| BlackRock, Inc. | 198.8K | $37.1M | −$3.74M | Cut−$5.43M |
| HighTower Advisors, LLC | 96.2K | $17.9M | −$1.21M | Added$4.76M |
| MORGAN STANLEY | 87.1K | $16.2M | −$1.63M | Cut−$1.61M |
| Banco Santander, S.A. | 61.3K | $11.4M | — | New |
| PGIM Custom Harvest LLC | 52.2K | $9.72M | −$981.1K | Cut−$1.32M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 23.3K | $4.35M | −$414.1K | Cut−$173.2K |
| Federation des caisses Desjardins du Quebec | 22.7K | $4.24M | −$319.6K | Added$747.1K |
| JANE STREET GROUP, LLC | 16.8K | $3.13M | −$182.2K | Added$1.14M |
| WELLS FARGO & COMPANY/MN | 16.3K | $3.03M | −$305.1K | Cut−$296.3K |
| BANK OF AMERICA CORP /DE/ | 13.7K | $2.55M | −$257.4K | Cut−$507.2K |
| Citadel | 12.4K | $2.3M | −$232.5K | Cut−$1.24M |
| ROYAL BANK OF CANADA | 10.5K | $1.96M | −$196.6K | Cut−$186K |
| Quantinno Capital Management LP | 8.78K | $1.64M | −$165.1K | Cut−$382.5K |
| Slow Capital, Inc. | 8.43K | $1.57M | −$158.5K | Cut−$345.3K |
| COMMONWEALTH EQUITY SERVICES, LLC | 8.3K | $1.55M | −$156.1K | Cut−$156.1K |
| JPMORGAN CHASE & CO | 7.23K | $1.31M | −$163.6K | Cut−$84.4K |
| Gladstone Institutional Advisory LLC | 6.82K | $1.27M | −$107.4K | Added$101.8K |
| Frank, Rimerman Advisors LLC | 6.14K | $1.15M | −$115.6K | Cut−$115.6K |
| UBS Group AG | 5.99K | $1.12M | −$104.4K | Cut−$22.2K |
| SCOTIA CAPITAL INC. | 5.35K | $997.3K | −$100.1K | Cut−$120K |
| RAYMOND JAMES FINANCIAL INC | 4.85K | $905K | −$91.3K | Cut−$133.2K |
| LPL Financial LLC | 4.69K | $874.4K | −$88.2K | Cut−$110.2K |
| One Charles Private Wealth Services, LLC | 4.67K | $871.1K | −$87.9K | Cut−$127.1K |
| JONES FINANCIAL COMPANIES LLLP | 4.71K | $853.2K | −$110.6K | Cut−$88.7K |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 4.34K | $809.7K | −$81.7K | Cut−$81.7K |
| Cetera Investment Advisers | 4.27K | $796.9K | −$80.3K | Cut−$1.54M |
| Corient Private Wealth LLC | 4.86K | $735.9K | −$239.7K | Cut−$177.3K |
| U.S. Capital Wealth Advisors, LLC | 3.85K | $718.8K | −$72.5K | Cut−$80.3K |
| DECISION INVESTMENTS, INC | 2.47K | $460.9K | −$46.5K | Cut−$84.7K |
| Integrated Wealth Concepts LLC | 1.96K | $364.5K | −$35.3K | Cut−$20.8K |
| ROCKLAND TRUST CO | 1.77K | $329.3K | −$33.2K | Cut−$169.3K |
| WHITTIER TRUST CO OF NEVADA INC | 1.5K | $281K | −$30.9K | Cut−$30.9K |
| Sequoia Financial Advisors, LLC | 1.49K | $277.3K | −$27.4K | Cut−$21.6K |
| CONTINUUM WEALTH ADVISORS, LLC | 1.47K | $274.1K | −$27.6K | Cut−$27.6K |
| MML INVESTORS SERVICES, LLC | 1.31K | $245K | −$24.5K | Cut−$22.1K |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 1.3K | $243.2K | −$24.5K | Cut−$24.5K |
| AMERIPRISE FINANCIAL INC | 1.27K | $237K | — | New |
| Newport Capital Group, LLC | 1.12K | $208.8K | −$21.1K | Cut−$21.1K |
| Clearstead Advisors, LLC | 1.1K | $205.5K | −$20.7K | Cut−$1.02M |
| FIFTH THIRD BANCORP | 1.06K | $197.3K | −$16K | Added$22.4K |
| CWM, LLC | 976 | $182K | $181.8K | Added$181.8K |
| Advisory Services Network, LLC | 972 | $181.2K | — | New |
| Front Row Advisors LLC | 859 | $160.2K | −$16.2K | Cut−$16.2K |
| NATIONAL BANK OF CANADA /FI/ | 737 | $137.6K | −$12.2K | Added$681 |
| WHITTIER TRUST CO | 660 | $123.7K | −$13.6K | Cut−$13.6K |
| MAI Capital Management | 597 | $111.3K | −$11.2K | Cut−$11.2K |
| Strengthening Families & Communities, LLC | 554 | $103.3K | — | New |
| TD Waterhouse Canada Inc. | 475 | $89.1K | −$8.2K | Cut−$8.2K |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 443 | $82.6K | −$8.33K | Cut−$8.33K |
| OSAIC HOLDINGS, INC. | 410 | $76.6K | −$7.86K | Cut−$12.6K |
| BARCLAYS PLC | 344 | $64.1K | — | New |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 213 | $39.8K | −$4.01K | Cut−$4.01K |
| Fidelity | 199 | $37.1K | −$3.63K | Cut−$12.4K |
| ASSETMARK, INC | 175 | $32.6K | −$3.29K | Cut−$3.29K |
| Rockefeller Capital Management L.P. | 168 | $31.3K | −$3.16K | Cut−$3.16K |
| Register Financial Advisors LLC | 118 | $21.9K | −$2.21K | Cut−$2.21K |
| Wilmington Savings Fund Society, FSB | 100 | $18.6K | −$1.88K | Cut−$1.88K |
| Destiny Wealth Partners, LLC | 100 | $18.6K | — | New |
| BANK OF MONTREAL /CAN/ | 70 | $13.1K | −$1.32K | Cut−$49.3K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 68 | $12.7K | — | New |
| Allworth Financial LP | 55 | $10.3K | — | New |
| US BANCORP \DE\ | 40 | $7.46K | −$752 | Cut−$752 |
| Western Wealth Management, LLC | 35 | $6.53K | — | New |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 30 | $5.59K | — | New |
| AlphaCore Capital LLC | 25 | $4.66K | −$471 | Cut−$471 |
| Aptus Capital Advisors, LLC | 21 | $3.92K | −$395 | Cut−$395 |
| Smartleaf Asset Management LLC | 21 | $3.81K | −$533 | Cut−$533 |
| Central Pacific Bank - Trust Division | 20 | $3.73K | −$376 | Cut−$376 |
| BESSEMER GROUP INC | 7.53K | $1.4K | −$68 | Added$667 |
| CX Institutional | 6.52K | $1.22K | −$8 | Added$1.13K |
| JTC Employer Solutions Trustee Ltd | 1.51K | $282 | −$28 | Cut−$28 |
| Cambridge Investment Research Advisors, Inc. | 1.33K | $248 | −$25 | Cut−$25 |
| SBI Securities Co., Ltd. | 1 | $186 | — | New |
| Forum Finance Group S.A. | 70 | $10 | — | Held |