| MORGAN STANLEY | 15.9M | $4.49B | — | Held |
| BANK OF AMERICA CORP /DE/ | 5.19M | $1.46B | — | Held |
| BARCLAYS PLC | 2.7M | $760.6M | $7.15M | Added$92.6M |
| Swiss Life Asset Management Ltd | 271.3K | $76.6M | $793.1K | Added$2.51M |
| TUDOR INVESTMENT CORP ET AL | 119.8K | $33.8M | — | Held |
| Employees Provident Fund Board | 81K | $22.9M | $235.9K | Added$826.6K |
| GW HENSSLER & ASSOCIATES LTD | 59.6K | $16.8M | — | Held |
| OP Asset Management Ltd | 58.5K | $16.5M | $171.5K | Added$493.5K |
| Cresset Asset Management, LLC | 46.1K | $13M | $135.8K | Added$342.1K |
| Allworth Financial LP | 39.3K | $11.1M | — | Held |
| CapWealth Advisors, LLC | 36.7K | $10.3M | — | Held |
| Canal Capital Management, LLC | 22.4K | $6.31M | — | Held |
| AIA Group Ltd | 21.9K | $6.17M | — | Held |
| Savant Capital, LLC | 21.7K | $6.13M | $64.9K | Added$21.1K |
| NWAM LLC | 15.8K | $4.78M | $123.6K | Added$273.2K |
| Catherine Avery Investment Management LLC | 13.6K | $3.84M | $30K | Added$1.03M |
| GROUPAMA ASSET MANAGMENT | 12.4K | $3.49M | — | Held |
| Kentucky Farm Bureau Mutual Insurance Co | 10K | $2.82M | $29.9K | Added$29.9K |
| BOURNE LENT ASSET MANAGEMENT INC | 9.94K | $2.81M | — | Held |
| INDEPENDENT FINANCIAL GROUP, LLC | 9.93K | $2.8M | $29.3K | Added$55.6K |
| MV CAPITAL MANAGEMENT, INC. | 8.75K | $2.47M | — | Held |
| IFP Advisors, Inc | 8.12K | $2.29M | — | Held |
| Stillwater Wealth Management Group | 7.21K | $2.04M | — | Held |
| American State Bank (Iowa) | 7.01K | $1.98M | $20.7K | Added$42.2K |
| Leonteq Securities AG | 6.48K | $1.83M | $19.4K | Cut−$1.06M |
| Roehl & Yi Investment Advisors, LLC | 48.2K | $1.56M | −$1.36M | Added$20.4K |
| Wealthspire Retirement, LLC | 5.52K | $1.56M | — | Held |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 5.45K | $1.54M | — | Held |
| Strategic Investment Advisors / MI | 5.37K | $1.51M | — | Held |
| Painted Porch Advisors LLC | 4.76K | $1.34M | — | Held |
| Pine Valley Investments Ltd Liability Co | 4.61K | $1.3M | $13.8K | Added$18.9K |
| Farmers National Bank | 4.3K | $1.21M | — | Held |
| Flavin Financial Services, Inc. | 4.05K | $1.14M | $9.83K | Added$226.6K |
| Investment Research Partners LLC | 3.63K | $1.06M | — | Held |
| Keel Point, LLC | 3.63K | $1.02M | — | Held |
| PEAK6 LLC | 3.06K | $862.4K | $9.14K | Cut−$3.15M |
| WFA of San Diego, LLC | 2.44K | $687.4K | — | Held |
| Garde Capital, Inc. | 2.16K | $609.6K | — | Held |
| Severin Investments, LLC | 1.9K | $536.8K | $3.14K | Added$247K |
| DGS Capital Management, LLC | 1.78K | $503.3K | $3.64K | Added$140.8K |
| Scarborough Advisors, LLC | 1.73K | $488.4K | — | Held |
| Tributary Capital Management, LLC | 1.69K | $476.9K | — | Held |
| Triumph Capital Management | 1.54K | $435.4K | $2.91K | Added$163.5K |
| Prestige Wealth Management Group LLC | 1.46K | $410.6K | $4.13K | Added$29K |
| Parsonex Advisory Services, Inc. | 1.43K | $403.5K | $4.24K | Added$7.35K |
| National Philanthropic Trust | 1.36K | $383.5K | $3.21K | Added$83.6K |
| Kilter Group LLC | 1.29K | $363.8K | — | Held |
| Cambria Investment Management, L.P. | 1.28K | $362.6K | — | Held |
| Causey Wealth LLC | 1.18K | $333.4K | $3.53K | Added$3.53K |
| Medallion Wealth Advisors, LLC | 1.17K | $330.8K | −$5.01K | Cut−$4.73K |
| Wall Street Financial Group, Inc. | 990 | $279.4K | $2.19K | Added$75K |
| PCG ASSET MANAGEMENT, LLC | 928 | $261.9K | — | Held |
| Invst, LLC | 783 | $221K | — | Held |
| Syverson Strege & Co | 782 | $220.7K | — | Held |
| TUCKER ASSET MANAGEMENT LLC | 758 | $213.9K | $2.26K | Added$2.83K |
| Claris Financial LLC | 752 | $212.2K | — | Held |
| Burton Enright Welch | 736 | $207.7K | $2.15K | Added$6.67K |
| Blackston Financial Advisory Group, LLC | 711 | $200.7K | $2.07K | Cut−$24.7K |
| MRP Capital Investments, LLC | 650 | $181.5K | — | Held |
| Cape Investment Advisory, Inc. | 610 | $172.1K | — | Held |
| Principia Wealth Advisory, LLC | 575 | $162.2K | — | Held |
| VIRTUS ADVISERS, LLC | 541 | $152.7K | — | New |
| KBC Group NV | 485.4K | $137K | — | Held |
| AllSquare Wealth Management LLC | 404 | $114K | — | Held |
| Aventura Private Wealth, LLC | 360 | $101.6K | $1.08K | Cut−$48.9K |
| AXS Investments LLC | 150 | $42.3K | — | Held |
| Saranac Partners Ltd | 136 | $37.3K | — | New |
| Holos Integrated Wealth LLC | 113 | $32.8K | — | Held |
| BROADWATER CAPITAL MANAGEMENT LLC | 58 | $16.4K | $16.3K | Added$174 |
| Clark Wealth Partners | 27 | $8.84K | $1.3K | Added$1.3K |
| Strategic Investment Solutions, Inc. /IL | 25 | $7.05K | — | Held |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 24.3K | $6.86K | — | Held |
| SIMA Wealth Partners, LLC | 23 | $6.49K | — | Held |
| Lipe & Dalton | 8.6K | $2.43K | — | Held |
| Essential Partners LLC | 8 | $2.29K | $60 | Cut−$3.29K |
| Pensionfund Sabic | 7.4K | $2.09K | $22 | Added$22 |
| SkyView Investment Advisors, LLC | 1.43K | $404 | — | Held |
| ADVISORS MANAGEMENT GROUP INC /ADV | 776 | $219 | — | Held |
| Evolution Advisers, Inc. | 200 | $59 | — | Held |