| MORGAN STANLEY | 6.27M | $1.21B | — | Held |
| BANK OF AMERICA CORP /DE/ | 2.07M | $398.4M | — | Held |
| BARCLAYS PLC | 687.6K | $132.5M | $16.1M | Added$32M |
| Sanctuary Advisors, LLC | 116.1K | $22.4M | $3.09M | Added$2.36M |
| Henshaw Capital LLC | 78.6K | $15.1M | $2.09M | Added$2.09M |
| Cambria Investment Management, L.P. | 52K | $10M | — | Held |
| Swiss Life Asset Management Ltd | 43.7K | $8.42M | $1.09M | Added$1.59M |
| Savant Capital, LLC | 28K | $5.39M | $730.6K | Added$835.3K |
| Allworth Financial LP | 17K | $3.27M | — | Held |
| Alberta Investment Management Corp | 15K | $2.89M | — | New |
| Kentucky Farm Bureau Mutual Insurance Co | 15K | $2.89M | $399.4K | Cut−$2.09M |
| GW HENSSLER & ASSOCIATES LTD | 12.6K | $2.43M | — | Held |
| GROUPAMA ASSET MANAGMENT | 12.4K | $2.39M | — | Held |
| Cresset Asset Management, LLC | 9.36K | $1.8M | $153.6K | Added$846.1K |
| Peak Planning Group, LLC | 5.77K | $1.11M | $307K | Cut−$209.1K |
| IFP Advisors, Inc | 4.28K | $825.3K | — | Held |
| MRP Capital Investments, LLC | 4.82K | $800.7K | — | Held |
| BROADWATER CAPITAL MANAGEMENT LLC | 3.1K | $597.5K | $594.4K | Added$82.6K |
| Keel Point, LLC | 2.81K | $541.6K | — | Held |
| Hudson Bay Capital Management LP | 2.69K | $518.3K | — | Held |
| Syverson Strege & Co | 2.56K | $492.5K | — | Held |
| AtlasMark Financial, Inc | 2K | $385.5K | $53.3K | Added$53.3K |
| INDEPENDENT FINANCIAL GROUP, LLC | 1.84K | $354.4K | $49K | Added$45.2K |
| Saranac Partners Ltd | 1.83K | $351.9K | — | New |
| Scarborough Advisors, LLC | 1.8K | $347.6K | — | Held |
| Bullseye Investment Management, LLC | 2.27K | $331.2K | — | Held |
| NWAM LLC | 1.72K | $325.9K | $36K | Added$37.2K |
| Leonteq Securities AG | 1.66K | $320.1K | $44.1K | Added$44.9K |
| Pine Valley Investments Ltd Liability Co | 1.36K | $261.9K | — | New |
| DGS Capital Management, LLC | 1.3K | $251.1K | — | New |
| Claris Financial LLC | 1.12K | $215.4K | — | Held |
| MV CAPITAL MANAGEMENT, INC. | 1.1K | $212.4K | — | Held |
| Investment Research Partners LLC | 1.02K | $200.1K | — | Held |
| Vinland Capital Management Gestora de Recursos LTDA. | 975 | $187.9K | — | New |
| Medallion Wealth Advisors, LLC | 852 | $164.2K | $19.6K | Added$19.6K |
| Cornerstone National Bank & Trust Co | 400 | $77.1K | $10.7K | Added$10.7K |
| Essential Partners LLC | 268 | $51.7K | $6.98K | Added$8.14K |
| AXS Investments LLC | 244 | $47K | — | Held |
| Prestige Wealth Management Group LLC | 226 | $43.6K | $6.02K | Added$5.35K |
| WFA of San Diego, LLC | 200 | $38.5K | — | Held |
| KBC Group NV | 184.6K | $35.6K | — | Held |
| Painted Porch Advisors LLC | 147 | $28.4K | — | Held |
| Boreal Capital Management LLC | 50 | $9.64K | — | Held |
| Aventura Private Wealth, LLC | 42 | $8.1K | — | New |
| Holos Integrated Wealth LLC | 40 | $7.24K | — | Held |
| Kilter Group LLC | 33 | $6.36K | — | Held |
| Cape Investment Advisory, Inc. | 29 | $5.59K | — | Held |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 13.8K | $2.67K | — | Held |
| Clark Wealth Partners | 16 | $2.6K | −$56 | Cut−$56 |
| Principia Wealth Advisory, LLC | 13 | $2.51K | — | Held |
| SIMA Wealth Partners, LLC | 10 | $1.93K | — | Held |
| EVOLUTION WEALTH MANAGEMENT INC. | 3 | $578 | — | Held |