| MORGAN STANLEY | 2.47M | $1.91B | — | Held |
| BANK OF AMERICA CORP /DE/ | 1.67M | $1.29B | — | Held |
| BARCLAYS PLC | 439.8K | $339.8M | $17.5M | Cut−$5.33M |
| FARALLON CAPITAL MANAGEMENT LLC | 327.1K | $252.7M | — | New |
| Alecta Tjanstepension Omsesidigt | 139.5K | $107.8M | — | Held |
| Sanctuary Advisors, LLC | 33.8K | $26.1M | $1.34M | Added$1.51M |
| LYNWOOD PRICE CAPITAL MANAGEMENT LP | 29.2K | $22.6M | — | Held |
| OP Asset Management Ltd | 26.4K | $20.4M | $1.05M | Added$425.2K |
| Swiss Life Asset Management Ltd | 20.6K | $15.9M | $805K | Added$1.04M |
| Burton Enright Welch | 12.3K | $9.47M | $487.2K | Cut−$848.6K |
| Savant Capital, LLC | 10.6K | $8.16M | $420K | Added$355.5K |
| Alberta Investment Management Corp | 8.3K | $6.41M | $278.3K | Added$1.28M |
| Allworth Financial LP | 5.8K | $4.48M | — | Held |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 4.19K | $3.24M | — | Held |
| IFP Advisors, Inc | 3.65K | $2.82M | — | Held |
| GROUPAMA ASSET MANAGMENT | 3.6K | $2.78M | — | Held |
| Pine Valley Investments Ltd Liability Co | 2.66K | $2.06M | $76.4K | Added$650.3K |
| PEAK6 LLC | 2.52K | $1.95M | $100.3K | Cut−$1.06M |
| Investment Research Partners LLC | 1.61K | $1.3M | — | Held |
| INDEPENDENT FINANCIAL GROUP, LLC | 1.16K | $897.7K | $34.1K | Added$269.7K |
| Cambria Investment Management, L.P. | 1.16K | $896.9K | — | Held |
| Roehl & Yi Investment Advisors, LLC | 967 | $747K | $38.4K | Added$8.4K |
| Keel Point, LLC | 940 | $726.2K | — | Held |
| Strategic Investment Advisors / MI | 901 | $696.2K | — | Held |
| Prestige Wealth Management Group LLC | 856 | $662K | $34.1K | Added$15.1K |
| Persistent Asset Partners Ltd | 772 | $596.4K | — | Held |
| GW HENSSLER & ASSOCIATES LTD | 766 | $591.9K | — | Held |
| J. Team Financial, Inc. | 745 | $575.4K | — | Held |
| Cresset Asset Management, LLC | 700 | $541.5K | $20.8K | Added$156.2K |
| Payne Capital Management, LLC | 675 | $521.5K | — | Held |
| Virtue Capital Management, LLC | 516 | $475.1K | — | Held |
| Peak Planning Group, LLC | 588 | $454.2K | $119.1K | Added$94.1K |
| Syverson Strege & Co | 573 | $442.7K | — | Held |
| DGS Capital Management, LLC | 448 | $346.1K | — | New |
| Narus Financial Partners, LLC | 439 | $339K | — | Held |
| AIA Group Ltd | 417 | $322.1K | — | Held |
| Hudson Bay Capital Management LP | 408 | $315.2K | — | Held |
| Wealthspire Retirement, LLC | 305 | $235.6K | — | Held |
| Essential Partners LLC | 238 | $183.9K | $9.46K | Cut−$109.2K |
| Leonteq Securities AG | 167 | $129K | $6.64K | Cut−$13.9K |
| MV CAPITAL MANAGEMENT, INC. | 153 | $118.2K | — | Held |
| KBC Group NV | 143.3K | $110.7K | — | Held |
| Aventura Private Wealth, LLC | 127 | $98.1K | $1.87K | Added$63.7K |
| Cape Investment Advisory, Inc. | 110 | $85K | — | Held |
| Principia Wealth Advisory, LLC | 69 | $53.3K | — | Held |
| Medallion Wealth Advisors, LLC | 44 | $34K | $1.97K | Added$1.97K |
| Scarborough Advisors, LLC | 23 | $17.8K | — | Held |
| Kilter Group LLC | 12 | $9.27K | — | Held |
| Boreal Capital Management LLC | 9 | $6.96K | — | Held |
| Clark Wealth Partners | 6 | $4.92K | $525 | Added$525 |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 5.65K | $4.37K | — | Held |
| Pensionfund Sabic | 2.3K | $1.78K | $92 | Added$92 |
| EVOLUTION WEALTH MANAGEMENT INC. | 1 | $773 | — | Held |
| FNY Investment Advisers, LLC | 300 | $231 | — | Held |
| Evolution Advisers, Inc. | 83 | $63 | — | Held |