| MORGAN STANLEY | 30.2M | $5.52B | — | Held |
| BANK OF AMERICA CORP /DE/ | 16.4M | $3B | — | Held |
| BARCLAYS PLC | 13.2M | $2.41B | $456.2M | Added$1.06B |
| Cresset Asset Management, LLC | 1.37M | $250.6M | $63.3M | Added$54.1M |
| Swiss Life Asset Management Ltd | 858.3K | $156.6M | $37.5M | Added$45.8M |
| CTC LLC | 547.7K | $99.9M | — | Held |
| Sanctuary Advisors, LLC | 536K | $97.8M | $21.2M | Added$35.1M |
| INDEPENDENT FINANCIAL GROUP, LLC | 348.7K | $63.6M | $16.1M | Added$15.5M |
| CapWealth Advisors, LLC | 320.9K | $58.5M | — | Held |
| Hudson Bay Capital Management LP | 280.4K | $51.1M | — | Held |
| OP Asset Management Ltd | 258.4K | $47.1M | $11.1M | Added$14.3M |
| TUDOR INVESTMENT CORP ET AL | 193.9K | $35.4M | — | Held |
| Allworth Financial LP | 112.4K | $20.5M | — | Held |
| DGS Capital Management, LLC | 73K | $13.3M | $3.37M | Added$1.13M |
| Pine Valley Investments Ltd Liability Co | 66.3K | $12.1M | $3.06M | Added$2.99M |
| Leonteq Securities AG | 61.9K | $11.3M | $2.56M | Added$3.74M |
| Alberta Investment Management Corp | 61.1K | $11.1M | $129.1K | Added$10.8M |
| AXS Investments LLC | 52K | $9.48M | — | Held |
| IFP Advisors, Inc | 49.6K | $9.05M | — | Held |
| AIA Group Ltd | 48.3K | $8.81M | — | Held |
| National Philanthropic Trust | 41K | $7.48M | $1.13M | Added$4.14M |
| GROUPAMA ASSET MANAGMENT | 28.7K | $5.24M | — | Held |
| NWAM LLC | 27.6K | $5.02M | $646.2K | Added$449.1K |
| Garde Capital, Inc. | 21.3K | $3.89M | — | Held |
| MIRABELLA FINANCIAL SERVICES LLP | 21.3K | $3.87M | — | Held |
| SHERMAN PORFOLIOS, LLC | 19.7K | $3.6M | $909.3K | Added$716.5K |
| Savant Capital, LLC | 18K | $3.28M | $738.9K | Added$1.1M |
| Keel Point, LLC | 17.6K | $3.2M | — | Held |
| Triumph Capital Management | 15.9K | $2.9M | $408.7K | Added$1.69M |
| CANTOR FITZGERALD, L. P. | 15.4K | $2.81M | — | Held |
| Nicholas Wealth, LLC. | 14.9K | $2.72M | $629.6K | Added$861.9K |
| MRP Capital Investments, LLC | 19.6K | $2.68M | — | Held |
| Aventura Private Wealth, LLC | 14.4K | $2.64M | $325.8K | Added$1.67M |
| Wall Street Financial Group, Inc. | 14.2K | $2.61M | $673K | Added$563.4K |
| Strategic Investment Solutions, Inc. /IL | 13.8K | $2.52M | — | Held |
| RIA Advisory Group LLC | 11.4K | $2.08M | — | Held |
| Millennium Capital Advisors, LLC | 10.9K | $1.99M | $496.6K | Added$518.5K |
| BOURNE LENT ASSET MANAGEMENT INC | 10.1K | $1.84M | — | Held |
| Virtue Capital Management, LLC | 8.09K | $1.24M | — | Held |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 6.1K | $1.11M | — | Held |
| TUCKER ASSET MANAGEMENT LLC | 5.73K | $1.05M | $224.5K | Added$382.3K |
| Cornerstone National Bank & Trust Co | 5.26K | $958.8K | $242.3K | Added$242.3K |
| Boreal Capital Management LLC | 4.81K | $877.4K | — | Held |
| Stark Wealth Management LLC | 4.45K | $810.9K | $474.7K | Added$139.1K |
