| MORGAN STANLEY | 3.19M | $975.2M | — | Held |
| BANK OF AMERICA CORP /DE/ | 1.59M | $484.1M | — | Held |
| BARCLAYS PLC | 440K | $134.4M | $24M | Added$20.2M |
| AIA Group Ltd | 33.3K | $10.2M | — | Held |
| Sanctuary Advisors, LLC | 33.2K | $10.1M | $1.81M | Added$1.14M |
| Swiss Life Asset Management Ltd | 28.3K | $8.65M | $1.55M | Added$1.44M |
| Hudson Bay Capital Management LP | 26.2K | $8M | — | Held |
| Cresset Asset Management, LLC | 21.2K | $6.48M | $1.1M | Added$1.45M |
| Kentucky Farm Bureau Mutual Insurance Co | 17K | $5.19M | $927.7K | Added$927.7K |
| Catherine Avery Investment Management LLC | 15.9K | $4.87M | $805.2K | Added$1.16M |
| HARBOUR INVESTMENT MANAGEMENT LLC | 11.6K | $3.55M | — | Held |
| Savant Capital, LLC | 7.61K | $2.32M | $369.4K | Added$626.3K |
| BOURNE LENT ASSET MANAGEMENT INC | 6.94K | $2.12M | — | Held |
| Leonteq Securities AG | 5.57K | $1.7M | $293.5K | Added$351.9K |
| Saranac Partners Ltd | 4.87K | $1.49M | $265.9K | Added$188.9K |
| Allworth Financial LP | 4.01K | $1.23M | — | Held |
| IFP Advisors, Inc | 4K | $1.22M | — | Held |
| INDEPENDENT FINANCIAL GROUP, LLC | 3.17K | $969.1K | $115.1K | Added$439.8K |
| Militia Capital Partners, LP | 3.1K | $946.8K | — | Held |
| Severin Investments, LLC | 2.22K | $678.9K | $121.1K | Added$117.4K |
| Strategic Investment Advisors / MI | 1.97K | $602.5K | — | Held |
| Pine Valley Investments Ltd Liability Co | 1.74K | $531.7K | $94.9K | Added$85.1K |
| TUCKER ASSET MANAGEMENT LLC | 1.52K | $465.4K | $83.2K | Added$74.9K |
| Keel Point, LLC | 1.49K | $455.5K | — | Held |
| BRIGHTON SECURITIES CORP. | 1.33K | $406.5K | $72.7K | Cut−$36.9K |
| Norris Financial Group, LLC | 1.3K | $397K | $68.8K | Added$81K |
| NWAM LLC | 1.33K | $386.8K | $21K | Added$20.7K |
| Nalls Sherbakoff Group, LLC | 979 | $299K | $53.4K | Added$53.4K |
| PVG ASSET MANAGEMENT CORP | 730 | $222.9K | — | Held |
| VIRTUS ADVISERS, LLC | 400 | $122.2K | — | New |
| AllSquare Wealth Management LLC | 314 | $95.9K | — | Held |
| Medallion Wealth Advisors, LLC | 139 | $42.5K | $7.49K | Cut−$5.34K |
| MV CAPITAL MANAGEMENT, INC. | 135 | $41.2K | — | Held |
| Prestige Wealth Management Group LLC | 127 | $38.8K | $6.93K | Added$6.93K |
| BROADWATER CAPITAL MANAGEMENT LLC | 89 | $27.2K | $27.1K | Added$4.86K |
| Aventura Private Wealth, LLC | 33 | $10.1K | $109 | Added$9.58K |
| Cape Investment Advisory, Inc. | 30 | $9.16K | — | Held |
| Strategic Investment Solutions, Inc. /IL | 20 | $6.11K | — | Held |
| WFA of San Diego, LLC | 14 | $4.28K | — | Held |
| Clark Wealth Partners | 10 | $2.94K | $439 | Cut−$15.3K |
| Principia Wealth Advisory, LLC | 9 | $2.75K | — | Held |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 8.48K | $2.59K | — | Held |
| Kilter Group LLC | 5 | $1.53K | — | Held |
| Essential Partners LLC | 3 | $916 | — | New |
| PEAK6 LLC | 2 | $724 | $275 | Added$50 |