| MORGAN STANLEY | 22.5M | $9.11B | — | Held |
| BANK OF AMERICA CORP /DE/ | 15M | $6.08B | — | Held |
| BARCLAYS PLC | 3.14M | $1.27B | $93.9M | Added$377.8M |
| Swiss Life Asset Management Ltd | 334.4K | $135.5M | $12.6M | Added$15.4M |
| Alecta Tjanstepension Omsesidigt | 284K | $115.1M | — | Held |
| Allworth Financial LP | 204.8K | $83M | — | Held |
| Sanctuary Advisors, LLC | 178.8K | $72.4M | $6.89M | Added$4.74M |
| Polar Asset Management Partners Inc. | 169.9K | $68.8M | — | Held |
| Henshaw Capital LLC | 121.5K | $49.2M | $4.68M | Added$4.68M |
| OP Asset Management Ltd | 120.5K | $48.8M | $4.56M | Added$5.45M |
| Hudson Bay Capital Management LP | 79.7K | $32.3M | — | Held |
| AIA Group Ltd | 72.7K | $29.5M | — | Held |
| Savant Capital, LLC | 51.6K | $20.9M | $1.93M | Added$2.53M |
| Cresset Asset Management, LLC | 40.8K | $16.5M | $1.49M | Added$2.35M |
| Pine Valley Investments Ltd Liability Co | 34.2K | $13.9M | $1.32M | Added$945.2K |
| GW HENSSLER & ASSOCIATES LTD | 30.6K | $12.4M | — | Held |
| TUDOR INVESTMENT CORP ET AL | 30K | $12.1M | — | Held |
| INDEPENDENT FINANCIAL GROUP, LLC | 28.1K | $11.4M | $1.08M | Added$1.03M |
| IFP Advisors, Inc | 27.1K | $11M | — | Held |
| CapWealth Advisors, LLC | 25.9K | $10.5M | — | Held |
| Farmers National Bank | 23.7K | $9.59M | — | Held |
| Keel Point, LLC | 22K | $8.91M | — | Held |
| GROUPAMA ASSET MANAGMENT | 18.9K | $7.67M | — | Held |
| Canal Capital Management, LLC | 17.8K | $7.21M | — | Held |
| MV CAPITAL MANAGEMENT, INC. | 9.65K | $3.91M | — | Held |
| Virtue Capital Management, LLC | 15.7K | $3.82M | — | Held |
| Stillwater Wealth Management Group | 8.64K | $3.5M | — | Held |
| Flavin Financial Services, Inc. | 7.49K | $3.03M | $262.2K | Added$540.5K |
| Wealthspire Retirement, LLC | 7.09K | $2.87M | — | Held |
| Kentucky Farm Bureau Mutual Insurance Co | 7K | $2.84M | $269.9K | Added$269.9K |
| Leonteq Securities AG | 6.85K | $2.78M | $113.3K | Added$1.7M |
| Nicholas Wealth, LLC. | 6.51K | $2.64M | $219.5K | Added$547.7K |
| PEAK6 LLC | 6.18K | $2.51M | $259 | Added$2.51M |
| Prestige Wealth Management Group LLC | 6.07K | $2.46M | $228.5K | Added$286.9K |
| NWAM LLC | 6.25K | $2.45M | $157.9K | Cut−$7.04K |
| Lindenwold Advisors, INC | 5.73K | $2.32M | — | Held |
| Invst, LLC | 5.05K | $2.05M | — | Held |
| Alberta Investment Management Corp | 4.8K | $1.94M | $181.2K | Added$221.7K |
| Millennium Capital Advisors, LLC | 4.73K | $1.92M | $181.6K | Added$190.5K |
| J. Team Financial, Inc. | 4.16K | $1.69M | — | Held |
| OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) | 4K | $1.62M | — | New |
| PCG ASSET MANAGEMENT, LLC | 3.99K | $1.62M | — | Held |
| Syverson Strege & Co | 3.28K | $1.33M | — | Held |
| Roehl & Yi Investment Advisors, LLC | 2.87K | $1.16M | $110.8K | Added$92.8K |
| Claris Financial LLC | 2.78K | $1.13M | — | Held |
| Aventura Private Wealth, LLC | 2.76K | $1.12M | $105.3K | Added$116.6K |
| Tevis Investment Management | 2.46K | $997K | — | Held |
| DGS Capital Management, LLC | 2.45K | $992.8K | $65.9K | Added$365.8K |
| MRP Capital Investments, LLC | 2.62K | $959.9K | — | Held |
| Medallion Wealth Advisors, LLC | 2.22K | $898K | $73.1K | Added$50K |
| Burton Enright Welch | 2K | $809.1K | $73.7K | Added$107.8K |
| Blackston Financial Advisory Group, LLC | 1.93K | $779.8K | $73.9K | Added$57.4K |
| TUCKER ASSET MANAGEMENT LLC | 1.92K | $777.7K | $73.9K | Added$77.6K |
