| MORGAN STANLEY | 95.5M | $6.33B | — | Held |
| BANK OF AMERICA CORP /DE/ | 31.2M | $2.07B | — | Held |
| BARCLAYS PLC | 11.2M | $745.5M | −$41.6M | Added$81M |
| Swiss Life Asset Management Ltd | 1.12M | $74M | −$4.8M | Cut−$2.61M |
| Allworth Financial LP | 609.1K | $40.4M | — | Held |
| Savant Capital, LLC | 534.2K | $35.4M | −$2.33M | Cut−$1.82M |
| Sanctuary Advisors, LLC | 438.8K | $29.1M | −$1.94M | Cut−$2.32M |
| GROUPAMA ASSET MANAGMENT | 362.2K | $24M | — | Held |
| TUDOR INVESTMENT CORP ET AL | 341.9K | $22.7M | — | Held |
| GW HENSSLER & ASSOCIATES LTD | 337.8K | $22.4M | — | Held |
| Henshaw Capital LLC | 335.5K | $22.3M | −$1.49M | Cut−$1.49M |
| Cresset Asset Management, LLC | 278.2K | $18.6M | −$1.23M | Cut−$1.59M |
| CapWealth Advisors, LLC | 187.2K | $12.4M | — | Held |
| RIA Advisory Group LLC | 90K | $5.97M | — | Held |
| Farmers National Bank | 72.3K | $4.8M | — | Held |
| Hudson Bay Capital Management LP | 70.1K | $4.65M | — | Held |
| Catherine Avery Investment Management LLC | 66.8K | $4.43M | −$234.4K | Added$688.7K |
| IFP Advisors, Inc | 60.7K | $4.02M | — | Held |
| BROADWATER CAPITAL MANAGEMENT LLC | 55.6K | $3.69M | $3.63M | Cut−$251.7K |
| Keel Point, LLC | 49.9K | $3.31M | — | Held |
| AIA Group Ltd | 45.9K | $3.05M | — | Held |
| INDEPENDENT FINANCIAL GROUP, LLC | 41.1K | $2.72M | −$180.5K | Cut−$160.2K |
| Pine Valley Investments Ltd Liability Co | 40.8K | $2.72M | −$178.1K | Cut−$1.53M |
| HARBOUR INVESTMENT MANAGEMENT LLC | 36.7K | $2.45M | — | Held |
| Stillwater Wealth Management Group | 33.2K | $2.2M | — | Held |
| Kentucky Farm Bureau Mutual Insurance Co | 30K | $1.99M | −$132.9K | Cut−$132.9K |
| Nicholas Wealth, LLC. | 28.8K | $1.91M | −$104.3K | Added$247.4K |
| NWAM LLC | 26.6K | $1.81M | $2.51K | Added$6.27K |
| Tevis Investment Management | 26.1K | $1.75M | — | Held |
| OP Asset Management Ltd | 25K | $1.66M | −$110.6K | Cut−$110.6K |
| Invst, LLC | 21.9K | $1.45M | — | Held |
| Canal Capital Management, LLC | 21.2K | $1.41M | — | Held |
| Painted Porch Advisors LLC | 21.1K | $1.4M | — | Held |
| Claris Financial LLC | 20.1K | $1.34M | — | Held |
| Alberta Investment Management Corp | 18.9K | $1.25M | −$34.1K | Added$708.7K |
| Cape Investment Advisory, Inc. | 17.6K | $1.17M | — | Held |
| Cornerstone National Bank & Trust Co | 16.8K | $1.12M | −$73.3K | Cut−$53.7K |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 16.6K | $1.1M | — | Held |
| Wealthspire Retirement, LLC | 14.5K | $959.4K | — | Held |
| MV CAPITAL MANAGEMENT, INC. | 13.3K | $881.8K | — | Held |
| Clark Wealth Partners | 10.9K | $765.1K | −$8.42K | Added$51.6K |
| Medallion Wealth Advisors, LLC | 11.2K | $743.1K | −$55.4K | Cut−$113.4K |
