| Vontobel Holding Ltd. | 447.5K | $12.4M | −$612.6K | Cut−$512.5K |
| BANK OF AMERICA CORP /DE/ | 292.7K | $8.14M | −$390.7K | Cut−$124.1K |
| WELLS FARGO & COMPANY/MN | 218.8K | $6.09M | −$177.4K | Added$2.33M |
| Elmwood Wealth Management, Inc. | 142.1K | $3.95M | −$166.8K | Added$423.5K |
| JANE STREET GROUP, LLC | 124.5K | $3.46M | −$19.8K | Added$3.05M |
| MORGAN STANLEY | 114.7K | $3.19M | −$158.3K | Cut−$462.7K |
| Bank of New York Mellon Corp | 112.1K | $3.12M | — | New |
| Ignite Planners, LLC | 107.3K | $2.99M | −$180K | Cut−$23.5K |
| Kestra Advisory Services, LLC | 94.5K | $2.63M | −$966 | Added$2.61M |
| ROYAL BANK OF CANADA | 91.6K | $2.55M | −$40K | Added$1.7M |
| OSAIC HOLDINGS, INC. | 87.8K | $2.44M | −$121.2K | Cut−$679.8K |
| Pekin Hardy Strauss, Inc. | 76.5K | $2.13M | −$87.5K | Added$277.8K |
| LPL Financial LLC | 48.1K | $1.34M | −$40.4K | Added$483.4K |
| RAYMOND JAMES FINANCIAL INC | 30.5K | $848.5K | −$27K | Added$278.3K |
| Clear Creek Financial Management, LLC | 29.6K | $823.4K | — | New |
| Sanctuary Advisors, LLC | 27.3K | $760.5K | — | New |
| OLD MISSION CAPITAL LLC | 24.9K | $692.3K | — | New |
| Trilogy Capital Inc. | 23.8K | $660.8K | — | New |
| GOLDMAN SACHS GROUP INC | 23.1K | $642.6K | −$31.9K | Cut−$31.9K |
| UBS Group AG | 20.1K | $558.1K | −$27.7K | Cut−$68K |
| NBC SECURITIES, INC. | 19.4K | $539.8K | −$26.8K | Cut−$89.5K |
| ASSETMARK, INC | 18.4K | $512.8K | −$25.4K | Cut−$34.5K |
| Moors & Cabot, Inc. | 14.9K | $415.9K | −$11.3K | Added$175.9K |
| Treasure Coast Financial Planning | 13.5K | $374.8K | −$18.6K | Cut−$18.6K |
| Net Worth Advisory Group | 12.8K | $356.6K | −$17.4K | Cut−$11.7K |
| ARKANSAS FINANCIAL GROUP, INC. | 11.9K | $344.9K | −$3.2K | Added$11.3K |
| Rubicon Advisors, GP | 11.5K | $318.8K | −$15.1K | Cut−$742 |
| RFG Advisory, LLC | 9.72K | $270.5K | −$13.1K | Cut−$7.72K |
| Stratos Wealth Partners, LTD. | 9.62K | $267.6K | — | New |
| Valmark Advisers, Inc. | 9.34K | $259.9K | −$12.9K | Cut−$44.9K |
| E Fund Management Co., Ltd. | 7.23K | $248.2K | — | Held |
| INTEGRITY ALLIANCE, LLC. | 8.85K | $246.1K | −$12.1K | Cut−$9.13K |
| Alexander Randolph Advisory, Inc. | 8.57K | $238.6K | −$11.8K | Cut−$11.8K |
| Baker Ellis Asset Management LLC | 8.1K | $225.3K | — | New |
| HARBOUR INVESTMENTS, INC. | 7.78K | $216.3K | −$8.94K | Added$27.2K |
| Gateway Wealth Partners, LLC | 7.34K | $204.3K | — | New |
| Smartleaf Asset Management LLC | 6.96K | $192.6K | −$9.87K | Cut−$4.44K |
| JPMORGAN CHASE & CO | 3.02K | $83.6K | −$4.56K | Cut−$4.62K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 2.29K | $63.6K | — | New |
| EVOLUTION WEALTH MANAGEMENT INC. | 1.78K | $49.4K | −$2.45K | Cut−$2.45K |
| Sound Income Strategies, LLC | 980 | $27.8K | −$985 | Cut−$1.72K |
| IFP Advisors, Inc | 931 | $25.9K | −$1.29K | Cut−$1.4K |
| JFS WEALTH ADVISORS, LLC | 919 | $25.6K | −$1.27K | Cut−$1.27K |
| SBI Securities Co., Ltd. | 440 | $12.2K | −$494 | Added$1.79K |
| Larson Financial Group LLC | 367 | $10.2K | −$487 | Cut−$348 |
| BLAIR WILLIAM & CO/IL | 286 | $7.94K | −$409 | Cut−$353 |
| CoreCap Advisors, LLC | 268 | $7.46K | −$370 | Cut−$370 |
| PNC Financial Services Group, Inc. | 234 | $6.51K | −$323 | Cut−$11.7K |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 227 | $6.32K | −$313 | Cut−$313 |
| Federation des caisses Desjardins du Quebec | 200 | $5.56K | −$276 | Cut−$276 |
| Elevated Capital Advisors, LLC | 106 | $2.96K | −$143 | Cut−$1.87K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 60 | $1.67K | — | New |
| Janney Montgomery Scott LLC | 42.7K | $1.19K | −$59 | Cut−$58 |
| Strategic Wealth Partners, Ltd. | 33 | $911 | −$59 | Cut−$31 |
| AE Wealth Management LLC | 15 | $417 | −$21 | Cut−$21 |
| Capital Analysts, LLC | 14.3K | $398 | — | New |
| Betterment LLC | 7.97K | $222 | −$10 | Added$3 |
| Fidelity | 3 | $83 | −$1 | Added$54 |
| HUNTINGTON NATIONAL BANK | 1 | $28 | −$1 | Cut−$1 |
| Avion Wealth | 443 | $12 | $0 | Held |
| Covestor Ltd | 36 | $1 | $0 | Held |