| Hingham Institution for Savings | 308.6K | $10.8M | $76.3K | Added$601.5K |
| FJ Capital Management LLC | 293.8K | $10.3M | $76.4K | Added$76.4K |
| ROYCE & ASSOCIATES LP | 278.9K | $9.73M | $72.3K | Added$99K |
| Gator Capital Management, LLC | 209.3K | $7.3M | $53.5K | Added$176.6K |
| VANGUARD CAPITAL MANAGEMENT LLC | 123.2K | $4.3M | — | Held |
| BlackRock, Inc. | 119.6K | $4.17M | $31.1K | Cut−$17.9K |
| ENDEAVOUR CAPITAL ADVISORS INC | 83.3K | $2.91M | $20.6K | Added$159.9K |
| Beartown Capital Management, LLC | 75.8K | $2.65M | $19.7K | Added$19.7K |
| ALLIANCEBERNSTEIN L.P. | 65.9K | $2.28M | −$0 | Added$13.4K |
| EJF Capital LP | 56.5K | $1.97M | $14.7K | Cut−$39.5K |
| GEODE CAPITAL MANAGEMENT, LLC | 54.1K | $1.89M | $14.2K | Cut−$101.9K |
| Rosenthal | Henry Capital Advisors, Inc. | 39.2K | $1.35M | −$5.49K | Cut−$5.49K |
| RMR Wealth Builders | 38.7K | $1.35M | $10.1K | Added$10.1K |
| Magnolia Private Wealth, LLC | 32.6K | $1.14M | $8.49K | Added$8.49K |
| NORTHERN TRUST CORP | 31.5K | $1.1M | $8.1K | Added$21K |
| Pillsbury Lake Capital LLC | 26.9K | $937.4K | $4.75K | Added$304K |
| HighTower Advisors, LLC | 23.5K | $819.1K | — | New |
| State Street | 18.8K | $657.6K | $4.9K | Added$3.24K |
| ELEVATION POINT WEALTH PARTNERS, LLC | 18.5K | $647.2K | — | New |
| Chevy Chase Trust Holdings, LLC | 18.4K | $642.8K | $4.79K | Added$4.79K |
| VANGUARD FIDUCIARY TRUST CO | 18.3K | $637.3K | — | Held |
| Militia Capital Management LLC | 17K | $593.3K | — | Held |
| Wealthspire Advisors, LLC | 17K | $593.3K | — | New |
| ROYAL BANK OF CANADA | 16.1K | $561K | $3.8K | Added$2K |
| Renaissance Technologies | 15.2K | $530.5K | $3.85K | Added$17.8K |
| GOLDMAN SACHS GROUP INC | 13.9K | $483.4K | $3.36K | Added$35.7K |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 12.7K | $443.6K | — | Held |
| Daytona Street Capital LLC | 10K | $354.8K | $8.38K | Added$8.38K |
| BANK OF AMERICA CORP /DE/ | 9.66K | $337.2K | $2.44K | Added$12.7K |
| Quantinno Capital Management LP | 9.24K | $322.6K | — | New |
| JOHNSON INVESTMENT COUNSEL INC | 8.7K | $303.6K | — | New |
| RAYMOND JAMES FINANCIAL INC | 8.5K | $296.6K | $2.21K | Cut−$32.4K |
| SILVIA MCCOLL WEALTH MANAGEMENT, LLC | 8.24K | $287.6K | $2.14K | Added$2.14K |
| AlphaCore Capital LLC | 7.65K | $267K | $1.99K | Added$2.02K |
| CWM, LLC | 5.95K | $207.8K | $207.3K | Added$207.6K |
| MORGAN STANLEY | 4.81K | $168K | $1.07K | Added$25.8K |
| BARCLAYS PLC | 3.09K | $107.9K | $806 | Cut−$110.4K |
| RHUMBLINE ADVISERS | 2.99K | $104.3K | $780 | Cut−$4.07K |
| NEW YORK STATE COMMON RETIREMENT FUND | 2.2K | $76.8K | $572 | Added$572 |
| DEUTSCHE BANK AG\ | 1.69K | $58.9K | — | New |
| Vanguard Global Advisers, LLC | 1.45K | $50.6K | — | Held |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 1.06K | $37K | $266 | Added$1.45K |
| JPMORGAN CHASE & CO | 937 | $33.4K | $946 | Cut−$51.5K |
| WELLS FARGO & COMPANY/MN | 825 | $28.8K | $214 | Cut−$56K |
| UBS Group AG | 731 | $25.5K | $166 | Added$3.34K |
| BNP PARIBAS FINANCIAL MARKETS | 615 | $21.5K | $161 | Cut−$1.88K |
| Tower Research Capital LLC (TRC) | 315 | $11K | $78 | Added$567 |
| Fidelity | 296 | $10.3K | $55 | Added$2.99K |
| Russell Investments Group, Ltd. | 272 | $9.49K | $70 | Added$70 |
| Ameritas Investment Partners, Inc. | 239 | $8.34K | $62 | Added$62 |
| Legal & General Group Plc | 210 | $7.32K | $45 | Added$45 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 118 | $4.12K | $31 | Cut−$558 |
| CITIGROUP INC | 101 | $3.52K | $13 | Added$1.83K |
| GAMMA Investing LLC | 73 | $2.55K | $7 | Added$1.54K |
| Sterling Capital Management LLC | 72 | $2.51K | $19 | Cut−$2.58K |
| Police & Firemen's Retirement System of New Jersey | 71 | $2.48K | $19 | Added$19 |
| Essential Partners LLC | 31 | $1.08K | $8 | Added$8 |
| ACADIAN ASSET MANAGEMENT LLC | 31K | $1.08K | $6 | Added$6 |
| FEDERATED HERMES, INC. | 28 | $977 | $7 | Added$7 |
| Covestor Ltd | 6.04K | $211 | $2 | Held |
| EverSource Wealth Advisors, LLC | 6 | $209 | $1 | Added$1 |
| Farther Finance Advisors, LLC | 4 | $140 | $1 | Added$1 |
| MAI Capital Management | 4 | $140 | $0 | Added$105 |
| Arax Advisory Partners | 31 | $70 | — | New |
| IFP Advisors, Inc | 2 | $70 | $1 | Added$1 |
| Allworth Financial LP | 1 | $35 | — | New |
| ROTHSCHILD INVESTMENT LLC | 1 | $35 | — | New |
| Root Financial Partners, LLC | 1 | $35 | — | New |