| MORGAN STANLEY | 8.13M | $1.26B | — | Held |
| BANK OF AMERICA CORP /DE/ | 5.74M | $890.7M | — | Held |
| BARCLAYS PLC | 1.7M | $263.8M | $5M | Cut−$1.99M |
| Swiss Life Asset Management Ltd | 139.7K | $21.7M | $410.8K | Cut−$545.9K |
| Hudson Bay Capital Management LP | 106.1K | $16.5M | — | Held |
| Pine Valley Investments Ltd Liability Co | 102.4K | $15.9M | $300.7K | Added$317K |
| Sanctuary Advisors, LLC | 87.2K | $13.5M | $256.3K | Cut−$742.1K |
| Virtue Capital Management, LLC | 38.7K | $9.85M | — | Held |
| Savant Capital, LLC | 63.4K | $9.84M | $67.6K | Added$6.34M |
| TUDOR INVESTMENT CORP ET AL | 61.6K | $9.55M | — | Held |
| OP Asset Management Ltd | 58.5K | $9.08M | $170.4K | Added$253.9K |
| MIRABELLA FINANCIAL SERVICES LLP | 40.3K | $6.29M | — | Held |
| Allworth Financial LP | 34.7K | $5.38M | — | Held |
| Cresset Asset Management, LLC | 34.6K | $5.37M | $94.9K | Added$466.8K |
| INDEPENDENT FINANCIAL GROUP, LLC | 23.6K | $3.66M | $69.4K | Cut−$82.3K |
| RIA Advisory Group LLC | 11.7K | $1.81M | — | Held |
| Essential Partners LLC | 8.03K | $1.25M | $23K | Added$53.9K |
| BROADWATER CAPITAL MANAGEMENT LLC | 6.4K | $993.2K | $986.8K | Added$18.8K |
| Leonteq Securities AG | 5.77K | $894.8K | $13.9K | Added$176.2K |
| Nicholas Wealth, LLC. | 5.67K | $879.9K | $12.9K | Added$215.4K |
| IFP Advisors, Inc | 5.09K | $789.4K | — | Held |
| GROUPAMA ASSET MANAGMENT | 4.23K | $657K | — | Held |
| NWAM LLC | 4.21K | $651.1K | $22.6K | Cut−$280.3K |
| Tevis Investment Management | 3.06K | $475.3K | — | Held |
| GW HENSSLER & ASSOCIATES LTD | 2.63K | $408.7K | — | Held |
| Strategic Investment Advisors / MI | 2.51K | $389.5K | — | Held |
| Finivi Inc. | 2.43K | $377.2K | $7.15K | Added$7.15K |
| MV CAPITAL MANAGEMENT, INC. | 2.22K | $343.9K | — | Held |
| Blackston Financial Advisory Group, LLC | 1.94K | $300.9K | $5.73K | Cut−$5.24K |
| DGS Capital Management, LLC | 1.85K | $287.7K | $3.95K | Added$83.1K |
| Keel Point, LLC | 1.85K | $287.6K | — | Held |
| Wealthspire Retirement, LLC | 1.8K | $279.2K | — | Held |
| Cambria Investment Management, L.P. | 1.75K | $270.8K | — | Held |
| Claris Financial LLC | 1.66K | $257.2K | — | Held |
| Triumph Capital Management | 1.56K | $242.9K | $4.31K | Added$19.8K |
| Medallion Wealth Advisors, LLC | 1.39K | $215.2K | $2.83K | Cut−$27.8K |
| Roehl & Yi Investment Advisors, LLC | 1.3K | $201.9K | $3.82K | Cut−$15.7K |
| MRP Capital Investments, LLC | 700 | $106.6K | — | Held |
| Scarborough Advisors, LLC | 623 | $96.7K | — | Held |
| WFA of San Diego, LLC | 400 | $62.1K | — | Held |
| Prestige Wealth Management Group LLC | 341 | $52.9K | $1K | Cut−$8.89K |
| Boreal Capital Management LLC | 329 | $51.1K | — | Held |
| VIRTUS ADVISERS, LLC | 280 | $43.5K | $823 | Cut−$6.18K |
| AllSquare Wealth Management LLC | 200 | $31K | — | Held |
| Peck Wealth Management, LLC | 150 | $23.3K | — | Held |
| Holos Integrated Wealth LLC | 139 | $20.7K | — | Held |
| Painted Porch Advisors LLC | 125 | $19.4K | — | Held |
| SIMA Wealth Partners, LLC | 80 | $12.4K | — | Held |
| KBC Group NV | 58.4K | $9.07K | — | Held |
| Strategic Investment Solutions, Inc. /IL | 50 | $7.76K | — | Held |
| Clark Wealth Partners | 46 | $7.37K | $213 | Added$3.25K |
| Kilter Group LLC | 45 | $6.98K | — | Held |
| EVOLUTION WEALTH MANAGEMENT INC. | 37 | $5.74K | — | Held |
| Aventura Private Wealth, LLC | 36 | $5.59K | $41 | Added$3.46K |
| Nalls Sherbakoff Group, LLC | 35 | $5.43K | $103 | Added$103 |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 24.3K | $3.77K | — | Held |
| Principia Wealth Advisory, LLC | 23 | $3.57K | — | Held |
| ADVISORS MANAGEMENT GROUP INC /ADV | 14.4K | $2.24K | — | Held |
| Cape Investment Advisory, Inc. | 12 | $1.86K | — | Held |