| MORGAN STANLEY | 7.01M | $1.65B | — | Held |
| BANK OF AMERICA CORP /DE/ | 2.73M | $641.7M | — | Held |
| BARCLAYS PLC | 276.6K | $65M | −$2.36M | Cut−$60M |
| Sanctuary Advisors, LLC | 80.7K | $19M | −$689.1K | Cut−$2.18M |
| TUDOR INVESTMENT CORP ET AL | 79.1K | $18.6M | — | Held |
| Swiss Life Asset Management Ltd | 63.2K | $14.8M | −$461.3K | Added$1.69M |
| OP Asset Management Ltd | 24.3K | $5.71M | −$201.2K | Cut−$24.3K |
| SL ADVISORS, LLC | 18.4K | $4.33M | −$155.5K | Cut−$102.4K |
| Alberta Investment Management Corp | 17K | $3.99M | −$145.2K | Cut−$145.2K |
| Allworth Financial LP | 11.1K | $2.61M | — | Held |
| IFP Advisors, Inc | 8.38K | $1.97M | — | Held |
| Cresset Asset Management, LLC | 8.08K | $1.9M | −$65.7K | Added$28.7K |
| Essential Partners LLC | 2.92K | $685.2K | −$22.3K | Added$47.9K |
| Tevis Investment Management | 2.18K | $511.6K | — | Held |
| Investment Research Partners LLC | 1.89K | $398.8K | — | Held |
| INDEPENDENT FINANCIAL GROUP, LLC | 1.6K | $376K | −$13K | Added$5.33K |
| Savant Capital, LLC | 1.44K | $338.2K | −$9.18K | Added$75.4K |
| Leonteq Securities AG | 1.16K | $271.6K | −$9.87K | Cut−$162.3K |
| Keel Point, LLC | 1.11K | $261.1K | — | Held |
| Saranac Partners Ltd | 150K | $158.6K | — | New |
| Scarborough Advisors, LLC | 222 | $52.2K | — | Held |
| AXS Investments LLC | 185 | $43.5K | — | Held |
| Strategic Investment Solutions, Inc. /IL | 173 | $40.6K | — | Held |
| Prestige Wealth Management Group LLC | 92 | $21.6K | −$700 | Added$1.65K |
| Aventura Private Wealth, LLC | 84 | $19.7K | −$547 | Added$4.15K |
| KBC Group NV | 70.9K | $16.7K | — | Held |
| MV CAPITAL MANAGEMENT, INC. | 70 | $16.4K | — | Held |
| Clark Wealth Partners | 80 | $15.6K | −$3.93K | Cut−$13.7K |
| Medallion Wealth Advisors, LLC | 52 | $12.2K | −$55 | Cut−$55 |
| Holos Integrated Wealth LLC | 40 | $9.1K | — | Held |
| Principia Wealth Advisory, LLC | 15 | $3.52K | — | Held |
| Cape Investment Advisory, Inc. | 12 | $2.82K | — | Held |
| Kilter Group LLC | 6 | $1.41K | — | Held |