| MORGAN STANLEY | 229.1M | $58.3B | — | Held |
| BANK OF AMERICA CORP /DE/ | 123M | $31.3B | — | Held |
| BARCLAYS PLC | 41.8M | $10.7B | $2.07B | Added$1.31B |
| Swiss Life Asset Management Ltd | 4.04M | $1.03B | $194.8M | Added$220.5M |
| Alecta Tjanstepension Omsesidigt | 2.66M | $676M | — | Held |
| Allworth Financial LP | 1.94M | $494.4M | — | Held |
| Cresset Asset Management, LLC | 1.88M | $478.1M | $91.1M | Added$100.4M |
| OP Asset Management Ltd | 1.75M | $444.7M | $85.3M | Added$90.9M |
| Employees Provident Fund Board | 1.28M | $326.5M | $63.4M | Cut−$90.3M |
| GROUPAMA ASSET MANAGMENT | 1.28M | $325.8M | — | Held |
| Hudson Bay Capital Management LP | 1.01M | $257.3M | — | Held |
| Savant Capital, LLC | 722.7K | $184M | $33.8M | Added$43.8M |
| Henshaw Capital LLC | 643.5K | $163.9M | $31.8M | Added$31.8M |
| TUDOR INVESTMENT CORP ET AL | 581.6K | $148.1M | — | Held |
| INDEPENDENT FINANCIAL GROUP, LLC | 478.7K | $121.9M | $23.4M | Added$24.9M |
| IFP Advisors, Inc | 408.9K | $104.1M | — | Held |
| GW HENSSLER & ASSOCIATES LTD | 340.7K | $86.7M | — | Held |
| AIA Group Ltd | 296.4K | $75.5M | — | Held |
| ACADEMY CAPITAL MANAGEMENT | 288.9K | $73.6M | — | Held |
| NWAM LLC | 268.2K | $69.9M | $14.4M | Added$13.8M |
| Pine Valley Investments Ltd Liability Co | 263.1K | $67M | $13M | Added$13.2M |
| Polar Asset Management Partners Inc. | 251.6K | $64.1M | — | Held |
| Leonteq Securities AG | 232.7K | $59.2M | $11.5M | Added$3.16M |
| Mullaney, Keating & Wright, Inc. | 215.9K | $55M | $10.6M | Added$11.1M |
| Alberta Investment Management Corp | 213.1K | $54.3M | $10.5M | Added$3.46M |
| PEAK6 LLC | 139.2K | $35.4M | — | New |
| Keel Point, LLC | 132K | $33.6M | — | Held |
| BOURNE LENT ASSET MANAGEMENT INC | 130.4K | $33.2M | — | Held |
| Canal Capital Management, LLC | 129.3K | $32.9M | — | Held |
| Integrated Financial Solutions, Inc. | 123.8K | $31.5M | $5.91M | Added$6.99M |
| Aventura Private Wealth, LLC | 117K | $29.8M | $5.67M | Added$6.26M |
| Garde Capital, Inc. | 108.5K | $27.6M | — | Held |
| Prestige Wealth Management Group LLC | 104.3K | $26.6M | $5.16M | Added$4.93M |
| Farmers National Bank | 97K | $24.7M | — | Held |
| Millennium Capital Advisors, LLC | 94.6K | $24.1M | $4.68M | Added$3.78M |
| MIRABELLA FINANCIAL SERVICES LLP | 92K | $23.4M | — | Held |
| MV CAPITAL MANAGEMENT, INC. | 81.8K | $20.8M | — | Held |
| Strategic Investment Advisors / MI | 75.3K | $19.2M | — | Held |
| CapWealth Advisors, LLC | 75.3K | $19.2M | — | Held |
| CANTOR FITZGERALD, L. P. | 74.1K | $18.9M | — | Held |
| Peak Planning Group, LLC | 73.4K | $18.7M | $306.4K | Cut−$5.59M |
| National Philanthropic Trust | 66.9K | $17M | $3.05M | Added$4.39M |
| DGS Capital Management, LLC | 64.4K | $16.4M | $2.94M | Added$4.2M |
| WFA of San Diego, LLC | 56.4K | $14.4M | — | Held |
| Painted Porch Advisors LLC | 53.8K | $13.7M | — | Held |
| Strategic Investment Solutions, Inc. /IL | 53.1K | $13.5M | — | Held |
| Roehl & Yi Investment Advisors, LLC | 243.9K | $13.3M | −$340.8K | Added$2.05M |
| Kentucky Farm Bureau Mutual Insurance Co | 50K | $12.7M | $2.47M | Added$2.47M |
