| SJS Investment Consulting Inc. | 1 | $168 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 1 | $168 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 2 | $336 | 0.00% | −27−93.1% | Reduced |
| Essential Partners LLC | 2 | $336 | 0.00% | −25−92.6% | Reduced |
| Fortitude Family Office, LLC | 2 | $336 | 0.00% | −1−33.3% | Reduced |
| Jones Financial Companies LLLP | 3 | $504 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 3 | $504 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 3 | $504 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 4 | $671 | 0.00% | −9−69.2% | Reduced |
| Newbridge Financial Services Group, Inc. | 4 | $671 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 5 | $839 | 0.00% | −6−54.5% | Reduced |
| Raffa Wealth Management, LLC | 5 | $839 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 5 | $840 | 0.00% | +1+25.0% | Added |
| Keating Financial Advisory Services, Inc. | 6 | $1.01K | 0.00% | +6 | New |
| Signature Equity Partners, LLC | 6 | $1.01K | 0.00% | +6 | New |
| Farmers & Merchants Investments Inc | 7 | $1.18K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 9 | $1.51K | 0.00% | −56−86.2% | Reduced |
| Dogwood Wealth Management LLC | 10 | $1.68K | 0.00% | +10 | New |
| CoreCap Advisors, LLC | 13 | $2.18K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 17 | $2.85K | 0.00% | −44−72.1% | Reduced |
| Signaturefd, LLC | 17 | $2.85K | 0.00% | −16−48.5% | Reduced |
| Brown Brothers Harriman & Co | 17 | $2.85K | 0.00% | +17 | New |
| GW&K Investment Management, LLC | 17 | $3.00K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 18 | $3.02K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 18 | $3.07K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 20 | $3.35K | 0.00% | +20 | New |
| MJT & Associates Financial Advisory Group, Inc. | 22 | $3.69K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 27 | $4.53K | 0.00% | −6−18.2% | Reduced |
| Park Place Capital Corp | 27 | $4.53K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 30 | $5.04K | 0.00% | +30 | New |
| Salomon & Ludwin, LLC | 28 | $5.10K | 0.00% | +10+55.6% | Added |
| Root Financial Partners, LLC | 35 | $5.88K | 0.00% | −11−23.9% | Reduced |
| Farther Finance Advisors, LLC | 35 | $5.88K | 0.00% | +32+1,066.7% | Added |
| SRS Capital Advisors, Inc. | 37 | $6.21K | 0.00% | −330−89.9% | Reduced |
| Versant Capital Management, Inc | 42 | $7.05K | 0.00% | +4+10.5% | Added |
| Plante Moran Financial Advisors, LLC | 46 | $7.72K | 0.00% | +46 | New |
| CBIZ Investment Advisory Services, LLC | 46 | $7.72K | 0.00% | +46 | New |
| Covestor Ltd | 49 | $8.00K | 0.00% | +11+28.9% | Added |
| EverSource Wealth Advisors, LLC | 53 | $8.90K | 0.00% | −12−18.5% | Reduced |
| Allworth Financial LP | 53 | $8.90K | 0.00% | +45+562.5% | Added |
| Cornerstone Planning Group LLC | 47 | $8.97K | 0.00% | +47 | New |
| Parkside Financial Bank & Trust | 65 | $10.9K | 0.00% | −4−5.8% | Reduced |
| GAMMA Investing LLC | 83 | $13.9K | 0.00% | −73−46.8% | Reduced |
| Fifth Third Bancorp | 83 | $13.9K | 0.00% | +5+6.4% | Added |
| McIlrath & Eck, LLC | 84 | $14.1K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 96 | $16.1K | 0.00% | −35−26.7% | Reduced |
| Danske Bank A/S | 100 | $16.8K | 0.00% | +100 | New |
| Parallel Advisors, LLC | 106 | $17.8K | 0.00% | −10−8.6% | Reduced |
| Private Trust Co NA | 109 | $18.3K | 0.00% | +23+26.7% | Added |
| First Horizon Corp | 125 | $21.0K | 0.00% | +38+43.7% | Added |
| Aster Capital Management (DIFC) Ltd | 128 | $21.5K | 0.01% | +128 | New |
| Flagship Harbor Advisors, LLC | 134 | $22.5K | 0.00% | +134 | New |
