646 | 0 | no change |
| 169 | CONTRAVISORY INVESTMENT MANAGEMENT, INC. | $354K | 23,586 | −1,435 | trim |
| 170 | Summit Financial, LLC | $353K | 23,478 | +53 | add |
| 171 | Allspring Global Investments Holdings, LLC | $350K | 23,052 | +3,807 | add |
| 172 | FOCUSED ALPHA, LLC | $350K | 23,309 | +2,623 | add |
| 173 | Sivia Capital Partners, LLC | $348K | 23,160 | +23,160 | new |
| 174 | Dynasty Wealth Management, LLC | $343K | 22,807 | −1,869 | trim |
| 175 | BLAIR WILLIAM & CO/IL | $338K | 22,523 | −2,950 | trim |
| 176 | QUADRANT CAPITAL GROUP LLC | $338K | 22,490 | +1,559 | add |
| 177 | Ballentine Partners, LLC | $331K | 22,066 | +2,177 | add |
| 178 | BAILARD, INC. | $328K | 21,868 | −41,014 | trim |
| 179 | STEPHENS INC /AR/ | $328K | 21,827 | −9,197 | trim |
| 180 | FOURPATH CAPITAL MANAGEMENT, LLC | $317K | 21,130 | −98 | trim |
| 181 | Federation des caisses Desjardins du Quebec | $317K | 21,073 | −508 | trim |
| 182 | Blueshift Asset Management, LLC | $316K | 21,069 | +21,069 | new |
| 183 | HUB Investment Partners, LLC | $316K | 21,041 | −1,186 | trim |
| 184 | Blankinship & Foster, LLC | $314K | 20,912 | 0 | no change |
| 185 | NewEdge Advisors, LLC | $305K | 20,317 | +20,317 | new |
| 186 | Mattson Financial Services, LLC | $303K | 20,161 | +20,161 | new |
| 187 | WELLINGTON MANAGEMENT GROUP LLP | $301K | 20,060 | +9,557 | add |
| 188 | Smartleaf Asset Management LLC | $297K | 20,220 | +1,485 | add |
| 189 | Summit Trail Advisors, LLC | $294K | 19,601 | +19,601 | new |
| 190 | Engineers Gate Manager LP | $288K | 19,200 | −8,657 | trim |
| 191 | PFG Investments, LLC | $287K | 19,094 | −2,750 | trim |
| 192 | Brown Financial Advisors | $284K | 18,917 | +18,917 | new |
| 193 | Verition Fund Management LLC | $279K | 18,564 | −21,363 | trim |
| 194 | Kingsview Wealth Management, LLC | $277K | 18,473 | −369 | trim |
| 195 | Hibernia Wealth Partners, LLC | $274K | 18,249 | +4,781 | add |
| 196 | Pure Financial Advisors, LLC | $271K | 18,019 | +4,680 | add |
| 197 | BENJAMIN EDWARDS INC | $265K | 17,651 | −2,745 | trim |
| 198 | Western Wealth Management, LLC | $258K | 2,279 | +2,279 | new |
| 199 | THORNBURG INVESTMENT MANAGEMENT INC | $258K | 17,164 | 0 | no change |
| 200 | M&T BANK CORP | $256K | 17,077 | −7,184 | trim |
| 201 | Equitable Holdings, Inc. | $252K | 19,019 | +19,019 | new |
| 202 | Bank Pictet & Cie (Europe) AG | $247K | 16,420 | 0 | no change |
| 203 | Walkner Condon Financial Advisors LLC | $241K | 16,042 | −1,490 | trim |
| 204 | Wealthspire Advisors, LLC | $236K | 15,733 | −5,159 | trim |
| 205 | TT Capital Management LLC | $235K | 15,642 | −1,480 | trim |
| 206 | Three Seasons Wealth, LLC | $232K | 15,454 | +15,454 | new |
| 207 | AlphaCore Capital LLC | $230K | 15,286 | −75,632 | trim |
| 208 | Wallace Capital Management Inc. | $225K | 15,000 | 0 | no change |
