| Bollard Group LLC | 12 | $0 | 0.00% | −2,000−99.4% | Reduced |
| Dunhill Financial, LLC | 1 | $29 | 0.00% | +1 | New |
| Keating Financial Advisory Services, Inc. | 1 | $37 | 0.00% | +1 | New |
| Gilpin Wealth Management, LLC | 4 | $150 | 0.00% | +4 | New |
| True Wealth Design, LLC | 5 | $187 | 0.00% | −4−44.4% | Reduced |
| SJS Investment Consulting Inc. | 5 | $187 | 0.00% | 00.0% | Unchanged |
| Ankerstar Wealth, LLC | 6 | $224 | 0.00% | +6 | New |
| Cullen/Frost Bankers, Inc. | 7 | $261 | 0.00% | +7 | New |
| Transamerica Financial Advisors, Inc. | 7 | $261 | 0.00% | +7 | New |
| Highline Wealth Partners LLC | 8 | $298 | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 9 | $335 | 0.00% | −1,251−99.3% | Reduced |
| DiNuzzo Private Wealth, Inc. | 10 | $373 | 0.00% | −1−9.1% | Reduced |
| SBI Securities Co., Ltd. | 10 | $373 | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 10 | $373 | 0.00% | +10 | New |
| Root Financial Partners, LLC | 14 | $522 | 0.00% | −122−89.7% | Reduced |
| SRS Capital Advisors, Inc. | 14 | $522 | 0.00% | −19−57.6% | Reduced |
| Versant Capital Management, Inc | 14 | $522 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 16 | $596 | 0.00% | +16 | New |
| Rialto Wealth Management, LLC | 17 | $634 | 0.00% | +11+183.3% | Added |
| USA Financial Portformulas Corp | 20 | $745 | 0.00% | +20 | New |
| Signaturefd, LLC | 22 | $820 | 0.00% | −24−52.2% | Reduced |
| Farmers & Merchants Investments Inc | 25 | $932 | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 26 | $969 | 0.00% | +26 | New |
| Global Retirement Partners, LLC | 27 | $1.01K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 27 | $1.01K | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 28 | $1.04K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 29 | $1.09K | 0.00% | +20+222.2% | Added |
| Financial Consulate, Inc | 30 | $1.12K | 0.00% | +30 | New |
| Truvestments Capital LLC | 32 | $1.20K | 0.00% | −11,256−99.7% | Reduced |
| Glen Eagle Advisors, LLC | 33 | $1.24K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 34 | $1.25K | 0.00% | +27+385.7% | Added |
| Cedar Mountain Advisors, LLC | 39 | $1.45K | 0.00% | +7+21.9% | Added |
| JFS Wealth Advisors, LLC | 41 | $1.53K | 0.00% | −1−2.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 51 | $1.90K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 59 | $2.20K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 67 | $2.50K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 75 | $2.79K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 79 | $2.94K | 0.00% | −92−53.8% | Reduced |
| Bessemer Group Inc | 80 | $3.00K | 0.00% | −28−25.9% | Reduced |
| Massmutual Trust Co FSB | 81 | $3.02K | 0.00% | −4−4.7% | Reduced |
| Essential Partners LLC | 82 | $3.06K | 0.00% | +68+485.7% | Added |
| Rothschild Investment LLC | 102 | $3.80K | 0.00% | +72+240.0% | Added |
| Parallel Advisors, LLC | 106 | $3.95K | 0.00% | −100−48.5% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 106 | $3.95K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 112 | $4.37K | 0.00% | +112 | New |
| Parkside Financial Bank & Trust | 121 | $4.51K | 0.00% | +31+34.4% | Added |
| Brown Brothers Harriman & Co | 133 | $4.96K | 0.00% | +133 | New |
| Umb Bank N A | 162 | $6.04K | 0.00% | +127+362.9% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 163 | $6.08K | 0.00% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 228 | $7.34K | 0.00% | +228 | New |
| Harbor Capital Advisors, Inc. | 227 | $8.00K | 0.00% | −4−1.7% | Reduced |
| Fifth Third Bancorp | 220 | $8.20K | 0.00% | +20+10.0% | Added |
