| JANE STREET GROUP, LLC | 460K | $17.6M | — | New |
| LPL Financial LLC | 122.9K | $4.7M | $70.8K | Added$4.44M |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 69.9K | $2.67M | — | New |
| LOOMIS SAYLES & CO L P | 61.2K | $2.34M | — | New |
| Redhawk Wealth Advisors, Inc. | 57.2K | $2.19M | — | New |
| Geneos Wealth Management Inc. | 56.2K | $2.15M | — | New |
| Fortis Group Advisors, LLC | 45.7K | $1.76M | — | New |
| B. Riley Wealth Advisors, Inc. | 43.8K | $1.63M | — | New |
| HighTower Advisors, LLC | 31.6K | $1.21M | — | New |
| Cresset Asset Management, LLC | 30.1K | $1.15M | $229.2K | Added$245.4K |
| RAYMOND JAMES FINANCIAL INC | 28.5K | $1.09M | — | New |
| MORGAN STANLEY | 23.8K | $909.1K | $83.8K | Added$600.7K |
| ROYAL BANK OF CANADA | 23.2K | $888K | $11K | Added$846K |
| OSAIC HOLDINGS, INC. | 22.8K | $871.5K | $20.7K | Added$795.4K |
| AlTi Global, Inc. | 18.2K | $696.6K | $141K | Added$141K |
| Sageworth Trust Co | 17.5K | $669.8K | $143.1K | Added$143.1K |
| UBS Group AG | 17.4K | $664.9K | $126.6K | Added$199.2K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 17.3K | $660.2K | — | New |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 12.5K | $472.7K | — | New |
| BANK OF MONTREAL /CAN/ | 10.9K | $414.9K | — | New |
| PRIMORIS WEALTH ADVISORS, LLC | 10.5K | $401.2K | — | New |
| PNC Financial Services Group, Inc. | 10.1K | $386.3K | — | New |
| GRIFFIN ASSET MANAGEMENT, INC. | 8.74K | $333.8K | — | New |
| Creative Planning | 8.6K | $328.6K | $70.2K | Added$70.2K |
| Equitable Holdings, Inc. | 8.57K | $327.3K | $62.6K | Added$96.9K |
| TD Waterhouse Canada Inc. | 8.46K | $318.7K | — | New |
| EP Wealth Advisors, LLC | 8.28K | $316.3K | $67.6K | Added$50.5K |
| Belpointe Asset Management LLC | 7.76K | $296.6K | — | New |
| Lunt Capital Management, Inc. | 7.67K | $292.9K | $62.6K | Added$51K |
| BlackRock, Inc. | 6.5K | $248.2K | — | New |
| Total Clarity Wealth Management, Inc. | 5.81K | $222.1K | — | New |
| Cetera Investment Advisers | 5.28K | $201.7K | — | New |
| Mirae Asset Global Investments Co., Ltd. | 4.4K | $168.1K | $35.9K | Added$5.88K |
| Spire Wealth Management | 3.56K | $135.8K | $29K | Added$29K |
| PRIVATE TRUST CO NA | 1.38K | $52.6K | — | New |
| HIGHLINE WEALTH PARTNERS LLC | 350 | $13.4K | — | New |
| Federation des caisses Desjardins du Quebec | 291 | $11.1K | $2.38K | Added$2.38K |
| GAMMA Investing LLC | 276 | $10.5K | $2.25K | Added$2.25K |
| Fidelity | 124 | $4.75K | $394 | Added$3.27K |
| Parallel Advisors, LLC | 100 | $3.82K | — | New |
| BLAIR WILLIAM & CO/IL | 87 | $3.32K | $710 | Added$710 |
| JONES FINANCIAL COMPANIES LLLP | 71 | $2.56K | — | New |
| NATIONAL BANK OF CANADA /FI/ | 63 | $2.4K | $512 | Added$512 |
| HARBOUR INVESTMENTS, INC. | 47 | $1.8K | $384 | Added$384 |
| FLOW TRADERS U.S. LLC | 19.5K | $746 | — | New |
| Ball & Co Wealth Management Inc. | 2.11K | $80 | — | New |
| DEUTSCHE BANK AG\ | 1 | $38 | $8 | Added$8 |
| WELLS FARGO & COMPANY/MN | 1 | $34 | $4 | Cut−$5.92K |
| VAN ECK ASSOCIATES CORP | 78 | $3 | — | New |