| JPMORGAN CHASE & CO | 2.79M | $259.8M | −$363.2K | Cut−$12.6M |
| MORGAN STANLEY | 1.18M | $113.2M | $3.73M | Cut−$457K |
| J.Safra Asset Management Corp | 872K | $84M | $2.68M | Added$5.33M |
| PRAGMA GESTAO DE PATRIMONIO LTD | 820.3K | $79M | $2.11M | Added$17M |
| CIBC Bancorp USA Inc. | 699.5K | $67.3M | — | Held |
| GOLDMAN SACHS GROUP INC | 658.3K | $63.4M | $304.9K | Added$54.4M |
| OVERSEA-CHINESE BANKING Corp Ltd | 418.5K | $40.3M | $1.35M | Cut−$20.6M |
| BANK OF AMERICA CORP /DE/ | 358.3K | $34.5M | $931.8K | Added$7.13M |
| PGIM Custom Harvest LLC | 348.9K | $33.6M | $1.03M | Added$3.35M |
| PRUDENTIAL PLC | 327.3K | $31.5M | $1.04M | Cut−$15.7M |
| BFI Infinity Ltd. | 307K | $29.6M | $941.4K | Added$1.9M |
| ALLIANCEBERNSTEIN L.P. | 293.4K | $27.3M | −$0 | Cut−$17.4M |
| Bank Julius Baer & Co. Ltd, Zurich | 262.7K | $25.3M | $826.5K | Added$1.02M |
| UBS Group AG | 236.2K | $22.7M | $748.7K | Added$737K |
| ROYAL BANK OF CANADA | 214.1K | $20.6M | $679.1K | Cut−$7.97M |
| Global Endowment Management, LP | 158K | $15.2M | $500.7K | Cut−$192K |
| WELLINGTON MANAGEMENT GROUP LLP | 157.7K | $15.2M | $500K | Cut−$2.55M |
| Saudi Central Bank | 144.2K | $13.9M | $457K | Added$457K |
| MARSHALL WACE, LLP | 133.1K | $12.8M | $87.9K | Added$10.2M |
| LPL Financial LLC | 133.1K | $12.8M | $307.3K | Added$3.79M |
| Citadel | 126.3K | $12.2M | — | New |
| Zurich Insurance Group Ltd/FI | 123.9K | $11.9M | $354.4K | Cut−$1.93M |
| FIDUCIARY FINANCIAL GROUP, LLC | 122.5K | $11.8M | $381.3K | Added$597.9K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 109.5K | $10.5M | $140K | Added$6.43M |
| GFS Advisors, LLC | 101.1K | $9.73M | $320.4K | Cut−$430.6K |
| Banco Santander, S.A. | 93K | $8.96M | $294.8K | Cut−$1.97M |
| Corient Private Wealth LLC | 87.8K | $7.97M | −$171.6K | Added$1.22M |
| Renaissance Technologies | 81.4K | $7.84M | $153.2K | Added$3.34M |
| CITIGROUP INC | 80.1K | $7.72M | $144.8K | Added$3.46M |
| Activest Wealth Management | 79.8K | $7.69M | $69.9K | Added$5.63M |
| EDMOND DE ROTHSCHILD HOLDING S.A. | 79.7K | $7.68M | $252.7K | Added$252.7K |
| OLD MISSION CAPITAL LLC | 73K | $7.03M | — | New |
| Kera Capital Partners, Inc. | 72.3K | $6.96M | −$289.3K | Cut−$3.03M |
| ENVESTNET ASSET MANAGEMENT INC | 69.8K | $6.72M | $25.6K | Added$5.97M |
| EFG International AG | 68.8K | $6.62M | $219.7K | Cut−$2.25M |
| Journey Advisory Group, LLC | 66K | $6.35M | $209.1K | Cut−$351.8K |
| INVICTUS PRIVATE WEALTH, LLC | 63.5K | $6.11M | $27.9K | Added$5.29M |
| DRW Securities, LLC | 61.1K | $5.88M | $75.2K | Added$3.67M |
| BROWN ADVISORY INC | 60.6K | $5.84M | $192.2K | Cut−$409.8K |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 60.2K | $5.8M | $171.6K | Added$760.8K |
| James Hambro & Partners LLP | 57.3K | $5.51M | $152.4K | Added$1.09M |
| RAYMOND JAMES FINANCIAL INC | 54.6K | $5.25M | $173K | Cut−$990.9K |
| Rothschild & Co Wealth Management UK Ltd | 50.4K | $4.85M | $159.7K | Cut−$502.8K |
