| MORGAN STANLEY | 5.04M | $3.44B | — | Held |
| BARCLAYS PLC | 1.92M | $1.31B | −$200.3M | Cut−$196.3M |
| BANK OF AMERICA CORP /DE/ | 1.9M | $1.3B | — | Held |
| FARALLON CAPITAL MANAGEMENT LLC | 488.1K | $333.3M | — | New |
| Swiss Life Asset Management Ltd | 105.4K | $72M | −$11M | Cut−$13.3M |
| OP Asset Management Ltd | 30.7K | $20.9M | −$3.15M | Cut−$2.79M |
| Sanctuary Advisors, LLC | 19.7K | $13.5M | −$1.86M | Cut−$540K |
| Cresset Asset Management, LLC | 15.3K | $10.4M | −$1.6M | Cut−$1.63M |
| Polar Asset Management Partners Inc. | 10.3K | $7.03M | — | Held |
| AIA Group Ltd | 9.93K | $6.78M | — | Held |
| Canal Capital Management, LLC | 9.69K | $6.62M | — | Held |
| Altrafin AG | 8.83K | $6.03M | −$925.3K | Cut−$1.16M |
| Leonteq Securities AG | 7.05K | $4.81M | −$62.9K | Added$4.34M |
| Allworth Financial LP | 4.52K | $3.09M | — | Held |
| MV CAPITAL MANAGEMENT, INC. | 4.43K | $3.03M | — | Held |
| Kentucky Farm Bureau Mutual Insurance Co | 4K | $2.73M | −$418.9K | Cut−$418.9K |
| AXS Investments LLC | 3.93K | $2.68M | — | Held |
| GROUPAMA ASSET MANAGMENT | 3.87K | $2.65M | — | Held |
| IFP Advisors, Inc | 3.51K | $2.4M | — | Held |
| Savant Capital, LLC | 3.46K | $2.36M | −$361.8K | Cut−$381.5K |
| Keel Point, LLC | 2.71K | $1.85M | — | Held |
| Virtue Capital Management, LLC | 19.8K | $1.61M | — | Held |
| MIRABELLA FINANCIAL SERVICES LLP | 2.16K | $1.48M | — | Held |
| SUMMIT WEALTH GROUP LLC / CO | 2K | $957.9K | — | Held |
| INDEPENDENT FINANCIAL GROUP, LLC | 1.21K | $823.6K | −$126.3K | Cut−$409.8K |
| Aventura Private Wealth, LLC | 1.07K | $728.7K | −$106.8K | Cut−$74.7K |
| DGS Capital Management, LLC | 1.05K | $717.4K | −$99.7K | Cut−$32.8K |
| Severin Investments, LLC | 909 | $620.8K | −$88K | Cut−$42.2K |
| Essential Partners LLC | 800 | $546.3K | −$51.2K | Added$161.2K |
| Prestige Wealth Management Group LLC | 725 | $495.1K | −$73.4K | Cut−$57K |
| Ramiah Investment Group | 695 | $474.6K | −$72.8K | Cut−$159.4K |
| Saranac Partners Ltd | 665 | $454.1K | −$56.5K | Added$28.8K |
| Cambria Investment Management, L.P. | 589 | $402.2K | — | Held |
| National Philanthropic Trust | 578 | $394.7K | −$48.2K | Added$32.4K |
| BOURNE LENT ASSET MANAGEMENT INC | 566 | $386.5K | — | Held |
| Hudson Bay Capital Management LP | 512 | $349.6K | — | Held |
| Wall Street Financial Group, Inc. | 497 | $339.4K | −$42.2K | Added$22K |
| NWAM LLC | 502 | $335.2K | −$37.1K | Added$89.1K |
| Syverson Strege & Co | 433 | $295.7K | — | Held |
| HOWARD BAILEY SECURITIES, LLC | 428 | $292.3K | −$44.8K | Cut−$63.7K |
| Triumph Capital Management | 400 | $273.2K | — | New |
| Farmers National Bank | 380 | $259.5K | — | Held |
| PEAK6 LLC | 375 | $255.8K | −$98 | Added$253.6K |
| Silver Grove Financial Group, Inc. | 355 | $242.7K | — | Held |
| Blackston Financial Advisory Group, LLC | 346 | $236.3K | −$36.2K | Cut−$41K |
| Retirement Solution LLC | 314 | $214.2K | −$32.8K | Cut−$32.8K |
| Burton Enright Welch | 303 | $206.9K | −$30.4K | Cut−$21.5K |
| Catherine Avery Investment Management LLC | 300 | $204.9K | −$31.4K | Cut−$31.4K |
| KBC Group NV | 162.5K | $111K | — | Held |
| Clark Wealth Partners | 140 | $92.6K | −$17.5K | Cut−$26.2K |
| Medallion Wealth Advisors, LLC | 97 | $66.2K | −$9.38K | Cut−$9.38K |
| Cornerstone National Bank & Trust Co | 57 | $38.9K | −$5.97K | Cut−$5.97K |
| Boreal Capital Management LLC | 50 | $34.1K | — | Held |
| Kilter Group LLC | 49 | $33.5K | — | Held |
| Noble Wealth Management PBC | 31 | $21.2K | — | Held |
| Principia Wealth Advisory, LLC | 15 | $10.2K | — | Held |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 12.7K | $8.66K | — | Held |
| VIRTUS ADVISERS, LLC | 10 | $6.83K | −$1.05K | Cut−$71.9K |
| EVOLUTION WEALTH MANAGEMENT INC. | 4 | $2.73K | — | Held |
| Cape Investment Advisory, Inc. | 1 | $683 | — | Held |