| MORGAN STANLEY | 1.46M | $436.2M | — | Held |
| BANK OF AMERICA CORP /DE/ | 1.42M | $422.9M | — | Held |
| BARCLAYS PLC | 89.7K | $26.7M | $890.8K | Cut−$10.3M |
| Swiss Life Asset Management Ltd | 42.4K | $12.6M | $336.3K | Added$2.89M |
| OP Asset Management Ltd | 17.1K | $5.09M | $163.4K | Added$347.6K |
| NWAM LLC | 11.7K | $3.35M | $19.1K | Added$165.2K |
| Sanctuary Advisors, LLC | 10.4K | $3.09M | $71.9K | Added$1.01M |
| Allworth Financial LP | 10.3K | $3.07M | — | Held |
| INDEPENDENT FINANCIAL GROUP, LLC | 7.37K | $2.2M | $71.5K | Added$123.3K |
| Essential Partners LLC | 4.1K | $1.22M | $30.4K | Added$338.8K |
| TUDOR INVESTMENT CORP ET AL | 4.05K | $1.21M | — | Held |
| Leonteq Securities AG | 2.89K | $862.2K | $28.7K | Cut−$250.9K |
| Cape Investment Advisory, Inc. | 2.3K | $685.5K | — | Held |
| National Philanthropic Trust | 2.1K | $624.4K | $20.8K | Cut−$854.6K |
| Virtue Capital Management, LLC | 6.22K | $521.3K | — | Held |
| SUMMIT WEALTH GROUP LLC / CO | 11.8K | $464.2K | — | Held |
| HOWARD BAILEY SECURITIES, LLC | 1.14K | $339.3K | $11.3K | Cut−$5.11K |
| GROUPAMA ASSET MANAGMENT | 1.12K | $334.6K | — | Held |
| Savant Capital, LLC | 1.08K | $322.8K | $10.3K | Added$19.2K |
| IFP Advisors, Inc | 844 | $251.4K | — | Held |
| Canal Capital Management, LLC | 800 | $238.3K | — | Held |
| Investment Research Partners LLC | 759 | $217.6K | — | Held |
| AXS Investments LLC | 472 | $140.6K | — | Held |
| Aventura Private Wealth, LLC | 259 | $77.2K | $2.41K | Added$7.18K |
| MV CAPITAL MANAGEMENT, INC. | 138 | $41.1K | — | Held |
| WORMSER FRERES GESTION | 125 | $37.2K | — | Held |
| KBC Group NV | 71.8K | $21.4K | — | Held |
| Medallion Wealth Advisors, LLC | 57 | $17K | $566 | Added$566 |
| Boreal Capital Management LLC | 50 | $14.9K | — | Held |
| VIRTUS ADVISERS, LLC | 47 | $14K | $467 | Cut−$177.8K |
| Clark Wealth Partners | 14 | $3.13K | −$907 | Cut−$6.38K |
| Nalls Sherbakoff Group, LLC | 6 | $1.79K | $59 | Added$59 |
| Principia Wealth Advisory, LLC | 5 | $1.49K | — | Held |