| BANK OF AMERICA CORP /DE/ | 11.5M | $957.4M | — | Held |
| MORGAN STANLEY | 10.7M | $892.5M | — | Held |
| BARCLAYS PLC | 2.03M | $170M | −$35.4M | Cut−$37.9M |
| Swiss Life Asset Management Ltd | 1.2M | $100.5M | −$20.4M | Cut−$18M |
| CapWealth Advisors, LLC | 216.2K | $18.1M | — | Held |
| Allworth Financial LP | 192.8K | $16.1M | — | Held |
| TUDOR INVESTMENT CORP ET AL | 156.7K | $13.1M | — | Held |
| Sanctuary Advisors, LLC | 154.4K | $12.9M | −$2.57M | Cut−$2.03M |
| OP Asset Management Ltd | 79K | $6.6M | −$1.34M | Cut−$1.14M |
| NWAM LLC | 59.6K | $5.17M | $26.9K | Cut−$541.3K |
| Leonteq Securities AG | 45.2K | $3.78M | −$228K | Added$2.45M |
| Alberta Investment Management Corp | 43.7K | $3.65M | −$760.8K | Cut−$760.8K |
| Pine Valley Investments Ltd Liability Co | 43.3K | $3.62M | −$650.2K | Cut−$153.2K |
| Catherine Avery Investment Management LLC | 42.4K | $3.54M | −$436.3K | Added$1.01M |
| IFP Advisors, Inc | 38.7K | $3.23M | — | Held |
| Savant Capital, LLC | 34.3K | $2.86M | −$596.4K | Cut−$936.1K |
| BOURNE LENT ASSET MANAGEMENT INC | 26.1K | $2.18M | — | Held |
| Norris Financial Group, LLC | 25.1K | $2.09M | −$310.8K | Added$292K |
| PEAK6 LLC | 24.5K | $2.05M | −$58.2K | Added$1.71M |
| Investment Research Partners LLC | 18.6K | $1.81M | — | Held |
| Flavin Financial Services, Inc. | 18.8K | $1.57M | −$211.6K | Added$342.1K |
| INDEPENDENT FINANCIAL GROUP, LLC | 17.7K | $1.48M | −$307.5K | Cut−$545K |
| HARBOUR INVESTMENT MANAGEMENT LLC | 15.5K | $1.3M | — | Held |
| Cresset Asset Management, LLC | 11.7K | $976.3K | −$199.1K | Cut−$177.7K |
| Farmers National Bank | 11.2K | $935.5K | — | Held |
| Roehl & Yi Investment Advisors, LLC | 10.3K | $862.2K | −$133.2K | Added$90K |
| Millennium Capital Advisors, LLC | 10.1K | $842.2K | −$175.5K | Cut−$529.6K |
| Nicholas Wealth, LLC. | 8.89K | $742.9K | −$107.8K | Added$118K |
| AIA Group Ltd | 5.75K | $479.9K | — | Held |
| GROUPAMA ASSET MANAGMENT | 5.24K | $437.6K | — | Held |
| Virtue Capital Management, LLC | 7.89K | $396.8K | — | Held |
| Triumph Capital Management | 4.74K | $395.8K | — | New |
| Womack Financial LLC | 4.7K | $392.5K | −$75.5K | Cut−$45.3K |
| Claris Financial LLC | 4.06K | $339.3K | — | Held |
| RIA Advisory Group LLC | 3.76K | $314.2K | — | Held |
| Strategic Investment Solutions, Inc. /IL | 3.47K | $290K | — | Held |
| DGS Capital Management, LLC | 2.6K | $217K | −$36.9K | Added$2.92K |
| Boreal Capital Management LLC | 2.06K | $171.8K | — | Held |
| Cape Investment Advisory, Inc. | 1.3K | $108.7K | — | Held |
| BROADWATER CAPITAL MANAGEMENT LLC | 1.25K | $104.8K | $103.6K | Cut−$53.1K |
| Essential Partners LLC | 1.22K | $101.6K | −$21.2K | Cut−$535.1K |
| Medallion Wealth Advisors, LLC | 810 | $67.6K | −$12.7K | Added$4.27K |
| Clark Wealth Partners | 551 | $54.6K | −$148 | Added$43.9K |
| Painted Porch Advisors LLC | 291 | $24.3K | — | Held |
| Saranac Partners Ltd | 230 | $19.4K | — | New |
| MV CAPITAL MANAGEMENT, INC. | 225 | $18.8K | — | Held |
| EVOLUTION WEALTH MANAGEMENT INC. | 211 | $17.6K | — | Held |
| Aventura Private Wealth, LLC | 168 | $14K | −$2.92K | Cut−$5.65K |
| WFA of San Diego, LLC | 155 | $12.9K | — | Held |
| KBC Group NV | 150.7K | $12.6K | — | Held |
| Prestige Wealth Management Group LLC | 135 | $11.3K | −$2.35K | Cut−$4.27K |
| SIMA Wealth Partners, LLC | 134 | $11.2K | — | Held |
| AllSquare Wealth Management LLC | 104 | $8.69K | — | Held |
| Kilter Group LLC | 71 | $5.93K | — | Held |
| Nalls Sherbakoff Group, LLC | 70 | $5.83K | −$1.25K | Cut−$1.08K |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 33.2K | $2.77K | — | Held |
| Principia Wealth Advisory, LLC | 33 | $2.76K | — | Held |
| Holos Integrated Wealth LLC | 22 | $1.82K | — | Held |
| ADVISORS MANAGEMENT GROUP INC /ADV | 7.74K | $647 | — | Held |
| Pensionfund Sabic | 6.6K | $551 | −$115 | Cut−$115 |
| Evolution Advisers, Inc. | 79 | $6 | — | Held |
| FNY Investment Advisers, LLC | 71 | $5 | — | Held |