| Tfo-TDC, LLC | 1 | $175 | 0.00% | 00.0% | Unchanged |
| Horizon Investments, LLC | 3 | $524 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 3 | $524 | 0.00% | +3 | New |
| CVA Family Office, LLC | 5 | $873 | 0.00% | +5 | New |
| Sachetta, LLC | 5 | $873 | 0.00% | +5 | New |
| Financial Management Professionals, Inc. | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 10 | $1.00K | 0.00% | +10 | New |
| Bell Investment Advisors, Inc | 7 | $1.22K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 10 | $1.75K | 0.00% | −2−16.7% | Reduced |
| Private Wealth Management Group, LLC | 10 | $1.75K | 0.00% | +10 | New |
| Wetzel Investment Advisors, Inc. | 9 | $2.00K | 0.00% | +9 | New |
| Oakworth Capital, Inc. | 12 | $2.09K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 12 | $2.10K | 0.00% | +12 | New |
| SJS Investment Consulting Inc. | 17 | $2.97K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 20 | $3.49K | 0.00% | −1−4.8% | Reduced |
| TFC Financial Management | 21 | $3.67K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 24 | $4.19K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 26 | $4.54K | 0.00% | 00.0% | Unchanged |
| Amundi | 29 | $4.83K | 0.00% | −347,127−100.0% | Reduced |
| Parkside Financial Bank & Trust | 29 | $5.06K | 0.00% | −10−25.6% | Reduced |
| VisionPoint Advisory Group, LLC | 30 | $5.24K | 0.00% | −12−28.6% | Reduced |
| Harbour Investments, Inc. | 30 | $5.24K | 0.00% | +30 | New |
| Washington Trust Advisors, Inc. | 31 | $5.41K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 35 | $6.00K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 35 | $6.16K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 38 | $6.63K | 0.00% | +25+192.3% | Added |
| USA Financial Portformulas Corp | 41 | $7.16K | 0.00% | −1,555−97.4% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 48 | $7.78K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 46 | $8.03K | 0.00% | +1+2.2% | Added |
| Atlantic Edge Private Wealth Management, LLC | 51 | $8.90K | 0.00% | +51 | New |
| Itau Unibanco Holding S.A. | 52 | $9.07K | 0.00% | −56−51.9% | Reduced |
| Quarry LP | 54 | $9.42K | 0.00% | +54 | New |
| Farther Finance Advisors, LLC | 56 | $9.77K | 0.00% | +56 | New |
| Federation des caisses Desjardins du Quebec | 58 | $10.1K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 60 | $10.5K | 0.00% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 61 | $10.6K | 0.01% | +61 | New |
| Principal Securities, Inc. | 74 | $12.9K | 0.00% | +74 | New |
| Naples Money Management LLC | 75 | $13.1K | 0.01% | +75 | New |
| Benjamin F. Edwards & Company, Inc. | 78 | $14.0K | 0.00% | +39+100.0% | Added |
| Smartleaf Asset Management LLC | 91 | $15.1K | 0.00% | +91 | New |
| Parallel Advisors, LLC | 89 | $15.5K | 0.00% | +6+7.2% | Added |
| Whittier Trust Co of Nevada Inc | 90 | $15.7K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 99 | $17.3K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 100 | $17.5K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 107 | $18.7K | 0.01% | −235−68.7% | Reduced |
| First United Bank Trust | 110 | $19.2K | 0.01% | +110 | New |
| Manchester Capital Management LLC | 112 | $19.5K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 117 | $19.7K | 0.01% | +117 | New |
| V-Square Quantitative Management LLC | 115 | $20.1K | 0.00% | +115 | New |
| Umb Bank N A | 135 | $23.6K | 0.00% | −28−17.2% | Reduced |
| Millburn Ridgefield Corp | 143 | $25.0K | 0.00% | −8−5.3% | Reduced |
