| MORGAN STANLEY | 24.9M | $3.5B | — | Held |
| BANK OF AMERICA CORP /DE/ | 21.3M | $2.98B | — | Held |
| BARCLAYS PLC | 12.9M | $1.81B | $69.2M | Added$726.8M |
| Swiss Life Asset Management Ltd | 372.9K | $52.4M | $3.1M | Added$3.63M |
| Cresset Asset Management, LLC | 317.4K | $44.6M | $2.57M | Added$4.17M |
| Sanctuary Advisors, LLC | 214.5K | $30.1M | $1.8M | Cut−$91.3K |
| Hudson Bay Capital Management LP | 171.9K | $24.1M | — | Held |
| Henshaw Capital LLC | 130.7K | $18.4M | $1.1M | Added$1.1M |
| GW HENSSLER & ASSOCIATES LTD | 121K | $17M | — | Held |
| CapWealth Advisors, LLC | 113K | $15.9M | — | Held |
| Savant Capital, LLC | 80.8K | $11.4M | $679.2K | Added$618.6K |
| National Philanthropic Trust | 80.7K | $11.3M | $678.1K | Cut−$125K |
| Allworth Financial LP | 80.4K | $11.3M | — | Held |
| Pine Valley Investments Ltd Liability Co | 53.7K | $7.54M | $421.2K | Added$919.4K |
| Alberta Investment Management Corp | 53K | $7.44M | $430.9K | Added$669.7K |
| AIA Group Ltd | 45.9K | $6.45M | — | Held |
| INDEPENDENT FINANCIAL GROUP, LLC | 44.7K | $6.28M | $345K | Added$857.3K |
| MIRABELLA FINANCIAL SERVICES LLP | 32.9K | $4.61M | — | Held |
| IFP Advisors, Inc | 20.2K | $2.83M | — | Held |
| Farmers National Bank | 15.1K | $2.12M | — | Held |
| Kentucky Farm Bureau Mutual Insurance Co | 15K | $2.11M | $126K | Added$126K |
| ACADEMY CAPITAL MANAGEMENT | 14K | $1.97M | — | Held |
| HARBOUR INVESTMENT MANAGEMENT LLC | 13.3K | $1.86M | — | Held |
| Lindenwold Advisors, INC | 13.1K | $1.84M | — | Held |
| PETERSON WEALTH MANAGEMENT | 12.9K | $1.81M | — | Held |
| Leonteq Securities AG | 12.6K | $1.77M | $105.9K | Cut−$3.85M |
| Essential Partners LLC | 11.7K | $1.65M | $31.4K | Added$1.15M |
| GROUPAMA ASSET MANAGMENT | 11.1K | $1.57M | — | Held |
| NWAM LLC | 10.5K | $1.55M | $130.9K | Added$106.8K |
| SUMMIT WEALTH GROUP LLC / CO | 44.4K | $1.39M | — | Held |
| Flavin Financial Services, Inc. | 9.85K | $1.38M | $69.8K | Added$288.6K |
| Painted Porch Advisors LLC | 9.53K | $1.34M | — | Held |
| Tevis Investment Management | 9.46K | $1.33M | — | Held |
| CTC Alternative Strategies, Ltd. | 6.88K | $966.4K | — | Held |
| Virtue Capital Management, LLC | 20.9K | $954K | — | Held |
| American State Bank (Iowa) | 6.69K | $939.3K | $56.1K | Added$57.8K |
| RIA Advisory Group LLC | 6.66K | $935.5K | — | Held |
| BOURNE LENT ASSET MANAGEMENT INC | 6.42K | $900.9K | — | Held |
| Roehl & Yi Investment Advisors, LLC | 6.27K | $880.5K | $36.2K | Added$312.1K |
| BROADWATER CAPITAL MANAGEMENT LLC | 5.78K | $811.7K | $806K | Added$48.6K |
| Keel Point, LLC | 5.04K | $708.1K | — | Held |
| OP Asset Management Ltd | 4.92K | $691.4K | $41.4K | Added$41.4K |
| Aventura Private Wealth, LLC | 4.35K | $610.4K | $36.4K | Cut−$14.4K |
| Prestige Wealth Management Group LLC | 4.26K | $598.1K | $35.3K | Added$42.6K |
