| MORGAN STANLEY | 11.1M | $719.3M | — | Held |
| FARALLON CAPITAL MANAGEMENT LLC | 6.99M | $454.5M | — | New |
| Galaxy Group Investments LLC | 5.02M | $326.6M | $19M | Cut−$6.35M |
| BARCLAYS PLC | 4.31M | $280M | $15.9M | Added$23.5M |
| TUDOR INVESTMENT CORP ET AL | 2.95M | $191.5M | — | Held |
| Hudson Bay Capital Management LP | 2.41M | $156.4M | — | Held |
| CANTOR FITZGERALD, L. P. | 1.5M | $97.8M | — | Held |
| Cresset Asset Management, LLC | 791.9K | $51.5M | $1.67M | Added$24.6M |
| BANK OF AMERICA CORP /DE/ | 627.4K | $40.8M | — | Held |
| Sanctuary Advisors, LLC | 333.8K | $21.7M | $995.7K | Added$5.62M |
| Polar Asset Management Partners Inc. | 267K | $17.4M | — | Held |
| Galaxy Digital Capital Management GP LLC | 170.2K | $11.1M | $637.3K | Added$771.9K |
| National Philanthropic Trust | 168K | $10.9M | $593.9K | Added$1.33M |
| Corecam Pte. Ltd. | 154.9K | $10.1M | $546.9K | Added$1.24M |
| Garde Capital, Inc. | 92.7K | $6.02M | — | Held |
| Militia Capital Partners, LP | 86.3K | $5.61M | — | Held |
| PEAK6 LLC | 73.6K | $4.79M | — | New |
| INDEPENDENT FINANCIAL GROUP, LLC | 47.7K | $3.1M | $125K | Added$1.08M |
| Persistent Asset Partners Ltd | 44.2K | $2.87M | — | Held |
| Pine Valley Investments Ltd Liability Co | 43.1K | $2.8M | $133.7K | Added$642.1K |
| Allworth Financial LP | 41.2K | $2.68M | — | Held |
| Savant Capital, LLC | 39.5K | $2.57M | $110K | Added$790.2K |
| IFP Advisors, Inc | 34.2K | $2.22M | — | Held |
| Strategic Investment Solutions, Inc. /IL | 29.8K | $1.94M | — | Held |
| Boreal Capital Management LLC | 28.1K | $1.83M | — | Held |
| RIA Advisory Group LLC | 28.1K | $1.83M | — | Held |
| Principia Wealth Advisory, LLC | 26.2K | $1.7M | — | Held |
| BRC Group Holdings, Inc. | 23.5K | $1.53M | $62.5K | Added$517.5K |
| Virtue Capital Management, LLC | 9.38K | $1.34M | — | Held |
| SUMMIT WEALTH GROUP LLC / CO | 1.45K | $1.28M | — | Held |
| Invst, LLC | 14.4K | $935.4K | — | Held |
| NWAM LLC | 13.9K | $890.5K | $16.4K | Added$62.9K |
| Ameraudi Asset Management, Inc. | 11.7K | $760.1K | — | Held |
| Narus Financial Partners, LLC | 6.21K | $403.6K | — | Held |
| DGS Capital Management, LLC | 5.95K | $386.6K | $22.5K | Added$14.3K |
| RETIREMENT FINANCIAL SOLUTIONS, LLC | 5.48K | $356.1K | — | New |
| Peak Planning Group, LLC | 5.42K | $352.3K | $64.8K | Cut−$3.98K |
| TUCKER ASSET MANAGEMENT LLC | 5.15K | $334.9K | $17.9K | Added$46.6K |
| Canal Capital Management, LLC | 4.76K | $309.4K | — | Held |
| Keel Point, LLC | 3.98K | $258.4K | — | Held |
| Gilbert Capital Group, Inc. | 3.77K | $245.2K | — | Held |
| EVOLUTION WEALTH MANAGEMENT INC. | 1.83K | $119.3K | — | Held |
| Saranac Partners Ltd | 1.55K | $100.7K | — | New |
| Cornerstone National Bank & Trust Co | 1.35K | $88.1K | $5.13K | Added$5.13K |
| NWI MANAGEMENT LP | 1M | $65K | — | New |
| Medallion Wealth Advisors, LLC | 724 | $47.1K | $3.43K | Added$7.33K |
| WFA of San Diego, LLC | 700 | $45.5K | — | Held |
| Prestige Wealth Management Group LLC | 649 | $42.2K | — | New |
| Kilter Group LLC | 400 | $26K | — | Held |
| Nalls Sherbakoff Group, LLC | 369 | $24K | $1.4K | Added$1.4K |
| Scarborough Advisors, LLC | 345 | $22.4K | — | Held |
| AllSquare Wealth Management LLC | 204 | $13.3K | — | Held |
| Essential Partners LLC | 200 | $13K | $739 | Added$1.06K |
| Cape Investment Advisory, Inc. | 185 | $12K | — | Held |
| FNY Investment Advisers, LLC | 10.4K | $673 | — | Held |
| Painted Porch Advisors LLC | 10 | $650 | — | Held |