| MORGAN STANLEY | 19.1M | $1.72B | — | Held |
| BANK OF AMERICA CORP /DE/ | 10M | $902.6M | — | Held |
| BARCLAYS PLC | 1.75M | $157.5M | $24.9M | Added$24.5M |
| GROUPAMA ASSET MANAGMENT | 498.9K | $44.9M | — | Held |
| Hudson Bay Capital Management LP | 477.5K | $43M | — | Held |
| GW HENSSLER & ASSOCIATES LTD | 359.9K | $32.4M | — | Held |
| Sanctuary Advisors, LLC | 175.7K | $15.8M | $2.5M | Added$2.23M |
| Cresset Asset Management, LLC | 121.4K | $10.9M | $1.6M | Added$1.91M |
| Swiss Life Asset Management Ltd | 88.2K | $7.94M | $1.08M | Added$2.16M |
| OP Asset Management Ltd | 70.8K | $6.37M | $967.9K | Added$1.21M |
| AIA Group Ltd | 61.5K | $5.53M | — | Held |
| INDEPENDENT FINANCIAL GROUP, LLC | 52.7K | $4.74M | $748.4K | Added$740.8K |
| IFP Advisors, Inc | 19.4K | $1.75M | — | Held |
| WFA of San Diego, LLC | 16.9K | $1.52M | — | Held |
| Savant Capital, LLC | 11.5K | $1.03M | $114.3K | Added$421.6K |
| Allworth Financial LP | 10.8K | $968.7K | — | Held |
| Strategic Investment Advisors / MI | 8.26K | $743.1K | — | Held |
| PEAK6 LLC | 7.74K | $696K | $101.4K | Added$155.2K |
| Leonteq Securities AG | 3.65K | $328.1K | $51.8K | Cut−$159.7K |
| Parsonex Advisory Services, Inc. | 3.25K | $292K | $46K | Added$46.9K |
| Virtue Capital Management, LLC | 807 | $279.4K | — | Held |
| Capital Squared Financial LLC | 3K | $269.9K | $42.6K | Added$42.6K |
| Roehl & Yi Investment Advisors, LLC | 2.5K | $225K | — | New |
| Prestige Wealth Management Group LLC | 1.03K | $92.9K | $14K | Added$14K |
| MV CAPITAL MANAGEMENT, INC. | 797 | $71.7K | — | Held |
| Medallion Wealth Advisors, LLC | 648 | $58.3K | $8.94K | Cut−$2.1K |
| BROADWATER CAPITAL MANAGEMENT LLC | 400 | $36K | $35.6K | Added$5.68K |
| Painted Porch Advisors LLC | 362 | $32.6K | — | Held |
| Aventura Private Wealth, LLC | 152 | $13.7K | $1.63K | Added$4.96K |
| Essential Partners LLC | 149 | $13.4K | $1.8K | Added$3.78K |
| Kilter Group LLC | 82 | $7.38K | — | Held |
| Strategic Investment Solutions, Inc. /IL | 75 | $6.75K | — | Held |
| KBC Group NV | 70.9K | $6.38K | — | Held |
| Clark Wealth Partners | 33 | $2.91K | $414 | Added$414 |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 29.5K | $2.65K | — | Held |
| Principia Wealth Advisory, LLC | 27 | $2.43K | — | Held |
| Cape Investment Advisory, Inc. | 21 | $1.89K | — | Held |
| Pensionfund Sabic | 17.9K | $1.61K | $255 | Added$255 |
| FNY Investment Advisers, LLC | 137 | $12 | — | Held |