| MORGAN STANLEY | 30.1M | $4.86B | — | Held |
| BANK OF AMERICA CORP /DE/ | 13.6M | $2.2B | — | Held |
| BARCLAYS PLC | 13.2M | $2.14B | $262.9M | Added$118.1M |
| Alecta Tjanstepension Omsesidigt | 2.23M | $361.3M | — | Held |
| Hudson Bay Capital Management LP | 1.93M | $311.6M | — | Held |
| CANTOR FITZGERALD, L. P. | 1.84M | $298.1M | — | Held |
| CTC LLC | 791.9K | $128.1M | — | Held |
| National Philanthropic Trust | 737K | $119.2M | — | New |
| Swiss Life Asset Management Ltd | 390.8K | $63.2M | $7.1M | Added$12.6M |
| Leonteq Securities AG | 296.1K | $47.9M | $2.94M | Added$26.9M |
| OP Asset Management Ltd | 246K | $39.8M | $4.89M | Added$2.08M |
| Allworth Financial LP | 87.5K | $14.2M | — | Held |
| IFP Advisors, Inc | 73K | $11.8M | — | Held |
| INDEPENDENT FINANCIAL GROUP, LLC | 64.2K | $10.4M | $1.28M | Cut−$315.9K |
| Cresset Asset Management, LLC | 59.8K | $9.68M | $1.13M | Added$1.63M |
| Integrated Financial Solutions, Inc. | 45.8K | $7.41M | $897.4K | Added$1M |
| GROUPAMA ASSET MANAGMENT | 35.4K | $5.72M | — | Held |
| Savant Capital, LLC | 35K | $5.66M | $666.8K | Added$904.5K |
| NWAM LLC | 16.4K | $3.84M | $963.9K | Added$974.4K |
| RIA Advisory Group LLC | 23.3K | $3.77M | — | Held |
| Altrafin AG | 21.5K | $3.47M | $401.4K | Added$608.5K |
| AIA Group Ltd | 19.3K | $3.12M | — | Held |
| Triumph Capital Management | 10.9K | $1.76M | $215.9K | Cut−$142.7K |
| Nicholas Wealth, LLC. | 7.39K | $1.2M | $135.7K | Added$228.1K |
| Pine Valley Investments Ltd Liability Co | 7K | $1.13M | $135K | Added$169.2K |
| SHERMAN PORFOLIOS, LLC | 6.51K | $1.05M | — | New |
| AXS Investments LLC | 6.45K | $1.04M | — | Held |
| Keel Point, LLC | 6.32K | $1.02M | — | Held |
| Wall Street Financial Group, Inc. | 6.14K | $994K | $75.9K | Added$452.8K |
| Cambria Investment Management, L.P. | 5.89K | $953.6K | — | Held |
| Aventura Private Wealth, LLC | 5.17K | $837.1K | $98.4K | Added$134.8K |
| Strategic Investment Solutions, Inc. /IL | 4.42K | $715.3K | — | Held |
| Severin Investments, LLC | 3.81K | $616.4K | $75.7K | Added$57.7K |
| Virtue Capital Management, LLC | 12.2K | $531.1K | — | Held |
| AllSquare Wealth Management LLC | 3.22K | $521.4K | — | Held |
| Financial Insights, Inc. | 2.86K | $463.4K | — | Held |
| DGS Capital Management, LLC | 1.97K | $318.4K | $39.1K | Cut−$13.4K |
| Invst, LLC | 1.88K | $303.5K | — | Held |
| Silver Grove Financial Group, Inc. | 1.86K | $301.7K | — | Held |
| MV CAPITAL MANAGEMENT, INC. | 1.74K | $280.7K | — | Held |
| Strategic Investment Advisors / MI | 1.65K | $266.9K | — | Held |
| Authentikos Wealth Advisory, LLC | 1.55K | $251.1K | — | New |
| Syverson Strege & Co | 1.53K | $246.9K | — | Held |
| CTC Alternative Strategies, Ltd. | 1.5K | $242.7K | — | Held |
| Flavin Financial Services, Inc. | 1.44K | $233.3K | — | New |
| Garde Capital, Inc. | 1.31K | $211.9K | — | Held |
| Medallion Wealth Advisors, LLC | 784 | $126.8K | $20.1K | Cut−$71.7K |
| KBC Group NV | 723.9K | $117.1K | — | Held |
| Prestige Wealth Management Group LLC | 650 | $105.2K | $12.9K | Added$13.2K |
| Scarborough Advisors, LLC | 619 | $100.2K | — | Held |
| Essential Partners LLC | 560 | $90.6K | $3.14K | Added$68.2K |
| Noble Wealth Management PBC | 390 | $63.1K | — | Held |
| Cornerstone National Bank & Trust Co | 352 | $57K | $7K | Added$7K |
| Nalls Sherbakoff Group, LLC | 350 | $56.6K | $4.97K | Added$21.2K |
| Kilter Group LLC | 334 | $54K | — | Held |
| Boreal Capital Management LLC | 294 | $47.6K | — | Held |
| EVOLUTION WEALTH MANAGEMENT INC. | 218 | $35.3K | — | Held |
| MRP Capital Investments, LLC | 150 | $21.3K | — | Held |
| Cape Investment Advisory, Inc. | 122 | $19.7K | — | Held |
| Principia Wealth Advisory, LLC | 91 | $14.7K | — | Held |
| Clark Wealth Partners | 60 | $12.8K | $2.38K | Added$8.17K |
| Painted Porch Advisors LLC | 75 | $12.1K | — | Held |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 73.3K | $11.9K | — | Held |
| ADVISORS MANAGEMENT GROUP INC /ADV | 40.2K | $6.51K | — | Held |
| WFA of San Diego, LLC | 6 | $971 | — | Held |
| PEAK6 LLC | 3 | $528 | $70 | Cut−$83 |
| FNY Investment Advisers, LLC | 1.38K | $223 | — | Held |
| Lipe & Dalton | 470 | $76 | — | Held |