| Asset Dedication, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 2 | $59 | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 3 | $88 | 0.00% | −9,830−100.0% | Reduced |
| Raleigh Capital Management Inc. | 5 | $147 | 0.00% | +5 | New |
| West Paces Advisors Inc. | 7 | $206 | 0.00% | +7 | New |
| True Wealth Design, LLC | 7 | $207 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 14 | $413 | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 20 | $590 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 23 | $678 | 0.00% | +23 | New |
| MCF Advisors LLC | 24 | $708 | 0.00% | 00.0% | Unchanged |
| Turtle Creek Wealth Advisors, LLC | 25 | $737 | 0.00% | +25 | New |
| Dunhill Financial, LLC | 26 | $753 | 0.00% | +26 | New |
| Abound Wealth Management | 29 | $855 | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 30 | $884 | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 30 | $885 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 30 | $890 | 0.00% | −10−25.0% | Reduced |
| Manchester Capital Management LLC | 31 | $914 | 0.00% | +31 | New |
| RFP Financial Group LLC | 33 | $973 | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 33 | $1.00K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 48 | $1.00K | 0.00% | +48 | New |
| Assetmark, Inc | 40 | $1.18K | 0.00% | +40 | New |
| Rise Advisors, LLC | 41 | $1.20K | 0.00% | −17−29.3% | Reduced |
| Colonial Trust Advisors | 43 | $1.27K | 0.00% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 46 | $1.36K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 46 | $1.36K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 49 | $1.45K | 0.00% | +49 | New |
| O'Dell Group, LLC | 50 | $1.47K | 0.00% | +50 | New |
| Tidemark, LLC | 53 | $1.56K | 0.00% | +53 | New |
| SJS Investment Consulting Inc. | 55 | $1.62K | 0.00% | −9−14.1% | Reduced |
| Optimum Investment Advisors | 55 | $1.64K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 65 | $1.92K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 81 | $2.39K | 0.00% | +81 | New |
| Whittier Trust Co of Nevada Inc | 84 | $2.48K | 0.00% | +24+40.0% | Added |
| Sachetta, LLC | 85 | $2.51K | 0.00% | +85 | New |
| Jackson, Grant Investment Advisers, Inc. | 86 | $2.54K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 90 | $2.65K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 100 | $2.98K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 110 | $3.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 114 | $3.36K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 129 | $3.81K | 0.00% | +129 | New |
| Hexagon Capital Partners LLC | 130 | $3.83K | 0.00% | +105+420.0% | Added |
| Creative Financial Designs Inc | 135 | $3.98K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 138 | $4.00K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 165 | $4.00K | 0.00% | +145+725.0% | Added |
| PFS Partners, LLC | 161 | $4.75K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 166 | $4.89K | 0.00% | +30+22.1% | Added |
| Capital Advisors, Ltd. LLC | 157 | $5.00K | 0.00% | −31−16.5% | Reduced |
| Geneos Wealth Management Inc. | 200 | $5.90K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 212 | $6.25K | 0.00% | −76−26.4% | Reduced |
| MV Capital Management, Inc. | 222 | $6.54K | 0.00% | −73−24.7% | Reduced |
| Rothschild Investment LLC | 235 | $6.93K | 0.00% | +235 | New |
| McGlone Suttner Wealth Management, Inc. | 244 | $7.18K | 0.00% | +244 | New |
