| BlackRock, Inc. | 1.99M | $81.2M | −$1.53M | Cut−$59M |
| OLD MISSION CAPITAL LLC | 1.43M | $58.4M | — | New |
| JANE STREET GROUP, LLC | 887.7K | $36.2M | — | New |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 816.9K | $33.3M | −$603.7K | Added$315.4K |
| Bank of New York Mellon Corp | 788.7K | $32.2M | −$504.6K | Added$4.94M |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | 571.5K | $23.3M | −$297.1K | Added$7.28M |
| Checchi Capital Advisers, LLC | 561.4K | $22.9M | −$432.3K | Cut−$2.73M |
| NORTHERN TRUST CORP | 400K | $16.3M | −$69.6K | Added$12.6M |
| UBS Group AG | 339.5K | $13.9M | −$107.1K | Added$8.07M |
| ENVESTNET ASSET MANAGEMENT INC | 311.4K | $12.7M | −$213.5K | Added$1.18M |
| Leo Wealth, LLC | 309K | $12.6M | −$107.5K | Added$6.89M |
| STERLING INVESTMENT ADVISORS LLC /ADV | 276.1K | $11.3M | −$211.5K | Cut−$149K |
| Motley Fool Wealth Management, LLC | 273K | $11.1M | −$189.1K | Added$933.8K |
| Calamos Advisors LLC | 230.4K | $9.4M | −$177.4K | Cut−$177.4K |
| ROYAL BANK OF CANADA | 225.3K | $9.19M | −$138.8K | Added$1.73M |
| PRINCIPAL FINANCIAL GROUP INC | 220K | $8.98M | −$169.4K | Cut−$169.4K |
| LPL Financial LLC | 212.5K | $8.67M | −$163.6K | Cut−$2.83M |
| BANK OF AMERICA CORP /DE/ | 199.2K | $8.13M | −$140.3K | Added$555K |
| WELLS FARGO & COMPANY/MN | 172.6K | $7.04M | −$103.7K | Added$1.45M |
| FRANKLIN RESOURCES INC | 171.8K | $7.01M | −$125.2K | Added$250.2K |
| LAM GROUP, INC. | 133.3K | $5.44M | −$94.1K | Added$359.2K |
| Lifetime Wealth Management P.C. | 111.6K | $4.55M | −$86K | Cut−$235.2K |
| Sarasin & Partners LLP | 107.2K | $4.37M | — | New |
| MASECO LLP | 96.8K | $3.95M | −$73.6K | Cut−$1.25M |
| MORGAN STANLEY | 95.5K | $3.89M | −$60.1K | Added$649.1K |
| New Capital Management LP | 89.8K | $3.66M | −$48.8K | Added$1.03M |
| Walkner Condon Financial Advisors LLC | 86.5K | $3.53M | −$14.4K | Added$2.72M |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 81.2K | $3.29M | −$89.9K | Cut−$89.9K |
| Liberty Atlantic Advisors LLC | 76.2K | $3.11M | −$34.4K | Added$1.25M |
| Sanctuary Advisors, LLC | 72.5K | $2.96M | −$46.8K | Added$429.8K |
| Haven Private, LLC | 53.3K | $2.18M | −$41.1K | Cut−$175.3K |
| Obsido Oy | 52.2K | $2.13M | −$39.4K | Added$5.69K |
| Bank Julius Baer & Co. Ltd, Zurich | 46.6K | $1.9M | −$21.1K | Added$762.4K |
| MML INVESTORS SERVICES, LLC | 45.1K | $1.84M | −$34.7K | Cut−$636.8K |
| Cetera Investment Advisers | 43.6K | $1.78M | −$27.8K | Added$278.4K |
| RHS Financial, LLC | 41.7K | $1.7M | −$22.5K | Added$484.4K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 39.7K | $1.62M | −$6.72K | Added$1.26M |
| GUIDANCE CAPITAL, INC | 38K | $1.58M | −$4.09K | Added$1.22M |
| Union Bancaire Privee, UBP SA | 38.4K | $1.53M | −$40.2K | Added$522.1K |
| Citadel | 37.1K | $1.51M | −$14.7K | Added$720.7K |
| Nilsine Partners, LLC | 35.4K | $1.49M | $15.2K | Added$15K |
