| WPG Advisers, LLC | 1 | $1.14K | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 1 | $1.14K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 1 | $1.14K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 1 | $1.14K | 0.00% | +1 | New |
| LRI Investments, LLC | 1 | $1.14K | 0.00% | +1 | New |
| Atlantic Trust, LLC | 1 | $1.14K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 1 | $1.14K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 1 | $1.14K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 1 | $1.14K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 2 | $2.28K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 2 | $2.28K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 2 | $2.28K | 0.00% | +1+100.0% | Added |
| Global Retirement Partners, LLC | 2 | $2.28K | 0.00% | +2 | New |
| Creative Capital Management Investments LLC | 2 | $2.28K | 0.00% | +2 | New |
| Fulcrum Asset Management LLP | 2 | $2.31K | 0.00% | +2 | New |
| Action Point Financial Planning, LLC | 3 | $3.42K | 0.00% | +3 | New |
| Farmers & Merchants Investments Inc | 3 | $3.42K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 3 | $3.42K | 0.00% | +3 | New |
| Northwestern Mutual Wealth Management Co | 4 | $4.57K | 0.00% | −3−42.9% | Reduced |
| Massmutual Trust Co FSB | 4 | $4.57K | 0.00% | −2−33.3% | Reduced |
| Retirement Wealth Solutions LLC | 4 | $4.57K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 4 | $4.57K | 0.00% | +1+33.3% | Added |
| CVA Family Office, LLC | 5 | $5.71K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 5 | $5.71K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 5 | $5.71K | 0.00% | +1+25.0% | Added |
| Hughes Financial Services, LLC | 5 | $5.71K | 0.00% | +4+400.0% | Added |
| NBH Bank | 5 | $5.71K | 0.00% | +5 | New |
| JFS Wealth Advisors, LLC | 6 | $6.85K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 6 | $6.85K | 0.00% | 00.0% | Unchanged |
| Manning & Napier Advisors LLC | 6 | $6.92K | 0.00% | +6 | New |
| Harbour Investments, Inc. | 8 | $9.13K | 0.00% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 8 | $9.13K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 8 | $9.13K | 0.00% | +4+100.0% | Added |
| Rossby Financial, LCC | 10 | $11.4K | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 10 | $11.4K | 0.01% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 10 | $11.4K | 0.00% | +2+25.0% | Added |
| Huntington National Bank | 10 | $11.4K | 0.00% | +10 | New |
| True Wealth Design, LLC | 10 | $11.4K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 11 | $12.6K | 0.00% | +7+175.0% | Added |
| Jones Financial Companies LLLP | 11 | $12.8K | 0.00% | −1−8.3% | Reduced |
| Los Angeles Capital Management LLC | 12 | $13.7K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 12 | $13.7K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 12 | $13.7K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 12 | $13.7K | 0.00% | +3+33.3% | Added |
| Essential Partners LLC | 14 | $16.0K | 0.01% | 00.0% | Unchanged |
| Optiver Holding B.V. | 15 | $17.1K | 0.00% | +2+15.4% | Added |
| Umb Bank N A | 21 | $24.0K | 0.00% | −1−4.5% | Reduced |
| Keating Financial Advisory Services, Inc. | 21 | $24.0K | 0.00% | +5+31.3% | Added |
| Kemnay Advisory Services Inc. | 23 | $26.3K | 0.00% | +5+27.8% | Added |
| Penserra Capital Management LLC | 28 | $31.0K | 0.00% | +28 | New |
| Rothschild Investment LLC | 28 | $32.0K | 0.00% | −6−17.6% | Reduced |
| GAMMA Investing LLC | 33 | $37.7K | 0.00% | +3+10.0% | Added |
