| BlackRock, Inc. | 11.4M | $246.4M | −$3.7M | Added$14.9M |
| DONALD SMITH & CO., INC. | 9.49M | $204.3M | −$2.95M | Added$19.8M |
| DIMENSIONAL FUND ADVISORS LP | 6.99M | $150.5M | −$2.45M | Cut−$2.59M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 6.71M | $144.5M | — | Held |
| Capital World Investors | 5.6M | $120.6M | — | New |
| AMERICAN CENTURY COMPANIES INC | 5.22M | $112.4M | −$1.76M | Added$2.45M |
| VANGUARD CAPITAL MANAGEMENT LLC | 4.76M | $102.5M | — | Held |
| State Street | 4.35M | $93.7M | −$1.51M | Cut−$950.1K |
| VICTORY CAPITAL MANAGEMENT INC | 3.71M | $80M | −$1.3M | Cut−$12.4M |
| PRIVATE MANAGEMENT GROUP INC | 3.41M | $73.5M | −$1.19M | Cut−$2.62M |
| WELLINGTON MANAGEMENT GROUP LLP | 3.1M | $66.8M | −$1.09M | Cut−$22.9M |
| GILDER GAGNON HOWE & CO LLC | 2.95M | $63.5M | −$1.03M | Cut−$8.65M |
| GEODE CAPITAL MANAGEMENT, LLC | 2.64M | $56.8M | −$855.8K | Added$3.22M |
| GOLDMAN SACHS GROUP INC | 1.8M | $38.8M | −$630.6K | Cut−$934.1K |
| MORGAN STANLEY | 1.6M | $34.5M | −$560K | Cut−$4.04M |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 1.42M | $30.5M | −$486.5K | Added$61.4K |
| Invesco Ltd. | 1.29M | $27.9M | −$452.9K | Cut−$3.19M |
| FEDERATED HERMES, INC. | 1.13M | $24.4M | −$374.2K | Added$1.04M |
| NORTHERN TRUST CORP | 1.1M | $23.8M | −$372.2K | Added$523.3K |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.07M | $23M | −$342.3K | Added$1.58M |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 941.9K | $20.3M | −$324.6K | Cut−$12.1K |
| Capital Research Global Investors | 748K | $16.1M | −$261.8K | Cut−$146.9M |
| Nuveen, LLC | 688K | $14.8M | −$233.7K | Added$202.9K |
| VANGUARD FIDUCIARY TRUST CO | 677.8K | $14.6M | — | Held |
| Qube Research & Technologies Ltd | 671.9K | $14.5M | −$112K | Added$7.47M |
| Bank of New York Mellon Corp | 665.6K | $14.3M | −$233K | Cut−$602.6K |
| Empowered Funds, LLC | 550K | $11.8M | −$186.9K | Added$157.2K |
| PRINCIPAL FINANCIAL GROUP INC | 505.6K | $10.9M | −$173.5K | Added$42.2K |
| FRANKLIN RESOURCES INC | 481.3K | $10.4M | −$54.8K | Added$6.94M |
| FIRST TRUST ADVISORS LP | 460.6K | $9.92M | −$119.1K | Added$2.47M |
| MILLENNIUM MANAGEMENT LLC | 452.2K | $9.74M | −$39.6K | Added$7.27M |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 427.4K | $9.21M | −$101.5K | Added$2.86M |
| RBF Capital, LLC | 416.9K | $8.98M | −$145.9K | Cut−$145.9K |
| Icahn Capital | 411.3K | $8.86M | −$131.2K | Added$654.9K |
| Zweig-DiMenna Associates LLC | 397.4K | $8.56M | −$139.1K | Cut−$2.2M |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 371.9K | $8.01M | −$130.2K | Cut−$1.86M |
| BANK OF AMERICA CORP /DE/ | 347.9K | $7.49M | −$121.8K | Cut−$13.9M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 334.2K | $7.2M | −$9.69K | Added$6.59M |
| RHUMBLINE ADVISERS | 267.8K | $5.77M | −$90.4K | Added$113.4K |