| Wealth Advisory Solutions, LLC | 36.3K | $1.48M | — | New |
| KITCHING PARTNERS, LLC | 35.6K | $1.45M | −$21.7K | Added$280.3K |
| Pictet North America Advisors SA | 33.8K | $1.38M | −$23.6K | Added$103.6K |
| VICUS CAPITAL | 33.3K | $1.36M | −$20.3K | Added$264.5K |
| VIEWPOINT INVESTMENT PARTNERS CORP | 31.7K | $1.29M | −$24.4K | Cut−$436K |
| OPPENHEIMER & CO INC | 30.4K | $1.24M | −$23.4K | Cut−$35.3K |
| Fidelity | 30.2K | $1.23M | −$19.5K | Added$178.7K |
| AMERIPRISE FINANCIAL INC | 29.3K | $1.2M | −$22.6K | Cut−$49.7K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 27.8K | $1.14M | −$21.9K | Cut−$338.6K |
| RWA WEALTH PARTNERS, LLC | 26.6K | $1.08M | −$20.5K | Cut−$6.52M |
| BARINGS LLC | 25.7K | $1.05M | — | New |
| Keystone Global Partners, LLC | 23.4K | $956.8K | — | New |
| RAYMOND JAMES FINANCIAL INC | 22.9K | $934K | −$17.6K | Cut−$134.8K |
| Alteri Wealth LLC | 19.7K | $803.4K | — | New |
| OAK FAMILY ADVISORS, LLC | 17K | $692.2K | −$13.1K | Cut−$251.5K |
| Whitcomb & Hess, Inc. | 15.6K | $634.8K | −$14.4K | Added$4.56K |
| JPMORGAN CHASE & CO | 15K | $607K | −$17.3K | Cut−$108.2K |
| D.A. DAVIDSON & CO. | 14.4K | $588.6K | −$11.1K | Cut−$12.1K |
| Focus Partners Wealth | 13.5K | $552.2K | — | New |
| BARCLAYS PLC | 13.3K | $544.7K | — | New |
| Mirae Asset Global Investments Co., Ltd. | 12.6K | $514.1K | −$2.54K | Added$376.9K |
| Chesley Taft & Associates LLC | 12.2K | $495.9K | −$8.06K | Added$60.7K |
| M&T Bank Corp | 11.9K | $484.7K | −$8.88K | Added$5.4K |
| Comprehensive Money Management Services LLC | 11.6K | $472.3K | −$8.91K | Cut−$8.91K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11.4K | $464K | — | New |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 10.9K | $445.7K | −$5.8K | Added$132.8K |
| Purpose Unlimited Inc. | 10.8K | $438.6K | — | New |
| EverSource Wealth Advisors, LLC | 10.7K | $434.6K | −$5.88K | Added$117.5K |
| Fisher Asset Management, LLC | 10.6K | $431.6K | −$7.9K | Added$5.32K |
| BANK OF MONTREAL /CAN/ | 10.2K | $418.1K | −$7.89K | Cut−$202.3K |
| Pathstone Holdings, LLC | 9.93K | $405K | −$7.64K | Cut−$7.64K |
| Maridea Wealth Management LLC | 9.88K | $403.3K | — | New |
| CHAPMAN FINANCIAL GROUP, LLC | 9.55K | $389.7K | — | New |
| WBH ADVISORY INC | 9.32K | $381.9K | −$5.4K | Cut−$8.06K |
| Trivium Point Advisory, LLC | 8.75K | $357K | −$4.7K | Added$103.4K |
| SCOTIA CAPITAL INC. | 7.86K | $320.6K | −$5.86K | Added$4.13K |
| Cerity Partners LLC | 7.33K | $299K | — | New |
| Rosenberg Matthew Hamilton | 6.93K | $282.9K | −$5.34K | Cut−$6.42K |
| Farther Finance Advisors, LLC | 6.65K | $272.7K | −$1.63K | Added$156.2K |
| Arkadios Wealth Advisors | 6.61K | $269.5K | — | New |
| OSAIC HOLDINGS, INC. | 6.56K | $267.8K | −$4.54K | Added$24K |
| Modera Wealth Management, LLC | 6.52K | $266K | −$5.02K | Cut−$5.02K |
