| BANK OF AMERICA CORP /DE/ | 16.9M | $1.03B | — | Held |
| MORGAN STANLEY | 15M | $914.2M | — | Held |
| BARCLAYS PLC | 2.74M | $166.7M | $5.71M | Added$63.3M |
| Allworth Financial LP | 305.1K | $18.5M | — | Held |
| Sanctuary Advisors, LLC | 222.3K | $13.5M | $691.5K | Added$987.4K |
| Canal Capital Management, LLC | 118K | $7.17M | — | Held |
| OP Asset Management Ltd | 95.8K | $5.82M | $294.3K | Added$490.3K |
| Davis Selected Advisers | 93.6K | $5.69M | — | Held |
| Swiss Life Asset Management Ltd | 89.8K | $5.46M | $270.8K | Added$551K |
| Cresset Asset Management, LLC | 85.9K | $5.22M | $265.7K | Added$405.4K |
| IFP Advisors, Inc | 51.3K | $3.12M | — | Held |
| AIA Group Ltd | 42.4K | $2.58M | — | Held |
| INDEPENDENT FINANCIAL GROUP, LLC | 41.2K | $2.5M | $125.4K | Added$231.4K |
| ONTARIO TEACHERS PENSION PLAN BOARD | 20K | $1.21M | — | New |
| Savant Capital, LLC | 19.8K | $1.2M | $61.1K | Added$96.3K |
| BROADWATER CAPITAL MANAGEMENT LLC | 19.6K | $1.19M | $1.17M | Added$62.4K |
| NWAM LLC | 17.8K | $1.08M | $77.3K | Added$92.9K |
| Roehl & Yi Investment Advisors, LLC | 15.2K | $922.9K | $48.3K | Added$18.7K |
| Nicholas Wealth, LLC. | 14.3K | $867.6K | $34K | Added$252K |
| Prestige Wealth Management Group LLC | 13.4K | $817.2K | $40.5K | Added$83.7K |
| Wealthspire Retirement, LLC | 9.89K | $601.4K | — | Held |
| WFA of San Diego, LLC | 8.05K | $489.2K | — | Held |
| AllSquare Wealth Management LLC | 6.8K | $413.2K | — | Held |
| Investment Research Partners LLC | 6.46K | $376.9K | — | Held |
| Severin Investments, LLC | 5.95K | $361.5K | $18.7K | Added$21.2K |
| Virtue Capital Management, LLC | 988 | $319.7K | — | Held |
| J. Team Financial, Inc. | 4.42K | $269K | — | Held |
| DGS Capital Management, LLC | 3.68K | $223.6K | — | New |
| GW HENSSLER & ASSOCIATES LTD | 3.61K | $219.3K | — | Held |
| Financial Insights, Inc. | 3.4K | $206.6K | — | Held |
| Medallion Wealth Advisors, LLC | 2.18K | $132.7K | $6.32K | Added$12.3K |
| Essential Partners LLC | 1.34K | $81.2K | $4.1K | Added$6.9K |
| MV CAPITAL MANAGEMENT, INC. | 708 | $43K | — | Held |
| Cape Investment Advisory, Inc. | 494 | $30K | — | Held |
| Aventura Private Wealth, LLC | 366 | $22.2K | $1.16K | Cut−$5.4K |
| KBC Group NV | 214.6K | $13K | — | Held |
| Strategic Investment Solutions, Inc. /IL | 200 | $12.2K | — | Held |
| EVOLUTION WEALTH MANAGEMENT INC. | 140 | $8.51K | — | Held |
| ADVISORS MANAGEMENT GROUP INC /ADV | 133.2K | $8.1K | — | Held |
| Pensionfund PDN | 131.9K | $8.02K | — | Held |
| Leonteq Securities AG | 109 | $6.63K | $41 | Added$5.88K |
| Noble Wealth Management PBC | 100 | $6.08K | — | Held |
| Pensionfund Sabic | 94K | $5.72K | $298 | Added$68 |
| Kilter Group LLC | 79 | $4.82K | — | Held |
| Principia Wealth Advisory, LLC | 68 | $4.13K | — | Held |
| Clark Wealth Partners | 44 | $2.48K | −$35 | Cut−$722 |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 40.8K | $2.48K | — | Held |
| SkyView Investment Advisors, LLC | 6.01K | $366 | — | Held |
| FNY Investment Advisers, LLC | 90 | $5 | — | Held |