| MAI Capital Management | 48.1K | $4.63M | $152.5K | Added$154K |
| BAILARD, INC. | 47.3K | $4.55M | $149.9K | Cut−$356.1K |
| Quantinno Capital Management LP | 42.9K | $4.14M | $136.2K | Cut−$1.38M |
| WELLS FARGO & COMPANY/MN | 42.1K | $4.06M | $133.5K | Cut−$1.07M |
| EVERGREEN CAPITAL MANAGEMENT LLC | 41.9K | $4.04M | $133K | Added$11.4K |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 40.9K | $3.93M | $129.5K | Cut−$402.5K |
| Banque Cantonale Vaudoise | 40.6K | $3.91M | $123.6K | Added$267K |
| AlphaCore Capital LLC | 38.1K | $3.67M | $120.9K | Cut−$653.7K |
| Federation des caisses Desjardins du Quebec | 37.4K | $3.6M | $118.7K | Cut−$111.2K |
| SPINNAKER TRUST | 36.8K | $3.55M | $116.8K | Added$45.6K |
| Nicholas Hoffman & Company, LLC. | 36.4K | $3.5M | $115.2K | Added$115.2K |
| COMMONWEALTH EQUITY SERVICES, LLC | 33.3K | $3.21M | $103.1K | Added$181.5K |
| Moneda S.A. Administradora General de Fondos | 31.1K | $2.99M | $98.5K | Added$97.5K |
| Pathway Financial Advisors LLC | 31.1K | $2.99M | −$54.7K | Cut−$35.2K |
| FRANKLIN RESOURCES INC | 31K | $2.98M | $98.2K | Added$98.2K |
| National Philanthropic Trust | 26.9K | $2.59M | $85.1K | Added$85.1K |
| Evercore Wealth Management, LLC | 26K | $2.5M | $82.4K | Added$82.4K |
| FPC INVESTMENT ADVISORY, INC. | 22.9K | $2.49M | $364.5K | Cut−$85.9K |
| Rathbones Group PLC | 25.6K | $2.46M | $73.9K | Added$293.4K |
| LARCH CAPITAL PARTNERS LLC | 24.7K | $2.38M | $78.4K | Added$78.4K |
| BlackRock, Inc. | 24.3K | $2.34M | $77.1K | Added$12.4K |
| COMMERCE BANK | 24.2K | $2.33M | $76.8K | Added$23.8K |
| PNC Financial Services Group, Inc. | 24.1K | $2.32M | $76.3K | Added$76.3K |
| Cerity Partners LLC | 23K | $2.21M | — | New |
| NATIONAL BANK OF CANADA /FI/ | 22.4K | $2.16M | $52.1K | Added$653.6K |
| Gruss & Co., LLC | 22K | $2.12M | $69.7K | Cut−$116.5K |
| Union Bancaire Privee, UBP SA | 21.3K | $1.98M | $4.57K | Added$408.9K |
| swisspartners Advisors Ltd | 20.4K | $1.96M | $56K | Added$56K |
| Prospera Financial Services Inc | 20.3K | $1.95M | $64.2K | Added$23.9K |
| Modern Wealth Management, LLC | 19.3K | $1.87M | $78.5K | Added$70.2K |
| Proficio Capital Partners LLC | 19.3K | $1.86M | $61.3K | Added$61.3K |
| OSAIC HOLDINGS, INC. | 18.2K | $1.76M | $57.8K | Cut−$126.3K |
| Climber Capital SA | 18.6K | $1.68M | $295.3K | Cut−$519K |
| AMERIPRISE FINANCIAL INC | 17.1K | $1.64M | $53.2K | Cut−$60.7K |
| VOYA INVESTMENT MANAGEMENT LLC | 17K | $1.64M | $25.9K | Added$880K |
| MMBG INVESTMENT ADVISORS CO. | 16.4K | $1.58M | $51.9K | Added$51.9K |
| CONGRESS ASSET MANAGEMENT CO | 15.6K | $1.51M | $49.6K | Cut−$109.8K |
| Y-Intercept (Hong Kong) Ltd | 13.1K | $1.26M | $19.3K | Added$698.9K |
| BNP PARIBAS FINANCIAL MARKETS | 12.4K | $1.19M | $22.4K | Added$535.5K |
| Squarepoint Ops LLC | 12.2K | $1.18M | — | New |
| Sanctuary Advisors, LLC | 11.8K | $1.13M | $37.1K | Added$43.2K |