| Nisa Investment Advisors, LLC | 136 | $22.8K | 0.00% | −11−7.5% | Reduced |
| Torren Management, LLC | 136 | $22.8K | 0.01% | +136 | New |
| Smartleaf Asset Management LLC | 187 | $31.9K | 0.00% | −141−43.0% | Reduced |
| MAI Capital Management | 230 | $38.6K | 0.00% | −150−39.5% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 230 | $39.0K | 0.00% | +230 | New |
| Rockefeller Capital Management L.P. | 253 | $42.5K | 0.00% | −1,069−80.9% | Reduced |
| Huntington National Bank | 254 | $42.6K | 0.00% | −85−25.1% | Reduced |
| Global Retirement Partners, LLC | 307 | $51.5K | 0.00% | +177+136.2% | Added |
| Pinnacle Wealth Planning Services, Inc. | 326 | $54.7K | 0.01% | +326 | New |
| KBC Group NV | 345 | $58.0K | 0.00% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 400 | $67.1K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 434 | $72.9K | 0.00% | −1,951−81.8% | Reduced |
| Kestra Advisory Services, LLC | 452 | $75.8K | 0.00% | +452 | New |
| State of Wyoming | 473 | $79.4K | 0.01% | +205+76.5% | Added |
| Hantz Financial Services, Inc. | 500 | $84.0K | 0.00% | +448+861.5% | Added |
| CWM, LLC | 515 | $86.0K | 0.00% | −789−60.5% | Reduced |
| Tower Research Capital LLC (TRC) | 521 | $87.5K | 0.00% | −10−1.9% | Reduced |
| Canada Pension Plan Investment Board | 600 | $100.7K | 0.00% | +600 | New |
| CIBC Private Wealth Group, LLC | 652 | $109.5K | 0.00% | +2+0.3% | Added |
| Bessemer Group Inc | 686 | $115.0K | 0.00% | +599+688.5% | Added |
| Ameritas Investment Partners, Inc. | 864 | $145.0K | 0.00% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 1,232 | $206.8K | 0.00% | +25+2.1% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1,266 | $212.5K | 0.00% | +1,266 | New |
| M&T Bank Corp | 1,299 | $218.1K | 0.00% | +1,299 | New |
| Provident Investment Management, Inc. | 1,300 | $218.2K | 0.02% | +1,300 | New |
| Profund Advisors LLC | 1,311 | $220.1K | 0.01% | +1,311 | New |
| Bank of Montreal | 1,449 | $243.2K | 0.00% | +1,449 | New |
| Mackenzie Financial Corp | 1,451 | $247.0K | 0.00% | +1,451 | New |
| Private Advisory Group LLC | 1,483 | $249.0K | 0.02% | −180−10.8% | Reduced |
| Tiaa Trust, National Association | 1,484 | $249.1K | 0.00% | 00.0% | Unchanged |
| Mariner, LLC | 1,512 | $253.4K | 0.00% | +178+13.3% | Added |
| XTX Topco Ltd | 1,515 | $254.3K | 0.01% | +1,515 | New |
| The PNC Financial Services Group, Inc. | 1,532 | $257.3K | 0.00% | −117−7.1% | Reduced |
| Pictet Asset Management Holding SA | 1,533 | $257.3K | 0.00% | +311+25.5% | Added |
| Maryland State Retirement & Pension System | 1,570 | $263.6K | 0.01% | +20+1.3% | Added |
| GWM Advisors LLC | 1,657 | $278.3K | 0.00% | +31+1.9% | Added |
| Citadel Advisors LLC | 1,664 | $279.3K | 0.00% | −102−5.8% | Reduced |
| Los Angeles Capital Management LLC | 1,618 | $286.2K | 0.00% | 00.0% | Unchanged |
| HSBC Holdings PLC | 1,707 | $289.4K | 0.00% | +1,707 | New |
| Janney Montgomery Scott LLC | 1,738 | $292.0K | 0.00% | −118−6.4% | Reduced |
| VARCOV Co. | 1,813 | $304.3K | 0.12% | +1,813 | New |
| Voya Investment Management LLC | 1,840 | $308.9K | 0.00% | −42−2.2% | Reduced |
| Amundi | 1,869 | $313.7K | 0.00% | −39−2.0% | Reduced |
| Cetera Investment Advisers | 1,896 | $318.2K | 0.00% | +540+39.8% | Added |
| EntryPoint Capital, LLC | 1,916 | $321.6K | 0.13% | +714+59.4% | Added |
| Advisors Asset Management, Inc. | 1,935 | $324.8K | 0.01% | +135+7.5% | Added |
| Neuberger Berman Group LLC | 1,942 | $326.0K | 0.00% | +1,942 | New |
| CI Private Wealth, LLC | 2,009 | $337.3K | 0.00% | −126−5.9% | Reduced |
