| Covestor Ltd | 3 | $0 | 0.00% | −324−99.1% | Reduced |
| Huntington National Bank | 1 | $39 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 1 | $39 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 1 | $39 | 0.00% | +1 | New |
| Dogwood Wealth Management LLC | 3 | $117 | 0.00% | 00.0% | Unchanged |
| Gilpin Wealth Management, LLC | 4 | $157 | 0.00% | +2+100.0% | Added |
| SJS Investment Consulting Inc. | 6 | $235 | 0.00% | +6 | New |
| Rockefeller Capital Management L.P. | 7 | $273 | 0.00% | 00.0% | Unchanged |
| Ankerstar Wealth, LLC | 7 | $273 | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 7 | $273 | 0.00% | +7 | New |
| Godfrey Financial Associates, Inc. | 8 | $312 | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 10 | $393 | 0.00% | +10 | New |
| Sunbelt Securities, Inc. | 11 | $430 | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 11 | $430 | 0.00% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 14 | $547 | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 15 | $586 | 0.00% | −9−37.5% | Reduced |
| Marquette Asset Management, LLC | 17 | $665 | 0.00% | −3,882−99.6% | Reduced |
| Keating Financial Advisory Services, Inc. | 19 | $742 | 0.00% | +19 | New |
| Umb Bank N A | 23 | $898 | 0.00% | +4+21.1% | Added |
| Basecamp Wealth Advisors LLC | 27 | $1.05K | 0.00% | +27 | New |
| Parkside Financial Bank & Trust | 29 | $1.13K | 0.00% | +4+16.0% | Added |
| Cornerstone Financial Management LLC | 30 | $1.17K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 59 | $2.31K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 61 | $2.36K | 0.00% | +1+1.7% | Added |
| WealthCollab, LLC | 66 | $2.58K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 74 | $2.89K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 94 | $3.67K | 0.00% | +94 | New |
| Rothschild Investment LLC | 96 | $3.75K | 0.00% | +38+65.5% | Added |
| Hantz Financial Services, Inc. | 115 | $4.00K | 0.00% | +62+117.0% | Added |
| Los Angeles Capital Management LLC | 152 | $5.94K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 145 | $6.00K | 0.00% | −1−0.7% | Reduced |
| MAI Capital Management | 154 | $6.02K | 0.00% | +154 | New |
| SRS Capital Advisors, Inc. | 189 | $7.38K | 0.00% | +24+14.5% | Added |
| IFP Advisors, Inc | 190 | $7.42K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 218 | $8.52K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 231 | $9.02K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 253 | $9.88K | 0.00% | +253 | New |
| Jones Financial Companies LLLP | 256 | $9.92K | 0.00% | +56+28.0% | Added |
| Brown Brothers Harriman & Co | 300 | $11.7K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 342 | $13.4K | 0.00% | +22+6.9% | Added |
| True Wealth Design, LLC | 384 | $15.0K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 397 | $15.6K | 0.00% | +183+85.5% | Added |
| Advisors Asset Management, Inc. | 408 | $15.9K | 0.00% | −56−12.1% | Reduced |
| FNY Investment Advisers, LLC | 410 | $16.0K | 0.01% | +410 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 414 | $16.2K | 0.00% | +108+35.3% | Added |
| Allworth Financial LP | 436 | $17.0K | 0.00% | +65+17.5% | Added |
| EverSource Wealth Advisors, LLC | 525 | $20.5K | 0.00% | +13+2.5% | Added |
| Royal Bank of Canada | 564 | $22.0K | 0.00% | −470−45.5% | Reduced |
| Cullen/Frost Bankers, Inc. | 646 | $25.2K | 0.00% | +646 | New |
| Essential Partners LLC | 723 | $28.2K | 0.01% | +17+2.4% | Added |
| Parallel Advisors, LLC | 793 | $31.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 1,090 | $42.6K | 0.00% | +29+2.7% | Added |
| Farther Finance Advisors, LLC | 1,145 | $44.4K | 0.00% | +18+1.6% | Added |
