| Cullen/Frost Bankers, Inc. | 0 | $2 | 0.00% | −169−100.0% | Reduced |
| TD Private Client Wealth LLC | 1 | $165 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 1 | $165 | 0.00% | +1 | New |
| Ankerstar Wealth, LLC | 1 | $165 | 0.00% | +1 | New |
| Rialto Wealth Management, LLC | 1 | $166 | 0.00% | +1 | New |
| Plante Moran Financial Advisors, LLC | 2 | $331 | 0.00% | +2 | New |
| SHP Wealth Management | 2 | $331 | 0.00% | +2 | New |
| Creative Capital Management Investments LLC | 2 | $331 | 0.00% | +2 | New |
| Gilpin Wealth Management, LLC | 2 | $331 | 0.00% | +2 | New |
| Trust Co | 3 | $496 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 3 | $496 | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 3 | $496 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 3 | $496 | 0.00% | +3 | New |
| CVA Family Office, LLC | 4 | $662 | 0.00% | +4 | New |
| Silver Grove Financial Group, Inc. | 4 | $662 | 0.00% | +4 | New |
| Zions Bancorporation, National Association | 5 | $827 | 0.00% | −1−16.7% | Reduced |
| Massmutual Trust Co FSB | 5 | $827 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 5 | $827 | 0.00% | +5 | New |
| Farmers & Merchants Investments Inc | 6 | $992 | 0.00% | +6 | New |
| Institute for Wealth Management, LLC. | 6 | $1.05K | 0.00% | +6 | New |
| Quarry LP | 7 | $1.16K | 0.00% | +7 | New |
| Action Point Financial Planning, LLC | 7 | $1.16K | 0.00% | +7 | New |
| UMA Financial Services, Inc. | 8 | $1.32K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 9 | $1.49K | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 12 | $1.99K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 16 | $2.64K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 20 | $3.31K | 0.00% | +17+566.7% | Added |
| Los Angeles Capital Management LLC | 38 | $6.29K | 0.00% | −14,228−99.7% | Reduced |
| Rockefeller Capital Management L.P. | 40 | $6.62K | 0.00% | +1+2.6% | Added |
| Covestor Ltd | 55 | $9.00K | 0.01% | +52+1,733.3% | Added |
| Larson Financial Group LLC | 76 | $12.6K | 0.00% | +2+2.7% | Added |
| Private Wealth Asset Management, LLC | 95 | $15.7K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 104 | $17.2K | 0.00% | −95−47.7% | Reduced |
| Harbor Capital Advisors, Inc. | 122 | $20.0K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 122 | $20.2K | 0.00% | −508−80.6% | Reduced |
| Allworth Financial LP | 124 | $20.5K | 0.00% | −31−20.0% | Reduced |
| GAMMA Investing LLC | 125 | $20.7K | 0.00% | +27+27.6% | Added |
| Smartleaf Asset Management LLC | 129 | $21.0K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 130 | $21.9K | 0.00% | +130 | New |
| Kemnay Advisory Services Inc. | 133 | $22.0K | 0.00% | +20+17.7% | Added |
| Optiver Holding B.V. | 142 | $23.5K | 0.00% | +64+82.1% | Added |
| Nisa Investment Advisors, LLC | 172 | $28.4K | 0.00% | +3+1.8% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 187 | $30.9K | 0.00% | −2,692−93.5% | Reduced |
| Versant Capital Management, Inc | 194 | $32.1K | 0.00% | +24+14.1% | Added |
| Steward Partners Investment Advisory, LLC | 214 | $35.4K | 0.00% | +214 | New |
| Pinnacle Wealth Planning Services, Inc. | 260 | $43.0K | 0.00% | +161+162.6% | Added |
| US Bancorp | 284 | $47.0K | 0.00% | −10−3.4% | Reduced |
| Sterling Capital Management LLC | 300 | $49.6K | 0.00% | −211−41.3% | Reduced |
| Jones Financial Companies LLLP | 331 | $54.0K | 0.00% | −71−17.7% | Reduced |
| New York State Teachers Retirement System | 500 | $83.0K | 0.00% | +500 | New |
| Parallel Advisors, LLC | 506 | $83.7K | 0.00% | −101−16.6% | Reduced |
| Winch Advisory Services, LLC | 515 | $85.2K | 0.02% | +1+0.2% | Added |
