| MORGAN STANLEY | 3.71M | $1.04B | — | Held |
| BANK OF AMERICA CORP /DE/ | 3.45M | $964.3M | — | Held |
| BARCLAYS PLC | 1.3M | $363.6M | $15.1M | Added$18.3M |
| GW HENSSLER & ASSOCIATES LTD | 107.4K | $30M | — | Held |
| Swiss Life Asset Management Ltd | 46.7K | $13M | $545.1K | Cut−$2.05M |
| OP Asset Management Ltd | 41.6K | $11.6M | $486.5K | Cut−$1.41M |
| Hudson Bay Capital Management LP | 31.6K | $8.81M | — | Held |
| Cresset Asset Management, LLC | 18.1K | $5.05M | $194.6K | Added$587.8K |
| IFP Advisors, Inc | 15K | $4.19M | — | Held |
| Savant Capital, LLC | 14.3K | $3.99M | $154.5K | Added$456.4K |
| Allworth Financial LP | 9.45K | $2.64M | — | Held |
| Tevis Investment Management | 6.61K | $1.84M | — | Held |
| AIA Group Ltd | 6.35K | $1.77M | — | Held |
| GROUPAMA ASSET MANAGMENT | 5.78K | $1.61M | — | Held |
| ACADEMY CAPITAL MANAGEMENT | 5.5K | $1.54M | — | Held |
| Essential Partners LLC | 4.02K | $1.12M | $43.4K | Added$128.3K |
| Roehl & Yi Investment Advisors, LLC | 3.18K | $889K | $37.2K | Cut−$75.4K |
| Legacy Financial Group LLC | 2.61K | $728.7K | — | Held |
| NWAM LLC | 1.72K | $472.7K | $16.5K | Added$18.7K |
| Medallion Wealth Advisors, LLC | 1.31K | $366.1K | $15.3K | Added$15.3K |
| Syverson Strege & Co | 1.3K | $361.9K | — | Held |
| Keel Point, LLC | 1.24K | $345K | — | Held |
| Pine Valley Investments Ltd Liability Co | 998 | $278.7K | $9.11K | Added$70K |
| Narus Financial Partners, LLC | 910 | $254.1K | — | Held |
| DGS Capital Management, LLC | 893 | $249.3K | — | New |
| Investment Research Partners LLC | 909 | $243.5K | — | Held |
| PEAK6 LLC | 825 | $230.2K | $9.5K | Cut−$471K |
| Payne Capital Management, LLC | 778 | $217.2K | — | Held |
| MRP Capital Investments, LLC | 810 | $216.7K | — | Held |
| MV CAPITAL MANAGEMENT, INC. | 659 | $184K | — | Held |
| Prestige Wealth Management Group LLC | 555 | $155K | $6.48K | Added$5.68K |
| Leonteq Securities AG | 345 | $96.3K | $3.84K | Added$8.31K |
| Strategic Investment Solutions, Inc. /IL | 191 | $53.4K | — | Held |
| KBC Group NV | 145.5K | $40.6K | — | Held |
| Nalls Sherbakoff Group, LLC | 120 | $33.5K | $1.4K | Added$1.4K |
| Scarborough Advisors, LLC | 66 | $18.4K | — | Held |
| Boreal Capital Management LLC | 25 | $6.98K | — | Held |
| Kilter Group LLC | 20 | $5.58K | — | Held |
| SIMA Wealth Partners, LLC | 20 | $5.58K | — | Held |
| Clark Wealth Partners | 14 | $4.06K | $248 | Added$1.12K |
| Principia Wealth Advisory, LLC | 13 | $3.63K | — | Held |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 10.3K | $2.87K | — | Held |
| Aventura Private Wealth, LLC | 6 | $1.68K | $70 | Cut−$69.5K |
| Pensionfund Sabic | 5.9K | $1.65K | $69 | Added$69 |
| Cape Investment Advisory, Inc. | 2 | $558 | — | Held |
| ADVISORS MANAGEMENT GROUP INC /ADV | 1.22K | $339 | — | Held |