| Navigoe, LLC | 3 | $0 | 0.00% | +3 | New |
| DecisionPoint Financial, LLC | 1 | $84 | 0.00% | +1 | New |
| GHP Investment Advisors, Inc. | 1 | $85 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 1 | $85 | 0.00% | +1 | New |
| LRI Investments, LLC | 1 | $85 | 0.00% | +1 | New |
| Hughes Financial Services, LLC | 1 | $85 | 0.00% | +1 | New |
| Signaturefd, LLC | 2 | $170 | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 2 | $170 | 0.00% | +2 | New |
| Caitong International Asset Management Co., Ltd | 2 | $170 | 0.00% | +2 | New |
| Bay Harbor Wealth Management, LLC | 3 | $254 | 0.00% | +2+200.0% | Added |
| Clearstead Advisors, LLC | 3 | $255 | 0.00% | +3 | New |
| Ankerstar Wealth, LLC | 3 | $256 | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 4 | $339 | 0.00% | +4 | New |
| Gilpin Wealth Management, LLC | 5 | $424 | 0.00% | +1+25.0% | Added |
| DiNuzzo Private Wealth, Inc. | 5 | $424 | 0.00% | +3+150.0% | Added |
| HFM Investment Advisors, LLC | 6 | $509 | 0.00% | +4+200.0% | Added |
| Massmutual Trust Co FSB | 7 | $594 | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 7 | $594 | 0.00% | +7 | New |
| Farmers & Merchants Investments Inc | 10 | $848 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 11 | $933 | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 7 | $1.00K | 0.00% | +4+133.3% | Added |
| Advisor Group Holdings, Inc. | 12 | $1.02K | 0.00% | 00.0% | Unchanged |
| Investors Portfolio Services LLC | 12 | $1.02K | 0.00% | +5+71.4% | Added |
| Larson Financial Group LLC | 12 | $1.02K | 0.00% | +12 | New |
| Huntington National Bank | 13 | $1.10K | 0.00% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 14 | $1.10K | 0.00% | +14 | New |
| Fortitude Family Office, LLC | 14 | $1.19K | 0.00% | +1+7.7% | Added |
| Nykredit A/S | 14 | $1.19K | 0.00% | +14 | New |
| JFS Wealth Advisors, LLC | 14 | $1.19K | 0.00% | +2+16.7% | Added |
| SJS Investment Consulting Inc. | 16 | $1.36K | 0.00% | +11+220.0% | Added |
| UMA Financial Services, Inc. | 17 | $1.44K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 18 | $1.53K | 0.00% | −1−5.3% | Reduced |
| Rockefeller Capital Management L.P. | 19 | $1.61K | 0.00% | +3+18.8% | Added |
| Keating Financial Advisory Services, Inc. | 20 | $1.70K | 0.00% | −1−4.8% | Reduced |
| Bare Financial Services, Inc | 22 | $1.86K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 23 | $1.95K | 0.00% | +1+4.5% | Added |
| CVA Family Office, LLC | 25 | $2.12K | 0.00% | 00.0% | Unchanged |
| Barrow Hanley Mewhinney & Strauss LLC | 28 | $2.37K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 28 | $2.37K | 0.00% | +4+16.7% | Added |
| Parkside Financial Bank & Trust | 29 | $2.46K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 30 | $2.54K | 0.00% | +30 | New |
| Los Angeles Capital Management LLC | 30 | $2.54K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 30 | $2.54K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 35 | $2.97K | 0.00% | +7+25.0% | Added |
| GWM Advisors LLC | 37 | $3.14K | 0.00% | +2+5.7% | Added |
| Jones Financial Companies LLLP | 43 | $3.63K | 0.00% | +23+115.0% | Added |
| SBI Securities Co., Ltd. | 50 | $4.24K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 52 | $4.41K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 53 | $4.51K | 0.00% | −2−3.6% | Reduced |
| CX Institutional | 64 | $5.00K | 0.00% | −87,430−99.9% | Reduced |
| Torren Management, LLC | 63 | $5.34K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 87 | $7.37K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 88 | $7.46K | 0.00% | +2+2.3% | Added |
