| AMERIPRISE FINANCIAL INC | 896.9K | $90.9M | $68K | Added$90M |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | 655.3K | $66.2M | $4.17M | Added$2.51M |
| MORGAN STANLEY | 449.6K | $45.4M | $2.61M | Added$6.6M |
| DEUTSCHE BANK AG\ | 300.1K | $30.3M | $1.87M | Added$2.47M |
| JPMORGAN CHASE & CO | 304.6K | $30M | $1.17M | Added$944K |
| AFFINITY WEALTH MANAGEMENT LLC | 146.9K | $14.8M | $934.5K | Added$791.5K |
| BANK OF AMERICA CORP /DE/ | 92.2K | $9.31M | $546K | Added$1.19M |
| CIBC Bancorp USA Inc. | 62K | $6.26M | — | Held |
| Ameliora Wealth Management Ltd. | 55.9K | $5.64M | $344K | Added$525.5K |
| PNC Financial Services Group, Inc. | 54.1K | $5.46M | $344K | Cut−$434.4K |
| JANE STREET GROUP, LLC | 51.8K | $5.24M | $27.7K | Added$4.83M |
| WELLS FARGO & COMPANY/MN | 49.5K | $5M | $311.4K | Added$369.8K |
| Robertson Stephens Wealth Management, LLC | 42K | $4.24M | $267.2K | Added$245.2K |
| Financial Enhancement Group LLC | 32.7K | $3.55M | $252.5K | Added$165.6K |
| UBS Group AG | 33.1K | $3.34M | $178.2K | Added$689K |
| Summit Financial, LLC | 30.3K | $3.06M | $183.5K | Added$326.6K |
| RAYMOND JAMES FINANCIAL INC | 26.9K | $2.72M | $147.5K | Added$519.5K |
| LPL Financial LLC | 24.5K | $2.48M | $143.5K | Added$341.6K |
| CERTUITY, LLC | 23.5K | $2.37M | $149.4K | Added$149.4K |
| Citadel | 18.9K | $1.91M | — | New |
| Onyx Bridge Wealth Group LLC | 17.6K | $1.78M | $48.4K | Added$1.06M |
| ELEVATUS WELATH MANAGEMENT | 16.1K | $1.63M | $90.4K | Added$286.9K |
| KKM Financial LLC | 13.2K | $1.25M | $0 | Held |
| OSAIC HOLDINGS, INC. | 9.41K | $950.8K | $59.5K | Added$64.5K |
| LAUREL OAK WEALTH MANAGEMENT, LLC | 9.14K | $923.4K | $56.7K | Added$80.2K |
| Next Level Private LLC | 8.49K | $857.9K | $54K | Added$54K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 8.38K | $846.9K | — | New |
| COOKSON PEIRCE & CO INC | 8.21K | $829K | $50.3K | Added$80.9K |
| Kestra Advisory Services, LLC | 6.35K | $641.2K | $34.6K | Added$126.2K |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 6.13K | $636.1K | $55.9K | Added$55.9K |
| ROYAL BANK OF CANADA | 5.75K | $581K | $36.2K | Cut−$2.44M |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 5.11K | $541.3K | $40.5K | Added$40.5K |
| Almanack Investment Partners, LLC. | 5.25K | $530.4K | $33.4K | Added$33.4K |
| HighTower Advisors, LLC | 5.05K | $510.2K | $32.1K | Added$32.1K |
| SHEETS SMITH WEALTH MANAGEMENT | 4.71K | $476.1K | $30K | Cut−$9.68K |
| Cetera Investment Advisers | 4.41K | $445.9K | $28.1K | Cut−$124.9K |
| NOESIS CAPITAL MANGEMENT CORP | 4.25K | $429.1K | $27K | Added$27K |
| GFG Capital, LLC | 4.19K | $422.9K | $26.6K | Added$8.64K |
| Merit Financial Group, LLC | 4.12K | $416.7K | $26.2K | Cut−$40.6K |
| MERCER GLOBAL ADVISORS INC /ADV | 4.1K | $413.8K | — | New |
| FIRST CITIZENS BANK & TRUST CO | 3.89K | $392.9K | $24.7K | Added$24.7K |
| Icahn Capital | 3.85K | $388.5K | $24.5K | Cut−$42.4K |
| Bank of New York Mellon Corp | 3.5K | $353.7K | $22.3K | Added$22.3K |
| SILVIA MCCOLL WEALTH MANAGEMENT, LLC | 3.5K | $353.6K | $22.3K | Added$22.3K |
| Creative Planning | 2.35K | $236.9K | $14.9K | Added$14.9K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 2.33K | $235.6K | $14.2K | Added$23.7K |
| Wealthcare Advisory Partners LLC | 2.02K | $203.8K | — | New |
| FIRST UNITED BANK & TRUST | 1K | $101K | $6.36K | Added$6.36K |
| Fidelity | 908 | $91.8K | $2.36K | Added$56.2K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 860 | $86.9K | $5.49K | Cut−$207.7K |
| FIFTH THIRD BANCORP | 831 | $83.9K | — | New |
| BANK OF MONTREAL /CAN/ | 700 | $70.7K | — | New |
| Union Bancaire Privee, UBP SA | 676 | $66.6K | — | New |
| Rockefeller Capital Management L.P. | 590 | $59.6K | $3.75K | Added$3.75K |
| Colonial Trust Co / SC | 400 | $40.4K | $2.54K | Added$2.54K |
| MAI Capital Management | 350 | $35.4K | $2.23K | Added$2.23K |
| Smartleaf Asset Management LLC | 338 | $33.3K | — | New |
| Steward Partners Investment Advisory, LLC | 326 | $33K | $2.08K | Added$2.08K |
| BlackRock, Inc. | 321 | $32.4K | $2.04K | Added$2.04K |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 230 | $23.2K | $1.46K | Added$1.46K |
| Private Wealth Management Group, LLC | 200 | $20.2K | $1.27K | Added$1.27K |
| Advisory Services Network, LLC | 139 | $14K | — | New |
| Qube Research & Technologies Ltd | 123 | $12.4K | $783 | Cut−$3.85K |
| SHP Wealth Management | 52 | $5.25K | $331 | Added$331 |
| AE Wealth Management LLC | 30 | $3.03K | $191 | Cut−$377 |
| FLOW TRADERS U.S. LLC | 29K | $2.93K | $34 | Added$2.43K |
| PITTENGER & ANDERSON INC | 12 | $1.21K | — | New |
| Janney Montgomery Scott LLC | 5.75K | $581 | $36 | Added$36 |
| HUNTINGTON NATIONAL BANK | 1 | $101 | $6 | Added$6 |