| MORGAN STANLEY | 36.1M | $16.1B | — | Held |
| BANK OF AMERICA CORP /DE/ | 19.8M | $8.83B | — | Held |
| BARCLAYS PLC | 16.3M | $7.26B | $2.07B | Added$741.9M |
| Hudson Bay Capital Management LP | 1.77M | $787.6M | — | Held |
| Swiss Life Asset Management Ltd | 862.5K | $383.6M | $102.4M | Added$127.6M |
| CTC LLC | 407.1K | $181M | — | Held |
| CANTOR FITZGERALD, L. P. | 403.1K | $179.3M | — | Held |
| OP Asset Management Ltd | 332K | $147.7M | $41.3M | Added$44.3M |
| Sanctuary Advisors, LLC | 317.2K | $141.1M | $37.5M | Added$47.4M |
| PEAK6 LLC | 256.3K | $114M | $32.6M | Cut−$7.16M |
| Cresset Asset Management, LLC | 180.5K | $80.3M | $22.9M | Added$19.7M |
| AIA Group Ltd | 165.3K | $73.5M | — | Held |
| GROUPAMA ASSET MANAGMENT | 117.3K | $52.2M | — | Held |
| Allworth Financial LP | 106.9K | $47.6M | — | Held |
| INDEPENDENT FINANCIAL GROUP, LLC | 83.1K | $37M | $10.3M | Added$11.3M |
| TUDOR INVESTMENT CORP ET AL | 76K | $33.8M | — | Held |
| Keel Point, LLC | 54.8K | $24.4M | — | Held |
| Leonteq Securities AG | 50.7K | $22.5M | $6.44M | Cut−$30.4M |
| NWAM LLC | 49.7K | $22.1M | $6.4M | Added$6.81M |
| Savant Capital, LLC | 47.5K | $21.1M | $4.99M | Added$8.67M |
| Polar Asset Management Partners Inc. | 40.3K | $17.9M | — | Held |
| Alberta Investment Management Corp | 34.2K | $15.2M | $4.22M | Added$4.66M |
| Pine Valley Investments Ltd Liability Co | 23.8K | $10.6M | $2.88M | Added$3.38M |
| IFP Advisors, Inc | 22.6K | $10.1M | — | Held |
| CTC Alternative Strategies, Ltd. | 18.6K | $8.27M | — | Held |
| National Philanthropic Trust | 18.5K | $8.21M | $2.08M | Added$3.01M |
| Garde Capital, Inc. | 13.6K | $6.05M | — | Held |
| RIA Advisory Group LLC | 13.1K | $5.82M | — | Held |
| Nicholas Wealth, LLC. | 12.6K | $5.62M | $1.57M | Added$1.69M |
| OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) | 11.8K | $5.25M | — | New |
| MIRABELLA FINANCIAL SERVICES LLP | 8.79K | $3.9M | — | Held |
| Strategic Investment Advisors / MI | 7.09K | $3.15M | — | Held |
| AXS Investments LLC | 6.83K | $3.04M | — | Held |
| DGS Capital Management, LLC | 6.65K | $2.96M | $747.5K | Added$1.09M |
| Wealthspire Retirement, LLC | 6.6K | $2.94M | — | Held |
| Strategic Investment Solutions, Inc. /IL | 6.33K | $2.82M | — | Held |
| BOURNE LENT ASSET MANAGEMENT INC | 6.28K | $2.79M | — | Held |
| SIMS INVESTMENT MANAGEMENT, LLC | 5.94K | $2.64M | — | Held |
| Peck Wealth Management, LLC | 5.18K | $2.3M | — | Held |
| Burton Enright Welch | 5.1K | $2.27M | $648K | Cut−$76.9K |
| Prestige Wealth Management Group LLC | 4.91K | $2.18M | $593K | Added$701.9K |
| Wall Street Financial Group, Inc. | 4.72K | $2.1M | $467.7K | Added$930.7K |
| LifeWealth Investments, LLC | 4.54K | $2.02M | $576.8K | Added$562.9K |
| Aventura Private Wealth, LLC | 4.04K | $1.79M | $493.2K | Added$561.3K |
| MRP Capital Investments, LLC | 5.64K | $1.79M | — | Held |
| Cambria Investment Management, L.P. | 3.99K | $1.78M | — | Held |
| TUCKER ASSET MANAGEMENT LLC | 3.96K | $1.76M | $503.1K | Added$290.6K |
| Womack Financial LLC | 3.65K | $1.62M | $463.1K | Added$420.9K |
| Claris Financial LLC | 3.52K | $1.57M | — | Held |
| Triumph Capital Management | 3.44K | $1.53M | $436.6K | Cut−$106.6K |
| CORSAIR CAPITAL MANAGEMENT, L.P. | 3.14K | $1.4M | $271.5K | Added$716.2K |
| Invst, LLC | 3.04K | $1.35M | — | Held |
| J. Team Financial, Inc. | 3.01K | $1.34M | — | Held |
| Legacy Financial Group LLC | 2.87K | $1.28M | — | Held |
| Silver Grove Financial Group, Inc. | 2.66K | $1.18M | — | Held |
| Virtue Capital Management, LLC | 4.15K | $1.16M | — | Held |
| American State Bank (Iowa) | 2.5K | $1.11M | $317.3K | Added$301.1K |
| ONTARIO TEACHERS PENSION PLAN BOARD | 2.48K | $1.1M | $315.2K | Cut−$133K |
