| MORGAN STANLEY | 1.72M | $1.64B | — | Held |
| BANK OF AMERICA CORP /DE/ | 785.1K | $749.5M | — | Held |
| BARCLAYS PLC | 111.5K | $106.5M | $22.4M | Cut−$30.2M |
| GROUPAMA ASSET MANAGMENT | 77.6K | $74.1M | — | Held |
| Swiss Life Asset Management Ltd | 24.5K | $23.4M | $4.48M | Added$6.6M |
| TUDOR INVESTMENT CORP ET AL | 16.1K | $15.4M | — | Held |
| Spinecap SAS | 12.8K | $12.2M | $2.58M | Cut−$3.62M |
| Sanctuary Advisors, LLC | 9.65K | $9.21M | $1.82M | Added$2.4M |
| OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) | 8.77K | $8.37M | — | New |
| OP Asset Management Ltd | 7.28K | $6.95M | $1.46M | Added$1.48M |
| Pine Valley Investments Ltd Liability Co | 6.53K | $6.23M | $1.31M | Added$569.2K |
| INDEPENDENT FINANCIAL GROUP, LLC | 2.66K | $2.54M | $304.3K | Added$1.4M |
| Millennium Capital Advisors, LLC | 2.46K | $2.35M | $494K | Added$344.1K |
| Keel Point, LLC | 1.9K | $1.81M | — | Held |
| Savant Capital, LLC | 1.58K | $1.51M | $308.7K | Added$355.5K |
| DGS Capital Management, LLC | 1.26K | $1.2M | $245.7K | Added$283.8K |
| Allworth Financial LP | 1.17K | $1.11M | — | Held |
| Hudson Bay Capital Management LP | 810 | $773.3K | — | Held |
| Cresset Asset Management, LLC | 746 | $712.2K | $144.7K | Added$170.5K |
| IFP Advisors, Inc | 725 | $692.1K | — | Held |
| Finivi Inc. | 658 | $627.8K | $132.1K | Cut−$1.12M |
| Parsonex Advisory Services, Inc. | 359 | $342.7K | — | New |
| AXS Investments LLC | 350 | $334.1K | — | Held |
| NWAM LLC | 292 | $290.4K | $33K | Cut−$2.95M |
| Prestige Wealth Management Group LLC | 240 | $229.1K | $48.3K | Added$48.3K |
| Leonteq Securities AG | 237 | $226.3K | $47.7K | Cut−$221.3K |
| Medallion Wealth Advisors, LLC | 102 | $97.4K | $20.1K | Added$22K |
| MV CAPITAL MANAGEMENT, INC. | 35 | $33.4K | — | Held |
| Aventura Private Wealth, LLC | 33 | $31.5K | $6.64K | Added$6.64K |
| Boreal Capital Management LLC | 30 | $28.6K | — | Held |
| Clark Wealth Partners | 34 | $27.5K | $1.9K | Cut−$9.4K |
| KBC Group NV | 15.7K | $15K | — | Held |
| Kilter Group LLC | 14 | $13.4K | — | Held |
| Essential Partners LLC | 11 | $10.5K | $2.02K | Added$2.97K |
| Painted Porch Advisors LLC | 4 | $3.82K | — | Held |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 2.9K | $2.77K | — | Held |
| Principia Wealth Advisory, LLC | 2 | $1.91K | — | Held |
| PEAK6 LLC | 2 | $1.5K | $55 | Added$55 |
| Cape Investment Advisory, Inc. | 1 | $955 | — | Held |