| MORGAN STANLEY | 48.2M | $8.94B | — | Held |
| BANK OF AMERICA CORP /DE/ | 28.4M | $5.27B | — | Held |
| BARCLAYS PLC | 5.64M | $1.05B | $169.6M | Added$253M |
| Swiss Life Asset Management Ltd | 1.27M | $235.2M | $41.4M | Added$37.5M |
| Sanctuary Advisors, LLC | 387.7K | $71.9M | $12.1M | Added$15.3M |
| Allworth Financial LP | 381.3K | $70.7M | — | Held |
| Cresset Asset Management, LLC | 358.4K | $66.5M | $11.6M | Added$12.3M |
| OP Asset Management Ltd | 282.1K | $52.3M | $9.12M | Added$9.68M |
| Employees Provident Fund Board | 241.6K | $44.8M | $7.53M | Added$9.58M |
| Savant Capital, LLC | 207.7K | $38.5M | $6.64M | Added$7.48M |
| CapWealth Advisors, LLC | 139K | $25.8M | — | Held |
| Pine Valley Investments Ltd Liability Co | 121.5K | $22.5M | $3.97M | Added$3.9M |
| AIA Group Ltd | 112.9K | $20.9M | — | Held |
| Farmers National Bank | 58K | $10.8M | — | Held |
| Canal Capital Management, LLC | 50.3K | $9.32M | — | Held |
| GROUPAMA ASSET MANAGMENT | 36.7K | $6.81M | — | Held |
| Keel Point, LLC | 34.8K | $6.46M | — | Held |
| IFP Advisors, Inc | 32.4K | $6.01M | — | Held |
| Kentucky Farm Bureau Mutual Insurance Co | 30K | $5.56M | $980.1K | Added$980.1K |
| NWAM LLC | 28.7K | $5.48M | $737.6K | Added$1.69M |
| Prestige Wealth Management Group LLC | 27.6K | $5.12M | $873.3K | Added$1.04M |
| INDEPENDENT FINANCIAL GROUP, LLC | 25.3K | $4.7M | $818.7K | Added$868.4K |
| Tevis Investment Management | 23K | $4.27M | — | Held |
| National Philanthropic Trust | 22.6K | $4.18M | $736.9K | Added$572.1K |
| BROADWATER CAPITAL MANAGEMENT LLC | 22K | $4.09M | $4.07M | Added$711K |
| Alberta Investment Management Corp | 18.7K | $3.47M | $610.9K | Added$610.9K |
| MV CAPITAL MANAGEMENT, INC. | 14.9K | $2.75M | — | Held |
| Roehl & Yi Investment Advisors, LLC | 26.3K | $2.72M | −$734.6K | Added$444.8K |
| Leonteq Securities AG | 14.5K | $2.69M | $382.6K | Added$896.2K |
| BOURNE LENT ASSET MANAGEMENT INC | 14.2K | $2.63M | — | Held |
| MIRABELLA FINANCIAL SERVICES LLP | 14.2K | $2.62M | — | Held |
| Painted Porch Advisors LLC | 12.6K | $2.34M | — | Held |
| American State Bank (Iowa) | 12.6K | $2.34M | $407.8K | Added$429.6K |
| Investment Research Partners LLC | 10.2K | $1.91M | — | Held |
| Claris Financial LLC | 7.18K | $1.33M | — | Held |
| Essential Partners LLC | 7.06K | $1.31M | $230.7K | Added$189.6K |
| Wealthspire Retirement, LLC | 6.85K | $1.27M | — | Held |
| PCG ASSET MANAGEMENT, LLC | 6.58K | $1.22M | — | Held |
| Medallion Wealth Advisors, LLC | 6.51K | $1.21M | $197.7K | Added$201K |
| Hudson Bay Capital Management LP | 6.44K | $1.19M | — | Held |
| Syverson Strege & Co | 6.4K | $1.19M | — | Held |
| DGS Capital Management, LLC | 6.19K | $1.15M | $144.2K | Added$473.3K |
| Virtue Capital Management, LLC | 6.54K | $1.06M | — | Held |
| AllSquare Wealth Management LLC | 4.84K | $897.8K | — | Held |
| Severin Investments, LLC | 4.5K | $833.5K | $146.9K | Added$138K |
| HARBOUR INVESTMENT MANAGEMENT LLC | 4.35K | $806.8K | — | Held |
| Holos Integrated Wealth LLC | 4.01K | $764K | — | Held |
| Burton Enright Welch | 3.87K | $717.2K | $126.2K | Added$127.1K |
| Flavin Financial Services, Inc. | 3.81K | $705.7K | $124.4K | Added$55.2K |
| Aventura Private Wealth, LLC | 3.72K | $689.3K | $94.8K | Added$245.7K |
| SSA SWISS ADVISORS AG | 3.77K | $686.7K | — | Held |
