| Moisand Fitzgerald Tamayo, LLC | 729 | $19.0K | 0.01% | +729 | New |
| CWM, LLC | 627 | $17.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 600 | $16.0K | 0.00% | +600 | New |
| Global Financial Private Client, LLC | 550 | $15.0K | 0.01% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 537 | $14.0K | 0.00% | +227+73.2% | Added |
| Trustcore Financial Services, LLC | 500 | $13.0K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 467 | $13.0K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 448 | $12.0K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 452 | $12.0K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 424 | $10.0K | 0.00% | −298−41.3% | Reduced |
| Versant Capital Management, Inc | 377 | $10.0K | 0.00% | −3−0.8% | Reduced |
| Lindbrook Capital, LLC | 320 | $9.00K | 0.00% | +163+103.8% | Added |
| Investors Asset Management of Georgia Inc | 328 | $9.00K | 0.00% | +328 | New |
| Patriot Financial Group Insurance Agency, LLC | 267 | $7.00K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 259 | $7.00K | 0.01% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 241 | $6.41K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 224 | $6.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 217 | $6.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 191 | $5.00K | 0.00% | −21−9.9% | Reduced |
| GHP Investment Advisors, Inc. | 175 | $5.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 185 | $5.00K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 165 | $5.00K | 0.00% | 00.0% | Unchanged |
| Heritage Financial Services, LLC | 194 | $5.00K | 0.00% | +194 | New |
| MV Capital Management, Inc. | 136 | $4.00K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 148 | $4.00K | 0.00% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 158 | $4.00K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 145 | $4.00K | 0.00% | +32+28.3% | Added |
| Tompkins Financial Corp | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 104 | $3.00K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 111 | $3.00K | 0.00% | −1−0.9% | Reduced |
| Parkside Financial Bank & Trust | 117 | $3.00K | 0.00% | +30+34.5% | Added |
| Brown Brothers Harriman & Co | 120 | $3.00K | 0.00% | +120 | New |
| Private Capital Group, LLC | 113 | $3.00K | 0.00% | +113 | New |
| Bell Investment Advisors, Inc | 105 | $3.00K | 0.00% | +105 | New |
| Global Retirement Partners, LLC | 87 | $2.00K | 0.00% | −40−31.5% | Reduced |
| Duncker Streett & Co Inc | 75 | $2.00K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 73 | $2.00K | 0.00% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 89 | $2.00K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 86 | $2.00K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 67 | $2.00K | 0.00% | +26+63.4% | Added |
| First Community Trust NA | 68 | $2.00K | 0.00% | +68 | New |
| Kozak & Associates, Inc. | 79 | $2.00K | 0.00% | +79 | New |
| Financial Perspectives, Inc | 39 | $1.04K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 45 | $1.00K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 24 | $1.00K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 49 | $1.00K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 52 | $1.00K | 0.00% | +10+23.8% | Added |
| Prestige Wealth Management Group LLC | 21 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co of South Dakota | 52 | $1.00K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 25 | $1.00K | 0.00% | −9−26.5% | Reduced |
| Tyler-Stone Wealth Management | 49 | $1.00K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 19 | $1.00K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 48 | $1.00K | 0.00% | +48 | New |
| Larson Financial Group LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 8 | $0 | 0.00% | +8 | New |
| Ronald Blue Trust, Inc. | 13 | $0 | 0.00% | +13 | New |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −181,700−100.0% | Sold out |
| EJF Capital LLC | 0 | $0 | 0.00% | −163,965−100.0% | Sold out |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −123,577−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −109,921−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −61,795−100.0% | Sold out |
| Jackson Creek Investment Advisors LLC | 0 | $0 | 0.00% | −39,164−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −27,824−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −24,740−100.0% | Sold out |
| CIBC Asset Management Inc | 0 | $0 | 0.00% | −19,349−100.0% | Sold out |
| Moody National Bank Trust Division | 0 | $0 | 0.00% | −17,082−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −16,600−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −14,084−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −12,200−100.0% | Sold out |
| Beacon Pointe Advisors, LLC | 0 | $0 | 0.00% | −11,540−100.0% | Sold out |
| Cypress Capital Group | 0 | $0 | 0.00% | −10,946−100.0% | Sold out |
| Penserra Capital Management LLC | 0 | $0 | 0.00% | −10,340−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −9,049−100.0% | Sold out |
| Profund Advisors LLC | 0 | $0 | 0.00% | −8,626−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −8,295−100.0% | Sold out |
| Exane Derivatives | 0 | $0 | 0.00% | −6,656−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −2,559−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −1,773−100.0% | Sold out |
| Farmers & Merchants Investments Inc | 0 | $0 | 0.00% | −474−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −307−100.0% | Sold out |
| Freedman Financial Associates, Inc. | 0 | $0 | 0.00% | −273−100.0% | Sold out |
| Spire Wealth Management | 0 | $0 | 0.00% | −288−100.0% | Sold out |
| Hantz Financial Services, Inc. | 0 | $0 | 0.00% | −188−100.0% | Sold out |
| Gemmer Asset Management LLC | 0 | $0 | 0.00% | −192−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −149−100.0% | Sold out |
| Bedel Financial Consulting, Inc. | 0 | $0 | 0.00% | −149−100.0% | Sold out |
| Capital Advisory Group Advisory Services, LLC | 0 | $0 | 0.00% | −149−100.0% | Sold out |
| Toronto Dominion Bank | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| First Horizon Advisors, Inc. | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| Parametric Portfolio Associates LLC | – | – | – | – | Not filed |
| Susquehanna Fundamental Investments, LLC | – | – | – | – | Not filed |
| Amalgamated Financial Corp. | – | – | – | – | Not filed |
| IndexIQ Advisors LLC | – | – | – | – | Not filed |
| Teachers Retirement System of the State of Kentucky | – | – | – | – | Not filed |
| American National Insurance Co | – | – | – | – | Not filed |
| Kings Point Capital Management | – | – | – | – | Not filed |