| BANK OF AMERICA CORP /DE/ | 3.9M | $2.96B | — | Held |
| MORGAN STANLEY | 2.11M | $1.6B | — | Held |
| BARCLAYS PLC | 521.4K | $395.3M | $13.3M | Added$240.2M |
| GROUPAMA ASSET MANAGMENT | 166.1K | $125.9M | — | Held |
| OP Asset Management Ltd | 86.7K | $65.8M | $3.6M | Added$23.6M |
| Sanctuary Advisors, LLC | 47.1K | $35.7M | $2.65M | Added$4.66M |
| Swiss Life Asset Management Ltd | 37K | $28M | $1.93M | Added$5.44M |
| Allworth Financial LP | 14.1K | $10.7M | — | Held |
| Cresset Asset Management, LLC | 11.6K | $8.82M | $668.6K | Added$988.6K |
| Hudson Bay Capital Management LP | 7.38K | $5.59M | — | Held |
| IFP Advisors, Inc | 6.72K | $5.1M | — | Held |
| Savant Capital, LLC | 5.27K | $4M | $314.6K | Added$274.1K |
| MIRABELLA FINANCIAL SERVICES LLP | 3.05K | $2.31M | — | Held |
| SUMMIT WEALTH GROUP LLC / CO | 54.3K | $1.97M | — | Held |
| Keel Point, LLC | 1.62K | $1.23M | — | Held |
| NWAM LLC | 1.64K | $1.21M | $21.9K | Cut−$500K |
| Strategic Investment Advisors / MI | 1.22K | $920.9K | — | Held |
| Virtue Capital Management, LLC | 830 | $629.3K | — | Held |
| Leonteq Securities AG | 808 | $612.6K | $42K | Added$121.6K |
| HOWARD BAILEY SECURITIES, LLC | 680 | $515.5K | $40.6K | Cut−$100.5K |
| National Philanthropic Trust | 478 | $362.4K | $27.5K | Added$41.1K |
| Syverson Strege & Co | 304 | $230.5K | — | Held |
| INDEPENDENT FINANCIAL GROUP, LLC | 273 | $207K | — | New |
| MV CAPITAL MANAGEMENT, INC. | 251 | $190.3K | — | Held |
| Aventura Private Wealth, LLC | 234 | $177.4K | $14K | Added$14K |
| SIMA Wealth Partners, LLC | 127 | $96.3K | — | Held |
| KBC Group NV | 46.8K | $35.5K | — | Held |
| Kilter Group LLC | 36 | $27.3K | — | Held |
| Prestige Wealth Management Group LLC | 30 | $22.7K | $1.79K | Added$1.79K |
| Medallion Wealth Advisors, LLC | 30 | $22.7K | $1.79K | Added$1.79K |
| Holos Integrated Wealth LLC | 21 | $15.1K | — | Held |
| Cape Investment Advisory, Inc. | 12 | $9.1K | — | Held |
| Principia Wealth Advisory, LLC | 10 | $7.58K | — | Held |
| Clark Wealth Partners | 6 | $5.27K | — | New |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 5.81K | $4.41K | — | Held |
| Painted Porch Advisors LLC | 5 | $3.79K | — | Held |
| Essential Partners LLC | 3 | $2.28K | $124 | Added$884 |
| PEAK6 LLC | 1 | $1.03K | $235 | Added$235 |