| Nomura Holdings Inc | 496,871 | $0 | 0.00% | +223,529+81.8% | Added |
| Parkside Financial Bank & Trust | 6 | $0 | 0.00% | −479−98.8% | Reduced |
| Versant Capital Management, Inc | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 4 | $0 | 0.00% | +4 | New |
| Albion Financial Group | 4 | $0 | 0.00% | +4 | New |
| Lazard Asset Management LLC | 9 | $0 | 0.00% | +9 | New |
| Capital Advisors, Ltd. LLC | 5 | $0 | 0.00% | +5 | New |
| Whittier Trust Co | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Corbenic Partners LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 16 | $1.00K | 0.00% | +3+23.1% | Added |
| Cribstone Capital Management, LLC | 17 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 18 | $1.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 8 | $1.00K | 0.00% | +8 | New |
| Covestor Ltd | 11 | $1.00K | 0.00% | +11 | New |
| Sound Income Strategies, LLC | 26 | $2.00K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 24 | $2.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 21 | $2.00K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 28 | $2.00K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 23 | $2.00K | 0.00% | 00.0% | Unchanged |
| Harvest Group Wealth Management, LLC | 30 | $2.00K | 0.00% | +30 | New |
| Western Pacific Wealth Management, LP | 40 | $2.00K | 0.00% | +40 | New |
| Raffa Wealth Management, LLC | 28 | $2.03K | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 58 | $4.00K | 0.00% | −54−48.2% | Reduced |
| TD Ameritrade Investment Management, LLC | 53 | $4.00K | 0.00% | +53 | New |
| Gradient Investments LLC | 67 | $5.00K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 66 | $5.00K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 66 | $5.00K | 0.00% | +66 | New |
| First Bank & Trust | 68 | $5.00K | 0.00% | +68 | New |
| Westside Investment Management, Inc. | 93 | $6.00K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 118 | $9.00K | 0.00% | +25+26.9% | Added |
| Pittenger & Anderson Inc | 125 | $9.00K | 0.00% | +125 | New |
| Vectors Research Management, LLC | 130 | $9.00K | 0.00% | +130 | New |
| TFC Financial Management | 125 | $9.00K | 0.00% | +125 | New |
| Confluence Wealth Services, Inc. | 137 | $9.00K | 0.00% | +137 | New |
| Curi Capital | 147 | $10.0K | 0.00% | +147 | New |
| Lindbrook Capital, LLC | 171 | $12.0K | 0.00% | +2+1.2% | Added |
| CVA Family Office, LLC | 185 | $13.0K | 0.00% | +185 | New |
| Anchor Investment Management, LLC | 200 | $14.5K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 228 | $17.0K | 0.01% | +21+10.1% | Added |
| Duncker Streett & Co Inc | 271 | $20.0K | 0.00% | +1+0.4% | Added |
| Institutional & Family Asset Management, LLC | 276 | $20.0K | 0.00% | +64+30.2% | Added |
| Westpac Banking Corp | 287 | $20.8K | 0.00% | −13,033−97.8% | Reduced |
| M&R Capital Management Inc | 300 | $21.0K | 0.00% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 300 | $22.0K | 0.01% | +300 | New |
| Bellwether Advisors, LLC | 311 | $22.0K | 0.01% | +311 | New |
| Hanseatic Management Services Inc | 324 | $23.0K | 0.04% | +324 | New |
| Evoke Wealth, LLC | 350 | $25.0K | 0.00% | +350 | New |
| Byrne Asset Management LLC | 350 | $25.0K | 0.02% | +350 | New |
| Ellis Investment Partners, LLC | 367 | $26.0K | 0.01% | +2+0.5% | Added |
| Concord Wealth Partners | 360 | $26.0K | 0.01% | +60+20.0% | Added |
| Clearstead Advisors, LLC | 375 | $27.0K | 0.00% | +375 | New |
| Hexagon Capital Partners LLC | 400 | $29.0K | 0.01% | 00.0% | Unchanged |
