| E Fund Management (Hong Kong) Co., Ltd. | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1 | $219 | 0.00% | −25−96.2% | Reduced |
| WestEnd Advisors, LLC | 1 | $226 | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 1 | $226 | 0.00% | +1 | New |
| Annapolis Financial Services, LLC | 1 | $227 | 0.00% | +1 | New |
| Planning Capital Management Corp | 2 | $435 | 0.00% | +1+100.0% | Added |
| ClariVest Asset Management LLC | 3 | $672 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 3 | $679 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 3 | $703 | 0.00% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 4 | $905 | 0.00% | +4 | New |
| Hantz Financial Services, Inc. | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 5 | $1.13K | 0.00% | +3+150.0% | Added |
| Davis Capital Management | 5 | $1.13K | 0.00% | +5 | New |
| Claris Advisors, LLC | 5 | $1.13K | 0.00% | +5 | New |
| True Wealth Design, LLC | 6 | $1.36K | 0.00% | −1−14.3% | Reduced |
| Financial Network Wealth Advisors LLC | 8 | $1.81K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 8 | $1.83K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 11 | $2.00K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 9 | $2.04K | 0.00% | −17−65.4% | Reduced |
| Ruedi Wealth Management, Inc. | 9 | $2.04K | 0.00% | −10−52.6% | Reduced |
| Sound Income Strategies, LLC | 9 | $2.04K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 9 | $2.04K | 0.00% | 00.0% | Unchanged |
| Peterson Financial Group, Inc. | 9 | $2.06K | 0.01% | +9 | New |
| Cornerstone Planning Group LLC | 10 | $2.20K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 10 | $2.28K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 12 | $2.60K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 14 | $2.70K | 0.00% | −1−6.7% | Reduced |
| TD Capital Management LLC | 12 | $2.73K | 0.00% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 13 | $2.94K | 0.00% | 00.0% | Unchanged |
| American National Bank | 14 | $3.17K | 0.00% | −1,315−98.9% | Reduced |
| Westend Capital Management, LLC | 14 | $3.17K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 14 | $3.17K | 0.00% | −1−6.7% | Reduced |
| Godsey & Gibb Associates | 15 | $3.40K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 15 | $3.40K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 16 | $3.62K | 0.00% | −2−11.1% | Reduced |
| DiNuzzo Private Wealth, Inc. | 16 | $3.62K | 0.00% | −1−5.9% | Reduced |
| CNB Bank | 16 | $3.62K | 0.00% | 00.0% | Unchanged |
| City State Bank | 18 | $4.07K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 19 | $4.30K | 0.00% | −8−29.6% | Reduced |
| Richard W. Paul & Associates, LLC | 19 | $4.30K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 19 | $4.30K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 20 | $4.53K | 0.00% | −695−97.2% | Reduced |
| Harbor Investment Advisory, LLC | 20 | $4.53K | 0.00% | −1−4.8% | Reduced |
| Colonial Trust Co | 21 | $4.66K | 0.00% | +21 | New |
| Eagle Bay Advisors LLC | 21 | $4.72K | 0.00% | −2−8.7% | Reduced |
| Hollencrest Capital Management | 22 | $4.98K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 23 | $5.21K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 25 | $5.66K | 0.00% | +25 | New |
| Beacon Capital Management, LLC | 27 | $6.11K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 27 | $6.11K | 0.00% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 29 | $6.60K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 30 | $6.79K | 0.00% | −16−34.8% | Reduced |
| West Paces Advisors Inc. | 30 | $6.79K | 0.00% | −12−28.6% | Reduced |
| Rocky Mountain Advisers, LLC | 34 | $7.69K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 35 | $8.00K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 39 | $8.83K | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 43 | $9.73K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 44 | $9.99K | 0.00% | +1+2.3% | Added |
| Capital Advisors, Ltd. LLC | 43 | $10.0K | 0.00% | +2+4.9% | Added |
| Dunhill Financial, LLC | 54 | $12.1K | 0.01% | +39+260.0% | Added |
| Kiely Wealth Advisory Group, Inc. | 67 | $12.9K | 0.01% | 00.0% | Unchanged |
| Hemington Wealth Management | 74 | $13.0K | 0.00% | +74 | New |
| Stuart Chaussee & Associates, Inc. | 60 | $13.6K | 0.00% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 63 | $14.0K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 67 | $15.2K | 0.00% | −5−6.9% | Reduced |
| Asset Dedication, LLC | 72 | $16.3K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 72 | $16.3K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 75 | $17.0K | 0.01% | 00.0% | Unchanged |
| Hilltop National Bank | 75 | $17.0K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 75 | $17.0K | 0.00% | +3+4.2% | Added |
| Stephenson National Bank & Trust | 78 | $17.7K | 0.01% | 00.0% | Unchanged |
| Sandy Spring Bank | 79 | $17.9K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 80 | $18.1K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 81 | $18.3K | 0.02% | +4+5.2% | Added |
| Webster Bank, N. A. | 82 | $18.6K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 86 | $19.5K | 0.01% | +27+45.8% | Added |
| Gables Capital Management Inc. | 86 | $19.5K | 0.01% | +86 | New |
| Harel Insurance Investments & Financial Services Ltd. | 92 | $21.0K | 0.00% | −20−17.9% | Reduced |
| Coston, McIsaac & Partners | 94 | $21.0K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 92 | $21.0K | 0.00% | +2+2.2% | Added |
| Tradewinds Capital Management, LLC | 95 | $21.5K | 0.01% | 00.0% | Unchanged |
| LRI Investments, LLC | 120 | $21.6K | 0.00% | −75−38.5% | Reduced |
| Farmers & Merchants Investments Inc | 96 | $21.7K | 0.00% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 100 | $22.6K | 0.00% | −2,775−96.5% | Reduced |
| TSFG, LLC | 101 | $23.0K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 109 | $24.7K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 110 | $24.9K | 0.00% | +110 | New |
| Optiver Holding B.V. | 111 | $25.1K | 0.00% | −347−75.8% | Reduced |
| Bell Investment Advisors, Inc | 113 | $25.6K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 119 | $26.9K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 124 | $28.1K | 0.01% | +114+1,140.0% | Added |
| J.Safra Asset Management Corp | 126 | $28.5K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 131 | $29.7K | 0.00% | +10+8.3% | Added |
| Rise Advisors, LLC | 132 | $29.9K | 0.01% | 00.0% | Unchanged |
| Castleview Partners, LLC | 140 | $31.6K | 0.02% | +1+0.7% | Added |
| Trust Co of Vermont | 145 | $32.8K | 0.00% | +25+20.8% | Added |
| Larson Financial Group LLC | 148 | $33.5K | 0.00% | −3−2.0% | Reduced |
| Parkside Financial Bank & Trust | 149 | $33.7K | 0.00% | −8−5.1% | Reduced |