| Legal & General Group Plc | 236K | $5.08M | −$82.6K | Cut−$567.2K |
| Citadel | 230.5K | $4.97M | −$24.8K | Added$3.42M |
| Swiss National Bank | 207.1K | $4.46M | −$72.5K | Cut−$72.5K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 207K | $4.46M | −$68.6K | Added$167.8K |
| Harvest Investment Services, LLC | 205.3K | $4.42M | −$48.5K | Added$1.39M |
| Arbiter Partners Capital Management LLC | 200.8K | $4.33M | −$70.3K | Cut−$70.3K |
| D. E. Shaw & Co., Inc. | 190.1K | $4.09M | −$63.5K | Added$122.1K |
| AMERIPRISE FINANCIAL INC | 176.6K | $3.8M | −$61.8K | Cut−$268.6K |
| INTECH INVESTMENT MANAGEMENT LLC | 149.6K | $3.22M | −$21.1K | Added$1.9M |
| PDT Partners, LLC | 141.7K | $3.05M | −$49.6K | Cut−$49.6K |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 132.7K | $2.86M | −$43.8K | Added$119.4K |
| JANE STREET GROUP, LLC | 128.8K | $2.77M | — | New |
| UBS Group AG | 127.6K | $2.75M | −$15.9K | Added$1.75M |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 125.6K | $2.71M | — | New |
| Russell Investments Group, Ltd. | 121K | $2.61M | −$41.9K | Cut−$17.1K |
| BOOTHBAY FUND MANAGEMENT, LLC | 115.8K | $2.49M | −$40.5K | Cut−$52.9K |
| Vanguard Global Advisers, LLC | 112.6K | $2.43M | — | Held |
| State of New Jersey Common Pension Fund D | 102.2K | $2.2M | −$35.8K | Cut−$171.6K |
| VANGUARD ASSET MANAGEMENT, Ltd | 101.9K | $2.19M | — | Held |
| ALLIANCEBERNSTEIN L.P. | 100.1K | $2.19M | $0 | Cut−$1.56M |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 99.5K | $2.14M | −$30.2K | Added$251.4K |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 98.9K | $2.13M | −$34.6K | Cut−$51.4K |
| DEUTSCHE BANK AG\ | 96K | $2.07M | −$32.1K | Added$58.7K |
| XTX Topco Ltd | 93.2K | $2.01M | −$3.52K | Added$1.79M |
| Precision Wealth Strategies, LLC | 79K | $1.7M | — | New |
| VOYA INVESTMENT MANAGEMENT LLC | 75.3K | $1.62M | −$26.4K | Cut−$38.1K |
| Boston Partners | 64.5K | $1.39M | −$21.6K | Added$36.6K |
| WELLS FARGO & COMPANY/MN | 61.5K | $1.32M | −$21.5K | Cut−$1.68M |
| MetLife Investment Management, LLC | 57.8K | $1.24M | −$20.2K | Cut−$31.5K |
| Campbell & CO Investment Adviser LLC | 55.2K | $1.19M | −$17.2K | Added$113.8K |
| Illinois Municipal Retirement Fund | 55.1K | $1.19M | −$18.8K | Added$9.46K |
| State of Tennessee, Department of Treasury | 54.2K | $1.17M | $58K | Added$120.2K |
| TWO SIGMA INVESTMENTS, LP | 51.8K | $1.12M | −$12.9K | Added$308.3K |
| Engineers Gate Manager LP | 50.2K | $1.08M | −$8.74K | Added$534.3K |
| RITHOLTZ WEALTH MANAGEMENT | 49.3K | $1.06M | — | New |
| JANUS HENDERSON GROUP PLC | 48.9K | $1.05M | −$15.9K | Cut−$15.9K |
| Assenagon Asset Management S.A. | 48.8K | $1.05M | −$17.1K | Cut−$11.1M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 48K | $1.03M | −$16.7K | Cut−$7.65K |
