| Evolution Advisers, Inc. | 1 | $0 | 0.00% | +1 | New |
| Essential Partners LLC | 1 | $314 | 0.00% | −2−66.7% | Reduced |
| Hughes Financial Services, LLC | 1 | $314 | 0.00% | −1−50.0% | Reduced |
| Davis Capital Management | 1 | $314 | 0.00% | +1 | New |
| UMA Financial Services, Inc. | 1 | $315 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 2 | $628 | 0.00% | −7−77.8% | Reduced |
| Ankerstar Wealth, LLC | 2 | $628 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 2 | $629 | 0.00% | 00.0% | Unchanged |
| Gilpin Wealth Management, LLC | 2 | $629 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 2 | $629 | 0.00% | +1+100.0% | Added |
| Brown, Lisle/Cummings, Inc. | 3 | $943 | 0.00% | −1−25.0% | Reduced |
| Bell Investment Advisors, Inc | 3 | $943 | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 3 | $943 | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 3 | $943 | 0.00% | +3 | New |
| Covestor Ltd | 2 | $1.00K | 0.00% | −50−96.2% | Reduced |
| Westfuller Advisors, LLC | 4 | $1.25K | 0.00% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 4 | $1.26K | 0.00% | +4 | New |
| Bogart Wealth, LLC | 5 | $1.57K | 0.00% | 00.0% | Unchanged |
| Game Plan Financial Advisors, LLC | 5 | $1.57K | 0.00% | +5 | New |
| Farmers & Merchants Investments Inc | 6 | $1.89K | 0.00% | −1−14.3% | Reduced |
| Fortitude Family Office, LLC | 6 | $1.89K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 6 | $1.89K | 0.00% | +6 | New |
| Massmutual Trust Co FSB | 7 | $2.20K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 8 | $2.51K | 0.00% | −3−27.3% | Reduced |
| Ancora Advisors, LLC | 8 | $2.51K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 10 | $3.14K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 10 | $3.14K | 0.00% | +5+100.0% | Added |
| TD Private Client Wealth LLC | 10 | $3.14K | 0.00% | +10 | New |
| JFS Wealth Advisors, LLC | 11 | $3.46K | 0.00% | +2+22.2% | Added |
| CVA Family Office, LLC | 11 | $3.46K | 0.00% | +4+57.1% | Added |
| Armstrong Advisory Group, Inc | 12 | $3.77K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 13 | $3.99K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 13 | $4.08K | 0.00% | +13 | New |
| Plante Moran Financial Advisors, LLC | 13 | $4.08K | 0.00% | +13 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 14 | $4.40K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 15 | $4.71K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 17 | $5.34K | 0.00% | +1+6.3% | Added |
| Fedenia Advisers LLC | 17 | $5.34K | 0.00% | +17 | New |
| National Bank of Canada | 20 | $6.28K | 0.00% | +9+81.8% | Added |
| Danske Bank A/S | 20 | $6.29K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 20 | $6.29K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 22 | $6.91K | 0.00% | +22 | New |
| Birchwood Financial Partners, Inc. | 25 | $7.86K | 0.01% | 00.0% | Unchanged |
| Barrow Hanley Mewhinney & Strauss LLC | 26 | $8.17K | 0.00% | +1+4.0% | Added |
| EverSource Wealth Advisors, LLC | 27 | $8.48K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 31 | $9.74K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 31 | $9.74K | 0.00% | +31 | New |
| Bare Financial Services, Inc | 37 | $11.6K | 0.00% | +18+94.7% | Added |
| LRI Investments, LLC | 40 | $12.6K | 0.00% | −1−2.4% | Reduced |
| Guardian Partners Inc. | 40 | $12.6K | 0.00% | +40 | New |
| International Assets Investment Management, LLC | 41 | $12.6K | 0.00% | +7+20.6% | Added |
