| BANK OF AMERICA CORP /DE/ | 24.2M | $2.31B | — | Held |
| MORGAN STANLEY | 20.2M | $1.93B | — | Held |
| BARCLAYS PLC | 6.83M | $650.6M | $26.9M | Added$359.5M |
| Swiss Life Asset Management Ltd | 852.8K | $81.2M | $6.88M | Added$6.1M |
| Cresset Asset Management, LLC | 166.9K | $16M | $1.24M | Added$2.56M |
| Sanctuary Advisors, LLC | 166.2K | $15.8M | $1.23M | Added$2.59M |
| GROUPAMA ASSET MANAGMENT | 57.6K | $5.49M | — | Held |
| Allworth Financial LP | 54.1K | $5.15M | — | Held |
| Tevis Investment Management | 53.5K | $5.13M | — | Held |
| Farmers National Bank | 44.6K | $4.25M | — | Held |
| IFP Advisors, Inc | 42.9K | $4.09M | — | Held |
| Hudson Bay Capital Management LP | 25K | $2.38M | — | Held |
| Savant Capital, LLC | 18.6K | $1.77M | $105.1K | Added$637.3K |
| INDEPENDENT FINANCIAL GROUP, LLC | 18.4K | $1.76M | $148.8K | Cut−$330.6K |
| MV CAPITAL MANAGEMENT, INC. | 17.2K | $1.64M | — | Held |
| NWAM LLC | 13.5K | $1.29M | $57.9K | Added$404.2K |
| DGS Capital Management, LLC | 10.2K | $975.3K | $77.4K | Added$139.6K |
| Pine Valley Investments Ltd Liability Co | 9.55K | $911.9K | $76.9K | Added$63.7K |
| American State Bank (Iowa) | 8.79K | $837K | $70.3K | Added$78.1K |
| Clark Wealth Partners | 8.44K | $810.5K | $64.3K | Added$180K |
| Roehl & Yi Investment Advisors, LLC | 8.14K | $775K | $65.7K | Added$59.1K |
| Investment Research Partners LLC | 6.18K | $566.8K | — | Held |
| AllSquare Wealth Management LLC | 5.92K | $563.5K | — | Held |
| Essential Partners LLC | 5.61K | $534K | $33.7K | Added$170.7K |
| Keel Point, LLC | 5.13K | $488.5K | — | Held |
| Prestige Wealth Management Group LLC | 4.69K | $450.3K | $35.9K | Added$58.9K |
| Aventura Private Wealth, LLC | 4.67K | $444.7K | $37.7K | Added$34.4K |
| Severin Investments, LLC | 4.05K | $385.7K | $32.7K | Added$28.4K |
| Flavin Financial Services, Inc. | 3.85K | $366.8K | $31.1K | Added$30.7K |
| AXS Investments LLC | 3.84K | $366K | — | Held |
| Cape Investment Advisory, Inc. | 3.67K | $349.2K | — | Held |
| Strategic Investment Advisors / MI | 3.57K | $340.2K | — | Held |
| Virtue Capital Management, LLC | 3.55K | $297.9K | — | Held |
| Catherine Avery Investment Management LLC | 3.07K | $292.3K | $24.8K | Cut−$3.21M |
| National Philanthropic Trust | 2.54K | $242.2K | — | New |
| Wealthspire Retirement, LLC | 2.3K | $218.7K | — | Held |
| Innova Wealth Partners | 2.21K | $210.5K | — | Held |
| Principia Wealth Advisory, LLC | 1.36K | $129.7K | — | Held |
| Strategic Investment Solutions, Inc. /IL | 1.36K | $129.7K | — | Held |
| Medallion Wealth Advisors, LLC | 1.04K | $99.2K | $7.74K | Added$7.75K |
| Boreal Capital Management LLC | 0 | $75.9K | — | Held |
| KBC Group NV | 409.1K | $39K | — | Held |
| Painted Porch Advisors LLC | 238 | $22.7K | — | Held |
| Saranac Partners Ltd | 173 | $16.3K | — | New |
| WFA of San Diego, LLC | 120 | $11.4K | — | Held |
| EVOLUTION WEALTH MANAGEMENT INC. | 111 | $10.6K | — | Held |
| Kilter Group LLC | 82 | $7.81K | — | Held |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 58K | $5.52K | — | Held |
| Scarborough Advisors, LLC | 56 | $5.33K | — | Held |
| ADVISORS MANAGEMENT GROUP INC /ADV | 52.5K | $5K | — | Held |
| Holos Integrated Wealth LLC | 28 | $2.67K | — | Held |
| Lipe & Dalton | 11K | $1.05K | — | Held |
| FNY Investment Advisers, LLC | 277 | $26 | — | Held |