| 209 | Y-Intercept (Hong Kong) Ltd | $225K | 14,974 | −18,526 | trim |
| 210 | Walleye Capital LLC | $224K | 14,937 | −128,532 | trim |
| 211 | Farringdon Capital, Ltd. | $217K | 14,441 | −42,616 | trim |
| 212 | Checchi Capital Advisers, LLC | $216K | 14,395 | +1,633 | add |
| 213 | SFI Advisors, LLC | $216K | 14,378 | 0 | no change |
| 214 | Fort Sheridan Advisors LLC | $215K | 14,299 | −95 | trim |
| 215 | NorthRock Partners, LLC | $214K | 14,217 | +531 | add |
| 216 | JMN Financial LLC | $213K | 14,208 | — | no prior |
| 217 | BETO FINANCIAL GROUP, LLC | $211K | 13,464 | −2,053 | trim |
| 218 | LVW Advisors, LLC | $200K | 13,293 | +13,293 | new |
| 219 | Cypress Capital Group | $199K | 13,262 | 0 | no change |
| 220 | Ashton Thomas Private Wealth, LLC | $196K | 13,046 | +13,046 | new |
| 221 | EQUITY INVESTMENT CORP | $196K | 13,043 | −2,740 | trim |
| 222 | NIA IMPACT ADVISORS, LLC | $196K | 13,031 | +2,524 | add |
| 223 | AE Wealth Management LLC | $193K | 12,823 | −2,650 | trim |
| 224 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $192K | 12,809 | +315 | add |
| 225 | PCM Encore, LLC | $191K | 12,743 | +161 | add |
| 226 | Tidal Investments LLC | $191K | 12,725 | −440 | trim |
| 227 | Composition Wealth, LLC | $183K | 12,206 | +12,206 | new |
| 228 | FLPUTNAM INVESTMENT MANAGEMENT CO | $183K | 12,158 | −388 | trim |
| 229 | Squarepoint Ops LLC | $176K | 11,735 | −11,465 | trim |
| 230 | Sovran Advisors, LLC | $176K | 11,143 | +11,143 | new |
| 231 | Graham Capital Management, L.P. | $176K | 11,713 | −141,750 | trim |
| 232 | EntryPoint Capital, LLC | $176K | 11,699 | 0 | no change |
| 233 | Ascent Group, LLC | $172K | 11,443 | +285 | add |
| 234 | Brucke Financial, Inc. | $171K | 11,386 | −8,575 | trim |
| 235 | STONEHAVEN WEALTH & TAX SOLUTIONS, LLC | $171K | 11,352 | +11,352 | new |
| 236 | Independent Advisor Alliance | $169K | 11,274 | +648 | add |
| 237 | HOLDERNESS INVESTMENTS CO | $169K | 11,231 | 0 | no change |
| 238 | COFG Advisors, LLC | $168K | 11,171 | +41 | add |
| 239 | EVOLVE PRIVATE WEALTH, LLC | $168K | 11,161 | +489 | add |
| 240 | Merit Financial Group, LLC | $167K | 11,102 | +11,102 | new |
| 241 | Envestnet Portfolio Solutions, Inc. | $165K | 11,018 | −1,545 | trim |
| 242 | COLDSTREAM CAPITAL MANAGEMENT INC | $165K | 10,984 | −2,080 | trim |
| 243 | Strategic Family Wealth Counselors, L.L.C. | $158K | 10,516 | −283 | trim |
| 244 | PINNACLE ASSOCIATES LTD | $155K | 10,298 | 0 | no change |
| 245 | Concurrent Investment Advisors, LLC | $154K | 10,242 | +152 | add |
| 246 | Mountain Hill Investment Partners Corp. | $152K | 10,145 | −28,368 | trim |
| 247 | DAVENPORT & Co LLC | $152K | 10,140 | −190 | trim |
| 248 | Portside Wealth Group, LLC | $152K | 10,136 | +10,136 | new |
