| Huntington National Bank | 1 | $446 | 0.00% | −15−93.8% | Reduced |
| Global Financial Private Client, LLC | 1 | $446 | 0.00% | +1 | New |
| GeoWealth Management, LLC | 2 | $892 | 0.00% | −1−33.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 2 | $892 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 2 | $892 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 2 | $893 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 2 | $893 | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 2 | $893 | 0.00% | +2 | New |
| Picton Mahoney Asset Management | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Van Hulzen Asset Management, LLC | 3 | $1.34K | 0.00% | +3 | New |
| Caitong International Asset Management Co., Ltd | 3 | $1.34K | 0.00% | +3 | New |
| Millstone Evans Group, LLC | 3 | $1.34K | 0.00% | +3 | New |
| Massmutual Trust Co FSB | 4 | $1.78K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 4 | $1.78K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 4 | $1.78K | 0.00% | +4 | New |
| Cornerstone Planning Group LLC | 4 | $1.89K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 5 | $2.23K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 5 | $2.23K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 5 | $2.23K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 5 | $2.23K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 5 | $2.23K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 5 | $2.23K | 0.00% | +5 | New |
| JFS Wealth Advisors, LLC | 5 | $2.23K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 6 | $2.68K | 0.00% | +6 | New |
| Farther Finance Advisors, LLC | 8 | $3.57K | 0.00% | −95−92.2% | Reduced |
| Sterling Capital Management LLC | 8 | $3.57K | 0.00% | −1−11.1% | Reduced |
| Rothschild Investment LLC | 8 | $3.57K | 0.00% | +2+33.3% | Added |
| SBI Securities Co., Ltd. | 9 | $4.02K | 0.00% | +9 | New |
| True Wealth Design, LLC | 9 | $4.02K | 0.00% | +9 | New |
| Lindbrook Capital, LLC | 11 | $4.91K | 0.00% | −1−8.3% | Reduced |
| Private Wealth Management Group, LLC | 11 | $4.91K | 0.00% | 00.0% | Unchanged |
| Avalon Trust Co | 12 | $5.36K | 0.00% | +12 | New |
| Hemington Wealth Management | 16 | $7.00K | 0.00% | +3+23.1% | Added |
| EverSource Wealth Advisors, LLC | 16 | $7.14K | 0.00% | +3+23.1% | Added |
| Umb Bank N A | 18 | $8.03K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 19 | $8.48K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 20 | $8.93K | 0.00% | +5+33.3% | Added |
| Ronald Blue Trust, Inc. | 23 | $10.3K | 0.00% | −167−87.9% | Reduced |
| Hollencrest Capital Management | 25 | $11.2K | 0.00% | 00.0% | Unchanged |
| Promethos Capital, LLC | 25 | $11.2K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 30 | $13.4K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 33 | $14.7K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 34 | $15.2K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 35 | $15.6K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 36 | $16.1K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 41 | $18.3K | 0.00% | −1−2.4% | Reduced |
| Mountain Hill Investment Partners Corp. | 50 | $22.3K | 0.02% | +50 | New |
| Live Oak Investment Partners | – | $25.9K | 0.02% | – | – |
| Parallel Advisors, LLC | 68 | $30.3K | 0.00% | 00.0% | Unchanged |
| Natixis | 84 | $37.5K | 0.00% | −900−91.5% | Reduced |
| Trivant Custom Portfolio Group, LLC | 90 | $40.2K | 0.02% | 00.0% | Unchanged |
