| BlackRock, Inc. | 0.00% | Add +6.1% | 4,182,224 | $208.5M |
| Envestnet Asset Management Inc. | 0.03% | Add +723.4% | 2,416,325 | $120.5M |
| State of Michigan Retirement System | 0.42% | New | 1,900,000 | $94.7M |
| Captrust Financial Advisors | 0.10% | Reduce -12.4% | 1,332,817 | $66.5M |
| Permanens Capital L.P. | 5.66% | Add +34.2% | 1,103,409 | $55.0M |
| LPL Financial LLC | 0.01% | Add +4134.5% | 885,051 | $44.1M |
| FMR LLC | 0.00% | New | 744,112 | $37.1M |
| Cetera Investment Advisers | 0.02% | Add +788.5% | 401,449 | $20.0M |
| Bank of America Corp. | 0.00% | Reduce -7.6% | 369,449 | $18.4M |
| Morgan Stanley | 0.00% | Add +6275.7% | 279,511 | $13.9M |
| Envestnet Portfolio Solutions, Inc. | 0.07% | New | 276,466 | $13.8M |
| PNC Financial Services Group, Inc. | 0.01% | Reduce -0.2% | 252,901 | $12.6M |
| Assetmark, Inc. | 0.02% | New | 243,814 | $12.2M |
| JPMorgan Chase & Co. | 0.00% | Add +130.2% | 196,050 | $9.8M |
| MML Investors Services, LLC | 0.02% | Add +4276.6% | 175,940 | $8.8M |
| OneDigital Investment Advisors LLC | 0.06% | New | 149,693 | $7.5M |
| Citadel Advisors | 0.00% | Add +147.7% | 144,480 | $7.2M |
| Commonwealth Equity Services, LLC | 0.01% | New | 139,892 | $7.0M |
| All Terrain Financial Advisors, LLC | 1.28% | New | 122,105 | $6.1M |
| Kelly Financial Services LLC | 1.25% | New | 117,403 | $5.9M |
| Diversify Advisory Services, LLC | 0.09% | New | 110,772 | $5.5M |
| Diversify Wealth Management, LLC | 0.09% | New | 110,772 | $5.5M |
| Perigon Wealth Management, LLC | 0.08% | Add +4.0% | 105,067 | $5.2M |
| Saxony Capital Management, LLC | 2.05% | Reduce -5.7% | 89,886 | $4.5M |
| JB Capital LLC | 0.15% | New | 85,247 | $4.3M |
| United Capital Financial Advisors, LLC | 0.02% | New | 77,243 | $3.8M |
| Park Avenue Securities LLC | 0.02% | New | 74,822 | $3.7M |
| Tennessee Valley Asset Management Partners | 0.39% | Add +11.7% | 70,414 | $3.5M |
| Scarborough Advisors, LLC | 0.37% | Reduce -27.5% | 63,913 | $3.2M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.14% | New | 58,133 | $2.9M |
| Triad Wealth Partners, LLC | 0.13% | New | 45,041 | $2.2M |
| RFG Advisory, LLC | 0.03% | Add +2.5% | 39,677 | $2.0M |
| Independent Financial Group, LLC | 0.03% | Add +4.1% | 36,057 | $1.8M |
| Private Advisor Group, LLC | 0.01% | New | 35,241 | $1.8M |
| TCP Asset Management, LLC | 0.20% | New | 35,079 | $1.7M |
| Mercer Global Advisors Inc. | 0.00% | New | 32,697 | $1.6M |
| IHT Wealth Management, LLC | 0.03% | Add +3.3% | 29,513 | $1.5M |
| Sanctuary Advisors, LLC | 0.01% | New | 29,314 | $1.5M |
| CreativeOne Wealth, LLC | 0.03% | New | 24,563 | $1.2M |
| Truist Financial Corp. | 0.00% | Add +41.7% | 23,599 | $1.2M |
| Orion Porfolio Solutions, LLC | 0.01% | New | 22,088 | $1.1M |
| Osaic Holdings, Inc. | 0.00% | Add +1033.7% | 20,519 | $1.0M |
| Beacon Financial Group | 0.09% | New | 19,834 | $989K |
| Sequoia Financial Advisors, LLC | 0.00% | New | 19,285 | $962K |
| Goldman Sachs Group Inc. | 0.00% | New | 17,014 | $848K |
| ShoreHaven Wealth Partners, LLC | 0.26% | New | 16,889 | $842K |
| Old Mission Capital LLC | 0.02% | New | 15,966 | $796K |
| Arkadios Wealth Advisors | 0.01% | New | 15,676 | $782K |