| 249 | Carrera Capital Advisors | $151K | 10,047 | −9,460 | trim |
| 250 | Narus Financial Partners, LLC | $150K | 10,000 | 0 | no change |
| 251 | MAI Capital Management | $144K | 9,583 | +703 | add |
| 252 | Parkside Financial Bank & Trust | $128K | 8,518 | +30 | add |
| 253 | Cromwell Holdings LLC | $123K | 8,193 | 0 | no change |
| 254 | Pacific Center for Financial Services | $117K | 7,783 | +370 | add |
| 255 | Manchester Capital Management LLC | $84.1K | 5,599 | +2,317 | add |
| 256 | Blue Owl Capital Holdings LP | $80.7K | 5,371 | +5,371 | new |
| 257 | Wilmington Savings Fund Society, FSB | $69.8K | 4,646 | +118 | add |
| 258 | Arax Advisory Partners | $60.4K | 3,991 | −777 | trim |
| 259 | Larson Financial Group LLC | $55.3K | 3,679 | +155 | add |
| 260 | Evergreen Advisors, LLC | $54.4K | 3,623 | +3,623 | new |
| 261 | ASSETMARK, INC | $44.9K | 2,992 | +717 | add |
| 262 | American Capital Advisory, LLC | $43.6K | 2,903 | +503 | add |
| 263 | Destiny Wealth Partners, LLC | $39.3K | 2,614 | +2,614 | new |
| 264 | Blue Trust, Inc. | $32.8K | 2,181 | −1,637 | trim |
| 265 | Savvy Advisors, Inc. | $32.5K | 2,163 | +2,163 | new |
| 266 | Owl Creek Wealth Partners LLC | $32.1K | 2,137 | — | no prior |
| 267 | DEUTSCHE BANK AG\ | $31.5K | 2,100 | 0 | no change |
| 268 | BAYBAN | $30.6K | 2,039 | +2,009 | add |
| 269 | Pinnacle Wealth Planning Services, Inc. | $30.6K | 2,037 | +66 | add |
| 270 | UMB Bank, n.a. | $29.0K | 31,933 | +19,762 | add |
| 271 | Opal Wealth Advisors, LLC | $27.7K | 1,844 | +1,844 | new |
| 272 | WealthCollab, LLC | $24.8K | 1,649 | 0 | no change |
| 273 | Atlantic Union Bankshares Corp | $24.5K | 1,631 | +6 | add |
| 274 | True Wealth Design, LLC | $20.3K | 1,352 | +987 | add |
| 275 | CALDWELL SUTTER CAPITAL, INC. | $18.7K | 1,242 | 0 | no change |
| 276 | FINANCIAL CONSULATE, INC | $17.2K | 1,146 | +901 | add |
| 277 | SHP Wealth Management | $15.9K | 1,062 | +91 | add |
| 278 | WEBSTER BANK, N. A. | $15.8K | 1,050 | 0 | no change |
| 279 | CENTRAL TRUST Co | $15.5K | 1,034 | −2,881 | trim |
| 280 | SJS Investment Consulting Inc. | $15.4K | 1,024 | +3 | add |
| 281 | Atlantic Edge Private Wealth Management, LLC | $15.0K | 1,000 | 0 | no change |
| 282 | Intentional Wealth Strategies, LLC | $14.2K | 946 | — | no prior |
| 283 | EASTERN BANK | $13.7K | 910 | −95 | trim |
| 284 | Godfrey Financial Associates, Inc. | $12.9K | 857 | 0 | no change |
| 285 | Signature Equity Partners, LLC | $12.3K | 819 | +819 | new |
| 286 | MONTAG A & ASSOCIATES INC | $11.9K | 793 | 0 | no change |
| 287 | Jackson, Grant Investment Advisers, Inc. | $11.3K | 749 | 0 | no change |
| 288 | HRT FINANCIAL LP | $11.2K | 745,565 | +181,456 | add |
| 289 | New England Capital Financial Advisors LLC | $10.9K | 727 | 0 | no change |
| 290 | Hickory Point Bank & Trust | $10.7K | 710 | +710 | new |