| Whittier Trust Co | 248 | $7.31K | 0.00% | −771−75.7% | Reduced |
| Harbor Investment Advisory, LLC | 251 | $7.40K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 258 | $7.61K | 0.00% | +60+30.3% | Added |
| TD Private Client Wealth LLC | 264 | $7.78K | 0.00% | +3+1.1% | Added |
| Psagot Value Holdings Ltd. / (Israel) | 260 | $8.00K | 0.00% | +20+8.3% | Added |
| Washington Trust Advisors, Inc. | 280 | $8.26K | 0.00% | −100−26.3% | Reduced |
| Zions Bancorporation, N.A. | 294 | $8.67K | 0.00% | +19+6.9% | Added |
| SOA Wealth Advisors, LLC. | 313 | $9.23K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 344 | $10.1K | 0.01% | +344 | New |
| Harel Insurance Investments & Financial Services Ltd. | 378 | $11.0K | 0.00% | −283−42.8% | Reduced |
| Desjardins Global Asset Management Inc. | 374 | $11.0K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 378 | $11.1K | 0.00% | −2−0.5% | Reduced |
| Bell Investment Advisors, Inc | 393 | $11.6K | 0.00% | −25−6.0% | Reduced |
| Global Retirement Partners, LLC | 318 | $11.9K | 0.00% | −78−19.7% | Reduced |
| CVA Family Office, LLC | 405 | $11.9K | 0.00% | +405 | New |
| AdvisorNet Financial, Inc | 452 | $13.3K | 0.00% | +362+402.2% | Added |
| Prestige Wealth Management Group LLC | 468 | $13.8K | 0.00% | −23−4.7% | Reduced |
| First Horizon Advisors, Inc. | 496 | $14.6K | 0.00% | −21−4.1% | Reduced |
| EverSource Wealth Advisors, LLC | 508 | $15.0K | 0.00% | +353+227.7% | Added |
| Jamison Private Wealth Management, Inc. | 649 | $19.1K | 0.00% | 00.0% | Unchanged |
| National Pension Service | 688 | $20.3K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 695 | $20.5K | 0.00% | −93−11.8% | Reduced |
| Tradition Wealth Management, LLC | 700 | $21.0K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 741 | $21.8K | 0.00% | +419+130.1% | Added |
| Parkside Financial Bank & Trust | 767 | $22.6K | 0.00% | −137−15.2% | Reduced |
| Rakuten Investment Management, Inc. | 790 | $23.3K | 0.00% | +790 | New |
| Ofi Invest Asset Management | 921 | $24.6K | 0.00% | +921 | New |
| Louisbourg Investments Inc. | 896 | $26.4K | 0.01% | +896 | New |
| Huntington National Bank | 897 | $26.4K | 0.00% | +440+96.3% | Added |
| City State Bank | 900 | $27.0K | 0.01% | 00.0% | Unchanged |
| Grove Bank & Trust | 941 | $27.7K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 946 | $27.9K | 0.00% | +181+23.7% | Added |
| Hartford Financial Management Inc. | 973 | $28.7K | 0.01% | +330+51.3% | Added |
| GAMMA Investing LLC | 956 | $35.3K | 0.01% | +956 | New |
| Johnson Financial Group, Inc. | 1,200 | $35.4K | 0.00% | +1,200 | New |
| Cutler Group LP | 1,228 | $36.0K | 0.01% | +1,228 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 1,238 | $36.5K | 0.00% | −12,810−91.2% | Reduced |
| Ronald Blue Trust, Inc. | 1,439 | $40.0K | 0.00% | +368+34.4% | Added |
| Lindbrook Capital, LLC | 1,531 | $45.1K | 0.00% | +729+90.9% | Added |
| Principal Securities, Inc. | 1,752 | $51.6K | 0.00% | +1,752 | New |
| Farther Finance Advisors, LLC | 1,898 | $56.0K | 0.00% | +470+32.9% | Added |
| Tompkins Financial Corp | 2,000 | $59.0K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 1,616 | $60.5K | 0.00% | −166−9.3% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 2,100 | $61.9K | 0.03% | +2,100 | New |
| CKW Financial Group | 2,100 | $62.0K | 0.01% | 00.0% | Unchanged |
| Bessemer Group Inc | 2,458 | $73.0K | 0.00% | −354−12.6% | Reduced |
| Planned Solutions, Inc. | 2,500 | $73.7K | 0.03% | +2,500 | New |