| Simplicity Wealth,LLC | 0.03% | New | 15,646 | $780K |
| Insigneo Advisory Services, LLC | 0.03% | Reduce -0.1% | 14,556 | $726K |
| Transamerica Financial Advisors, LLC | 0.06% | New | 14,012 | $699K |
| NewEdge Advisors, LLC | 0.00% | New | 13,065 | $651K |
| Integrated Advisors Network LLC | 0.03% | New | 13,020 | $649K |
| Ameriprise Financial Inc. | 0.00% | Reduce -61.6% | 12,459 | $621K |
| Invst, LLC | 0.05% | New | 10,934 | $545K |
| Arax Advisory Partners | 0.00% | New | 9,073 | $452K |
| Ausdal Financial Partners, Inc. | 0.02% | New | 8,937 | $446K |
| Advyzon Investment Management, LLC | 0.03% | New | 8,922 | $445K |
| Keebeck Wealth Management | 0.04% | New | 8,792 | $438K |
| Benjamin Edwards Inc. | 0.00% | Add +14.7% | 8,487 | $423K |
| Integrated Wealth Concepts LLC | 0.00% | New | 7,567 | $377K |
| Detalus Advisors, LLC | 0.07% | New | 7,435 | $371K |
| Avantra Family Wealth, Inc. | 0.22% | New | 6,958 | $347K |
| Raymond James Financial Inc. | 0.00% | Add +32.0% | 6,916 | $345K |
| Dynasty Wealth Management, LLC | 0.00% | New | 6,892 | $344K |
| Keystone Financial Group | 0.02% | New | 6,599 | $329K |
| Summit Financial, LLC | 0.00% | New | 6,402 | $319K |
| Lockerman Financial Group, Inc. | 0.45% | New | 5,968 | $298K |
| Strategic Blueprint, LLC | 0.01% | New | 5,775 | $288K |
| Concurrent Investment Advisors, LLC | 0.00% | New | 5,768 | $288K |
| Skyline Advisors, Inc. | 0.09% | New | 5,736 | $286K |
| Ehrlich Financial Group | 0.14% | New | 5,654 | $282K |
| Two West Capital Advisors LLC | 0.14% | New | 5,621 | $280K |
| GTS Securities LLC | 0.01% | New | 5,255 | $262K |
| OpenArc Corporate Advisory, LLC | 0.00% | New | 4,796 | $239K |
| Synergy Investment Management, LLC | 0.06% | New | 4,795 | $239K |
| Security Financial Services, INC. | 0.03% | New | 4,700 | $234K |
| Sagespring Wealth Partners, LLC | 0.00% | New | 4,509 | $225K |
| Icon Wealth Advisors, LLC | 0.01% | Reduce -17.5% | 4,167 | $208K |
| Stifel Financial Corp. | 0.00% | No change | 4,154 | $207K |
| Stratos Wealth Partners, LTD. | 0.00% | New | 4,043 | $202K |
| GeoWealth Management, LLC | 0.01% | New | 3,646 | $182K |
| EFG International AG | 0.00% | New | 3,412 | $170K |
| Global Retirement Partners, LLC | 0.00% | — | 3,131 | $156K |
| Fifth Third Bancorp | 0.00% | Reduce -72.3% | 2,722 | $136K |
| Rialto Wealth Management, LLC | 0.03% | New | 2,596 | $129K |
| Colonial Trust Co / SC | 0.01% | New | 1,702 | $85K |
| Rossby Financial, LCC | 0.01% | Add +329.5% | 1,310 | $65K |
| Farther Finance Advisors, LLC | 0.00% | New | 1,127 | $56K |
| Aptus Capital Advisors, LLC | 0.00% | New | 880 | $44K |
| IFG Advisory, LLC | 0.00% | New | 560 | $28K |
| AE Wealth Management LLC | 0.00% | Add +274.5% | 558 | $28K |
| Bulwark Capital Corp | 0.01% | New | 405 | $20K |
| Measured Wealth Private Client Group, LLC | 0.00% | No change | 334 | $17K |
| Rockefeller Capital Management L.P. | 0.00% | New | 323 | $16K |
| Private Trust Co. NA | 0.00% | New | 190 | $9K |
| IFP Advisors, Inc | 0.00% | New | 171 | $9K |
| MCF Advisors LLC | 0.00% | New | 142 | $7K |
| Steward Partners Investment Advisory, LLC | 0.00% | New | 108 | $5K |
| Fiduciary Financial Advisors | 0.00% | New | 86 | $4K |