| DEARBORN PARTNERS LLC | 362.5K | $18.3M | −$6.41M | Cut−$8.3M |
| BROWN ADVISORY INC | 190.9K | $9.62M | −$3.37M | Cut−$3.4M |
| Wealthspire Advisors, LLC | 140K | $7.05M | −$110.7K | Added$6.62M |
| Focus Partners Wealth | 108.9K | $5.48M | −$1.92M | Cut−$2.7M |
| Ethic Inc. | 76.5K | $3.86M | — | New |
| MORGAN STANLEY | 49.7K | $2.5M | −$777.9K | Cut−$499.5K |
| DIMENSIONAL FUND ADVISORS LP | 46.3K | $2.33M | −$764.8K | Cut−$630.6K |
| Evelyn Partners Investment Management Services Ltd | 28.9K | $1.46M | −$509.7K | Cut−$509.7K |
| OSAIC HOLDINGS, INC. | 28.6K | $1.44M | −$504.8K | Cut−$885.4K |
| COMMONWEALTH EQUITY SERVICES, LLC | 28.5K | $1.44M | −$480K | Cut−$414.8K |
| HB Wealth Management, LLC | 28.4K | $1.43M | −$500.8K | Cut−$500.8K |
| TD Waterhouse Canada Inc. | 26.9K | $1.3M | −$61.9K | Added$1.08M |
| TD Asset Management Inc | 23.7K | $1.19M | −$417.2K | Cut−$8.92M |
| EVERMAY WEALTH MANAGEMENT LLC | 20.1K | $1.01M | −$363.6K | Cut−$363.6K |
| Arkadios Wealth Advisors | 19K | $958.3K | −$335.3K | Cut−$426.7K |
| Brookstone Capital Management | 18.9K | $954.1K | −$333.9K | Cut−$425.5K |
| GABELLI FUNDS LLC | 13K | $654.9K | −$229.2K | Cut−$229.2K |
| Arbor Investment Advisors, LLC | 11.3K | $569.8K | −$199.4K | Cut−$199.4K |
| Cerity Partners LLC | 10K | $503.9K | −$176.3K | Cut−$177.5K |
| Citadel | 9.44K | $475.8K | −$166.5K | Cut−$301.8K |
| BANK OF AMERICA CORP /DE/ | 8.7K | $438.2K | −$81.4K | Added$124K |
| FIRST TRUST ADVISORS LP | 8.66K | $436.2K | −$152.6K | Cut−$392.5K |
| WBH ADVISORY INC | 8.51K | $411.7K | −$167.2K | Cut−$167.2K |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 7.87K | $396.6K | −$58.9K | Added$169.4K |
| Empowered Funds, LLC | 7.57K | $381.2K | — | New |
| LPL Financial LLC | 6.78K | $341.4K | −$119.5K | Cut−$119.5K |
| ABC ARBITRAGE SA | 6.57K | $330.9K | −$115.8K | Cut−$207.8K |
| SCOTIA CAPITAL INC. | 5.53K | $278.4K | −$97.2K | Cut−$96.6K |
| Willis Johnson & Associates, Inc. | 5.46K | $275.2K | −$96.3K | Cut−$96.3K |
| SC&H Financial Advisors, Inc. | 5.38K | $270.8K | −$94.8K | Cut−$94.8K |
| RAYMOND JAMES FINANCIAL INC | 5.09K | $256.3K | — | New |
| MILLENNIUM MANAGEMENT LLC | 4.48K | $225.8K | — | New |
| PNC Financial Services Group, Inc. | 4.4K | $221.7K | −$77.6K | Cut−$77.6K |
| CWM, LLC | 4.37K | $220.2K | $219.9K | Added$219.8K |
| Florida Trust Wealth Management Co | 4.37K | $220.1K | −$77K | Cut−$77K |
| GAMCO INVESTORS, INC. ET AL | 4.3K | $216.6K | −$74K | Cut−$69K |
| Kennon-Green & Company, LLC | 4.25K | $214.3K | — | New |
| WELLS FARGO & COMPANY/MN | 3.77K | $190.1K | −$4.73K | Added$171.9K |
| FINANCIAL CONSULATE, INC | 3.48K | $175.4K | −$61.4K | Cut−$61.4K |
| BLAIR WILLIAM & CO/IL | 3.12K | $157.2K | −$55K | Cut−$55K |
| ROYAL BANK OF CANADA | 2.67K | $134K | −$47K | Cut−$47K |
| Qube Research & Technologies Ltd | 2.26K | $113.7K | — | New |
| UBS Group AG | 2.07K | $104.2K | −$27.6K | Cut−$2.4K |
| Atlantic Union Bankshares Corp | 1.7K | $85.6K | −$30K | Cut−$30K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 762 | $38.4K | −$13.4K | Cut−$47.1K |
| CITIGROUP INC | 358 | $18K | −$18 | Added$18K |
| Tower Research Capital LLC (TRC) | 343 | $17.3K | — | New |
| Glass Jacobson Investment Advisors llc | 337 | $17K | −$5.94K | Cut−$5.94K |
| Beacon Capital Management, Inc. | 318 | $16K | −$5.61K | Cut−$5.61K |
| JONES FINANCIAL COMPANIES LLLP | 247 | $13.1K | −$2.4K | Added$2.32K |
| Delos Wealth Advisors, LLC | 210 | $10.6K | −$3.7K | Cut−$3.7K |
| BOK Financial Private Wealth, Inc. | 180 | $9.05K | −$3.25K | Cut−$3.25K |
| RMG Wealth Management LLC | 183 | $8.61K | — | New |
| Advisory Services Network, LLC | 113 | $5.69K | — | New |
| HARBOR INVESTMENT ADVISORY, LLC | 112 | $5.64K | −$1.97K | Cut−$11K |
| Geneos Wealth Management Inc. | 100 | $5.04K | −$1.76K | Cut−$1.76K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 81 | $4.08K | −$1.43K | Cut−$1.43K |
| FLOW TRADERS U.S. LLC | 61.5K | $3.1K | — | New |
| IFP Advisors, Inc | 43 | $2.17K | −$705 | Cut−$554 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 40 | $2.02K | −$705 | Cut−$705 |
| HARBOUR INVESTMENTS, INC. | 30 | $1.51K | — | New |
| GAMMA Investing LLC | 30 | $1.51K | −$529 | Cut−$529 |
| BANK OF MONTREAL /CAN/ | 24 | $1.21K | −$423 | Cut−$423 |
| Root Financial Partners, LLC | 22 | $1.11K | −$317 | Cut−$116 |
| Farther Finance Advisors, LLC | 20 | $967 | −$39 | Added$831 |
| Manchester Capital Management LLC | 11 | $555 | — | New |
| ROTHSCHILD INVESTMENT LLC | 9 | $453 | — | New |
| CVA Family Office, LLC | 8 | $403 | — | New |
| American Capital Advisory, LLC | 6 | $303 | — | New |
| Fortitude Family Office, LLC | 6 | $302 | — | New |
| SJS Investment Consulting Inc. | 3 | $152 | −$54 | Cut−$54 |
| BlackRock, Inc. | 3 | $151 | −$53 | Cut−$82.3K |
| 1015 Capital Partners, LLC | 2 | $101 | −$35 | Cut−$35 |
| JFS WEALTH ADVISORS, LLC | 1 | $51 | −$18 | Cut−$18 |
| NATIONAL BANK OF CANADA /FI/ | 1 | $50 | — | New |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | 3 | $0 | $0 | Held |
| NOMURA ASSET MANAGEMENT CO LTD | 0 | $0 | — | Held |