| Quantinno Capital Management LP | 47K | $1.01M | −$10.9K | Added$329.8K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 46.8K | $1.01M | −$15.9K | Added$15.5K |
| Louisiana State Employees Retirement System | 46.1K | $993K | −$16.1K | Cut−$49K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 45.6K | $981.8K | −$4.15K | Added$722K |
| FJ Capital Management LLC | 44.1K | $950.8K | −$15.4K | Cut−$599.9K |
| Squarepoint Ops LLC | 42.9K | $923.9K | −$15K | Cut−$743.3K |
| HSBC HOLDINGS PLC | 43K | $919.5K | −$23.2K | Cut−$1.19M |
| HUSSMAN STRATEGIC ADVISORS, INC. | 42K | $904.7K | — | New |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 41.8K | $900.6K | −$14.6K | Cut−$56.3K |
| STRS OHIO | 41.8K | $900.4K | −$14.6K | Cut−$14.6K |
| EXCHANGE TRADED CONCEPTS, LLC | 38.7K | $832.8K | −$13.5K | Cut−$1.63M |
| SYON CAPITAL LLC | 37.4K | $805.9K | −$13.1K | Cut−$12.5K |
| Fi3 FINANCIAL ADVISORS, LLC | 37.1K | $799.3K | −$13K | Cut−$23K |
| ROYCE & ASSOCIATES LP | 34.5K | $744K | −$12.1K | Cut−$376.3K |
| State of Wyoming | 33.7K | $725.9K | −$11.8K | Cut−$138.2K |
| NEW YORK STATE COMMON RETIREMENT FUND | 33.6K | $723.7K | −$11.8K | Cut−$11.8K |
| SEI INVESTMENTS CO | 31.9K | $686.1K | −$11.1K | Cut−$8.77K |
| CITIGROUP INC | 31.8K | $686K | −$10.3K | Added$42.5K |
| Mariner, LLC | 29.1K | $625.9K | −$10.5K | Cut−$118.9K |
| ARIZONA STATE RETIREMENT SYSTEM | 28.9K | $622.6K | −$10.1K | Cut−$17.9K |
| CANADA PENSION PLAN INVESTMENT BOARD | 28.9K | $622.5K | −$10.1K | Cut−$84.5K |
| EVOLVE PRIVATE WEALTH, LLC | 28.8K | $620.5K | −$9.17K | Added$46.7K |
| Police & Firemen's Retirement System of New Jersey | 28.4K | $611.2K | −$9.93K | Cut−$9.93K |
| BARCLAYS PLC | 28.2K | $607K | −$9.86K | Cut−$2.93M |
| YOUSIF CAPITAL MANAGEMENT, LLC | 27.6K | $593.6K | $47.1K | Added$41.3K |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 25.7K | $553.8K | −$9K | Cut−$9.61K |
| Vanguard Investments Australia, Ltd. | 25.7K | $553.4K | — | Held |
| Pathstone Holdings, LLC | 25.5K | $549.9K | −$8.94K | Cut−$38.9K |
| BFSG, LLC | 25.2K | $543.3K | −$8.83K | Cut−$11K |
| ALPS ADVISORS INC | 24.3K | $523.9K | — | New |
| TEACHER RETIREMENT SYSTEM OF TEXAS | 24.3K | $523.6K | −$4.86K | Added$219.7K |
| Edgestream Partners, L.P. | 23.9K | $515.7K | −$8.38K | Cut−$2.23M |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 23.8K | $512.8K | −$8.33K | Cut−$8.33K |
| KLP KAPITALFORVALTNING AS | 23.2K | $499.7K | −$7.46K | Added$33.5K |
| Measured Wealth Private Client Group, LLC | 23.1K | $497.2K | −$4.45K | Added$218.8K |
| BNP PARIBAS FINANCIAL MARKETS | 23K | $494.7K | −$7.97K | Cut−$3.66K |
| KEYBANK NATIONAL ASSOCIATION/OH | 22K | $473.7K | −$7.69K | Cut−$60.7K |
| EntryPoint Capital, LLC | 18.2K | $392.2K | −$4.47K | Added$112.4K |
