| MORGAN STANLEY | 1.24M | $372.2M | — | Held |
| BARCLAYS PLC | 639.9K | $191.8M | −$4.98M | Added$82.2M |
| BANK OF AMERICA CORP /DE/ | 490.9K | $147.1M | — | Held |
| Cresset Asset Management, LLC | 126.2K | $37.8M | −$1.8M | Cut−$2.01M |
| INDEPENDENT FINANCIAL GROUP, LLC | 18.7K | $5.61M | −$267.5K | Cut−$385.8K |
| Swiss Life Asset Management Ltd | 17.8K | $5.34M | −$223.3K | Added$428.1K |
| Sanctuary Advisors, LLC | 17.6K | $5.29M | −$189.7K | Added$1.12M |
| GROUPAMA ASSET MANAGMENT | 4.75M | $4.71M | — | Held |
| OP Asset Management Ltd | 15.2K | $4.57M | −$205.7K | Added$46.6K |
| Leonteq Securities AG | 9.24K | $2.77M | −$75.9K | Added$1.1M |
| Virtue Capital Management, LLC | 4.14K | $1.24M | — | Held |
| Allworth Financial LP | 3.52K | $1.06M | — | Held |
| Noble Wealth Management PBC | 3.33K | $997.9K | — | Held |
| Essential Partners LLC | 3.11K | $930.7K | −$29.2K | Added$288.7K |
| NWAM LLC | 2.36K | $720.7K | $44.8K | Cut−$68.1K |
| IFP Advisors, Inc | 1.67K | $500.4K | — | Held |
| Medallion Wealth Advisors, LLC | 1.02K | $305.7K | −$7.28K | Added$58.9K |
| Investment Research Partners LLC | 868 | $278.6K | — | Held |
| Seros Financial, LLC | 830 | $248.7K | — | Held |
| Savant Capital, LLC | 804 | $240.9K | −$11.2K | Cut−$4.89K |
| Triumph Capital Management | 766 | $229.5K | −$10.9K | Cut−$44.2K |
| Holos Integrated Wealth LLC | 110 | $34.1K | — | Held |
| Prestige Wealth Management Group LLC | 102 | $30.6K | −$1.46K | Cut−$1.46K |
| Aventura Private Wealth, LLC | 80 | $24K | −$1.14K | Cut−$1.14K |
| Scarborough Advisors, LLC | 77 | $23.1K | — | Held |
| KBC Group NV | 48K | $14.4K | — | Held |
| EVOLUTION WEALTH MANAGEMENT INC. | 30 | $8.99K | — | Held |
| MV CAPITAL MANAGEMENT, INC. | 16 | $4.79K | — | Held |
| Kilter Group LLC | 7 | $2.1K | — | Held |
| Principia Wealth Advisory, LLC | 6 | $1.8K | — | Held |
| FNY Investment Advisers, LLC | 5.5K | $1.65K | — | Held |
| Painted Porch Advisors LLC | 1 | $300 | — | Held |