| BANK OF AMERICA CORP /DE/ | 1.67M | $93.7M | $864.4K | Added$81M |
| BlackRock, Inc. | 880.5K | $49.6M | $3.15M | Cut−$124.9M |
| DEUTSCHE BANK AG\ | 737.3K | $41.5M | $2.64M | Cut−$898.7K |
| Modern Wealth Management, LLC | 680K | $39.3M | $2M | Added$18.7M |
| JPMORGAN CHASE & CO | 525.3K | $28.7M | $732.1K | Added$9.25M |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | 343.8K | $19.3M | $1.23M | Added$294.1K |
| MORGAN STANLEY | 209.5K | $11.8M | $750.5K | Cut−$321.3K |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 173.2K | $9.5M | $345.7K | Added$404.4K |
| Clearstead Advisors, LLC | 160.2K | $9.02M | — | New |
| TRUIST FINANCIAL CORP | 102.2K | $5.75M | $59.5K | Added$4.88M |
| ENVESTNET ASSET MANAGEMENT INC | 91.8K | $5.17M | $23.5K | Added$4.82M |
| GOLDMAN SACHS GROUP INC | 85K | $4.78M | $72.5K | Added$3.71M |
| Williams Jones Wealth Management, LLC. | 62.9K | $3.54M | $225.1K | Added$30.1K |
| UBS Group AG | 58.6K | $3.3M | $142.6K | Added$1.2M |
| Humankind Investments LLC | 33.9K | $2.86M | $125.4K | Cut−$1.97M |
| LPL Financial LLC | 41.9K | $2.36M | $150.2K | Added$68.7K |
| JONES FINANCIAL COMPANIES LLLP | 36K | $1.97M | $64K | Added$304.9K |
| GTS SECURITIES LLC | 34.6K | $1.95M | $33.9K | Added$1.45M |
| WELLS FARGO & COMPANY/MN | 30.7K | $1.73M | $27.7K | Added$1.32M |
| US BANCORP \DE\ | 27.7K | $1.56M | $97.7K | Added$120.8K |
| Jackson Hole Capital Partners, LLC | 22.1K | $1.24M | $79.1K | Added$79.1K |
| OVERSEA-CHINESE BANKING Corp Ltd | 20.5K | $1.16M | $73.5K | Added$73.5K |
| Bank of New York Mellon Corp | 18.4K | $1.04M | $66K | Added$66K |
| NATIXIS | 17.5K | $987.6K | $59.4K | Added$113.1K |
| Somerset Trust Co | 14.7K | $828.4K | $51.8K | Added$65.6K |
| Golden State Equity Partners | 13.6K | $767K | $42K | Added$302K |
| CIBC WORLD MARKET INC. | 12.1K | $679.2K | $43.2K | Cut−$12.3K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 12.1K | $679K | $9.89K | Added$533.5K |
| AMERIPRISE FINANCIAL INC | 11.7K | $658.9K | $33.6K | Added$164.6K |
| PNC Financial Services Group, Inc. | 11.6K | $654.6K | $41.7K | Added$41.7K |
| Rockefeller Capital Management L.P. | 10.6K | $595.9K | $37.3K | Added$46.9K |
| Advisory Alpha, LLC | 10.1K | $565.7K | $36K | Added$35.4K |
| INTREPID FAMILY OFFICE LLC | 10K | $562.8K | $35.8K | Added$35.8K |
| BNP PARIBAS FINANCIAL MARKETS | 8.41K | $473.3K | $25.5K | Added$98.6K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 8.36K | $470.3K | $29.9K | Added$25.9K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 7.57K | $426.2K | — | New |
| Quantinno Capital Management LP | 7.42K | $417.5K | — | New |
| LFA - Lugano Financial Advisors SA | 6.87K | $386.5K | $24.6K | Added$24.6K |
| SCOTIA CAPITAL INC. | 5.76K | $324.5K | $20.6K | Cut−$49.2K |
| Arkadios Wealth Advisors | 5.75K | $323.8K | $18.1K | Added$57.5K |