| 291 | PFS Partners, LLC | $10.1K | 673 | +9 | add |
| 292 | Prestige Wealth Management Group LLC | $9.7K | 644 | 0 | no change |
| 293 | Physician Wealth Advisors, Inc. | $9.6K | 636 | 0 | no change |
| 294 | ARMSTRONG ADVISORY GROUP, INC | $9.3K | 622 | 0 | no change |
| 295 | Rakuten Securities, Inc. | $9.0K | 601 | +101 | add |
| 296 | MCF Advisors LLC | $8.8K | 586 | — | no prior |
| 297 | VISION FINANCIAL MARKETS LLC | $8.2K | 545 | 0 | no change |
| 298 | JFS WEALTH ADVISORS, LLC | $8.0K | 530 | 0 | no change |
| 299 | Geneos Wealth Management Inc. | $7.9K | 525 | 0 | no change |
| 300 | Costello Asset Management, INC | $7.5K | 500 | 0 | no change |
| 301 | Smallwood Wealth Investment Management, LLC | $7.3K | 487 | 0 | no change |
| 302 | Vermillion Wealth Management, Inc. | $7.0K | 465 | 0 | no change |
| 303 | AMERIFLEX GROUP, INC. | $7.0K | 465 | +465 | new |
| 304 | Quest 10 Wealth Builders, Inc. | $6.8K | 449 | −3 | trim |
| 305 | Asset Dedication, LLC | $6.7K | 444 | −2,700 | trim |
| 306 | IFG Advisory, LLC | $6.3K | 422 | +422 | new |
| 307 | FIFTH THIRD BANCORP | $6.1K | 409 | +80 | add |
| 308 | GHP Investment Advisors, Inc. | $6.1K | 404 | +359 | add |
| 309 | Hilltop National Bank | $5.8K | 388 | 0 | no change |
| 310 | Cranbrook Wealth Management, LLC | $5.6K | 374 | 0 | no change |
| 311 | TOMPKINS FINANCIAL CORP | $5.2K | 348 | +348 | new |
| 312 | Grove Bank & Trust | $5.2K | 348 | 0 | no change |
| 313 | Spire Wealth Management | $5.2K | 347 | 0 | no change |
| 314 | DUNCKER STREETT & CO INC | $4.9K | 324 | 0 | no change |
| 315 | Retirement Wealth Solutions LLC | $4.6K | 306 | +227 | add |
| 316 | Cassaday & Co Wealth Management LLC | $4.3K | 286 | +286 | new |
| 317 | Transamerica Financial Advisors, LLC | $4.2K | 282 | 0 | no change |
| 318 | Cherry Tree Wealth Management, LLC | $4.1K | 270 | 0 | no change |
| 319 | Financial Network Wealth Advisors LLC | $3.8K | 256 | — | no prior |
| 320 | GABLES CAPITAL MANAGEMENT INC. | $3.8K | 250 | 0 | no change |
| 321 | Dogwood Wealth Management LLC | $3.3K | 219 | +219 | new |
| 322 | Annis Gardner Whiting Capital Advisors, LLC | $3.1K | 204 | +204 | new |
| 323 | Kilter Group LLC | $3.1K | 204 | +80 | add |
| 324 | BARRETT & COMPANY, INC. | $3.1K | 204 | −103 | trim |
| 325 | Financial Perspectives, Inc | $2.9K | 194 | +2 | add |
| 326 | Newton One Investments LLC | $2.8K | 187 | 0 | no change |
| 327 | Triumph Capital Management | $2.3K | 151 | +20 | add |
| 328 | Measured Wealth Private Client Group, LLC | $2.3K | 150 | 0 | no change |
| 329 | Kingdom Financial Group LLC. | $2.3K | 150 | +150 | new |
| 330 | Bayforest Capital Ltd | $2.2K | 147 | +147 | new |
| 331 | Westfuller Advisors, LLC | $2.0K | 135 | +2 | add |
| 332 | Johnson Financial Group, Inc. | $2.0K | 133 | 0 | no change |
