| Evolution Advisers, Inc. | 1 | $0 | 0.00% | +1 | New |
| CVA Family Office, LLC | 1 | $164 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 1 | $164 | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 1 | $164 | 0.00% | +1 | New |
| Davis Capital Management | 1 | $164 | 0.00% | +1 | New |
| LRI Investments, LLC | 1 | $164 | 0.00% | +1 | New |
| Rialto Wealth Management, LLC | 1 | $165 | 0.00% | 00.0% | Unchanged |
| Gilpin Wealth Management, LLC | 1 | $165 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 1 | $165 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 2 | $329 | 0.00% | −6−75.0% | Reduced |
| IFP Advisors, Inc | 2 | $329 | 0.00% | −2−50.0% | Reduced |
| Essential Partners LLC | 2 | $329 | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 2 | $329 | 0.00% | +2 | New |
| Harbour Investments, Inc. | 3 | $493 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 3 | $493 | 0.00% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 4 | $657 | 0.00% | +4 | New |
| CoreCap Advisors, LLC | 4 | $658 | 0.00% | −9−69.2% | Reduced |
| Northwestern Mutual Wealth Management Co | 5 | $822 | 0.00% | −3−37.5% | Reduced |
| Fortitude Family Office, LLC | 5 | $822 | 0.00% | −2−28.6% | Reduced |
| UMA Financial Services, Inc. | 5 | $823 | 0.00% | +5 | New |
| Farmers & Merchants Investments Inc | 6 | $987 | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 8 | $1.00K | 0.00% | −9−52.9% | Reduced |
| JFS Wealth Advisors, LLC | 8 | $1.32K | 0.00% | +3+60.0% | Added |
| Clearstead Advisors, LLC | 8 | $1.32K | 0.00% | +8 | New |
| Quarry LP | 8 | $1.32K | 0.00% | +8 | New |
| Valued Wealth Advisors LLC | 8 | $1.32K | 0.00% | +8 | New |
| Massmutual Trust Co FSB | 9 | $1.48K | 0.00% | −18−66.7% | Reduced |
| Arlington Trust Co LLC | 12 | $1.97K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 12 | $1.97K | 0.00% | +2+20.0% | Added |
| Keating Financial Advisory Services, Inc. | 13 | $2.14K | 0.00% | −2−13.3% | Reduced |
| EverSource Wealth Advisors, LLC | 18 | $2.96K | 0.00% | −44−71.0% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 18 | $2.96K | 0.00% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 22 | $3.62K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 22 | $3.62K | 0.00% | +12+120.0% | Added |
| Allworth Financial LP | 23 | $3.78K | 0.00% | −12−34.3% | Reduced |
| Transamerica Financial Advisors, Inc. | 25 | $4.12K | 0.00% | +25 | New |
| Mather Group, LLC. | 28 | $4.61K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 32 | $5.32K | 0.00% | +19+146.2% | Added |
| True Wealth Design, LLC | 33 | $5.43K | 0.00% | +31+1,550.0% | Added |
| Advisor Group Holdings, Inc. | 60 | $9.87K | 0.00% | +14+30.4% | Added |
| GAMMA Investing LLC | 60 | $9.87K | 0.00% | −31−34.1% | Reduced |
| Optiver Holding B.V. | 61 | $10.0K | 0.00% | +61 | New |
| Parkside Financial Bank & Trust | 64 | $10.5K | 0.00% | −1−1.5% | Reduced |
| Covestor Ltd | 67 | $11.0K | 0.01% | +25+59.5% | Added |
| Versant Capital Management, Inc | 70 | $11.5K | 0.00% | +31+79.5% | Added |
| Kemnay Advisory Services Inc. | 73 | $12.0K | 0.00% | +5+7.4% | Added |
| Smartleaf Asset Management LLC | 84 | $14.1K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 86 | $14.1K | 0.00% | +11+14.7% | Added |
| Cornerstone Planning Group LLC | 89 | $14.6K | 0.00% | +21+30.9% | Added |
| Private Trust Co NA | 100 | $16.4K | 0.00% | −9−8.3% | Reduced |
| Signaturefd, LLC | 121 | $19.9K | 0.00% | +109+908.3% | Added |
| GWM Advisors LLC | 150 | $24.7K | 0.00% | +150 | New |
| Huntington National Bank | 151 | $24.8K | 0.00% | −44−22.6% | Reduced |