| HB Wealth Management, LLC | 11.7K | $1.13M | $28.4K | Added$292K |
| First Growth Capital LLC | 11.5K | $1.12M | −$84.1K | Cut−$233.1K |
| Apollon Wealth Management, LLC | 11.5K | $1.11M | $36.5K | Added$8.45K |
| INSIGNEO ADVISORY SERVICES, LLC | 11.3K | $1.09M | $28.2K | Added$259.3K |
| BANQUE PICTET & CIE SA | 10.7K | $1.03M | $33.8K | Added$15.5K |
| Advisory Alpha, LLC | 10.1K | $975.9K | $25K | Added$241.3K |
| Insight Wealth Partners, LLC | 9.91K | $954.6K | — | New |
| Advisory Services Network, LLC | 8.87K | $853.9K | $28.1K | Added$29.6K |
| Independent Wealth Network Inc. | 8.61K | $829K | $27.3K | Added$25.9K |
| Rockefeller Capital Management L.P. | 8.38K | $806.8K | $26.6K | Cut−$29.9K |
| GLENMEDE TRUST CO NA | 8.24K | $793.7K | $24.8K | Added$65.4K |
| Logan Stone Capital, LLC | 8.19K | $788.6K | $26K | Cut−$21.4K |
| Ballentine Partners, LLC | 7.91K | $762K | $25.1K | Added$25.1K |
| HSBC HOLDINGS PLC | 7.79K | $749.9K | $24.7K | Added$24.7K |
| Focus Partners Wealth | 7.79K | $749.9K | — | New |
| Cresset Asset Management, LLC | 7.6K | $731.8K | $24.1K | Added$24.1K |
| Finley Financial, LLC | 7.39K | $712.1K | $23.4K | Added$17.9K |
| IEQ CAPITAL, LLC | 7.15K | $688.1K | $22.7K | Added$22.7K |
| Retirement Planning Group, LLC | 6.89K | $663.9K | $21.5K | Added$32.7K |
| SCS Capital Management LLC | 6.86K | $660.5K | $21.7K | Added$21.7K |
| Vontobel Holding Ltd. | 6.83K | $657.5K | $21.6K | Added$21.6K |
| Goelzer Investment Management, Inc. | 6.69K | $644.5K | $21.2K | Added$21.2K |
| CAMELOT TECHNOLOGY ADVISORS, INC. | 6.51K | $626.9K | — | New |
| Baird Financial Group, Inc. | 6.51K | $626.5K | $20.6K | Added$20.6K |
| GTS SECURITIES LLC | 6.41K | $616.9K | — | New |
| Independent Solutions Wealth Management, LLC | 6.25K | $601.8K | $15.5K | Added$146.3K |
| Prime Capital Investment Advisors, LLC | 6.17K | $594.1K | $19.6K | Cut−$3.03K |
| KPP Advisory Services LLC | 5.96K | $574.3K | $18.9K | Cut−$1.09M |
| ALTFEST L J & CO INC | 5.78K | $557K | $18.3K | Added$14.1K |
| MERCER GLOBAL ADVISORS INC /ADV | 5.71K | $549.3K | $18.1K | Cut−$7.43K |
| Accredited Investors Inc. | 5.55K | $534.6K | $13.4K | Added$142.2K |
| Summa Corp. | 5.5K | $529.6K | $17.4K | Added$17.4K |
| Icahn Capital | 5.3K | $510.3K | — | New |
| BlackDiamond Wealth Management, LLC | 5.26K | $506.7K | −$29.5K | Added$10K |
| BigSur Wealth Management LLC | 5.26K | $506.5K | $16.7K | Added$16.7K |
| TRUIST FINANCIAL CORP | 5.15K | $495.9K | $16.3K | Cut−$12.3K |
| Cedarwood Wealth LLC | 4.96K | $477.4K | −$18.9K | Cut−$18.9K |
| CALDWELL SUTTER CAPITAL, INC. | 4.8K | $462.2K | $15.2K | Added$15.2K |
| Saranac Partners Ltd | 5.75K | $460.7K | −$32.7K | Added$227.9K |
| Breakwater Investment Management | 4.76K | $458.4K | $15.1K | Added$15.1K |
| CASTLEKEEP INVESTMENT ADVISORS LLC | 4.7K | $452.9K | $14.9K | Added$14.9K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 4.66K | $448.3K | −$8.26K | Cut−$21.9K |