| 333 | BFSG, LLC | $2.0K | 132 | 0 | no change |
| 334 | EVOLUTION WEALTH MANAGEMENT INC. | $1.9K | 126 | 0 | no change |
| 335 | Addison Advisors LLC | $1.9K | 124 | +124 | new |
| 336 | BROWN, LISLE/CUMMINGS, INC. | $1.8K | 120 | 0 | no change |
| 337 | MATHER GROUP, LLC. | $1.8K | 120 | +120 | new |
| 338 | Community Financial Services Group, LLC | $1.7K | 114 | +114 | new |
| 339 | Glen Eagle Advisors, LLC | $1.4K | 91 | −1,670 | trim |
| 340 | MBM WEALTH CONSULTANTS, LLC | $1.2K | 79 | +79 | new |
| 341 | Magnolia Wealth Management, LLC | $1.2K | 78 | +78 | new |
| 342 | Frazier Financial Advisors, LLC | $1.1K | 74 | −81 | trim |
| 343 | Summit Global Investments | $1.1K | 73,937 | +9,164 | add |
| 344 | Bravera Wealth | $1.1K | 71 | — | no prior |
| 345 | HM PAYSON & CO | $1.0K | 67 | +67 | new |
| 346 | Signature Resources Capital Management, LLC | $706 | 47 | 0 | no change |
| 347 | Davis Asset Management, L.P. | $706 | 47 | +47 | new |
| 348 | MV CAPITAL MANAGEMENT, INC. | $691 | 46 | +24 | add |
| 349 | PARK AVENUE SECURITIES LLC | $640 | 42,612 | +7,293 | add |
| 350 | HOEY INVESTMENTS, INC | $631 | 42 | 0 | no change |
| 351 | Burk Holdings LLC | $631 | 42 | +42 | new |
| 352 | Stone House Investment Management, LLC | $616 | 41 | 0 | no change |
| 353 | Bell Investment Advisors, Inc | $616 | 41 | −464 | trim |
| 354 | SALEM INVESTMENT COUNSELORS INC | $541 | 36 | +36 | new |
| 355 | THRIVENT FINANCIAL FOR LUTHERANS | $443 | 29,512 | −5,597 | trim |
| 356 | M Holdings Securities, Inc. | $295 | 18,082 | −6,750 | trim |
| 357 | Caitong International Asset Management Co., Ltd | $270 | 18 | −21 | trim |
| 358 | TD Capital Management LLC | $214 | 14 | 0 | no change |
| 359 | Center for Financial Planning, Inc. | $211 | 14 | 0 | no change |
| 360 | INGALLS & SNYDER LLC | $210 | 14,000 | 0 | no change |
| 361 | HighMark Wealth Management LLC | $210 | 14 | 0 | no change |
| 362 | MidFirst Bank | $165 | 11 | +11 | new |
| 363 | EVERMAY WEALTH MANAGEMENT LLC | $61 | 4 | −585 | trim |
| 364 | Clearstead Advisors, LLC | $57 | 4 | 0 | no change |
| 365 | HAZLETT, BURT & WATSON, INC. | $29 | 1,909 | 0 | no change |
| 366 | VALLEY NATIONAL ADVISERS INC | $15 | 1,000 | 0 | no change |
| 367 | Farmers & Merchants Trust Co of Chambersburg PA | $8 | 517 | 0 | no change |
| 368 | Smithfield Trust Co | $3 | 185 | 0 | no change |
| 369 | Navigoe, LLC | $3 | 238 | 0 | no change |
| 370 | Avion Wealth | $1 | 130 | +130 | new |
| 371 | Activest Wealth Management | $0 | 0 | 0 | new |
| 372 | GLENMEDE TRUST CO NA | — | — | −28,178 | exit |
| 373 | HARBOUR INVESTMENTS, INC. | — | — | −1,653 | exit |
| 374 | Hilltop Holdings Inc. | — | — | −14,302 | exit |
| 375 | CIBC Private Wealth Group LLC | — | — | −3,435 | exit |
| 376 | SCOTIA CAPITAL INC. | — | — | −10,778 | exit |
