| MORGAN STANLEY | 32.2M | $5.51B | — | Held |
| BANK OF AMERICA CORP /DE/ | 11.5M | $1.97B | — | Held |
| BARCLAYS PLC | 2.78M | $475.8M | $49.7M | Added$126.3M |
| National Philanthropic Trust | 1.44M | $245.6M | $30.6M | Added$4.66M |
| Swiss Life Asset Management Ltd | 592.7K | $101.3M | $12.6M | Added$11.7M |
| Sanctuary Advisors, LLC | 283.7K | $48.5M | $6.03M | Cut−$8.55M |
| PEAK6 LLC | 99.7K | $17M | $1.17M | Added$8.81M |
| Canal Capital Management, LLC | 87.2K | $14.9M | — | Held |
| OP Asset Management Ltd | 78.8K | $13.5M | $1.64M | Added$1.92M |
| INDEPENDENT FINANCIAL GROUP, LLC | 72K | $12.3M | $1.35M | Added$2.8M |
| Cresset Asset Management, LLC | 69.8K | $11.9M | $1.39M | Added$2.17M |
| Spinecap SAS | 65.1K | $11.1M | $1.38M | Added$1.38M |
| Hudson Bay Capital Management LP | 50K | $8.54M | — | Held |
| Allworth Financial LP | 42.3K | $7.22M | — | Held |
| Alberta Investment Management Corp | 35.5K | $6.07M | — | New |
| Kentucky Farm Bureau Mutual Insurance Co | 25K | $4.27M | $531.7K | Added$531.8K |
| Pine Valley Investments Ltd Liability Co | 20.6K | $3.52M | $401.1K | Added$699.3K |
| Steadtrust LLC | 20K | $3.42M | $425.4K | Added$425.4K |
| Savant Capital, LLC | 17.4K | $2.97M | $370K | Added$371.6K |
| AIA Group Ltd | 16.8K | $2.87M | — | Held |
| Cornerstone National Bank & Trust Co | 10.1K | $1.72M | $212.6K | Added$225.4K |
| Triumph Capital Management | 9.43K | $1.61M | $200.5K | Added$146.8K |
| Leonteq Securities AG | 8.15K | $1.39M | $173.3K | Cut−$337K |
| Invst, LLC | 7.24K | $1.24M | — | Held |
| NWAM LLC | 7.69K | $1.24M | −$93.2K | Cut−$87.4K |
| Nicholas Wealth, LLC. | 5.42K | $926.5K | $93.9K | Added$266.3K |
| IFP Advisors, Inc | 5.4K | $922.6K | — | Held |
| Keel Point, LLC | 4.89K | $836.4K | — | Held |
| PMG Family Office LLC | 3.68K | $628.7K | — | Held |
| Medallion Wealth Advisors, LLC | 3.27K | $558.4K | $67.5K | Added$69K |
| Millennium Capital Advisors, LLC | 2.8K | $478.4K | $58.5K | Added$67K |
| Cambria Investment Management, L.P. | 2.41K | $412.3K | — | Held |
| RIA Advisory Group LLC | 1.5K | $256.8K | — | Held |
| Blackston Financial Advisory Group, LLC | 1.43K | $243.5K | $30.4K | Cut−$34K |
| Finivi Inc. | 1.28K | $217.9K | — | New |
| Burton Enright Welch | 1.25K | $212.8K | — | New |
| Aventura Private Wealth, LLC | 994 | $169.8K | $20.2K | Added$28K |
| VIRTUS ADVISERS, LLC | 750 | $128.1K | — | New |
| Strategic Investment Solutions, Inc. /IL | 688 | $117.6K | — | Held |
| MV CAPITAL MANAGEMENT, INC. | 656 | $112.1K | — | Held |
| Nalls Sherbakoff Group, LLC | 589 | $100.6K | $12.5K | Added$12.5K |
| KBC Group NV | 460K | $78.6K | — | Held |
| EVOLUTION WEALTH MANAGEMENT INC. | 450 | $76.9K | — | Held |
| AllSquare Wealth Management LLC | 346 | $59.1K | — | Held |
| Cape Investment Advisory, Inc. | 341 | $58.3K | — | Held |
| Saranac Partners Ltd | 310 | $53K | — | New |
| Scarborough Advisors, LLC | 200 | $34.2K | — | Held |
| Boreal Capital Management LLC | 0 | $30.8K | — | Held |
| Noble Wealth Management PBC | 138 | $23.6K | — | Held |
| Painted Porch Advisors LLC | 111 | $19K | — | Held |
| Kilter Group LLC | 105 | $18K | — | Held |
| Essential Partners LLC | 96 | $16.4K | $2.01K | Added$2.35K |
| Clark Wealth Partners | 63 | $9.71K | $287 | Added$287 |
| Prestige Wealth Management Group LLC | 37 | $6.32K | $787 | Added$787 |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 33K | $5.64K | — | Held |
| Principia Wealth Advisory, LLC | 27 | $4.61K | — | Held |
| FNY Investment Advisers, LLC | 2K | $341 | — | Held |