| MORGAN STANLEY | 7.31M | $2.53B | — | Held |
| BARCLAYS PLC | 2.02M | $700.9M | $5.87M | Cut−$94.7M |
| BANK OF AMERICA CORP /DE/ | 1.65M | $572.3M | — | Held |
| Sanctuary Advisors, LLC | 46.8K | $16.2M | $127.5K | Added$1.13M |
| Swiss Life Asset Management Ltd | 43.1K | $14.9M | $122.7K | Added$379.7K |
| AIA Group Ltd | 28K | $9.68M | — | Held |
| OP Asset Management Ltd | 25.7K | $8.91M | $73.8K | Added$168K |
| Mullaney, Keating & Wright, Inc. | 15.5K | $5.36M | $44.8K | Added$45.1K |
| Keel Point, LLC | 12.5K | $4.31M | — | Held |
| National Philanthropic Trust | 8.92K | $3.09M | $25.7K | Added$45.1K |
| Absoluto Partners Gestao de Recursos Ltda | 7.7K | $2.67M | $21.3K | Added$145.9K |
| IFP Advisors, Inc | 7.68K | $2.66M | — | Held |
| INDEPENDENT FINANCIAL GROUP, LLC | 5.54K | $1.92M | $16.1K | Cut−$57.4K |
| Savant Capital, LLC | 5.19K | $1.8M | $8.91K | Added$736.1K |
| Allworth Financial LP | 5.03K | $1.74M | — | Held |
| Cresset Asset Management, LLC | 5.03K | $1.74M | $13.6K | Added$94.7K |
| Wealthspire Retirement, LLC | 4.36K | $1.51M | — | Held |
| Virtue Capital Management, LLC | 4.59K | $1.5M | — | Held |
| Lindenwold Advisors, INC | 3.87K | $1.34M | — | Held |
| MV CAPITAL MANAGEMENT, INC. | 1.64K | $567.2K | — | Held |
| Boreal Capital Management LLC | 1.34K | $462.6K | — | Held |
| Prestige Wealth Management Group LLC | 942 | $326.2K | $2.68K | Added$8.57K |
| Leonteq Securities AG | 807 | $279.4K | $2.34K | Cut−$174.5K |
| Strategic Investment Advisors / MI | 806 | $279.2K | — | Held |
| Roehl & Yi Investment Advisors, LLC | 664 | $229.9K | $1.93K | Cut−$14.2K |
| Aventura Private Wealth, LLC | 381 | $132K | $1.05K | Added$9.02K |
| AXS Investments LLC | 328 | $113.6K | — | Held |
| KBC Group NV | 150.4K | $52.1K | — | Held |
| Medallion Wealth Advisors, LLC | 99 | $34.3K | −$895 | Cut−$895 |
| Kilter Group LLC | 29 | $10K | — | Held |
| Strategic Investment Solutions, Inc. /IL | 18 | $6.23K | — | Held |
| Cape Investment Advisory, Inc. | 17 | $5.89K | — | Held |
| Clark Wealth Partners | 15 | $4.86K | — | New |
| Principia Wealth Advisory, LLC | 12 | $4.16K | — | Held |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 10.5K | $3.62K | — | Held |
| Pensionfund Sabic | 4.7K | $1.63K | $13 | Added$13 |
| Essential Partners LLC | 3 | $1.04K | $11 | Cut−$332 |
| EVOLUTION WEALTH MANAGEMENT INC. | 1 | $346 | — | Held |