| BARCLAYS PLC | 2.72M | $397.6M | $36.9M | Cut−$97M |
| DANSKE BANK A/S | 1.09M | $158.9M | $9.27M | Added$68.3M |
| Cresset Asset Management, LLC | 176.2K | $25.7M | — | Held |
| Swiss Life Asset Management Ltd | 159.3K | $23.3M | $2.07M | Added$3.01M |
| Savant Capital, LLC | 85K | $12.4M | $1.09M | Added$1.78M |
| FIRST NATIONAL BANK OF OMAHA | 63.6K | $9.29M | $862.4K | Added$582K |
| Leonteq Securities AG | 39.5K | $5.77M | $548.3K | Cut−$925.3K |
| Kentucky Farm Bureau Mutual Insurance Co | 33.3K | $4.87M | $452.2K | Added$452.2K |
| Catherine Avery Investment Management LLC | 31.3K | $4.57M | $418.9K | Added$481.7K |
| INDEPENDENT FINANCIAL GROUP, LLC | 20.9K | $3.05M | $228.6K | Added$816K |
| Pine Valley Investments Ltd Liability Co | 20.7K | $3.02M | $279.5K | Added$291.9K |
| Parsonex Advisory Services, Inc. | 17.6K | $2.58M | — | Held |
| NWAM LLC | 13.2K | $2.04M | — | Held |
| TUCKER ASSET MANAGEMENT LLC | 11.1K | $1.62M | $148.1K | Added$169.7K |
| Cornerstone National Bank & Trust Co | 8.75K | $1.28M | $118.6K | Added$90.8K |
| Millennium Capital Advisors, LLC | 8.15K | $1.19M | $107.8K | Added$136.9K |
| American State Bank (Iowa) | 8.12K | $1.19M | $110.1K | Added$96.8K |
| CORSAIR CAPITAL MANAGEMENT, L.P. | 4.9K | $715.2K | $66.4K | Added$66.4K |
| Steadtrust LLC | 4.83K | $704.7K | — | Held |
| SL ADVISORS, LLC | 4.7K | $686.6K | — | New |
| Roehl & Yi Investment Advisors, LLC | 4.33K | $631.7K | $58.6K | Added$59.3K |
| BROADWATER CAPITAL MANAGEMENT LLC | 594.6K | $594.6K | −$535.3K | Added$55.2K |
| Womack Financial LLC | 3.99K | $582.8K | $54.1K | Added$54.4K |
| Aventura Private Wealth, LLC | 3.71K | $542.5K | $49.2K | Added$62K |
| BRIGHTON SECURITIES CORP. | 2.51K | $366.6K | $34.1K | Cut−$89.7K |
| Severin Investments, LLC | 2.46K | $358.9K | $33.2K | Added$32.1K |
| HOWARD BAILEY SECURITIES, LLC | 2.42K | $353.2K | — | New |
| Finivi Inc. | 2.34K | $342.2K | $31.8K | Added$31.9K |
| Medallion Wealth Advisors, LLC | 2.15K | $314.1K | $29.2K | Added$17.5K |
| Prestige Wealth Management Group LLC | 2.11K | $308.7K | $28.7K | Added$9.72K |
| Blackston Financial Advisory Group, LLC | 1.8K | $262.7K | $24.4K | Added$6.28K |
| DGS Capital Management, LLC | 1.77K | $259.2K | $24.1K | Added$24.1K |
| ELEVATION POINT WEALTH PARTNERS, LLC | 744 | $108.7K | — | New |
| Nalls Sherbakoff Group, LLC | 584 | $85.3K | $5.55K | Added$31.1K |
| Essential Partners LLC | 416 | $60.7K | — | Held |
| Clark Wealth Partners | 148 | $21.5K | $1.92K | Added$992 |