| MORGAN STANLEY | 9.5M | $679.2M | — | Held |
| BANK OF AMERICA CORP /DE/ | 7.89M | $564.3M | — | Held |
| WGI DM, LLC | 4.4M | $314.8M | $4.06M | Added$59.4M |
| Henshaw Capital LLC | 317K | $22.7M | $355K | Cut−$848.6K |
| Sanctuary Advisors, LLC | 142.8K | $10.2M | $154.6K | Added$492K |
| TUDOR INVESTMENT CORP ET AL | 116.7K | $8.35M | — | Held |
| CANTOR FITZGERALD, L. P. | 43.9K | $3.14M | — | Held |
| Allworth Financial LP | 39.5K | $2.83M | — | Held |
| BARCLAYS PLC | 37.8K | $2.7M | $6.64K | Added$2.28M |
| SUMMIT WEALTH GROUP LLC / CO | 4.02K | $2.41M | — | Held |
| Altrafin AG | 27.6K | $1.97M | $30.9K | Cut−$663.4K |
| HARBOUR INVESTMENT MANAGEMENT LLC | 26.6K | $1.91M | — | Held |
| Savant Capital, LLC | 18.2K | $1.3M | $18.3K | Added$148.5K |
| Cresset Asset Management, LLC | 14.4K | $1.03M | $16K | Added$24.1K |
| IFP Advisors, Inc | 14.1K | $1.01M | — | Held |
| INDEPENDENT FINANCIAL GROUP, LLC | 14.1K | $1.01M | $14.8K | Added$79.7K |
| Finivi Inc. | 10.8K | $775.2K | $12K | Added$24.6K |
| NWAM LLC | 10.7K | $772.1K | $7.71K | Cut−$21.3K |
| GW HENSSLER & ASSOCIATES LTD | 10.7K | $762.6K | — | Held |
| National Philanthropic Trust | 8.02K | $573.3K | $7.95K | Added$73.3K |
| Investment Research Partners LLC | 7.11K | $536.7K | — | Held |
| Roehl & Yi Investment Advisors, LLC | 7.01K | $501.7K | $7.9K | Added$7.9K |
| Keel Point, LLC | 6.74K | $481.9K | — | Held |
| BROADWATER CAPITAL MANAGEMENT LLC | 5.37K | $383.8K | $378.4K | Cut−$195.1K |
| TUCKER ASSET MANAGEMENT LLC | 5.21K | $373K | $5.84K | Cut−$22.3K |
| Syverson Strege & Co | 4.23K | $302.8K | — | Held |
| AllSquare Wealth Management LLC | 4.15K | $296.9K | — | Held |
| Tevis Investment Management | 3.33K | $238.1K | — | Held |
| Narus Financial Partners, LLC | 3.03K | $216.6K | — | Held |
| Swiss Life Asset Management Ltd | 3K | $214.6K | $3.36K | Added$3.36K |
| Medallion Wealth Advisors, LLC | 2.9K | $207.5K | $1.75K | Cut−$10.8K |
| Leonteq Securities AG | 1.5K | $107.3K | $1.68K | Cut−$33.5K |
| Nalls Sherbakoff Group, LLC | 270 | $19.3K | $302 | Added$302 |
| Essential Partners LLC | 223 | $16K | — | New |
| Cape Investment Advisory, Inc. | 210 | $15K | — | Held |
| Prestige Wealth Management Group LLC | 200 | $14.3K | $224 | Added$224 |
| Principia Wealth Advisory, LLC | 152 | $10.9K | — | Held |
| Clark Wealth Partners | 127 | $9.33K | $344 | Added$564 |
| Boreal Capital Management LLC | 125 | $8.94K | — | Held |
| Aventura Private Wealth, LLC | 74 | $5.29K | $83 | Added$83 |
| ADVISORS MANAGEMENT GROUP INC /ADV | 37K | $2.65K | — | Held |
| Kilter Group LLC | 33 | $2.36K | — | Held |