| MORGAN STANLEY | 1.72M | $1.86B | — | Held |
| BANK OF AMERICA CORP /DE/ | 1.67M | $1.81B | — | Held |
| BARCLAYS PLC | 848.6K | $915.3M | $135.6M | Added$251.2M |
| Alecta Tjanstepension Omsesidigt | 430K | $463.3M | — | Held |
| Swiss Life Asset Management Ltd | 58.2K | $62.7M | $9.55M | Added$16M |
| Value Aligned Research Advisors, LLC | 37.1K | $40.1M | — | Held |
| Allworth Financial LP | 27.1K | $29.2M | — | Held |
| OP Asset Management Ltd | 16.1K | $17.4M | $2.91M | Added$3.11M |
| Sanctuary Advisors, LLC | 13.8K | $14.9M | $2.52M | Added$2M |
| AIA Group Ltd | 11.8K | $12.8M | — | Held |
| GROUPAMA ASSET MANAGMENT | 5.29K | $5.7M | — | Held |
| Cresset Asset Management, LLC | 3.65K | $3.93M | $644.2K | Added$771.5K |
| Alberta Investment Management Corp | 3.1K | $3.34M | — | New |
| Strategic Investment Advisors / MI | 2.24K | $2.42M | — | Held |
| Savant Capital, LLC | 2.12K | $2.28M | $381K | Added$419.8K |
| Lindenwold Advisors, INC | 1.95K | $2.1M | — | Held |
| IFP Advisors, Inc | 1.22K | $1.31M | — | Held |
| SUMMIT WEALTH GROUP LLC / CO | 8.32K | $1.29M | — | Held |
| DGS Capital Management, LLC | 1.02K | $1.1M | $142.4K | Added$400.2K |
| Pine Valley Investments Ltd Liability Co | 749 | $808.2K | $135.9K | Added$143.5K |
| Keel Point, LLC | 735 | $792.9K | — | Held |
| Parsonex Advisory Services, Inc. | 674 | $727K | $113.2K | Added$172.5K |
| Narus Financial Partners, LLC | 658 | $709.7K | — | Held |
| NWAM LLC | 590 | $676.5K | $156.8K | Added$123.3K |
| Farmers National Bank | 555 | $598.6K | — | Held |
| Leonteq Securities AG | 536 | $578.1K | $98K | Cut−$99K |
| VIRTUS ADVISERS, LLC | 418 | $450.9K | $73.1K | Added$92.6K |
| Wall Street Financial Group, Inc. | 399 | $430.4K | $55K | Added$160.7K |
| Prestige Wealth Management Group LLC | 383 | $413.1K | $70K | Added$68.3K |
| WORMSER FRERES GESTION | 365 | $393.6K | — | Held |
| Roehl & Yi Investment Advisors, LLC | 341 | $367.8K | $58.5K | Added$81.2K |
| Syverson Strege & Co | 324 | $349.5K | — | Held |
| INDEPENDENT FINANCIAL GROUP, LLC | 289 | $311.7K | $53.1K | Cut−$31.9K |
| Silver Grove Financial Group, Inc. | 236 | $254.2K | — | Held |
| MV CAPITAL MANAGEMENT, INC. | 213 | $229.7K | — | Held |
| AllSquare Wealth Management LLC | 200 | $215.7K | — | Held |
| WFA of San Diego, LLC | 100 | $107.9K | — | Held |
| Virtue Capital Management, LLC | 23.7K | $107.8K | — | Held |
| Boreal Capital Management LLC | 62 | $66.9K | — | Held |
| Essential Partners LLC | 58 | $62.6K | $9.87K | Added$14.2K |
| Cape Investment Advisory, Inc. | 56 | $60.4K | — | Held |
| Aventura Private Wealth, LLC | 44 | $47.5K | $8.04K | Added$8.04K |
| KBC Group NV | 36K | $38.8K | — | Held |
| Kilter Group LLC | 13 | $14K | — | Held |
| Clark Wealth Partners | 7 | $8.51K | $2.24K | Added$2.24K |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 5.98K | $6.45K | — | Held |
| Principia Wealth Advisory, LLC | 4 | $4.31K | — | Held |
| Pensionfund Sabic | 2.25K | $2.43K | $412 | Added$412 |
| PEAK6 LLC | 2 | $2.42K | $978 | Added$978 |
| Lipe & Dalton | 300 | $324 | — | Held |