| Invesco Ltd. | 773.9K | $10.1M | $292K | Added$867.9K |
| GUGGENHEIM CAPITAL LLC | 662.1K | $8.67M | $264.8K | Cut−$122.3K |
| WOLVERINE ASSET MANAGEMENT LLC | 317.6K | $4.16M | $104K | Added$857.1K |
| 1607 Capital Partners, LLC | 277.5K | $3.64M | $85.3K | Added$927.2K |
| Pathway Financial Advisers, LLC | 231.7K | $3.04M | $91.6K | Added$127K |
| MORGAN STANLEY | 209.4K | $2.74M | $82.9K | Added$112.2K |
| Pathstone Holdings, LLC | 208.6K | $2.73M | $21.9K | Added$2.04M |
| LPL Financial LLC | 197.9K | $2.59M | $79.1K | Cut−$1.68M |
| Stratos Wealth Partners, LTD. | 165.3K | $2.17M | $57.6K | Added$339K |
| FIRST TRUST ADVISORS LP | 142.8K | $1.87M | $41.8K | Added$543K |
| Shaker Financial Services, LLC | 123.4K | $1.62M | $45.7K | Added$164.7K |
| COMMONWEALTH EQUITY SERVICES, LLC | 121.3K | $1.59M | $48.5K | Added$13.3K |
| OSAIC HOLDINGS, INC. | 110K | $1.44M | $35.3K | Added$315.1K |
| WELLS FARGO & COMPANY/MN | 107.1K | $1.4M | $36.9K | Added$231.6K |
| ROYAL BANK OF CANADA | 88.8K | $1.16M | $35.4K | Cut−$83K |
| ABSOLUTE INVESTMENT ADVISERS, LLC | 87.4K | $1.15M | — | New |
| Kestra Advisory Services, LLC | 86.7K | $1.14M | $29.2K | Added$207.1K |
| Logan Stone Capital, LLC | 72.9K | $954.5K | $15.9K | Added$450.4K |
| Cetera Investment Advisers | 69.3K | $908.5K | $21.2K | Added$234.7K |
| Sovran Advisors, LLC | 59.2K | $782.9K | $23.7K | Added$9.39K |
| Ausdal Financial Partners, Inc. | 59.1K | $774.2K | $23.1K | Added$39.4K |
| Calamos Advisors LLC | 58.7K | $769.3K | — | New |
| &PARTNERS | 53.7K | $700.6K | $17.3K | Added$82K |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | 52K | $681.2K | $20.8K | Added$20.8K |
| UBS Group AG | 47.2K | $617.7K | $18.9K | Added$5.11K |
| RAYMOND JAMES FINANCIAL INC | 46.9K | $613.8K | $8.43K | Added$346.2K |
| HighTower Advisors, LLC | 39.6K | $519K | $6.35K | Added$317.4K |
| BANK OF AMERICA CORP /DE/ | 38.6K | $506K | $15.4K | Added$10.7K |
| Aptus Capital Advisors, LLC | 38.2K | $499.9K | $15.3K | Cut−$22K |
| Second Line Capital, LLC | 37.2K | $491.7K | $19.7K | Cut−$30.3K |
| Coquina Private Wealth LLC | 37.3K | $488.2K | $14.7K | Added$22.6K |
| HANCOCK WHITNEY CORP | 35.9K | $470.6K | $14.4K | Added$14.4K |
| Medallion Wealth Advisors, LLC | 34.6K | $452.9K | $13.8K | Added$12.2K |
| Quarry LP | 34.3K | $449.5K | — | New |
| Steward Partners Investment Advisory, LLC | 33.7K | $442.1K | $13.5K | Added$6K |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 33K | $436.2K | $17.5K | Added$652 |
| TWO SIGMA INVESTMENTS, LP | 32K | $418.7K | — | New |
| ENVESTNET ASSET MANAGEMENT INC | 29.7K | $388.6K | $5.1K | Added$226.8K |
| Advisors Asset Management, Inc. | 29.1K | $380.6K | $11.6K | Cut−$122.1K |
| Saba Capital Management, L.P. | 29K | $380.4K | — | New |
| Brookwood Investment Group LLC | 26.7K | $349.5K | $10.7K | Added$8.78K |
| Carl P. Sherr & Co., LLC | 25.7K | $336.6K | $2.83K | Added$2.83K |
| XTX Topco Ltd | 24.7K | $323K | — | New |
| Mezzasalma Advisors, LLC | 24.3K | $318.9K | $8.93K | Added$14.8K |
| MELFA WEALTH MANAGEMENT, INC. | 20.7K | $271K | $6.65K | Added$59.7K |
| Arlington Capital Management, Inc. | 20K | $262K | $7.96K | Added$9.36K |
| Connecticut Wealth Management, LLC | 18.7K | $245.5K | $7.5K | Added$7.5K |
| Merit Financial Group, LLC | 18.2K | $238.4K | $7.23K | Added$8.9K |
