| MORGAN STANLEY | 323M | $60.3B | — | Held |
| BANK OF AMERICA CORP /DE/ | 190.5M | $35.6B | — | Held |
| BARCLAYS PLC | 87.4M | $16.3B | $2.5B | Added$375.2M |
| National Philanthropic Trust | 9.71M | $1.81B | $277.3M | Added$278.6M |
| Swiss Life Asset Management Ltd | 8.51M | $1.59B | $231M | Added$310.7M |
| Alecta Tjanstepension Omsesidigt | 7.17M | $1.34B | — | Held |
| Hudson Bay Capital Management LP | 5.96M | $1.11B | — | Held |
| Employees Provident Fund Board | 5.56M | $1.04B | $158.9M | Added$157.4M |
| CANTOR FITZGERALD, L. P. | 3.49M | $651.7M | — | Held |
| OP Asset Management Ltd | 3.2M | $597.9M | $89.8M | Added$101.5M |
| Sanctuary Advisors, LLC | 2.79M | $520.1M | $79.7M | Added$75M |
| GROUPAMA ASSET MANAGMENT | 2.42M | $451.3M | — | Held |
| SCGE MANAGEMENT, L.P. | 2.28M | $425.6M | — | Held |
| INDEPENDENT FINANCIAL GROUP, LLC | 1.69M | $314.6M | $47.5M | Added$52.3M |
| Allworth Financial LP | 1.44M | $268.4M | — | Held |
| TUDOR INVESTMENT CORP ET AL | 1.18M | $219.5M | — | Held |
| Henshaw Capital LLC | 1.04M | $193.7M | $29.7M | Added$29.7M |
| Cresset Asset Management, LLC | 1.04M | $193.5M | $26.4M | Added$47.8M |
| AIA Group Ltd | 665.3K | $124.1M | — | Held |
| Leonteq Securities AG | 633.4K | $118.2M | $14.6M | Added$37.6M |
| Polar Asset Management Partners Inc. | 486K | $90.7M | — | Held |
| ONTARIO TEACHERS PENSION PLAN BOARD | 485K | $90.5M | — | New |
| Savant Capital, LLC | 426.6K | $79.6M | $11.6M | Added$15.3M |
| Alberta Investment Management Corp | 393.5K | $73.4M | $9.98M | Added$18.3M |
| IFP Advisors, Inc | 374.1K | $69.8M | — | Held |
| Pine Valley Investments Ltd Liability Co | 336.9K | $62.9M | $9.63M | Added$8.92M |
| MIROVA | 255.2K | $47.6M | — | Held |
| NWAM LLC | 243.3K | $44.6M | $2.15M | Added$993.8K |
| OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) | 188.5K | $35.2M | — | New |
| Keel Point, LLC | 185.1K | $34.5M | — | Held |
| MIRABELLA FINANCIAL SERVICES LLP | 175.5K | $32.7M | — | Held |
| Integrated Financial Solutions, Inc. | 173.1K | $32.3M | $4.84M | Added$5.53M |
| GW HENSSLER & ASSOCIATES LTD | 147.6K | $27.5M | — | Held |
| Aventura Private Wealth, LLC | 119.9K | $22.4M | $3.09M | Added$5.28M |
| American State Bank (Iowa) | 115.1K | $21.5M | $3.29M | Added$3.21M |
| MV CAPITAL MANAGEMENT, INC. | 108K | $20.2M | — | Held |
| NRI Wealth Management LC | 101.1K | $18.9M | — | Held |
| TUCKER ASSET MANAGEMENT LLC | 100.8K | $18.8M | $2.88M | Added$2.48M |
| Value Aligned Research Advisors, LLC | 97.3K | $18.1M | — | Held |
| DGS Capital Management, LLC | 94K | $17.5M | $2.53M | Added$3.55M |
| Strategic Investment Advisors / MI | 93.5K | $17.4M | — | Held |
| Davis Selected Advisers | 89.8K | $16.8M | — | Held |
| Altrafin AG | 82.9K | $15.5M | $2.37M | Added$1.87M |
| Canal Capital Management, LLC | 81.5K | $15.2M | — | Held |
| Kentucky Farm Bureau Mutual Insurance Co | 74K | $13.8M | $2.12M | Added$2.12M |
| Millennium Capital Advisors, LLC | 68.7K | $12.8M | $1.96M | Added$1.65M |
| Invst, LLC | 66.1K | $12.3M | — | Held |
| Investment Research Partners LLC | 55.8K | $11.5M | — | Held |
| Cambria Investment Management, L.P. | 55.8K | $10.4M | — | Held |
| PETERSON WEALTH MANAGEMENT | 52.3K | $9.76M | — | Held |
| Lindenwold Advisors, INC | 47.8K | $8.91M | — | Held |
