| MFN Partners Management, LP | 5.69M | $244.1M | $134.5M | Added$134.5M |
| Philip James Wealth Mangement, LLC | 1.17M | $50M | $27.5M | Added$26.3M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 556.9K | $23.9M | $13.2M | Added$13.2M |
| Warberg Asset Management LLC | 486.5K | $20.9M | $3.91M | Added$17.7M |
| Adams Asset Advisors, LLC | 468.3K | $20.1M | $11.1M | Added$11.1M |
| Skaana Management L.P. | 458.2K | $19.7M | $10.3M | Added$11.3M |
| OnyxPoint Global Management LP | 242K | $10.4M | $4.4M | Added$6.79M |
| GoodHaven Capital Management, LLC | 154.7K | $6.64M | $3.66M | Added$3.66M |
| Smead Capital Management, Inc. | 151.2K | $6.49M | $3.57M | Added$3.54M |
| Mariner, LLC | 147.5K | $6.33M | — | New |
| BANK OF AMERICA CORP /DE/ | 120.7K | $5.18M | $1.98M | Added$3.57M |
| MORGAN STANLEY | 85.1K | $3.65M | $2.01M | Added$1.95M |
| GTS SECURITIES LLC | 64.7K | $2.77M | — | New |
| CSS LLC/IL | 60.5K | $2.6M | $858.1K | Added$1.91M |
| Mutual Advisors, LLC | 51.5K | $2.21M | $1.2M | Added$1.23M |
| D. E. Shaw & Co., Inc. | 39.9K | $1.71M | $943.1K | Added$943.1K |
| FRANKLIN RESOURCES INC | 31.6K | $1.35M | $745.8K | Added$745.8K |
| JPMORGAN CHASE & CO | 28.9K | $1.28M | $719.1K | Added$725.9K |
| BARCLAYS PLC | 25.5K | $1.09M | $600.3K | Added$604.5K |
| JANE STREET GROUP, LLC | 21.8K | $935.6K | $325.2K | Added$670.5K |
| RAYMOND JAMES FINANCIAL INC | 20.6K | $884K | $487K | Added$459.5K |
| LPL Financial LLC | 20.6K | $882.2K | $476.1K | Added$494K |
| UBS Group AG | 16.9K | $723.4K | $390.9K | Added$404.7K |
| Creative Planning | 16.4K | $704.8K | $386.7K | Added$389.5K |
| ENVESTNET ASSET MANAGEMENT INC | 15.6K | $668.2K | $338.6K | Added$392.2K |
| AMG National Trust Bank | 13.4K | $576.9K | $317.7K | Added$317.9K |
| HSBC HOLDINGS PLC | 13.2K | $574.2K | $321.4K | Added$321.4K |
| Sanctuary Advisors, LLC | 12.4K | $530.5K | $292.2K | Added$275.2K |
| AMERIPRISE FINANCIAL INC | 12.3K | $525.6K | $289.5K | Added$287K |
| WELLS FARGO & COMPANY/MN | 11.8K | $506.7K | $279.1K | Cut−$352K |
| IHT Wealth Management, LLC | 11.7K | $500.1K | $275.2K | Added$275.7K |
| Elgethun Capital Management | 10.4K | $446.2K | $245.8K | Added$245.8K |
| GABELLI FUNDS LLC | 10K | $429.2K | $236.4K | Added$236.4K |
| ROYAL BANK OF CANADA | 9.93K | $425K | $234K | Added$214K |
| OSAIC HOLDINGS, INC. | 9.88K | $423.8K | $233.5K | Added$208.6K |
| COMMONWEALTH EQUITY SERVICES, LLC | 9.7K | $416.2K | $229.3K | Added$209.7K |
| Cetera Investment Advisers | 8.57K | $367.9K | — | New |
| Aldebaran Capital, LLC | 7.14K | $306.2K | — | New |
| Perigon Wealth Management, LLC | 6.41K | $275K | — | New |
| TD Capital Management LLC | 6.3K | $270.4K | $149K | Added$148.7K |
