| MORGAN STANLEY | 7.52M | $3.57B | — | Held |
| BANK OF AMERICA CORP /DE/ | 3.5M | $1.66B | — | Held |
| BARCLAYS PLC | 2.32M | $1.1B | $13.4M | Added$17.9M |
| Alecta Tjanstepension Omsesidigt | 546.5K | $259.5M | — | Held |
| Swiss Life Asset Management Ltd | 116.5K | $55.3M | $615.1K | Added$5.76M |
| Sanctuary Advisors, LLC | 47.5K | $22.6M | $271.8K | Added$683.1K |
| TUDOR INVESTMENT CORP ET AL | 36.5K | $17.4M | — | Held |
| Cresset Asset Management, LLC | 23.9K | $11.4M | $132.4K | Added$508.5K |
| GROUPAMA ASSET MANAGMENT | 20.9K | $9.94M | — | Held |
| MIROVA | 20.2K | $9.6M | — | Held |
| Allworth Financial LP | 13.4K | $6.38M | — | Held |
| Keel Point, LLC | 10.6K | $5.03M | — | Held |
| Savant Capital, LLC | 8.29K | $3.94M | $42.1K | Added$509.5K |
| OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) | 7.9K | $3.75M | — | New |
| PEAK6 LLC | 7.75K | $3.68M | $45.2K | Added$7.69K |
| Alberta Investment Management Corp | 6.1K | $2.9M | $35.5K | Added$35.5K |
| IFP Advisors, Inc | 3.19K | $1.51M | — | Held |
| Aventura Private Wealth, LLC | 3.02K | $1.43M | $17.2K | Added$1.25K |
| RIA Advisory Group LLC | 2.92K | $1.39M | — | Held |
| Prestige Wealth Management Group LLC | 1.8K | $853.6K | $10.4K | Added$16.1K |
| Hudson Bay Capital Management LP | 1.72K | $816K | — | Held |
| Parsonex Advisory Services, Inc. | 1.69K | $800.9K | $9.81K | Cut−$8.49K |
| INDEPENDENT FINANCIAL GROUP, LLC | 1.59K | $754.9K | $9.4K | Added$21.3K |
| AllSquare Wealth Management LLC | 1.42K | $674K | — | Held |
| Strategic Investment Solutions, Inc. /IL | 1.06K | $501.6K | — | Held |
| Painted Porch Advisors LLC | 1.01K | $478.8K | — | Held |
| Tributary Capital Management, LLC | 985 | $467.9K | — | Held |
| NWAM LLC | 1K | $458.5K | −$5.2K | Cut−$64.9K |
| Wall Street Financial Group, Inc. | 871 | $413.7K | $3.9K | Added$98.9K |
| MV CAPITAL MANAGEMENT, INC. | 834 | $396.1K | — | Held |
| Strategic Investment Advisors / MI | 770 | $365.6K | — | Held |
| CTC Alternative Strategies, Ltd. | 725 | $344.4K | — | Held |
| Syverson Strege & Co | 693 | $329.2K | — | Held |
| AXS Investments LLC | 661 | $314K | — | Held |
| KBC Group NV | 646.3K | $307K | — | Held |
| Cambria Investment Management, L.P. | 642 | $304.9K | — | Held |
| Nalls Sherbakoff Group, LLC | 558 | $264.9K | $3.12K | Added$4.07K |
| Pine Valley Investments Ltd Liability Co | 528 | $250.8K | $3.07K | Cut−$105.3K |
| Silver Grove Financial Group, Inc. | 506 | $240.4K | — | Held |
| Essential Partners LLC | 467 | $221.8K | $152 | Added$209.6K |
| HOWARD BAILEY SECURITIES, LLC | 428 | $203.3K | $2.49K | Cut−$53.8K |
| Medallion Wealth Advisors, LLC | 404 | $192.4K | −$306 | Cut−$306 |
| BROADWATER CAPITAL MANAGEMENT LLC | 400 | $190K | $189.6K | Added$2.33K |
| Boreal Capital Management LLC | 0 | $79.8K | — | Held |
| Roehl & Yi Investment Advisors, LLC | 12.9K | $41.9K | — | New |
| Saranac Partners Ltd | 62 | $29.5K | — | New |
| Kilter Group LLC | 59 | $28K | — | Held |
| EVOLUTION WEALTH MANAGEMENT INC. | 50 | $23.8K | — | Held |
| Principia Wealth Advisory, LLC | 22 | $10.4K | — | Held |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 21.2K | $10.1K | — | Held |
| Cape Investment Advisory, Inc. | 19 | $9.03K | — | Held |
| Clark Wealth Partners | 11 | $4.69K | −$471 | Cut−$14.5K |
| SkyView Investment Advisors, LLC | 4.31K | $2.05K | — | Held |
| Scarborough Advisors, LLC | 1 | $475 | — | Held |
| Evolution Advisers, Inc. | 79 | $36 | — | Held |