| MORGAN STANLEY | 29.7M | $4.97B | — | Held |
| BANK OF AMERICA CORP /DE/ | 28.2M | $4.72B | — | Held |
| BARCLAYS PLC | 3.47M | $579.9M | $58M | Added$182.3M |
| GROUPAMA ASSET MANAGMENT | 896.9K | $150.1M | — | Held |
| Cresset Asset Management, LLC | 178.7K | $29.9M | $3.76M | Added$4.17M |
| CapWealth Advisors, LLC | 167.3K | $28M | — | Held |
| Swiss Life Asset Management Ltd | 166.6K | $27.9M | $3.4M | Added$4.61M |
| Allworth Financial LP | 150.7K | $25.2M | — | Held |
| Savant Capital, LLC | 95.9K | $16M | $1.81M | Added$3.63M |
| Leonteq Securities AG | 55.2K | $9.23M | $841.8K | Added$3.46M |
| IFP Advisors, Inc | 36.7K | $6.14M | — | Held |
| Kentucky Farm Bureau Mutual Insurance Co | 33.3K | $5.58M | $710.6K | Added$710.6K |
| Catherine Avery Investment Management LLC | 30.3K | $5.06M | $645K | Added$491.3K |
| AIA Group Ltd | 29.8K | $4.98M | — | Held |
| Hudson Bay Capital Management LP | 27.1K | $4.54M | — | Held |
| Parsonex Advisory Services, Inc. | 23.1K | $3.87M | $376K | Added$1.29M |
| HARBOUR INVESTMENT MANAGEMENT LLC | 21.7K | $3.63M | — | Held |
| Pine Valley Investments Ltd Liability Co | 20.8K | $3.49M | $441K | Added$464.1K |
| INDEPENDENT FINANCIAL GROUP, LLC | 17.8K | $2.98M | $379.6K | Cut−$67.4K |
| NWAM LLC | 12.9K | $2.1M | $101K | Added$55.8K |
| Tevis Investment Management | 12.5K | $2.09M | — | Held |
| Keel Point, LLC | 11.6K | $1.94M | — | Held |
| TUCKER ASSET MANAGEMENT LLC | 10.3K | $1.73M | $219.8K | Added$109.7K |
| Cornerstone National Bank & Trust Co | 8.74K | $1.46M | $186.3K | Added$185.4K |
| Millennium Capital Advisors, LLC | 8.14K | $1.36M | $173.6K | Added$172.8K |
| American State Bank (Iowa) | 8.12K | $1.36M | $173K | Added$173K |
| Farmers National Bank | 8.01K | $1.34M | — | Held |
| Virtue Capital Management, LLC | 47.8K | $1.33M | — | Held |
| Scarborough Advisors, LLC | 7.53K | $1.26M | — | Held |
| MV CAPITAL MANAGEMENT, INC. | 5.84K | $976.7K | — | Held |
| CORSAIR CAPITAL MANAGEMENT, L.P. | 4.9K | $819.6K | $104.4K | Added$104.4K |
| Steadtrust LLC | 4.83K | $807.5K | $102.8K | Added$102.8K |
| SL ADVISORS, LLC | 4.68K | $782.4K | $99.6K | Added$95.8K |
| Canal Capital Management, LLC | 4.49K | $751.5K | — | Held |
| Tributary Capital Management, LLC | 4.47K | $747.5K | — | Held |
| Aventura Private Wealth, LLC | 4.33K | $723.7K | $79.2K | Added$181.2K |
| Roehl & Yi Investment Advisors, LLC | 23K | $710.3K | −$498.3K | Added$78.6K |
| BROADWATER CAPITAL MANAGEMENT LLC | 4.07K | $681.4K | $677.3K | Added$86.8K |
| Claris Financial LLC | 4.03K | $673.6K | — | Held |
| Womack Financial LLC | 4K | $669.3K | $85K | Added$86.6K |
| Strategic Investment Advisors / MI | 3.51K | $587.9K | — | Held |
| PCG ASSET MANAGEMENT, LLC | 3.48K | $582.3K | — | Held |
| AllSquare Wealth Management LLC | 3.4K | $569.1K | — | Held |
| Wealthspire Retirement, LLC | 2.77K | $464.4K | — | Held |
| Severin Investments, LLC | 2.44K | $407.4K | $51.9K | Added$48.5K |
| HOWARD BAILEY SECURITIES, LLC | 2.37K | $396.4K | $50.5K | Added$43.2K |
| Finivi Inc. | 2.34K | $392.3K | $50.1K | Added$50.1K |
| Invst, LLC | 2.14K | $358.3K | — | Held |
| Medallion Wealth Advisors, LLC | 2.13K | $356.5K | $45.4K | Added$42.5K |
| ACADEMY CAPITAL MANAGEMENT | 1.96K | $327.3K | — | Held |
| Prestige Wealth Management Group LLC | 1.92K | $321.4K | $40.9K | Added$12.8K |
| DGS Capital Management, LLC | 1.89K | $316.1K | $37.8K | Added$56.9K |
| Investment Research Partners LLC | 1.78K | $314.8K | — | Held |
| Syverson Strege & Co | 1.87K | $313.3K | — | Held |
| AXS Investments LLC | 1.79K | $299.2K | — | Held |
| Bullseye Investment Management, LLC | 2.25K | $297.3K | — | Held |
| Blackston Financial Advisory Group, LLC | 1.68K | $281.4K | $35.8K | Added$18.7K |
| Stillwater Wealth Management Group | 1.63K | $272.6K | — | Held |
| WFA of San Diego, LLC | 1.55K | $260.2K | — | Held |
| Innova Wealth Partners | 1.54K | $258.2K | — | Held |
| Strategic Investment Solutions, Inc. /IL | 1.52K | $255.2K | — | Held |
| Garde Capital, Inc. | 1.49K | $249.2K | — | Held |
| MRP Capital Investments, LLC | 1.7K | $248.2K | — | Held |
| Peak Planning Group, LLC | 1.43K | $239.5K | — | New |
| BRIGHTON SECURITIES CORP. | 1.37K | $229.4K | $29.1K | Cut−$137.2K |
| Mullaney, Keating & Wright, Inc. | 1.36K | $228.4K | — | New |
| Wall Street Financial Group, Inc. | 1.23K | $206.5K | — | New |
| Financial Insights, Inc. | 1.23K | $206K | — | Held |
| Holos Integrated Wealth LLC | 1.09K | $172.5K | — | Held |
| Boreal Capital Management LLC | 754 | $126.2K | — | Held |
| Cape Investment Advisory, Inc. | 609 | $101.9K | — | Held |
| Essential Partners LLC | 432 | $72.3K | $8.87K | Added$11.5K |
| Nalls Sherbakoff Group, LLC | 384 | $64.3K | $8.18K | Cut−$21K |
| Painted Porch Advisors LLC | 306 | $51.3K | — | Held |
| Peck Wealth Management, LLC | 245 | $41K | — | Held |
| Kilter Group LLC | 202 | $33.8K | — | Held |
| Clark Wealth Partners | 167 | $30.7K | $5.63K | Added$9.12K |
| KBC Group NV | 115.2K | $19.3K | — | Held |
| Principia Wealth Advisory, LLC | 80 | $13.4K | — | Held |
| NWI MANAGEMENT LP | 63K | $10.5K | — | New |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 60.4K | $10.1K | — | Held |
| Lipe & Dalton | 26.9K | $4.51K | — | Held |
| Noble Wealth Management PBC | 15 | $2.51K | — | Held |
| ADVISORS MANAGEMENT GROUP INC /ADV | 1.27K | $213 | — | Held |