| Bank of America Corp. | 0.00% | Add +82.4% | 81,354 | $4.3M |
| IHT Wealth Management, LLC | 0.07% | Reduce -6.7% | 60,120 | $3.1M |
| Morgan Stanley | 0.00% | Add +9.5% | 49,245 | $2.6M |
| Wells Fargo & Company | 0.00% | Add +17.6% | 48,607 | $2.5M |
| LPL Financial LLC | 0.00% | Add +12.2% | 45,601 | $2.4M |
| Parr McKnight Wealth Management Group, LLC | 0.17% | Add +0.6% | 27,403 | $1.4M |
| Royal Bank of Canada | 0.00% | Reduce -8.5% | 25,746 | $1.3M |
| Beacon Pointe Advisors, LLC | 0.01% | Add +355.3% | 24,626 | $1.3M |
| Raymond James Financial Inc. | 0.00% | Add +57.0% | 21,800 | $1.1M |
| Montecito Bank & Trust | 0.17% | Reduce -3.5% | 21,207 | $1.1M |
| UBS Group AG | 0.00% | Reduce -6.2% | 20,891 | $1.1M |
| McGuire Investment Group, LLC | 0.07% | Add +1.4% | 15,281 | $800K |
| Ameriprise Financial Inc. | 0.00% | Add +1.4% | 13,089 | $685K |
| Pacific Sun Financial Corp | 0.28% | Reduce -43.9% | 13,070 | $684K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -12.4% | 12,440 | $651K |
| Wbi Investments, LLC | 0.15% | Add +5.7% | 11,416 | $598K |
| Harbor Capital Advisors, Inc. | 0.04% | Reduce -69.1% | 10,003 | $524K |
| Gladstone Institutional Advisory LLC | 0.02% | Add +15.0% | 9,862 | $516K |
| Cordoba Advisory Partners LLC | 0.11% | Reduce -1.7% | 9,514 | $498K |
| Cascade Financial Partners, LLC | 0.04% | Reduce -11.7% | 9,441 | $494K |
| Cetera Investment Advisers | 0.00% | Reduce -14.8% | 8,908 | $466K |
| Osaic Holdings, Inc. | 0.00% | Add +78.5% | 7,956 | $417K |
| Baird Financial Group, Inc. | 0.00% | No change | 7,593 | $398K |
| Kovack Advisors, Inc. | 0.02% | New | 7,548 | $395K |
| Somerset Trust Co | 0.11% | No change | 7,534 | $395K |
| Alpine Woods Capital Investors, LLC | 0.09% | No change | 7,500 | $393K |
| Chicago Partners Investment Group LLC | 0.01% | Add +6.0% | 7,007 | $371K |
| NTV Asset Management LLC | 0.03% | Reduce -10.1% | 6,700 | $351K |
| NewEdge Advisors, LLC | 0.00% | Add +828.5% | 3,714 | $343K |
| Wealthcare Advisory Partners LLC | 0.01% | New | 6,294 | $330K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | New | 5,803 | $304K |
| Commonwealth Equity Services, LLC | 0.00% | Add +0.5% | 5,480 | $287K |
| HighTower Advisors, LLC | 0.00% | Add +1.4% | 5,346 | $280K |
| Susquehanna International Group, LLP | 0.00% | Reduce -87.7% | 4,793 | $251K |
| Park Avenue Securities LLC | 0.00% | Reduce -35.1% | 4,411 | $231K |
| Creative Planning | 0.00% | New | 4,197 | $220K |
| Essex Financial Services, Inc. | 0.01% | New | 3,999 | $209K |
| Klingenstein Fields & Co. LP | 0.01% | New | 3,985 | $209K |
| Meridian Investment Counsel Inc. | 0.04% | New | 3,909 | $205K |
| Fiduciary Trust Co | 0.00% | New | 3,825 | $200K |
| Jones Financial Companies LLLP | 0.00% | Add +3.8% | 3,211 | $169K |
| Harbour Investments, Inc. | 0.00% | Reduce -12.3% | 3,113 | $163K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 2,772 | $145K |
| Register Financial Advisors LLC | 0.03% | No change | 2,052 | $107K |
| Wiser Advisor Group LLC | 0.10% | No change | 1,818 | $95K |
| FMR LLC | 0.00% | Add +1.3% | 1,056 | $55K |
| Global Retirement Partners, LLC | 0.00% | — | 915 | $48K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -97.2% | 848 | $44K |
| JPMorgan Chase & Co. | 0.00% | Reduce -86.0% | 725 | $38K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 676 | $35K |
| Allspring Global Investments Holdings, LLC | 0.00% | New | 605 | $32K |
| Rockefeller Capital Management L.P. | 0.00% | No change | 600 | $31K |
| Greykasell Wealth Strategies, Inc. | 0.01% | No change | 582 | $30K |
| Farther Finance Advisors, LLC | 0.00% | New | 400 | $21K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 396 | $21K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 270 | $14K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 240 | $13K |
| Institute for Wealth Management, LLC. | 0.00% | New | 240 | $13K |
| Pursuit Wealth Strategies, LLC | 0.01% | No change | 198 | $10K |
| Spire Wealth Management | 0.00% | No change | 187 | $10K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 151 | $8K |
| Founders Financial Alliance, LLC | 0.00% | No change | 147 | $8K |
| Key Financial Inc | 0.00% | No change | 141 | $7K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 141 | $7K |
| GAMMA Investing LLC | 0.00% | No change | 120 | $6K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -29.4% | 89 | $5K |
| NFSG Corp | 0.00% | No change | 57 | $3K |
| International Assets Investment Management, LLC | 0.00% | No change | 48 | $3K |
| Wagner Wealth Management, LLC | 0.00% | No change | 39 | $2K |
| Evolution Wealth Management Inc. | 0.00% | No change | 33 | $2K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | No change | 21 | $1K |
| Copeland Capital Management, LLC | 0.00% | New | 12 | $628 |
| Fifth Third Bancorp | 0.00% | New | 9 | $460 |