| MORGAN STANLEY | 15.3M | $1.52B | — | Held |
| BANK OF AMERICA CORP /DE/ | 2.53M | $292.8M | — | Held |
| BARCLAYS PLC | 2.89M | $212.4M | $53.8M | Cut−$3.34M |
| Hudson Bay Capital Management LP | 15.5M | $76.4M | — | Held |
| National Philanthropic Trust | 468.8K | $56.9M | −$5.12M | Cut−$5.26M |
| TUDOR INVESTMENT CORP ET AL | 446.2K | $54.2M | — | Held |
| GW HENSSLER & ASSOCIATES LTD | 132.5K | $16.1M | — | Held |
| PEAK6 LLC | 58.3K | $7.08M | — | New |
| ONTARIO TEACHERS PENSION PLAN BOARD | 7M | $6.85M | −$130.6K | Cut−$132.3K |
| OP Asset Management Ltd | 46.6K | $5.66M | −$503.2K | Cut−$436.8K |
| Swiss Life Asset Management Ltd | 44.3K | $5.38M | −$483.5K | Cut−$518.3K |
| AIA Group Ltd | 37.5K | $4.55M | — | Held |
| Cresset Asset Management, LLC | 21.3K | $2.59M | −$223.9K | Cut−$127.8K |
| Essential Partners LLC | 14.5K | $1.76M | −$158.7K | Cut−$165.8K |
| Leonteq Securities AG | 12K | $1.45M | −$107.6K | Added$148.8K |
| Cape Investment Advisory, Inc. | 7.89K | $958K | — | Held |
| GROUPAMA ASSET MANAGMENT | 7.57K | $918.7K | — | Held |
| Garde Capital, Inc. | 6.8K | $826.1K | — | Held |
| AXS Investments LLC | 6.41K | $777.8K | — | Held |
| INDEPENDENT FINANCIAL GROUP, LLC | 6.3K | $765.2K | −$68.8K | Cut−$435.8K |
| DGS Capital Management, LLC | 5.87K | $712.4K | −$56.4K | Added$28.7K |
| Allworth Financial LP | 5.86K | $711K | — | Held |
| Savant Capital, LLC | 4.3K | $522.6K | −$42K | Added$13.3K |
| Saranac Partners Ltd | 500K | $489.9K | — | New |
| Virtue Capital Management, LLC | 1.17K | $370.7K | — | Held |
| IFP Advisors, Inc | 2.91K | $353.8K | — | Held |
| Prestige Wealth Management Group LLC | 2.2K | $266.8K | −$285 | Added$263.3K |
| Investment Research Partners LLC | 2K | $252.5K | — | Held |
| Keel Point, LLC | 1.9K | $231.2K | — | Held |
| Cambria Investment Management, L.P. | 1.87K | $227.3K | — | Held |
| Nalls Sherbakoff Group, LLC | 560 | $68K | −$6.12K | Cut−$6.12K |
| AllSquare Wealth Management LLC | 225 | $27.3K | — | Held |
| Aventura Private Wealth, LLC | 206 | $25K | −$2.25K | Cut−$2.25K |
| MV CAPITAL MANAGEMENT, INC. | 120 | $14.6K | — | Held |
| KBC Group NV | 107.7K | $13.1K | — | Held |
| Cornerstone National Bank & Trust Co | 91 | $11K | −$994 | Cut−$994 |
| Scarborough Advisors, LLC | 57 | $6.92K | — | Held |
| Kilter Group LLC | 55 | $6.68K | — | Held |
| Noble Wealth Management PBC | 50 | $6.07K | — | Held |
| Principia Wealth Advisory, LLC | 29 | $3.52K | — | Held |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 19.5K | $2.37K | — | Held |
| MRP Capital Investments, LLC | 10 | $1.32K | — | Held |
| FNY Investment Advisers, LLC | 1.5K | $182 | — | Held |
| Clark Wealth Partners | 1 | $136 | $4 | Added$4 |