| MORGAN STANLEY | 77.3M | $3.4B | — | Held |
| BANK OF AMERICA CORP /DE/ | 60.3M | $2.65B | — | Held |
| BARCLAYS PLC | 13.1M | $577.8M | $8.49M | Added$37.3M |
| Swiss Life Asset Management Ltd | 5.8M | $254.9M | $3.94M | Cut−$211K |
| Sanctuary Advisors, LLC | 919.7K | $40.4M | $625.4K | Cut−$2.58M |
| OP Asset Management Ltd | 458.4K | $20.1M | $305.8K | Added$687.3K |
| GW HENSSLER & ASSOCIATES LTD | 441K | $19.4M | — | Held |
| Allworth Financial LP | 394.5K | $17.3M | — | Held |
| CapWealth Advisors, LLC | 392.6K | $17.3M | — | Held |
| AIA Group Ltd | 329.6K | $14.5M | — | Held |
| Cambria Investment Management, L.P. | 231.9K | $10.2M | — | Held |
| Leonteq Securities AG | 217.8K | $9.57M | $55.4K | Added$6.05M |
| Virtue Capital Management, LLC | 69.8K | $8.26M | — | Held |
| INDEPENDENT FINANCIAL GROUP, LLC | 180.5K | $7.93M | $113.2K | Added$727.9K |
| Cresset Asset Management, LLC | 180.1K | $7.92M | $118.8K | Added$352.2K |
| RIA Advisory Group LLC | 148.8K | $6.54M | — | Held |
| IFP Advisors, Inc | 126.8K | $5.57M | — | Held |
| Pine Valley Investments Ltd Liability Co | 123.3K | $5.42M | $83.8K | Cut−$931.9K |
| Catherine Avery Investment Management LLC | 99.2K | $4.36M | $52.4K | Added$1.03M |
| Savant Capital, LLC | 92.3K | $4.06M | $61.1K | Added$170.3K |
| Employees Provident Fund Board | 86K | $3.78M | $58.5K | Added$58.5K |
| Strategic Investment Advisors / MI | 68.8K | $3.02M | — | Held |
| MIROVA | 68.5K | $3.01M | — | Held |
| GROUPAMA ASSET MANAGMENT | 62.2K | $2.73M | — | Held |
| Henshaw Capital LLC | 50K | $2.2M | $34K | Added$34K |
| NWAM LLC | 45.5K | $1.87M | −$80.7K | Cut−$39.9K |
| Triumph Capital Management | 40K | $1.76M | $12.4K | Added$965.7K |
| Norris Financial Group, LLC | 34.7K | $1.53M | $23.6K | Cut−$28.7K |
| Keel Point, LLC | 29.8K | $1.31M | — | Held |
| ONTARIO TEACHERS PENSION PLAN BOARD | 28.4K | $1.25M | $19.3K | Cut−$117.3K |
| BROADWATER CAPITAL MANAGEMENT LLC | 27.1K | $1.19M | $1.16M | Added$18.4K |
| American State Bank (Iowa) | 24.7K | $1.08M | $16.7K | Added$22.6K |
| DGS Capital Management, LLC | 24.7K | $1.08M | $16.5K | Added$38K |
| Investment Research Partners LLC | 25.2K | $1.01M | — | Held |
| Roehl & Yi Investment Advisors, LLC | 22.1K | $972.5K | $15K | Cut−$19.2K |
| Stillwater Wealth Management Group | 21.8K | $959.4K | — | Held |
| Flavin Financial Services, Inc. | 21.6K | $950.4K | $14K | Added$59.1K |
| Prestige Wealth Management Group LLC | 21.2K | $933.5K | $13.9K | Added$51K |
| Claris Financial LLC | 8.87K | $653.4K | — | Held |
| EVOLUTION WEALTH MANAGEMENT INC. | 13.9K | $612.8K | — | Held |
| PCG ASSET MANAGEMENT, LLC | 13K | $573K | — | Held |
| Syverson Strege & Co | 11.9K | $524.7K | — | Held |
| AllSquare Wealth Management LLC | 11.2K | $494.3K | — | Held |
| Medallion Wealth Advisors, LLC | 11K | $484.4K | $4.66K | Cut−$1.91K |
| VIRTUS ADVISERS, LLC | 9.95K | $437.3K | — | New |
| Finivi Inc. | 9.62K | $422.6K | $6.5K | Added$9.93K |
| Severin Investments, LLC | 8.66K | $380.5K | $5.89K | Added$5.37K |
| Innova Wealth Partners | 7.51K | $329.9K | — | Held |
| Farmers National Bank | 7.14K | $313.7K | — | Held |
| Wealthspire Retirement, LLC | 6.82K | $299.8K | — | Held |
| Cape Investment Advisory, Inc. | 6.29K | $276.3K | — | Held |
| MV CAPITAL MANAGEMENT, INC. | 6.25K | $274.8K | — | Held |
| BOURNE LENT ASSET MANAGEMENT INC | 6.19K | $271.9K | — | Held |
| Millennium Capital Advisors, LLC | 6.05K | $266.1K | $4.12K | Cut−$143K |
| Aventura Private Wealth, LLC | 5.74K | $252.1K | $3.9K | Cut−$3.71K |
| Financial Insights, Inc. | 5.59K | $245.5K | — | Held |
| BRIGHTON SECURITIES CORP. | 5.48K | $240.8K | $3.73K | Cut−$108.6K |
| Blackston Financial Advisory Group, LLC | 5.35K | $235K | $3.65K | Added$1.88K |
| WFA of San Diego, LLC | 5.17K | $227.2K | — | Held |
| KBC Group NV | 5.15M | $226.3K | — | Held |
| Fulcrum Equity Management | 4.69K | $206.2K | — | Held |
| Saranac Partners Ltd | 2.59K | $113.7K | — | New |
| AXS Investments LLC | 2.56K | $112.7K | — | Held |
| Strategic Investment Solutions, Inc. /IL | 2.55K | $111.9K | — | Held |
| Scarborough Advisors, LLC | 2.3K | $101.2K | — | Held |
| Nalls Sherbakoff Group, LLC | 2.21K | $97K | $1.5K | Added$1.5K |
| Clark Wealth Partners | 1.85K | $75.3K | −$4.61K | Cut−$3.31K |
| Principia Wealth Advisory, LLC | 1.31K | $57.8K | — | Held |
| Essential Partners LLC | 1.09K | $47.8K | $41 | Added$45.2K |
| Cornerstone National Bank & Trust Co | 711 | $31.2K | $483 | Added$483 |
| Boreal Capital Management LLC | 709 | $31.2K | — | Held |
| Holos Integrated Wealth LLC | 682 | $27.2K | — | Held |
| Kilter Group LLC | 596 | $26.2K | — | Held |
| SIMA Wealth Partners, LLC | 489 | $21.5K | — | Held |
| Peck Wealth Management, LLC | 471 | $20.7K | — | Held |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 190.5K | $8.37K | — | Held |
| ADVISORS MANAGEMENT GROUP INC /ADV | 173.1K | $7.61K | — | Held |
| Pensionfund Sabic | 52.9K | $2.33K | $36 | Added$36 |
| SkyView Investment Advisors, LLC | 61K | $1.36K | — | Held |
| Lipe & Dalton | 16.4K | $720 | — | Held |
| Evolution Advisers, Inc. | 157 | $6 | — | Held |