| MORGAN STANLEY | 15.6M | $4.73B | — | Held |
| BANK OF AMERICA CORP /DE/ | 12.8M | $3.88B | — | Held |
| BARCLAYS PLC | 3.09M | $938.6M | $36.2M | Cut−$11.4M |
| Swiss Life Asset Management Ltd | 258.8K | $78.6M | $2.93M | Added$5.55M |
| Sanctuary Advisors, LLC | 169.3K | $51.5M | $1.98M | Added$1.47M |
| Henshaw Capital LLC | 128.5K | $39.1M | $1.51M | Added$1.51M |
| Cresset Asset Management, LLC | 107.3K | $32.6M | $1.22M | Added$2.12M |
| OP Asset Management Ltd | 78.8K | $23.9M | $906.9K | Added$1.32M |
| Hudson Bay Capital Management LP | 72.7K | $22.1M | — | Held |
| Allworth Financial LP | 58.6K | $17.8M | — | Held |
| Savant Capital, LLC | 49.9K | $15.2M | $575K | Added$825.4K |
| GW HENSSLER & ASSOCIATES LTD | 48.3K | $14.7M | — | Held |
| Farmers National Bank | 28.9K | $8.77M | — | Held |
| AIA Group Ltd | 28.6K | $8.69M | — | Held |
| IFP Advisors, Inc | 22.5K | $6.83M | — | Held |
| BROADWATER CAPITAL MANAGEMENT LLC | 20.4K | $6.2M | $6.18M | Added$219.7K |
| RIA Advisory Group LLC | 20.3K | $6.17M | — | Held |
| Pine Valley Investments Ltd Liability Co | 20K | $6.08M | $233.9K | Added$249.4K |
| Catherine Avery Investment Management LLC | 14.2K | $4.3M | $130K | Added$1.06M |
| INDEPENDENT FINANCIAL GROUP, LLC | 13.2K | $4.02M | $152.4K | Added$222K |
| Stillwater Wealth Management Group | 11K | $3.34M | — | Held |
| Finivi Inc. | 10.1K | $3.07M | $116.4K | Added$167.2K |
| Kentucky Farm Bureau Mutual Insurance Co | 10K | $3.04M | $117.2K | Added$117.2K |
| Lindenwold Advisors, INC | 7.8K | $2.37M | — | Held |
| GROUPAMA ASSET MANAGMENT | 7.58K | $2.3M | — | Held |
| Keel Point, LLC | 6.6K | $2M | — | Held |
| Bullseye Investment Management, LLC | 6.14K | $1.92M | — | Held |
| Flavin Financial Services, Inc. | 5.83K | $1.77M | $67K | Added$110.1K |
| NWAM LLC | 5.01K | $1.54M | $41.4K | Cut−$8.56K |
| Aventura Private Wealth, LLC | 4.56K | $1.39M | $52.5K | Added$69.5K |
| Clark Wealth Partners | 4.5K | $1.38M | $59.4K | Added$82.3K |
| American State Bank (Iowa) | 4.2K | $1.28M | $48.8K | Added$61.2K |
| J. Team Financial, Inc. | 4.02K | $1.22M | — | Held |
| MV CAPITAL MANAGEMENT, INC. | 3.78K | $1.15M | — | Held |
| Strategic Investment Solutions, Inc. /IL | 3.11K | $944.2K | — | Held |
| Garde Capital, Inc. | 3.07K | $931.7K | — | Held |
| Prestige Wealth Management Group LLC | 2.94K | $893K | $33.8K | Added$51.1K |
| CapWealth Advisors, LLC | 2.78K | $845.1K | — | Held |
| Cambria Investment Management, L.P. | 2.76K | $839.3K | — | Held |
| PCG ASSET MANAGEMENT, LLC | 2.49K | $756.1K | — | Held |
| Severin Investments, LLC | 2.27K | $690.7K | $26K | Added$42.4K |
| Financial Insights, Inc. | 2.17K | $658K | — | Held |
| Wealthspire Retirement, LLC | 1.74K | $527.8K | — | Held |
| TUCKER ASSET MANAGEMENT LLC | 1.72K | $521.8K | $20.2K | Added$8.26K |
| Claris Financial LLC | 1.69K | $512K | — | Held |
| SL ADVISORS, LLC | 1.58K | $478.9K | $18.5K | Added$16.4K |
| Invst, LLC | 1.42K | $431.8K | — | Held |
| Triumph Capital Management | 1.4K | $424.5K | $14.7K | Added$58.5K |
| National Philanthropic Trust | 1.28K | $387.8K | $11.3K | Added$107.3K |
| Burton Enright Welch | 1.27K | $385.7K | $14.2K | Added$31.8K |
| Syverson Strege & Co | 1.24K | $377.5K | — | Held |
| ARKANSAS FINANCIAL GROUP, INC. | 1.1K | $334K | $12.9K | Added$12.9K |
| Financial Symmetry Inc | 1.05K | $317.9K | — | Held |
| DGS Capital Management, LLC | 1.01K | $307.4K | — | New |
| Blackston Financial Advisory Group, LLC | 992 | $301.5K | $11.8K | Cut−$30.8K |
| Canal Capital Management, LLC | 954 | $289.8K | — | Held |
| SIMA Wealth Partners, LLC | 925 | $281.1K | — | Held |
| Roehl & Yi Investment Advisors, LLC | 13.5K | $272.7K | −$233.6K | Added$21.8K |
| Holos Integrated Wealth LLC | 870 | $258.4K | — | Held |
| Innova Wealth Partners | 836 | $254.1K | — | Held |
| Investment Research Partners LLC | 809 | $244.6K | — | Held |
| Mullaney, Keating & Wright, Inc. | 790 | $240.1K | $9.26K | Added$9.26K |
| Peak Planning Group, LLC | 753 | $228.8K | — | New |
| Medallion Wealth Advisors, LLC | 752 | $228.7K | $5.49K | Added$5.2K |
| Private Wealth Advisors, LLC | 748 | $227.2K | — | Held |
| Boreal Capital Management LLC | 668 | $203K | — | Held |
| Virtue Capital Management, LLC | 2.99K | $200.5K | — | Held |
| WFA of San Diego, LLC | 442 | $134.3K | — | Held |
| Nalls Sherbakoff Group, LLC | 408 | $124K | $4.86K | Added$5.47K |
| EVOLUTION WEALTH MANAGEMENT INC. | 381 | $115.8K | — | Held |
| Essential Partners LLC | 366 | $111.2K | $3.88K | Added$14.8K |
| SSA SWISS ADVISORS AG | 350 | $106.4K | — | Held |
| Cape Investment Advisory, Inc. | 249 | $75.7K | — | Held |
| Principia Wealth Advisory, LLC | 234 | $71.1K | — | Held |
| Peck Wealth Management, LLC | 200 | $60.8K | — | Held |
| AllSquare Wealth Management LLC | 173 | $52.6K | — | Held |
| Kilter Group LLC | 153 | $46.5K | — | Held |
| KBC Group NV | 148.6K | $45.2K | — | Held |
| Saranac Partners Ltd | 122 | $37K | — | New |
| Painted Porch Advisors LLC | 117 | $35.6K | — | Held |
| Noble Wealth Management PBC | 33 | $10K | — | Held |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 32.3K | $9.82K | — | Held |
| SkyView Investment Advisors, LLC | 4.95K | $1.5K | — | Held |
| PEAK6 LLC | 3 | $896 | −$52 | Added$247 |
| Lipe & Dalton | 1.74K | $530 | — | Held |
| ADVISORS MANAGEMENT GROUP INC /ADV | 824 | $250 | — | Held |