| Parallel Advisors, LLC | 152 | $25.0K | 0.00% | +5+3.4% | Added |
| Farther Finance Advisors, LLC | 163 | $27.0K | 0.00% | +126+340.5% | Added |
| Umb Bank N A | 167 | $27.5K | 0.00% | +8+5.0% | Added |
| Pinnacle Wealth Planning Services, Inc. | 183 | $30.1K | 0.00% | −154−45.7% | Reduced |
| SRS Capital Advisors, Inc. | 203 | $33.4K | 0.00% | +57+39.0% | Added |
| Global Retirement Partners, LLC | 210 | $34.5K | 0.00% | +210 | New |
| Sterling Capital Management LLC | 213 | $35.0K | 0.00% | −46−17.8% | Reduced |
| Nisa Investment Advisors, LLC | 254 | $41.8K | 0.00% | +115+82.7% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 255 | $41.9K | 0.00% | −81−24.1% | Reduced |
| KBC Group NV | 345 | $57.0K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 536 | $88.0K | 0.00% | −166−23.6% | Reduced |
| Nykredit A/S | 599 | $98.5K | 0.00% | +599 | New |
| Rockefeller Capital Management L.P. | 714 | $117.4K | 0.00% | −20−2.7% | Reduced |
| Tower Research Capital LLC (TRC) | 848 | $139.5K | 0.00% | −263−23.7% | Reduced |
| Ameritas Investment Partners, Inc. | 961 | $158.1K | 0.00% | +97+11.2% | Added |
| Bayforest Capital Ltd | 1,037 | $170.6K | 0.16% | +1,037 | New |
| Quantbot Technologies LP | 1,082 | $178.0K | 0.01% | +1,082 | New |
| FMR LLC | 1,153 | $189.6K | 0.00% | −474−29.1% | Reduced |
| CAPROCK Group, Inc. | 1,227 | $201.8K | 0.00% | +1,227 | New |
| CIBC Bancorp USA Inc. | 1,240 | $204.0K | 0.00% | +1,240 | New |
| Mutual of America Capital Management LLC | 1,240 | $204.0K | 0.00% | +6+0.5% | Added |
| Virginia Retirement Systems Et Al | 1,300 | $213.8K | 0.00% | −5,700−81.4% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 1,361 | $223.9K | 0.00% | +1,361 | New |
| M&T Bank Corp | 1,371 | $225.5K | 0.00% | +85+6.6% | Added |
| Caitong International Asset Management Co., Ltd | 1,407 | $231.4K | 0.03% | +101+7.7% | Added |
| MQS Management LLC | 1,412 | $232.3K | 0.28% | +1,412 | New |
| Magnetar Financial LLC | 1,425 | $234.4K | 0.00% | +1,425 | New |
| Personal Cfo Solutions, LLC | 1,456 | $239.4K | 0.03% | +1,456 | New |
| MML Investors Services, LLC | 1,467 | $241.3K | 0.00% | +1,467 | New |
| Private Advisory Group LLC | 1,483 | $243.9K | 0.01% | 00.0% | Unchanged |
| Tiaa-Cref Individual & Institutional Services, LLC | 1,484 | $244.1K | 0.00% | 00.0% | Unchanged |
| Pictet Asset Management Holding SA | 1,533 | $252.2K | 0.00% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 1,570 | $258.2K | 0.00% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 1,609 | $264.7K | 0.01% | +66+4.3% | Added |
| Wealth Enhancement Advisory Services, LLC | 1,639 | $264.7K | 0.00% | +399+32.2% | Added |
| Davy Global Fund Management Ltd | 1,635 | $268.9K | 0.02% | 00.0% | Unchanged |
| JustInvest LLC | 1,680 | $276.3K | 0.00% | +1,680 | New |
| Y-Intercept (Hong Kong) Ltd | 1,789 | $294.3K | 0.01% | +1,789 | New |
| Occudo Quantitative Strategies LP | 1,872 | $307.9K | 0.02% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 1,925 | $316.6K | 0.00% | −2,305−54.5% | Reduced |
| CI Private Wealth, LLC | 1,989 | $327.2K | 0.00% | −36−1.8% | Reduced |
| Voya Investment Management LLC | 2,004 | $329.6K | 0.00% | +218+12.2% | Added |
| Sequoia Financial Advisors, LLC | 2,021 | $332.5K | 0.00% | +2,021 | New |
| Seizert Capital Partners, LLC | 2,027 | $333.4K | 0.01% | +2,027 | New |
| HSBC Holdings PLC | 2,018 | $336.9K | 0.00% | +311+18.2% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2,050 | $337.2K | 0.00% | +498+32.1% | Added |
| Janney Montgomery Scott LLC | 2,056 | $338.0K | 0.00% | +294+16.7% | Added |
