| MORGAN STANLEY | 542K | $352M | — | Held |
| BANK OF AMERICA CORP /DE/ | 207.6K | $134.8M | — | Held |
| BARCLAYS PLC | 125K | $81.2M | $4.9M | Added$58.4M |
| Value Aligned Research Advisors, LLC | 27.2K | $17.7M | — | Held |
| Swiss Life Asset Management Ltd | 23.1K | $15M | $2.57M | Added$3.01M |
| GW HENSSLER & ASSOCIATES LTD | 19.4K | $12.6M | — | Held |
| TUDOR INVESTMENT CORP ET AL | 8.7K | $5.65M | — | Held |
| Sanctuary Advisors, LLC | 7.84K | $5.09M | $898.4K | Added$743.2K |
| OP Asset Management Ltd | 5.82K | $3.78M | $666.8K | Added$315.9K |
| Cresset Asset Management, LLC | 5.12K | $3.33M | $560K | Added$716.5K |
| Allworth Financial LP | 4.5K | $2.92M | — | Held |
| Essential Partners LLC | 1.94K | $1.26M | $190.5K | Added$373.7K |
| IFP Advisors, Inc | 1.61K | $1.05M | — | Held |
| VIRTUS ADVISERS, LLC | 1.53K | $992.5K | $175.2K | Added$42K |
| INDEPENDENT FINANCIAL GROUP, LLC | 1.4K | $909.4K | $160.5K | Cut−$297.4K |
| Leonteq Securities AG | 1.22K | $789.8K | $24.8K | Added$674.3K |
| Savant Capital, LLC | 1.16K | $751.8K | $60.6K | Added$468.6K |
| Lindenwold Advisors, INC | 1.02K | $665.1K | — | Held |
| Narus Financial Partners, LLC | 778 | $505.3K | — | Held |
| Cambria Investment Management, L.P. | 742 | $482K | — | Held |
| BOURNE LENT ASSET MANAGEMENT INC | 736 | $478.1K | — | Held |
| CTC Alternative Strategies, Ltd. | 600 | $389.7K | — | Held |
| LifeWealth Investments, LLC | 494 | $320.9K | $56.4K | Added$57.7K |
| PEAK6 LLC | 407 | $264.5K | $161 | Added$263.4K |
| Investment Research Partners LLC | 304 | $236.2K | — | Held |
| KBC Group NV | 141.1K | $91.7K | — | Held |
| Prestige Wealth Management Group LLC | 35 | $22.7K | $4.01K | Added$4.01K |
| Strategic Investment Solutions, Inc. /IL | 25 | $16.2K | — | Held |
| Cape Investment Advisory, Inc. | 8 | $5.2K | — | Held |
| SkyView Investment Advisors, LLC | 6.2K | $4.02K | — | Held |
| Painted Porch Advisors LLC | 5 | $3.25K | — | Held |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 2K | $1.3K | — | Held |
| Kilter Group LLC | 1 | $650 | — | Held |