| MORGAN STANLEY | 6.23M | $646.2M | — | Held |
| BANK OF AMERICA CORP /DE/ | 1.64M | $169.9M | — | Held |
| BARCLAYS PLC | 1.58M | $164M | −$5.85M | Cut−$32.9M |
| Swiss Life Asset Management Ltd | 72.1K | $7.48M | −$240.7K | Added$494.4K |
| Sanctuary Advisors, LLC | 46K | $4.77M | −$161.2K | Added$87K |
| OP Asset Management Ltd | 38.4K | $3.98M | −$137.8K | Cut−$22.9K |
| AIA Group Ltd | 27.1K | $2.81M | — | Held |
| Allworth Financial LP | 17K | $1.76M | — | Held |
| Savant Capital, LLC | 16.9K | $1.75M | −$61.5K | Cut−$34.4K |
| Cresset Asset Management, LLC | 13.8K | $1.43M | −$51K | Cut−$65.1K |
| Virtue Capital Management, LLC | 14.2K | $770.8K | — | Held |
| Leonteq Securities AG | 6.64K | $689.2K | −$8.41K | Added$445.1K |
| Investment Research Partners LLC | 6.39K | $646.4K | — | Held |
| National Philanthropic Trust | 5.96K | $618.5K | −$21K | Added$9.42K |
| INDEPENDENT FINANCIAL GROUP, LLC | 5.45K | $564.8K | −$19.5K | Cut−$1.37K |
| GROUPAMA ASSET MANAGMENT | 4.27K | $443.4K | — | Held |
| IFP Advisors, Inc | 4.02K | $416.6K | — | Held |
| Keel Point, LLC | 3.87K | $401.3K | — | Held |
| Innova Wealth Partners | 2.05K | $212.7K | — | Held |
| Garde Capital, Inc. | 2K | $207.5K | — | Held |
| Prestige Wealth Management Group LLC | 1.21K | $125.6K | −$4.02K | Added$8.95K |
| MV CAPITAL MANAGEMENT, INC. | 1.01K | $105.2K | — | Held |
| Nalls Sherbakoff Group, LLC | 394 | $40.9K | −$1.46K | Cut−$1.46K |
| Medallion Wealth Advisors, LLC | 363 | $37.7K | −$1.75K | Cut−$1.75K |
| Strategic Investment Solutions, Inc. /IL | 320 | $33.2K | — | Held |
| Essential Partners LLC | 88 | $9.13K | −$248 | Added$1.93K |
| KBC Group NV | 81.1K | $8.41K | — | Held |
| Catherine Avery Investment Management LLC | 80 | $8.3K | −$296 | Cut−$296 |
| Kilter Group LLC | 56 | $5.81K | — | Held |
| Holos Integrated Wealth LLC | 50 | $4.96K | — | Held |
| Boreal Capital Management LLC | 39 | $4.05K | — | Held |
| Cape Investment Advisory, Inc. | 38 | $3.94K | — | Held |
| Painted Porch Advisors LLC | 37 | $3.84K | — | Held |
| Clark Wealth Partners | 21 | $2.37K | — | New |
| Principia Wealth Advisory, LLC | 21 | $2.18K | — | Held |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 16K | $1.66K | — | Held |