| MORGAN STANLEY | 3.4M | $800.6M | — | Held |
| BANK OF AMERICA CORP /DE/ | 1.76M | $416.1M | — | Held |
| BARCLAYS PLC | 794K | $187.2M | $6.75M | Added$6.29M |
| Henshaw Capital LLC | 68.2K | $16.1M | $579.9K | Added$579.9K |
| Sanctuary Advisors, LLC | 41K | $9.67M | $299.9K | Added$1.65M |
| Swiss Life Asset Management Ltd | 27.3K | $6.44M | $198.9K | Added$1.12M |
| OP Asset Management Ltd | 26.5K | $6.26M | $219.2K | Added$397.7K |
| PEAK6 LLC | 17.6K | $4.14M | — | New |
| Savant Capital, LLC | 17.1K | $4.04M | $143.1K | Added$219K |
| Cresset Asset Management, LLC | 14.3K | $3.38M | $104.4K | Added$579.9K |
| Allworth Financial LP | 11.6K | $2.73M | — | Held |
| Hudson Bay Capital Management LP | 11.1K | $2.63M | — | Held |
| Pine Valley Investments Ltd Liability Co | 10.7K | $2.53M | $90.7K | Added$25K |
| RIA Advisory Group LLC | 10.3K | $2.43M | — | Held |
| AIA Group Ltd | 5.73K | $1.35M | — | Held |
| Tevis Investment Management | 5.62K | $1.33M | — | Held |
| Invst, LLC | 4.9K | $1.16M | — | Held |
| Leonteq Securities AG | 4.76K | $1.12M | $40.5K | Cut−$1.17M |
| Essential Partners LLC | 3.82K | $900.1K | $5.75K | Added$746.2K |
| Millennium Capital Advisors, LLC | 3.6K | $848.6K | $30.6K | Cut−$71.5K |
| GROUPAMA ASSET MANAGMENT | 3.6K | $847.7K | — | Held |
| Triumph Capital Management | 2.92K | $687.9K | $24.8K | Added$24.8K |
| Keel Point, LLC | 2.69K | $634.6K | — | Held |
| IFP Advisors, Inc | 2.56K | $604.1K | — | Held |
| Womack Financial LLC | 2.52K | $593.1K | $21.5K | Added$19.2K |
| Alberta Investment Management Corp | 2.5K | $589.5K | $21.3K | Cut−$8.07M |
| INDEPENDENT FINANCIAL GROUP, LLC | 1.71K | $403.8K | $14.6K | Added$478 |
| Strategic Investment Advisors / MI | 1.71K | $403.5K | — | Held |
| Garde Capital, Inc. | 1.68K | $396.2K | — | Held |
| PCG ASSET MANAGEMENT, LLC | 1.55K | $366K | — | Held |
| Severin Investments, LLC | 1.5K | $354.2K | — | New |
| Altrafin AG | 1.39K | $327.8K | $11.8K | Added$11.8K |
| DGS Capital Management, LLC | 1.35K | $319.3K | $8.26K | Added$98.3K |
| NWAM LLC | 1.18K | $281K | $17.8K | Cut−$35.5K |
| Steadtrust LLC | 1.05K | $248.8K | $8.97K | Added$8.97K |
| MV CAPITAL MANAGEMENT, INC. | 1.05K | $248.3K | — | Held |
| LifeWealth Investments, LLC | 1.01K | $237.4K | $8.48K | Added$3.93K |
| Investment Research Partners LLC | 894 | $223.2K | — | Held |
| American State Bank (Iowa) | 875 | $206.3K | — | New |
| Saranac Partners Ltd | 778 | $183.5K | — | New |
| AllSquare Wealth Management LLC | 369 | $87K | — | Held |
| KBC Group NV | 345.1K | $81.4K | — | Held |
| Boreal Capital Management LLC | 204 | $48.4K | — | Held |
| Painted Porch Advisors LLC | 151 | $35.6K | — | Held |
| Nalls Sherbakoff Group, LLC | 150 | $35.4K | $1.27K | Added$1.27K |
| Prestige Wealth Management Group LLC | 109 | $25.8K | $927 | Added$927 |
| Scarborough Advisors, LLC | 100 | $23.6K | — | Held |
| Medallion Wealth Advisors, LLC | 94 | $22.1K | $434 | Cut−$12.7K |
| Kilter Group LLC | 53 | $12.5K | — | Held |
| BROADWATER CAPITAL MANAGEMENT LLC | 50 | $11.8K | $11.7K | Added$425 |
| Clark Wealth Partners | 29 | $8.38K | $1.79K | Added$1.78K |
| Strategic Investment Solutions, Inc. /IL | 33 | $7.81K | — | Held |
| Principia Wealth Advisory, LLC | 14 | $3.3K | — | Held |
| WFA of San Diego, LLC | 11 | $2.59K | — | Held |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 9.99K | $2.35K | — | Held |
| Aventura Private Wealth, LLC | 1 | $236 | $9 | Added$9 |
| FNY Investment Advisers, LLC | 198 | $46 | — | Held |