| Raymond James Trust N.A. | 14,731 | $463.0K | 0.02% | +14,731 | New |
| Moors & Cabot, Inc. | 14,186 | $446.3K | 0.03% | +14,186 | New |
| Veriti Management LLC | 14,155 | $445.3K | 0.06% | +14,155 | New |
| AIA Group Ltd | 14,097 | $443.5K | 0.03% | +14,097 | New |
| Basso Capital Management, L.P. | 13,750 | $432.6K | 0.46% | +13,750 | New |
| Vestmark Advisory Solutions, Inc. | 13,487 | $424.3K | 0.02% | +13,487 | New |
| Whittier Trust Co | 13,390 | $421.1K | 0.01% | +13,390 | New |
| Lombard Odier Asset Management (Switzerland) SA | 9,860 | $419.8K | 0.03% | +9,860 | New |
| Legacy Private Trust Co. | 13,050 | $410.6K | 0.04% | +13,050 | New |
| First Pacific Financial | 12,981 | $408.4K | 0.20% | +12,981 | New |
| Crawford Investment Counsel Inc | 12,825 | $403.5K | 0.01% | +12,825 | New |
| Lorne Steinberg Wealth Management Inc. | 12,643 | $397.5K | 0.17% | +12,643 | New |
| Gulf International Bank (UK) Ltd | 12,542 | $394.0K | 0.01% | +12,542 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 12,305 | $387.0K | 0.01% | +12,305 | New |
| Douglas Lane & Associates, LLC | 12,250 | $385.4K | 0.01% | +12,250 | New |
| Value Partners Investments Inc. | 12,246 | $385.0K | 0.03% | +12,246 | New |
| Resonant Capital Advisors, LLC | 12,222 | $384.5K | 0.05% | +12,222 | New |
| TBH Global Asset Management, LLC | 12,190 | $383.5K | 0.09% | +12,190 | New |
| Schechter Investment Advisors, LLC | 12,103 | $380.7K | 0.03% | +12,103 | New |
| Apexium Financial, LP | 12,044 | $378.9K | 0.04% | +12,044 | New |
| Banque Pictet & Cie SA | 12,000 | $377.1K | 0.00% | +12,000 | New |
| Jackson Square Capital, LLC | 11,916 | $374.5K | 0.18% | +11,916 | New |
| Levin Capital Strategies, L.P. | 11,656 | $366.7K | 0.05% | +11,656 | New |
| Beacon Pointe Advisors, LLC | 11,650 | $366.5K | 0.01% | +11,650 | New |
| HB Wealth Management, LLC | 11,587 | $364.5K | 0.01% | +11,587 | New |
| Heron Bay Capital Management | 11,586 | $364.5K | 0.23% | +11,586 | New |
| Voya Financial Advisors, Inc. | 11,280 | $361.4K | 0.05% | +11,280 | New |
| Clifford Swan Investment Counsel LLC | 11,298 | $355.4K | 0.02% | +11,298 | New |
| Glenview Trust Co | 11,294 | $355.3K | 0.01% | +11,294 | New |
| JustInvest LLC | 11,241 | $353.6K | 0.01% | +11,241 | New |
| Whittier Trust Co of Nevada Inc | 11,161 | $351.0K | 0.01% | +11,161 | New |
| Integrated Wealth Concepts LLC | 11,133 | $350.0K | 0.01% | +11,133 | New |
| Fisher Asset Management, LLC | 11,098 | $349.0K | 0.00% | +11,098 | New |
| Firethorn Wealth Partners, LLC | 10,991 | $345.8K | 0.29% | +10,991 | New |
| Kestra Private Wealth Services, LLC | 10,909 | $343.2K | 0.02% | +10,909 | New |
| MML Investors Services, LLC | 10,835 | $341.0K | 0.00% | +10,835 | New |
| Meritage Portfolio Management | 10,754 | $338.0K | 0.03% | +10,754 | New |
| Wolverine Asset Management LLC | 10,695 | $336.5K | 0.01% | +10,695 | New |
| Pacer Advisors, Inc. | 10,510 | $330.6K | 0.00% | +10,510 | New |
| Next Capital Management LLC | 10,500 | $330.0K | 0.18% | +10,500 | New |
| Mattern Wealth Management LLC | 10,484 | $329.8K | 0.13% | +10,484 | New |
| waypoint wealth counsel | 10,482 | $329.8K | 0.27% | +10,482 | New |
| 4J Wealth Management LLC | 10,294 | $323.8K | 0.38% | +10,294 | New |
| Sowell Financial Services LLC | 10,223 | $322.0K | 0.02% | +10,223 | New |
| Garrison Point Advisors, LLC | 10,125 | $318.5K | 0.26% | +10,125 | New |
| Bluefin Capital Management, LLC | 10,050 | $316.2K | 0.06% | +10,050 | New |
| Skba Capital Management LLC | 10,007 | $314.8K | 0.06% | +10,007 | New |
| M&T Bank Corp | 9,848 | $309.7K | 0.00% | +9,848 | New |
| InterOcean Capital Group, LLC | 9,838 | $309.5K | 0.01% | +9,838 | New |