| Pictet Asset Management Holding SA | 18K | $387.3K | −$5.46K | Added$45.7K |
| Renaissance Technologies | 17.6K | $379.1K | — | New |
| PRUDENTIAL FINANCIAL INC | 17.4K | $373.7K | — | New |
| FOX RUN MANAGEMENT, L.L.C. | 17.4K | $369.4K | — | New |
| ROYAL BANK OF CANADA | 16.9K | $363K | −$2.73K | Added$171K |
| Sterling Capital Management LLC | 16.7K | $360.1K | −$5.85K | Cut−$226.8K |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 16.5K | $356.3K | −$5.7K | Cut−$361 |
| Sequoia Financial Advisors, LLC | 16.2K | $348.1K | −$5.66K | Cut−$23.9K |
| Tidal Investments LLC | 16.1K | $347.1K | — | New |
| STATE OF WISCONSIN INVESTMENT BOARD | 16.1K | $347K | −$4.36K | Added$74.1K |
| ProShare Advisors LLC | 16K | $344K | −$5.59K | Cut−$92.8K |
| MIRABELLA FINANCIAL SERVICES LLP | 15.6K | $336.4K | — | New |
| Maryland State Retirement & Pension System | 15.2K | $327.2K | −$5.32K | Cut−$5.32K |
| Metis Global Partners, LLC | 15K | $323.8K | — | New |
| CWM, LLC | 15K | $323.4K | $292.5K | Added$323.1K |
| Baker Ellis Asset Management LLC | 15K | $323.1K | −$5.25K | Cut−$5.25K |
| Fidelity | 13.7K | $296.1K | −$4.81K | Cut−$69.3K |
| IEQ CAPITAL, LLC | 13.7K | $294.8K | −$4.79K | Cut−$328.2K |
| HighTower Advisors, LLC | 13.5K | $291K | −$4.73K | Cut−$94.8K |
| NEUBERGER BERMAN GROUP LLC | 13.1K | $281.1K | −$4.34K | Added$9.86K |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 12.9K | $278K | $38.2K | Added$70.8K |
| Ashton Thomas Private Wealth, LLC | 12.4K | $266.4K | — | New |
| MERCER GLOBAL ADVISORS INC /ADV | 12.3K | $264.7K | — | New |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 11.9K | $256.3K | −$4.16K | Cut−$4.84K |
| CIBC Asset Management Inc | 11.6K | $249K | −$4.05K | Cut−$4.05K |
| Vanguard Personalized Indexing Management, LLC | 11.4K | $245.9K | — | New |
| CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 11.3K | $242.5K | −$3.94K | Cut−$3.94K |
| Ethic Inc. | 11.2K | $240.3K | −$3.87K | Cut−$1.65K |
| Corient Private Wealth LLC | 11K | $236.4K | −$3.72K | Added$3.95K |
| BANK OF MONTREAL /CAN/ | 10.6K | $227.9K | −$3.7K | Cut−$57.9K |
| XPONANCE LLC | 10.5K | $227.1K | — | New |
| Quantedge Capital Pte Ltd | 10.5K | $226.2K | — | New |
| Jackson Hole Capital Partners, LLC | 10.5K | $225.6K | −$3.67K | Cut−$3.67K |
| Gotham Asset Management, LLC | 10K | $216.2K | — | New |
| Cerity Partners LLC | 9.74K | $209.8K | −$3.41K | Cut−$8.79K |
| Ameritas Investment Partners, Inc. | 8.57K | $184.5K | −$3K | Cut−$3K |
| GLOBEFLEX CAPITAL L P | 8.57K | $184.5K | −$2.92K | Added$1.79K |
| GAMMA Investing LLC | 7.03K | $151.4K | −$2.46K | Cut−$10.9K |
| PNC Financial Services Group, Inc. | 6.7K | $144.4K | −$2.35K | Cut−$2.39K |
| Pinnacle Wealth Planning Services, Inc. | 5.73K | $123.4K | −$2.01K | Cut−$13.2K |
| Tower Research Capital LLC (TRC) | 5.56K | $119.8K | −$1.95K | Cut−$89.6K |