| ABC ARBITRAGE SA | 6.24K | $267.6K | — | New |
| GOLDMAN SACHS GROUP INC | 6.21K | $266.6K | — | New |
| StoneX Group Inc. | 5.66K | $242.7K | — | New |
| Focus Partners Advisor Solutions, LLC | 5.19K | $222.7K | — | New |
| TRUIST FINANCIAL CORP | 5.15K | $220.8K | — | New |
| CITIZENS FINANCIAL GROUP INC/RI | 4.99K | $214.1K | — | New |
| TWO SIGMA SECURITIES, LLC | 4.79K | $205.7K | — | New |
| Steward Partners Investment Advisory, LLC | 4.66K | $200.1K | $110.2K | Added$105.7K |
| WOLVERINE ASSET MANAGEMENT LLC | 4.18K | $179.4K | $7.94K | Added$173K |
| Allworth Financial LP | 3.27K | $140.2K | $74.6K | Added$79.3K |
| Farther Finance Advisors, LLC | 3.02K | $118.3K | $56.9K | Added$63.1K |
| CWM, LLC | 2.54K | $109K | $108.9K | Added$108.9K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 2.49K | $106.9K | $58.8K | Added$59K |
| PNC Financial Services Group, Inc. | 2.2K | $94.3K | $51.9K | Added$50.1K |
| TORONTO DOMINION BANK | 5.01K | $89K | −$1,000 | Cut−$1K |
| US BANCORP \DE\ | 1.98K | $84.9K | $46.8K | Added$43.3K |
| MAI Capital Management | 1.63K | $69.9K | $38.5K | Added$38.4K |
| Sawyer & Company, Inc | 1.44K | $61.6K | $33.9K | Added$33.9K |
| BANK OF MONTREAL /CAN/ | 1.24K | $53K | $29.2K | Added$27.3K |
| MACQUARIE GROUP LTD | 1.18K | $50.5K | $27.8K | Added$27.8K |
| FIFTH THIRD BANCORP | 966 | $41.4K | $4.02K | Added$38.2K |
| Aptus Capital Advisors, LLC | 941 | $40.4K | $22.2K | Added$19.9K |
| BNP PARIBAS FINANCIAL MARKETS | 908 | $39K | $13.7K | Added$27.8K |
| Turtle Creek Wealth Advisors, LLC | 875 | $37.5K | — | New |
| Parallel Advisors, LLC | 790 | $33.9K | $18.7K | Added$18.7K |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 905 | $32.6K | $12.2K | Added$12.2K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 741 | $31.8K | $14.3K | Added$20.2K |
| ROTHSCHILD INVESTMENT LLC | 739 | $31.7K | $17.5K | Added$17.5K |
| WealthShield Partners, LLC | 704 | $30.2K | — | New |
| AMERICAN NATIONAL BANK & TRUST | 696 | $29.9K | $16.4K | Added$16.4K |
| HARBOUR INVESTMENTS, INC. | 686 | $29.4K | — | New |
| Eurizon Capital SGR S.p.A. | 683 | $29.3K | $16.1K | Added$16.1K |
| Advisory Services Network, LLC | 663 | $28.4K | — | New |
| MOTCO | 649 | $27.8K | $15.3K | Added$15.3K |
| TD Waterhouse Canada Inc. | 553 | $21.6K | $5.9K | Added$15.9K |
| Sound Income Strategies, LLC | 514 | $20.1K | $2.86K | Added$16.9K |
| FARMERS & MERCHANTS INVESTMENTS INC | 424 | $18.2K | $10K | Added$10K |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 432 | $16.9K | $5.21K | Added$11.9K |
| JONES FINANCIAL COMPANIES LLLP | 387 | $16.8K | $9.2K | Added$9.42K |
| BROWN BROTHERS HARRIMAN & CO | 369 | $15.8K | $8.72K | Added$8.72K |
