| Private Trust Co NA | 1 | $119 | 0.00% | 00.0% | Unchanged |
| Ankerstar Wealth, LLC | 1 | $119 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 1 | $119 | 0.00% | +1 | New |
| Horizon Investments, LLC | 2 | $238 | 0.00% | −5,222−100.0% | Reduced |
| SBI Securities Co., Ltd. | 2 | $238 | 0.00% | −1−33.3% | Reduced |
| Cedar Mountain Advisors, LLC | 2 | $238 | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 2 | $238 | 0.00% | +2 | New |
| Gilpin Wealth Management, LLC | 2 | $239 | 0.00% | +1+100.0% | Added |
| Signaturefd, LLC | 4 | $476 | 0.00% | −1−20.0% | Reduced |
| SJS Investment Consulting Inc. | 4 | $478 | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 5 | $595 | 0.00% | +5 | New |
| Farmers & Merchants Investments Inc | 7 | $833 | 0.00% | −1−12.5% | Reduced |
| Quadrant Capital Group LLC | 7 | $834 | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 8 | $937 | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 8 | $953 | 0.00% | +8 | New |
| Rothschild Investment LLC | 9 | $1.07K | 0.00% | −5−35.7% | Reduced |
| Sound Income Strategies, LLC | 10 | $1.19K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 10 | $1.19K | 0.00% | +10 | New |
| International Assets Investment Management, LLC | 11 | $1.29K | 0.00% | +11 | New |
| True Wealth Design, LLC | 11 | $1.31K | 0.00% | +2+22.2% | Added |
| Kilter Group LLC | 11 | $1.31K | 0.00% | +11 | New |
| IFP Advisors, Inc | 16 | $1.91K | 0.00% | −4−20.0% | Reduced |
| Harbour Investments, Inc. | 16 | $1.91K | 0.00% | −1−5.9% | Reduced |
| Larson Financial Group LLC | 16 | $1.91K | 0.00% | +16 | New |
| Smartleaf Asset Management LLC | 19 | $2.23K | 0.00% | −46−70.8% | Reduced |
| Parkside Financial Bank & Trust | 22 | $2.62K | 0.00% | −2−8.3% | Reduced |
| Huntington National Bank | 23 | $2.74K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 24 | $2.86K | 0.00% | +24 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 24 | $2.86K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 26 | $3.10K | 0.00% | +7+36.8% | Added |
| MAI Capital Management | 26 | $3.10K | 0.00% | +12+85.7% | Added |
| Seneschal Advisors, LLC | 28 | $3.33K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 48 | $5.71K | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 50 | $5.99K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 54 | $6.00K | 0.00% | +6+12.5% | Added |
| Covestor Ltd | 65 | $7.00K | 0.00% | +5+8.3% | Added |
| Leonteq Securities AG | 59 | $7.03K | 0.00% | +5+9.3% | Added |
| Pinnacle Wealth Planning Services, Inc. | 62 | $7.38K | 0.00% | +5+8.8% | Added |
| Sterling Capital Management LLC | 68 | $8.10K | 0.00% | −5−6.8% | Reduced |
| Allworth Financial LP | 69 | $8.22K | 0.00% | +60+666.7% | Added |
| Rockefeller Capital Management L.P. | 96 | $11.5K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 126 | $15.0K | 0.00% | +85+207.3% | Added |
| Baillie Gifford & Co | 137 | $16.3K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 180 | $18.5K | 0.00% | +77+74.8% | Added |
| EverSource Wealth Advisors, LLC | 158 | $18.8K | 0.00% | +95+150.8% | Added |
| US Bancorp | 162 | $19.3K | 0.00% | +55+51.4% | Added |
| Nisa Investment Advisors, LLC | 175 | $20.8K | 0.00% | +44+33.6% | Added |
| Banque Cantonale Vaudoise | 182 | $22.0K | 0.00% | +26+16.7% | Added |
| SRS Capital Advisors, Inc. | 188 | $22.4K | 0.00% | −535−74.0% | Reduced |
| Manchester Capital Management LLC | 200 | $23.8K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 200 | $23.8K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 220 | $26.2K | 0.00% | +220 | New |
| Evelyn Partners Investment Management LLP | 245 | $29.2K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 267 | $31.8K | 0.00% | −38−12.5% | Reduced |
