| MORGAN STANLEY | 3.81M | $516.2M | — | Held |
| BANK OF AMERICA CORP /DE/ | 1.3M | $176.4M | — | Held |
| BARCLAYS PLC | 764.8K | $103.6M | $4.5M | Added$3.37M |
| Cresset Asset Management, LLC | 112.2K | $15.3M | $645.8K | Added$983.8K |
| Sanctuary Advisors, LLC | 50.5K | $6.84M | $292.5K | Added$406.2K |
| Swiss Life Asset Management Ltd | 48.8K | $6.61M | $287.7K | Cut−$1.62M |
| Pine Valley Investments Ltd Liability Co | 30.4K | $4.12M | $178.1K | Cut−$656.2K |
| OP Asset Management Ltd | 30.2K | $4.1M | $178.1K | Added$18K |
| Savant Capital, LLC | 15.4K | $2.09M | $88.2K | Added$151.9K |
| Leonteq Securities AG | 13.3K | $1.8M | $34.9K | Added$1.03M |
| GROUPAMA ASSET MANAGMENT | 9.43K | $1.28M | — | Held |
| Cambria Investment Management, L.P. | 7.22K | $978.5K | — | Held |
| Investment Research Partners LLC | 4.81K | $742.9K | — | Held |
| IFP Advisors, Inc | 4.38K | $593.5K | — | Held |
| Canal Capital Management, LLC | 3.02K | $409.3K | — | Held |
| INDEPENDENT FINANCIAL GROUP, LLC | 2.42K | $327.1K | $14.2K | Cut−$102.4K |
| Finivi Inc. | 2.24K | $303.2K | $13.1K | Cut−$13.7K |
| National Philanthropic Trust | 2.04K | $275.7K | $11.1K | Added$30.5K |
| Allworth Financial LP | 1.82K | $246.5K | — | Held |
| NWAM LLC | 1.64K | $223.3K | $1.81K | Added$3.17K |
| Severin Investments, LLC | 1.53K | $206.8K | — | New |
| Medallion Wealth Advisors, LLC | 524 | $71K | $2.17K | Added$2.17K |
| MV CAPITAL MANAGEMENT, INC. | 491 | $66.5K | — | Held |
| Essential Partners LLC | 445 | $60.3K | $2.31K | Added$9.36K |
| AXS Investments LLC | 271 | $36.7K | — | Held |
| Nalls Sherbakoff Group, LLC | 148 | $20K | $872 | Added$872 |
| EVOLUTION WEALTH MANAGEMENT INC. | 125 | $16.9K | — | Held |
| Prestige Wealth Management Group LLC | 114 | $15.5K | $671 | Added$541 |
| KBC Group NV | 49.8K | $6.75K | — | Held |
| Boreal Capital Management LLC | 31 | $4.21K | — | Held |
| Kilter Group LLC | 27 | $3.66K | — | Held |
| Principia Wealth Advisory, LLC | 12 | $1.63K | — | Held |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 10.4K | $1.41K | — | Held |
| Clark Wealth Partners | 6 | $979 | — | New |
| ADVISORS MANAGEMENT GROUP INC /ADV | 5.11K | $692 | — | Held |