| JPMORGAN CHASE & CO | 528.4K | $34M | −$190 | Added$34M |
| JANE STREET GROUP, LLC | 73.9K | $4.9M | −$68.1K | Added$2.79M |
| Vontobel Holding Ltd. | 71K | $4.71M | −$157.1K | Cut−$168.8K |
| LPL Financial LLC | 55.1K | $3.66M | −$122K | Cut−$180.1K |
| RAYMOND JAMES FINANCIAL INC | 50.9K | $3.38M | −$53.3K | Added$1.73M |
| MORGAN STANLEY | 44.5K | $2.95M | −$98.4K | Cut−$320.8K |
| UBS Group AG | 41.5K | $2.75M | −$91.9K | Cut−$285.4K |
| ROYAL BANK OF CANADA | 39.8K | $2.64M | −$4.33K | Added$2.51M |
| BANK OF AMERICA CORP /DE/ | 27.8K | $1.84M | −$61.5K | Cut−$1.77M |
| COURIER CAPITAL LLC | 25.7K | $1.7M | −$56.8K | Cut−$56.8K |
| Pictet North America Advisors SA | 24.3K | $1.61M | −$53.8K | Cut−$517.6K |
| EP Wealth Advisors, LLC | 22.8K | $1.52M | −$50.6K | Cut−$50.6K |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | 19.4K | $1.28M | −$42.8K | Cut−$301.9K |
| CASTLEKEEP INVESTMENT ADVISORS LLC | 18.6K | $1.24M | −$38.7K | Added$39.2K |
| Cresset Asset Management, LLC | 18.2K | $1.21M | −$11.1K | Added$865.4K |
| Cordoba Advisory Partners LLC | 18.1K | $1.2M | −$36.3K | Added$75.4K |
| WELLS FARGO & COMPANY/MN | 17.1K | $1.14M | −$37.9K | Cut−$86.8K |
| ATLAS CAPITAL ADVISORS INC. | 13.4K | $890.9K | −$29.7K | Cut−$29.7K |
| 3EDGE Asset Management, LP | 10.5K | $679K | −$47K | Cut−$6.27M |
| CWM, LLC | 9.76K | $647K | $646.4K | Added$646.4K |
| Drum Hill Capital, LLC | 9.1K | $603.4K | −$20.1K | Cut−$236.5K |
| Cerity Partners LLC | 8.59K | $570K | −$19K | Cut−$19K |
| GTS SECURITIES LLC | 8.14K | $539.9K | — | New |
| Stratos Wealth Partners, LTD. | 7.96K | $527.9K | −$17.6K | Cut−$21K |
| GHP Investment Advisors, Inc. | 5.16K | $342.1K | −$11.4K | Cut−$11.4K |
| JONES FINANCIAL COMPANIES LLLP | 4.89K | $313.8K | −$10.2K | Added$151.6K |
| Financial Alternatives, Inc | 4.36K | $289.2K | −$9.65K | Cut−$9.65K |
| DEUTSCHE BANK AG\ | 3.54K | $235.1K | −$7.83K | Cut−$7.83K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 3.31K | $219.6K | — | New |
| Quantum Financial Advisors, LLC | 3.25K | $215.4K | −$7.19K | Cut−$7.19K |
| OSAIC HOLDINGS, INC. | 2.97K | $197.1K | −$6.57K | Cut−$23.6K |
| Silvant Capital Management LLC | 2.75K | $182.6K | −$6.09K | Cut−$6.09K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 1.92K | $127.6K | — | New |
| Advisory Services Network, LLC | 1.8K | $119.4K | — | New |
| Steward Partners Investment Advisory, LLC | 1.48K | $97.9K | −$3.27K | Cut−$3.27K |
| Virginia Estate & Retirement Planning Advisors Inc. | 240 | $76.3K | — | Held |
| PRIVATE TRUST CO NA | 868 | $57.6K | −$1.92K | Cut−$1.92K |
| 4Thought Financial Group Inc. | 582 | $38.6K | −$1.24K | Cut−$2.06K |
| Frazier Financial Advisors, LLC | 376 | $24.9K | −$831 | Cut−$831 |
| Farther Finance Advisors, LLC | 289 | $19.6K | −$241 | Cut−$241 |
| EFG International AG | 276 | $18.3K | −$551 | Added$1.24K |
| BANK OF MONTREAL /CAN/ | 273 | $18.1K | −$604 | Cut−$604 |
| MAI Capital Management | 102 | $6.74K | −$225 | Cut−$225 |
| Godfrey Financial Associates, Inc. | 83 | $5.5K | −$184 | Cut−$184 |
| FLOW TRADERS U.S. LLC | 82.2K | $5.45K | — | New |
| Dunhill Financial, LLC | 58 | $3.85K | −$107 | Cut−$516 |
| Rockefeller Capital Management L.P. | 54 | $3.58K | — | New |
| MidFirst Bank | 32 | $2.12K | −$71 | Cut−$345 |
| Forum Finance Group S.A. | 27K | $1.46K | — | Held |