| WGI DM, LLC | 1.3M | $270M | −$17.3M | Added$2.42M |
| MORGAN STANLEY | 838.2K | $173.4M | — | Held |
| BANK OF AMERICA CORP /DE/ | 604.5K | $125.1M | — | Held |
| TUDOR INVESTMENT CORP ET AL | 94.7K | $19.6M | — | Held |
| BARCLAYS PLC | 75.9K | $15.7M | −$1.09M | Cut−$4.63M |
| Swiss Life Asset Management Ltd | 19.5K | $4.04M | −$279.7K | Cut−$1.79M |
| Keel Point, LLC | 18.4K | $3.8M | — | Held |
| HARBOUR INVESTMENT MANAGEMENT LLC | 12.8K | $2.64M | — | Held |
| DGS Capital Management, LLC | 11.8K | $2.43M | −$168.5K | Cut−$359.2K |
| Sanctuary Advisors, LLC | 5.88K | $1.22M | −$81K | Cut−$33K |
| Cresset Asset Management, LLC | 4.86K | $1.01M | −$69.7K | Cut−$76.3K |
| Cape Investment Advisory, Inc. | 4.11K | $850.4K | — | Held |
| Virtue Capital Management, LLC | 16K | $833.3K | — | Held |
| OP Asset Management Ltd | 2.9K | $599.8K | −$41.6K | Cut−$41.6K |
| Strategic Investment Advisors / MI | 2.83K | $585.3K | — | Held |
| IFP Advisors, Inc | 1.45K | $300.4K | — | Held |
| RIA Advisory Group LLC | 1.2K | $247.7K | — | Held |
| Allworth Financial LP | 1.12K | $232.4K | — | Held |
| Aventura Private Wealth, LLC | 1.07K | $222K | −$6.41K | Added$123.1K |
| Triumph Capital Management | 991 | $205K | — | New |
| AllSquare Wealth Management LLC | 263 | $54.4K | — | Held |
| Medallion Wealth Advisors, LLC | 253 | $52.3K | −$3.62K | Cut−$3.62K |
| MV CAPITAL MANAGEMENT, INC. | 150 | $31K | — | Held |
| KBC Group NV | 117.5K | $24.3K | — | Held |
| Peck Wealth Management, LLC | 100 | $20.7K | — | Held |
| Scarborough Advisors, LLC | 71 | $14.7K | — | Held |
| Essential Partners LLC | 48 | $9.93K | — | New |
| Prestige Wealth Management Group LLC | 30 | $6.21K | −$430 | Cut−$430 |
| MRP Capital Investments, LLC | 20 | $4.42K | — | Held |
| Principia Wealth Advisory, LLC | 5 | $1.03K | — | Held |
| Kilter Group LLC | 1 | $207 | — | Held |