| MORGAN STANLEY | 41.7M | $9.64B | — | Held |
| BANK OF AMERICA CORP /DE/ | 25.2M | $5.82B | — | Held |
| BARCLAYS PLC | 4.89M | $1.13B | $222.9M | Added$232M |
| Alecta Tjanstepension Omsesidigt | 1.16M | $268.3M | — | Held |
| Swiss Life Asset Management Ltd | 872.2K | $201.9M | $40M | Added$39.7M |
| Sanctuary Advisors, LLC | 472.2K | $109.3M | $21.7M | Added$20.1M |
| MV CAPITAL MANAGEMENT, INC. | 270.5K | $62.6M | — | Held |
| Allworth Financial LP | 243.8K | $56.5M | — | Held |
| ONTARIO TEACHERS PENSION PLAN BOARD | 235.7K | $54.6M | — | New |
| OP Asset Management Ltd | 209K | $48.4M | $9.43M | Added$10.3M |
| Cresset Asset Management, LLC | 172.1K | $39.9M | $7.9M | Added$6.15M |
| GROUPAMA ASSET MANAGMENT | 160.5K | $37.2M | — | Held |
| Employees Provident Fund Board | 145K | $33.6M | $5.97M | Added$9.43M |
| Savant Capital, LLC | 140.4K | $32.5M | $6.39M | Added$6.68M |
| Pine Valley Investments Ltd Liability Co | 73.2K | $17M | $3.36M | Added$2.05M |
| Hudson Bay Capital Management LP | 69.4K | $16.1M | — | Held |
| INDEPENDENT FINANCIAL GROUP, LLC | 43.8K | $10.1M | $2.01M | Added$2.03M |
| IFP Advisors, Inc | 43.4K | $10M | — | Held |
| Saranac Partners Ltd | 629.1K | $7.75M | −$4.9M | Added$2.5M |
| MIRABELLA FINANCIAL SERVICES LLP | 32.9K | $7.6M | — | Held |
| Alberta Investment Management Corp | 31K | $7.18M | $1.31M | Added$1.87M |
| AIA Group Ltd | 26.8K | $6.21M | — | Held |
| NWAM LLC | 20.9K | $4.84M | $921.1K | Added$800.7K |
| Stillwater Wealth Management Group | 18.6K | $4.3M | — | Held |
| Kentucky Farm Bureau Mutual Insurance Co | 17K | $3.94M | $780.6K | Added$780.6K |
| Lindenwold Advisors, INC | 15.6K | $3.62M | — | Held |
| Farmers National Bank | 14.2K | $3.28M | — | Held |
| BROADWATER CAPITAL MANAGEMENT LLC | 13.2K | $3.05M | $3.04M | Added$598.8K |
| Prestige Wealth Management Group LLC | 12.2K | $2.82M | $211.2K | Added$1.97M |
| Millennium Capital Advisors, LLC | 12K | $2.77M | $549K | Added$455.5K |
| Keel Point, LLC | 11.9K | $2.75M | — | Held |
| Aventura Private Wealth, LLC | 9.48K | $2.19M | $426.1K | Added$472.6K |
| Invst, LLC | 7.34K | $1.7M | — | Held |
| Strategic Investment Advisors / MI | 6.79K | $1.57M | — | Held |
| Syverson Strege & Co | 6.5K | $1.5M | — | Held |
| Innova Wealth Partners | 5.94K | $1.38M | — | Held |
| DGS Capital Management, LLC | 5.9K | $1.37M | $240.2K | Added$393.7K |
| Leonteq Securities AG | 5.16K | $1.2M | $54.5K | Added$975.1K |
| Canal Capital Management, LLC | 4.91K | $1.14M | — | Held |
| National Philanthropic Trust | 4.86K | $1.12M | $188K | Added$364.4K |
| Nicholas Wealth, LLC. | 4.74K | $1.1M | $217.9K | Cut−$478K |
| Investment Research Partners LLC | 4.85K | $1.09M | — | Held |
| American State Bank (Iowa) | 4.52K | $1.05M | $206.6K | Added$211.2K |
| Tevis Investment Management | 4K | $926.2K | — | Held |
| Clark Wealth Partners | 3.96K | $905.6K | $164.4K | Added$193.9K |
| Wealthspire Retirement, LLC | 3.9K | $903.2K | — | Held |
| Gilbert Capital Group, Inc. | 3.82K | $885.4K | — | Held |
| Severin Investments, LLC | 3.81K | $881K | $174.7K | Cut−$240.9K |
| Womack Financial LLC | 3.35K | $775.2K | $153.7K | Added$153.6K |
| Cambria Investment Management, L.P. | 3.15K | $728.9K | — | Held |
| Virtue Capital Management, LLC | 5.93K | $720K | — | Held |
| Tributary Capital Management, LLC | 2.96K | $685.4K | — | Held |
| Finivi Inc. | 2.87K | $664.5K | $131.8K | Added$125.7K |
