| AllSquare Wealth Management LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 5 | $0 | 0.00% | −5−50.0% | Reduced |
| Huntington National Bank | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 2 | $0 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 2 | $0 | 0.00% | +2 | New |
| Signaturefd, LLC | 3 | $0 | 0.00% | +3 | New |
| JFS Wealth Advisors, LLC | 2 | $0 | 0.00% | +2 | New |
| Steward Partners Investment Advisory, LLC | 2 | $0 | 0.00% | +2 | New |
| SJS Investment Consulting Inc. | 1 | $0 | 0.00% | +1 | New |
| Cornerstone Management, Inc. | 1 | $98 | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 6 | $587 | 0.00% | −97−94.2% | Reduced |
| Federation des caisses Desjardins du Quebec | 7 | $684 | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 19 | $1.00K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 6 | $1.00K | 0.00% | −1−14.3% | Reduced |
| Parallel Advisors, LLC | 9 | $1.00K | 0.00% | −4−30.8% | Reduced |
| Global Retirement Partners, LLC | 9 | $1.00K | 0.00% | −3−25.0% | Reduced |
| Newbridge Financial Services Group, Inc. | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 9 | $1.00K | 0.00% | +9 | New |
| Wipfli Financial Advisors LLC, | 15 | $1.00K | 0.00% | +15 | New |
| Financial Synergies Wealth Advisors, Inc. | 14 | $1.37K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 24 | $2.00K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 22 | $2.00K | 0.00% | +2+10.0% | Added |
| Covestor Ltd | 22 | $2.00K | 0.00% | −1−4.3% | Reduced |
| Umb Bank N A | 19 | $2.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 18 | $2.00K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 16 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co | 16 | $2.00K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 19 | $2.00K | 0.00% | +14+280.0% | Added |
| Dark Forest Capital Management LP | 19 | $2.00K | 0.00% | +19 | New |
| Bartlett & Co. Wealth Management LLC | 24 | $2.35K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co of South Dakota | 33 | $3.00K | 0.01% | −6−15.4% | Reduced |
| Toronto Dominion Bank | 30 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 35 | $3.00K | 0.00% | +5+16.7% | Added |
| Fifth Third Bancorp | 42 | $4.00K | 0.00% | 00.0% | Unchanged |
| Hanseatic Management Services Inc | 44 | $4.00K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 59 | $5.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 50 | $5.00K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 48 | $5.00K | 0.00% | +44+1,100.0% | Added |
| First Manhattan Co | 57 | $5.00K | 0.00% | +57 | New |
| EverSource Wealth Advisors, LLC | 86 | $8.00K | 0.00% | −38−30.6% | Reduced |
| TCI Wealth Advisors, Inc. | 80 | $8.00K | 0.00% | +21+35.6% | Added |
| CWM, LLC | 81 | $8.00K | 0.00% | +37+84.1% | Added |
| Meeder Asset Management Inc | 101 | $10.0K | 0.00% | +11+12.2% | Added |
| Assetmark, Inc | 121 | $12.0K | 0.00% | −17−12.3% | Reduced |
| Versant Capital Management, Inc | 119 | $12.0K | 0.00% | −5−4.0% | Reduced |
| Macquarie Group Ltd | 0 | $18.0K | 0.00% | −187−100.0% | Reduced |
| Nomura Asset Management Co Ltd | 220 | $21.5K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 358 | $36.0K | 0.00% | +41+12.9% | Added |
| Sutton Wealth Advisors Inc. | 491 | $48.0K | 0.02% | −3−0.6% | Reduced |