| Garde Capital, Inc. | 46.5K | $8.68M | — | Held |
| Wall Street Financial Group, Inc. | 43.4K | $8.1M | $1.02M | Added$2.46M |
| Claris Financial LLC | 42.7K | $7.97M | — | Held |
| LifeWealth Investments, LLC | 42K | $7.84M | $829.6K | Added$3.26M |
| Narus Financial Partners, LLC | 41.7K | $7.77M | — | Held |
| Wealthspire Retirement, LLC | 41.4K | $7.73M | — | Held |
| RIA Advisory Group LLC | 39.9K | $7.45M | — | Held |
| AXS Investments LLC | 39.6K | $7.39M | — | Held |
| Prestige Wealth Management Group LLC | 36.7K | $6.85M | $1.05M | Cut−$1.77M |
| Medallion Wealth Advisors, LLC | 35.5K | $6.63M | $1.17M | Added$1.19M |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 32.6K | $6.09M | — | Held |
| WORMSER FRERES GESTION | 32.2K | $6.06M | — | Held |
| J. Team Financial, Inc. | 30.8K | $5.88M | — | Held |
| Boreal Capital Management LLC | 30.6K | $5.7M | — | Held |
| Triumph Capital Management | 30.5K | $5.68M | $871K | Added$869.5K |
| SSA SWISS ADVISORS AG | 30K | $5.57M | — | Held |
| Peak Planning Group, LLC | 29.3K | $5.46M | $1.53M | Cut−$1.64M |
| Finivi Inc. | 28.4K | $5.29M | $810.8K | Added$811.6K |
| Stillwater Wealth Management Group | 26.9K | $5.02M | — | Held |
| Silver Grove Financial Group, Inc. | 23.7K | $4.43M | — | Held |
| Parsonex Advisory Services, Inc. | 23.7K | $4.43M | $529.1K | Added$1.5M |
| Tevis Investment Management | 23.1K | $4.31M | — | Held |
| Roehl & Yi Investment Advisors, LLC | 129.1K | $4.27M | −$3.55M | Cut−$216.2K |
| Tributary Capital Management, LLC | 22.8K | $4.26M | — | Held |
| Farmers National Bank | 22.2K | $4.13M | — | Held |
| Scarborough Advisors, LLC | 21.8K | $4.06M | — | Held |
| Essential Partners LLC | 21.2K | $3.96M | $547.4K | Added$938.3K |
| Alternative Investment Advisors, LLC. | 21.2K | $3.95M | — | Held |
| Syverson Strege & Co | 20K | $3.73M | — | Held |
| Strategic Investment Solutions, Inc. /IL | 19.9K | $3.72M | — | Held |
| CTC Alternative Strategies, Ltd. | 19.7K | $3.67M | — | Held |
| Norris Financial Group, LLC | 19.5K | $3.63M | $556.9K | Cut−$1.12M |
| Cornerstone National Bank & Trust Co | 19.2K | $3.58M | $547.8K | Added$547.8K |
| Peck Wealth Management, LLC | 19.1K | $3.57M | — | Held |
| Nicholas Wealth, LLC. | 18.9K | $3.52M | $486.6K | Added$834.5K |
| Payne Capital Management, LLC | 18.2K | $3.4M | — | Held |
| BOURNE LENT ASSET MANAGEMENT INC | 17.5K | $3.26M | — | Held |
| KBC Group NV | 16.5M | $3.08M | — | Held |
| Capital Squared Financial LLC | 16K | $2.99M | $212.5K | Added$1.82M |
| Burton Enright Welch | 15.9K | $2.96M | $450.9K | Added$469.4K |
| Financial Insights, Inc. | 15.4K | $2.86M | — | Held |
| Flavin Financial Services, Inc. | 14.5K | $2.7M | $269.9K | Added$1.21M |
| Absoluto Partners Gestao de Recursos Ltda | 13.6K | $2.54M | $389K | Cut−$322.1K |
| WFA of San Diego, LLC | 13.5K | $2.51M | — | Held |
| Seros Financial, LLC | 13.2K | $2.46M | — | Held |
| Womack Financial LLC | 12.8K | $2.39M | $366.3K | Added$335.8K |
| Fulcrum Equity Management | 12.7K | $2.38M | — | Held |
| Truxt Investmentos Ltda. | 11.7K | $2.19M | — | Held |
| Severin Investments, LLC | 11.6K | $2.17M | $332.8K | Cut−$305.6K |
| Persistent Asset Partners Ltd | 11.6K | $2.17M | — | Held |
| MRP Capital Investments, LLC | 13.7K | $2.17M | — | Held |
| PMG Family Office LLC | 11.5K | $2.15M | — | Held |