| Harbour Investments, Inc. | 41 | $12.9K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 42 | $13.2K | 0.00% | −35−45.5% | Reduced |
| Umb Bank N A | 50 | $15.7K | 0.00% | +4+8.7% | Added |
| Harbor Capital Advisors, Inc. | 52 | $16.0K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 52 | $16.3K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 54 | $17.0K | 0.00% | +2+3.8% | Added |
| Allworth Financial LP | 62 | $19.4K | 0.00% | −48−43.6% | Reduced |
| Colonial Trust Co | 63 | $19.8K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 64 | $20.1K | 0.00% | −35−35.4% | Reduced |
| Signaturefd, LLC | 66 | $20.7K | 0.00% | +24+57.1% | Added |
| Caitong International Asset Management Co., Ltd | 69 | $21.7K | 0.00% | −455−86.8% | Reduced |
| Westside Investment Management, Inc. | 78 | $24.5K | 0.00% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 80 | $25.1K | 0.00% | −1−1.2% | Reduced |
| First Horizon Corp | 91 | $28.6K | 0.00% | −5−5.2% | Reduced |
| Huntington National Bank | 105 | $33.0K | 0.00% | −18−14.6% | Reduced |
| Optiver Holding B.V. | 105 | $33.0K | 0.00% | +105 | New |
| Quantbot Technologies LP | 106 | $33.3K | 0.00% | +106 | New |
| Salomon & Ludwin, LLC | 109 | $33.5K | 0.00% | −52−32.3% | Reduced |
| Public Employees Retirement System of Ohio | 110 | $34.6K | 0.00% | −5,755−98.1% | Reduced |
| Farther Finance Advisors, LLC | 113 | $35.5K | 0.00% | −62−35.4% | Reduced |
| SRS Capital Advisors, Inc. | 122 | $38.3K | 0.00% | +122 | New |
| Resona Asset Management Co.,Ltd. | 127 | $39.8K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 130 | $40.9K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 165 | $51.8K | 0.00% | −7−4.1% | Reduced |
| Park Place Capital Corp | 171 | $53.7K | 0.01% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 197 | $61.9K | 0.01% | +14+7.7% | Added |
| STRS Ohio | 200 | $62.8K | 0.00% | −200−50.0% | Reduced |
| Hilltop National Bank | 235 | $73.8K | 0.02% | 00.0% | Unchanged |
| Pflug Koory, LLC | 250 | $78.6K | 0.03% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 321 | $100.9K | 0.00% | +141+78.3% | Added |
| Smartleaf Asset Management LLC | 332 | $104.2K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 368 | $115.6K | 0.00% | −490−57.1% | Reduced |
| Whittier Trust Co | 379 | $118.9K | 0.00% | −11−2.8% | Reduced |
| Bokf, NA | 400 | $125.7K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 405 | $127.0K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Trust & Banking Corp | 421 | $132.3K | 0.00% | +421 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 427 | $134.2K | 0.00% | −9,000−95.5% | Reduced |
| Los Angeles Capital Management LLC | 439 | $137.9K | 0.00% | +439 | New |
| Premier Fund Managers Ltd | 472 | $148.0K | 0.01% | +472 | New |
| MeadowBrook Investment Advisors LLC | 488 | $153.3K | 0.12% | 00.0% | Unchanged |
| US Bancorp | 525 | $165.0K | 0.00% | −1,091−67.5% | Reduced |
| GAMMA Investing LLC | 553 | $173.8K | 0.01% | +18+3.4% | Added |
| Nykredit A/S | 574 | $180.4K | 0.00% | +574 | New |
| DnB Asset Management AS | 643 | $202.1K | 0.00% | −147−18.6% | Reduced |
| Moody National Bank Trust Division | 663 | $208.3K | 0.02% | −45−6.4% | Reduced |
| Howe & Rusling Inc | 671 | $210.8K | 0.01% | +671 | New |
| Integrated Wealth Concepts LLC | 698 | $219.4K | 0.00% | −625−47.2% | Reduced |
| CI Private Wealth, LLC | 699 | $219.6K | 0.00% | −51−6.8% | Reduced |
| Ensign Peak Advisors, Inc | 705 | $221.5K | 0.00% | −50−6.6% | Reduced |
