| MORGAN STANLEY | 13.2M | $4.4B | — | Held |
| BANK OF AMERICA CORP /DE/ | 7.32M | $2.43B | — | Held |
| BARCLAYS PLC | 2.81M | $934.6M | $37.1M | Cut−$15.8M |
| Davis Selected Advisers | 247.9K | $82.4M | — | Held |
| Allworth Financial LP | 174.2K | $57.9M | — | Held |
| Alberta Investment Management Corp | 155K | $51.5M | $2.04M | Cut−$4.66M |
| Swiss Life Asset Management Ltd | 104.4K | $34.7M | $1.38M | Cut−$653K |
| Henshaw Capital LLC | 98.8K | $32.8M | $1.3M | Added$1.3M |
| PEAK6 LLC | 82.2K | $27.3M | $1.08M | Cut−$5.24M |
| OP Asset Management Ltd | 62.1K | $20.6M | $804K | Added$1.17M |
| MIROVA | 50K | $16.6M | — | Held |
| Cresset Asset Management, LLC | 49K | $16.3M | $640.2K | Added$787.7K |
| Hudson Bay Capital Management LP | 31.6K | $10.5M | — | Held |
| Savant Capital, LLC | 26K | $8.65M | $332.5K | Added$601.6K |
| AIA Group Ltd | 15.6K | $5.18M | — | Held |
| INDEPENDENT FINANCIAL GROUP, LLC | 12.2K | $4.04M | $155.7K | Added$267.6K |
| Leonteq Securities AG | 8.11K | $2.69M | $106.9K | Cut−$512.3K |
| IFP Advisors, Inc | 6.02K | $2M | — | Held |
| Invst, LLC | 5.41K | $1.8M | — | Held |
| Pine Valley Investments Ltd Liability Co | 5.16K | $1.71M | $67.9K | Cut−$51.4K |
| Garde Capital, Inc. | 5.16K | $1.71M | — | Held |
| Aventura Private Wealth, LLC | 4.76K | $1.58M | $61.5K | Added$95.4K |
| Investment Research Partners LLC | 4.39K | $1.57M | — | Held |
| Strategic Investment Advisors / MI | 3.46K | $1.15M | — | Held |
| HARBOUR INVESTMENT MANAGEMENT LLC | 3.05K | $1.01M | — | Held |
| CTC Alternative Strategies, Ltd. | 2.9K | $963.3K | — | Held |
| Keel Point, LLC | 2.66K | $883.4K | — | Held |
| Saranac Partners Ltd | 800K | $786.2K | — | New |
| Cambria Investment Management, L.P. | 2.13K | $707.8K | — | Held |
| NWAM LLC | 1.93K | $672.5K | $62.7K | Added$276.1K |
| Prestige Wealth Management Group LLC | 1.67K | $553.7K | $8.99K | Added$336.2K |
| Wealthspire Retirement, LLC | 1.65K | $549.1K | — | Held |
| MV CAPITAL MANAGEMENT, INC. | 1.51K | $501.6K | — | Held |
| Burton Enright Welch | 1.36K | $453.4K | $17.6K | Added$27.6K |
| GROUPAMA ASSET MANAGMENT | 1.15K | $381.7K | — | Held |
| Claris Financial LLC | 1.04K | $344K | — | Held |
| Peck Wealth Management, LLC | 1.02K | $339.5K | — | Held |
| Syverson Strege & Co | 1.02K | $339.1K | — | Held |
| Narus Financial Partners, LLC | 914 | $303.6K | — | Held |
| PVG ASSET MANAGEMENT CORP | 786 | $261.1K | — | Held |
| Medallion Wealth Advisors, LLC | 781 | $259.4K | $8.62K | Added$3.16K |
| Farmers National Bank | 770 | $255.8K | — | Held |
| PCG ASSET MANAGEMENT, LLC | 755 | $250.8K | — | Held |
| Silver Grove Financial Group, Inc. | 755 | $250.7K | — | Held |
| GW HENSSLER & ASSOCIATES LTD | 660 | $219.2K | — | Held |
| Canal Capital Management, LLC | 631 | $209.7K | — | Held |
| Strategic Investment Solutions, Inc. /IL | 573 | $190.6K | — | Held |
| MRP Capital Investments, LLC | 584 | $186.3K | — | Held |
| Catherine Avery Investment Management LLC | 550 | $182.7K | $7.25K | Cut−$40.6K |
| AXS Investments LLC | 528 | $175.4K | — | Held |
| KBC Group NV | 471.1K | $156.5K | — | Held |
| Boreal Capital Management LLC | 316 | $105K | — | Held |
| AllSquare Wealth Management LLC | 224 | $74.4K | — | Held |
| WFA of San Diego, LLC | 192 | $63.8K | — | Held |
| Kilter Group LLC | 183 | $60.8K | — | Held |
| Scarborough Advisors, LLC | 157 | $52.1K | — | Held |
| Noble Wealth Management PBC | 150 | $49.8K | — | Held |
| Cape Investment Advisory, Inc. | 79 | $26.2K | — | Held |
| Nalls Sherbakoff Group, LLC | 38 | $12.6K | $501 | Added$501 |
| Essential Partners LLC | 35 | $11.6K | $429 | Added$1.43K |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 25K | $8.29K | — | Held |
| Principia Wealth Advisory, LLC | 21 | $6.97K | — | Held |
| SkyView Investment Advisors, LLC | 2.37K | $907 | — | Held |
| ADVISORS MANAGEMENT GROUP INC /ADV | 1.25K | $416 | — | Held |
| Clark Wealth Partners | 1 | $370 | — | New |
| EVOLUTION WEALTH MANAGEMENT INC. | 1 | $332 | — | Held |