| Leonteq Securities AG | 5.02K | $108.1K | −$1.76K | Cut−$28K |
| Kemnay Advisory Services Inc. | 4.93K | $106.1K | — | New |
| EverSource Wealth Advisors, LLC | 3.7K | $79.8K | −$856 | Added$26.2K |
| Aquatic Capital Management LLC | 3.54K | $76.3K | −$1.24K | Cut−$18.6K |
| Versant Capital Management, Inc | 2.6K | $56.1K | −$906 | Cut−$561 |
| Caitlin John, LLC | 2.16K | $46.4K | −$755 | Cut−$755 |
| Farther Finance Advisors, LLC | 2.12K | $45.9K | −$573 | Cut−$4.27K |
| NOMURA ASSET MANAGEMENT CO LTD | 1.5K | $32.3K | — | New |
| NISA INVESTMENT ADVISORS, LLC | 1.49K | $32K | −$509 | Added$202 |
| Salomon & Ludwin, LLC | 1.32K | $29.4K | $504 | Added$14.5K |
| OSAIC HOLDINGS, INC. | 1.2K | $25.9K | −$418 | Cut−$246 |
| North Star Investment Management Corp. | 1.04K | $22.3K | −$363 | Cut−$363 |
| GROUP ONE TRADING LLC | 1K | $21.5K | −$350 | Cut−$350 |
| ISLAY CAPITAL MANAGEMENT, LLC | 956 | $20.6K | — | New |
| Allworth Financial LP | 871 | $18.8K | −$245 | Added$3.46K |
| FIFTH THIRD BANCORP | 813 | $17.5K | −$217 | Added$3.96K |
| PRICE T ROWE ASSOCIATES INC /MD/ | 749.3K | $16.1K | −$76 | Added$11.4K |
| QUADRANT CAPITAL GROUP LLC | 712 | $15.3K | −$249 | Cut−$249 |
| NewEdge Advisors, LLC | 13.6K | $13.6K | — | New |
| SJS Investment Consulting Inc. | 590 | $12.7K | −$9 | Added$12.2K |
| ROTHSCHILD INVESTMENT LLC | 585 | $12.6K | −$170 | Added$1.96K |
| Aster Capital Management (DIFC) Ltd | 687 | $11.9K | — | New |
| UMB Bank, n.a. | 535 | $11.5K | −$181 | Added$185 |
| Smartleaf Asset Management LLC | 502 | $10.6K | −$447 | Cut−$37.9K |
| Private Wealth Management Group, LLC | 444 | $9.56K | −$156 | Cut−$156 |
| Essential Partners LLC | 427 | $9.2K | −$149 | Cut−$149 |
| PRIVATE TRUST CO NA | 400 | $8.62K | −$140 | Cut−$140 |
| Rockefeller Capital Management L.P. | 344 | $7.41K | −$120 | Cut−$4.85K |
| MassMutual Private Wealth & Trust, FSB | 342 | $7.37K | −$119 | Cut−$119 |
| Torren Management, LLC | 265 | $5.71K | −$93 | Cut−$137.1K |
| Arax Advisory Partners | 263 | $5.67K | −$64 | Added$1.66K |
| Intentional Wealth Strategies, LLC | 262 | $5.64K | — | Held |
| LSV ASSET MANAGEMENT | 258K | $5.56K | −$90 | Cut−$90 |
| BESSEMER GROUP INC | 252.2K | $5.43K | −$58 | Added$1.76K |
| Keating Financial Advisory Services, Inc. | 235 | $5.06K | −$5 | Added$4.71K |
| Fortitude Family Office, LLC | 207 | $4.46K | −$68 | Added$212 |
| Root Financial Partners, LLC | 203 | $4.37K | −$48 | Added$1.37K |
| IFP Advisors, Inc | 194 | $4.18K | −$67 | Cut−$527 |
| HARBOR CAPITAL ADVISORS, INC. | 190.9K | $4.11K | −$67 | Cut−$736 |
| Rachor Investment Advisory Services, LLC | 189 | $4.07K | −$65 | Cut−$2.17K |
| Sound Income Strategies, LLC | 167 | $3.61K | $271 | Added$271 |
| Quarry LP | 147 | $3.17K | −$52 | Cut−$3.49K |