| Federated Hermes, Inc. | 667 | $110.3K | 0.00% | −747−52.8% | Reduced |
| Caldwell Sutter Capital, Inc. | 720 | $119.1K | 0.04% | 00.0% | Unchanged |
| Signaturefd, LLC | 819 | $135.5K | 0.00% | −144−15.0% | Reduced |
| Parkside Financial Bank & Trust | 832 | $137.6K | 0.01% | −21−2.5% | Reduced |
| KBC Group NV | 842 | $139.0K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 842 | $139.3K | 0.01% | 00.0% | Unchanged |
| Nykredit A/S | 863 | $142.7K | 0.00% | +863 | New |
| Umb Bank N A | 878 | $145.2K | 0.00% | +38+4.5% | Added |
| IAG Wealth Partners, LLC | 1,017 | $168.2K | 0.02% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 1,051 | $173.8K | 0.00% | +935+806.0% | Added |
| Hills Bank & Trust Co | 1,132 | $187.2K | 0.01% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 1,239 | $204.9K | 0.02% | +1,239 | New |
| Madison Wealth Partners, Inc | 1,241 | $205.3K | 0.03% | +1,241 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1,243 | $205.6K | 0.00% | −500−28.7% | Reduced |
| Tower Research Capital LLC (TRC) | 1,246 | $206.1K | 0.01% | +401+47.5% | Added |
| CIBC Asset Management Inc | 1,246 | $206.1K | 0.00% | +1,246 | New |
| Abel Hall, LLC | 1,272 | $210.4K | 0.04% | +1,272 | New |
| Raymond James Financial Inc | 1,273 | $210.5K | 0.00% | −14,549−92.0% | Reduced |
| Schonfeld Strategic Advisors LLC | 1,281 | $211.9K | 0.00% | +1,281 | New |
| State Board of Administration of Florida Retirement System | 1,289 | $213.2K | 0.00% | +1,289 | New |
| Virginia Retirement Systems Et Al | 1,300 | $215.0K | 0.00% | +1,300 | New |
| Great Valley Advisor Group, Inc. | 1,333 | $220.4K | 0.00% | +1,333 | New |
| WoodTrust Financial Corp | 1,340 | $222.0K | 0.03% | +1,340 | New |
| KLCM Advisors, Inc. | 1,500 | $248.1K | 0.02% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 1,508 | $249.4K | 0.00% | −1,492−49.7% | Reduced |
| Eurizon Capital SGR S.p.A. | 1,555 | $253.6K | 0.00% | 00.0% | Unchanged |
| Clarkston Capital Partners, LLC | 1,555 | $257.2K | 0.02% | 00.0% | Unchanged |
| Massar Capital Management, LP | 1,654 | $273.6K | 0.09% | −1,758−51.5% | Reduced |
| Cerity Partners LLC | 1,665 | $275.4K | 0.00% | −8,519−83.7% | Reduced |
| Profund Advisors LLC | 1,711 | $283.0K | 0.01% | +1,711 | New |
| ZWJ Investment Counsel Inc | 1,728 | $285.8K | 0.01% | −2−0.1% | Reduced |
| Balyasny Asset Management LLC | 1,799 | $297.5K | 0.00% | +233+14.9% | Added |
| Ameritas Investment Partners, Inc. | 1,814 | $300.0K | 0.01% | +250+16.0% | Added |
| Ballentine Partners, LLC | 1,882 | $311.3K | 0.00% | 00.0% | Unchanged |
| Occudo Quantitative Strategies LP | 1,895 | $313.4K | 0.02% | −371−16.4% | Reduced |
| Blair William & Co | 1,916 | $316.9K | 0.00% | −1,092−36.3% | Reduced |
| Public Employees Retirement Association of Colorado | 1,936 | $320.0K | 0.00% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 1,949 | $322.3K | 0.00% | −3,690−65.4% | Reduced |
| Xponance, Inc. | 1,986 | $328.5K | 0.00% | +244+14.0% | Added |
| Magnus Financial Group LLC | 1,992 | $329.5K | 0.02% | +5+0.3% | Added |
| Angel Oak Capital Advisors, LLC | 2,000 | $330.8K | 0.42% | −1,000−33.3% | Reduced |
| Heck Capital Advisors, LLC | 2,000 | $330.8K | 0.02% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 2,110 | $349.0K | 0.08% | −1,494−41.5% | Reduced |
| Quadrant Capital Group LLC | 2,238 | $370.1K | 0.01% | −6−0.3% | Reduced |
| Mutual of America Capital Management LLC | 2,239 | $370.3K | 0.00% | +2,239 | New |
| Calamos Wealth Management LLC | 2,287 | $378.2K | 0.01% | +2,287 | New |
| Princeton Capital Management LLC | 2,400 | $396.9K | 0.09% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 2,438 | $403.2K | 0.01% | +23+1.0% | Added |