| Optiver Holding B.V. | 90 | $7.63K | 0.00% | +90 | New |
| Global Retirement Partners, LLC | 93 | $7.88K | 0.00% | +93 | New |
| Archer Investment Corp | 111 | $9.37K | 0.00% | +1+0.9% | Added |
| First Horizon Corp | 113 | $9.58K | 0.00% | −183−61.8% | Reduced |
| Umb Bank N A | 129 | $10.9K | 0.00% | +14+12.2% | Added |
| Hantz Financial Services, Inc. | 124 | $11.0K | 0.00% | +47+61.0% | Added |
| Allworth Financial LP | 147 | $12.5K | 0.00% | +31+26.7% | Added |
| Private Wealth Asset Management, LLC | 160 | $13.6K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 202 | $17.1K | 0.00% | +25+14.1% | Added |
| SRS Capital Advisors, Inc. | 202 | $17.1K | 0.00% | +202 | New |
| US Bancorp | 219 | $18.6K | 0.00% | −78−26.3% | Reduced |
| EverSource Wealth Advisors, LLC | 272 | $23.1K | 0.00% | +195+253.2% | Added |
| Salomon & Ludwin, LLC | 280 | $23.3K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 299 | $25.0K | 0.00% | −28−8.6% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 421 | $35.7K | 0.00% | +6+1.4% | Added |
| Aster Capital Management (DIFC) Ltd | 469 | $39.8K | 0.01% | −4,291−90.1% | Reduced |
| Versant Capital Management, Inc | 497 | $42.1K | 0.00% | −8−1.6% | Reduced |
| Farther Finance Advisors, LLC | 513 | $43.5K | 0.00% | +451+727.4% | Added |
| Parallel Advisors, LLC | 585 | $49.6K | 0.00% | +426+267.9% | Added |
| Ameritas Advisory Services, LLC | 1,033 | $87.6K | 0.00% | +1,033 | New |
| Ameritas Investment Partners, Inc. | 1,107 | $93.9K | 0.00% | −144−11.5% | Reduced |
| CoreCap Advisors, LLC | 1,342 | $113.8K | 0.00% | −16−1.2% | Reduced |
| The PNC Financial Services Group, Inc. | 1,577 | $133.7K | 0.00% | +20+1.3% | Added |
| Public Employees Retirement Association of Colorado | 2,299 | $195.0K | 0.00% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 2,458 | $208.4K | 0.01% | +2,458 | New |
| Pictet Asset Management Holding SA | 2,459 | $208.5K | 0.00% | +2,459 | New |
| Intech Investment Management LLC | 2,651 | $224.8K | 0.00% | −443−14.3% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 2,685 | $227.7K | 0.00% | 00.0% | Unchanged |
| ISAM Funds (UK) Ltd | 2,700 | $228.9K | 0.16% | −1,946−41.9% | Reduced |
| Capstone Investment Advisors, LLC | 2,802 | $237.6K | 0.00% | −11,149−79.9% | Reduced |
| Probity Advisors, Inc. | 2,839 | $240.7K | 0.03% | +2,839 | New |
| Fifth Third Wealth Advisors LLC | 2,937 | $249.0K | 0.01% | +2,937 | New |
| Oregon Public Employees Retirement Fund | 2,955 | $250.6K | 0.00% | −400−11.9% | Reduced |
| Harrell Investment Partners, LLC | 3,000 | $254.4K | 0.06% | 00.0% | Unchanged |
| Captrust Financial Advisors | 3,012 | $255.4K | 0.00% | +3,012 | New |
| Capital Investment Advisory Services, LLC | 3,042 | $258.0K | 0.02% | −742−19.6% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 3,110 | $263.7K | 0.00% | −559−15.2% | Reduced |
| KLP Kapitalforvaltning AS | 3,100 | $263.9K | 0.00% | 00.0% | Unchanged |
| Knightsbridge Asset Management, LLC | 3,274 | $277.6K | 0.04% | −37−1.1% | Reduced |
| Sax Wealth Advisors, LLC | 4,058 | $278.3K | 0.01% | +10.0% | Added |
| Teachers Retirement System of the State of Kentucky | 3,351 | $284.0K | 0.00% | −500−13.0% | Reduced |
| State of Tennessee, Treasury Department | 3,409 | $289.1K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 3,498 | $297.0K | 0.00% | −775−18.1% | Reduced |
| Toronto Dominion Bank | 3,529 | $299.2K | 0.00% | +3,529 | New |
| Yousif Capital Management, LLC | 3,536 | $299.8K | 0.00% | −452−11.3% | Reduced |
| Fifth Third Bancorp | 3,639 | $308.6K | 0.00% | −428−10.5% | Reduced |
