| MORGAN STANLEY | 4M | $195.1M | $2.54M | Added$25.9M |
| PNC Financial Services Group, Inc. | 307.8K | $15M | $221.6K | Cut−$1.35M |
| BANK OF AMERICA CORP /DE/ | 287.8K | $14M | $207.2K | Cut−$1.71M |
| JPMORGAN CHASE & CO | 143.6K | $6.84M | −$54.6K | Cut−$467.8K |
| WELLS FARGO & COMPANY/MN | 103.6K | $5.05M | $73.4K | Added$155.7K |
| AMERIPRISE FINANCIAL INC | 102.5K | $5M | $73.8K | Added$29.7K |
| Flagship Capital Management Inc. | 102.3K | $4.99M | $73.7K | Added$19.3K |
| UBS Group AG | 102.2K | $4.98M | $73.6K | Cut−$965.6K |
| OPPENHEIMER ASSET MANAGEMENT INC. | 92.7K | $4.52M | $66.5K | Added$84.7K |
| DEUTSCHE BANK AG\ | 82.7K | $4.03M | $59.5K | Added$21.1K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 81.9K | $3.99M | $59K | Cut−$3.3K |
| ROYAL BANK OF CANADA | 79.7K | $3.88M | $58.2K | Cut−$1.73M |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | 49.6K | $2.42M | $35.8K | Cut−$736.6K |
| Cooksen Wealth, LLC | 45.3K | $2.21M | $32.6K | Cut−$138.8K |
| RAYMOND JAMES FINANCIAL INC | 43.5K | $2.12M | $27K | Added$321.1K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 42.8K | $2.09M | $30.8K | Cut−$572.3K |
| Banco Santander, S.A. | 39.5K | $1.92M | $28.4K | Cut−$631.8K |
| Berkeley, Inc | 31K | $1.51M | $22.3K | Cut−$76.5K |
| TRUIST FINANCIAL CORP | 27.9K | $1.36M | $20.1K | Cut−$40.4K |
| STIFEL FINANCIAL CORP | 27.4K | $1.34M | $18.8K | Added$84.7K |
| Summit Asset Management, LLC | 27.1K | $1.32M | $19.5K | Cut−$30.4K |
| World Investment Advisors | 26.3K | $1.28M | $18.8K | Added$26.7K |
| LPL Financial LLC | 25.6K | $1.25M | $16K | Added$182K |
| JONES FINANCIAL COMPANIES LLLP | 19K | $894.6K | −$13K | Added$187K |
| Fiduciary Planning LLC | 17.9K | $873K | $12.9K | Cut−$41.9K |
| Rockefeller Capital Management L.P. | 17.6K | $859.3K | $12.6K | Added$18.4K |
| Empower Advisory Group, LLC | 16.9K | $824.9K | $12.2K | Added$12.2K |
| Consilium Wealth Advisory, LLC | 16.9K | $824.5K | $12.2K | Added$12.2K |
| FIFTH THIRD BANCORP | 15.1K | $736.4K | — | New |
| OSAIC HOLDINGS, INC. | 13.8K | $671.1K | $9.37K | Added$46.1K |
| Cetera Investment Advisers | 13.4K | $655.2K | $9.68K | Added$7.04K |
| Cerity Partners LLC | 13.4K | $655K | $9.69K | Cut−$344.3K |
| Beacon Pointe Advisors, LLC | 13.3K | $646K | — | New |
| ENVESTNET ASSET MANAGEMENT INC | 12.1K | $589.6K | $8.71K | Cut−$248.6K |
| Concurrent Investment Advisors, LLC | 11.6K | $565.7K | $7.52K | Added$64.1K |
| Robertson Stephens Wealth Management, LLC | 10.7K | $519.1K | $7.67K | Added$7.67K |
| BigSur Wealth Management LLC | 8.54K | $416.3K | $6.15K | Added$6.15K |
| Peregrine Asset Advisers, Inc. | 8.51K | $414.4K | $6.12K | Added$6.12K |
| FIRST UNITED BANK & TRUST | 7K | $341K | $5.04K | Added$5.04K |
| M&T Bank Corp | 6.96K | $339K | $5.01K | Added$5.01K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 6.61K | $321.9K | $598 | Added$282.1K |
