| Avion Wealth | 7 | $0 | 0.00% | +7 | New |
| Evolution Advisers, Inc. | 2 | $0 | 0.00% | +2 | New |
| Davis Capital Management | 1 | $73 | 0.00% | +1 | New |
| Action Point Financial Planning, LLC | 1 | $73 | 0.00% | +1 | New |
| Abound Wealth Management | 1 | $74 | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 2 | $147 | 0.00% | −13−86.7% | Reduced |
| JFS Wealth Advisors, LLC | 2 | $147 | 0.00% | −1−33.3% | Reduced |
| Quarry LP | 2 | $147 | 0.00% | +2 | New |
| Buck Wealth Strategies, LLC | 2 | $147 | 0.00% | +2 | New |
| Gilpin Wealth Management, LLC | 2 | $147 | 0.00% | +2 | New |
| Harbour Investments, Inc. | 3 | $220 | 0.00% | −6−66.7% | Reduced |
| Trust Co | 3 | $220 | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 3 | $221 | 0.00% | +3 | New |
| Investors Portfolio Services LLC | 5 | $367 | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 6 | $441 | 0.00% | +6 | New |
| Cornerstone Financial Management LLC | 6 | $441 | 0.00% | +6 | New |
| Jones Financial Companies LLLP | 6 | $455 | 0.00% | −110−94.8% | Reduced |
| Fortitude Family Office, LLC | 7 | $514 | 0.00% | −18−72.0% | Reduced |
| Hughes Financial Services, LLC | 7 | $514 | 0.00% | +1+16.7% | Added |
| Larson Financial Group LLC | 7 | $514 | 0.00% | +7 | New |
| UMA Financial Services, Inc. | 7 | $515 | 0.00% | +7 | New |
| Huntington National Bank | 9 | $661 | 0.00% | +2+28.6% | Added |
| Farmers & Merchants Investments Inc | 10 | $735 | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 10 | $735 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 10 | $735 | 0.00% | +10 | New |
| Manning & Napier Advisors LLC | 11 | $813 | 0.00% | +11 | New |
| SBI Securities Co., Ltd. | 12 | $881 | 0.00% | −3−20.0% | Reduced |
| Kilter Group LLC | 13 | $955 | 0.00% | +13 | New |
| Wealth Enhancement Trust Services, Inc. | 13 | $955 | 0.00% | +13 | New |
| Fulcrum Asset Management LLP | 13 | $961 | 0.00% | +13 | New |
| Keating Financial Advisory Services, Inc. | 16 | $1.18K | 0.00% | +13+433.3% | Added |
| Ancora Advisors, LLC | 18 | $1.32K | 0.00% | −11−37.9% | Reduced |
| Manchester Capital Management LLC | 18 | $1.32K | 0.00% | +18 | New |
| Basecamp Wealth Advisors LLC | 20 | $1.47K | 0.00% | −10−33.3% | Reduced |
| Whittier Trust Co of Nevada Inc | 23 | $1.77K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 32 | $2.00K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 28 | $2.06K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 30 | $2.20K | 0.00% | −102−77.3% | Reduced |
| Delta Asset Management LLC | 31 | $2.28K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 38 | $2.79K | 0.00% | +31+442.9% | Added |
| Clearstead Advisors, LLC | 47 | $3.45K | 0.00% | +47 | New |
| Salomon & Ludwin, LLC | 89 | $6.75K | 0.00% | +46+107.0% | Added |
| Optiver Holding B.V. | 92 | $6.76K | 0.00% | +92 | New |
| Whittier Trust Co | 91 | $6.90K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 100 | $7.34K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 111 | $8.15K | 0.00% | −31−21.8% | Reduced |
| Harbor Capital Advisors, Inc. | 123 | $9.00K | 0.00% | −19−13.4% | Reduced |
| SJS Investment Consulting Inc. | 123 | $9.04K | 0.00% | +99+412.5% | Added |
| Umb Bank N A | 189 | $13.9K | 0.00% | +86+83.5% | Added |
| Rothschild Investment LLC | 217 | $15.9K | 0.00% | +107+97.3% | Added |
| Caitong International Asset Management Co., Ltd | 285 | $20.9K | 0.00% | +285 | New |
| Sterling Capital Management LLC | 307 | $22.5K | 0.00% | +209+213.3% | Added |
