| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 3.54M | $61.9M | $1.63M | Cut−$9.32M |
| GREAT VALLEY ADVISOR GROUP, INC. | 969.4K | $17M | — | New |
| STATE OF WISCONSIN INVESTMENT BOARD | 650K | $11.4M | $299K | Cut−$5.77M |
| Allspring Global Investments Holdings, LLC | 550.5K | $9.63M | $253.2K | Cut−$65.3K |
| 1607 Capital Partners, LLC | 437.9K | $7.66M | $201.5K | Cut−$2.72M |
| LAZARD ASSET MANAGEMENT LLC | 266.3K | $4.66M | $122.5K | Cut−$37.9K |
| Steward Partners Investment Advisory, LLC | 198.9K | $3.48M | $61.4K | Added$1.21M |
| BANK OF AMERICA CORP /DE/ | 169.6K | $2.97M | $78K | Cut−$2.6M |
| FLAGSHIP HARBOR ADVISORS, LLC | 167.8K | $2.93M | $72K | Added$269.6K |
| Uncommon Cents Investing LLC | 164.5K | $2.88M | $72.4K | Added$195.4K |
| Beacon Pointe Advisors, LLC | 143.5K | $2.51M | $66K | Cut−$952.5K |
| Alexander Randolph Advisory, Inc. | 103.4K | $1.81M | $47.6K | Cut−$143.2K |
| MORGAN STANLEY | 98.8K | $1.73M | $42.1K | Added$169.1K |
| Integrated Wealth Concepts LLC | 97.2K | $1.7M | $44.7K | Cut−$123.7K |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 63K | $1.1M | $29K | Added$29K |
| RAYMOND JAMES FINANCIAL INC | 52.9K | $925.5K | $24.3K | Cut−$136.9K |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 50K | $874.5K | $23K | Added$23K |
| ENVESTNET ASSET MANAGEMENT INC | 48.9K | $855.5K | $22.5K | Cut−$77.9K |
| WOLVERINE ASSET MANAGEMENT LLC | 46.4K | $812.3K | — | New |
| Capital Investment Advisors, LLC | 46.4K | $811.5K | $21.3K | Added$21.3K |
| Calamos Advisors LLC | 45.2K | $790.4K | $18.3K | Added$112.4K |
| Traub Capital Management LLC | 35.8K | $625.4K | $16.4K | Cut−$457.2K |
| Visionary Wealth Advisors | 34.1K | $596.6K | — | New |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 31.8K | $556.6K | $94 | Added$553.1K |
| LPL Financial LLC | 29.1K | $509.8K | $13.4K | Cut−$76.9K |
| FIRST TRUST ADVISORS LP | 28.3K | $495.3K | $8.37K | Added$185.3K |
| ROYAL BANK OF CANADA | 24.1K | $422K | $7.61K | Added$160K |
| Cetera Investment Advisers | 22.1K | $386.5K | $9.82K | Added$23K |
| Baltimore-Washington Financial Advisors, Inc. | 19.1K | $333.7K | $8.78K | Added$8.78K |
| Invesco Ltd. | 18.7K | $327.4K | $7.62K | Added$45.4K |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 18.2K | $318.6K | $8.38K | Added$8.38K |
| Closed-End Fund Advisors, Inc. | 18K | $314.7K | $8.28K | Added$8.28K |
| Cresset Asset Management, LLC | 16.5K | $288.3K | $7.58K | Cut−$179.6K |
| ROBERTS GLORE & CO INC /IL/ | 13K | $227.4K | $5.98K | Added$5.98K |
| WELLS FARGO & COMPANY/MN | 13K | $226.8K | $5.96K | Cut−$119.7K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 12.6K | $221.1K | — | New |
| CAPTRUST FINANCIAL ADVISORS | 12.2K | $214.2K | $5.63K | Added$5.63K |
| GUGGENHEIM CAPITAL LLC | 10.7K | $187.9K | — | New |
| JANE STREET GROUP, LLC | 10.3K | $180.9K | — | New |
| CWM, LLC | 6.74K | $118K | $117.8K | Added$117.8K |
| Key Financial Inc | 4.74K | $82.8K | $2.18K | Added$2.18K |
| SouthState Bank Corp | 4.7K | $82.2K | $2.16K | Added$2.16K |
| OSAIC HOLDINGS, INC. | 2.84K | $49.7K | $1.3K | Cut−$46.2K |
| Hilltop National Bank | 2.58K | $45.1K | $1.19K | Added$1.19K |
| Hara Capital LLC | 2.5K | $43.7K | $1.15K | Cut−$59.5K |
| UBS Group AG | 2.22K | $38.8K | $1.02K | Cut−$68.9K |
| FIFTH THIRD BANCORP | 1.5K | $26.2K | — | New |
| JONES FINANCIAL COMPANIES LLLP | 800 | $13.6K | −$32 | Added$4.64K |
| Evelyn Partners Investment Management LLP | 750 | $13.1K | $345 | Added$345 |
| Kilter Group LLC | 701 | $12.3K | $323 | Cut−$887 |
| Thomas J. Herzfeld Advisors, Inc. | 429 | $7.5K | $197 | Cut−$3.74K |
| HOLLENCREST CAPITAL MANAGEMENT | 200 | $3.5K | $92 | Added$92 |
| NATIONAL BANK OF CANADA /FI/ | 150 | $2.62K | $70 | Added$70 |
| Kozak & Associates, Inc. | 129 | $2.48K | $124 | Cut−$187 |
| Cambridge Investment Research Advisors, Inc. | 88.1K | $1.54K | $6 | Added$1.32K |
| PARK AVENUE SECURITIES LLC | 43.2K | $756 | $20 | Cut−$68 |