| MORGAN STANLEY | 11.5M | $840.1M | — | Held |
| BANK OF AMERICA CORP /DE/ | 3.98M | $290.3M | — | Held |
| BARCLAYS PLC | 1.33M | $96.8M | −$10.9M | Cut−$5.57M |
| Swiss Life Asset Management Ltd | 476.4K | $34.8M | −$4.06M | Cut−$3.51M |
| TUDOR INVESTMENT CORP ET AL | 198.3K | $14.5M | — | Held |
| Sanctuary Advisors, LLC | 153.7K | $11.2M | −$1.26M | Cut−$693.4K |
| GW HENSSLER & ASSOCIATES LTD | 131.8K | $9.62M | — | Held |
| Allworth Financial LP | 129.4K | $9.44M | — | Held |
| Cresset Asset Management, LLC | 74.8K | $5.46M | −$317.5K | Added$2.46M |
| OP Asset Management Ltd | 67.1K | $4.9M | −$561.4K | Cut−$394.4K |
| Catherine Avery Investment Management LLC | 58.5K | $4.27M | −$2.33K | Added$4.25M |
| Fulcrum Equity Management | 50K | $3.65M | — | Held |
| SL ADVISORS, LLC | 41.5K | $3.03M | −$359.1K | Cut−$789.3K |
| GROUPAMA ASSET MANAGMENT | 30.6K | $2.23M | — | Held |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 27.6K | $2.01M | — | Held |
| Pine Valley Investments Ltd Liability Co | 27.2K | $1.99M | −$234.2K | Cut−$221.1K |
| Tevis Investment Management | 22.8K | $1.67M | — | Held |
| IFP Advisors, Inc | 13.4K | $980K | — | Held |
| Alternative Investment Advisors, LLC. | 12.6K | $923K | — | Held |
| Savant Capital, LLC | 8.95K | $653.3K | −$75K | Cut−$53.5K |
| INDEPENDENT FINANCIAL GROUP, LLC | 8.61K | $628.3K | −$74.6K | Cut−$339.7K |
| Norris Financial Group, LLC | 6.2K | $452.4K | — | New |
| Severin Investments, LLC | 5.47K | $399.5K | −$30.5K | Added$112.1K |
| Leonteq Securities AG | 4.61K | $336.3K | −$36.5K | Cut−$7.75K |
| Keel Point, LLC | 4.4K | $320.9K | — | Held |
| BRIGHTON SECURITIES CORP. | 3.87K | $282.2K | — | New |
| Blackston Financial Advisory Group, LLC | 3.59K | $261.9K | −$31K | Cut−$40.7K |
| Private Wealth Advisors, LLC | 3.54K | $258.7K | — | Held |
| Claris Financial LLC | 3.37K | $245.9K | — | Held |
| MV CAPITAL MANAGEMENT, INC. | 1.79K | $130.8K | — | Held |
| Saranac Partners Ltd | 1.28K | $93.8K | — | New |
| Painted Porch Advisors LLC | 1.05K | $76.6K | — | Held |
| AXS Investments LLC | 484 | $35.3K | — | Held |
| Kilter Group LLC | 207 | $15.1K | — | Held |
| Clark Wealth Partners | 136 | $10K | −$252 | Added$7.46K |
| ADVISORS MANAGEMENT GROUP INC /ADV | 81.7K | $5.96K | — | Held |
| Cape Investment Advisory, Inc. | 76 | $5.55K | — | Held |
| Prestige Wealth Management Group LLC | 76 | $5.55K | −$658 | Cut−$658 |
| KBC Group NV | 50.9K | $3.71K | — | Held |
| Medallion Wealth Advisors, LLC | 47 | $3.43K | −$377 | Cut−$377 |
| Lipe & Dalton | 36.9K | $2.69K | — | Held |
| Holos Integrated Wealth LLC | 32 | $2.21K | — | Held |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 28.2K | $2.06K | — | Held |
| Principia Wealth Advisory, LLC | 18 | $1.31K | — | Held |
| Aventura Private Wealth, LLC | 6 | $438 | −$52 | Cut−$52 |
| Essential Partners LLC | 4 | $292 | −$35 | Cut−$198 |