| Edge Wealth Management LLC | 402 | $29.0K | 0.01% | +66+19.6% | Added |
| Raleigh Capital Management Inc. | 400 | $29.0K | 0.03% | +400 | New |
| CWM, LLC | 445 | $32.0K | 0.00% | +445 | New |
| Whittier Trust Co of Nevada Inc | 500 | $36.0K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 500 | $36.0K | 0.02% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 500 | $36.0K | 0.07% | +500 | New |
| Tradition Wealth Management, LLC | 535 | $39.0K | 0.00% | +4+0.8% | Added |
| Washington Trust Advisors, Inc. | 541 | $39.0K | 0.00% | +541 | New |
| Brewin Dolphin Wealth Management Ltd | 550 | $40.0K | 0.00% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 549 | $40.0K | 0.00% | +549 | New |
| EverSource Wealth Advisors, LLC | 555 | $40.0K | 0.01% | +555 | New |
| Newbridge Financial Services Group, Inc. | 580 | $42.0K | 0.02% | +17+3.0% | Added |
| Carroll Financial Associates, Inc. | 582 | $43.0K | 0.00% | +24+4.3% | Added |
| Central Trust Co | 620 | $45.0K | 0.00% | +620 | New |
| Parallel Advisors, LLC | 680 | $49.0K | 0.00% | +39+6.1% | Added |
| Washington Trust Co | 700 | $51.0K | 0.00% | +300+75.0% | Added |
| Cambridge Trust Co | 706 | $51.0K | 0.00% | +706 | New |
| PrairieView Partners, LLC | 717 | $52.0K | 0.01% | +717 | New |
| MUFG Americas Holdings Corp | 825 | $60.0K | 0.00% | −140−14.5% | Reduced |
| Pacer Advisors, Inc. | 914 | $66.0K | 0.00% | +914 | New |
| Alpha Paradigm Partners, LLC | 992 | $72.0K | 0.03% | −8,894−90.0% | Reduced |
| Heritage Wealth Advisors | 1,000 | $72.0K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 1,077 | $78.0K | 0.02% | 00.0% | Unchanged |
| Covington Capital Management | 1,150 | $83.0K | 0.00% | +600+109.1% | Added |
| NEXT Financial Group, Inc | 1,240 | $90.0K | 0.01% | +764+160.5% | Added |
| TCTC Holdings, LLC | 1,259 | $91.0K | 0.00% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 1,309 | $94.0K | 0.00% | +1,309 | New |
| Selective Wealth Management, Inc. | 1,350 | $98.0K | 0.04% | 00.0% | Unchanged |
| Bessemer Group Inc | 1,468 | $106.0K | 0.00% | +968+193.6% | Added |
| Compagnie Lombard Odier SCmA | 1,525 | $110.0K | 0.00% | +1,525 | New |
| Signaturefd, LLC | 1,642 | $119.0K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 1,800 | $130.0K | 0.00% | +1,800 | New |
| State of Wyoming | 1,927 | $139.0K | 0.06% | +953+97.8% | Added |
| Robeco Institutional Asset Management B.V. | 1,931 | $140.0K | 0.00% | +1,931 | New |
| CenterStar Asset Management, LLC | – | $149.0K | 0.11% | – | New |
| Harvest Fund Management Co., Ltd | 2,131 | $155.0K | 0.03% | +1,581+287.5% | Added |
| Vestcor Inc | 2,180 | $158.0K | 0.01% | −397−15.4% | Reduced |
| US Bancorp | 2,286 | $165.0K | 0.00% | +501+28.1% | Added |
| Brown Brothers Harriman & Co | 2,464 | $178.0K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 2,463 | $178.0K | 0.02% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 2,504 | $181.0K | 0.03% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 2,487 | $181.0K | 0.00% | +869+53.7% | Added |
| B. Riley Wealth Management, Inc. | 2,786 | $202.0K | 0.01% | +2,786 | New |
| Park Avenue Securities LLC | 2,823 | $204.0K | 0.00% | +2,823 | New |
| Sheets Smith Wealth Management | 2,850 | $206.0K | 0.03% | +2,850 | New |
| C2C Wealth Management, LLC | 2,969 | $215.0K | 0.03% | +2,969 | New |
| First Dallas Securities Inc. | 3,000 | $217.0K | 0.14% | +3,000 | New |
| Stelac Advisory Services LLC | 3,012 | $218.0K | 0.06% | −8,307−73.4% | Reduced |