| Salomon & Ludwin, LLC | 263 | $9.92K | 0.00% | −131−33.2% | Reduced |
| Covestor Ltd | 253 | $10.0K | 0.01% | +8+3.3% | Added |
| South State Corp. | 300 | $11.2K | 0.00% | +300 | New |
| First Horizon Corp | 350 | $13.0K | 0.00% | +22+6.7% | Added |
| GAMMA Investing LLC | 457 | $17.0K | 0.00% | +101+28.4% | Added |
| Nomura Asset Management Co Ltd | 470 | $17.5K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 475 | $17.7K | 0.00% | +51+12.0% | Added |
| North Star Investment Management Corp. | 500 | $18.6K | 0.00% | 00.0% | Unchanged |
| University of Texas/Texas Am Investment Managment Co | 532 | $19.8K | 0.00% | +532 | New |
| Simplex Trading, LLC | 574 | $21.4K | 0.00% | +574 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 648 | $24.0K | 0.00% | +209+47.6% | Added |
| MAI Capital Management | 663 | $24.7K | 0.00% | −1,722−72.2% | Reduced |
| Quarry LP | 684 | $25.5K | 0.00% | +670+4,785.7% | Added |
| Canada Pension Plan Investment Board | 700 | $26.1K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 725 | $27.0K | 0.00% | +4+0.6% | Added |
| Smartleaf Asset Management LLC | 755 | $28.5K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 1,155 | $43.0K | 0.00% | −23−2.0% | Reduced |
| Rockefeller Capital Management L.P. | 1,160 | $43.3K | 0.00% | +713+159.5% | Added |
| TD Private Client Wealth LLC | 1,220 | $45.5K | 0.00% | +1,220 | New |
| Allworth Financial LP | 1,308 | $48.8K | 0.00% | +40+3.2% | Added |
| Pinnacle Wealth Planning Services, Inc. | 1,383 | $51.5K | 0.01% | +1,383 | New |
| KBC Group NV | 1,431 | $53.0K | 0.00% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 1,443 | $53.8K | 0.02% | +1,443 | New |
| Caitong International Asset Management Co., Ltd | 1,510 | $56.3K | 0.01% | +798+112.1% | Added |
| MTM Investment Management, LLC | 2,077 | $77.4K | 0.02% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,089 | $77.9K | 0.00% | +155+8.0% | Added |
| Sterling Capital Management LLC | 2,394 | $89.2K | 0.00% | −480−16.7% | Reduced |
| McIlrath & Eck, LLC | 2,561 | $95.4K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 2,771 | $103.3K | 0.00% | −4,947−64.1% | Reduced |
| Ameritas Investment Partners, Inc. | 3,468 | $129.3K | 0.00% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 5,585 | $208.2K | 0.00% | +5,585 | New |
| Commerce Bank | 5,679 | $211.7K | 0.00% | +5,679 | New |
| Captrust Financial Advisors | 5,770 | $215.1K | 0.00% | −197−3.3% | Reduced |
| Pictet Asset Management Holding SA | 5,799 | $216.1K | 0.00% | +5,799 | New |
| Advisors Asset Management, Inc. | 5,916 | $220.5K | 0.00% | −1,247−17.4% | Reduced |
| Public Employees Retirement Association of Colorado | 5,927 | $221.0K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 5,920 | $223.7K | 0.01% | +5,920 | New |
| Maryland State Retirement & Pension System | 6,005 | $223.8K | 0.00% | +87+1.5% | Added |
| Quadrant Capital Group LLC | 6,459 | $240.7K | 0.01% | +25+0.4% | Added |
| M&T Bank Corp | 6,541 | $243.8K | 0.00% | +6,541 | New |
| Directional Asset Management | 6,620 | $246.7K | 0.22% | +6,620 | New |
| ARGA Investment Management, LP | 6,851 | $255.3K | 0.01% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 7,162 | $266.0K | 0.00% | +1,183+19.8% | Added |
| Lido Advisors, LLC | 7,752 | $266.1K | 0.00% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 7,383 | $275.2K | 0.00% | +7,383 | New |
| The PNC Financial Services Group, Inc. | 7,448 | $277.6K | 0.00% | −477−6.0% | Reduced |
| Voya Investment Management LLC | 7,479 | $278.7K | 0.00% | −92−1.2% | Reduced |
| O'Shaughnessy Asset Management, LLC | 7,619 | $284.0K | 0.00% | −6,023−44.2% | Reduced |