| Financial Insights, Inc. | 48.3K | $12.3M | — | Held |
| BROADWATER CAPITAL MANAGEMENT LLC | 47.2K | $12M | $12M | Added$2.31M |
| HARBOUR INVESTMENT MANAGEMENT LLC | 45.2K | $11.5M | — | Held |
| Invst, LLC | 40.9K | $10.4M | — | Held |
| Altrafin AG | 39.4K | $10M | $1.91M | Added$2.13M |
| LifeWealth Investments, LLC | 37.3K | $9.5M | $1.84M | Added$1.39M |
| Cambria Investment Management, L.P. | 36.5K | $9.3M | — | Held |
| NRI Wealth Management LC | 35.9K | $9.13M | — | Held |
| Burton Enright Welch | 35.2K | $8.95M | $1.71M | Added$1.85M |
| Claris Financial LLC | 35.1K | $8.94M | — | Held |
| Wealthspire Retirement, LLC | 33.4K | $8.51M | — | Held |
| Norris Financial Group, LLC | 32.5K | $8.29M | $1.61M | Added$1.49M |
| Lindenwold Advisors, INC | 31K | $7.9M | — | Held |
| Saranac Partners Ltd | 30.1K | $7.67M | $1.34M | Added$2.09M |
| Peck Wealth Management, LLC | 29.7K | $7.57M | — | Held |
| Investment Research Partners LLC | 26.3K | $7.09M | — | Held |
| Steadtrust LLC | 27K | $6.87M | $1.03M | Added$2.6M |
| Stillwater Wealth Management Group | 26.4K | $6.71M | — | Held |
| American State Bank (Iowa) | 25.7K | $6.55M | $1.27M | Added$1.3M |
| Noble Wealth Management PBC | 23.4K | $5.96M | — | Held |
| Tevis Investment Management | 23.4K | $5.96M | — | Held |
| J. Team Financial, Inc. | 23.3K | $5.93M | — | Held |
| RIA Advisory Group LLC | 23.3K | $5.92M | — | Held |
| Finivi Inc. | 22.7K | $5.79M | $1.11M | Added$1.17M |
| Flavin Financial Services, Inc. | 22.5K | $5.73M | $988.6K | Added$1.62M |
| Virtue Capital Management, LLC | 25.9K | $5.69M | — | Held |
| Parsonex Advisory Services, Inc. | 21.2K | $5.39M | $885K | Added$1.72M |
| Narus Financial Partners, LLC | 19.9K | $5.06M | — | Held |
| Wall Street Financial Group, Inc. | 19.8K | $5.03M | $840.5K | Added$1.51M |
| SSA SWISS ADVISORS AG | 19K | $4.85M | — | Held |
| PCG ASSET MANAGEMENT, LLC | 18.7K | $4.75M | — | Held |
| Boreal Capital Management LLC | 17.7K | $4.51M | — | Held |
| Syverson Strege & Co | 16.7K | $4.25M | — | Held |
| Silver Grove Financial Group, Inc. | 16.4K | $4.18M | — | Held |
| Triumph Capital Management | 16.1K | $4.09M | $794.2K | Cut−$231K |
| Medallion Wealth Advisors, LLC | 15.7K | $3.99M | $735K | Added$803.5K |
| Scarborough Advisors, LLC | 15.2K | $3.87M | — | Held |
| AXS Investments LLC | 15K | $3.82M | — | Held |
| TUCKER ASSET MANAGEMENT LLC | 14.9K | $3.8M | $730.2K | Added$770.2K |
| AllSquare Wealth Management LLC | 14.9K | $3.79M | — | Held |
| Capital Squared Financial LLC | 14.5K | $3.69M | $647.3K | Added$1M |
| Tributary Capital Management, LLC | 14.2K | $3.62M | — | Held |
| Payne Capital Management, LLC | 13.6K | $3.47M | — | Held |
| Financial Symmetry Inc | 13.1K | $3.35M | — | Held |
| Nalls Sherbakoff Group, LLC | 12.9K | $3.29M | $639.6K | Added$406.3K |
| Blackston Financial Advisory Group, LLC | 11.5K | $2.92M | $567.5K | Added$244.2K |
| Womack Financial LLC | 11.4K | $2.9M | $563.3K | Added$488.4K |
| Private Wealth Advisors, LLC | 11.3K | $2.87M | — | Held |
| Cornerstone National Bank & Trust Co | 11.2K | $2.85M | $548.1K | Added$574.6K |
| Innova Wealth Partners | 11.2K | $2.84M | — | Held |
