| MORGAN STANLEY | 85.3M | $8.79B | — | Held |
| BANK OF AMERICA CORP /DE/ | 74.8M | $7.71B | — | Held |
| BARCLAYS PLC | 13.1M | $1.35B | $40.6M | Added$603.4M |
| ONTARIO TEACHERS PENSION PLAN BOARD | 1.69M | $174.6M | $8.95M | Cut−$952.1K |
| Narus Financial Partners, LLC | 1.49M | $154M | — | Held |
| Sanctuary Advisors, LLC | 1.17M | $120.7M | $5.96M | Added$10.3M |
| GROUPAMA ASSET MANAGMENT | 1.09M | $112.5M | — | Held |
| Alecta Tjanstepension Omsesidigt | 1.09M | $112.5M | — | Held |
| Swiss Life Asset Management Ltd | 899.3K | $92.7M | $4.75M | Added$4.23M |
| Cresset Asset Management, LLC | 651.2K | $67.1M | $3.42M | Added$3.76M |
| Henshaw Capital LLC | 609.3K | $62.8M | $3.22M | Added$3.22M |
| OP Asset Management Ltd | 578.7K | $59.6M | $3.01M | Added$3.94M |
| Allworth Financial LP | 323.3K | $33.3M | — | Held |
| Polar Asset Management Partners Inc. | 250K | $25.8M | — | Held |
| Savant Capital, LLC | 214.2K | $22.1M | $1.1M | Added$1.64M |
| GW HENSSLER & ASSOCIATES LTD | 199.9K | $20.6M | — | Held |
| Hudson Bay Capital Management LP | 188.1K | $19.4M | — | Held |
| PEAK6 LLC | 166K | $17.1M | $876.3K | Cut−$897.3K |
| TUDOR INVESTMENT CORP ET AL | 161.5K | $16.6M | — | Held |
| INDEPENDENT FINANCIAL GROUP, LLC | 152.7K | $15.7M | $806.4K | Added$696.8K |
| IFP Advisors, Inc | 134.5K | $13.9M | — | Held |
| Canal Capital Management, LLC | 113.6K | $11.7M | — | Held |
| AIA Group Ltd | 111.5K | $11.5M | — | Held |
| Millennium Capital Advisors, LLC | 75K | $7.73M | $396.1K | Added$98.1K |
| Keel Point, LLC | 74.1K | $7.63M | — | Held |
| Saranac Partners Ltd | 65.3K | $6.73M | $323.9K | Added$731.8K |
| Virtue Capital Management, LLC | 23.3K | $6.58M | — | Held |
| Kentucky Farm Bureau Mutual Insurance Co | 60K | $6.18M | $316.8K | Added$316.8K |
| MV CAPITAL MANAGEMENT, INC. | 59.7K | $6.15M | — | Held |
| Finivi Inc. | 51K | $5.25M | $267.7K | Added$296.6K |
| BROADWATER CAPITAL MANAGEMENT LLC | 50K | $5.15M | $5.1M | Added$247.7K |
| PETERSON WEALTH MANAGEMENT | 49.2K | $5.07M | — | Held |
| Pine Valley Investments Ltd Liability Co | 49.1K | $5.06M | $250.7K | Added$416.8K |
| Flavin Financial Services, Inc. | 39.7K | $4.09M | $202.1K | Added$343.9K |
| Stillwater Wealth Management Group | 36.6K | $3.77M | — | Held |
| Cambria Investment Management, L.P. | 32K | $3.3M | — | Held |
| Alberta Investment Management Corp | 29.2K | $3.01M | $154.2K | Cut−$372.9K |
| Prestige Wealth Management Group LLC | 26.9K | $2.78M | $142.2K | Added$139.2K |
| DGS Capital Management, LLC | 26.4K | $2.72M | $132.7K | Added$265.1K |
| Syverson Strege & Co | 24.5K | $2.53M | — | Held |
| American State Bank (Iowa) | 22.6K | $2.33M | $119.6K | Added$101.8K |
| NWAM LLC | 21.1K | $2.25M | $187.1K | Added$106.5K |
| Painted Porch Advisors LLC | 21.9K | $2.25M | — | Held |
| Leonteq Securities AG | 21.4K | $2.21M | $113.1K | Cut−$78.9K |
| MIRABELLA FINANCIAL SERVICES LLP | 21.2K | $2.18M | — | Held |
| Invst, LLC | 21.1K | $2.17M | — | Held |
| Wealthspire Retirement, LLC | 20K | $2.06M | — | Held |
| Farmers National Bank | 19.2K | $1.98M | — | Held |
| MRP Capital Investments, LLC | 17.2K | $1.68M | — | Held |
| Fulcrum Equity Management | 15.7K | $1.62M | — | Held |
| Blackston Financial Advisory Group, LLC | 14.3K | $1.47M | $74.3K | Added$95.4K |
| Strategic Investment Advisors / MI | 12.9K | $1.33M | — | Held |
| Peak Planning Group, LLC | 12.4K | $1.27M | $157.1K | Cut−$304.6K |
| Steadtrust LLC | 12.1K | $1.24M | $63.6K | Added$63.7K |
| Investment Research Partners LLC | 12.1K | $1.23M | — | Held |
| Tevis Investment Management | 11.8K | $1.21M | — | Held |
