| MORGAN STANLEY | 6.1M | $758.2M | — | Held |
| BANK OF AMERICA CORP /DE/ | 3.63M | $451.8M | — | Held |
| BARCLAYS PLC | 1.29M | $160.9M | −$4.25M | Added$41.2M |
| Swiss Life Asset Management Ltd | 178.9K | $22.2M | −$780.3K | Added$283.9K |
| Sanctuary Advisors, LLC | 66.6K | $8.28M | −$289.3K | Added$133.8K |
| OP Asset Management Ltd | 35.3K | $4.39M | −$155.8K | Added$3.08K |
| Pine Valley Investments Ltd Liability Co | 28.3K | $3.52M | −$113.8K | Added$327.5K |
| SUMMIT WEALTH GROUP LLC / CO | 51.3K | $2.83M | — | Held |
| Hudson Bay Capital Management LP | 22.1K | $2.74M | — | Held |
| TUDOR INVESTMENT CORP ET AL | 19.2K | $2.39M | — | Held |
| HARBOUR INVESTMENT MANAGEMENT LLC | 15.4K | $1.93M | — | Held |
| INDEPENDENT FINANCIAL GROUP, LLC | 14.8K | $1.84M | −$66.7K | Cut−$32.6K |
| Allworth Financial LP | 14.4K | $1.79M | — | Held |
| IFP Advisors, Inc | 12.1K | $1.51M | — | Held |
| Savant Capital, LLC | 11.1K | $1.38M | −$50.7K | Cut−$373K |
| Cresset Asset Management, LLC | 8.74K | $1.1M | −$38.8K | Cut−$14.1K |
| CTC Alternative Strategies, Ltd. | 7.6K | $945K | — | Held |
| NWAM LLC | 6.28K | $758.9K | −$24.8K | Cut−$31.6K |
| Farmers National Bank | 5.05K | $627.8K | — | Held |
| PVG ASSET MANAGEMENT CORP | 4.37K | $543.4K | — | Held |
| Strategic Investment Advisors / MI | 2.99K | $372K | — | Held |
| Leonteq Securities AG | 2.49K | $309.2K | −$6.89K | Added$115.2K |
| RIA Advisory Group LLC | 2.43K | $302.4K | — | Held |
| MV CAPITAL MANAGEMENT, INC. | 2.24K | $278.4K | — | Held |
| DGS Capital Management, LLC | 1.71K | $212.5K | — | New |
| Keel Point, LLC | 1.62K | $200.9K | — | Held |
| Painted Porch Advisors LLC | 1.6K | $198.6K | — | Held |
| Medallion Wealth Advisors, LLC | 1.26K | $157.2K | −$8.21K | Cut−$8.21K |
| Saranac Partners Ltd | 1.21K | $149.8K | — | New |
| Holos Integrated Wealth LLC | 778 | $93K | — | Held |
| BROADWATER CAPITAL MANAGEMENT LLC | 700 | $87K | $86.3K | Cut−$3.21K |
| Prestige Wealth Management Group LLC | 547 | $68.7K | −$2.51K | Cut−$3.16K |
| Cornerstone National Bank & Trust Co | 500 | $62.2K | −$2.29K | Cut−$2.29K |
| AllSquare Wealth Management LLC | 440 | $54.7K | — | Held |
| Aventura Private Wealth, LLC | 359 | $44.6K | −$1.64K | Cut−$50.8K |
| Strategic Investment Solutions, Inc. /IL | 331 | $41K | — | Held |
| Catherine Avery Investment Management LLC | 260 | $32.3K | −$1.15K | Added$98 |
| KBC Group NV | 156.9K | $19.5K | — | Held |
| Kilter Group LLC | 25 | $3.11K | — | Held |
| Principia Wealth Advisory, LLC | 18 | $2.24K | — | Held |
| Boreal Capital Management LLC | 17 | $2.13K | — | Held |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 15K | $1.86K | — | Held |
| Clark Wealth Partners | 16 | $1.61K | −$449 | Cut−$578 |
| Essential Partners LLC | 9 | $1.12K | −$39 | Cut−$41.9K |
| Pensionfund Sabic | 8.5K | $1.06K | −$39 | Cut−$39 |
| Cape Investment Advisory, Inc. | 3 | $373 | — | Held |
| ADVISORS MANAGEMENT GROUP INC /ADV | 2.88K | $358 | — | Held |
| SkyView Investment Advisors, LLC | 2.2K | $274 | — | Held |
| Evolution Advisers, Inc. | 1.57K | $195 | — | Held |