| MORGAN STANLEY | 5.56M | $457.6M | — | Held |
| BANK OF AMERICA CORP /DE/ | 5.41M | $445.4M | — | Held |
| BARCLAYS PLC | 1.85M | $152.7M | $11.9M | Added$15.7M |
| Hudson Bay Capital Management LP | 283.5K | $23.3M | — | Held |
| Swiss Life Asset Management Ltd | 86K | $7.08M | $498.6K | Added$1.36M |
| Cresset Asset Management, LLC | 81.7K | $6.73M | $528.5K | Added$665.2K |
| OP Asset Management Ltd | 81.6K | $6.71M | $522.7K | Added$716.8K |
| Sanctuary Advisors, LLC | 67.2K | $5.54M | $443.7K | Cut−$1.24M |
| MV CAPITAL MANAGEMENT, INC. | 37.3K | $3.07M | — | Held |
| IFP Advisors, Inc | 35.1K | $2.89M | — | Held |
| Invst, LLC | 26.5K | $2.18M | — | Held |
| Tevis Investment Management | 12.6K | $1.04M | — | Held |
| Allworth Financial LP | 11.9K | $982.4K | — | Held |
| Savant Capital, LLC | 11.5K | $945.1K | $64.5K | Added$205K |
| INDEPENDENT FINANCIAL GROUP, LLC | 9.59K | $789.9K | $63.3K | Cut−$11.7K |
| Flavin Financial Services, Inc. | 8.57K | $706.1K | $40.7K | Added$238.9K |
| Strategic Investment Advisors / MI | 5.06K | $416.5K | — | Held |
| Severin Investments, LLC | 3.75K | $308.6K | $24.5K | Added$27.7K |
| Pine Valley Investments Ltd Liability Co | 3.71K | $305.9K | $24.4K | Added$24.6K |
| Aventura Private Wealth, LLC | 3.25K | $267.4K | $21.4K | Added$21.4K |
| Farmers National Bank | 3.02K | $249.1K | — | Held |
| National Philanthropic Trust | 2.94K | $242.5K | — | New |
| Claris Financial LLC | 2.71K | $223K | — | Held |
| Keel Point, LLC | 2.65K | $218.5K | — | Held |
| Blackston Financial Advisory Group, LLC | 2.55K | $210.2K | $16.8K | Added$92 |
| Cape Investment Advisory, Inc. | 2.14K | $176.4K | — | Held |
| Saranac Partners Ltd | 1.94K | $159.7K | — | New |
| Medallion Wealth Advisors, LLC | 1.46K | $120.2K | $7.27K | Added$7.27K |
| Leonteq Securities AG | 1.1K | $90.9K | $944 | Added$80.1K |
| BROADWATER CAPITAL MANAGEMENT LLC | 975 | $80.3K | $79.3K | Added$6.43K |
| AllSquare Wealth Management LLC | 824 | $67.8K | — | Held |
| Prestige Wealth Management Group LLC | 123 | $10.1K | $811 | Added$811 |
| Principia Wealth Advisory, LLC | 111 | $9.14K | — | Held |
| KBC Group NV | 81.7K | $6.73K | — | Held |
| Kilter Group LLC | 81 | $6.67K | — | Held |
| Boreal Capital Management LLC | 67 | $5.52K | — | Held |
| Nalls Sherbakoff Group, LLC | 26 | $2.1K | $101 | Added$182 |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 21.9K | $1.8K | — | Held |
| SkyView Investment Advisors, LLC | 19.8K | $1.63K | — | Held |
| ADVISORS MANAGEMENT GROUP INC /ADV | 2.75K | $226 | — | Held |
| Essential Partners LLC | 2 | $165 | — | New |
| FNY Investment Advisers, LLC | 14 | $1 | — | Held |