| JPMORGAN CHASE & CO | 216K | $20.4M | $7.25K | Added$20.2M |
| ROYAL BANK OF CANADA | 80.8K | $7.84M | $233.7K | Added$3.76M |
| BANK OF AMERICA CORP /DE/ | 52.1K | $5.06M | $56.6K | Added$4.08M |
| MORGAN STANLEY | 34.3K | $3.33M | $181K | Cut−$572.8K |
| Private Wealth Advisors, LLC | 34.2K | $3.32M | — | New |
| Spectrum Asset Management, Inc. (NB/CA) | 33.9K | $3.29M | $176.8K | Added$212.8K |
| OLD MISSION CAPITAL LLC | 30.7K | $2.98M | — | New |
| AVALON CAPITAL MANAGEMENT | 20.6K | $2M | $108.7K | Cut−$414.5K |
| Solstein Capital, LLC | 17.4K | $1.68M | $82.2K | Added$252.8K |
| Citadel | 14.5K | $1.4M | — | New |
| Sanctuary Advisors, LLC | 12.3K | $1.2M | $62.6K | Added$106.6K |
| D. E. Shaw & Co., Inc. | 10.9K | $1.06M | $57.3K | Added$29.8K |
| NWAM LLC | 9.27K | $899.8K | $1.76K | Cut−$214.7K |
| 3EDGE Asset Management, LP | 9.37K | $887.4K | $24.1K | Cut−$4.1M |
| OSAIC HOLDINGS, INC. | 7.47K | $725K | $39.4K | Added$39.4K |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 7.4K | $718.4K | — | New |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 7K | $696.7K | — | New |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 7.02K | $681.6K | — | New |
| Concurrent Investment Advisors, LLC | 5.89K | $572.1K | $31.1K | Cut−$14.6K |
| WELLS FARGO & COMPANY/MN | 5.83K | $566.1K | $30.7K | Added$29.8K |
| Yoffe Investment Management, LLC | 5.63K | $546.6K | $29.7K | Added$29.7K |
| Resolute Advisors LLC | 4.05K | $393.1K | $20.5K | Added$35.7K |
| Composition Wealth, LLC | 3.2K | $310.7K | $16.9K | Added$16.9K |
| GTS SECURITIES LLC | 3.16K | $306.7K | — | New |
| UBS Group AG | 3.15K | $305.7K | $12.4K | Added$89.1K |
| Kaizen Financial Strategies | 2.86K | $293.5K | — | New |
| Quent Capital, LLC | 3K | $291.2K | — | New |
| Seed Wealth Management, Inc. | 2.14K | $207.8K | — | New |
| JONES FINANCIAL COMPANIES LLLP | 1.77K | $167.6K | $3.13K | Added$70.2K |
| Qube Research & Technologies Ltd | 853 | $82.8K | $258 | Added$78.3K |
| PNC Financial Services Group, Inc. | 700 | $68K | $3.69K | Cut−$8.7K |
| Western Wealth Management, LLC | 530 | $51.5K | — | New |
| Wilmington Savings Fund Society, FSB | 350 | $34K | $1.85K | Added$1.84K |
| SIMPLEX TRADING, LLC | 252 | $24.5K | — | New |
| Fidelity | 217 | $21.1K | $1.08K | Added$2.25K |
| ASSETMARK, INC | 204 | $19.8K | — | New |
| Triumph Capital Management | 200 | $19.4K | $1.05K | Added$1.05K |
| Essential Partners LLC | 113 | $11K | $596 | Added$596 |
| CHESAPEAKE ASSET MANAGEMENT LLC | 94 | $9.13K | $496 | Added$496 |
| NATIONAL BANK OF CANADA /FI/ | 80 | $7.75K | $413 | Added$413 |
| Steward Partners Investment Advisory, LLC | 50 | $4.85K | $264 | Added$264 |
| Synergy Investment Management, LLC | 21 | $2.04K | — | New |
| S&CO INC | 15K | $1.46K | $79 | Added$79 |
| INGALLS & SNYDER LLC | 7.9K | $767 | — | New |
| Van Berkom & Associates Inc. | 528 | $51 | $3 | Cut−$43 |