| SEB Asset Management AB | 386 | $283.6K | 0.00% | −114−22.8% | Reduced |
| Fox Run Management, L.L.C. | 386 | $283.6K | 0.05% | +386 | New |
| Rockefeller Capital Management L.P. | 386 | $283.6K | 0.00% | +48+14.2% | Added |
| Kestra Advisory Services, LLC | 385 | $282.8K | 0.00% | +385 | New |
| MML Investors Services, LLC | 383 | $281.4K | 0.00% | +383 | New |
| Chicago Partners Investment Group LLC | 409 | $271.5K | 0.01% | +409 | New |
| Ethic Inc. | 367 | $269.6K | 0.00% | −21,290−98.3% | Reduced |
| Scientech Research LLC | 366 | $268.9K | 0.22% | +366 | New |
| Bartlett & Co. Wealth Management LLC | 361 | $265.2K | 0.00% | +361 | New |
| Nisa Investment Advisors, LLC | 352 | $258.6K | 0.00% | −53−13.1% | Reduced |
| DRW Securities, LLC | 341 | $250.5K | 0.01% | +341 | New |
| Ronald Blue Trust, Inc. | 336 | $246.8K | 0.00% | −1−0.3% | Reduced |
| PUREfi Wealth, LLC | 332 | $243.9K | 0.13% | +332 | New |
| Nykredit A/S | 331 | $243.2K | 0.00% | +331 | New |
| Concentric Capital Strategies, LP | 327 | $240.2K | 0.01% | +327 | New |
| Ausbil Investment Management Ltd | 343 | $240.1K | 0.11% | −151−30.6% | Reduced |
| Prosperity Financial Group, Inc. | 325 | $238.8K | 0.07% | +325 | New |
| Claret Asset Management Corp | 311 | $229.0K | 0.02% | +311 | New |
| M&T Bank Corp | 306 | $224.0K | 0.00% | +306 | New |
| KBC Group NV | 303 | $223.0K | 0.00% | 00.0% | Unchanged |
| Brookstone Capital Management | 300 | $220.4K | 0.00% | +300 | New |
| Camarda Financial Advisors, LLC | 295 | $216.7K | 0.07% | +295 | New |
| Oppenheimer Asset Management Inc. | 294 | $216.0K | 0.00% | +294 | New |
| Sun Group Wealth Partners | 290 | $213.1K | 0.15% | +290 | New |
| Wedbush Securities Inc | 290 | $213.0K | 0.01% | +290 | New |
| Dutch Asset Corp | 281 | $207.1K | 0.10% | +281 | New |
| BTG Pactual Asset Management US LLC | 280 | $205.7K | 0.02% | +280 | New |
| Smartleaf Asset Management LLC | 280 | $202.4K | 0.01% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 269 | $197.6K | 0.05% | +268+26,800.0% | Added |
| New York State Teachers Retirement System | 261 | $192.0K | 0.00% | +261 | New |
| Pinnacle Wealth Planning Services, Inc. | 256 | $188.1K | 0.02% | −35−12.0% | Reduced |
| GAMMA Investing LLC | 252 | $185.1K | 0.01% | −1−0.4% | Reduced |
| Catalyst Capital Advisors LLC | 220 | $161.6K | 0.00% | 00.0% | Unchanged |
| STRS Ohio | 184 | $135.2K | 0.00% | −2,616−93.4% | Reduced |
| SBI Securities Co., Ltd. | 174 | $127.8K | 0.00% | +17+10.8% | Added |
| Smithfield Trust Co | 170 | $125.0K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 154 | $113.1K | 0.00% | +147+2,100.0% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 139 | $102.1K | 0.00% | −22−13.7% | Reduced |
| Larson Financial Group LLC | 134 | $98.4K | 0.00% | −38−22.1% | Reduced |
| Silvant Capital Management LLC | 125 | $91.8K | 0.00% | +125 | New |
| Harvest Fund Management Co., Ltd | 115 | $84.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 111 | $81.5K | 0.00% | +75+208.3% | Added |
| National Bank of Canada | 107 | $78.4K | 0.00% | +69+181.6% | Added |
| Versant Capital Management, Inc | 106 | $77.9K | 0.01% | +1+1.0% | Added |
| Caitong International Asset Management Co., Ltd | 81 | $59.5K | 0.01% | −362−81.7% | Reduced |
| Harbor Investment Advisory, LLC | 75 | $55.1K | 0.00% | +75 | New |
| US Bancorp | 68 | $50.0K | 0.00% | −150−68.8% | Reduced |
| Parallel Advisors, LLC | 67 | $49.2K | 0.00% | +5+8.1% | Added |
| Signaturefd, LLC | 67 | $49.2K | 0.00% | +12+21.8% | Added |