| AllSquare Wealth Management LLC | 11.1K | $2.08M | — | Held |
| Militia Capital Partners, LP | 10K | $1.87M | — | Held |
| VIRTUS ADVISERS, LLC | 9.56K | $1.78M | $273.2K | Cut−$293.2K |
| HOWARD BAILEY SECURITIES, LLC | 9.18K | $1.71M | $262.5K | Added$43.5K |
| Blackston Financial Advisory Group, LLC | 9.11K | $1.7M | $250.1K | Added$318.4K |
| HARBOUR INVESTMENT MANAGEMENT LLC | 7.83K | $1.46M | — | Held |
| Kilter Group LLC | 7.66K | $1.43M | — | Held |
| EVOLUTION WEALTH MANAGEMENT INC. | 7.07K | $1.32M | — | Held |
| CapWealth Advisors, LLC | 6.99K | $1.3M | — | Held |
| Noble Wealth Management PBC | 6.86K | $1.28M | — | Held |
| Financial Symmetry Inc | 6.82K | $1.27M | — | Held |
| SHERMAN PORFOLIOS, LLC | 6.77K | $1.26M | $41.6K | Added$1.03M |
| Tull Financial Group, Inc. | 6.07K | $1.13M | — | Held |
| Causey Wealth LLC | 6K | $1.12M | $171.4K | Added$171.4K |
| SIMS INVESTMENT MANAGEMENT, LLC | 5.89K | $1.1M | — | Held |
| PCG ASSET MANAGEMENT, LLC | 5.75K | $1.07M | — | Held |
| PVG ASSET MANAGEMENT CORP | 5.64K | $1.05M | — | Held |
| Legacy Financial Group LLC | 5.5K | $1.03M | — | Held |
| Innova Wealth Partners | 5.46K | $1.02M | — | Held |
| Virtue Capital Management, LLC | 22K | $933.1K | — | Held |
| CORSAIR CAPITAL MANAGEMENT, L.P. | 5K | $932.9K | $143K | Added$142.9K |
| Bawa N Mallick Trust | 5K | $932.9K | $143K | Added$142.9K |
| Steadtrust LLC | 4.87K | $909K | $69.8K | Added$523.5K |
| Nalls Sherbakoff Group, LLC | 4.25K | $793.7K | $121.6K | Cut−$36.5K |
| Holos Integrated Wealth LLC | 4.22K | $772.6K | — | Held |
| Cape Investment Advisory, Inc. | 4.06K | $758.1K | — | Held |
| Ameraudi Asset Management, Inc. | 3.98K | $742.6K | — | Held |
| Clark Wealth Partners | 3.88K | $722.9K | $96.2K | Added$190.2K |
| CROSSPOINT FINANCIAL, LLC | 3.74K | $697.2K | — | Held |
| Mullaney, Keating & Wright, Inc. | 3.36K | $627.3K | $96.1K | Cut−$61.9K |
| RETIREMENT FINANCIAL SOLUTIONS, LLC | 3.29K | $613.3K | $90K | Added$115.8K |
| Stark Wealth Management LLC | 2.63K | $490K | $137.3K | Cut−$1.4M |
| BUSH INVESTMENT GROUP, LLC | 2.55K | $475.6K | — | Held |
| ARKANSAS FINANCIAL GROUP, INC. | 2.32K | $432.9K | $66.3K | Added$66.3K |
| Painted Porch Advisors LLC | 2.13K | $397.6K | — | Held |
| Ramiah Investment Group | 1.98K | $370.2K | $56.7K | Added$25.6K |
| Retirement Solution LLC | 1.97K | $366.9K | $56.2K | Added$56.2K |
| Authentikos Wealth Advisory, LLC | 1.94K | $362.6K | $48.5K | Added$95K |
| Bullseye Investment Management, LLC | 3.03K | $328.5K | — | Held |
| Catherine Avery Investment Management LLC | 1.41K | $263.5K | $40.4K | Cut−$153.2K |
| Principia Wealth Advisory, LLC | 1.26K | $236K | — | Held |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 1.1M | $205.6K | — | Held |
| CMC Financial Group | 1.1K | $205.3K | — | Held |
| BRIGHTON SECURITIES CORP. | 1.09K | $203K | $31.1K | Cut−$47.9K |
| SkyView Investment Advisors, LLC | 148K | $27.6K | — | Held |
| ADVISORS MANAGEMENT GROUP INC /ADV | 123.8K | $23.1K | — | Held |
| BROADWATER CAPITAL MANAGEMENT LLC | 120 | $22.4K | $22.3K | Added$3.43K |
| NWI MANAGEMENT LP | 112K | $20.9K | $3.2K | Cut−$25.2K |
| Pensionfund Sabic | 55.7K | $10.4K | $1.59K | Added$1.59K |
| FNY Investment Advisers, LLC | 41.2K | $7.68K | — | Held |
| Lipe & Dalton | 4.27K | $797 | — | Held |