| Allworth Financial LP | 0.84% | New | 4,017,325 | $119.3M |
| AIA Group Ltd | 3.34% | New | 3,443,929 | $102.3M |
| Pinnacle Associates Ltd. | 0.26% | New | 548,868 | $16.3M |
| Lazard Asset Management LLC | 0.01% | New | 362,290 | $10.8M |
| Annex Advisory Services, LLC | 0.29% | New | 277,599 | $8.2M |
| Verum Partners LLC | 2.07% | Add +252.0% | 196,227 | $5.8M |
| Focus Partners Wealth | 0.05% | New | 193,963 | $5.6M |
| FFT Wealth Management LLC | 0.41% | New | 158,864 | $4.7M |
| LGL Partners, LLC | 0.65% | New | 130,636 | $3.9M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | New | 125,187 | $3.7M |
| Auxano Advisors, LLC | 0.96% | New | 110,951 | $3.3M |
| Cibc World Market Inc. | 0.01% | New | 105,416 | $3.1M |
| Commonwealth Equity Services, LLC | 0.00% | Add +616.6% | 79,641 | $2.4M |
| Colony Family Offices, LLC | 0.65% | Add +226.6% | 67,482 | $2.0M |
| Arete Wealth Advisors, LLC | 0.18% | New | 64,450 | $1.9M |
| Kelman-Lazarov, Inc. | 0.37% | New | 63,520 | $1.9M |
| New Republic Capital, LLC | 1.06% | New | 56,385 | $1.7M |
| New England Private Wealth Advisors LLC | 0.28% | Add +98.2% | 53,049 | $1.6M |
| Sprinkle Financial Consultants LLC | 1.02% | New | 40,186 | $1.2M |
| StoneX Group Inc. | 0.10% | New | 35,699 | $1.1M |
| Princeton Global Asset Management LLC | 0.22% | New | 31,509 | $936K |
| Mutual Advisors, LLC | 0.03% | Add +278.4% | 29,140 | $865K |
| Heron Bay Capital Management | 0.12% | New | 18,963 | $563K |
| Longview Financial Advisors, Inc. | 0.39% | New | 17,622 | $523K |
| Tidal Investments LLC | 0.01% | New | 17,559 | $522K |
| Smith, Moore & Co. | 0.05% | New | 15,717 | $467K |
| JPMorgan Chase & Co. | 0.00% | New | 14,185 | $421K |
| Susquehanna International Group, LLP | 0.00% | Reduce -53.0% | 13,512 | $401K |
| Crestwood Advisors Group, LLC | 0.01% | New | 13,099 | $389K |
| Canvas Wealth Advisors, LLC | 0.13% | New | 13,229 | $379K |
| Pension & Wealth Management Advisors, Inc. | 0.25% | New | 12,588 | $374K |
| Studio Investment Management LLC | 0.09% | New | 12,166 | $362K |
| Edge Financial Advisors LLC | 0.31% | — | 11,908 | $354K |
| Janney Montgomery Scott LLC | 0.00% | Add +8.4% | 11,278 | $335K |
| Argent Trust Co | 0.01% | New | 11,080 | $329K |
| Atria Wealth Solutions, Inc. | 0.00% | New | 10,026 | $298K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | New | 10,026 | $298K |
| KFG Wealth Management, LLC | 0.12% | New | 9,760 | $290K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 8,926 | $265K |
| Lake Street Advisors Group, LLC | 0.01% | New | 8,840 | $263K |
| Avalon Capital Management | 0.09% | New | 7,670 | $228K |
| Joel Isaacson & Co., LLC | 0.01% | New | 7,427 | $221K |
| Nations Financial Group Inc, /Ia/ | 0.02% | New | 7,300 | $217K |
| Parallel Advisors, LLC | 0.00% | Add +1227.4% | 4,646 | $138K |
| Osaic Holdings, Inc. | 0.00% | No change | 3,000 | $89K |
| Lam Group, Inc. | 0.07% | New | 2,795 | $83K |
| Financial Connections Group, Inc. | 0.03% | New | 1,000 | $30K |
| Royal Bank of Canada | 0.00% | Add +69.9% | 243 | $7K |
| Coston, McIsaac & Partners | 0.00% | No change | 7 | $0 |