| Mutual of America Capital Management LLC | 1,228 | $235.4K | 0.00% | +25+2.1% | Added |
| Contravisory Investment Management, Inc. | 1,205 | $231.0K | 0.05% | +1,205 | New |
| CIBC Asset Management Inc | 1,147 | $219.9K | 0.00% | +1,147 | New |
| CAPROCK Group, Inc. | 1,097 | $210.3K | 0.00% | +1,097 | New |
| Bank of Montreal | 1,079 | $206.7K | 0.00% | +1,079 | New |
| GAMMA Investing LLC | 915 | $175.4K | 0.01% | −4−0.4% | Reduced |
| Ameritas Investment Partners, Inc. | 894 | $171.4K | 0.01% | +55+6.6% | Added |
| Nisa Investment Advisors, LLC | 820 | $157.2K | 0.00% | −19−2.3% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 756 | $144.9K | 0.02% | +756 | New |
| Rockefeller Capital Management L.P. | 646 | $123.8K | 0.00% | +582+909.4% | Added |
| Caitong International Asset Management Co., Ltd | 627 | $120.2K | 0.03% | +516+464.9% | Added |
| The PNC Financial Services Group, Inc. | 596 | $114.3K | 0.00% | −3−0.5% | Reduced |
| EverSource Wealth Advisors, LLC | 558 | $107.0K | 0.00% | +236+73.3% | Added |
| Caldwell Trust Co | 544 | $104.3K | 0.01% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 535 | $102.6K | 0.00% | +535 | New |
| Signaturefd, LLC | 533 | $102.2K | 0.00% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 501 | $96.0K | 0.00% | −596−54.3% | Reduced |
| KBC Group NV | 445 | $85.0K | 0.00% | +445 | New |
| Meeder Asset Management Inc | 410 | $78.6K | 0.00% | +410 | New |
| Optima Capital LLC | 409 | $78.3K | 0.03% | +409 | New |
| Westside Investment Management, Inc. | 252 | $46.3K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 235 | $45.0K | 0.00% | −262−52.7% | Reduced |
| Signature Equity Partners, LLC | 202 | $38.8K | 0.02% | +202 | New |
| Farther Finance Advisors, LLC | 184 | $35.3K | 0.00% | +71+62.8% | Added |
| US Bancorp | 163 | $31.2K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 161 | $30.9K | 0.00% | +135+519.2% | Added |
| Quent Capital, LLC | 160 | $30.7K | 0.00% | +32+25.0% | Added |
| Torren Management, LLC | 136 | $26.1K | 0.01% | +136 | New |
| Smartleaf Asset Management LLC | 125 | $23.9K | 0.00% | +2+1.6% | Added |
| Essential Partners LLC | 122 | $23.4K | 0.01% | 00.0% | Unchanged |
| McGuire Capital Advisors Inc | 120 | $23.0K | 0.01% | +120 | New |
| IFP Advisors, Inc | 110 | $21.1K | 0.00% | +34+44.7% | Added |
| Fifth Third Bancorp | 77 | $14.8K | 0.00% | +4+5.5% | Added |
| Sterling Capital Management LLC | 69 | $13.2K | 0.00% | +44+176.0% | Added |
| Aster Capital Management (DIFC) Ltd | 68 | $13.0K | 0.01% | −163−70.6% | Reduced |
| Harbor Capital Advisors, Inc. | 63 | $12.0K | 0.00% | −1−1.6% | Reduced |
| Hantz Financial Services, Inc. | 62 | $12.0K | 0.00% | +54+675.0% | Added |
| Salomon & Ludwin, LLC | 62 | $11.3K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 53 | $10.2K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 53 | $10.2K | 0.00% | +3+6.0% | Added |
| Covestor Ltd | 50 | $10.0K | 0.01% | −23−31.5% | Reduced |
| Umb Bank N A | 49 | $9.39K | 0.00% | +5+11.4% | Added |
| Rothschild Investment LLC | 45 | $8.63K | 0.00% | +4+9.8% | Added |
| Bogart Wealth, LLC | 35 | $6.71K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 34 | $6.52K | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 33 | $6.33K | 0.00% | +33 | New |
| Vermillion & White Wealth Management Group, LLC | 29 | $5.56K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 27 | $5.18K | 0.00% | +4+17.4% | Added |
