| MORGAN STANLEY | 12.8M | $4.78B | — | Held |
| BANK OF AMERICA CORP /DE/ | 12.6M | $4.7B | — | Held |
| BARCLAYS PLC | 907.5K | $339.6M | $15.7M | Cut−$13.8M |
| Swiss Life Asset Management Ltd | 214.8K | $80.4M | $3.51M | Added$7.81M |
| Sanctuary Advisors, LLC | 94K | $35.2M | $1.5M | Added$4.19M |
| Allworth Financial LP | 67K | $25.1M | — | Held |
| Cresset Asset Management, LLC | 21.3K | $7.97M | $332.4K | Added$1.1M |
| Hudson Bay Capital Management LP | 13.6K | $5.1M | — | Held |
| INDEPENDENT FINANCIAL GROUP, LLC | 8.3K | $3.11M | $131.3K | Added$391.5K |
| Savant Capital, LLC | 7.97K | $2.98M | $131.9K | Added$256.5K |
| IFP Advisors, Inc | 7.82K | $2.93M | — | Held |
| NWAM LLC | 6.26K | $2.36M | −$34.1K | Cut−$3.38M |
| GROUPAMA ASSET MANAGMENT | 5.91K | $2.21M | — | Held |
| Parsonex Advisory Services, Inc. | 5.54K | $2.07M | — | New |
| Aventura Private Wealth, LLC | 4.35K | $1.63M | $74.3K | Added$83.3K |
| Peak Planning Group, LLC | 4.18K | $1.56M | $177.3K | Cut−$127K |
| Farmers National Bank | 4.09K | $1.53M | — | Held |
| Nicholas Wealth, LLC. | 3.15K | $1.18M | $48.5K | Added$168.6K |
| Pine Valley Investments Ltd Liability Co | 2.52K | $942.3K | $38.3K | Added$151.3K |
| Prestige Wealth Management Group LLC | 2.41K | $900.8K | $40.7K | Added$59.8K |
| Keel Point, LLC | 2.23K | $834.3K | — | Held |
| Militia Capital Partners, LP | 1.4K | $524K | — | Held |
| Clark Wealth Partners | 1.54K | $490.2K | −$1.15K | Added$479.5K |
| National Philanthropic Trust | 1.17K | $436.4K | $17.7K | Added$70.1K |
| Finivi Inc. | 816 | $305.3K | $14.1K | Added$14.1K |
| Cambria Investment Management, L.P. | 803 | $300.5K | — | Held |
| Invst, LLC | 762 | $285.2K | — | Held |
| Saranac Partners Ltd | 705 | $263.8K | — | New |
| Kilter Group LLC | 673 | $251.9K | — | Held |
| Financial Insights, Inc. | 648 | $242.5K | — | Held |
| Investment Research Partners LLC | 623 | $241.6K | — | Held |
| Virtue Capital Management, LLC | 6.54K | $239.1K | — | Held |
| AXS Investments LLC | 591 | $221.2K | — | Held |
| BRIGHTON SECURITIES CORP. | 554 | $207.3K | $9.55K | Cut−$180K |
| VIRTUS ADVISERS, LLC | 441 | $165K | — | New |
| PEAK6 LLC | 391 | $146.3K | — | New |
| Essential Partners LLC | 359 | $134.4K | $6K | Added$10.5K |
| MV CAPITAL MANAGEMENT, INC. | 315 | $117.9K | — | Held |
| Scarborough Advisors, LLC | 265 | $99.2K | — | Held |
| Holos Integrated Wealth LLC | 240 | $88.6K | — | Held |
| WFA of San Diego, LLC | 100 | $37.4K | — | Held |
| Boreal Capital Management LLC | 92 | $34.4K | — | Held |
| Noble Wealth Management PBC | 90 | $33.7K | — | Held |
| KBC Group NV | 78.4K | $29.3K | — | Held |
| EVOLUTION WEALTH MANAGEMENT INC. | 62 | $23.2K | — | Held |
| Medallion Wealth Advisors, LLC | 45 | $16.8K | $865 | Added$865 |
| Principia Wealth Advisory, LLC | 27 | $10.1K | — | Held |
| Catherine Avery Investment Management LLC | 25 | $9.36K | $431 | Added$431 |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 17.7K | $6.61K | — | Held |
| Painted Porch Advisors LLC | 10 | $3.74K | — | Held |
| Lipe & Dalton | 9.4K | $3.52K | — | Held |
| BROADWATER CAPITAL MANAGEMENT LLC | 8 | $2.99K | $2.99K | Added$138 |
| Cape Investment Advisory, Inc. | 6 | $2.25K | — | Held |
| SkyView Investment Advisors, LLC | 705 | $264 | — | Held |
| Evolution Advisers, Inc. | 126 | $47 | — | Held |