| TRUIST FINANCIAL CORP | 6.41K | $261.6K | −$4.22K | Added$33.6K |
| Composition Wealth, LLC | 6.26K | $255.5K | — | New |
| Insight Advisors, LLC/ PA | 6.12K | $249.7K | −$4.68K | Cut−$2.68K |
| MILLENNIUM MANAGEMENT LLC | 5.77K | $235.5K | — | New |
| Tortoise Investment Management, LLC | 5.75K | $234.6K | −$4.43K | Cut−$4.43K |
| CITY NATIONAL BANK OF FLORIDA /MSD | 5.09K | $207.6K | −$3.92K | Cut−$3.92K |
| FIFTH THIRD BANCORP | 4.88K | $199.1K | — | New |
| WHITTIER TRUST CO OF NEVADA INC | 4.81K | $197.5K | — | New |
| AE Wealth Management LLC | 4.09K | $166.9K | −$3.15K | Cut−$3.15K |
| Compagnie Lombard Odier SCmA | 3.7K | $151K | −$1.16K | Added$88.6K |
| Rockefeller Capital Management L.P. | 2.98K | $121.5K | −$672 | Added$85.2K |
| CITIGROUP INC | 2.83K | $115.6K | −$2.18K | Cut−$15K |
| CWM, LLC | 2.46K | $100.2K | $2.89K | Added$100.2K |
| Transamerica Financial Advisors, LLC | 2.2K | $89.9K | −$1.67K | Cut−$1.22K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 1.51K | $61.7K | −$1.16K | Cut−$1.16K |
| PRIVATE TRUST CO NA | 1.33K | $54.4K | −$1.03K | Cut−$61.5K |
| Qube Research & Technologies Ltd | 1.18K | $48.1K | −$158 | Added$39.5K |
| FEDERATED HERMES, INC. | 1.05K | $42.7K | −$806 | Cut−$329.5K |
| NATIONAL BANK OF CANADA /FI/ | 969 | $39.5K | −$756 | Cut−$80.1K |
| CoreCap Advisors, LLC | 882 | $36K | −$679 | Cut−$679 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 723 | $29.5K | — | New |
| Steward Partners Investment Advisory, LLC | 623 | $25.4K | −$480 | Cut−$480 |
| Advisory Services Network, LLC | 534 | $21.8K | — | New |
| Red Tortoise LLC | 521 | $21.3K | −$401 | Cut−$401 |
| TD Waterhouse Canada Inc. | 350 | $14.3K | — | New |
| NewEdge Advisors, LLC | 11K | $11K | −$445.3K | Cut−$451.9K |
| Bogart Wealth, LLC | 269 | $11K | −$207 | Cut−$207 |
| FOSTER & MOTLEY INC | 255.6K | $10.4K | −$171 | Added$1.18K |
| Park Place Capital Corp | 166 | $6.77K | −$128 | Cut−$211 |
| Front Row Advisors LLC | 150 | $6.12K | −$116 | Cut−$116 |
| PNC Financial Services Group, Inc. | 118 | $4.8K | −$33 | Added$2.45K |
| SIMPLEX TRADING, LLC | 110 | $4.49K | — | New |
| Blue Trust, Inc. | 98 | $4K | — | New |
| Arlington Trust Co LLC | 90 | $3.67K | −$69 | Cut−$69 |
| SBI Securities Co., Ltd. | 60 | $2.45K | −$46 | Cut−$1.79K |
| JONES FINANCIAL COMPANIES LLLP | 36 | $1.46K | — | New |
| Forum Finance Group S.A. | 34.9K | $1.15K | — | Held |
| Cambridge Investment Research Advisors, Inc. | 27.3K | $1.11K | −$4 | Added$877 |
| Tower Research Capital LLC (TRC) | 17 | $694 | −$13 | Cut−$8.87K |
| BLAIR WILLIAM & CO/IL | 16 | $653 | — | New |
| Arax Advisory Partners | 13 | $531 | −$10 | Cut−$10 |
| PARK AVENUE SECURITIES LLC | 10.5K | $427 | −$7 | Added$10 |
| Vision Retirement, LLC | 7 | $286 | −$5 | Cut−$5 |
| Capital Analysts, LLC | 5.69K | $232 | — | New |
| Clearstead Advisors, LLC | 3 | $123 | — | New |