| Canal Capital Management, LLC | 2.12K | $944.6K | — | Held |
| MV CAPITAL MANAGEMENT, INC. | 2.09K | $930.4K | — | Held |
| Financial Symmetry Inc | 2.04K | $908.1K | — | Held |
| Retirement Solution LLC | 2.03K | $904.4K | $258K | Added$259.4K |
| WFA of San Diego, LLC | 2.01K | $892.1K | — | Held |
| Seros Financial, LLC | 1.94K | $864.5K | — | Held |
| Investment Research Partners LLC | 1.75K | $808.8K | — | Held |
| Integrated Financial Solutions, Inc. | 1.73K | $767.1K | — | New |
| Parsonex Advisory Services, Inc. | 1.69K | $751.6K | $214.7K | Added$210.9K |
| Payne Capital Management, LLC | 1.65K | $732.8K | — | Held |
| Tull Financial Group, Inc. | 1.59K | $706.7K | — | Held |
| Narus Financial Partners, LLC | 1.57K | $700K | — | Held |
| NRI Wealth Management LC | 1.53K | $682.6K | — | Held |
| Tributary Capital Management, LLC | 1.52K | $678.2K | — | Held |
| Norris Financial Group, LLC | 1.47K | $652K | $186.3K | Added$58.3K |
| PETERSON WEALTH MANAGEMENT | 1.41K | $627.9K | — | Held |
| Fulcrum Equity Management | 1.4K | $624.4K | — | Held |
| Scarborough Advisors, LLC | 1.38K | $612.9K | — | Held |
| KBC Group NV | 1.36M | $604.7K | — | Held |
| Stark Wealth Management LLC | 1.36K | $604.4K | $55.6K | Cut−$604.7K |
| Steadtrust LLC | 1.33K | $592.4K | — | New |
| CapWealth Advisors, LLC | 1.31K | $583.5K | — | Held |
| Millennium Capital Advisors, LLC | 1.3K | $579.5K | $152.9K | Added$197.3K |
| Medallion Wealth Advisors, LLC | 1.17K | $518.1K | $161.4K | Added$179.2K |
| HOWARD BAILEY SECURITIES, LLC | 1.14K | $507.8K | $145.1K | Added$141K |
| Painted Porch Advisors LLC | 956 | $425.2K | — | Held |
| Blackston Financial Advisory Group, LLC | 911 | $405.1K | $115.8K | Added$86.5K |
| Financial Insights, Inc. | 889 | $395.4K | — | Held |
| Essential Partners LLC | 811 | $360.7K | $68K | Added$190.7K |
| Alternative Investment Advisors, LLC. | 807 | $358.9K | — | Held |
| Innova Wealth Partners | 673 | $299.3K | — | Held |
| EVOLUTION WEALTH MANAGEMENT INC. | 643 | $286K | — | Held |
| Bullseye Investment Management, LLC | 1.08K | $278.9K | — | Held |
| Causey Wealth LLC | 625 | $277.9K | — | New |
| ARKANSAS FINANCIAL GROUP, INC. | 602 | $267.5K | — | New |
| Mullaney, Keating & Wright, Inc. | 599 | $266.4K | — | New |
| ACADEMY CAPITAL MANAGEMENT | 594 | $264.2K | — | Held |
| Capital Squared Financial LLC | 590 | $262.4K | — | New |
| RETIREMENT FINANCIAL SOLUTIONS, LLC | 582 | $258.8K | $73.9K | Added$55.8K |
| Peak Planning Group, LLC | 548 | $243.7K | $22.4K | Cut−$1.11M |
| Bawa N Mallick Trust | 500 | $222.4K | — | New |
| GW HENSSLER & ASSOCIATES LTD | 497 | $221K | — | Held |
| Cape Investment Advisory, Inc. | 494 | $219.7K | — | Held |
| Frisco Financial Planning LLC | 404 | $179.7K | — | New |
| Kilter Group LLC | 394 | $175.2K | — | Held |
| Boreal Capital Management LLC | 0 | $171.2K | — | Held |
| Cornerstone National Bank & Trust Co | 368 | $163.7K | $39.9K | Added$63.9K |
| Holos Integrated Wealth LLC | 309 | $127.8K | — | Held |
| Principia Wealth Advisory, LLC | 252 | $112.1K | — | Held |
| VIRTUS ADVISERS, LLC | 200 | $88.9K | $25.4K | Cut−$125.8K |
| Clark Wealth Partners | 189 | $85K | $21.4K | Added$33.5K |
| AllSquare Wealth Management LLC | 147 | $65.4K | — | Held |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 126.6K | $56.3K | — | Held |
| Nalls Sherbakoff Group, LLC | 48 | $21.3K | $6.1K | Added$6.1K |
| SkyView Investment Advisors, LLC | 8.17K | $3.63K | — | Held |
| Empirical Capital Management, LLC | 6K | $2.67K | — | Held |
| NWI MANAGEMENT LP | 4K | $1.78K | $508 | Added$508 |
| FNY Investment Advisers, LLC | 3.76K | $1.67K | — | Held |
| ADVISORS MANAGEMENT GROUP INC /ADV | 1.96K | $870 | — | Held |
| Evolution Advisers, Inc. | 192 | $88 | — | Held |