| Aspire Capital Advisors LLC | 5.63K | $317.1K | $20.2K | Added$5.11K |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. | 5.63K | $316.6K | $20.1K | Added$20.1K |
| LAUREL OAK WEALTH MANAGEMENT, LLC | 5.62K | $316.4K | $20.1K | Added$9.59K |
| Robertson Stephens Wealth Management, LLC | 5.53K | $311.4K | $19.8K | Added$19.8K |
| Chesley Taft & Associates LLC | 5.51K | $310.3K | $15.1K | Added$88.6K |
| RITHOLTZ WEALTH MANAGEMENT | 5.23K | $294.1K | $18.7K | Added$18.7K |
| Tradition Wealth Management, LLC | 5.07K | $285.3K | $18.2K | Added$18.2K |
| Three Bridge Wealth Advisors, LLC | 5.02K | $282.5K | — | New |
| Hilltop Holdings Inc. | 5K | $281.4K | $17.9K | Added$17.9K |
| Leo Wealth, LLC | 4.95K | $278.6K | $17.7K | Added$17.7K |
| RAYMOND JAMES FINANCIAL INC | 4.19K | $235.9K | $14.1K | Added$28.3K |
| SIMON QUICK ADVISORS, LLC | 4.16K | $234K | $14.9K | Added$14.9K |
| MML INVESTORS SERVICES, LLC | 4.07K | $229.2K | $14.6K | Cut−$72.1K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3.95K | $222.2K | $14.2K | Added$13.2K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 3.86K | $217.1K | $13.8K | Added$13.8K |
| FIFTH THIRD BANCORP | 3.52K | $198.4K | — | New |
| OSAIC HOLDINGS, INC. | 3.51K | $197.7K | $12.6K | Cut−$11K |
| Geneos Wealth Management Inc. | 3.2K | $180.1K | $11.5K | Added$11.5K |
| ROYAL BANK OF CANADA | 2.42K | $136K | $8.84K | Added$8K |
| Portfolio Resources Advisor Group, Inc. | 2.25K | $126.6K | $8.06K | Cut−$8.49K |
| Union Bancaire Privee, UBP SA | 3K | $124.3K | $6.69K | Added$6.69K |
| FRANKLIN RESOURCES INC | 2.2K | $123.8K | $7.88K | Added$7.88K |
| CoreCap Advisors, LLC | 2.19K | $123.1K | $7.84K | Added$7.84K |
| NATIONAL BANK OF CANADA /FI/ | 2K | $112.1K | $7.1K | Added$7.1K |
| Fidelity | 1.82K | $102.5K | $6.52K | Added$6.52K |
| Murphy & Mullick Capital Management Corp | 1.22K | $68.4K | $4.35K | Added$4.35K |
| SBI Securities Co., Ltd. | 1.15K | $64.6K | $3.07K | Added$19.4K |
| CWM, LLC | 830 | $46.7K | $46.7K | Added$46.7K |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 670 | $38.7K | — | New |
| BARCLAYS PLC | 681 | $38.3K | $2.44K | Added$2.44K |
| BANK OF MONTREAL /CAN/ | 637 | $35.9K | $2.28K | Cut−$43K |
| Advisory Services Network, LLC | 400 | $22.5K | — | New |
| Qube Research & Technologies Ltd | 387 | $21.8K | — | New |
| NewEdge Advisors, LLC | 12.7K | $12.7K | −$563.5K | Cut−$561.8K |
| BLAIR WILLIAM & CO/IL | 200 | $11.3K | $716 | Added$716 |
| Federation des caisses Desjardins du Quebec | 185 | $10.4K | $143 | Added$8.3K |
| MAI Capital Management | 100 | $5.63K | $358 | Added$358 |
| EverSource Wealth Advisors, LLC | 73 | $4.11K | — | New |
| FLOW TRADERS U.S. LLC | 55.2K | $3.11K | $57 | Added$2.28K |
| ORG Wealth Partners, LLC | 40 | $2.25K | $144 | Added$144 |
| HRT FINANCIAL LP | 5.4K | $304 | — | New |
| Tower Research Capital LLC (TRC) | 1 | $56 | $3 | Added$3 |
| TSFG, LLC | 38 | $2 | $0 | Held |