| BANK OF AMERICA CORP /DE/ | 9.55M | $3.25B | — | Held |
| MORGAN STANLEY | 5.64M | $1.92B | — | Held |
| BARCLAYS PLC | 584.3K | $199.2M | $28.8M | Added$11M |
| Sanctuary Advisors, LLC | 64.3K | $21.9M | $2.86M | Added$5M |
| Henshaw Capital LLC | 59K | $20.1M | $2.91M | Added$2.91M |
| Allworth Financial LP | 54K | $18.4M | — | Held |
| TUDOR INVESTMENT CORP ET AL | 42.7K | $14.6M | — | Held |
| Cresset Asset Management, LLC | 33.5K | $11.4M | $1.59M | Added$2M |
| Swiss Life Asset Management Ltd | 19.6K | $6.68M | $944.7K | Added$1.1M |
| Farmers National Bank | 11.2K | $3.82M | — | Held |
| Alberta Investment Management Corp | 9.21K | $3.14M | — | New |
| INDEPENDENT FINANCIAL GROUP, LLC | 8.99K | $3.07M | $443.7K | Cut−$49.5K |
| IFP Advisors, Inc | 7.3K | $2.49M | — | Held |
| Hudson Bay Capital Management LP | 6.49K | $2.21M | — | Held |
| Savant Capital, LLC | 6.06K | $2.07M | $286.3K | Added$373.6K |
| Leonteq Securities AG | 5.74K | $1.96M | $283.4K | Added$148K |
| American State Bank (Iowa) | 5.54K | $1.89M | $272.6K | Added$279.4K |
| Tevis Investment Management | 4.62K | $1.57M | — | Held |
| Cornerstone National Bank & Trust Co | 4.23K | $1.44M | $208.3K | Added$209.7K |
| BROADWATER CAPITAL MANAGEMENT LLC | 3.73K | $1.27M | $1.27M | Added$184K |
| Keel Point, LLC | 3.09K | $1.05M | — | Held |
| Roehl & Yi Investment Advisors, LLC | 2.47K | $842.3K | $121.9K | Added$86.6K |
| Clark Wealth Partners | 2.41K | $810.9K | $108.2K | Added$65.6K |
| Essential Partners LLC | 2.18K | $742.7K | $58.3K | Added$398.2K |
| Severin Investments, LLC | 2.15K | $732.1K | $74.3K | Added$292.5K |
| NWAM LLC | 1.55K | $524.1K | $53.9K | Added$50.8K |
| DGS Capital Management, LLC | 1.27K | $434.8K | $45.8K | Added$163.8K |
| Aventura Private Wealth, LLC | 1.21K | $411.9K | $59.1K | Added$62.5K |
| Claris Financial LLC | 1.15K | $391.5K | — | Held |
| Investment Research Partners LLC | 972 | $333.9K | — | Held |
| Narus Financial Partners, LLC | 737 | $251.2K | — | Held |
| Pine Valley Investments Ltd Liability Co | 711 | $242.4K | $35.1K | Added$35.4K |
| Virtue Capital Management, LLC | 2.28K | $204.6K | — | Held |
| Vinland Capital Management Gestora de Recursos LTDA. | 545 | $185.8K | — | New |
| Strategic Investment Solutions, Inc. /IL | 494 | $168.5K | — | Held |
| Nalls Sherbakoff Group, LLC | 367 | $125.2K | $18.1K | Added$18.1K |
| Medallion Wealth Advisors, LLC | 361 | $123.1K | $17.3K | Added$2.63K |
| VIRTUS ADVISERS, LLC | 360 | $122.8K | — | New |
| Cape Investment Advisory, Inc. | 321 | $109.5K | — | Held |
| MV CAPITAL MANAGEMENT, INC. | 180 | $61.4K | — | Held |
| Prestige Wealth Management Group LLC | 123 | $41.9K | $6.07K | Added$6.07K |
| SIMA Wealth Partners, LLC | 120 | $40.9K | — | Held |
| EVOLUTION WEALTH MANAGEMENT INC. | 66 | $22.5K | — | Held |
| Kilter Group LLC | 32 | $10.9K | — | Held |
| Noble Wealth Management PBC | 24 | $8.18K | — | Held |
| MRP Capital Investments, LLC | 20 | $5.83K | — | Held |
| Painted Porch Advisors LLC | 12 | $4.13K | — | Held |
| Principia Wealth Advisory, LLC | 12 | $4.09K | — | Held |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 11.4K | $3.89K | — | Held |