| TD PRIVATE CLIENT WEALTH LLC | 368 | $15.8K | $8.7K | Added$7.73K |
| REXFORD CAPITAL INC | 361 | $15.5K | $8.53K | Added$8.53K |
| Rockefeller Capital Management L.P. | 353 | $15.1K | $2.17K | Added$13.4K |
| EASTERN BANK | 347 | $14.9K | $8.15K | Added$8.15K |
| AE Wealth Management LLC | 342 | $14.7K | $3.78K | Added$11.6K |
| PRIVATE TRUST CO NA | 337 | $14.5K | $7.96K | Added$7.96K |
| BLAIR WILLIAM & CO/IL | 336 | $14.4K | $7.94K | Cut−$2.06K |
| Prosperity Bancshares Inc | 325 | $13.9K | $7.68K | Added$7.68K |
| UMB Bank, n.a. | 302 | $13K | $7.09K | Added$7.09K |
| Caldwell Trust Co | 297 | $12.7K | $7.02K | Added$7.02K |
| Western Wealth Management, LLC | 295 | $12.7K | — | New |
| TRUST CO OF TOLEDO NA /OH/ | 295 | $12.7K | $6.97K | Added$6.97K |
| Clearstead Advisors, LLC | 293 | $12.6K | $6.92K | Cut−$42.9K |
| Federation des caisses Desjardins du Quebec | 293 | $12.6K | $6.93K | Added$5.13K |
| Triumph Capital Management | 292 | $12.5K | $6.91K | Added$5.95K |
| CENTRAL TRUST Co | 286 | $12.3K | $6.76K | Added$6.76K |
| Western Pacific Wealth Management, LP | 283 | $12.1K | $6.69K | Added$6.69K |
| Advocate Investing Services LLC | 277 | $11.9K | $6.55K | Added$6.55K |
| ST GERMAIN D J CO INC | 277 | $11.9K | $6.55K | Added$6.55K |
| RICHARDS, MERRILL & PETERSON, INC. | 273 | $11.7K | $6.45K | Added$3.89K |
| Atlantic Union Bankshares Corp | 263 | $11.3K | $4.43K | Added$7.65K |
| HUNTINGTON NATIONAL BANK | 244 | $10.5K | $5.77K | Added$719 |
| MONTAG A & ASSOCIATES INC | 235 | $10.1K | $5.55K | Added$5.55K |
| TOMPKINS FINANCIAL CORP | 234 | $10.1K | $5.5K | Added$5.5K |
| BOKF, NA | 219 | $9.39K | — | New |
| Blue Trust, Inc. | 209 | $8.97K | $4.94K | Added$4.94K |
| ARMSTRONG ADVISORY GROUP, INC | 199 | $8.54K | $4.7K | Added$4.7K |
| JFS WEALTH ADVISORS, LLC | 197 | $8.45K | $4.66K | Added$4.66K |
| NBT BANK N A /NY | 193 | $8.28K | $4.56K | Added$4.56K |
| IFP Advisors, Inc | 187 | $8.02K | $4.42K | Added$4.42K |
| Russell Investments Group, Ltd. | 186 | $7.98K | $4.39K | Added$4.39K |
| Ancora Advisors LLC | 171 | $7.34K | $4.04K | Added$4.04K |
| Arax Advisory Partners | 156 | $6.69K | $3.66K | Added$3.71K |
| EverSource Wealth Advisors, LLC | 151 | $6.48K | $3.57K | Added$3.09K |
| NBC SECURITIES, INC. | 147 | $6.31K | $3.47K | Added$3.47K |
| OAKWORTH CAPITAL, INC. | 143 | $6.14K | $3.38K | Added$3.38K |
| Trust Co | 142 | $6.09K | $3.36K | Added$3.36K |
| CoreCap Advisors, LLC | 139 | $5.96K | $3.29K | Added$3.29K |
| Kingdom Financial Group LLC. | 125 | $5.36K | — | New |
| Lloyd Advisory Services, LLC. | 125 | $5.36K | — | New |
| Wealth Preservation Advisors, LLC | 125 | $5.36K | $2.96K | Added$2.96K |
| Clearstead Trust, LLC | 125 | $5.36K | $2.95K | Added$2.95K |