| Versant Capital Management, Inc | 33 | $37.7K | 0.00% | +13+65.0% | Added |
| Harbor Capital Advisors, Inc. | 34 | $39.0K | 0.00% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 35 | $40.0K | 0.00% | −8−18.6% | Reduced |
| Nomura Asset Management Co Ltd | 38 | $43.4K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 40 | $45.7K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 41 | $46.8K | 0.00% | −1−2.4% | Reduced |
| Daiwa Securities Group Inc. | 43 | $49.1K | 0.00% | −21−32.8% | Reduced |
| IFP Advisors, Inc | 43 | $49.1K | 0.00% | −1−2.3% | Reduced |
| Cullen/Frost Bankers, Inc. | 45 | $51.4K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 50 | $57.1K | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 50 | $57.1K | 0.02% | 00.0% | Unchanged |
| Covestor Ltd | 55 | $64.0K | 0.04% | 00.0% | Unchanged |
| Bessemer Group Inc | 57 | $65.0K | 0.00% | 00.0% | Unchanged |
| Adkins Seale Capital Management LLC | 61 | $69.6K | 0.06% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 64 | $73.1K | 0.00% | −443−87.4% | Reduced |
| Public Employees Retirement System of Ohio | 79 | $90.2K | 0.00% | +4+5.3% | Added |
| Allworth Financial LP | 81 | $92.5K | 0.00% | +5+6.6% | Added |
| Nisa Investment Advisors, LLC | 98 | $111.9K | 0.00% | +60+157.9% | Added |
| Hantz Financial Services, Inc. | 99 | $113.0K | 0.00% | +26+35.6% | Added |
| STRS Ohio | 100 | $114.1K | 0.00% | 00.0% | Unchanged |
| McMillan Office, Inc. | 100 | $114.1K | 0.01% | 00.0% | Unchanged |
| TFC Financial Management | 103 | $117.6K | 0.01% | +103 | New |
| Whittier Trust Co | 100 | $118.4K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 107 | $122.0K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 110 | $125.6K | 0.00% | +47+74.6% | Added |
| Smartleaf Asset Management LLC | 109 | $125.8K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 112 | $127.8K | 0.00% | +2+1.8% | Added |
| Atlantic Union Bankshares Corp | 126 | $143.8K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 143 | $162.9K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 144 | $164.4K | 0.00% | +19+15.2% | Added |
| EverSource Wealth Advisors, LLC | 149 | $170.1K | 0.01% | −61−29.0% | Reduced |
| Westport Asset Management Inc | 150 | $171.2K | 0.07% | 00.0% | Unchanged |
| Costello Asset Management, INC | 168 | $191.8K | 0.06% | +1+0.6% | Added |
| Spinnaker Trust | 176 | $200.9K | 0.01% | +176 | New |
| RSM US Wealth Management LLC | 177 | $202.0K | 0.00% | +177 | New |
| WealthPLAN Partners, LLC | 178 | $203.2K | 0.04% | +178 | New |
| Captrust Financial Advisors | 180 | $205.5K | 0.00% | +180 | New |
| Coldstream Capital Management Inc | 192 | $219.2K | 0.00% | −2−1.0% | Reduced |
| HighTower Advisors, LLC | 192 | $219.3K | 0.00% | +192 | New |
| Colony Group, LLC | 193 | $220.3K | 0.00% | −178−48.0% | Reduced |
| Brevan Howard Capital Management LP | 194 | $221.4K | 0.00% | −130−40.1% | Reduced |
| Susquehanna International Group, LLP | 195 | $222.6K | 0.00% | −947−82.9% | Reduced |
| Warren Averett Asset Management, LLC | 197 | $224.9K | 0.00% | +3+1.5% | Added |
| Swiss Life Asset Management Ltd | 198 | $226.0K | 0.00% | −150−43.1% | Reduced |
| Live Oak Private Wealth LLC | 200 | $228.3K | 0.03% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 201 | $229.4K | 0.00% | −137−40.5% | Reduced |
| Lexington Hill Partners, LLC | 201 | $229.4K | 0.11% | 00.0% | Unchanged |
| Baron Wealth Management LLC | 206 | $235.2K | 0.06% | −2−1.0% | Reduced |