| Bank of America Corp. | 0.00% | Reduce -6.0% | 151,457 | $28.2M |
| UBS Group AG | 0.00% | Reduce -5.7% | 49,869 | $9.3M |
| LPL Financial LLC | 0.00% | Add +97.3% | 47,200 | $8.8M |
| TOP Private Wealth LLC. | 5.34% | — | 29,935 | $5.6M |
| Salem Investment Counselors Inc. | 0.11% | No change | 24,793 | $4.6M |
| Osaic Holdings, Inc. | 0.00% | Add +6.9% | 21,497 | $4.0M |
| Private Advisor Group, LLC | 0.02% | Add +238.5% | 20,233 | $3.8M |
| Modern Wealth Management, LLC | 0.04% | New | 19,328 | $3.6M |
| Morgan Stanley | 0.00% | Add +28.4% | 18,279 | $3.4M |
| Parr McKnight Wealth Management Group, LLC | 0.24% | Add +7.1% | 10,712 | $2.0M |
| Wells Fargo & Company | 0.00% | Add +7.7% | 9,163 | $1.7M |
| Independent Wealth Advisors LLC | 1.54% | Add +0.7% | 9,120 | $1.7M |
| Raymond James Financial Inc. | 0.00% | Add +0.1% | 8,760 | $1.6M |
| MML Investors Services, LLC | 0.00% | Add +15.7% | 6,426 | $1.2M |
| Citadel Advisors | 0.00% | New | 6,215 | $1.2M |
| Envestnet Asset Management Inc. | 0.00% | Add +30.3% | 5,824 | $1.1M |
| Coppell Advisory Solutions LLC | 0.09% | New | 11 | $1.1M |
| Prospera Financial Services Inc | 0.01% | New | 5,482 | $1.0M |
| Independent Wealth Network Inc. | 0.21% | Reduce -18.5% | 4,401 | $819K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.01% | New | 4,000 | $744K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +81.9% | 3,290 | $612K |
| Barometer Capital Management Inc. | 0.17% | New | 3,200 | $595K |
| Gladstone Institutional Advisory LLC | 0.02% | Add +9.0% | 2,833 | $527K |
| Jones Financial Companies LLLP | 0.00% | Add +90.2% | 2,818 | $521K |
| Cetera Investment Advisers | 0.00% | Reduce -0.7% | 2,776 | $516K |
| Rockefeller Capital Management L.P. | 0.00% | No change | 2,749 | $511K |
| Equitable Holdings, Inc. | 0.00% | New | 2,694 | $501K |
| Carlson Financial, Inc. | 0.23% | Add +0.1% | 2,412 | $449K |
| Global Retirement Partners, LLC | 0.01% | — | 2,250 | $419K |
| HighTower Advisors, LLC | 0.00% | No change | 2,054 | $382K |
| US Bancorp \de | 0.00% | Reduce -1.7% | 2,000 | $372K |
| JPMorgan Chase & Co. | 0.00% | Add +2.0% | 1,959 | $362K |
| Royal Bank of Canada | 0.00% | Reduce -2.6% | 1,905 | $354K |
| Koshinski Asset Management, Inc. | 0.02% | Reduce -9.7% | 1,858 | $346K |
| Bank of Montreal | 0.00% | New | 1,795 | $334K |
| Novak & Powell Financial Services, Inc. | 0.13% | No change | 1,467 | $273K |
| CX Institutional | 0.01% | Add +0.1% | 1,261 | $235K |
| Baird Financial Group, Inc. | 0.00% | New | 1,248 | $232K |
| Sonata Capital Group Inc. | 0.07% | New | 1,166 | $217K |
| Private Advisory Group LLC | 0.01% | New | 1,096 | $204K |
| Private Trust Co. NA | 0.02% | No change | 1,057 | $197K |
| Harbour Investments, Inc. | 0.00% | No change | 972 | $181K |
| Valley National Advisers Inc. | 0.02% | No change | 880 | $164K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | New | 563 | $105K |
| Copia Wealth Management | 0.04% | Add +55.2% | 326 | $61K |
| FMR LLC | 0.00% | Reduce -23.5% | 215 | $40K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 128 | $24K |
| Harbor Asset Planning, Inc. | 0.02% | No change | 108 | $20K |
| Key Financial Inc | 0.00% | No change | 106 | $20K |
| GAMMA Investing LLC | 0.00% | No change | 98 | $18K |
| Bullseye Investment Management, LLC | 0.01% | No change | 70 | $13K |
| Pursuit Wealth Strategies, LLC | 0.01% | No change | 43 | $8K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 37 | $7K |
| Triumph Capital Management | 0.00% | No change | 33 | $6K |
| Russell Investments Group, Ltd. | 0.00% | No change | 27 | $5K |
| Lummis Asset Management, LP | 0.00% | No change | 17 | $3K |
| Lazard Asset Management LLC | 0.00% | New | 16 | $3K |
| Allspring Global Investments Holdings, LLC | 0.00% | New | 11 | $2K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 5 | $930 |