| CWM, LLC | 109 | $49.0K | 0.00% | +3+2.8% | Added |
| Public Employees Retirement System of Ohio | 128 | $57.1K | 0.00% | −5−3.8% | Reduced |
| McClarren Financial Advisors, Inc. | 953 | $60.0K | 0.17% | +953 | New |
| Mather Group, LLC. | 142 | $63.4K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 150 | $66.9K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 151 | $67.0K | 0.00% | +151 | New |
| Smartleaf Asset Management LLC | 161 | $71.9K | 0.01% | +128+387.9% | Added |
| Quadrant Capital Group LLC | 191 | $85.2K | 0.01% | −5−2.6% | Reduced |
| Covestor Ltd | 201 | $90.0K | 0.06% | −36−15.2% | Reduced |
| Financial Management Professionals, Inc. | 224 | $100.0K | 0.01% | −122−35.3% | Reduced |
| GAMMA Investing LLC | 318 | $141.9K | 0.01% | +42+15.2% | Added |
| KBC Group NV | 330 | $147.0K | 0.00% | +86+35.2% | Added |
| Lazard Asset Management LLC | 345 | $153.0K | 0.00% | −8−2.3% | Reduced |
| Fifth Third Bancorp | 383 | $170.9K | 0.00% | +3+0.8% | Added |
| Shell Asset Management Co | 410 | $183.0K | 0.01% | −1−0.2% | Reduced |
| Vestcor Inc | 432 | $193.0K | 0.01% | 00.0% | Unchanged |
| ClearAlpha Technologies LP | 457 | $203.9K | 0.18% | +457 | New |
| Avanza Fonder AB | 472 | $210.6K | 0.01% | +472 | New |
| EntryPoint Capital, LLC | 475 | $212.0K | 0.09% | −195−29.1% | Reduced |
| Burney Co | 475 | $212.0K | 0.01% | 00.0% | Unchanged |
| New Age Alpha Advisors, LLC | 482 | $215.1K | 0.01% | +482 | New |
| Coldstream Capital Management Inc | 485 | $216.4K | 0.00% | −12−2.4% | Reduced |
| Tower Research Capital LLC (TRC) | 490 | $218.7K | 0.00% | +181+58.6% | Added |
| M&T Bank Corp | 494 | $220.4K | 0.00% | −15−2.9% | Reduced |
| ISAM Funds (UK) Ltd | 497 | $221.8K | 0.17% | +11+2.3% | Added |
| State Board of Administration of Florida Retirement System | 520 | $232.0K | 0.00% | 00.0% | Unchanged |
| Summit Global Investments | 530 | $237.0K | 0.01% | +530 | New |
| Evergreen Capital Management LLC | 533 | $237.8K | 0.01% | +5+0.9% | Added |
| Verus Capital Partners, LLC | 545 | $243.2K | 0.02% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 548 | $244.5K | 0.00% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 556 | $248.1K | 0.04% | −148−21.0% | Reduced |
| Kingswood Wealth Advisors, LLC | 570 | $254.4K | 0.02% | +570 | New |
| Xponance, Inc. | 596 | $266.0K | 0.00% | +51+9.4% | Added |
| Squarepoint Ops LLC | 598 | $266.8K | 0.00% | +598 | New |
| Canada Pension Plan Investment Board | 600 | $267.7K | 0.00% | +500+500.0% | Added |
| Stephens Inc | 606 | $270.4K | 0.00% | 00.0% | Unchanged |
| Envestnet Portfolio Solutions, Inc. | 614 | $274.0K | 0.00% | +2+0.3% | Added |
| The PNC Financial Services Group, Inc. | 617 | $275.3K | 0.00% | +17+2.8% | Added |
| Crossmark Global Holdings, Inc. | 622 | $277.0K | 0.01% | +138+28.5% | Added |
| Penserra Capital Management LLC | 658 | $293.0K | 0.01% | −216−24.7% | Reduced |
| Commonwealth Equity Services, LLC | 691 | $308.0K | 0.00% | +691 | New |
| D. E. Shaw & Co., Inc. | 699 | $311.9K | 0.00% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 720 | $321.4K | 0.00% | +55+8.3% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 752 | $335.6K | 0.00% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 763 | $340.5K | 0.00% | +60+8.5% | Added |
| CIBC World Markets Corp | 774 | $345.4K | 0.00% | +774 | New |
| Lido Advisors, LLC | 784 | $349.8K | 0.00% | +197+33.6% | Added |
| Spears Abacus Advisors LLC | 791 | $353.0K | 0.01% | 00.0% | Unchanged |