| Fidelity | 4.42K | $425.1K | $11.9K | Added$75K |
| WEBSTER BANK, N. A. | 4.4K | $424K | $14K | Cut−$12.3K |
| Evolution Wealth Advisors, LLC | 4.34K | $417.7K | $12.6K | Added$44.8K |
| STIFEL FINANCIAL CORP | 4.25K | $408.9K | $13.5K | Cut−$10.1K |
| Creative Planning | 4.23K | $407.5K | $13.4K | Cut−$10.8K |
| FIFTH THIRD BANCORP | 4.06K | $390.9K | — | New |
| Wealthcare Advisory Partners LLC | 4.04K | $388.7K | $12.8K | Added$7.3K |
| E&G Advisors, LP | 4.04K | $388.6K | $8.26K | Added$146K |
| TRITONPOINT WEALTH, LLC | 4.02K | $387.1K | $12.7K | Added$6.22K |
| BARCLAYS PLC | 3.91K | $376.2K | $12.4K | Cut−$172.6K |
| Composition Wealth, LLC | 3.76K | $362.3K | $11.9K | Added$11.9K |
| Crescent Grove Advisors, LLC | 3.74K | $359.7K | $11.8K | Added$11.8K |
| Freestone Capital Holdings, LLC | 3.65K | $351K | $11.6K | Added$11.5K |
| Fiduciary Trust Co | 3.62K | $349K | $11.5K | Cut−$124.7K |
| Yoffe Investment Management, LLC | 3.59K | $345.9K | $11.4K | Added$11.4K |
| Americana Partners, LLC | 3.53K | $340.1K | $10.7K | Added$26.5K |
| Trek Financial, LLC | 3.46K | $333.6K | — | New |
| Foster Group, Inc. | 3.4K | $327.4K | $9.51K | Added$48K |
| Pathstone Holdings, LLC | 3.31K | $318.5K | $10.5K | Added$10.5K |
| Savant Capital, LLC | 3.23K | $310.6K | $10.2K | Cut−$14.3K |
| River Street Advisors LLC | 3.2K | $307.9K | $10.1K | Added$10.1K |
| U.S. Capital Wealth Advisors, LLC | 3.16K | $304.6K | $8.96K | Added$41.4K |
| DENVER WEALTH MANAGEMENT, INC. | 3.05K | $293.4K | — | New |
| Vanguard National Trust Co | 3.04K | $292.6K | — | Held |
| EVOLVE PRIVATE WEALTH, LLC | 3.03K | $292K | — | New |
| Vivaldi Capital Management LP | 2.92K | $280.7K | $8.97K | Added$17.2K |
| Russell Investments Group, Ltd. | 2.92K | $280.2K | $8.2K | Added$16.9K |
| TWO SIGMA SECURITIES, LLC | 2.87K | $275.9K | — | New |
| OARSMAN CAPITAL, INC. | 2.83K | $273K | $8.99K | Cut−$67.9K |
| First Pacific Financial | 2.73K | $263K | $8.66K | Cut−$17.8K |
| Zuckerman Investment Group, LLC | 2.46K | $236.6K | $7.79K | Added$7.79K |
| Analyst IMS Investment Management Services Ltd. | 2.22M | $213.9K | $3.47K | Added$111.8K |
| Evelyn Partners Investment Management LLP | 2.15K | $207K | $6.82K | Added$6.82K |
| Cherry Tree Wealth Management, LLC | 1.93K | $186.1K | $6.13K | Added$6.13K |
| JONES FINANCIAL COMPANIES LLLP | 1.65K | $155.4K | $1.3K | Added$17.5K |
| TD Waterhouse Canada Inc. | 1.5K | $145K | — | New |
| WHITTIER TRUST CO | 1.35K | $131.5K | −$1.12K | Cut−$1.12K |
| Capital Investment Advisory Services, LLC | 1.19K | $115K | $3.78K | Added$3.79K |
| Dunhill Financial, LLC | 1.16K | $111.2K | — | New |
| UMB Bank, n.a. | 1.13K | $109.1K | $3.59K | Added$3.59K |
| IFP Advisors, Inc | 872 | $84K | $2.76K | Added$2.76K |
| Turtle Creek Wealth Advisors, LLC | 687 | $66.2K | — | New |
| Evelyn Partners Asset Management Ltd | 544 | $52.4K | $1.73K | Added$1.73K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 385 | $37.1K | — | New |
