| Invesco Ltd. | 5.72M | $118.9M | $1.03M | Added$1.03M |
| Clearbridge Investments, LLC | 505.1K | $10.5M | $90.9K | Added$90.9K |
| JPMORGAN CHASE & CO | 424.9K | $8.74M | −$11.9K | Added$552.6K |
| RAYMOND JAMES FINANCIAL INC | 309.3K | $6.43M | $55.7K | Cut−$15.7K |
| MORGAN STANLEY | 268.7K | $5.58M | $9.39K | Added$4.51M |
| FIRST TRUST ADVISORS LP | 190K | $3.95M | $32.3K | Added$253.4K |
| Quadrant Private Wealth Management, LLC | 162.5K | $3.38M | $29.3K | Added$8.36K |
| Blackstone Inc. | 131.6K | $2.73M | $23.7K | Added$23.7K |
| LPL Financial LLC | 122K | $2.54M | $21.5K | Added$69.3K |
| NewEdge Wealth, LLC | 94K | $1.95M | $16.7K | Added$41.9K |
| U.S. Capital Wealth Advisors, LLC | 80K | $1.66M | $14.4K | Added$14.4K |
| Mariner, LLC | 73.5K | $1.53M | $13.2K | Cut−$67.3K |
| STIFEL FINANCIAL CORP | 54.3K | $1.13M | $8.78K | Added$123.4K |
| UBS Group AG | 50.9K | $1.06M | $6.84K | Added$274.1K |
| GOLDMAN SACHS GROUP INC | 48.9K | $1.02M | $6.59K | Added$262.1K |
| JANE STREET GROUP, LLC | 42K | $873.2K | — | New |
| Bramshill Investments, LLC | 30.4K | $631.4K | $5.47K | Cut−$369.6K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 28.4K | $590.7K | — | New |
| Corient Private Wealth LLC | 25K | $519.5K | $4.5K | Added$4.5K |
| Outlook Wealth Advisors, LLC | 22.3K | $462.4K | $2.21K | Added$209K |
| IFG Advisory, LLC | 19.2K | $399.6K | — | New |
| EXCHANGE TRADED CONCEPTS, LLC | 18.9K | $392.1K | $2.82K | Added$68.9K |
| Sanctuary Advisors, LLC | 17.8K | $370.3K | $3.21K | Added$3.21K |
| Morton Brown Family Wealth, LLC | 16.3K | $339K | $2.94K | Added$2.94K |
| Apollon Wealth Management, LLC | 16.3K | $337.9K | $2.89K | Added$6.8K |
| AMERICAN FINANCIAL GROUP INC | 15K | $311.7K | $2.7K | Added$2.7K |
| TRUIST FINANCIAL CORP | 14.5K | $301.3K | $2.61K | Added$2.61K |
| Citadel | 13.9K | $289.3K | $2.51K | Cut−$195.1K |
| SEI INVESTMENTS CO | 13.4K | $278.5K | — | New |
| BROWN ADVISORY INC | 12.2K | $252.8K | $2.2K | Added$2.78K |
| FRANKLIN RESOURCES INC | 11K | $228.6K | $1.98K | Added$1.98K |
| Gateway Wealth Partners, LLC | 10.3K | $213.6K | — | New |
| ROYAL BANK OF CANADA | 7.39K | $154K | $1,000 | Added$1K |
| WELLS FARGO & COMPANY/MN | 5.12K | $106.5K | $916 | Cut−$21K |
| North Star Investment Management Corp. | 5.05K | $104.9K | — | New |
| CITIGROUP INC | 4.21K | $87.5K | — | New |
| EverSource Wealth Advisors, LLC | 3.45K | $71.7K | $621 | Added$621 |
| CWM, LLC | 3.39K | $70.4K | $70.3K | Added$70.3K |
| BNP PARIBAS FINANCIAL MARKETS | 2.89K | $60K | $288 | Added$27K |
| OSAIC HOLDINGS, INC. | 2.63K | $54.7K | $396 | Added$9.75K |
| Farther Finance Advisors, LLC | 2.57K | $53.7K | — | New |
| Allworth Financial LP | 2K | $41.6K | $360 | Added$360 |
| Geneos Wealth Management Inc. | 1.2K | $24.9K | $216 | Added$216 |
| MB, LEVIS & ASSOCIATES, LLC | 1.16K | $24.1K | $200 | Added$740 |
| ARMSTRONG ADVISORY GROUP, INC | 844 | $17.5K | $143 | Added$538 |
| UMB Bank, n.a. | 800 | $16.6K | $144 | Added$144 |
| PNC Financial Services Group, Inc. | 700 | $14.5K | $126 | Added$126 |
| JONES FINANCIAL COMPANIES LLLP | 415 | $8.94K | $390 | Added$390 |
| IFP Advisors, Inc | 249 | $5.17K | $45 | Added$45 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 200 | $4.16K | — | New |
| PRIVATE TRUST CO NA | 200 | $4.16K | $36 | Added$36 |
| ASSETMARK, INC | 190 | $3.95K | — | New |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 100 | $2.08K | $18 | Cut−$12.7M |
| ACADIAN ASSET MANAGEMENT LLC | 73.7K | $1.53K | $8 | Added$695 |
| Founders Capital Management | 50 | $1.03K | −$9 | Added$32 |
| HRT FINANCIAL LP | 47.9K | $994 | — | New |
| MRP Capital Investments, LLC | 44 | $915 | $8 | Added$8 |
| GSA CAPITAL PARTNERS LLP | 34.5K | $716 | $6 | Added$24 |
| PHILADELPHIA TRUST CO | 21K | $436 | $3 | Added$3 |
| Janney Montgomery Scott LLC | 18.5K | $385 | $3 | Cut−$27 |
| VALLEY NATIONAL ADVISERS INC | 500 | $10 | $0 | Held |