| INDEPENDENT FINANCIAL GROUP, LLC | 17.7K | $231.6K | $7.07K | Added$7.07K |
| Abel Hall, LLC | 15K | $196.5K | — | New |
| Prime Capital Investment Advisors, LLC | 14.3K | $187.5K | $5.73K | Added$5.01K |
| Mariner, LLC | 13.9K | $181.8K | $5.47K | Added$8.27K |
| INTEGRITY ALLIANCE, LLC. | 13.3K | $174.6K | $5.28K | Added$6.92K |
| MILLENNIUM MANAGEMENT LLC | 13.3K | $174K | $5.31K | Cut−$919.5K |
| SILVERLAKE WEALTH MANAGEMENT LLC | 13.3K | $173.8K | — | New |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 13.3K | $173.7K | $5.3K | Added$5.3K |
| Compound Planning, Inc. | 11.5K | $150.7K | $4.6K | Added$4.6K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 11.4K | $150K | $4.54K | Cut−$10.5K |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | 11.2K | $146.6K | $4.48K | Cut−$59K |
| Creative Planning | 11.1K | $145.4K | $4.44K | Cut−$103 |
| CAPTRUST FINANCIAL ADVISORS | 11K | $144.5K | — | New |
| PNC Financial Services Group, Inc. | 10.6K | $139.4K | $2.09K | Added$72.9K |
| Rockefeller Capital Management L.P. | 9.47K | $124K | $3.78K | Added$3.82K |
| BankPlus Trust Department | 8.9K | $116.6K | $3.56K | Added$3.56K |
| FIFTH THIRD BANCORP | 8.81K | $115.5K | — | New |
| MAI Capital Management | 7.38K | $96.6K | $2.94K | Added$3.56K |
| HARBOUR INVESTMENTS, INC. | 4.32K | $56.6K | — | New |
| AMERIFLEX GROUP, INC. | 4.25K | $55.6K | $1.7K | Added$1.7K |
| CWM, LLC | 2.96K | $38.8K | $38.8K | Added$38.8K |
| Advisory Services Network, LLC | 2.59K | $33.9K | — | New |
| SHP Wealth Management | 2.16K | $28.3K | $864 | Added$864 |
| HOEY INVESTMENTS, INC | 2.08K | $27.2K | $832 | Cut−$13.5K |
| CALDWELL SUTTER CAPITAL, INC. | 2.06K | $27K | $823 | Added$823 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 2K | $26.2K | $800 | Added$800 |
| Larson Financial Group LLC | 1.6K | $20.9K | $14 | Added$20.3K |
| Allworth Financial LP | 1.5K | $19.6K | $600 | Added$600 |
| Farther Finance Advisors, LLC | 1.3K | $17.2K | $681 | Added$999 |
| HUNTINGTON NATIONAL BANK | 1.21K | $15.9K | $485 | Added$485 |
| Main Street Group, LTD | 1.17K | $15.4K | — | New |
| Sound Income Strategies, LLC | 1.01K | $13.4K | $417 | Added$668 |
| COHEN & STEERS, INC. | 900.1K | $11.8K | $300 | Added$2.26K |
| Pinnacle Bancorp, Inc. | 788 | $10.3K | $315 | Added$315 |
| Private Wealth Asset Management, LLC | 788 | $10.3K | $315 | Added$315 |
| NBC SECURITIES, INC. | 785 | $10.3K | $314 | Added$314 |
| Spire Wealth Management | 617 | $8.08K | $247 | Added$247 |
| US BANCORP \DE\ | 500 | $6.55K | $200 | Added$200 |
| Gould Capital, LLC | 449 | $5.88K | $180 | Added$180 |
| Wealth Preservation Advisors, LLC | 359 | $4.7K | $144 | Added$144 |
| ASSETMARK, INC | 336 | $4.4K | $135 | Added$135 |
| Holos Integrated Wealth LLC | 216 | $2.85K | $95 | Added$95 |
| Darwin Wealth Management, LLC | 200 | $2.62K | $80 | Added$80 |
| Key Financial Inc | 108 | $1.42K | $43 | Added$43 |
| Plante Moran Financial Advisors, LLC | 100 | $1.31K | $40 | Added$40 |
| SJS Investment Consulting Inc. | 77 | $1.01K | $21 | Added$99 |
| ROTHSCHILD INVESTMENT LLC | 75 | $983 | $30 | Added$30 |
| Cambridge Investment Research Advisors, Inc. | 37.4K | $491 | $15 | Added$15 |
| Janney Montgomery Scott LLC | 17.9K | $235 | $8 | Cut−$3 |
| TSFG, LLC | 108 | $1 | −$0 | Held |