| Massmutual Trust Co FSB | 1 | $0 | 0.00% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 1 | $0 | 0.00% | +1 | New |
| Sutton Wealth Advisors Inc. | 1 | $205 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 1 | $205 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 1 | $205 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 3 | $614 | 0.00% | −72−96.0% | Reduced |
| Focused Wealth Management, Inc | 3 | $618 | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 3 | $706 | 0.00% | −58−95.1% | Reduced |
| SRS Capital Advisors, Inc. | 4 | $819 | 0.00% | −4−50.0% | Reduced |
| Money Concepts Capital Corp | 4 | $819 | 0.00% | +4 | New |
| Benjamin F. Edwards & Company, Inc. | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 7 | $1.01K | 0.00% | +7 | New |
| Manchester Capital Management LLC | 5 | $1.02K | 0.00% | +5 | New |
| Disciplined Investments, LLC | 6 | $1.23K | 0.00% | +1+20.0% | Added |
| TD Waterhouse Canada Inc. | 7 | $1.41K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 8 | $1.64K | 0.00% | +4+100.0% | Added |
| Riverpoint Wealth Management Holdings, LLC | 8 | $1.65K | 0.00% | +8 | New |
| Schubert & Co | 10 | $2.05K | 0.00% | −12−54.5% | Reduced |
| Colonial Trust Advisors | 10 | $2.05K | 0.00% | +10 | New |
| Glen Eagle Advisors, LLC | 10 | $2.05K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 13 | $2.66K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 13 | $2.66K | 0.00% | +13 | New |
| Bell Investment Advisors, Inc | 14 | $2.87K | 0.00% | −2−12.5% | Reduced |
| Cambridge Trust Co | 17 | $3.00K | 0.00% | −55−76.4% | Reduced |
| Federation des caisses Desjardins du Quebec | 16 | $3.28K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 16 | $3.28K | 0.00% | +16 | New |
| HighMark Wealth Management LLC | 18 | $3.69K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 18 | $3.69K | 0.00% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 19 | $3.89K | 0.00% | +19 | New |
| Private Trust Co NA | 21 | $4.00K | 0.00% | −3−12.5% | Reduced |
| Vigilant Capital Management, LLC | 21 | $4.00K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 21 | $4.00K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 21 | $4.00K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 20 | $4.09K | 0.00% | +7+53.8% | Added |
| Parallel Advisors, LLC | 20 | $4.10K | 0.00% | −2−9.1% | Reduced |
| Prestige Wealth Management Group LLC | 21 | $4.30K | 0.00% | +13+162.5% | Added |
| Parkside Financial Bank & Trust | 24 | $4.91K | 0.00% | −8−25.0% | Reduced |
| Park Place Capital Corp | 23 | $5.00K | 0.00% | +23 | New |
| Institutional & Family Asset Management, LLC | 25 | $5.12K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 25 | $5.12K | 0.00% | +25 | New |
| Ancora Advisors, LLC | 29 | $6.00K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 30 | $6.00K | 0.00% | +3+11.1% | Added |
| Cassady Schiller Wealth Management, LLC | 31 | $6.35K | 0.00% | +31 | New |
| Cornerstone Planning Group LLC | 28 | $6.49K | 0.00% | +28 | New |
| Covestor Ltd | 32 | $7.00K | 0.01% | −78−70.9% | Reduced |
| Whittier Trust Co of Nevada Inc | 36 | $7.37K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 38 | $7.78K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 39 | $7.99K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 39 | $7.99K | 0.00% | +39 | New |
| West Branch Capital LLC | 45 | $9.21K | 0.01% | 00.0% | Unchanged |
| Cutler Group LP | 58 | $11.0K | 0.00% | −3,742−98.5% | Reduced |
