| MORGAN STANLEY | 5.02M | $3.61B | — | Held |
| BANK OF AMERICA CORP /DE/ | 3.18M | $2.28B | — | Held |
| BARCLAYS PLC | 928.1K | $666.8M | $209.8M | Added$467.5M |
| Greenstone Partners & Co., LLC | 344.3K | $247.4M | — | Held |
| Davis Selected Advisers | 223.6K | $160.6M | — | Held |
| INDEPENDENT FINANCIAL GROUP, LLC | 31.7K | $22.8M | $4.04M | Added$19M |
| OP Asset Management Ltd | 30.2K | $21.7M | $11M | Added$11.3M |
| Swiss Life Asset Management Ltd | 30.1K | $21.6M | $11.1M | Added$10.7M |
| Sanctuary Advisors, LLC | 30K | $21.5M | $6.41M | Added$15.4M |
| Cresset Asset Management, LLC | 22.8K | $16.4M | $8.39M | Added$8.29M |
| Alberta Investment Management Corp | 10.9K | $7.83M | $810.6K | Added$7.06M |
| Polar Asset Management Partners Inc. | 10.8K | $7.73M | — | Held |
| Pine Valley Investments Ltd Liability Co | 9.7K | $6.97M | $815.4K | Added$6.2M |
| Norris Financial Group, LLC | 6.33K | $4.55M | $1.84M | Added$2.8M |
| Allworth Financial LP | 6.05K | $4.35M | — | Held |
| Integrated Financial Solutions, Inc. | 4.36K | $3.13M | $750.6K | Added$2.42M |
| AXS Investments LLC | 4.3K | $3.09M | — | Held |
| Invst, LLC | 3.74K | $2.69M | — | Held |
| Nicholas Wealth, LLC. | 3.54K | $2.54M | $1.3M | Added$1.29M |
| IFP Advisors, Inc | 3.07K | $2.21M | — | Held |
| AIA Group Ltd | 2.65K | $1.91M | — | Held |
| Savant Capital, LLC | 2.18K | $1.57M | $634.6K | Added$965.8K |
| Severin Investments, LLC | 1.72K | $1.24M | $449.7K | Added$808.2K |
| Leonteq Securities AG | 1.64K | $1.18M | $604.3K | Cut−$305.2K |
| DGS Capital Management, LLC | 1.1K | $787.5K | $389.8K | Added$417.1K |
| Triumph Capital Management | 1.03K | $737.9K | $272.7K | Added$478.9K |
| Finivi Inc. | 689 | $495.1K | $253.9K | Added$221.7K |
| Keel Point, LLC | 658 | $472.8K | — | Held |
| Millennium Capital Advisors, LLC | 620 | $445.5K | $224.8K | Added$231.9K |
| CORSAIR CAPITAL MANAGEMENT, L.P. | 600 | $431.1K | — | New |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 472 | $339.2K | — | Held |
| SHERMAN PORFOLIOS, LLC | 407 | $292.4K | $150K | Cut−$104.2K |
| Syverson Strege & Co | 360 | $258.7K | — | Held |
| Nalls Sherbakoff Group, LLC | 350 | $251.5K | $92.1K | Added$164K |
| Wall Street Financial Group, Inc. | 298 | $229.9K | — | New |
| Strategic Investment Solutions, Inc. /IL | 283 | $203.3K | — | Held |
| MV CAPITAL MANAGEMENT, INC. | 161 | $115.7K | — | Held |
| KBC Group NV | 118.2K | $84.9K | — | Held |
| Kilter Group LLC | 49 | $35.2K | — | Held |
| Essential Partners LLC | 29 | $20.8K | $2.95K | Added$18K |
| Prestige Wealth Management Group LLC | 18 | $12.9K | $6.63K | Added$4.53K |
| Aventura Private Wealth, LLC | 15 | $10.8K | $1.11K | Added$9.73K |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 12.2K | $8.77K | — | Held |
| Clark Wealth Partners | 13 | $8.76K | — | New |
| Principia Wealth Advisory, LLC | 11 | $7.9K | — | Held |
| Painted Porch Advisors LLC | 10 | $7.18K | — | Held |
| Scarborough Advisors, LLC | 5 | $3.59K | — | Held |
| FNY Investment Advisers, LLC | 2.18K | $1.56K | — | Held |
| PEAK6 LLC | 1 | $951 | $601 | Cut−$15.2M |
| Cape Investment Advisory, Inc. | 1 | $719 | — | Held |
| SkyView Investment Advisors, LLC | 725 | $521 | — | Held |