| JPL Wealth Management, LLC | 105 | $2.26K | — | New |
| Parkside Financial Bank & Trust | 89 | $1.92K | −$31 | Cut−$31 |
| PICTON MAHONEY ASSET MANAGEMENT | 81 | $1.75K | −$28 | Cut−$28 |
| TWIN PEAKS WEALTH ADVISORS, LLC | 80 | $1.72K | — | New |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 65.9K | $1.42K | −$23 | Cut−$23 |
| SALEM INVESTMENT COUNSELORS INC | 65 | $1.4K | — | New |
| State of Alaska, Department of Revenue | 56.7K | $1.22K | −$20 | Cut−$56 |
| FARMERS & MERCHANTS INVESTMENTS INC | 56 | $1.21K | −$20 | Cut−$20 |
| JONES FINANCIAL COMPANIES LLLP | 54 | $1.12K | −$40 | Added$314 |
| Kilter Group LLC | 48 | $1.03K | −$17 | Cut−$17 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 46.6K | $1K | −$16 | Cut−$24 |
| SBI Securities Co., Ltd. | 43 | $926 | −$6 | Added$532 |
| CVA Family Office, LLC | 42 | $905 | — | New |
| Optiver Holding B.V. | 42 | $905 | — | New |
| MAI Capital Management | 40 | $862 | −$14 | Cut−$80 |
| Larson Financial Group LLC | 40 | $862 | −$4 | Added$556 |
| Annis Gardner Whiting Capital Advisors, LLC | 38 | $819 | −$13 | Cut−$13 |
| SG Americas Securities, LLC | 37.3K | $804 | −$8 | Added$281 |
| Bell Investment Advisors, Inc | 36 | $776 | −$13 | Cut−$13 |
| Manchester Capital Management LLC | 34 | $733 | −$12 | Cut−$12 |
| AMALGAMATED BANK | 29.9K | $644 | −$10 | Cut−$16 |
| Frazier Financial Advisors, LLC | 27 | $582 | — | New |
| Caitong International Asset Management Co., Ltd | 26 | $560 | — | New |
| GSA CAPITAL PARTNERS LLP | 25K | $539 | — | New |
| Handelsbanken Fonder AB | 24.1K | $519 | −$6 | Added$123 |
| True Wealth Design, LLC | 24 | $517 | −$9 | Cut−$1.83K |
| GILPIN WEALTH MANAGEMENT, LLC | 23 | $496 | −$3 | Added$277 |
| Ankerstar Wealth, LLC | 19 | $409 | −$7 | Cut−$7 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 18.6K | $401 | −$6 | Cut−$6 |
| NATIXIS ADVISORS, LLC | 18.4K | $395 | −$6 | Added$97 |
| JFS WEALTH ADVISORS, LLC | 15 | $324 | −$5 | Added$17 |
| PRAXIS INVESTMENT MANAGEMENT INC | 10.5K | $226 | −$4 | Cut−$4 |
| DiNuzzo Private Wealth, Inc. | 10 | $216 | −$3 | Cut−$3 |
| Rialto Wealth Management, LLC | 9 | $194 | −$4 | Added$18 |
| ACADIAN ASSET MANAGEMENT LLC | 8.64K | $185 | −$4 | Cut−$512 |
| Stone House Investment Management, LLC | 7 | $151 | — | New |
| Bogart Wealth, LLC | 5 | $108 | — | New |
| KBC Group NV | 4.13K | $89 | −$2 | Cut−$2 |
| Hughes Financial Services, LLC | 3 | $65 | −$1 | Cut−$23 |
| HFM Investment Advisors, LLC | 3 | $65 | −$1 | Cut−$1 |
| Dunhill Financial, LLC | 1 | $36 | $17 | Cut−$2 |
| Vermillion Wealth Management, Inc. | 1 | $22 | — | New |
| CURIO WEALTH, LLC | 1 | $22 | — | New |
| Bay Harbor Wealth Management, LLC | 1 | $21 | $0 | Held |
| HANTZ FINANCIAL SERVICES, INC. | 845 | $18 | −$0 | Added$8 |
| Covestor Ltd | 27 | $1 | $0 | Added$1 |