| Signaturefd, LLC | 1,284 | $50.2K | 0.00% | +57+4.6% | Added |
| Tower Research Capital LLC (TRC) | 1,370 | $53.5K | 0.00% | −3,848−73.7% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 1,467 | $57.3K | 0.01% | +28+1.9% | Added |
| Ameritas Investment Partners, Inc. | 1,698 | $66.3K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 3,606 | $140.8K | 0.01% | +317+9.6% | Added |
| Public Employees Retirement Association of Colorado | 3,748 | $146.0K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 4,069 | $158.9K | 0.00% | −27,604−87.2% | Reduced |
| BNP Paribas Arbitrage, SA | 4,681 | $182.8K | 0.00% | −43−0.9% | Reduced |
| KLP Kapitalforvaltning AS | 4,900 | $191.4K | 0.00% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 4,918 | $192.1K | 0.00% | 00.0% | Unchanged |
| Swiss Life Asset Management Ltd | 5,140 | $200.8K | 0.00% | +5,140 | New |
| Oregon Public Employees Retirement Fund | 5,207 | $203.4K | 0.00% | +41+0.8% | Added |
| Cerity Partners LLC | 5,214 | $203.7K | 0.00% | +5,214 | New |
| DRW Securities, LLC | 5,220 | $203.9K | 0.01% | +5,220 | New |
| Royce & Associates LP | 5,241 | $204.7K | 0.00% | −3,095−37.1% | Reduced |
| Vanguard Investments Australia, Ltd. | 5,242 | $204.8K | 0.00% | +5,242 | New |
| Pallas Capital Advisors LLC | 5,377 | $210.0K | 0.01% | +5,377 | New |
| SG Americas Securities, LLC | 5,393 | $211.0K | 0.00% | −10,297−65.6% | Reduced |
| Fifth Third Bancorp | 5,451 | $212.9K | 0.00% | +5,351+5,351.0% | Added |
| State of Tennessee, Treasury Department | 5,530 | $216.0K | 0.00% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 5,650 | $220.7K | 0.00% | +5,650 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 5,661 | $221.1K | 0.00% | +5,661 | New |
| Captrust Financial Advisors | 5,682 | $221.9K | 0.00% | +5,682 | New |
| Arizona State Retirement System | 5,746 | $224.4K | 0.00% | +5,746 | New |
| Police & Firemen's Retirement System of New Jersey | 5,780 | $225.8K | 0.00% | 00.0% | Unchanged |
| JustInvest LLC | 5,792 | $226.2K | 0.00% | +5,792 | New |
| Wexford Capital LP | 5,800 | $226.5K | 0.04% | 00.0% | Unchanged |
| Inceptionr LLC | 5,852 | $228.6K | 0.06% | +5,852 | New |
| Concurrent Investment Advisors, LLC | 5,882 | $229.8K | 0.00% | +5,882 | New |
| Teachers Retirement System of the State of Kentucky | 5,993 | $234.0K | 0.00% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 6,000 | $234.4K | 0.04% | −21,200−77.9% | Reduced |
| Yousif Capital Management, LLC | 6,048 | $236.2K | 0.00% | −52−0.9% | Reduced |
| State of Wyoming | 6,281 | $245.3K | 0.03% | −1,040−14.2% | Reduced |
| Citigroup Inc | 6,378 | $249.1K | 0.00% | +29+0.5% | Added |
| Amalgamated Bank | 6,510 | $254.0K | 0.00% | +21+0.3% | Added |
| Mercer Global Advisors Inc | 6,602 | $257.9K | 0.00% | +6,602 | New |
| Susquehanna International Group, LLP | 6,952 | $271.5K | 0.00% | −21,667−75.7% | Reduced |
| Scientech Research LLC | 6,973 | $272.4K | 0.23% | +6,973 | New |
| Sterling Capital Management LLC | 7,088 | $276.9K | 0.01% | +5,917+505.3% | Added |
| Cornerstone Investment Partners, LLC | 7,110 | $277.7K | 0.01% | +7,110 | New |
| Bank of Montreal | 7,371 | $287.9K | 0.00% | +244+3.4% | Added |
| New York State Common Retirement Fund | 7,517 | $293.6K | 0.00% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 7,592 | $296.4K | 0.00% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 7,738 | $302.2K | 0.00% | 00.0% | Unchanged |
| LPL Financial LLC | 8,221 | $321.1K | 0.00% | +46+0.6% | Added |
| Quent Capital, LLC | 8,700 | $339.8K | 0.02% | 00.0% | Unchanged |
| Salzhauer Michael | 8,761 | $342.2K | 0.16% | −8,939−50.5% | Reduced |
