| Bank of America Corp. | 0.00% | Add +325.1% | 419,459 | $27.1M |
| UBS Group AG | 0.00% | Add +287.1% | 178,799 | $11.6M |
| Wells Fargo & Company | 0.00% | Add +7.8% | 65,540 | $4.2M |
| Connors Investor Services Inc. | 0.27% | Add +16.8% | 48,137 | $3.1M |
| Morgan Stanley | 0.00% | Reduce -4.2% | 39,956 | $2.6M |
| LPL Financial LLC | 0.00% | Reduce -18.1% | 37,700 | $2.4M |
| Moran Wealth Management, LLC | 0.06% | Add +15.9% | 34,030 | $2.2M |
| Griffin Asset Management, Inc. | 0.20% | Reduce -6.5% | 28,699 | $1.9M |
| Raymond James Financial Inc. | 0.00% | Reduce -49.4% | 27,244 | $1.8M |
| Stifel Financial Corp. | 0.00% | Add +10.9% | 25,648 | $1.7M |
| Fig Financial Advisory Services Inc. | 0.95% | New | 25,106 | $1.6M |
| Sterling Investment Advisors, Ltd. | 0.26% | Add +8.1% | 23,800 | $1.5M |
| Silver Oak Securities, Incorporated | 0.08% | Add +24.7% | 20,680 | $1.3M |
| NTV Asset Management LLC | 0.11% | Reduce -6.7% | 17,083 | $1.1M |
| Equitable Holdings, Inc. | 0.01% | New | 15,327 | $991K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -11.2% | 13,057 | $844K |
| BOK Financial Private Wealth, Inc. | 0.04% | No change | 13,000 | $840K |
| Royal Bank of Canada | 0.00% | Reduce -0.2% | 11,571 | $748K |
| Elevation Point Wealth Partners, LLC | 0.01% | Add +25.9% | 11,225 | $726K |
| DAVENPORT & Co LLC | 0.00% | No change | 11,100 | $718K |
| Vestmark Advisory Solutions, Inc. | 0.01% | Add +0.6% | 8,898 | $575K |
| Prospera Financial Services Inc | 0.01% | New | 8,872 | $573K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | New | 8,774 | $567K |
| Range Advisory, LLC | 0.07% | Add +0.8% | 8,464 | $547K |
| Phoenix Wealth Advisors | 0.18% | Reduce -0.5% | 8,390 | $542K |
| Kestra Advisory Services, LLC | 0.00% | Add +1.2% | 8,282 | $535K |
| Savant Capital, LLC | 0.00% | New | 8,035 | $527K |
| McGuire Investment Group, LLC | 0.04% | Reduce -14.2% | 7,550 | $488K |
| Carlson Financial, Inc. | 0.25% | Reduce -0.0% | 7,448 | $482K |
| Brown Advisory Inc. | 0.00% | New | 7,250 | $469K |
| MSH Capital Advisors LLC | 0.08% | New | 7,140 | $462K |
| Osaic Holdings, Inc. | 0.00% | Reduce -20.7% | 7,090 | $458K |
| Independent Financial Group, LLC | 0.01% | Add +3.2% | 6,190 | $400K |
| Two Sigma Investments, LP | 0.00% | New | 6,000 | $388K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +17.2% | 5,468 | $354K |
| BlackDiamond Wealth Management, LLC | 0.14% | New | 5,082 | $341K |
| Farther Finance Advisors, LLC | 0.00% | No change | 4,978 | $322K |
| Beacon Pointe Advisors, LLC | 0.00% | New | 4,949 | $320K |
| Retirement Planning Co of New England, Inc. | 0.10% | Reduce -2.7% | 4,438 | $287K |
| Intrepid Financial Planning Group LLC | 0.09% | New | 4,139 | $268K |
| Fulcrum Equity Management | 0.21% | New | 4,074 | $263K |
| Keystone Financial Group | 0.02% | No change | 4,000 | $259K |
| Ally Invest Advisors Inc. | 0.01% | Reduce -15.2% | 3,581 | $232K |
| Cherry Creek Investment Advisors, Inc. | 0.09% | New | 3,447 | $223K |
| CDKV Holdings LLC | 0.13% | Reduce -3.7% | 2,580 | $167K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 1,086 | $70K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -2.1% | 1,034 | $67K |
| US Bancorp \de | 0.00% | No change | 1,000 | $65K |
| Harbor Investment Advisory, LLC | 0.00% | New | 450 | $29K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | No change | 350 | $23K |
| PNC Financial Services Group, Inc. | 0.00% | Add +32.5% | 265 | $17K |
| Arax Advisory Partners | 0.00% | New | 210 | $14K |
| Axiom Investment Management LLC | 0.01% | New | 180 | $12K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 180 | $12K |
| Asset Dedication, LLC | 0.00% | No change | 167 | $11K |
| Bank of Montreal | 0.00% | No change | 100 | $6K |
| First Command Advisory Services, Inc. | 0.00% | No change | 100 | $6K |
| Salomon & Ludwin, LLC | 0.00% | No change | 100 | $6K |
| Institute for Wealth Management, LLC. | 0.00% | New | 66 | $4K |
| Global Retirement Partners, LLC | 0.00% | — | 60 | $4K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | No change | 59 | $4K |
| Spire Wealth Management | 0.00% | No change | 53 | $3K |
| AE Wealth Management LLC | 0.00% | New | 15 | $970 |
| Triumph Capital Management | 0.00% | New | 10 | $646 |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 10 | $640 |
| Fiduciary Financial Advisors | 0.00% | New | 4 | $268 |