| 377 | CITADEL ADVISORS LLC | — | — | −1,305,067 | exit |
| 378 | GTS SECURITIES LLC | — | — | −10,819 | exit |
| 379 | TWO SIGMA ADVISERS, LP | — | — | −755,300 | exit |
| 380 | TCTC Holdings, LLC | — | — | −208 | exit |
| 381 | Parallax Volatility Advisers, L.P. | — | — | −3,826 | exit |
| 382 | SUMMIT SECURITIES GROUP LLC | — | — | −3,600 | exit |
| 383 | FOX RUN MANAGEMENT, L.L.C. | — | — | −55,457 | exit |
| 384 | EP Wealth Advisors, LLC | — | — | −10,504 | exit |
| 385 | Zimmer Partners, LP | — | — | −60 | exit |
| 386 | Coyle Financial Counsel LLC | — | — | −11,251 | exit |
| 387 | Point72 Asset Management, L.P. | — | — | −48,758 | exit |
| 388 | Sowell Financial Services LLC | — | — | −12,725 | exit |
| 389 | KESTRA PRIVATE WEALTH SERVICES, LLC | — | — | −48,511 | exit |
| 390 | Lido Advisors, LLC | — | — | −40,537 | exit |
| 391 | Quadrature Capital Ltd | — | — | −11,997 | exit |
| 392 | Aptus Capital Advisors, LLC | — | — | −15,174 | exit |
| 393 | NorthCoast Asset Management LLC | — | — | −114,566 | exit |
| 394 | Schonfeld Strategic Advisors LLC | — | — | −44,008 | exit |
| 395 | Cornerstone Wealth Management, LLC | — | — | −11,004 | exit |
| 396 | McIlrath & Eck, LLC | — | — | −1,457 | exit |
| 397 | Garner Asset Management Corp | — | — | −6 | exit |
| 398 | Lester Murray Antman dba SimplyRich | — | — | −29,373 | exit |
| 399 | 180 WEALTH ADVISORS, LLC | — | — | −16,160 | exit |
| 400 | Global Retirement Partners, LLC | — | — | −18,313 | exit |
| 401 | Laurel Wealth Advisors LLC | — | — | −186 | exit |
| 402 | Robertson Stephens Wealth Management, LLC | — | — | −68,396 | exit |
| 403 | Trek Financial, LLC | — | — | −16,836 | exit |
| 404 | U.S. Capital Wealth Advisors, LLC | — | — | −20,146 | exit |
| 405 | TUCKER ASSET MANAGEMENT LLC | — | — | −353 | exit |
| 406 | JTC Employer Solutions Trustee Ltd | — | — | −128 | exit |
| 407 | NFSG Corp | — | — | −67 | exit |
| 408 | Forum Financial Management, LP | — | — | −20,484 | exit |
| 409 | SageView Advisory Group, LLC | — | — | −521 | exit |
| 410 | Cape Investment Advisory, Inc. | — | — | −302 | exit |
| 411 | SWAN Capital LLC | — | — | −25 | exit |
| 412 | Accordant Advisory Group Inc | — | — | −16 | exit |
| 413 | Jain Global LLC | — | — | −12,092 | exit |
| 414 | Safe Harbor Fiduciary, LLC | — | — | −73 | exit |
| 415 | Generali Investments CEE, investicni spolecnost, a.s. | — | — | −38,272 | exit |
| 416 | May Hill Capital, LLC | — | — | −10,480 | exit |
| 417 | Harbor Asset Planning, Inc. | — | — | −520 | exit |
| 418 | KW WEALTH MANAGEMENT LLC | — | — | −22,251 | exit |
| 419 | Keating Financial Advisory Services, Inc. | — | — | −55 | exit |
| 420 | Advocate Investing Services LLC | — | — | −12,100 | exit |
| 421 | SG Trading Solutions, LLC | — | — | −63,028 | exit |