| BlackRock, Inc. | 2.45M | $141.2M | $248.4K | Added$111.7M |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 393.5K | $22.6M | $188.7K | Added$207.4K |
| AMERIPRISE FINANCIAL INC | 60.7K | $12.8M | $9.34M | Added$5.46M |
| Marotta Asset Management | 167.5K | $9.81M | $257.9K | Cut−$139.8K |
| MORGAN STANLEY | 169.1K | $9.72M | $81.2K | Added$2.45K |
| Lido Advisors, LLC | 163.6K | $9.41M | −$27.4K | Added$5.72M |
| OLD MISSION CAPITAL LLC | 149K | $8.57M | — | New |
| LPL Financial LLC | 77.5K | $4.46M | $36.1K | Added$172.6K |
| JANE STREET GROUP, LLC | 71K | $4.08M | — | New |
| HighTower Advisors, LLC | 59.9K | $3.44M | $28.7K | Cut−$422.6K |
| ROYAL BANK OF CANADA | 56K | $3.22M | $15.6K | Added$1.39M |
| WELLS FARGO & COMPANY/MN | 49.2K | $2.83M | $1.32K | Added$2.67M |
| UBS Group AG | 37K | $2.13M | $17K | Added$110.7K |
| ZACKS INVESTMENT MANAGEMENT | 34.8K | $2M | $1.9K | Added$1.78M |
| BANK OF AMERICA CORP /DE/ | 27.2K | $1.56M | $13.1K | Cut−$2.55M |
| Idaho Trust Co | 25.4K | $1.46M | $11.6K | Added$105.3K |
| Focus Partners Wealth | 22.2K | $1.27M | $10.6K | Added$10.7K |
| INNEALTA CAPITAL, LLC | 18.4K | $1.06M | $8.83K | Cut−$8.74K |
| ENVESTNET ASSET MANAGEMENT INC | 18K | $1.04M | $8.39K | Added$40.4K |
| MML INVESTORS SERVICES, LLC | 16.7K | $962.5K | $8.06K | Cut−$213.6K |
| Mount Lucas Management LP | 14.9K | $859.5K | $7.17K | Cut−$1.04K |
| HSBC HOLDINGS PLC | 10.6K | $608.9K | $5.08K | Cut−$51.4K |
| MEEDER ASSET MANAGEMENT INC | 8.36K | $480.7K | — | New |
| TIEMANN INVESTMENT ADVISORS, LLC | 8.22K | $473K | $3.95K | Added$3.95K |
| Quantbot Technologies LP | 7.2K | $414.1K | — | New |
| Vertex Investment Solutions Co., Ltd. | 7.3K | $403.9K | −$12.2K | Cut−$644.9K |
| Vontobel Holding Ltd. | 6.74K | $387.4K | $3.23K | Added$3.23K |
| NISA INVESTMENT ADVISORS, LLC | 6.6K | $379.6K | $3.17K | Added$3.17K |
| Viewpoint Capital Management LLC | 6.22K | $357.8K | $2.99K | Added$2.99K |
| Invesco Ltd. | 5.34K | $307.2K | — | New |
| Outlook Wealth Advisors, LLC | 5.31K | $305.1K | — | New |
| Parallel Advisors, LLC | 5.25K | $301.6K | $2.19K | Added$41.6K |
| Avestar Capital, LLC | 4.76K | $273.6K | $2.12K | Added$22.2K |
| Ackerman Asset Management, LLC | 4.47K | $257.1K | $2.15K | Added$2.15K |
| RHUMBLINE ADVISERS | 4.12K | $236.9K | $1.98K | Cut−$10.5K |
| Sunpointe, LLC | 4.06K | $233.7K | — | New |
| LYELL WEALTH MANAGEMENT, LP | 3.99K | $229.5K | $1.92K | Added$1.92K |
| Squarepoint Ops LLC | 3.98K | $228.9K | — | New |
| Arax Advisory Partners | 3.9K | $224.3K | $1.87K | Added$1.87K |
| Lunt Capital Management, Inc. | 3.83K | $220.5K | $1.84K | Added$1.84K |
| SIGNATUREFD, LLC | 3.21K | $184.9K | $1.54K | Added$1.54K |
| AlphaCentric Advisors LLC | 2.36K | $135.7K | $1.08K | Added$7.46K |
| OSAIC HOLDINGS, INC. | 2.22K | $127.5K | $913 | Added$16.2K |
| JPMORGAN CHASE & CO | 1.44K | $79.8K | −$2.45K | Cut−$6.73K |
| Fidelity | 1.01K | $58.1K | $417 | Added$5.19K |
| Advisory Services Network, LLC | 911 | $52.4K | — | New |
| AE Wealth Management LLC | 431 | $24.8K | — | New |
| Triumph Capital Management | 401 | $23.1K | $193 | Cut−$92 |
| SIMPLEX TRADING, LLC | 343 | $19.7K | $20 | Added$17.4K |
| Breakwater Investment Management | 275 | $15.8K | $132 | Added$132 |
| HARBOUR INVESTMENTS, INC. | 264 | $15.2K | — | New |
| Sankala Group LLC | 264 | $14.9K | −$1.56K | Cut−$940 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 124 | $7.13K | — | New |
| Steward Partners Investment Advisory, LLC | 106 | $6.1K | $51 | Cut−$1.38K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 94 | $5.41K | — | New |
| JONES FINANCIAL COMPANIES LLLP | 84 | $4.7K | −$96 | Cut−$96 |
| FIFTH THIRD BANCORP | 79 | $4.54K | — | New |
| ATLAS CAPITAL ADVISORS INC. | 35 | $2.01K | $16 | Added$16 |
| PRIVATE TRUST CO NA | 32 | $1.84K | $15 | Added$15 |
| BLAIR WILLIAM & CO/IL | 28 | $1.61K | $13 | Added$13 |
| CWM, LLC | 25 | $1.41K | $1.41K | Added$1.41K |
| IFP Advisors, Inc | 19 | $1.09K | $9 | Added$9 |
| HRT FINANCIAL LP | 13.1K | $754 | — | New |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 6 | $345 | — | New |
| TORONTO DOMINION BANK | 3 | $173 | $2 | Added$2 |
| CX Institutional | 628 | $36 | $0 | Cut−$8 |
| Covestor Ltd | 35 | $2 | $0 | Held |