| WGI DM, LLC | 3.19M | $233.9M | — | Held |
| Henshaw Capital LLC | 330K | $24.2M | $179.7K | Added$23.1M |
| Sanctuary Advisors, LLC | 134.8K | $9.88M | — | Held |
| Altrafin AG | 50.2K | $3.68M | $533.4K | Cut−$474.9K |
| BARCLAYS PLC | 26.8K | $1.96M | $83.2K | Added$1.47M |
| Evelyn Partners Investment Management LLP | 17.3K | $1.27M | $184.1K | Added$179.6K |
| Savant Capital, LLC | 14.6K | $1.07M | — | Held |
| INDEPENDENT FINANCIAL GROUP, LLC | 13.2K | $967.7K | — | Held |
| FIRST NATIONAL BANK OF OMAHA | 12.7K | $929K | — | Held |
| ELEVATION POINT WEALTH PARTNERS, LLC | 11K | $808.2K | $117.3K | Added$98.8K |
| Finivi Inc. | 10.7K | $785.6K | $113K | Added$119.5K |
| BROADWATER CAPITAL MANAGEMENT LLC | 8.24K | $603.5K | $87.5K | Added$87.5K |
| National Philanthropic Trust | 7.07K | $517.9K | $74.8K | Added$77.3K |
| Roehl & Yi Investment Advisors, LLC | 7K | $513.2K | $74.5K | Added$66.1K |
| Severin Investments, LLC | 6.59K | $482.6K | $70K | Added$66.6K |
| TUCKER ASSET MANAGEMENT LLC | 5.21K | $381.9K | — | Held |
| Medallion Wealth Advisors, LLC | 3.08K | $225K | $22.1K | Added$22.1K |
| Swiss Life Asset Management Ltd | 3K | $219.8K | $31.9K | Cut−$88.1K |
| Leonteq Securities AG | 2.5K | $183.6K | $27K | Cut−$54.5K |
| CHESAPEAKE ASSET MANAGEMENT LLC | 1.5K | $110.3K | $16K | Added$16K |
| Evelyn Partners Asset Management Ltd | 866 | $63.5K | $9.2K | Cut−$318 |
| Nalls Sherbakoff Group, LLC | 270 | $19.8K | — | Held |
| Prestige Wealth Management Group LLC | 200 | $14.7K | $2.13K | Added$2.13K |
| Evelyn Partners Investment Management Services Ltd | 178 | $13K | $1.89K | Added$1.89K |
| Cornerstone National Bank & Trust Co | 175 | $12.8K | $1.86K | Added$1.86K |
| Clark Wealth Partners | 123 | $9.03K | $1.31K | Added$1.39K |
| Aventura Private Wealth, LLC | 16 | $1.17K | $170 | Added$170 |