| SOUTH PLAINS FINANCIAL, INC. | 125 | $5.36K | $2.95K | Added$2.96K |
| Pinnacle Wealth Planning Services, Inc. | 111 | $4.76K | $2.62K | Added$2.62K |
| Pacifica Partners Inc. | 111 | $4.76K | $2.49K | Added$2.49K |
| Hughes Financial Services, LLC | 100 | $4.29K | $2.36K | Added$2.36K |
| Salomon & Ludwin, LLC | 98 | $3.97K | — | New |
| Princeton Global Asset Management LLC | 92 | $3.95K | $2.17K | Added$2.17K |
| Allspring Global Investments Holdings, LLC | 93 | $3.81K | $2.03K | Added$2.03K |
| Jackson Hole Capital Partners, LLC | 87 | $3.73K | $2.06K | Added$2.06K |
| Family Manage LLC | 85 | $3.65K | — | New |
| CARDIFF PARK ADVISORS, LLC | 83 | $3.56K | $1.96K | Cut−$46K |
| Luken Investment Analytics, LLC | 80 | $3.43K | $1.89K | Added$1.89K |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | 78 | $3.35K | — | New |
| AlphaCore Capital LLC | 78 | $3.35K | $1.84K | Added$1.84K |
| Founders Capital Management | 75 | $3.22K | $1.77K | Added$1.77K |
| Cullen/Frost Bankers, Inc. | 62 | $2.66K | $1.47K | Added$1.47K |
| one8zero8, LLC | 62 | $2.66K | $1.47K | Added$1.47K |
| Golden State Wealth Management, LLC | 62 | $2.66K | $1.46K | Added$1.46K |
| FINANCIAL CONSULATE, INC | 61 | $2.62K | $1.44K | Added$1.44K |
| Missouri Trust & Investment Co | 57 | $2.44K | $1.35K | Added$1.35K |
| Provenance Wealth Advisors, LLC | 57 | $2.44K | $1.35K | Added$1.35K |
| SG Americas Securities, LLC | 56.5K | $2.42K | $1.33K | Added$1.33K |
| SALEM INVESTMENT COUNSELORS INC | 56 | $2.4K | — | New |
| Kimelman & Baird, LLC | 56 | $2.4K | $1.32K | Added$1.32K |
| Nemes Rush Group LLC | 56 | $2.4K | $1.32K | Added$1.32K |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 56 | $2.4K | $1.32K | Added$1.32K |
| Virtu Financial LLC | 51.9K | $2.23K | $636 | Added$1.71K |
| Larson Financial Group LLC | 51 | $2.19K | $1.21K | Added$1.21K |
| HARBOR INVESTMENT ADVISORY, LLC | 51 | $2.19K | $1.21K | Added$1.21K |
| ESL Trust Services, LLC | 50 | $2.15K | $1.18K | Added$1.18K |
| St. Johns Investment Management Company, LLC | 50 | $2.15K | $1.18K | Added$1.18K |
| Cassaday & Co Wealth Management LLC | 50 | $2.15K | — | New |
| ENTRUST FINANCIAL LLC | 50 | $2.15K | $1.18K | Added$1.18K |
| Crewe Advisors LLC | 47 | $2.02K | $1.11K | Added$1.11K |
| CONSULTIVA WEALTH MANAGEMENT, CORP. | 45 | $1.93K | $1.06K | Added$1.06K |
| GHP Investment Advisors, Inc. | 45 | $1.93K | $1.06K | Added$1.06K |
| Rice Partnership, LLC | 43 | $1.84K | $1.02K | Added$785 |
| AMERIFLEX GROUP, INC. | 42 | $1.8K | $993 | Added$993 |
| AdvisorNet Financial, Inc | 40 | $1.72K | $945 | Added$945 |
| DANSKE BANK A/S | 39 | $1.67K | $922 | Added$922 |
| Key Capital Management, INC | 39 | $1.67K | $922 | Added$883 |
