| MORGAN STANLEY | 7.24M | $3.45B | — | Held |
| BANK OF AMERICA CORP /DE/ | 5.85M | $2.79B | — | Held |
| BARCLAYS PLC | 1.18M | $561.4M | $104.7M | Added$16.7M |
| Alecta Tjanstepension Omsesidigt | 328.6K | $156.7M | — | Held |
| Swiss Life Asset Management Ltd | 180.8K | $86.3M | $15.4M | Added$19.2M |
| Sanctuary Advisors, LLC | 125.7K | $60M | $11.2M | Added$9.97M |
| Cresset Asset Management, LLC | 95.5K | $45.6M | $8.5M | Added$5.28M |
| Allworth Financial LP | 78.2K | $37.3M | — | Held |
| OP Asset Management Ltd | 54.6K | $26.1M | $4.74M | Added$5.38M |
| Savant Capital, LLC | 46.1K | $22M | $4.1M | Added$3.47M |
| Henshaw Capital LLC | 44.3K | $21.2M | $3.94M | Added$3.94M |
| Leonteq Securities AG | 20.7K | $9.86M | $938.4K | Added$5.77M |
| GROUPAMA ASSET MANAGMENT | 16.2K | $7.72M | — | Held |
| IFP Advisors, Inc | 15.7K | $7.47M | — | Held |
| INDEPENDENT FINANCIAL GROUP, LLC | 15.2K | $7.25M | $1.35M | Added$1.31M |
| MIRABELLA FINANCIAL SERVICES LLP | 15K | $7.2M | — | Held |
| Kentucky Farm Bureau Mutual Insurance Co | 15K | $7.16M | $1.33M | Added$1.33M |
| MV CAPITAL MANAGEMENT, INC. | 10.5K | $5.02M | — | Held |
| Alberta Investment Management Corp | 10K | $4.77M | $889.4K | Cut−$2.6M |
| Pine Valley Investments Ltd Liability Co | 7.9K | $3.77M | $702.8K | Added$673.3K |
| AIA Group Ltd | 5.33K | $2.54M | — | Held |
| NWAM LLC | 4.91K | $2.5M | $431K | Added$560K |
| Garde Capital, Inc. | 5.12K | $2.44M | — | Held |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 4.16K | $1.99M | — | Held |
| Keel Point, LLC | 3.59K | $1.71M | — | Held |
| Farmers National Bank | 2.82K | $1.35M | — | Held |
| Nicholas Wealth, LLC. | 2.78K | $1.33M | $226.1K | Added$341.5K |
| Prestige Wealth Management Group LLC | 2.57K | $1.22M | $227.4K | Added$232.6K |
| Hudson Bay Capital Management LP | 2.39K | $1.14M | — | Held |
| WFA of San Diego, LLC | 2.36K | $1.13M | — | Held |
| Claris Financial LLC | 1.96K | $936.3K | — | Held |
| Strategic Investment Advisors / MI | 1.79K | $856.6K | — | Held |
| Canal Capital Management, LLC | 1.71K | $818K | — | Held |
| Militia Capital Partners, LP | 1.6K | $763.4K | — | Held |
| Burton Enright Welch | 1.57K | $751K | $137.5K | Added$150.9K |
| Finivi Inc. | 1.32K | $630.5K | $116K | Added$125.1K |
| J. Team Financial, Inc. | 1.23K | $584.4K | — | Held |
| Silver Grove Financial Group, Inc. | 1.19K | $569.8K | — | Held |
| Legacy Financial Group LLC | 1.16K | $551.2K | — | Held |
| American State Bank (Iowa) | 1.15K | $550.6K | $101.7K | Added$106.5K |
| Severin Investments, LLC | 1.13K | $538K | $79.8K | Added$189.5K |
| Aventura Private Wealth, LLC | 1.02K | $488.2K | $85.1K | Added$116.6K |
| Wealthspire Retirement, LLC | 1.01K | $482.1K | — | Held |
| Wall Street Financial Group, Inc. | 983 | $469K | $77.6K | Added$130.1K |
| Virtue Capital Management, LLC | 2.21K | $457.3K | — | Held |
| Mullaney, Keating & Wright, Inc. | 925 | $441.4K | $80K | Added$92K |
| MRP Capital Investments, LLC | 1.1K | $427K | — | Held |
| PCG ASSET MANAGEMENT, LLC | 885 | $422.3K | — | Held |
| Investment Research Partners LLC | 716 | $418.9K | — | Held |
| Medallion Wealth Advisors, LLC | 865 | $412.3K | $74.5K | Added$74.1K |
| Narus Financial Partners, LLC | 821 | $391.7K | — | Held |
| Stillwater Wealth Management Group | 820 | $391K | — | Held |
| Syverson Strege & Co | 796 | $380K | — | Held |
| GW HENSSLER & ASSOCIATES LTD | 767 | $366K | — | Held |
| Invst, LLC | 739 | $352.6K | — | Held |
| Causey Wealth LLC | 711 | $339.3K | $63.2K | Added$63.2K |
| Cambria Investment Management, L.P. | 685 | $326.8K | — | Held |
| AXS Investments LLC | 684 | $326.4K | — | Held |
| BOURNE LENT ASSET MANAGEMENT INC | 618 | $294.9K | — | Held |
| Roehl & Yi Investment Advisors, LLC | 616 | $294K | $54.8K | Added$54.8K |
| Alternative Investment Advisors, LLC. | 564 | $269.4K | — | Held |
| Financial Insights, Inc. | 517 | $246.9K | — | Held |
| LifeWealth Investments, LLC | 465 | $221.9K | — | New |
| AllSquare Wealth Management LLC | 448 | $213.8K | — | Held |
| Peck Wealth Management, LLC | 437 | $208.5K | — | Held |
| CapWealth Advisors, LLC | 420 | $200.4K | — | Held |
| Vinland Capital Management Gestora de Recursos LTDA. | 389 | $185.6K | — | New |
| Clark Wealth Partners | 312 | $178.8K | $54.1K | Added$64.9K |
| Catherine Avery Investment Management LLC | 283 | $135K | $25.2K | Added$23.2K |
| BROADWATER CAPITAL MANAGEMENT LLC | 200 | $95.4K | $95.2K | Added$17.8K |
| Strategic Investment Solutions, Inc. /IL | 168 | $80.2K | — | Held |
| KBC Group NV | 146.5K | $69.9K | — | Held |
| Cape Investment Advisory, Inc. | 137 | $65.4K | — | Held |
| Essential Partners LLC | 114 | $54.4K | $5.08K | Added$32.3K |
| Nalls Sherbakoff Group, LLC | 96 | $45.9K | $8.6K | Added$8.6K |
| Kilter Group LLC | 79 | $37.7K | — | Held |
| Principia Wealth Advisory, LLC | 25 | $11.9K | — | Held |
| Noble Wealth Management PBC | 25 | $11.9K | — | Held |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 21.2K | $10.1K | — | Held |
| EVOLUTION WEALTH MANAGEMENT INC. | 19 | $9.07K | — | Held |
| Holos Integrated Wealth LLC | 13 | $6.39K | — | Held |
| Cornerstone National Bank & Trust Co | 9 | $4.29K | $800 | Added$800 |
| ADVISORS MANAGEMENT GROUP INC /ADV | 5.38K | $2.57K | — | Held |
| FNY Investment Advisers, LLC | 582 | $277 | — | Held |