| Global Retirement Partners, LLC | 66 | $48.5K | 0.00% | +66 | New |
| IFP Advisors, Inc | 59 | $43.3K | 0.00% | −234−79.9% | Reduced |
| True Wealth Design, LLC | 59 | $43.3K | 0.01% | −2−3.3% | Reduced |
| Sterling Capital Management LLC | 58 | $42.6K | 0.00% | −1−1.7% | Reduced |
| Macquarie Group Ltd | 57 | $41.9K | 0.00% | +57 | New |
| Spire Wealth Management | 56 | $41.1K | 0.00% | −1−1.8% | Reduced |
| Northwestern Mutual Wealth Management Co | 54 | $39.7K | 0.00% | +14+35.0% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 51 | $37.0K | 0.01% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 44 | $32.0K | 0.00% | −2−4.3% | Reduced |
| Toth Financial Advisory Corp | 40 | $29.4K | 0.00% | +17+73.9% | Added |
| Salem Investment Counselors Inc | 35 | $25.7K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 35 | $25.7K | 0.00% | −22−38.6% | Reduced |
| Allworth Financial LP | 34 | $25.0K | 0.00% | +15+78.9% | Added |
| J.Safra Asset Management Corp | 34 | $25.0K | 0.00% | −2−5.6% | Reduced |
| Whittier Trust Co of Nevada Inc | 38 | $23.2K | 0.00% | −9−19.1% | Reduced |
| EverSource Wealth Advisors, LLC | 31 | $22.8K | 0.00% | −47−60.3% | Reduced |
| Silver Grove Financial Group, Inc. | 31 | $22.8K | 0.01% | +31 | New |
| Rothschild Investment LLC | 30 | $22.0K | 0.00% | −5−14.3% | Reduced |
| Contravisory Investment Management, Inc. | 26 | $19.1K | 0.00% | +26 | New |
| CVA Family Office, LLC | 23 | $16.9K | 0.00% | +1+4.5% | Added |
| Fortitude Family Office, LLC | 23 | $16.9K | 0.00% | +1+4.5% | Added |
| Signature Equity Partners, LLC | 22 | $16.2K | 0.01% | −11−33.3% | Reduced |
| Essential Partners LLC | 22 | $16.2K | 0.01% | +1+4.8% | Added |
| TD Waterhouse Canada Inc. | 23 | $16.1K | 0.00% | −3−11.5% | Reduced |
| LRI Investments, LLC | 19 | $14.0K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 19 | $14.0K | 0.00% | +5+35.7% | Added |
| Private Trust Co NA | 18 | $13.2K | 0.00% | −1−5.3% | Reduced |
| Basecamp Wealth Advisors LLC | 18 | $13.2K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 17 | $12.5K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 16 | $12.0K | 0.00% | +16 | New |
| Assetmark, Inc | 14 | $10.3K | 0.00% | +2+16.7% | Added |
| Covestor Ltd | 13 | $10.0K | 0.01% | −26−66.7% | Reduced |
| Bessemer Group Inc | 13 | $10.0K | 0.00% | +8+160.0% | Added |
| Brown Brothers Harriman & Co | 13 | $9.55K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 10 | $7.34K | 0.00% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 9 | $6.61K | 0.00% | +9 | New |
| Aventura Private Wealth, LLC | 8 | $5.88K | 0.00% | −7−46.7% | Reduced |
| McMillan Office, Inc. | 8 | $5.88K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 7 | $5.14K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 7 | $5.14K | 0.00% | +2+40.0% | Added |
| Bell Investment Advisors, Inc | 6 | $4.41K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 6 | $4.41K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 5 | $3.67K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 5 | $3.67K | 0.00% | +1+25.0% | Added |
| WPG Advisers, LLC | 5 | $3.67K | 0.00% | +2+66.7% | Added |
| SHP Wealth Management | 4 | $2.94K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 4 | $2.94K | 0.00% | +3+300.0% | Added |
| UMA Financial Services, Inc. | 4 | $2.94K | 0.00% | +4 | New |
| Creative Capital Management Investments LLC | 4 | $2.94K | 0.00% | +4 | New |
| Westfuller Advisors, LLC | 3 | $2.53K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 3 | $2.20K | 0.00% | 00.0% | Unchanged |