| Severin Investments, LLC | 1.9K | $771.1K | $70.7K | Added$99.9K |
| Finivi Inc. | 1.84K | $744.8K | $70.8K | Added$72K |
| American State Bank (Iowa) | 1.78K | $722K | $68.7K | Added$69.1K |
| Mullaney, Keating & Wright, Inc. | 1.76K | $712.3K | $67.8K | Added$62.3K |
| LifeWealth Investments, LLC | 1.68K | $682.3K | $37.5K | Added$326K |
| Legacy Financial Group LLC | 1.57K | $636K | — | Held |
| Payne Capital Management, LLC | 1.53K | $622.2K | — | Held |
| PETERSON WEALTH MANAGEMENT | 1.5K | $608.5K | — | Held |
| Silver Grove Financial Group, Inc. | 1.48K | $601.4K | — | Held |
| Tributary Capital Management, LLC | 1.48K | $597.7K | — | Held |
| Cambria Investment Management, L.P. | 1.39K | $562K | — | Held |
| AtlasMark Financial, Inc | 1.35K | $547K | $52K | Added$52K |
| CTC LLC | 1.34K | $544.6K | — | Held |
| BOURNE LENT ASSET MANAGEMENT INC | 1.34K | $543K | — | Held |
| Peak Planning Group, LLC | 1.25K | $506.1K | $20.2K | Cut−$350.1K |
| Garde Capital, Inc. | 1.24K | $501.1K | — | Held |
| Peck Wealth Management, LLC | 1.18K | $478.5K | — | Held |
| Innova Wealth Partners | 1.04K | $422.2K | — | Held |
| Parsonex Advisory Services, Inc. | 1.04K | $421.8K | $40.1K | Added$37.9K |
| Investment Research Partners LLC | 1.08K | $407.1K | — | Held |
| Financial Insights, Inc. | 994 | $402.8K | — | Held |
| Saranac Partners Ltd | 923 | $374K | $34.6K | Added$44.7K |
| Kilter Group LLC | 839 | $340K | — | Held |
| HOWARD BAILEY SECURITIES, LLC | 837 | $339.2K | $32.3K | Cut−$83.6K |
| National Philanthropic Trust | 833 | $337.5K | — | New |
| Wall Street Financial Group, Inc. | 807 | $327.1K | $28.1K | Added$60.1K |
| BRIGHTON SECURITIES CORP. | 753 | $305.3K | $29.2K | Cut−$1.99K |
| PMG Family Office LLC | 743 | $301.1K | — | Held |
| Somnio Financial Group, LLC | 731 | $296.2K | — | Held |
| Strategic Investment Advisors / MI | 697 | $282.4K | — | Held |
| Alternative Investment Advisors, LLC. | 553 | $224.5K | — | Held |
| HARBOUR INVESTMENT MANAGEMENT LLC | 528 | $213.9K | — | Held |
| Boreal Capital Management LLC | 526 | $213.1K | — | Held |
| ARKANSAS FINANCIAL GROUP, INC. | 514 | $208.3K | — | New |
| Noble Wealth Management PBC | 485 | $196.5K | — | Held |
| Cape Investment Advisory, Inc. | 464 | $188K | — | Held |
| WFA of San Diego, LLC | 383 | $155K | — | Held |
| Painted Porch Advisors LLC | 373 | $151.2K | — | Held |
| Holos Integrated Wealth LLC | 371 | $139.4K | — | Held |
| AllSquare Wealth Management LLC | 344 | $139.4K | — | Held |
| KBC Group NV | 326.5K | $132.3K | — | Held |
| Nalls Sherbakoff Group, LLC | 289 | $117.1K | $11.1K | Added$11.1K |
| Essential Partners LLC | 162 | $65.7K | $6.28K | Cut−$6.92K |
| Strategic Investment Solutions, Inc. /IL | 132 | $53.4K | — | Held |
| EVOLUTION WEALTH MANAGEMENT INC. | 129 | $52.3K | — | Held |
| Clark Wealth Partners | 127 | $43.9K | −$2.7K | Cut−$633.3K |
| AXS Investments LLC | 93 | $37.7K | — | Held |
| Catherine Avery Investment Management LLC | 90 | $36.5K | $3.47K | Added$3.47K |
| Principia Wealth Advisory, LLC | 49 | $19.9K | — | Held |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 44.9K | $18.2K | — | Held |
| Pensionfund Sabic | 9.5K | $3.85K | $366 | Added$366 |
| Lipe & Dalton | 970 | $393 | — | Held |
| FNY Investment Advisers, LLC | 956 | $387 | — | Held |
| Evolution Advisers, Inc. | 440 | $174 | — | Held |