| Migdal Insurance & Financial Holdings Ltd. | 366 | $35.2K | $35.2K | Added$35.2K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 348 | $33.5K | $1.1K | Added$1.1K |
| Blue Trust, Inc. | 314 | $30.2K | $995 | Added$995 |
| Miller Capital Partners, Inc. | 306 | $29.5K | $970 | Added$970 |
| BLAIR WILLIAM & CO/IL | 296 | $28.5K | $938 | Added$938 |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 276 | $28.3K | $166 | Added$166 |
| Geneos Wealth Management Inc. | 276 | $26.6K | $875 | Added$875 |
| HOLLENCREST CAPITAL MANAGEMENT | 250 | $24.1K | $793 | Added$793 |
| Independence Bank of Kentucky | 242 | $23.3K | $767 | Added$767 |
| Godfrey Financial Associates, Inc. | 220 | $21.2K | $698 | Added$698 |
| Boreal Capital Management LLC | 216 | $20.8K | $685 | Added$685 |
| Triumph Capital Management | 215 | $20.7K | $682 | Cut−$622 |
| MB, LEVIS & ASSOCIATES, LLC | 199 | $19.1K | $631 | Added$631 |
| SIMPLEX TRADING, LLC | 195 | $18.8K | $133 | Added$14.9K |
| TD Capital Management LLC | 167 | $16.1K | $530 | Added$530 |
| ACIMA PRIVATE WEALTH, LLC | 137 | $13.2K | — | New |
| Tower Research Capital LLC (TRC) | 130 | $12.5K | $413 | Cut−$10.4K |
| Sound Income Strategies, LLC | 100 | $9.72K | −$155 | Cut−$155 |
| KELLEHER FINANCIAL ADVISORS | 100 | $9.63K | $317 | Added$317 |
| FLOW TRADERS U.S. LLC | 90.1K | $8.67K | — | New |
| Palisades Hudson Asset Management, L.P. | 89.9K | $8.66K | $285 | Added$181 |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | 70 | $6.74K | $222 | Cut−$408.1K |
| SHP Wealth Management | 51 | $4.91K | — | New |
| PRIVATE TRUST CO NA | 50 | $4.82K | $159 | Added$159 |
| Farther Finance Advisors, LLC | 47 | $4.57K | $191 | Added$191 |
| US BANCORP \DE\ | 46 | $4.43K | $145 | Added$145 |
| Bogart Wealth, LLC | 44 | $4.24K | $140 | Added$140 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 43 | $4.14K | $136 | Added$136 |
| AE Wealth Management LLC | 43 | $4.14K | $136 | Added$136 |
| NewEdge Advisors, LLC | 3.97K | $3.97K | −$365.4K | Cut−$670.2K |
| iA Global Asset Management Inc. | 35.1K | $3.38K | $59 | Added$1.66K |
| Arax Advisory Partners | 28 | $2.7K | $89 | Added$89 |
| BESSEMER GROUP INC | 27K | $2.6K | $86 | Added$86 |
| ORG Wealth Partners, LLC | 18 | $1.73K | $57 | Added$57 |
| Transamerica Financial Advisors, LLC | 17 | $1.69K | $146 | Added$55 |
| Betterment LLC | 11.4K | $1.1K | $34 | Added$85 |
| Quantitative Investment Management, LLC | 7.88K | $759 | — | New |
| Steward Partners Investment Advisory, LLC | 7 | $674 | $22 | Added$22 |
| HRT FINANCIAL LP | 6.16K | $593 | — | New |
| WPG Advisers, LLC | 6 | $578 | $19 | Added$19 |
| Cambridge Investment Research Advisors, Inc. | 3K | $288 | $8 | Added$26 |
| Forum Finance Group S.A. | 1.29K | $100 | — | Held |
| Harel Insurance Investments & Financial Services Ltd. | 752 | $72 | $2 | Added$2 |
| TSFG, LLC | 143 | $14 | $0 | Held |