| Severin Investments, LLC | 11.6K | $1.2M | $59.8K | Added$90.8K |
| Strategic Investment Solutions, Inc. /IL | 11.4K | $1.17M | — | Held |
| Aventura Private Wealth, LLC | 10.8K | $1.11M | $56.8K | Cut−$402.2K |
| Nicholas Wealth, LLC. | 10.7K | $1.11M | $49.4K | Added$191.8K |
| Legacy Financial Group LLC | 10.1K | $1.04M | — | Held |
| CapWealth Advisors, LLC | 9.01K | $928.9K | — | Held |
| Private Wealth Advisors, LLC | 8.39K | $864.5K | — | Held |
| ARKANSAS FINANCIAL GROUP, INC. | 8.34K | $859.5K | $44.1K | Added$18.7K |
| Medallion Wealth Advisors, LLC | 8.29K | $854.9K | $40.6K | Added$40.7K |
| RIA Advisory Group LLC | 8.08K | $833.1K | — | Held |
| Essential Partners LLC | 7.54K | $777.4K | $9.79K | Added$595.4K |
| PCG ASSET MANAGEMENT, LLC | 7.4K | $762.6K | — | Held |
| Wall Street Financial Group, Inc. | 6.81K | $702K | $17.4K | Added$378.6K |
| Silver Grove Financial Group, Inc. | 6.7K | $690.1K | — | Held |
| Financial Insights, Inc. | 6.58K | $678.6K | — | Held |
| Roehl & Yi Investment Advisors, LLC | 83.7K | $614.6K | $28.3K | Added$28.4K |
| Tributary Capital Management, LLC | 5.9K | $608.1K | — | Held |
| Garde Capital, Inc. | 5.9K | $608K | — | Held |
| AXS Investments LLC | 5.58K | $574.8K | — | Held |
| Claris Financial LLC | 5.48K | $564.7K | — | Held |
| J. Team Financial, Inc. | 5.26K | $542.5K | — | Held |
| Bullseye Investment Management, LLC | 5.65K | $495.7K | — | Held |
| Noble Wealth Management PBC | 4.23K | $435.7K | — | Held |
| Alternative Investment Advisors, LLC. | 4.02K | $414K | — | Held |
| Innova Wealth Partners | 3.91K | $402.6K | — | Held |
| Burton Enright Welch | 3.74K | $385.5K | $18K | Added$53K |
| Capital Squared Financial LLC | 3.67K | $378.7K | $19.2K | Added$23.6K |
| National Philanthropic Trust | 3.29K | $339.4K | — | New |
| Kilter Group LLC | 3.13K | $323.1K | — | Held |
| HARBOUR INVESTMENT MANAGEMENT LLC | 3.07K | $316.7K | — | Held |
| Peck Wealth Management, LLC | 2.87K | $296.2K | — | Held |
| Boreal Capital Management LLC | 2.72K | $280.6K | — | Held |
| Financial Symmetry Inc | 2.67K | $274.7K | — | Held |
| HOWARD BAILEY SECURITIES, LLC | 2.59K | $267.1K | $13.7K | Cut−$81.3K |
| LifeWealth Investments, LLC | 2.42K | $249.1K | $10.9K | Added$47.5K |
| AllSquare Wealth Management LLC | 2.25K | $231.9K | — | Held |
| Dean, Jacobson Financial Services, LLC | 2.14K | $220.4K | — | Held |
| PMG Family Office LLC | 1.94K | $200.3K | — | Held |
| Vinland Capital Management Gestora de Recursos LTDA. | 1.74K | $179.1K | — | New |
| Holos Integrated Wealth LLC | 1.55K | $158.3K | — | Held |
| Principia Wealth Advisory, LLC | 1.47K | $151.3K | — | Held |
| Nalls Sherbakoff Group, LLC | 1.29K | $132.7K | $6.8K | Added$6.8K |
| Cape Investment Advisory, Inc. | 1.08K | $110.9K | — | Held |
| KBC Group NV | 920.9K | $94.9K | — | Held |
| Clark Wealth Partners | 551 | $61.4K | $6.94K | Added$11.7K |
| EVOLUTION WEALTH MANAGEMENT INC. | 318 | $32.8K | — | Held |
| WFA of San Diego, LLC | 222 | $22.9K | — | Held |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 195.2K | $20.1K | — | Held |
| Empirical Capital Management, LLC | 170K | $17.5K | — | Held |
| NWI MANAGEMENT LP | 120K | $12.4K | $633 | Added$633 |
| Cornerstone National Bank & Trust Co | 84 | $8.66K | $443 | Added$443 |
| Catherine Avery Investment Management LLC | 82 | $8.45K | $433 | Added$433 |
| Pensionfund Sabic | 39.3K | $4.05K | $207 | Added$207 |
| ADVISORS MANAGEMENT GROUP INC /ADV | 8.82K | $909 | — | Held |
| Evolution Advisers, Inc. | 3.78K | $385 | — | Held |
| Lipe & Dalton | 210 | $22 | — | Held |