| SBI Securities Co., Ltd. | 18 | $3.45K | 0.00% | −56−75.7% | Reduced |
| Colonial Trust Co | 17 | $3.30K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 18 | $3.17K | 0.00% | +18 | New |
| Clearstead Advisors, LLC | 16 | $3.07K | 0.00% | −29−64.4% | Reduced |
| SRS Capital Advisors, Inc. | 15 | $2.88K | 0.00% | −4,518−99.7% | Reduced |
| WPG Advisers, LLC | 11 | $2.11K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 9 | $1.73K | 0.00% | −114−92.7% | Reduced |
| Cullen/Frost Bankers, Inc. | 8 | $1.53K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 8 | $1.53K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 8 | $1.53K | 0.00% | +8 | New |
| Capital Advisors, Ltd. LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 5 | $959 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 5 | $959 | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 5 | $958 | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 5 | $958 | 0.00% | +5 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 4 | $767 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 4 | $767 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 4 | $767 | 0.00% | +4 | New |
| Fortitude Family Office, LLC | 3 | $575 | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 3 | $575 | 0.00% | +3 | New |
| Keating Financial Advisory Services, Inc. | 3 | $575 | 0.00% | +3 | New |
| Northwestern Mutual Wealth Management Co | 2 | $383 | 0.00% | 00.0% | Unchanged |
| Ankerstar Wealth, LLC | 2 | $383 | 0.00% | +2 | New |
| Huntington National Bank | 1 | $192 | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 1 | $192 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $192 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 1 | $192 | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 1 | $192 | 0.00% | +1 | New |
| Flagship Harbor Advisors, LLC | 1 | $192 | 0.00% | +1 | New |
| Gilpin Wealth Management, LLC | 1 | $192 | 0.00% | +1 | New |
| Godfrey Financial Associates, Inc. | 1 | $192 | 0.00% | +1 | New |
| Millennium Management LLC | 0 | $0 | 0.00% | −48,850−100.0% | Sold out |
| Wasatch Advisors Inc | 0 | $0 | 0.00% | −45,538−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −43,903−100.0% | Sold out |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −20,470−100.0% | Sold out |
| EAM Investors, LLC | 0 | $0 | 0.00% | −13,740−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −12,311−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −9,000−100.0% | Sold out |
| Amundi | 0 | $0 | 0.00% | −7,730−100.0% | Sold out |
| CWM Advisors, LLC | 0 | $0 | 0.00% | −5,774−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −5,646−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −3,614−100.0% | Sold out |
| Exit Wealth Advisors, LLC. | 0 | $0 | 0.00% | −2,619−100.0% | Sold out |
| Oppenheimer & Co Inc | 0 | $0 | 0.00% | −2,495−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −2,058−100.0% | Sold out |
| ISAM Funds (UK) Ltd | 0 | $0 | 0.00% | −1,634−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −1,563−100.0% | Sold out |
| O'Shaughnessy Asset Management, LLC | 0 | $0 | 0.00% | −1,496−100.0% | Sold out |
| Pathstone Holdings, LLC | 0 | $0 | 0.00% | −1,267−100.0% | Sold out |
| Longboard Asset Management, LP | 0 | $0 | 0.00% | −1,131−100.0% | Sold out |
| We Are One Seven, LLC | 0 | $0 | 0.00% | −1,118−100.0% | Sold out |
| Global Retirement Partners, LLC | 0 | $0 | 0.00% | −653−100.0% | Sold out |
