| MORGAN STANLEY | 4.26M | $1.95B | — | Held |
| BANK OF AMERICA CORP /DE/ | 2.86M | $1.31B | — | Held |
| BARCLAYS PLC | 612.5K | $280.1M | −$31.4M | Cut−$34.5M |
| Sanctuary Advisors, LLC | 54.5K | $24.9M | −$2.69M | Cut−$1.75M |
| Cresset Asset Management, LLC | 50.7K | $23.2M | −$2.59M | Cut−$2.55M |
| Swiss Life Asset Management Ltd | 44.1K | $20.2M | −$1.97M | Added$588.2K |
| AIA Group Ltd | 34.9K | $15.9M | — | Held |
| OP Asset Management Ltd | 28.3K | $13M | −$1.45M | Cut−$6.27M |
| Pine Valley Investments Ltd Liability Co | 14.7K | $6.72M | −$642.5K | Added$342.4K |
| Savant Capital, LLC | 14.1K | $6.43M | −$720.3K | Cut−$879.4K |
| Allworth Financial LP | 9.67K | $4.42M | — | Held |
| INDEPENDENT FINANCIAL GROUP, LLC | 6.79K | $3.1M | −$331.6K | Cut−$189.3K |
| TUDOR INVESTMENT CORP ET AL | 6.1K | $2.79M | — | Held |
| J. Team Financial, Inc. | 4.42K | $2.02M | — | Held |
| Leonteq Securities AG | 3.6K | $1.65M | −$65.2K | Added$998.8K |
| IFP Advisors, Inc | 3.38K | $1.55M | — | Held |
| Legacy Financial Group LLC | 3.17K | $1.45M | — | Held |
| Finivi Inc. | 1.97K | $899.7K | −$101K | Cut−$105.6K |
| Aventura Private Wealth, LLC | 1.8K | $822.2K | −$92.1K | Cut−$103.8K |
| Investment Research Partners LLC | 1.65K | $779.5K | — | Held |
| Triumph Capital Management | 1.64K | $748.5K | — | New |
| Farmers National Bank | 1.32K | $601.8K | — | Held |
| NWAM LLC | 1.12K | $517.6K | −$70.4K | Cut−$2.82M |
| Keel Point, LLC | 1.13K | $516.9K | — | Held |
| Painted Porch Advisors LLC | 1.13K | $515.3K | — | Held |
| LifeWealth Investments, LLC | 1.08K | $495.4K | −$54.8K | Cut−$50.7K |
| Hudson Bay Capital Management LP | 929 | $424.8K | — | Held |
| Silver Grove Financial Group, Inc. | 907 | $414.7K | — | Held |
| AllSquare Wealth Management LLC | 856 | $391.4K | — | Held |
| MRP Capital Investments, LLC | 750 | $381.4K | — | Held |
| Alternative Investment Advisors, LLC. | 719 | $328.7K | — | Held |
| Canal Capital Management, LLC | 713 | $325.8K | — | Held |
| Millennium Capital Advisors, LLC | 631 | $288.6K | −$29.8K | Cut−$6.9K |
| HOWARD BAILEY SECURITIES, LLC | 578 | $264.3K | −$29.6K | Cut−$91.6K |
| MV CAPITAL MANAGEMENT, INC. | 522 | $238.7K | — | Held |
| Cape Investment Advisory, Inc. | 410 | $187.4K | — | Held |
| AXS Investments LLC | 372 | $170.1K | — | Held |
| Medallion Wealth Advisors, LLC | 268 | $122.5K | −$13.7K | Cut−$13.7K |
| Clark Wealth Partners | 191 | $88.9K | −$8.08K | Cut−$6.21K |
| WFA of San Diego, LLC | 159 | $72.7K | — | Held |
| Boreal Capital Management LLC | 115 | $52.8K | — | Held |
| KBC Group NV | 97.5K | $44.6K | — | Held |
| Prestige Wealth Management Group LLC | 73 | $33.5K | −$3.74K | Cut−$3.74K |
| Cornerstone National Bank & Trust Co | 59 | $27K | −$3.02K | Cut−$3.02K |
| Kilter Group LLC | 43 | $19.7K | — | Held |
| Principia Wealth Advisory, LLC | 13 | $5.94K | — | Held |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 11.4K | $5.21K | — | Held |
| Noble Wealth Management PBC | 10 | $4.57K | — | Held |
| Lipe & Dalton | 7.42K | $3.39K | — | Held |
| BROADWATER CAPITAL MANAGEMENT LLC | 5 | $2.29K | $2.28K | Cut−$256 |
| ADVISORS MANAGEMENT GROUP INC /ADV | 4.57K | $2.09K | — | Held |
| Essential Partners LLC | 2 | $920 | −$97 | Cut−$2.13K |
| SkyView Investment Advisors, LLC | 2.01K | $920 | — | Held |
| EVOLUTION WEALTH MANAGEMENT INC. | 1 | $457 | — | Held |