| Rockefeller Capital Management L.P. | 529 | $51.0K | 0.00% | −266−33.5% | Reduced |
| US Bancorp | 791 | $77.0K | 0.00% | −8−1.0% | Reduced |
| Metropolitan Life Insurance Co | 857 | $83.8K | 0.00% | 00.0% | Unchanged |
| Counterpoint Mutual Funds LLC | 1,038 | $101.0K | 0.25% | −118−10.2% | Reduced |
| Ameritas Investment Partners, Inc. | 1,113 | $108.0K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 1,211 | $118.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,298 | $127.0K | 0.00% | +631+94.6% | Added |
| Aquatic Capital Management LLC | 1,300 | $127.0K | 0.01% | +800+160.0% | Added |
| Lazard Asset Management LLC | 1,311 | $128.0K | 0.00% | −442−25.2% | Reduced |
| The PNC Financial Services Group, Inc. | 1,338 | $131.0K | 0.00% | −35−2.5% | Reduced |
| Public Employees Retirement System of Ohio | 1,360 | $133.0K | 0.00% | −3,655−72.9% | Reduced |
| Nisa Investment Advisors, LLC | 1,372 | $142.0K | 0.00% | −191−12.2% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 1,838 | $180.0K | 0.00% | +701+61.7% | Added |
| Allspring Global Investments Holdings, LLC | 1,886 | $184.0K | 0.00% | +82+4.5% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,948 | $190.5K | 0.00% | −12,392−86.4% | Reduced |
| Advisors Preferred, LLC | 1,854 | $191.0K | 0.24% | +1,854 | New |
| Central Trust Co | 2,000 | $196.0K | 0.01% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 1,999 | $196.0K | 0.06% | +59+3.0% | Added |
| Quantbot Technologies LP | 2,089 | $204.0K | 0.02% | +2,089 | New |
| Virginia Retirement Systems Et Al | 2,100 | $205.3K | 0.00% | +2,100 | New |
| CWM Advisors, LLC | 2,130 | $208.0K | 0.03% | +183+9.4% | Added |
| Zacks Investment Management | 2,228 | $218.0K | 0.00% | −448−16.7% | Reduced |
| Money Concepts Capital Corp | 2,497 | $244.0K | 0.01% | +120+5.0% | Added |
| Bailard, Inc. | 2,500 | $244.0K | 0.01% | +2,500 | New |
| State of Wisconsin Investment Board | 2,601 | $254.0K | 0.00% | −907−25.9% | Reduced |
| XTX Topco Ltd | 2,610 | $255.0K | 0.06% | +2,610 | New |
| Great Point Wealth Advisors, LLC | 2,715 | $265.0K | 0.10% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 2,736 | $267.0K | 0.02% | −7,231−72.5% | Reduced |
| Truist Financial Corp | 2,745 | $269.0K | 0.00% | −2,690−49.5% | Reduced |
| HSBC Holdings PLC | 2,725 | $269.0K | 0.00% | −1,167−30.0% | Reduced |
| Mutual of America Capital Management LLC | 2,779 | $272.0K | 0.00% | +436+18.6% | Added |
| PEAK6 Investments LLC | 2,790 | $273.0K | 0.01% | +2,790 | New |
| DekaBank Deutsche Girozentrale | 3,323 | $322.0K | 0.00% | +3,157+1,901.8% | Added |
| Royal Bank of Canada | 3,538 | $345.0K | 0.00% | −123−3.4% | Reduced |
| Navellier & Associates Inc | 3,541 | $346.0K | 0.08% | −113−3.1% | Reduced |
| Atria Wealth Solutions, Inc. | 3,595 | $351.5K | 0.01% | −79−2.2% | Reduced |
| Cornerstone Investment Partners, LLC | 3,615 | $353.0K | 0.03% | −56−1.5% | Reduced |
| Everence Capital Management Inc | 3,640 | $356.0K | 0.03% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 3,653 | $357.0K | 0.00% | −1,290−26.1% | Reduced |
| National Asset Management, Inc. | 3,641 | $357.0K | 0.01% | +1,447+66.0% | Added |
| Teachers Retirement System of the State of Kentucky | 3,774 | $369.0K | 0.00% | +3,774 | New |
| Arizona State Retirement System | 3,792 | $371.0K | 0.00% | +9+0.2% | Added |
