| MORGAN STANLEY | 26.2M | $2.22B | — | Held |
| BANK OF AMERICA CORP /DE/ | 15.4M | $1.31B | — | Held |
| BARCLAYS PLC | 4.88M | $412.5M | −$34.3M | Cut−$53.5M |
| Swiss Life Asset Management Ltd | 430.5K | $36.4M | −$2.98M | Cut−$2.38M |
| Sanctuary Advisors, LLC | 215.3K | $18.2M | −$1.49M | Cut−$1.18M |
| Allworth Financial LP | 209.1K | $17.7M | — | Held |
| Henshaw Capital LLC | 200.4K | $16.9M | −$1.41M | Cut−$1.41M |
| GW HENSSLER & ASSOCIATES LTD | 144.7K | $12.2M | — | Held |
| AIA Group Ltd | 129.9K | $11M | — | Held |
| OP Asset Management Ltd | 129.2K | $10.9M | −$895.4K | Cut−$735.7K |
| NWAM LLC | 60.2K | $5.09M | −$326.7K | Cut−$382.7K |
| Cresset Asset Management, LLC | 56.7K | $4.8M | −$392.7K | Cut−$319.8K |
| Farmers National Bank | 49.3K | $4.17M | — | Held |
| HARBOUR INVESTMENT MANAGEMENT LLC | 41.5K | $3.51M | — | Held |
| INDEPENDENT FINANCIAL GROUP, LLC | 38.3K | $3.24M | −$269.3K | Cut−$787.1K |
| Savant Capital, LLC | 30.7K | $2.6M | −$215.6K | Cut−$278K |
| IFP Advisors, Inc | 30.1K | $2.55M | — | Held |
| Absoluto Partners Gestao de Recursos Ltda | 29K | $2.45M | −$184.4K | Added$48.5K |
| Keel Point, LLC | 17.8K | $1.5M | — | Held |
| Tevis Investment Management | 15.5K | $1.31M | — | Held |
| Cape Investment Advisory, Inc. | 14.9K | $1.26M | — | Held |
| PEAK6 LLC | 14.8K | $1.25M | −$103.7K | Cut−$7.23M |
| Garde Capital, Inc. | 14.4K | $1.22M | — | Held |
| Roehl & Yi Investment Advisors, LLC | 13.9K | $972.6K | −$80.3K | Cut−$79.3K |
| Financial Insights, Inc. | 11.1K | $936.8K | — | Held |
| Pine Valley Investments Ltd Liability Co | 8.91K | $753.8K | −$62.6K | Cut−$254.2K |
| Flavin Financial Services, Inc. | 6.71K | $567.8K | −$47.3K | Cut−$68.2K |
| BROADWATER CAPITAL MANAGEMENT LLC | 3.61K | $305.4K | $301.8K | Cut−$25.4K |
| Prestige Wealth Management Group LLC | 3.53K | $298.8K | −$24.5K | Cut−$19.9K |
| Triumph Capital Management | 3.41K | $288.8K | — | New |
| Virtue Capital Management, LLC | 3.02K | $270.9K | — | Held |
| Retirement Solution LLC | 3.17K | $267.7K | −$22.3K | Cut−$132K |
| Invst, LLC | 2.53K | $213.9K | — | Held |
| AllSquare Wealth Management LLC | 1.9K | $160.7K | — | Held |
| Painted Porch Advisors LLC | 1.8K | $152.4K | — | Held |
| MV CAPITAL MANAGEMENT, INC. | 1.5K | $126.6K | — | Held |
| Medallion Wealth Advisors, LLC | 1.22K | $103.4K | −$9.86K | Added$10K |
| Aventura Private Wealth, LLC | 577 | $48.8K | −$4.03K | Cut−$14.4K |
| Saranac Partners Ltd | 340 | $29.1K | — | New |
| Nalls Sherbakoff Group, LLC | 326 | $27.6K | −$2.29K | Cut−$2.29K |
| KBC Group NV | 323.4K | $27.4K | — | Held |
| Noble Wealth Management PBC | 228 | $19.3K | — | Held |
| WFA of San Diego, LLC | 218 | $18.4K | — | Held |
| Strategic Investment Solutions, Inc. /IL | 198 | $16.8K | — | Held |
| Cornerstone National Bank & Trust Co | 103 | $8.71K | −$520 | Added$1.93K |
| Boreal Capital Management LLC | 100 | $8.46K | — | Held |
| EVOLUTION WEALTH MANAGEMENT INC. | 100 | $8.46K | — | Held |
| Kilter Group LLC | 91 | $7.7K | — | Held |
| Clark Wealth Partners | 73 | $6.15K | −$437 | Added$826 |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 51.3K | $4.34K | — | Held |
| Principia Wealth Advisory, LLC | 51 | $4.32K | — | Held |
| Holos Integrated Wealth LLC | 34 | $2.67K | — | Held |
| Essential Partners LLC | 14 | $1.18K | −$99 | Cut−$99 |
| Evolution Advisers, Inc. | 383 | $32 | — | Held |