| Strategic Investment Advisors / MI | 3.59K | $665.3K | — | Held |
| Financial Insights, Inc. | 3.54K | $655.9K | — | Held |
| MRP Capital Investments, LLC | 4.28K | $653K | — | Held |
| Ramiah Investment Group | 3.26K | $603.9K | $101.4K | Added$129.6K |
| Millennium Capital Advisors, LLC | 3.12K | $578.5K | $101.9K | Cut−$3.78K |
| Cambria Investment Management, L.P. | 3K | $557.2K | — | Held |
| Innova Wealth Partners | 2.91K | $539.9K | — | Held |
| Steadtrust LLC | 2.73K | $507.2K | $80.9K | Added$128.8K |
| Boreal Capital Management LLC | 2.59K | $479.7K | — | Held |
| Triumph Capital Management | 2.44K | $453.1K | $79.8K | Cut−$44.9K |
| Finivi Inc. | 2.41K | $446.8K | $78.6K | Added$74.3K |
| GW HENSSLER & ASSOCIATES LTD | 2.37K | $438.7K | — | Held |
| WFA of San Diego, LLC | 2.25K | $416.2K | — | Held |
| TUCKER ASSET MANAGEMENT LLC | 2.18K | $403.9K | $68.3K | Added$84.4K |
| Wall Street Financial Group, Inc. | 2.04K | $377.9K | $57.4K | Added$109.4K |
| Stillwater Wealth Management Group | 2.02K | $375.3K | — | Held |
| Blackston Financial Advisory Group, LLC | 1.99K | $369.3K | $65.1K | Added$57.4K |
| Garde Capital, Inc. | 1.93K | $356.9K | — | Held |
| KBC Group NV | 1.89M | $349.7K | — | Held |
| Financial Symmetry Inc | 1.87K | $346.4K | — | Held |
| Peck Wealth Management, LLC | 1.84K | $341.9K | — | Held |
| ACADEMY CAPITAL MANAGEMENT | 1.82K | $338K | — | Held |
| Invst, LLC | 1.78K | $330.8K | — | Held |
| CTC Alternative Strategies, Ltd. | 121.2K | $326.4K | — | Held |
| RIA Advisory Group LLC | 1.75K | $325.1K | — | Held |
| ARKANSAS FINANCIAL GROUP, INC. | 1.56K | $290K | $51.1K | Added$46.2K |
| Silver Grove Financial Group, Inc. | 1.56K | $289.8K | — | Held |
| Catherine Avery Investment Management LLC | 1.55K | $286.8K | $50.5K | Added$16.5K |
| Saranac Partners Ltd | 1.48K | $274.8K | $44.8K | Added$65.2K |
| Strategic Investment Solutions, Inc. /IL | 1.4K | $259.5K | — | Held |
| SIMA Wealth Partners, LLC | 1.26K | $234.6K | — | Held |
| Stark Wealth Management LLC | 1.15K | $212.3K | $46.7K | Cut−$160.1K |
| Peak Planning Group, LLC | 1.13K | $209K | $46K | Cut−$139.4K |
| SL ADVISORS, LLC | 1.09K | $202.7K | — | New |
| Payne Capital Management, LLC | 1.09K | $201.7K | — | Held |
| Vinland Capital Management Gestora de Recursos LTDA. | 986 | $182.8K | — | New |
| Cape Investment Advisory, Inc. | 789 | $146.3K | — | Held |
| AXS Investments LLC | 671 | $124.4K | — | Held |
| Kilter Group LLC | 656 | $121.6K | — | Held |
| VIRTUS ADVISERS, LLC | 628 | $116.4K | — | New |
| Clark Wealth Partners | 439 | $90.9K | $10.5K | Added$61.2K |
| Nalls Sherbakoff Group, LLC | 403 | $74.7K | $13.2K | Added$13.2K |
| Principia Wealth Advisory, LLC | 219 | $40.6K | — | Held |
| EVOLUTION WEALTH MANAGEMENT INC. | 122 | $22.6K | — | Held |
| Noble Wealth Management PBC | 117 | $21.7K | — | Held |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 108.7K | $20.2K | — | Held |
| ADVISORS MANAGEMENT GROUP INC /ADV | 29.6K | $5.48K | — | Held |
| Cornerstone National Bank & Trust Co | 25 | $4.64K | $817 | Added$817 |
| Pensionfund Sabic | 23.3K | $4.32K | $761 | Added$761 |
| Lipe & Dalton | 9.01K | $1.67K | — | Held |
| SkyView Investment Advisors, LLC | 2.74K | $508 | — | Held |
| Evolution Advisers, Inc. | 403 | $75 | — | Held |