| MORGAN STANLEY | 7.22M | $562.5M | — | Held |
| BANK OF AMERICA CORP /DE/ | 4.69M | $365.3M | — | Held |
| BARCLAYS PLC | 2M | $155.9M | $18.6M | Cut−$22M |
| Swiss Life Asset Management Ltd | 63.1K | $4.92M | $417.1K | Added$1.84M |
| IFP Advisors, Inc | 54.9K | $4.28M | — | Held |
| OP Asset Management Ltd | 44.8K | $3.49M | $415.3K | Added$429.5K |
| Sanctuary Advisors, LLC | 41.9K | $3.26M | $385.6K | Added$421.3K |
| GROUPAMA ASSET MANAGMENT | 20.7K | $1.61M | — | Held |
| INDEPENDENT FINANCIAL GROUP, LLC | 18.5K | $1.44M | $80.8K | Added$842K |
| Allworth Financial LP | 16.7K | $1.3M | — | Held |
| Savant Capital, LLC | 11.9K | $930.8K | $111.2K | Added$100.4K |
| Essential Partners LLC | 8.87K | $690.8K | $76K | Added$131.3K |
| Canal Capital Management, LLC | 8.51K | $662.8K | — | Held |
| AIA Group Ltd | 8.26K | $643.4K | — | Held |
| Cresset Asset Management, LLC | 7.38K | $575.3K | $59.7K | Added$135.7K |
| Pine Valley Investments Ltd Liability Co | 6.85K | $533.8K | $60.8K | Added$85.9K |
| NWAM LLC | 5.81K | $468.1K | $50.1K | Added$85.7K |
| Saranac Partners Ltd | 400K | $406.2K | — | New |
| TUCKER ASSET MANAGEMENT LLC | 4.22K | $328.7K | $39.3K | Added$33.2K |
| Severin Investments, LLC | 3.27K | $254.4K | $30.2K | Added$31.8K |
| Syverson Strege & Co | 2.99K | $233K | — | Held |
| Holos Integrated Wealth LLC | 3.09K | $227.7K | — | Held |
| LifeWealth Investments, LLC | 2.84K | $221.5K | — | New |
| Farmers National Bank | 2.58K | $200.7K | — | Held |
| Leonteq Securities AG | 1.49K | $116K | $13.9K | Cut−$32.6K |
| MV CAPITAL MANAGEMENT, INC. | 1.15K | $89.7K | — | Held |
| Medallion Wealth Advisors, LLC | 619 | $48.2K | $3.62K | Added$9.78K |
| Nalls Sherbakoff Group, LLC | 605 | $47.1K | $5.63K | Added$5.71K |
| Noble Wealth Management PBC | 455 | $35.4K | — | Held |
| Strategic Investment Solutions, Inc. /IL | 360 | $28K | — | Held |
| AllSquare Wealth Management LLC | 317 | $24.7K | — | Held |
| KBC Group NV | 311.4K | $24.3K | — | Held |
| Prestige Wealth Management Group LLC | 294 | $22.9K | $2.74K | Added$2.74K |
| Kilter Group LLC | 85 | $6.62K | — | Held |
| Scarborough Advisors, LLC | 82 | $6.35K | — | Held |
| Aventura Private Wealth, LLC | 58 | $4.52K | $540 | Added$540 |
| Cape Investment Advisory, Inc. | 55 | $4.29K | — | Held |
| Principia Wealth Advisory, LLC | 19 | $1.48K | — | Held |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 18.9K | $1.48K | — | Held |
| Clark Wealth Partners | 26 | $1.04K | — | New |