| MORGAN STANLEY | 5.2M | $2.6B | — | Held |
| BANK OF AMERICA CORP /DE/ | 3M | $1.5B | — | Held |
| BARCLAYS PLC | 672.8K | $335.9M | $24M | Added$27.9M |
| Hudson Bay Capital Management LP | 73.2K | $36.6M | — | Held |
| Sanctuary Advisors, LLC | 48.9K | $24.4M | $1.76M | Added$327.2K |
| Allworth Financial LP | 30.4K | $15.2M | — | Held |
| Cresset Asset Management, LLC | 28K | $14M | $993K | Added$1.24M |
| GW HENSSLER & ASSOCIATES LTD | 19K | $9.46M | — | Held |
| Pine Valley Investments Ltd Liability Co | 18.3K | $9.14M | $611.9K | Added$1.29M |
| IFP Advisors, Inc | 10.7K | $5.36M | — | Held |
| Savant Capital, LLC | 7.51K | $3.75M | $271.2K | Cut−$37.8K |
| Leonteq Securities AG | 7.12K | $3.55M | $223.9K | Added$678.7K |
| Kentucky Farm Bureau Mutual Insurance Co | 7K | $3.49M | $252.5K | Added$252.5K |
| Stillwater Wealth Management Group | 5.02K | $2.51M | — | Held |
| Flavin Financial Services, Inc. | 4.89K | $2.44M | $155.1K | Added$445.1K |
| INDEPENDENT FINANCIAL GROUP, LLC | 4.01K | $2M | $138.5K | Added$224.4K |
| Lindenwold Advisors, INC | 3.38K | $1.69M | — | Held |
| PEAK6 LLC | 2.51K | $1.25M | $190 | Added$1.25M |
| Norris Financial Group, LLC | 1.8K | $898.6K | $64.9K | Cut−$158.3K |
| Prestige Wealth Management Group LLC | 1.67K | $835.9K | $60K | Added$66K |
| LifeWealth Investments, LLC | 1.64K | $819.2K | $52.9K | Added$137.2K |
| Clark Wealth Partners | 1.65K | $797.4K | $33.7K | Added$9.2K |
| Keel Point, LLC | 1.36K | $676.8K | — | Held |
| NWAM LLC | 1.3K | $658.9K | $104.5K | Added$106.6K |
| MV CAPITAL MANAGEMENT, INC. | 1.17K | $585.3K | — | Held |
| Roehl & Yi Investment Advisors, LLC | 1.15K | $574.6K | $41.5K | Cut−$2.48K |
| Canal Capital Management, LLC | 1.04K | $519.8K | — | Held |
| Claris Financial LLC | 980 | $489.3K | — | Held |
| SL ADVISORS, LLC | 976 | $487.2K | $35.2K | Cut−$63K |
| Investment Research Partners LLC | 731 | $354.8K | — | Held |
| Virtue Capital Management, LLC | 3.72K | $354.7K | — | Held |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 676 | $337.5K | — | Held |
| Nicholas Wealth, LLC. | 658 | $328.4K | $23.6K | Added$24.1K |
| Nalls Sherbakoff Group, LLC | 657 | $328K | $23.7K | Added$23.7K |
| Farmers National Bank | 623 | $311K | — | Held |
| Holos Integrated Wealth LLC | 608 | $307.1K | — | Held |
| Innova Wealth Partners | 550 | $274.6K | — | Held |
| BROADWATER CAPITAL MANAGEMENT LLC | 497 | $248.1K | $247.6K | Added$17.9K |
| WFA of San Diego, LLC | 478 | $238.6K | — | Held |
| Aventura Private Wealth, LLC | 438 | $218.7K | $5.81K | Added$144.1K |
| Medallion Wealth Advisors, LLC | 292 | $146K | $9.12K | Added$20.1K |
| Strategic Investment Solutions, Inc. /IL | 237 | $118.3K | — | Held |
| Boreal Capital Management LLC | 200 | $99.8K | — | Held |
| Essential Partners LLC | 161 | $80.4K | $5.82K | Cut−$891.3K |
| Catherine Avery Investment Management LLC | 157 | $78.4K | $5.66K | Added$5.66K |
| EVOLUTION WEALTH MANAGEMENT INC. | 144 | $71.9K | — | Held |
| MRP Capital Investments, LLC | 111 | $51.4K | — | Held |
| Painted Porch Advisors LLC | 55 | $27.5K | — | Held |
| NWI MANAGEMENT LP | 27K | $13.5K | — | New |
| Kilter Group LLC | 16 | $8.17K | — | Held |
| Cape Investment Advisory, Inc. | 12 | $5.99K | — | Held |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 9.4K | $4.69K | — | Held |
| Principia Wealth Advisory, LLC | 9 | $4.49K | — | Held |
| Lipe & Dalton | 4.46K | $2.22K | — | Held |
| Evolution Advisers, Inc. | 132 | $65 | — | Held |