| Catalyst Capital Advisors LLC | 143 | $25.0K | 0.00% | −8−5.3% | Reduced |
| Contravisory Investment Management, Inc. | 146 | $25.5K | 0.01% | +146 | New |
| Northwestern Mutual Wealth Management Co | 155 | $27.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 177 | $29.0K | 0.00% | +35+24.6% | Added |
| Spire Wealth Management | 175 | $29.7K | 0.00% | −179−50.6% | Reduced |
| Huntington National Bank | 186 | $32.5K | 0.00% | −320−63.2% | Reduced |
| LGT Financial Advisors LLC | 189 | $33.0K | 0.04% | 00.0% | Unchanged |
| National Bank of Canada | 200 | $34.1K | 0.00% | +200 | New |
| TD Private Client Wealth LLC | 200 | $34.9K | 0.00% | −1−0.5% | Reduced |
| Kelly Financial Services LLC | 200 | $34.9K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 218 | $36.0K | 0.00% | +75+52.4% | Added |
| Cohen & Steers, Inc. | 216 | $38.0K | 0.00% | −33−13.3% | Reduced |
| University of Texas/Texas Am Investment Managment Co | 223 | $38.9K | 0.01% | +223 | New |
| Quadrant Capital Group LLC | 248 | $43.3K | 0.00% | −91−26.8% | Reduced |
| Penserra Capital Management LLC | 267 | $46.0K | 0.00% | +6+2.3% | Added |
| First Horizon Advisors, Inc. | 270 | $47.1K | 0.00% | −34−11.2% | Reduced |
| Banque Cantonale Vaudoise | 284 | $50.0K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 289 | $50.4K | 0.02% | +289 | New |
| Lindbrook Capital, LLC | 303 | $52.9K | 0.01% | +26+9.4% | Added |
| Indiana Trust & Investment Management CO | 330 | $57.6K | 0.03% | 00.0% | Unchanged |
| Covestor Ltd | 359 | $63.0K | 0.04% | −213−37.2% | Reduced |
| Venturi Wealth Management, LLC | 362 | $63.2K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 400 | $69.8K | 0.00% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 400 | $69.8K | 0.01% | +400 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 403 | $70.3K | 0.00% | −169−29.5% | Reduced |
| Signaturefd, LLC | 417 | $72.8K | 0.00% | +4+1.0% | Added |
| AdvisorNet Financial, Inc | 422 | $73.6K | 0.01% | −194−31.5% | Reduced |
| Atticus Wealth Management, LLC | 454 | $79.2K | 0.03% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 465 | $81.1K | 0.03% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 482 | $84.1K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 487 | $85.0K | 0.00% | −41−7.8% | Reduced |
| C M Bidwell & Associates Ltd | 534 | $93.2K | 0.07% | +337+171.1% | Added |
| Colonial Trust Co | 600 | $104.7K | 0.02% | 00.0% | Unchanged |
| Quent Capital, LLC | 678 | $118.3K | 0.02% | +22+3.4% | Added |
| Acadian Asset Management LLC | 697 | $121.0K | 0.00% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 710 | $123.9K | 0.00% | +495+230.2% | Added |
| Essex Investment Management Co LLC | 746 | $130.2K | 0.03% | −5,377−87.8% | Reduced |
| Ostrum Asset Management | 751 | $131.1K | 0.01% | −1,236−62.2% | Reduced |
| Sunbelt Securities, Inc. | 790 | $137.9K | 0.02% | +7+0.9% | Added |
| Whittier Trust Co | 800 | $139.6K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 805 | $140.5K | 0.00% | −8,281−91.1% | Reduced |
| Arlington Trust Co LLC | 811 | $141.5K | 0.04% | +811 | New |
| KBC Group NV | 850 | $148.0K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 901 | $157.2K | 0.06% | −60−6.2% | Reduced |
| Simplex Trading, LLC | 1,028 | $179.0K | 0.01% | +1,028 | New |
| Glassman Wealth Services | 1,027 | $179.2K | 0.03% | 00.0% | Unchanged |
| Robeco Institutional Asset Management B.V. | 1,059 | $184.8K | 0.00% | −791−42.8% | Reduced |
| Nomura Asset Management Co Ltd | 1,071 | $186.9K | 0.00% | +841+365.7% | Added |