| MRP Capital Investments, LLC | 13.8K | $2.83M | — | Held |
| Legacy Financial Group LLC | 10.5K | $2.68M | — | Held |
| HOWARD BAILEY SECURITIES, LLC | 9.67K | $2.46M | $463.1K | Added$541.8K |
| Causey Wealth LLC | 9.64K | $2.46M | $476.9K | Added$477.4K |
| VIRTUS ADVISERS, LLC | 9.34K | $2.38M | $462.2K | Cut−$571.9K |
| Nicholas Wealth, LLC. | 9.23K | $2.35M | $408.9K | Added$654.9K |
| Authentikos Wealth Advisory, LLC | 9K | $2.29M | $445.2K | Added$377.1K |
| CORSAIR CAPITAL MANAGEMENT, L.P. | 8.99K | $2.29M | $444.4K | Added$444.4K |
| ARKANSAS FINANCIAL GROUP, INC. | 8.45K | $2.15M | $418K | Added$415.1K |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 8.37K | $2.13M | — | Held |
| Retirement Solution LLC | 8.3K | $2.11M | $410.7K | Added$392.1K |
| Holos Integrated Wealth LLC | 8.34K | $2.05M | — | Held |
| Strategic Point Investment Advisors, LLC | 7.91K | $2.01M | — | Held |
| Kilter Group LLC | 7.14K | $1.82M | — | Held |
| KBC Group NV | 6.83M | $1.74M | — | Held |
| Essential Partners LLC | 6.37K | $1.62M | $292.3K | Added$409.6K |
| Alternative Investment Advisors, LLC. | 6K | $1.53M | — | Held |
| BUSH INVESTMENT GROUP, LLC | 5.85K | $1.49M | — | Held |
| Severin Investments, LLC | 5.4K | $1.38M | $130.8K | Added$832.3K |
| Gilbert Capital Group, Inc. | 5.24K | $1.33M | — | Held |
| Seros Financial, LLC | 4.92K | $1.25M | — | Held |
| Clark Wealth Partners | 4.5K | $1.22M | $300K | Added$280.3K |
| Fulcrum Equity Management | 4.73K | $1.2M | — | Held |
| Cape Investment Advisory, Inc. | 4K | $1.02M | — | Held |
| Stark Wealth Management LLC | 3.94K | $1M | $16.6K | Cut−$1.65M |
| CMC Financial Group | 3.78K | $963.4K | — | Held |
| AtlasMark Financial, Inc | 3.68K | $936.5K | $181.9K | Added$181.9K |
| Tull Financial Group, Inc. | 3.1K | $790.5K | — | Held |
| PMG Family Office LLC | 3.06K | $780.3K | — | Held |
| SIMS INVESTMENT MANAGEMENT, LLC | 3.03K | $770.7K | — | Held |
| Principia Wealth Advisory, LLC | 2.87K | $731.9K | — | Held |
| EVOLUTION WEALTH MANAGEMENT INC. | 2.79K | $711.3K | — | Held |
| PETERSON WEALTH MANAGEMENT | 2.21K | $562.9K | — | Held |
| SIMA Wealth Partners, LLC | 1.97K | $502.4K | — | Held |
| PVG ASSET MANAGEMENT CORP | 1.93K | $492.2K | — | Held |
| Dean, Jacobson Financial Services, LLC | 1.87K | $476.4K | — | Held |
| Catherine Avery Investment Management LLC | 1.28K | $325.4K | $63.2K | Added$63.2K |
| Bullseye Investment Management, LLC | 1.41K | $313.5K | — | Held |
| BRIGHTON SECURITIES CORP. | 1.06K | $269.7K | $52.3K | Added$15.4K |
| CROSSPOINT FINANCIAL, LLC | 913 | $232.5K | — | Held |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 670K | $170.6K | — | Held |
| WORMSER FRERES GESTION | 400 | $101.8K | — | Held |
| NWI MANAGEMENT LP | 96.1K | $24.5K | $4.75K | Cut−$38.3K |
| Lipe & Dalton | 69.4K | $17.7K | — | Held |
| ADVISORS MANAGEMENT GROUP INC /ADV | 46.3K | $11.8K | — | Held |
| Pensionfund Sabic | 34.8K | $8.86K | $1.72K | Added$1.72K |
| SkyView Investment Advisors, LLC | 10.6K | $2.7K | — | Held |
| Evolution Advisers, Inc. | 5.42K | $1.38K | — | Held |
| FNY Investment Advisers, LLC | 2.84K | $722 | — | Held |