| MORGAN STANLEY | 22M | $1.45B | — | Held |
| BANK OF AMERICA CORP /DE/ | 13.9M | $918.8M | — | Held |
| BARCLAYS PLC | 6.26M | $413.8M | $37.3M | Added$119.8M |
| Swiss Life Asset Management Ltd | 4.66M | $308.2M | $34.7M | Added$33.2M |
| TUDOR INVESTMENT CORP ET AL | 748.9K | $49.5M | — | Held |
| Sanctuary Advisors, LLC | 505.1K | $33.4M | $3.67M | Added$4.38M |
| GW HENSSLER & ASSOCIATES LTD | 338.9K | $22.4M | — | Held |
| Cresset Asset Management, LLC | 287.7K | $19.3M | $2.04M | Added$2.98M |
| Canal Capital Management, LLC | 211.3K | $14M | — | Held |
| Allworth Financial LP | 202.3K | $13.4M | — | Held |
| Savant Capital, LLC | 63.5K | $4.19M | $471.6K | Added$463.7K |
| Strategic Investment Advisors / MI | 54.4K | $3.59M | — | Held |
| IFP Advisors, Inc | 48.9K | $3.23M | — | Held |
| Pine Valley Investments Ltd Liability Co | 44.8K | $2.98M | $307.2K | Added$530.8K |
| INDEPENDENT FINANCIAL GROUP, LLC | 40.3K | $2.66M | $299.3K | Added$147.8K |
| GROUPAMA ASSET MANAGMENT | 32.7K | $2.16M | — | Held |
| DGS Capital Management, LLC | 25.2K | $1.66M | $172.5K | Added$300.2K |
| Stillwater Wealth Management Group | 23.1K | $1.52M | — | Held |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 20.3K | $1.34M | — | Held |
| Invst, LLC | 17K | $1.12M | — | Held |
| Virtue Capital Management, LLC | 2.12K | $965.4K | — | Held |
| NWAM LLC | 14.7K | $949.8K | $38.2K | Added$63.7K |
| RIA Advisory Group LLC | 14K | $923.4K | — | Held |
| Tevis Investment Management | 12.9K | $863.6K | — | Held |
| Cambria Investment Management, L.P. | 11.5K | $760.6K | — | Held |
| Leonteq Securities AG | 9.59K | $633.5K | $71.3K | Cut−$70.6K |
| VIRTUS ADVISERS, LLC | 9.13K | $603.3K | $67.9K | Cut−$53.9K |
| Hudson Bay Capital Management LP | 8.74K | $577.6K | — | Held |
| Severin Investments, LLC | 7.23K | $477.4K | $51.3K | Added$72.3K |
| MV CAPITAL MANAGEMENT, INC. | 6.2K | $409.4K | — | Held |
| Keel Point, LLC | 6.2K | $409.3K | — | Held |
| Syverson Strege & Co | 5.99K | $395.6K | — | Held |
| Capital Squared Financial LLC | 5.74K | $378.9K | — | New |
| Farmers National Bank | 5.31K | $351K | — | Held |
| Wealthspire Retirement, LLC | 4.96K | $327.5K | — | Held |
| Prestige Wealth Management Group LLC | 4.41K | $296.1K | $31.8K | Added$42.3K |
| Strategic Investment Solutions, Inc. /IL | 4.09K | $270K | — | Held |
| SIMA Wealth Partners, LLC | 4.05K | $267.7K | — | Held |
| Claris Financial LLC | 3.88K | $256K | — | Held |
| CapWealth Advisors, LLC | 3.56K | $235K | — | Held |
| Steadtrust LLC | 3.49K | $230.7K | $25.9K | Added$26K |
| Garde Capital, Inc. | 3.31K | $219K | — | Held |
| Medallion Wealth Advisors, LLC | 3.26K | $215.6K | $25.6K | Added$8.32K |
| Aventura Private Wealth, LLC | 2.42K | $159.6K | $18K | Added$9.16K |
| AXS Investments LLC | 2.01K | $132.7K | — | Held |
| Scarborough Advisors, LLC | 1.47K | $97.4K | — | Held |
| Essential Partners LLC | 1.36K | $89.7K | $551 | Added$85.4K |
| Boreal Capital Management LLC | 1.3K | $87.3K | — | Held |
| EVOLUTION WEALTH MANAGEMENT INC. | 876 | $57.9K | — | Held |
| Nalls Sherbakoff Group, LLC | 825 | $54.5K | $6.13K | Added$6.13K |
| Painted Porch Advisors LLC | 731 | $48.3K | — | Held |
| WFA of San Diego, LLC | 665 | $43.9K | — | Held |
| AllSquare Wealth Management LLC | 645 | $42.6K | — | Held |
| Clark Wealth Partners | 675 | $38.9K | −$655 | Cut−$678.7K |
| Catherine Avery Investment Management LLC | 170 | $11.2K | $1.26K | Added$90 |
| Cape Investment Advisory, Inc. | 152 | $10K | — | Held |
| KBC Group NV | 151.1K | $9.98K | — | Held |
| Kilter Group LLC | 146 | $9.64K | — | Held |
| Principia Wealth Advisory, LLC | 80 | $5.29K | — | Held |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 76.1K | $5.03K | — | Held |
| FNY Investment Advisers, LLC | 3.6K | $237 | — | Held |
| Evolution Advisers, Inc. | 274 | $18 | — | Held |