| Avion Wealth | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 0 | $44 | 0.00% | 0 | Unchanged |
| Bear Mountain Capital, Inc. | 1 | $165 | 0.00% | +1 | New |
| Tortoise Investment Management, LLC | 1 | $177 | 0.00% | −3−75.0% | Reduced |
| Transamerica Financial Advisors, Inc. | 1 | $177 | 0.00% | +1 | New |
| Advisory Services Network, LLC | 1 | $177 | 0.00% | +1 | New |
| Root Financial Partners, LLC | 1 | $177 | 0.00% | +1 | New |
| Kilter Group LLC | 1 | $178 | 0.00% | +1 | New |
| Smartleaf Asset Management LLC | 2 | $337 | 0.00% | −13−86.7% | Reduced |
| Farmers & Merchants Investments Inc | 2 | $354 | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 2 | $354 | 0.00% | +2 | New |
| Atlantic Trust, LLC | 2 | $355 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 4 | $514 | 0.00% | +4 | New |
| Fortitude Family Office, LLC | 3 | $531 | 0.00% | −11−78.6% | Reduced |
| Principal Securities, Inc. | 3 | $531 | 0.00% | +3 | New |
| Rialto Wealth Management, LLC | 4 | $709 | 0.00% | +4 | New |
| Larson Financial Group LLC | 5 | $885 | 0.00% | −10−66.7% | Reduced |
| Bell Investment Advisors, Inc | 5 | $886 | 0.00% | −4−44.4% | Reduced |
| Parkside Financial Bank & Trust | 5 | $886 | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 5 | $892 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 6 | $1.06K | 0.00% | +1+20.0% | Added |
| Private Wealth Management Group, LLC | 6 | $1.06K | 0.00% | −6−50.0% | Reduced |
| Bare Financial Services, Inc | 7 | $1.24K | 0.00% | +7 | New |
| SBI Securities Co., Ltd. | 8 | $1.42K | 0.00% | +3+60.0% | Added |
| Optiver Holding B.V. | 8 | $1.42K | 0.00% | +8 | New |
| Johnson Financial Group, Inc. | 8 | $1.42K | 0.00% | +8 | New |
| IFP Advisors, Inc | 9 | $1.59K | 0.00% | −19−67.9% | Reduced |
| UMA Financial Services, Inc. | 9 | $1.59K | 0.00% | +1+12.5% | Added |
| Wealthspire Advisors, LLC | 9 | $1.61K | 0.00% | +9 | New |
| Pacer Advisors, Inc. | 10 | $1.77K | 0.00% | −47,663−100.0% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 10 | $1.77K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 10 | $1.77K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 10 | $1.77K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 12 | $2.13K | 0.00% | +2+20.0% | Added |
| Quent Capital, LLC | 13 | $2.26K | 0.00% | +13 | New |
| Aster Capital Management (DIFC) Ltd | 14 | $2.48K | 0.00% | −724−98.1% | Reduced |
| Versant Capital Management, Inc | 21 | $3.72K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 21 | $3.73K | 0.00% | −99−82.5% | Reduced |
| Fifth Third Bancorp | 23 | $4.07K | 0.00% | −61−72.6% | Reduced |
| Barrow Hanley Mewhinney & Strauss LLC | 25 | $4.43K | 0.00% | 00.0% | Unchanged |
| Toronto Dominion Bank | 31 | $5.49K | 0.00% | +31 | New |
| Bessemer Group Inc | 31 | $6.00K | 0.00% | +10+47.6% | Added |
| Red Tortoise LLC | 39 | $6.91K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 42 | $7.09K | 0.00% | +3+7.7% | Added |
| Private Trust Co NA | 43 | $7.61K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 45 | $8.03K | 0.00% | +45 | New |
| Washington Trust Advisors, Inc. | 50 | $8.85K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 50 | $8.85K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 50 | $8.92K | 0.00% | −8−13.8% | Reduced |
| Covestor Ltd | 69 | $12.0K | 0.01% | −325−82.5% | Reduced |
| Massmutual Trust Co FSB | 68 | $12.0K | 0.00% | +51+300.0% | Added |
| Jones Financial Companies LLLP | 75 | $12.5K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 71 | $12.6K | 0.00% | −21−22.8% | Reduced |
