| BANK OF AMERICA CORP /DE/ | 14.7M | $897.9M | — | Held |
| MORGAN STANLEY | 11M | $671.7M | — | Held |
| BARCLAYS PLC | 3.33M | $203.6M | $15.5M | Added$3.91M |
| Swiss Life Asset Management Ltd | 728.8K | $44.6M | $3.18M | Added$5.95M |
| GW HENSSLER & ASSOCIATES LTD | 344.9K | $21.1M | — | Held |
| Sanctuary Advisors, LLC | 194.9K | $11.9M | $906.1K | Added$877.4K |
| Canal Capital Management, LLC | 122.6K | $7.5M | — | Held |
| OP Asset Management Ltd | 91.1K | $5.57M | $423.6K | Added$415.8K |
| Allworth Financial LP | 31.4K | $1.92M | — | Held |
| Savant Capital, LLC | 21.9K | $1.34M | $53.8K | Added$684.7K |
| Claris Financial LLC | 15.8K | $964.1K | — | Held |
| Keel Point, LLC | 15.5K | $946.1K | — | Held |
| NWAM LLC | 13.4K | $823.8K | — | New |
| Essential Partners LLC | 10.2K | $621.9K | $47K | Added$50.3K |
| IFP Advisors, Inc | 9.86K | $603.4K | — | Held |
| Cresset Asset Management, LLC | 8.4K | $513.8K | $30.8K | Added$139.8K |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 7.96K | $486.9K | — | Held |
| Leonteq Securities AG | 5.88K | $359.4K | $1.69K | Added$338.8K |
| Pine Valley Investments Ltd Liability Co | 5.6K | $342.6K | $26K | Added$26K |
| INDEPENDENT FINANCIAL GROUP, LLC | 5K | $305.6K | $22.1K | Added$37.8K |
| HOWARD BAILEY SECURITIES, LLC | 4.19K | $256.1K | $19.5K | Added$19.5K |
| Nalls Sherbakoff Group, LLC | 3.79K | $231.8K | $17.6K | Added$17.6K |
| Norris Financial Group, LLC | 3.68K | $225.1K | — | New |
| Farmers National Bank | 3.65K | $223.3K | — | Held |
| VIRTUS ADVISERS, LLC | 3.65K | $223K | $16.9K | Cut−$17.2K |
| Aventura Private Wealth, LLC | 1.08K | $66.2K | $5.04K | Cut−$50.2K |
| MV CAPITAL MANAGEMENT, INC. | 756 | $46.2K | — | Held |
| Strategic Investment Solutions, Inc. /IL | 555 | $34K | — | Held |
| Cape Investment Advisory, Inc. | 425 | $26K | — | Held |
| Boreal Capital Management LLC | 290 | $17.7K | — | Held |
| Prestige Wealth Management Group LLC | 214 | $13.1K | $995 | Added$995 |
| SIMA Wealth Partners, LLC | 200 | $12.2K | — | Held |
| Kilter Group LLC | 105 | $6.42K | — | Held |
| KBC Group NV | 79.6K | $4.87K | — | Held |
| Scarborough Advisors, LLC | 50 | $3.06K | — | Held |
| ADVISORS MANAGEMENT GROUP INC /ADV | 49.5K | $3.03K | — | Held |
| Principia Wealth Advisory, LLC | 39 | $2.39K | — | Held |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 38.6K | $2.36K | — | Held |
| Clark Wealth Partners | 29 | $1.7K | — | New |
| Pensionfund Sabic | 24.4K | $1.49K | $114 | Added$114 |
| Evolution Advisers, Inc. | 1.97K | $119 | — | Held |