| Avion Wealth | 2 | $0 | 0.00% | +1+100.0% | Added |
| Hemington Wealth Management | 1 | $0 | 0.00% | +1 | New |
| Retirement Wealth Solutions LLC | 0 | $34 | 0.00% | 0 | Unchanged |
| Whipplewood Advisors, LLC | 1 | $136 | 0.00% | +1 | New |
| Farmers & Merchants Investments Inc | 2 | $272 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 2 | $272 | 0.00% | +2 | New |
| JFS Wealth Advisors, LLC | 2 | $272 | 0.00% | +2 | New |
| Atlantic Trust, LLC | 2 | $272 | 0.00% | +2 | New |
| SRS Capital Advisors, Inc. | 2 | $280 | 0.00% | −3−60.0% | Reduced |
| Tortoise Investment Management, LLC | 4 | $543 | 0.00% | +4 | New |
| Whittier Trust Co of Nevada Inc | 5 | $676 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 5 | $679 | 0.00% | −5−50.0% | Reduced |
| SBI Securities Co., Ltd. | 5 | $679 | 0.00% | +2+66.7% | Added |
| Parkside Financial Bank & Trust | 5 | $680 | 0.00% | −1−16.7% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 6 | $835 | 0.00% | +6 | New |
| UMA Financial Services, Inc. | 8 | $1.09K | 0.00% | +4+100.0% | Added |
| Parallel Advisors, LLC | 9 | $1.22K | 0.00% | −4−30.8% | Reduced |
| Bell Investment Advisors, Inc | 9 | $1.22K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 10 | $1.36K | 0.00% | −205−95.3% | Reduced |
| Rossby Financial, LCC | 10 | $1.36K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 10 | $1.36K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 10 | $1.36K | 0.00% | 00.0% | Unchanged |
| Natixis | 12 | $1.63K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 12 | $1.63K | 0.00% | +12 | New |
| Fortitude Family Office, LLC | 14 | $1.90K | 0.00% | +14 | New |
| Smartleaf Asset Management LLC | 15 | $1.96K | 0.00% | −300−95.2% | Reduced |
| Larson Financial Group LLC | 15 | $2.04K | 0.00% | +13+650.0% | Added |
| Massmutual Trust Co FSB | 17 | $2.31K | 0.00% | +14+466.7% | Added |
| Quarry LP | 18 | $2.44K | 0.00% | +14+350.0% | Added |
| Versant Capital Management, Inc | 21 | $2.85K | 0.00% | +21 | New |
| Bessemer Group Inc | 21 | $3.00K | 0.00% | −28−57.1% | Reduced |
| Barrow Hanley Mewhinney & Strauss LLC | 25 | $3.40K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 27 | $3.67K | 0.00% | −2−6.9% | Reduced |
| IFP Advisors, Inc | 28 | $3.80K | 0.00% | +23+460.0% | Added |
| Allworth Financial LP | 30 | $4.08K | 0.00% | −5−14.3% | Reduced |
| Red Tortoise LLC | 39 | $5.30K | 0.00% | +39 | New |
| Meeder Asset Management Inc | 40 | $5.43K | 0.00% | −71−64.0% | Reduced |
| Private Trust Co NA | 43 | $5.84K | 0.00% | +31+258.3% | Added |
| Lazard Asset Management LLC | 50 | $6.00K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 39 | $6.07K | 0.00% | −5−11.4% | Reduced |
| Essential Partners LLC | 46 | $6.25K | 0.00% | +46 | New |
| Washington Trust Advisors, Inc. | 50 | $6.79K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 50 | $6.79K | 0.00% | +22+78.6% | Added |
| Whittier Trust Co | 58 | $7.88K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 75 | $9.80K | 0.00% | +73+3,650.0% | Added |
| Huntington National Bank | 80 | $10.9K | 0.00% | +79+7,900.0% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 83 | $11.0K | 0.00% | +83 | New |
| Fifth Third Bancorp | 84 | $11.4K | 0.00% | −7−7.7% | Reduced |
| Skopos Labs, Inc. | 86 | $11.7K | 0.00% | −74−46.3% | Reduced |
| North Star Investment Management Corp. | 88 | $12.0K | 0.00% | +52+144.4% | Added |
| Russell Investments Group, Ltd. | 91 | $12.4K | 0.00% | +89+4,450.0% | Added |
| Assetmark, Inc | 92 | $12.5K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 120 | $16.3K | 0.00% | +20+20.0% | Added |