| Ifrah Financial Services, Inc. | 6.49K | $316.3K | $4.65K | Cut−$2.17K |
| Fidelity | 6.28K | $305.7K | $2.64K | Added$130.2K |
| Private Advisor Group, LLC | 5.36K | $261K | $3.86K | Added$3.86K |
| Creative Planning | 4.96K | $241.9K | $3.46K | Added$10.9K |
| KINGSWOOD WEALTH ADVISORS, LLC | 4.85K | $236.3K | — | New |
| Cypress Wealth Services, LLC | 4.54K | $221.2K | $3.27K | Added$3.27K |
| HT Partners LLC | 4.17K | $203K | — | New |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 3.6K | $182.4K | $4.21K | Added$4.21K |
| Aptus Capital Advisors, LLC | 3.47K | $168.9K | $2.5K | Cut−$17.4K |
| Steward Partners Investment Advisory, LLC | 2.49K | $121.4K | $1.52K | Added$20.4K |
| US BANCORP \DE\ | 2.45K | $119.4K | $1.74K | Added$3.4K |
| Activest Wealth Management | 2.11K | $102.7K | $1.52K | Added$1.52K |
| BLAIR WILLIAM & CO/IL | 2.09K | $101.9K | $1.51K | Added$1.51K |
| HARBOUR INVESTMENTS, INC. | 2.06K | $100.5K | $1.38K | Added$8.69K |
| PRIVATE TRUST CO NA | 1.72K | $83.7K | $1.24K | Added$1.24K |
| Hilltop National Bank | 1.64K | $79.9K | $1.18K | Cut−$3.76K |
| Golden State Equity Partners | 1.56K | $76.1K | — | New |
| Colonial Trust Co / SC | 1.23K | $59.8K | $883 | Added$883 |
| Harbor Asset Planning, Inc. | 764 | $37.2K | $550 | Added$550 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 690 | $33.6K | $497 | Added$497 |
| Wilmington Savings Fund Society, FSB | 600 | $29.2K | $432 | Added$432 |
| Blue Trust, Inc. | 592 | $28.8K | $426 | Added$426 |
| Ashton Thomas Private Wealth, LLC | 500 | $24.4K | — | New |
| Private Wealth Asset Management, LLC | 477 | $23.2K | $343 | Added$343 |
| Allworth Financial LP | 416 | $20.3K | $300 | Added$300 |
| Federation des caisses Desjardins du Quebec | 325 | $15.8K | $234 | Added$234 |
| Advisory Services Network, LLC | 238 | $11.6K | — | New |
| Qube Research & Technologies Ltd | 176 | $8.57K | $95 | Added$2.29K |
| NATIONAL BANK OF CANADA /FI/ | 170 | $8.27K | $124 | Added$124 |
| PlanVest Financial, Inc | 147 | $7.16K | — | Held |
| SIMPLEX TRADING, LLC | 115 | $5.6K | — | New |
| Thrivent Financial for Lutherans | 114.6K | $5.58K | $72 | Added$812 |
| Parallel Advisors, LLC | 83 | $4.04K | $60 | Added$60 |
| IFP Advisors, Inc | 50 | $2.44K | $36 | Cut−$10.9K |
| CWM, LLC | 48 | $2.34K | $2.34K | Added$2.34K |
| Nemes Rush Group LLC | 44 | $2.14K | $32 | Added$32 |
| Harel Insurance Investments & Financial Services Ltd. | 42.1K | $2.04K | $6 | Added$1.4K |
| Vermillion Wealth Management, Inc. | 30 | $1.48K | $22 | Added$22 |
| Tower Research Capital LLC (TRC) | 19 | $926 | — | New |
| Cambridge Investment Research Advisors, Inc. | 15.3K | $744 | $11 | Cut−$221 |
| VANGUARD ADVISERS INC | 14 | $682 | — | Held |
| Sierra Capital LLC | 9.9K | $482 | $6 | Cut−$63 |
| Arkos Global Advisors | 2.57K | $125 | — | New |