| Pathway Financial Advisors LLC | 185.7K | $19.9M | $1.13M | Added$1.08M |
| MORGAN STANLEY | 145K | $15.4M | $1.37M | Added$1.58M |
| BANK OF AMERICA CORP /DE/ | 117.4K | $12.5M | $715.5K | Added$5.26M |
| HighTower Advisors, LLC | 106.6K | $11.3M | $1.01M | Added$1.08M |
| LPL Financial LLC | 95.4K | $10.1M | $310.3K | Added$7M |
| WELLS FARGO & COMPANY/MN | 63.6K | $6.75M | $605.2K | Added$650.4K |
| JANE STREET GROUP, LLC | 48K | $5.09M | — | New |
| OVERSEA-CHINESE BANKING Corp Ltd | 35.5K | $3.77M | $246.6K | Added$1.29M |
| Banco Santander, S.A. | 35.2K | $3.74M | — | New |
| Stratos Wealth Partners, LTD. | 31.3K | $3.33M | $260.3K | Added$700.4K |
| Wealth Advisors of Tampa Bay, LLC | 24.8K | $2.63M | $162.1K | Added$998.6K |
| PALLADIEM, LLC | 22.5K | $2.51M | $315.1K | Added$265.6K |
| COMMONWEALTH EQUITY SERVICES, LLC | 23.4K | $2.49M | $25.7K | Added$2.23M |
| UBS Group AG | 22.5K | $2.39M | $216K | Cut−$102.4K |
| Financial Management Professionals, Inc. | 20K | $2.13M | — | New |
| Federation des caisses Desjardins du Quebec | 19.7K | $2.09M | — | New |
| UMB Bank, n.a. | 15.8K | $1.68M | $151.6K | Added$110.2K |
| J. Safra Sarasin Holding AG | 14.3K | $1.51M | $129.3K | Added$209K |
| Sava Infond d.o.o. | 13.3K | $1.41M | $96.8K | Added$436.7K |
| Equitable Holdings, Inc. | 14.1K | $1.37M | $0 | Added$989.1K |
| Private Advisor Group, LLC | 12.5K | $1.33M | $120.1K | Added$25.5K |
| Mutual Advisors, LLC | 11.3K | $1.2M | $108.6K | Added$89K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 8.52K | $904.5K | $81.6K | Cut−$615.6K |
| GTS SECURITIES LLC | 8.38K | $889.9K | — | New |
| OSAIC HOLDINGS, INC. | 7.93K | $844K | $75.1K | Added$83.5K |
| ROYAL BANK OF CANADA | 7.54K | $800K | $31.3K | Added$476K |
| AMERIPRISE FINANCIAL INC | 7.15K | $759.7K | $69.1K | Cut−$22.7K |
| Perigon Wealth Management, LLC | 6.59K | $700K | $59.3K | Added$101.8K |
| Climber Capital SA | 6.05K | $642.1K | $98.8K | Added$98.8K |
| Cetera Investment Advisers | 5.53K | $587K | — | New |
| Ameritas Advisory Services, LLC | 5.28K | $560.5K | $50.6K | Added$42.1K |
| Vontobel Holding Ltd. | 5K | $531.1K | — | New |
| Fisher Asset Management, LLC | 4.96K | $527K | $47.5K | Cut−$4.85K |
| ENVESTNET ASSET MANAGEMENT INC | 4.83K | $513.6K | — | New |
| MACKENZIE FINANCIAL CORP | 4.74K | $503.5K | $19.3K | Added$293.1K |
| Creative Planning | 4.69K | $498.4K | $44.9K | Added$12.9K |
| BFI Infinity Ltd. | 4.64K | $493K | — | New |
| RAYMOND JAMES FINANCIAL INC | 4.36K | $463.2K | $41.8K | Added$29.6K |
| Citadel | 4.25K | $451.5K | $40.7K | Cut−$1.21M |
| Verity Asset Management, Inc. | 4.25K | $451.1K | — | New |
| Farther Finance Advisors, LLC | 4.14K | $446.3K | $19.1K | Added$281.7K |
| JONES FINANCIAL COMPANIES LLLP | 4.25K | $433.5K | $11.2K | Added$231.7K |
| NewEdge Wealth, LLC | 4.08K | $433.4K | $39.1K | Added$39.1K |
| Gladstone Institutional Advisory LLC | 4K | $424.8K | $38.3K | Cut−$44.3K |
| Prime Capital Investment Advisors, LLC | 3.78K | $401.9K | $35.3K | Added$45.9K |
| VIAWEALTH, LLC | 3.67K | $389.8K | $35.2K | Added$35.2K |
| NATIONAL BANK OF CANADA /FI/ | 3.67K | $389.6K | $34.3K | Added$43.8K |
| Comprehensive Money Management Services LLC | 3.57K | $379.4K | $34.2K | Added$34.2K |
| First Bancorp, Inc /ME/ | 3.45K | $366.5K | $33.1K | Added$33.1K |
| Mariner, LLC | 3.17K | $336.7K | $30.4K | Added$28K |