| Medallion Wealth Advisors, LLC | 2.71K | $627.4K | $115.5K | Added$114.9K |
| AllSquare Wealth Management LLC | 2.64K | $610.3K | — | Held |
| Henshaw Capital LLC | 2.48K | $573.1K | $113.7K | Added$113.7K |
| Steadtrust LLC | 2.41K | $558.4K | $104.7K | Added$134.6K |
| Ramiah Investment Group | 2.35K | $544.4K | $104.9K | Added$120.4K |
| Roehl & Yi Investment Advisors, LLC | 2.33K | $538.8K | $106.8K | Added$107K |
| Blackston Financial Advisory Group, LLC | 2.32K | $536.6K | $106.5K | Added$86.6K |
| PVG ASSET MANAGEMENT CORP | 2.29K | $530.5K | — | Held |
| Financial Insights, Inc. | 2.17K | $501.8K | — | Held |
| Narus Financial Partners, LLC | 2.1K | $485.1K | — | Held |
| Boreal Capital Management LLC | 1.97K | $455.8K | — | Held |
| Flavin Financial Services, Inc. | 1.96K | $453.8K | $90K | Added$90K |
| Fulcrum Equity Management | 1.94K | $449.2K | — | Held |
| Mullaney, Keating & Wright, Inc. | 1.93K | $446.9K | $88.6K | Added$88.6K |
| Wall Street Financial Group, Inc. | 1.89K | $438.3K | $86.9K | Added$83.6K |
| WFA of San Diego, LLC | 1.8K | $415.8K | — | Held |
| Painted Porch Advisors LLC | 1.79K | $414.2K | — | Held |
| ARKANSAS FINANCIAL GROUP, INC. | 1.73K | $401.1K | $77.9K | Added$86.4K |
| Scarborough Advisors, LLC | 1.72K | $398.4K | — | Held |
| HOWARD BAILEY SECURITIES, LLC | 1.71K | $395.2K | $78.4K | Cut−$110.4K |
| GW HENSSLER & ASSOCIATES LTD | 1.61K | $371.9K | — | Held |
| Silver Grove Financial Group, Inc. | 1.56K | $361.3K | — | Held |
| Parsonex Advisory Services, Inc. | 1.54K | $357K | $70.8K | Added$36.8K |
| Burton Enright Welch | 1.5K | $347.8K | $57K | Added$117.2K |
| LifeWealth Investments, LLC | 1.46K | $337.8K | $65.5K | Added$72.9K |
| Garde Capital, Inc. | 1.45K | $336.6K | — | Held |
| TUCKER ASSET MANAGEMENT LLC | 1.33K | $308.9K | $61.3K | Added$18.9K |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 1.25K | $290.4K | — | Held |
| KBC Group NV | 1.13M | $261.5K | — | Held |
| Seros Financial, LLC | 1.13K | $260.5K | — | Held |
| Claris Financial LLC | 7.62K | $258.6K | — | Held |
| Payne Capital Management, LLC | 1.07K | $248.8K | — | Held |
| VIRTUS ADVISERS, LLC | 941 | $217.9K | $2.02K | Added$209.7K |
| Holos Integrated Wealth LLC | 831 | $191.5K | — | Held |
| Cornerstone National Bank & Trust Co | 650 | $150.5K | $29.8K | Added$29.8K |
| Nalls Sherbakoff Group, LLC | 575 | $133.1K | $26.4K | Added$26.4K |
| AXS Investments LLC | 492 | $113.9K | — | Held |
| MRP Capital Investments, LLC | 562 | $104.3K | — | Held |
| Kilter Group LLC | 448 | $103.6K | — | Held |
| Catherine Avery Investment Management LLC | 262 | $60.6K | $11.9K | Added$12.1K |
| Cape Investment Advisory, Inc. | 254 | $58.8K | — | Held |
| Essential Partners LLC | 176 | $40.8K | $2.27K | Added$31.7K |
| Strategic Investment Solutions, Inc. /IL | 165 | $38.1K | — | Held |
| EVOLUTION WEALTH MANAGEMENT INC. | 101 | $23.4K | — | Held |
| SIMA Wealth Partners, LLC | 100 | $23.2K | — | Held |
| Principia Wealth Advisory, LLC | 88 | $20.4K | — | Held |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 79.8K | $18.5K | — | Held |
| Noble Wealth Management PBC | 43 | $9.96K | — | Held |
| Lipe & Dalton | 19.8K | $4.58K | — | Held |
| Pensionfund Sabic | 17.6K | $4.08K | $808 | Added$808 |
| SkyView Investment Advisors, LLC | 2.29K | $531 | — | Held |
| PEAK6 LLC | 2 | $526 | — | New |
| ADVISORS MANAGEMENT GROUP INC /ADV | 1.05K | $242 | — | Held |