| Versant Capital Management, Inc | 270 | $32.1K | 0.00% | +2+0.7% | Added |
| Hantz Financial Services, Inc. | 280 | $33.0K | 0.00% | +112+66.7% | Added |
| Acadian Asset Management LLC | 327 | $38.0K | 0.00% | −587−64.2% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 322 | $38.3K | 0.00% | +99+44.4% | Added |
| Farther Finance Advisors, LLC | 330 | $38.7K | 0.00% | +115+53.5% | Added |
| Parallel Advisors, LLC | 335 | $39.9K | 0.00% | +311+1,295.8% | Added |
| GAMMA Investing LLC | 391 | $46.6K | 0.00% | +255+187.5% | Added |
| Jones Financial Companies LLLP | 416 | $49.0K | 0.00% | +206+98.1% | Added |
| Freestone Grove Partners LP | 478 | $56.9K | 0.00% | −9,946−95.4% | Reduced |
| Copeland Capital Management, LLC | 561 | $66.8K | 0.00% | +39+7.5% | Added |
| Tompkins Financial Corp | 600 | $71.4K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 876 | $104.3K | 0.00% | −750−46.1% | Reduced |
| Exchange Traded Concepts, LLC | 882 | $105.0K | 0.00% | −518−37.0% | Reduced |
| Ameritas Investment Partners, Inc. | 911 | $108.5K | 0.00% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 919 | $109.4K | 0.00% | 00.0% | Unchanged |
| Vestcor Inc | 1,076 | $128.0K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 1,085 | $129.2K | 0.00% | +193+21.6% | Added |
| Tower Research Capital LLC (TRC) | 1,271 | $151.3K | 0.00% | +594+87.7% | Added |
| Quantbot Technologies LP | 1,753 | $208.7K | 0.01% | +1,753 | New |
| Russell Investments Group, Ltd. | 1,772 | $211.1K | 0.00% | +837+89.5% | Added |
| Cullen Capital Management LLC | 1,848 | $220.0K | 0.00% | +128+7.4% | Added |
| Voya Investment Management LLC | 1,852 | $220.5K | 0.00% | −66−3.4% | Reduced |
| Canvas Wealth Advisors, LLC | 1,853 | $220.7K | 0.04% | −118−6.0% | Reduced |
| Campbell & CO Investment Adviser LLC | 1,874 | $223.1K | 0.01% | +1,874 | New |
| Public Employees Retirement Association of Colorado | 1,953 | $233.0K | 0.00% | 00.0% | Unchanged |
| Abacus Wealth Partners, LLC | 1,998 | $237.9K | 0.02% | +1,998 | New |
| Van Eck Associates Corp | 2,028 | $241.0K | 0.00% | +83+4.3% | Added |
| Swiss Life Asset Management Ltd | 2,071 | $246.6K | 0.00% | +299+16.9% | Added |
| Pictet Asset Management Holding SA | 2,086 | $248.4K | 0.00% | +2,086 | New |
| CWM, LLC | 2,087 | $248.5K | 0.00% | +703+50.8% | Added |
| LPL Financial LLC | 2,110 | $251.2K | 0.00% | +51+2.5% | Added |
| Diversified Trust Co | 2,165 | $257.8K | 0.00% | +175+8.8% | Added |
| Oregon Public Employees Retirement Fund | 2,373 | $282.6K | 0.00% | −100−4.0% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 2,758 | $284.1K | 0.00% | +564+25.7% | Added |
| Vanguard Investments Australia, Ltd. | 2,397 | $285.4K | 0.00% | +2,397 | New |
| Corient IA LLC | 2,420 | $288.1K | 0.27% | −580−19.3% | Reduced |
| Allred Capital Management, LLC | 2,540 | $302.5K | 0.11% | −430−14.5% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 2,560 | $304.8K | 0.00% | −40−1.5% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 2,578 | $307.0K | 0.01% | +2,578 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 2,585 | $307.8K | 0.00% | −90−3.4% | Reduced |
| HSBC Holdings PLC | 2,583 | $309.9K | 0.00% | −3,974−60.6% | Reduced |
| Mercer Global Advisors Inc | 2,613 | $311.1K | 0.00% | +356+15.8% | Added |
| Cambridge Investment Research Advisors, Inc. | 2,618 | $312.0K | 0.00% | 00.0% | Unchanged |
| Banco Bilbao Vizcaya Argentaria, S.A. | 2,694 | $320.8K | 0.00% | +441+19.6% | Added |
| Teachers Retirement System of the State of Kentucky | 2,730 | $325.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 2,798 | $333.1K | 0.00% | +2,761+7,462.2% | Added |