| IFP Advisors, Inc | 318 | $23.4K | 0.00% | −11−3.3% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 320 | $23.5K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 371 | $27.3K | 0.01% | +256+222.6% | Added |
| Versant Capital Management, Inc | 406 | $29.8K | 0.00% | −275−40.4% | Reduced |
| Smartleaf Asset Management LLC | 420 | $31.1K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 447 | $32.9K | 0.00% | +198+79.5% | Added |
| Public Employees Retirement System of Ohio | 451 | $33.1K | 0.00% | +79+21.2% | Added |
| Farther Finance Advisors, LLC | 464 | $34.1K | 0.00% | +325+233.8% | Added |
| Newbridge Financial Services Group, Inc. | 475 | $34.9K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 529 | $38.9K | 0.00% | +374+241.3% | Added |
| Hantz Financial Services, Inc. | 526 | $39.0K | 0.00% | +92+21.2% | Added |
| EverSource Wealth Advisors, LLC | 551 | $40.5K | 0.00% | −110−16.6% | Reduced |
| Allworth Financial LP | 645 | $47.4K | 0.00% | +313+94.3% | Added |
| KBC Group NV | 677 | $50.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 706 | $52.0K | 0.03% | +113+19.1% | Added |
| Northwestern Mutual Wealth Management Co | 718 | $52.7K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 780 | $57.3K | 0.01% | +631+423.5% | Added |
| Quantbot Technologies LP | 835 | $61.3K | 0.00% | −8,000−90.5% | Reduced |
| Rockefeller Capital Management L.P. | 891 | $65.4K | 0.00% | −62−6.5% | Reduced |
| Nykredit A/S | 932 | $68.5K | 0.00% | +932 | New |
| Signaturefd, LLC | 982 | $72.1K | 0.00% | +112+12.9% | Added |
| Ameritas Investment Partners, Inc. | 1,297 | $95.3K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,509 | $110.8K | 0.00% | +301+24.9% | Added |
| US Bancorp | 1,798 | $132.1K | 0.00% | −3,416−65.5% | Reduced |
| Bard Associates Inc | 1,800 | $133.7K | 0.03% | 00.0% | Unchanged |
| GAMMA Investing LLC | 1,940 | $142.5K | 0.01% | +768+65.5% | Added |
| Public Employees Retirement Association of Colorado | 2,043 | $150.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 2,255 | $165.6K | 0.00% | +2,050+1,000.0% | Added |
| Ensign Peak Advisors, Inc | 2,329 | $171.1K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 2,314 | $171.7K | 0.00% | +959+70.8% | Added |
| Global Retirement Partners, LLC | 2,443 | $179.4K | 0.00% | +2,443 | New |
| Kathmere Capital Management, LLC | 2,800 | $205.7K | 0.01% | 00.0% | Unchanged |
| Voya Investment Management LLC | 3,009 | $221.0K | 0.00% | +334+12.5% | Added |
| Merit Financial Group, LLC | 3,208 | $235.6K | 0.00% | +3,208 | New |
| Sovereign's Capital Management, LLC | 3,211 | $235.8K | 0.16% | −70−2.1% | Reduced |
| Beacon Pointe Advisors, LLC | 3,231 | $237.3K | 0.00% | −31−1.0% | Reduced |
| Empirical Asset Management, LLC | 3,292 | $241.8K | 0.05% | +3,292 | New |
| Vise Technologies, Inc. | 3,303 | $242.6K | 0.00% | −1,653−33.4% | Reduced |
| Barclays PLC | 3,391 | $249.1K | 0.00% | −7,661−69.3% | Reduced |
| Oregon Public Employees Retirement Fund | 3,394 | $249.3K | 0.00% | −54−1.6% | Reduced |
| State of Tennessee, Treasury Department | 3,424 | $251.5K | 0.00% | 00.0% | Unchanged |
| Vanguard Investments Australia, Ltd. | 3,481 | $255.7K | 0.00% | 00.0% | Unchanged |
| Weik Capital Management | 3,500 | $257.1K | 0.10% | 00.0% | Unchanged |
| KLP Kapitalforvaltning AS | 3,500 | $259.5K | 0.00% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 3,558 | $261.3K | 0.00% | −203−5.4% | Reduced |
| Odyssean, LLC | 3,575 | $262.6K | 0.04% | +293+8.9% | Added |
| Intech Investment Management LLC | 3,596 | $264.1K | 0.00% | −432−10.7% | Reduced |
| Raymond James Financial Inc | 3,762 | $276.3K | 0.00% | −6,154−62.1% | Reduced |
