| BARCLAYS PLC | 1.91M | $1.51B | $332.1M | Added$298.5M |
| DANSKE BANK A/S | 250.4K | $197.2M | $35.3M | Added$72.6M |
| Swiss Life Asset Management Ltd | 108.2K | $85.2M | $16M | Added$28.7M |
| OP Asset Management Ltd | 30.1K | $23.7M | $5.23M | Added$4.87M |
| Danica Pension, Livsforsikringsaktieselskab | 22.1K | $17.4M | $2.3M | Added$9.3M |
| Sanctuary Advisors, LLC | 17.8K | $14M | $2.79M | Added$4.16M |
| Cresset Asset Management, LLC | 15.3K | $12.1M | — | Held |
| Altrafin AG | 9.13K | $7.19M | $1.58M | Added$1.53M |
| Kentucky Farm Bureau Mutual Insurance Co | 4K | $3.15M | $694.6K | Added$694.6K |
| Savant Capital, LLC | 3.48K | $2.74M | $568.5K | Added$731.5K |
| INDEPENDENT FINANCIAL GROUP, LLC | 1.57K | $1.23M | $198.3K | Added$532.3K |
| Aventura Private Wealth, LLC | 1.02K | $803.4K | $177.1K | Added$173.4K |
| DGS Capital Management, LLC | 953 | $750.2K | $164.2K | Added$169.7K |
| Severin Investments, LLC | 842 | $663K | $145.6K | Added$146.4K |
| Ramiah Investment Group | 805 | $634K | $139.8K | Added$128.7K |
| Prestige Wealth Management Group LLC | 701 | $552.2K | $121.6K | Added$122.3K |
| ELEVATION POINT WEALTH PARTNERS, LLC | 676 | $532.4K | $117.4K | Added$102K |
| Leonteq Securities AG | 601 | $473.4K | $103.8K | Cut−$308.8K |
| Saranac Partners Ltd | 540 | $425.3K | $93.8K | Added$17K |
| Essential Partners LLC | 489 | $385.2K | — | Held |
| National Philanthropic Trust | 460 | $362.3K | $79K | Added$82.9K |
| HOWARD BAILEY SECURITIES, LLC | 452 | $356K | $78.5K | Added$72.3K |
| Wall Street Financial Group, Inc. | 403 | $317.4K | — | Held |
| Blackston Financial Advisory Group, LLC | 352 | $277.2K | — | New |
| Retirement Solution LLC | 314 | $247K | — | New |
| NWAM LLC | 313 | $246.1K | — | Held |
| Catherine Avery Investment Management LLC | 300 | $236.3K | $52.1K | Added$52.1K |
| Burton Enright Welch | 290 | $228.4K | $50.4K | Added$7.38K |
| Clark Wealth Partners | 151 | $118.7K | $19.8K | Added$49.6K |
| VIRTUS ADVISERS, LLC | 100 | $78.8K | $17.4K | Added$17.4K |
| Medallion Wealth Advisors, LLC | 97 | $75.6K | $16.1K | Added$16.1K |
| Cornerstone National Bank & Trust Co | 57 | $44.9K | $9.9K | Added$9.9K |
| PEAK6 LLC | 3 | $2.14K | — | Held |