| Canal Capital Management, LLC | 4.06K | $741K | — | Held |
| Scarborough Advisors, LLC | 3.61K | $658.8K | — | Held |
| Strategic Investment Advisors / MI | 3.5K | $638.1K | — | Held |
| Peck Wealth Management, LLC | 3.4K | $620.2K | — | Held |
| Essential Partners LLC | 3.19K | $582.6K | $80.7K | Added$344K |
| LifeWealth Investments, LLC | 3.13K | $571.7K | $143.1K | Added$148.7K |
| Wealthspire Retirement, LLC | 3.06K | $557.8K | — | Held |
| Peak Planning Group, LLC | 2.94K | $536.9K | $314.3K | Cut−$660.7K |
| Syverson Strege & Co | 2.94K | $536.5K | — | Held |
| Severin Investments, LLC | 2.83K | $515.6K | $130.3K | Cut−$81.2K |
| Narus Financial Partners, LLC | 2.7K | $492.5K | — | Held |
| Claris Financial LLC | 2.69K | $490.5K | — | Held |
| Altrafin AG | 2.5K | $455.4K | $115K | Added$114.9K |
| GW HENSSLER & ASSOCIATES LTD | 2.43K | $442.6K | — | Held |
| CROSSPOINT FINANCIAL, LLC | 2.25K | $410.4K | — | Held |
| Invst, LLC | 2.23K | $407K | — | Held |
| CMC Financial Group | 2.1K | $383.4K | — | Held |
| Medallion Wealth Advisors, LLC | 2.07K | $377.6K | $106.7K | Added$80.4K |
| Finivi Inc. | 2K | $365K | $92.2K | Added$47.1K |
| SUMMIT WEALTH GROUP LLC / CO | 7.88K | $356.5K | — | Held |
| Silver Grove Financial Group, Inc. | 1.61K | $294.6K | — | Held |
| Fulcrum Equity Management | 1.59K | $289.7K | — | Held |
| Cambria Investment Management, L.P. | 1.56K | $285.3K | — | Held |
| Investment Research Partners LLC | 1.4K | $278.9K | — | Held |
| MV CAPITAL MANAGEMENT, INC. | 1.42K | $258.1K | — | Held |
| Norris Financial Group, LLC | 1.39K | $252.7K | — | New |
| PVG ASSET MANAGEMENT CORP | 1.33K | $242.3K | — | Held |
| Clark Wealth Partners | 1.25K | $222.9K | $13.1K | Added$179.7K |
| Vinland Capital Management Gestora de Recursos LTDA. | 990 | $180.6K | — | New |
| Nalls Sherbakoff Group, LLC | 950 | $173.3K | $43.8K | Cut−$46K |
| Noble Wealth Management PBC | 860 | $156.9K | — | Held |
| Catherine Avery Investment Management LLC | 824 | $150.3K | $38K | Added$38K |
| KBC Group NV | 641.2K | $117K | — | Held |
| Prestige Wealth Management Group LLC | 532 | $97K | $24.5K | Added$24.4K |
| EVOLUTION WEALTH MANAGEMENT INC. | 453 | $82.6K | — | Held |
| Holos Integrated Wealth LLC | 414 | $72.6K | — | Held |
| Kilter Group LLC | 329 | $60K | — | Held |
| Frisco Financial Planning LLC | 303 | $55.3K | — | New |
| AllSquare Wealth Management LLC | 200 | $36.5K | — | Held |
| Cape Investment Advisory, Inc. | 162 | $29.6K | — | Held |
| Principia Wealth Advisory, LLC | 107 | $19.5K | — | Held |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 102.7K | $18.7K | — | Held |
| Empirical Capital Management, LLC | 100.5K | $18.3K | — | Held |
| Painted Porch Advisors LLC | 100 | $18.2K | — | Held |
| WFA of San Diego, LLC | 50 | $9.12K | — | Held |
| FNY Investment Advisers, LLC | 3.68K | $671 | — | Held |