| Geneos Wealth Management Inc. | 39 | $1.67K | $922 | Added$922 |
| Spire Wealth Management | 37 | $1.59K | $874 | Added$874 |
| Newbridge Financial Services Group, Inc. | 37 | $1.59K | $874 | Added$874 |
| HHM Wealth Advisors, LLC | 36 | $1.54K | $851 | Added$851 |
| Kentucky Trust Co | 36 | $1.54K | $850 | Added$850 |
| Financial Gravity Asset Management, Inc. | 36 | $1.54K | $850 | Added$850 |
| Tanglewood Legacy Advisors, LLC | 34 | $1.46K | $804 | Added$804 |
| CALDWELL SUTTER CAPITAL, INC. | 31 | $1.33K | $733 | Added$733 |
| Pinnacle Bancorp, Inc. | 31 | $1.33K | $733 | Added$733 |
| High Note Wealth, LLC | 31 | $1.33K | $733 | Added$733 |
| Private Wealth Management Group, LLC | 31 | $1.33K | $732 | Added$732 |
| Smartleaf Asset Management LLC | 30 | $1.33K | $743 | Added$743 |
| Atlantic Edge Private Wealth Management, LLC | 30 | $1.29K | $260 | Added$1.07K |
| Strengthening Families & Communities, LLC | 29 | $1.24K | — | New |
| BankPlus Trust Department | 29 | $1.24K | $685 | Added$685 |
| OLD SECOND NATIONAL BANK OF AURORA | 28 | $1.2K | — | New |
| MATHER GROUP, LLC. | 28 | $1.2K | — | New |
| NATIXIS | 27 | $1.18K | $636 | Added$636 |
| Wilmington Savings Fund Society, FSB | 27 | $1.16K | $634 | Added$634 |
| Aviso Financial Inc. | 27 | $1.16K | $638 | Added$638 |
| Hilton Head Capital Partners, LLC | 27 | $1.16K | $638 | Added$638 |
| Financial Network Wealth Advisors LLC | 26 | $1.11K | $614 | Added$614 |
| Vision Retirement, LLC | 25 | $1.07K | $591 | Added$591 |
| Strategic Wealth Partners, Ltd. | 25 | $1.07K | $591 | Added$591 |
| Tidemark, LLC | 25 | $1.07K | $591 | Added$591 |
| FIRST FINANCIAL CORP /IN/ | 25 | $1.07K | $591 | Added$591 |
| Mosley Wealth Management | 39 | $995 | — | New |
| CNB Bank | 22 | $945 | $517 | Added$517 |
| ACIMA PRIVATE WEALTH, LLC | 22 | $944 | $520 | Added$520 |
| NATIONAL BANK OF CANADA /FI/ | 18 | $925 | $403 | Added$403 |
| CMT Capital Markets Trading GmbH | 13.9K | $902 | — | New |
| First Command Advisory Services, Inc. | 21 | $901 | $496 | Added$496 |
| Perkins Coie Trust Co | 21 | $900 | $497 | Added$497 |
| Park Place Capital Corp | 20 | $858 | $473 | Added$473 |
| MANNING & NAPIER ADVISORS LLC | 19 | $842 | — | New |
| Prestige Wealth Management Group LLC | 18 | $773 | $426 | Added$310 |
| Keating Financial Advisory Services, Inc. | 18 | $772 | $425 | Added$425 |
| Bank Julius Baer & Co. Ltd, Zurich | 18 | $772 | $426 | Added$426 |
| BFSG, LLC | 17 | $730 | $402 | Added$402 |
| Hickory Point Bank & Trust | 16 | $687 | — | New |
| Basepoint Wealth LLC | 16 | $686 | $378 | Added$378 |
| CGC Financial Services, LLC | 15 | $644 | — | New |
| COUNTRY TRUST BANK | 15 | $644 | $352 | Added$352 |
