| MORGAN STANLEY | 1.99M | $4.64B | — | Held |
| BANK OF AMERICA CORP /DE/ | 309.1K | $722.4M | — | Held |
| BARCLAYS PLC | 198.5K | $463.9M | −$54.9M | Cut−$65.3M |
| Moneda S.A. Administradora General de Fondos | 11.5K | $26.8M | — | Held |
| GW HENSSLER & ASSOCIATES LTD | 10.2K | $23.7M | — | Held |
| AIA Group Ltd | 9.04K | $21.1M | — | Held |
| Swiss Life Asset Management Ltd | 7.86K | $18.4M | −$2.17M | Cut−$5.14M |
| OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) | 6.57K | $15.4M | — | New |
| OP Asset Management Ltd | 5.4K | $12.6M | −$1.47M | Cut−$1.3M |
| Absoluto Partners Gestao de Recursos Ltda | 5.15K | $12M | −$1.42M | Cut−$8.56M |
| CTC LLC | 4.92K | $11.5M | — | Held |
| PEAK6 LLC | 2.7K | $6.31M | −$175.7K | Added$4.66M |
| TUDOR INVESTMENT CORP ET AL | 2.62K | $6.13M | — | Held |
| Leonteq Securities AG | 1.96K | $4.59M | −$371.9K | Added$1.07M |
| Keel Point, LLC | 1.91K | $4.45M | — | Held |
| Sanctuary Advisors, LLC | 1.9K | $4.43M | −$525.3K | Cut−$1.26M |
| NWAM LLC | 1.6K | $3.36M | −$434.8K | Cut−$434.8K |
| Cresset Asset Management, LLC | 1.33K | $3.12M | −$353.3K | Cut−$220.1K |
| National Philanthropic Trust | 1.22K | $2.86M | −$332.3K | Cut−$280.9K |
| Allworth Financial LP | 1.15K | $2.68M | — | Held |
| MIRABELLA FINANCIAL SERVICES LLP | 954 | $2.23M | — | Held |
| Integrated Financial Solutions, Inc. | 918 | $2.15M | — | New |
| AXS Investments LLC | 638 | $1.49M | — | Held |
| IFP Advisors, Inc | 382 | $892.7K | — | Held |
| Savant Capital, LLC | 334 | $779.4K | −$92.2K | Cut−$89.8K |
| Virtue Capital Management, LLC | 8.72K | $732.9K | — | Held |
| Invst, LLC | 251 | $586.6K | — | Held |
| Pine Valley Investments Ltd Liability Co | 229 | $535.2K | −$62K | Cut−$50.3K |
| Boreal Capital Management LLC | 205 | $479.1K | — | Held |
| Wealthspire Retirement, LLC | 185 | $432.3K | — | Held |
| INDEPENDENT FINANCIAL GROUP, LLC | 170 | $397.3K | −$34.6K | Added$70.6K |
| Altrafin AG | 168 | $392.6K | −$46.5K | Cut−$46.5K |
| Triumph Capital Management | 146 | $341.2K | −$40.4K | Cut−$40.4K |
| Provida Pension Fund Administrator | 115 | $268.7K | — | Held |
| Finivi Inc. | 104 | $243K | −$26K | Cut−$2.64K |
| Narus Financial Partners, LLC | 94 | $219.7K | — | Held |
| KBC Group NV | 83.5K | $195.1K | — | Held |
| Aventura Private Wealth, LLC | 73 | $170.6K | −$17.4K | Added$5.94K |
| MV CAPITAL MANAGEMENT, INC. | 71 | $165.9K | — | Held |
| NWI MANAGEMENT LP | 42.7K | $99.8K | −$11.8K | Cut−$11.8K |
| Scarborough Advisors, LLC | 30 | $70.1K | — | Held |
| Cornerstone National Bank & Trust Co | 29 | $67.8K | −$8.02K | Cut−$8.02K |
| Prestige Wealth Management Group LLC | 28 | $65.4K | −$7.75K | Cut−$7.75K |
| Essential Partners LLC | 22 | $51.4K | −$3.04K | Added$22.7K |
| Holos Integrated Wealth LLC | 16 | $34.1K | — | Held |
| Cape Investment Advisory, Inc. | 9 | $21K | — | Held |
| Kilter Group LLC | 2 | $4.67K | — | Held |
| Painted Porch Advisors LLC | 1 | $2.34K | — | Held |
| AMS Capital Ltda | 826 | $1.93K | — | Held |
| SkyView Investment Advisors, LLC | 230 | $538 | — | Held |
| Vinland Capital Management Gestora de Recursos LTDA. | 0 | $0 | — | Cut−$723.8K |