| Prestige Wealth Management Group LLC | 11K | $738.2K | −$48.6K | Cut−$45.9K |
| Strategic Investment Solutions, Inc. /IL | 10.2K | $678.3K | — | Held |
| Severin Investments, LLC | 9.94K | $659.4K | −$42.2K | Cut−$14.6K |
| Leonteq Securities AG | 8.07K | $535.4K | −$35.8K | Cut−$3.06M |
| Virtue Capital Management, LLC | 1.2K | $507.2K | — | Held |
| Tributary Capital Management, LLC | 7.27K | $482.1K | — | Held |
| Saranac Partners Ltd | 6.17K | $409K | −$26.2K | Cut−$9.63K |
| DGS Capital Management, LLC | 5.57K | $369.1K | −$22.5K | Added$10.6K |
| Financial Insights, Inc. | 5.47K | $362.6K | — | Held |
| Wall Street Financial Group, Inc. | 5.02K | $332.7K | −$21.9K | Cut−$17.8K |
| AXS Investments LLC | 4.95K | $328.5K | — | Held |
| PCG ASSET MANAGEMENT, LLC | 4.54K | $301.1K | — | Held |
| Syverson Strege & Co | 4.14K | $274.4K | — | Held |
| TUCKER ASSET MANAGEMENT LLC | 3.47K | $230K | −$13.8K | Added$9.54K |
| Strategic Point Investment Advisors, LLC | 3.38K | $224.2K | — | Held |
| Silver Grove Financial Group, Inc. | 3.32K | $220.5K | — | Held |
| Legacy Financial Group LLC | 3.31K | $219.3K | — | Held |
| SL ADVISORS, LLC | 3.28K | $217.3K | −$14.5K | Cut−$56.6K |
| National Philanthropic Trust | 3.14K | $208.2K | — | New |
| BRIGHTON SECURITIES CORP. | 3.07K | $203.8K | −$13.6K | Cut−$81.2K |
| Payne Capital Management, LLC | 3.06K | $202.9K | — | Held |
| Boreal Capital Management LLC | 2.76K | $184.7K | — | Held |
| WFA of San Diego, LLC | 2.38K | $157.5K | — | Held |
| Peck Wealth Management, LLC | 2.16K | $143K | — | Held |
| Aventura Private Wealth, LLC | 1.62K | $107.2K | −$7.19K | Cut−$38.5K |
| AllSquare Wealth Management LLC | 1.5K | $99.2K | — | Held |
| KBC Group NV | 1.12M | $74K | — | Held |
| Nalls Sherbakoff Group, LLC | 996 | $66.1K | −$4.38K | Cut−$4.38K |
| MRP Capital Investments, LLC | 700 | $49.5K | — | Held |
| SIMA Wealth Partners, LLC | 585 | $38.8K | — | Held |
| Essential Partners LLC | 483 | $32K | −$1.32K | Added$11.5K |
| Kilter Group LLC | 430 | $28.5K | — | Held |
| Holos Integrated Wealth LLC | 400 | $26.8K | — | Held |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 175K | $11.6K | — | Held |
| Principia Wealth Advisory, LLC | 152 | $10.1K | — | Held |
| ADVISORS MANAGEMENT GROUP INC /ADV | 34.1K | $2.26K | — | Held |
| EVOLUTION WEALTH MANAGEMENT INC. | 33 | $2.19K | — | Held |
| Noble Wealth Management PBC | 19 | $1.26K | — | Held |
| SkyView Investment Advisors, LLC | 15.2K | $1.01K | — | Held |
| FNY Investment Advisers, LLC | 13.4K | $889 | — | Held |
| Lipe & Dalton | 1.6K | $106 | — | Held |
| Evolution Advisers, Inc. | 2 | $0 | — | Held |