| Segment Wealth Management, LLC | 9,744 | $306.5K | 0.04% | +9,744 | New |
| We Are One Seven, LLC | 9,648 | $303.5K | 0.03% | +9,648 | New |
| Cary Street Partner Investment Advisory LLC | 9,572 | $301.1K | 0.02% | +9,572 | New |
| Gsa Capital Partners LLP | 9,540 | $300.0K | 0.04% | +9,540 | New |
| Financial Perspectives, Inc | 9,494 | $298.7K | 0.15% | +9,494 | New |
| Sequoia Financial Advisors, LLC | 9,469 | $297.9K | 0.01% | +9,469 | New |
| YorkBridge Wealth Partners, LLC | 9,457 | $297.5K | 0.08% | +9,457 | New |
| Alpha Paradigm Partners, LLC | 9,312 | $293.0K | 0.12% | +9,312 | New |
| Laurel Wealth Advisors, Inc. | 9,280 | $292.0K | 0.03% | +9,280 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 9,100 | $286.1K | 0.00% | +9,100 | New |
| Everett Harris & Co | 9,090 | $286.0K | 0.00% | +9,090 | New |
| Cross Staff Investments Inc | 9,085 | $285.8K | 0.30% | +9,085 | New |
| Kraematon Investment Advisors, Inc | 9,036 | $284.3K | 0.31% | +9,036 | New |
| Two Sigma Advisers, LP | 9,000 | $283.1K | 0.00% | +9,000 | New |
| Park Place Capital Corp | 9,004 | $283.0K | 0.08% | +9,004 | New |
| Ritholtz Wealth Management | 8,972 | $282.2K | 0.02% | +8,972 | New |
| Park Avenue Securities LLC | 8,833 | $278.0K | 0.00% | +8,833 | New |
| AMG National Trust Bank | 8,822 | $277.5K | 0.01% | +8,822 | New |
| FirstPurpose Wealth LLC | 8,798 | $276.8K | 0.15% | +8,798 | New |
| Citizens Financial Group Inc | 8,703 | $273.8K | 0.01% | +8,703 | New |
| IHT Wealth Management, LLC | 6,360 | $270.8K | 0.02% | +6,360 | New |
| Leonteq Securities AG | 8,501 | $267.4K | 0.01% | +8,501 | New |
| Focus Financial Network, Inc. | 8,424 | $265.0K | 0.02% | −808−8.8% | Reduced |
| Bailard, Inc. | 8,394 | $264.1K | 0.01% | +8,394 | New |
| Financial Counselors Inc | 8,272 | $260.0K | 0.01% | +8,272 | New |
| Boston Financial Mangement LLC | 8,260 | $259.9K | 0.01% | +8,260 | New |
| Fortis Advisors, LLC | 8,250 | $259.5K | 0.20% | +8,250 | New |
| Crestmont Private Wealth LLC | 7,953 | $250.2K | 0.17% | +7,953 | New |
| Joel Isaacson & Co., LLC | 7,829 | $246.3K | 0.02% | +7,829 | New |
| Vivaldi Capital Management, LLC | 7,275 | $246.2K | 0.06% | +7,275 | New |
| Pembroke Management, LTD | 5,759 | $245.2K | 0.03% | +5,759 | New |
| Fishman Jay A Ltd | 7,562 | $237.9K | 0.03% | +7,562 | New |
| Global Wealth Management Investment Advisory, Inc. | 7,557 | $237.7K | 0.08% | +7,557 | New |
| Intercontinental Wealth Advisors, LLC | 7,468 | $234.7K | 0.07% | +7,468 | New |
| Frisch Financial Group, Inc. | 7,352 | $231.0K | 0.09% | +7,352 | New |
| GYL Financial Synergies, LLC | 7,291 | $229.4K | 0.05% | +7,291 | New |
| Clearstead Advisors, LLC | 8,122 | $227.7K | 0.02% | +8,122 | New |
| U.S. Capital Wealth Advisors, LLC | 7,214 | $227.0K | 0.01% | +7,214 | New |
| Lindbrook Capital, LLC | 7,178 | $225.8K | 0.03% | +7,178 | New |
| Bartlett & Co. LLC | 7,114 | $224.0K | 0.00% | +7,114 | New |
| Bartlett & Co. Wealth Management LLC | 7,114 | $223.8K | 0.00% | +7,114 | New |
| Essex Financial Services, Inc. | 7,055 | $221.0K | 0.02% | +7,055 | New |
| Gotham Asset Management, LLC | 7,021 | $220.9K | 0.01% | +7,021 | New |
| Pathstone Family Office, LLC | 11,339 | $220.2K | 0.00% | +11,339 | New |
| D.A. Davidson & Co. | 6,982 | $219.8K | 0.00% | +6,982 | New |
| Westwood Holdings Group Inc. | 6,921 | $218.0K | 0.00% | +6,921 | New |
| Arcus Capital Partners, LLC | 6,805 | $214.1K | 0.09% | +6,805 | New |
| Tradewinds, LLC. | 2,943 | $211.7K | 0.22% | +2,943 | New |
| Griffin Asset Management, Inc. | 6,648 | $209.1K | 0.03% | +6,648 | New |
| RE Dickinson Investment Advisors, LLC | 6,658 | $209.0K | 0.09% | +6,658 | New |
| Lincoln National Corp | 6,565 | $206.5K | 0.00% | +6,565 | New |