| Huntington National Bank | 71 | $12.6K | 0.00% | −9−11.3% | Reduced |
| SJS Investment Consulting Inc. | 75 | $13.3K | 0.00% | +75 | New |
| Umb Bank N A | 83 | $14.7K | 0.00% | +56+207.4% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 83 | $15.0K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 88 | $15.6K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 99 | $17.5K | 0.00% | +69+230.0% | Added |
| Clearstead Advisors, LLC | 99 | $17.5K | 0.00% | +99 | New |
| Rockefeller Capital Management L.P. | 123 | $21.8K | 0.00% | +123 | New |
| Shell Asset Management Co | 137 | $24.0K | 0.00% | −171−55.5% | Reduced |
| Nomura Asset Management Co Ltd | 136 | $24.1K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 140 | $24.8K | 0.00% | +90+180.0% | Added |
| True Wealth Design, LLC | 149 | $26.4K | 0.01% | +8+5.7% | Added |
| Westport Asset Management Inc | 150 | $26.6K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 194 | $34.3K | 0.00% | +194 | New |
| Quarry LP | 200 | $35.4K | 0.01% | +182+1,011.1% | Added |
| Parallel Advisors, LLC | 215 | $38.1K | 0.00% | +206+2,288.9% | Added |
| Quantbot Technologies LP | 222 | $39.3K | 0.00% | +222 | New |
| Nisa Investment Advisors, LLC | 234 | $41.4K | 0.00% | +58+33.0% | Added |
| GAMMA Investing LLC | 247 | $43.7K | 0.00% | −2−0.8% | Reduced |
| Hantz Financial Services, Inc. | 255 | $45.0K | 0.00% | +132+107.3% | Added |
| Point72 Europe (London) LLP | 280 | $49.5K | 0.00% | +280 | New |
| US Bancorp | 308 | $54.5K | 0.00% | +173+128.1% | Added |
| Sterling Capital Management LLC | 356 | $63.0K | 0.00% | +217+156.1% | Added |
| Essential Partners LLC | 384 | $68.0K | 0.02% | +338+734.8% | Added |
| Tower Research Capital LLC (TRC) | 387 | $68.5K | 0.00% | −122−24.0% | Reduced |
| Public Employees Retirement System of Ohio | 387 | $68.5K | 0.00% | +77+24.8% | Added |
| Palisade Asset Management, LLC | 429 | $75.9K | 0.01% | +429 | New |
| Ameritas Investment Partners, Inc. | 431 | $76.3K | 0.00% | −96−18.2% | Reduced |
| Public Employees Retirement Association of Colorado | 472 | $84.0K | 0.00% | 00.0% | Unchanged |
| Citadel Investment Advisory, Inc. | 610 | $108.0K | 0.05% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 617 | $109.2K | 0.00% | +526+578.0% | Added |
| Atlantic Union Bankshares Corp | 700 | $123.9K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 744 | $131.7K | 0.02% | +375+101.6% | Added |
| Harbor Capital Advisors, Inc. | 781 | $138.0K | 0.01% | −911−53.8% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 804 | $142.3K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 857 | $151.7K | 0.01% | +26+3.1% | Added |
| Signaturefd, LLC | 890 | $157.6K | 0.00% | +570+178.1% | Added |
| KLP Kapitalforvaltning AS | 900 | $159.3K | 0.00% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 1,055 | $186.8K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 1,117 | $197.8K | 0.00% | +115+11.5% | Added |
| ISAM Funds (UK) Ltd | 1,128 | $199.7K | 0.04% | +1,128 | New |
| Corton Capital Inc. | 1,141 | $202.0K | 0.50% | +1,141 | New |
| State of Tennessee, Treasury Department | 1,142 | $202.2K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 1,152 | $204.0K | 0.00% | +383+49.8% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 1,176 | $208.2K | 0.00% | +1,176 | New |
| Handelsbanken Fonder AB | 1,193 | $211.0K | 0.00% | +1,193 | New |
| Quest Partners LLC | 1,218 | $215.6K | 0.01% | +103+9.2% | Added |
