| MORGAN STANLEY | 3.43M | $1.09B | — | Held |
| BANK OF AMERICA CORP /DE/ | 2.69M | $856M | — | Held |
| FARALLON CAPITAL MANAGEMENT LLC | 1.66M | $528.2M | — | New |
| BARCLAYS PLC | 886.7K | $281.7M | $7.18M | Cut−$29.1M |
| Swiss Life Asset Management Ltd | 81.5K | $25.9M | $598.2K | Added$3.02M |
| GW HENSSLER & ASSOCIATES LTD | 39.2K | $12.5M | — | Held |
| OP Asset Management Ltd | 31K | $9.86M | $251K | Added$265.6K |
| GROUPAMA ASSET MANAGMENT | 10.1K | $3.22M | — | Held |
| AIA Group Ltd | 8.67K | $2.75M | — | Held |
| MIRABELLA FINANCIAL SERVICES LLP | 8.29K | $2.64M | — | Held |
| PEAK6 LLC | 6.94K | $2.2M | — | New |
| Virtue Capital Management, LLC | 37.5K | $1.43M | — | Held |
| INDEPENDENT FINANCIAL GROUP, LLC | 3.76K | $1.2M | $30.5K | Added$1.7K |
| Leonteq Securities AG | 3.7K | $1.18M | $28K | Added$104K |
| Savant Capital, LLC | 3.69K | $1.17M | $28.7K | Added$73.2K |
| Essential Partners LLC | 3.54K | $1.13M | $28.7K | Cut−$3.5K |
| Cape Investment Advisory, Inc. | 3.44K | $1.09M | — | Held |
| Cresset Asset Management, LLC | 3.25K | $1.03M | $24.6K | Added$90.7K |
| AXS Investments LLC | 3K | $951.4K | — | Held |
| Keel Point, LLC | 2.87K | $911.4K | — | Held |
| Pine Valley Investments Ltd Liability Co | 2.18K | $692.2K | $15.6K | Added$97.2K |
| MIROVA | 1.77K | $561.6K | — | Held |
| IFP Advisors, Inc | 1.59K | $505.4K | — | Held |
| BROADWATER CAPITAL MANAGEMENT LLC | 1.4K | $444.7K | $443.3K | Added$11.3K |
| Allworth Financial LP | 1.27K | $402.4K | — | Held |
| NWAM LLC | 1.03K | $317.5K | $4.78K | Added$18.3K |
| Saranac Partners Ltd | 417 | $132.5K | — | New |
| MV CAPITAL MANAGEMENT, INC. | 197 | $62.6K | — | Held |
| KBC Group NV | 168.1K | $53.4K | — | Held |
| AllSquare Wealth Management LLC | 62 | $19.7K | — | Held |
| VIRTUS ADVISERS, LLC | 38 | $12.1K | $307 | Cut−$104K |
| Prestige Wealth Management Group LLC | 37 | $11.8K | $300 | Added$300 |
| Kilter Group LLC | 37 | $11.8K | — | Held |
| Clark Wealth Partners | 28 | $8.29K | −$380 | Cut−$380 |
| Scarborough Advisors, LLC | 25 | $7.94K | — | Held |
| Principia Wealth Advisory, LLC | 17 | $5.4K | — | Held |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 9.71K | $3.08K | — | Held |
| Painted Porch Advisors LLC | 2 | $635 | — | Held |
| FNY Investment Advisers, LLC | 1.23K | $390 | — | Held |