| HOLLENCREST CAPITAL MANAGEMENT | 15 | $644 | $355 | Added$355 |
| Ameliora Wealth Management Ltd. | 14 | $601 | $331 | Added$331 |
| Mountain Hill Investment Partners Corp. | 14 | $601 | $331 | Added$331 |
| Inspire Investing, LLC | 13 | $573 | $315 | Added$315 |
| Sunbelt Securities, Inc. | 13 | $558 | $308 | Added$308 |
| Estabrook Capital Management | 13 | $558 | $308 | Added$308 |
| CHILTON CAPITAL MANAGEMENT LLC | 12 | $515 | $284 | Added$226 |
| Midway Capital Research & Management | 12 | $515 | — | New |
| FIRST HORIZON CORP | 12 | $515 | $284 | Added$284 |
| BARRETT & COMPANY, INC. | 12 | $515 | $284 | Added$284 |
| Gen-Wealth Partners Inc | 12 | $515 | $284 | Added$284 |
| MCF Advisors LLC | 12 | $515 | — | New |
| BlackRock, Inc. | 12 | $515 | $284 | Added$284 |
| Key Financial Inc | 12 | $515 | $284 | Added$284 |
| CVA Family Office, LLC | 12 | $515 | $284 | Added$284 |
| Towne Trust Company, N.A | 12 | $515 | $284 | Added$284 |
| Quest 10 Wealth Builders, Inc. | 11 | $472 | $260 | Added$260 |
| Bogart Wealth, LLC | 11 | $472 | $260 | Added$260 |
| MPWM ADVISORY SOLUTIONS, LLC | 11 | $472 | — | New |
| Ares Financial Consulting, LLC | 12 | $469 | $238 | Added$238 |
| TOWER TRUST & INVESTMENT Co | 10 | $429 | $237 | Added$237 |
| Fidelity | 10 | $429 | $236 | Added$236 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 10 | $429 | $236 | Added$236 |
| Legacy Wealth Managment, LLC/ID | 9 | $387 | $213 | Added$213 |
| Field & Main Bank | 9 | $386 | $213 | Added$213 |
| Godfrey Financial Associates, Inc. | 9 | $386 | $213 | Added$213 |
| Quaker Wealth Management, LLC | 8 | $344 | $189 | Added$189 |
| Golden State Equity Partners | 8 | $343 | — | New |
| Evelyn Partners Investment Management (Europe) Ltd | 7 | $301 | $165 | Added$165 |
| Investment Research & Advisory Group, Inc. | 7 | $300 | $165 | Added$165 |
| ASHTON THOMAS SECURITIES, LLC | 7 | $300 | $165 | Added$165 |
| Main Street Group, LTD | 6 | $257 | — | New |
| SHP Wealth Management | 6 | $257 | $141 | Added$141 |
| HRT FINANCIAL LP | 5.65K | $242 | — | New |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 6 | $230 | $114 | Added$114 |
| Register Financial Advisors LLC | 5 | $215 | $119 | Added$119 |
| MTM Investment Management, LLC | 5 | $215 | $119 | Added$119 |
| Cambridge Investment Research Advisors, Inc. | 4.74K | $203 | — | New |
| Quent Capital, LLC | 4 | $172 | $95 | Added$56 |
| WEBSTER BANK, N. A. | 4 | $172 | $94 | Added$94 |
| Root Financial Partners, LLC | 3 | $129 | $71 | Added$71 |
| Abound Wealth Management | 3 | $129 | $71 | Added$71 |
| VANGUARD ADVISERS INC | 3 | $129 | — | Held |
| PINNEY & SCOFIELD, INC. | 3 | $129 | $71 | Added$71 |
| Centennial Bank/AR/ | 3 | $129 | $71 | Added$71 |