| Amundi | 47 | $11.0K | 0.00% | +39+487.5% | Added |
| Washington Trust Advisors, Inc. | 55 | $11.3K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 60 | $12.0K | 0.01% | +60 | New |
| Lee Financial Co | 70 | $14.3K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 76 | $15.6K | 0.00% | +76 | New |
| Plante Moran Financial Advisors, LLC | 77 | $15.8K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 81 | $17.0K | 0.00% | −7,976−99.0% | Reduced |
| Proequities, Inc. | 86 | $17.6K | 0.00% | +9+11.7% | Added |
| Huntington National Bank | 88 | $18.0K | 0.00% | +3+3.5% | Added |
| JFS Wealth Advisors, LLC | 90 | $18.5K | 0.00% | −1−1.1% | Reduced |
| Adirondack Trust Co | 100 | $20.5K | 0.01% | 00.0% | Unchanged |
| Addison Advisors LLC | 100 | $20.5K | 0.01% | 00.0% | Unchanged |
| Leonteq Securities AG | 137 | $28.0K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 141 | $28.9K | 0.01% | −3−2.1% | Reduced |
| Penserra Capital Management LLC | 147 | $30.0K | 0.00% | +7+5.0% | Added |
| First Horizon Advisors, Inc. | 158 | $32.3K | 0.00% | −17−9.7% | Reduced |
| CWM, LLC | 168 | $34.0K | 0.00% | −59−26.0% | Reduced |
| Comerica Securities,inc. | 170 | $34.8K | 0.00% | +170 | New |
| Exchange Traded Concepts, LLC | 172 | $35.2K | 0.00% | +138+405.9% | Added |
| Gradient Investments LLC | 180 | $36.9K | 0.00% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 182 | $37.3K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 186 | $38.1K | 0.00% | +105+129.6% | Added |
| Nomura Asset Management Co Ltd | 187 | $38.3K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 180 | $39.0K | 0.00% | +87+93.5% | Added |
| Signaturefd, LLC | 293 | $60.0K | 0.00% | +57+24.2% | Added |
| Lazard Asset Management LLC | 296 | $60.0K | 0.00% | +296 | New |
| Newbridge Financial Services Group, Inc. | 300 | $61.4K | 0.04% | 00.0% | Unchanged |
| Montag A & Associates Inc | 316 | $64.7K | 0.00% | −81−20.4% | Reduced |
| Itau Unibanco Holding S.A. | 328 | $66.7K | 0.00% | −985−75.0% | Reduced |
| Meeder Asset Management Inc | 330 | $67.6K | 0.01% | +305+1,220.0% | Added |
| Global Retirement Partners, LLC | 342 | $70.0K | 0.00% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 350 | $71.7K | 0.01% | −374−51.7% | Reduced |
| Ossiam | 354 | $72.5K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 408 | $83.5K | 0.01% | +285+231.7% | Added |
| Steward Partners Investment Advisory, LLC | 470 | $96.2K | 0.00% | +156+49.7% | Added |
| Belpointe Asset Management LLC | 494 | $101.2K | 0.01% | +494 | New |
| Highlander Capital Management, LLC | 500 | $102.0K | 0.05% | +500 | New |
| Trust Co of Vermont | 511 | $104.6K | 0.01% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 611 | $125.1K | 0.00% | −68,556−99.1% | Reduced |
| IFP Advisors, Inc | 917 | $130.0K | 0.00% | −17−1.8% | Reduced |
| Rockefeller Capital Management L.P. | 701 | $142.0K | 0.00% | −68−8.8% | Reduced |
| Anchor Investment Management, LLC | 750 | $153.6K | 0.02% | −275−26.8% | Reduced |
| Alpha Paradigm Partners, LLC | 805 | $165.0K | 0.07% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 850 | $174.0K | 0.05% | 00.0% | Unchanged |
| Miller Value Partners, LLC | 1,000 | $204.7K | 0.01% | +1,000 | New |
| Dalton Investments LLC | 1,000 | $204.7K | 0.18% | +1,000 | New |
| Acrisure Capital Management, LLC | 1,002 | $205.1K | 0.23% | +1,002 | New |
| National Bank of Canada | 1,033 | $211.5K | 0.00% | +30+3.0% | Added |
| Connors Investor Services Inc | 1,055 | $216.0K | 0.03% | 00.0% | Unchanged |
