| Cresset Asset Management, LLC | 21.8M | $3.18B | $945.8M | Added$490.3M |
| MORGAN STANLEY | 18.6M | $2.71B | — | Held |
| BANK OF AMERICA CORP /DE/ | 6.44M | $938.6M | — | Held |
| BARCLAYS PLC | 2.54M | $369.9M | $110.2M | Added$105.1M |
| Hudson Bay Capital Management LP | 693.4K | $101M | — | Held |
| Swiss Life Asset Management Ltd | 421.9K | $61.5M | $16.8M | Added$21.8M |
| TUDOR INVESTMENT CORP ET AL | 386K | $56.2M | — | Held |
| Polar Asset Management Partners Inc. | 301.9K | $44M | — | Held |
| GW HENSSLER & ASSOCIATES LTD | 283.9K | $41.4M | — | Held |
| AIA Group Ltd | 182.4K | $26.6M | — | Held |
| OP Asset Management Ltd | 116.2K | $16.9M | $4.95M | Added$5.26M |
| PEAK6 LLC | 67.9K | $9.9M | — | New |
| Leonteq Securities AG | 43.4K | $6.33M | $1.89M | Added$536.5K |
| Allworth Financial LP | 43.2K | $6.29M | — | Held |
| Savant Capital, LLC | 38.7K | $5.65M | $1.67M | Added$1.71M |
| GROUPAMA ASSET MANAGMENT | 36.2K | $5.28M | — | Held |
| OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) | 30K | $4.37M | — | New |
| MIRABELLA FINANCIAL SERVICES LLP | 23.7K | $3.44M | — | Held |
| INDEPENDENT FINANCIAL GROUP, LLC | 22.4K | $3.26M | $971.9K | Added$906.9K |
| CANTOR FITZGERALD, L. P. | 21.3K | $3.1M | — | Held |
| Essential Partners LLC | 20.9K | $3.04M | $884.4K | Added$953.4K |
| NWAM LLC | 19K | $2.78M | $441.1K | Added$111.2K |
| Keel Point, LLC | 18.4K | $2.68M | — | Held |
| Pine Valley Investments Ltd Liability Co | 8.51K | $1.24M | $369.2K | Added$351.3K |
| IFP Advisors, Inc | 7.65K | $1.12M | — | Held |
| Severin Investments, LLC | 5.19K | $755.8K | $225.1K | Added$160.6K |
| Tevis Investment Management | 4.7K | $684.4K | — | Held |
| Strategic Investment Advisors / MI | 4.5K | $655.3K | — | Held |
| J. Team Financial, Inc. | 4.4K | $641.4K | — | Held |
| AXS Investments LLC | 4.31K | $628.6K | — | Held |
| Tributary Capital Management, LLC | 3.82K | $556.6K | — | Held |
| Virtue Capital Management, LLC | 108 | $463.3K | — | Held |
| LifeWealth Investments, LLC | 2.78K | $404.8K | $120.6K | Added$103.2K |
| Medallion Wealth Advisors, LLC | 2.64K | $384.1K | $112.6K | Added$134.3K |
| TUCKER ASSET MANAGEMENT LLC | 2.6K | $379.3K | $109.2K | Added$121.8K |
| Syverson Strege & Co | 2.13K | $311.1K | — | Held |
| DGS Capital Management, LLC | 1.93K | $280.8K | — | New |
| Nalls Sherbakoff Group, LLC | 1.65K | $240.4K | $71.6K | Added$35.8K |
| Fulcrum Equity Management | 1.59K | $231.1K | — | Held |
| Investment Research Partners LLC | 1.33K | $215.3K | — | Held |
| Bawa N Mallick Trust | 1.44K | $209.8K | — | New |
| PVG ASSET MANAGEMENT CORP | 1.43K | $208.7K | — | Held |
| KBC Group NV | 1.41M | $206.1K | — | Held |
| Invst, LLC | 1.4K | $204K | — | Held |
| MV CAPITAL MANAGEMENT, INC. | 1.13K | $164.5K | — | Held |
| VIRTUS ADVISERS, LLC | 1.11K | $162.2K | $48.3K | Added$42.6K |
| Aventura Private Wealth, LLC | 838 | $122.1K | $35K | Added$39.6K |
| WFA of San Diego, LLC | 200 | $29.1K | — | Held |
| BROADWATER CAPITAL MANAGEMENT LLC | 192 | $28K | $27.8K | Added$8.33K |
| Kilter Group LLC | 126 | $18.4K | — | Held |
| Painted Porch Advisors LLC | 86 | $12.5K | — | Held |
| Cape Investment Advisory, Inc. | 68 | $9.91K | — | Held |
| Prestige Wealth Management Group LLC | 53 | $7.72K | $1.48K | Added$4.24K |
| Principia Wealth Advisory, LLC | 49 | $7.14K | — | Held |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 46.5K | $6.78K | — | Held |
| Clark Wealth Partners | 51 | $6.68K | — | New |
| EVOLUTION WEALTH MANAGEMENT INC. | 25 | $3.64K | — | Held |
| FNY Investment Advisers, LLC | 7.48K | $1.09K | — | Held |