| Hantz Financial Services, Inc. | 123 | $17.0K | 0.00% | −6,419−98.1% | Reduced |
| US Bancorp | 135 | $18.3K | 0.00% | −76−36.0% | Reduced |
| Nomura Asset Management Co Ltd | 136 | $18.5K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 139 | $18.9K | 0.00% | +42+43.3% | Added |
| True Wealth Design, LLC | 141 | $19.1K | 0.01% | +114+422.2% | Added |
| Westport Asset Management Inc | 150 | $20.4K | 0.01% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 157 | $21.3K | 0.02% | +157 | New |
| Nisa Investment Advisors, LLC | 176 | $23.9K | 0.00% | +106+151.4% | Added |
| Copeland Capital Management, LLC | 180 | $24.4K | 0.00% | +25+16.1% | Added |
| GAMMA Investing LLC | 249 | $33.8K | 0.00% | +68+37.6% | Added |
| Shell Asset Management Co | 308 | $42.0K | 0.00% | −31−9.1% | Reduced |
| Public Employees Retirement System of Ohio | 310 | $42.1K | 0.00% | +72+30.3% | Added |
| Signaturefd, LLC | 320 | $43.5K | 0.00% | +202+171.2% | Added |
| State of Wyoming | 369 | $50.1K | 0.01% | +369 | New |
| Covestor Ltd | 394 | $54.0K | 0.03% | −260−39.8% | Reduced |
| Vestcor Inc | 467 | $63.0K | 0.00% | +467 | New |
| Public Employees Retirement Association of Colorado | 472 | $64.0K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 500 | $67.9K | 0.00% | −325−39.4% | Reduced |
| Tower Research Capital LLC (TRC) | 509 | $69.1K | 0.00% | −76−13.0% | Reduced |
| BNP Paribas Arbitrage, SA | 522 | $70.9K | 0.00% | −20,875−97.6% | Reduced |
| Ameritas Investment Partners, Inc. | 527 | $71.6K | 0.00% | −63−10.7% | Reduced |
| Citadel Investment Advisory, Inc. | 610 | $83.0K | 0.04% | −65−9.6% | Reduced |
| Atlantic Union Bankshares Corp | 700 | $95.1K | 0.00% | +700 | New |
| Aster Capital Management (DIFC) Ltd | 738 | $100.2K | 0.02% | +306+70.8% | Added |
| The PNC Financial Services Group, Inc. | 769 | $104.4K | 0.00% | +609+380.6% | Added |
| Headlands Technologies LLC | 769 | $104.4K | 0.01% | +769 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 804 | $109.2K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 831 | $112.9K | 0.00% | +449+117.5% | Added |
| KLP Kapitalforvaltning AS | 900 | $122.2K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 920 | $125.0K | 0.00% | −849−48.0% | Reduced |
| Elkhorn Partners Limited Partnership | 1,000 | $135.8K | 0.10% | +1,000 | New |
| Federated Hermes, Inc. | 1,002 | $136.1K | 0.00% | +996+16,600.0% | Added |
| Oregon Public Employees Retirement Fund | 1,055 | $143.3K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 1,115 | $151.4K | 0.01% | −118−9.6% | Reduced |
| State of Tennessee, Treasury Department | 1,142 | $155.1K | 0.00% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 1,312 | $178.2K | 0.00% | +96+7.9% | Added |
| Amalgamated Bank | 1,354 | $184.0K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 1,565 | $212.5K | 0.00% | +41+2.7% | Added |
| Wealth Enhancement Advisory Services, LLC | 1,583 | $217.4K | 0.00% | +1,583 | New |
| Beacon Investment Advisors LLC | 1,709 | $223.4K | 0.10% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 1,672 | $227.0K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 1,682 | $228.5K | 0.00% | −1,390−45.2% | Reduced |
| Harbor Capital Advisors, Inc. | 1,692 | $230.0K | 0.01% | +743+78.3% | Added |
| Toroso Investments, LLC | 1,716 | $233.1K | 0.00% | +1,716 | New |
| Yousif Capital Management, LLC | 1,720 | $233.6K | 0.00% | −7−0.4% | Reduced |
| Forum Financial Management, LP | 1,740 | $236.3K | 0.00% | 00.0% | Unchanged |
| Raymond James Financial Inc | 1,787 | $242.7K | 0.00% | −69,186−97.5% | Reduced |