| PW Nova Financial Services LLC | 2.88K | $305.4K | $18.6K | Added$92.4K |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 2.3K | $244.3K | $22K | Added$22K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 2.26K | $240.3K | $6.35K | Added$176.2K |
| Allworth Financial LP | 2.24K | $238.4K | $21.5K | Added$21.5K |
| NORTHERN TRUST CORP | 2.17K | $230.3K | $20.8K | Added$20.8K |
| FIFTH THIRD BANCORP | 1.89K | $201K | $7.64K | Added$123.8K |
| Rockefeller Capital Management L.P. | 1.76K | $186.7K | $16.8K | Added$10.7K |
| CWM, LLC | 1.6K | $169.5K | $169.4K | Added$169.4K |
| YANKCOM Partnership | 1.59K | $168.8K | $15.2K | Added$15.2K |
| MAI Capital Management | 987 | $104.8K | $9.45K | Added$9.45K |
| Steward Partners Investment Advisory, LLC | 985 | $104.6K | $9.44K | Added$9.44K |
| PRIVATE TRUST CO NA | 946 | $100.5K | $9.06K | Cut−$19.9K |
| Annis Gardner Whiting Capital Advisors, LLC | 818 | $86.9K | $7.84K | Added$7.84K |
| Founders Financial Alliance, LLC | 802 | $85.2K | $7.68K | Added$7.68K |
| Fidelity | 708 | $75.2K | $5.73K | Added$17.5K |
| HUNTINGTON NATIONAL BANK | 559 | $59.4K | $5.35K | Added$5.35K |
| US BANCORP \DE\ | 413 | $43.9K | $3.16K | Added$12K |
| AE Wealth Management LLC | 334 | $35.5K | $3.2K | Added$3.2K |
| SBI Securities Co., Ltd. | 312 | $33.1K | $1.91K | Added$13.9K |
| Front Row Advisors LLC | 308 | $32.7K | $2.95K | Added$2.95K |
| SYM FINANCIAL Corp | 298 | $31.6K | $2.85K | Added$2.85K |
| Lodestone Wealth Management LLC | 267 | $28.4K | $2.56K | Added$2.56K |
| Western Wealth Management, LLC | 260 | $27.7K | — | New |
| Sunbelt Securities, Inc. | 215 | $22.8K | $2.06K | Added$2.06K |
| Advisory Services Network, LLC | 200 | $21.2K | — | New |
| Cranbrook Wealth Management, LLC | 198 | $21K | $1.88K | Cut−$23.7K |
| EPG Wealth Management LLC | 179 | $19K | $1.71K | Added$1.71K |
| Arax Advisory Partners | 150 | $15.9K | $1.44K | Added$1.44K |
| Sound Income Strategies, LLC | 144 | $15.6K | $600 | Added$600 |
| IFP Advisors, Inc | 104 | $11K | $996 | Added$996 |
| Vision Retirement, LLC | 65 | $6.9K | $622 | Added$622 |
| Qube Research & Technologies Ltd | 61 | $6.48K | $584 | Cut−$12.8K |
| Geneos Wealth Management Inc. | 60 | $6.37K | $575 | Added$575 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 46 | $4.89K | $441 | Added$441 |
| Westside Investment Management, Inc. | 45 | $4.78K | — | New |
| Central Pacific Bank - Trust Division | 36 | $3.82K | $345 | Added$345 |
| Synergy Investment Management, LLC | 35 | $3.72K | — | New |
| FLOW TRADERS U.S. LLC | 26.8K | $2.85K | — | New |
| Smartleaf Asset Management LLC | 25 | $2.57K | — | New |
| JPMORGAN CHASE & CO | 22 | $2.26K | $137 | Added$137 |
| Blue Trust, Inc. | 16 | $1.7K | $154 | Added$154 |
| Virtu Financial LLC | 6.77K | $719 | — | New |
| Janney Montgomery Scott LLC | 6.6K | $701 | $64 | Added$58 |
| Investor's Fiduciary Advisor Network, LLC | 4.08K | $433 | $39 | Added$20 |
| BESSEMER GROUP INC | 3.03K | $322 | $29 | Added$29 |
| PARK AVENUE SECURITIES LLC | 2.24K | $238 | $21 | Added$3 |
| GSA CAPITAL PARTNERS LLP | 2.11K | $224 | — | New |
| CX Institutional | 1.51K | $160 | $12 | Added$38 |
| Tower Research Capital LLC (TRC) | 1 | $106 | $9 | Added$9 |
| Farmers & Merchants Trust Co of Chambersburg PA | 442 | $47 | $4 | Added$4 |
| HAZLETT, BURT & WATSON, INC. | 10 | $1 | $0 | Held |