| PCG ASSET MANAGEMENT, LLC | 3.92K | $550.7K | — | Held |
| Burton Enright Welch | 3.5K | $492.3K | $28.7K | Added$41.7K |
| AllSquare Wealth Management LLC | 3.36K | $472.2K | — | Held |
| Claris Financial LLC | 3.31K | $464.6K | — | Held |
| Innova Wealth Partners | 3.2K | $449K | — | Held |
| Investment Research Partners LLC | 3.04K | $444.5K | — | Held |
| Altrafin AG | 2.85K | $401K | $24K | Cut−$3.75K |
| Wall Street Financial Group, Inc. | 2.76K | $387.5K | $18.3K | Added$100.2K |
| Syverson Strege & Co | 2.71K | $380.1K | — | Held |
| Garde Capital, Inc. | 2.52K | $353.6K | — | Held |
| DGS Capital Management, LLC | 2.42K | $340K | $18.3K | Added$51.9K |
| Cambria Investment Management, L.P. | 2.34K | $328.5K | — | Held |
| Medallion Wealth Advisors, LLC | 2.33K | $326.9K | $12.6K | Added$12.8K |
| MV CAPITAL MANAGEMENT, INC. | 2.25K | $316.3K | — | Held |
| Stillwater Wealth Management Group | 2.19K | $307.6K | — | Held |
| HOWARD BAILEY SECURITIES, LLC | 2.17K | $304.3K | $18.2K | Cut−$14K |
| Peck Wealth Management, LLC | 2.16K | $303.6K | — | Held |
| Triumph Capital Management | 2.13K | $298.4K | — | New |
| TUDOR INVESTMENT CORP ET AL | 2.06K | $289K | — | Held |
| SHERMAN PORFOLIOS, LLC | 1.67K | $234K | $14K | Added$14K |
| AXS Investments LLC | 1.65K | $231.6K | — | Held |
| TUCKER ASSET MANAGEMENT LLC | 1.58K | $222K | $13.3K | Cut−$108.9K |
| Legacy Financial Group LLC | 1.51K | $212.6K | — | Held |
| Silver Grove Financial Group, Inc. | 1.48K | $207.4K | — | Held |
| Strategic Investment Solutions, Inc. /IL | 701 | $98.4K | — | Held |
| WFA of San Diego, LLC | 566 | $79.4K | — | Held |
| Nalls Sherbakoff Group, LLC | 520 | $73K | $4.37K | Added$4.37K |
| Holos Integrated Wealth LLC | 482 | $72.4K | — | Held |
| Boreal Capital Management LLC | 515 | $72.3K | — | Held |
| KBC Group NV | 454.1K | $63.8K | — | Held |
| Cape Investment Advisory, Inc. | 344 | $48.3K | — | Held |
| Noble Wealth Management PBC | 200 | $28.1K | — | Held |
| EVOLUTION WEALTH MANAGEMENT INC. | 157 | $22K | — | Held |
| SIMA Wealth Partners, LLC | 140 | $19.7K | — | Held |
| Kilter Group LLC | 127 | $17.8K | — | Held |
| Clark Wealth Partners | 103 | $14.8K | $131 | Added$13.7K |
| Principia Wealth Advisory, LLC | 77 | $10.8K | — | Held |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 62K | $8.71K | — | Held |
| Cornerstone National Bank & Trust Co | 33 | $4.63K | $278 | Cut−$704.7K |
| Pensionfund Sabic | 16.1K | $2.26K | $135 | Added$135 |
| SkyView Investment Advisors, LLC | 9.61K | $1.35K | — | Held |
| ADVISORS MANAGEMENT GROUP INC /ADV | 3.02K | $424 | — | Held |
| Lipe & Dalton | 2.35K | $329 | — | Held |
| FNY Investment Advisers, LLC | 1.15K | $161 | — | Held |
| Evolution Advisers, Inc. | 526 | $75 | — | Held |