| Blair William & Co | 5,754 | $446.0K | 0.00% | +15+0.3% | Added |
| Advisory Services Network, LLC | 5,645 | $438.0K | 0.01% | −571−9.2% | Reduced |
| Treasurer of the State of North Carolina | 5,639 | $438.0K | 0.00% | +189+3.5% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 4,821 | $374.0K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 4,678 | $362.0K | 0.00% | +268+6.1% | Added |
| Alps Advisors Inc | 4,484 | $348.0K | 0.00% | −219−4.7% | Reduced |
| Fifth Third Bancorp | 4,300 | $334.0K | 0.00% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 4,122 | $320.0K | 0.00% | +198+5.0% | Added |
| People's United Financial, Inc. | 3,939 | $306.0K | 0.01% | −19−0.5% | Reduced |
| First Republic Investment Management, Inc. | 3,740 | $290.0K | 0.00% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 3,204 | $249.0K | 0.00% | +3,204 | New |
| Clear Street Markets LLC | 3,106 | $241.0K | 0.05% | 00.0% | Unchanged |
| Creative Planning | 3,060 | $237.0K | 0.00% | −10.0% | Reduced |
| Whalerock Point Partners, LLC | 2,900 | $225.0K | 0.09% | 00.0% | Unchanged |
| Washington Trust Co | 2,900 | $225.0K | 0.01% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 2,827 | $219.0K | 0.00% | +2,827 | New |
| Utah Retirement Systems | 2,813 | $218.0K | 0.00% | −200−6.6% | Reduced |
| Arrowstreet Capital, Limited Partnership | 2,700 | $209.0K | 0.00% | −14,659−84.4% | Reduced |
| Federated Hermes, Inc. | 2,641 | $205.0K | 0.00% | −574−17.9% | Reduced |
| Assenagon Asset Management S.A. | 2,446 | $190.0K | 0.00% | +2,446 | New |
| Advisor Group Holdings, Inc. | 2,373 | $184.0K | 0.00% | −67−2.7% | Reduced |
| LSV Asset Management | 2,354 | $182.0K | 0.00% | −155−6.2% | Reduced |
| Great West Life Assurance Co | 2,173 | $170.0K | 0.00% | −843−28.0% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,195 | $170.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 2,040 | $158.0K | 0.01% | 00.0% | Unchanged |
| Royal London Asset Management Ltd | 1,849 | $143.0K | 0.00% | 00.0% | Unchanged |
| West Oak Capital, LLC | 1,555 | $121.0K | 0.05% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 1,400 | $108.0K | 0.06% | +699+99.7% | Added |
| Public Employees Retirement Association of Colorado | 794 | $62.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 733 | $57.0K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 549 | $43.0K | 0.00% | −218−28.4% | Reduced |
| Acadian Asset Management LLC | 466 | $36.0K | 0.00% | −630−57.5% | Reduced |
| Sutton Wealth Advisors Inc. | 425 | $33.0K | 0.01% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 395 | $31.0K | 0.00% | −14,440−97.3% | Reduced |
| The PNC Financial Services Group, Inc. | 388 | $31.0K | 0.00% | −2−0.5% | Reduced |
| US Bancorp | 353 | $27.0K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 333 | $26.0K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 311 | $24.1K | 0.00% | −12−3.7% | Reduced |
| Central Trust Co | 315 | $24.0K | 0.00% | +315 | New |
| Teachers Retirement System of the State of Kentucky | 261 | $20.0K | 0.00% | 00.0% | Unchanged |
| Bank of Montreal | 238 | $19.0K | 0.00% | −25,526−99.1% | Reduced |
| Private Capital Group, LLC | 241 | $19.0K | 0.00% | −1−0.4% | Reduced |
| Eaton Vance Management | 225 | $17.0K | 0.00% | 00.0% | Unchanged |
| Franklin Resources Inc | 218 | $17.0K | 0.00% | +17+8.5% | Added |
| DekaBank Deutsche Girozentrale | 196 | $16.0K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 174 | $14.0K | 0.00% | −22−11.2% | Reduced |
| Berman Capital Advisors, LLC | 184 | $14.0K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 174 | $13.5K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 149 | $12.0K | 0.00% | −2,572−94.5% | Reduced |
| Loomis Sayles & Co L P | 115 | $9.00K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 111 | $9.00K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 100 | $8.00K | 0.00% | 00.0% | Unchanged |
| Covington Capital Management | 85 | $7.00K | 0.00% | −30−26.1% | Reduced |
| Captrust Financial Advisors | 72 | $6.00K | 0.00% | +42+140.0% | Added |
| Ellevest, Inc. | 68 | $5.00K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 54 | $4.00K | 0.00% | −386−87.7% | Reduced |
| Copeland Capital Management, LLC | 50 | $4.00K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 50 | $4.00K | 0.00% | +17+51.5% | Added |
| O'Shaughnessy Asset Management, LLC | 42 | $3.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 38 | $3.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 35 | $3.00K | 0.00% | +9+34.6% | Added |
| State of Wyoming | 21 | $2.00K | 0.00% | −41−66.1% | Reduced |
| Signaturefd, LLC | 22 | $2.00K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 24 | $2.00K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 26 | $2.00K | 0.00% | 00.0% | Unchanged |
| Cowen Prime Advisors LLC | 30 | $2.00K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 28 | $2.00K | 0.00% | +28 | New |
| Patriot Financial Group Insurance Agency, LLC | 25 | $2.00K | 0.00% | +25 | New |
| Cullen/Frost Bankers, Inc. | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 16 | $1.00K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 12 | $1.00K | 0.00% | +12 | New |
| Northwestern Mutual Wealth Management Co | 1 | $0 | 0.00% | −25−96.2% | Reduced |
| Huntington National Bank | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Financial Enhancement Group LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 7 | $0 | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Better Money Decisions, LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 2 | $0 | 0.00% | +2 | New |
| Meridian Wealth Partners, LLC | 2 | $0 | 0.00% | +2 | New |
| Pinnacle Bancorp, Inc. | 2 | – | – | 00.0% | Unchanged |
| Wealth Quarterback LLC | 3 | – | – | +1+50.0% | Added |
| Laurion Capital Management LP | 0 | $0 | 0.00% | −40,008−100.0% | Sold out |