| BlackRock, Inc. | 1.43M | $61.1M | — | New |
| BANK OF AMERICA CORP /DE/ | 702.1K | $30M | $2.07M | Cut−$13.5M |
| ANDERSON HOAGLAND & CO | 258.4K | $11M | $761.6K | Added$698.7K |
| Citadel | 189.6K | $8.09M | — | New |
| JANE STREET GROUP, LLC | 103.8K | $4.43M | — | New |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 102.5K | $4.37M | — | New |
| CSS LLC/IL | 82.5K | $3.52M | $243.2K | Added$243.2K |
| FIL Ltd | 79K | $3.37M | $232.9K | Cut−$24K |
| STIFEL FINANCIAL CORP | 78.9K | $3.37M | $229.8K | Added$270.6K |
| OSAIC HOLDINGS, INC. | 75K | $3.2M | $215.2K | Added$302.3K |
| OLD MISSION CAPITAL LLC | 68.2K | $2.91M | $200.9K | Cut−$2.76M |
| LPL Financial LLC | 68.1K | $2.91M | $187.1K | Added$387K |
| Waverly Advisors, LLC | 67K | $2.86M | — | New |
| UMB Bank, n.a. | 57.8K | $2.47M | $144.1K | Added$525.8K |
| Optiver Holding B.V. | 48.5K | $2M | $52.9K | Added$502K |
| ENVESTNET ASSET MANAGEMENT INC | 46.5K | $1.98M | $137.1K | Cut−$255.1K |
| UBS Group AG | 45.6K | $1.95M | $120.6K | Added$320.2K |
| TRUST CO OF TOLEDO NA /OH/ | 44K | $1.88M | $24.2K | Added$1.55M |
| Ironsides Asset Advisors, LLC | 35.7K | $1.52M | $105.1K | Cut−$12.2K |
| MML INVESTORS SERVICES, LLC | 32.3K | $1.38M | $95.3K | Cut−$497.1K |
| Grantham, Mayo, Van Otterloo & Co. LLC | 31.8K | $1.35M | $56.9K | Added$587.6K |
| KNIGHTSBRIDGE ASSET MANAGEMENT, LLC | 31.3K | $1.34M | — | New |
| Mraz, Amerine & Associates, Inc. | 30.7K | $1.31M | $90.5K | Cut−$3.86K |
| BANK OF MONTREAL /CAN/ | 26.7K | $1.14M | $42.5K | Added$567.3K |
| ROYAL BANK OF CANADA | 25.5K | $1.09M | $37.7K | Added$577K |
| MORGAN STANLEY | 23.1K | $985.6K | $40.4K | Added$441.8K |
| RAYMOND JAMES FINANCIAL INC | 22.8K | $971.3K | — | New |
| Fidelity | 19.7K | $840.5K | $7.76K | Added$735.7K |
| TPG Advisors LLC | 19.1K | $816.4K | $40.9K | Added$265.1K |
| M Wealth Management, LLC | 18K | $767.2K | $20K | Added$497.3K |
| Breakwater Capital Group | 16.6K | $708.6K | $38.8K | Added$185.2K |
| Aldebaran Capital, LLC | 16.6K | $706.8K | — | New |
| Northside Capital Management, LLC | 15.3K | $653.1K | $45.1K | Added$45.1K |
| Virtus Family Office LLC | 13.6K | $579.4K | — | New |
| Focus Partners Wealth | 13.4K | $573.1K | $39.6K | Added$39.6K |
| Cordoba Advisory Partners LLC | 12.8K | $544.8K | $37.6K | Cut−$1.71M |
| Maridea Wealth Management LLC | 11.8K | $502.3K | $34K | Added$44.8K |
| Gradient Capital Advisors, LLC | 10.3K | $441.3K | — | New |
| Vontobel Holding Ltd. | 10K | $426.7K | — | New |
| MGO ONE SEVEN LLC | 8.75K | $373.5K | $17.7K | Added$134.9K |
| NORTHERN TRUST CORP | 7.3K | $311.5K | $21.5K | Added$21.5K |
| Triumph Capital Management | 7.17K | $306K | $295 | Added$302.1K |
| D. E. Shaw & Co., Inc. | 6.97K | $297.2K | — | New |
| Barry Investment Advisors, LLC | 6.94K | $296.1K | $20.5K | Added$20.5K |
| Quantinno Capital Management LP | 6.68K | $284.9K | — | New |
| HighTower Advisors, LLC | 6.36K | $271.3K | $18.7K | Added$18.7K |
| Summit Trail Advisors, LLC | 6.3K | $268.8K | — | New |
| Composition Wealth, LLC | 6.24K | $266.2K | — | New |
| JPMORGAN CHASE & CO | 5.8K | $239.3K | $1.88K | Added$189.6K |
| Advisory Services Network, LLC | 4.87K | $208K | — | New |
| Centurion Wealth Management LLC | 4.85K | $206.9K | — | New |
| Copia Wealth Management | 4.65K | $198.3K | $11.1K | Added$49.1K |
| WELLS FARGO & COMPANY/MN | 4.41K | $188K | $2.84K | Added$149.5K |
| Western Wealth Management, LLC | 3.52K | $150.2K | — | New |
| Steward Partners Investment Advisory, LLC | 3.5K | $149.3K | $10.3K | Added$10.3K |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 2.14K | $91.2K | $5.09K | Added$22.5K |
| Parkside Financial Bank & Trust | 2K | $85.4K | $5.9K | Cut−$1.8K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1.73K | $73.8K | $5.1K | Added$2.95K |
| Hara Capital LLC | 1.12K | $47.8K | $3.3K | Cut−$9.81K |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 1K | $43.7K | — | New |
| Federation des caisses Desjardins du Quebec | 635 | $27.1K | $1.87K | Added$1.87K |
| Financial Perspectives, Inc | 354 | $15.1K | $1.04K | Added$1.04K |
| Hartford Financial Management Inc. | 216 | $9.22K | — | New |
| NATIONAL BANK OF CANADA /FI/ | 180 | $7.66K | $513 | Added$513 |
| FEDERATED HERMES, INC. | 154 | $6.57K | $454 | Added$454 |
| MAI Capital Management | 109 | $4.65K | $322 | Added$282 |
| Boreal Capital Management LLC | 100 | $4.27K | $295 | Added$295 |
| WestEnd Advisors, LLC | 69 | $2.94K | $203 | Added$203 |
| Janney Montgomery Scott LLC | 30K | $1.28K | $74 | Added$296 |
| FRANKLIN RESOURCES INC | 28 | $1.2K | $83 | Added$83 |
| HRT FINANCIAL LP | 6.94K | $296 | — | New |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | 642 | $27 | $2 | Added$2 |