| McClarren Financial Advisors, Inc. | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 1 | $242 | 0.00% | +1 | New |
| Versant Capital Management, Inc | 1 | $295 | 0.00% | 00.0% | Unchanged |
| Denali Advisors LLC | 2 | $591 | 0.00% | +2 | New |
| JJJ Advisors Inc. | 3 | $886 | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 3 | $886 | 0.00% | +3 | New |
| Focused Wealth Management, Inc | 3 | $897 | 0.00% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 4 | $1.18K | 0.00% | −356−98.9% | Reduced |
| Bellevue Asset Management, LLC | 4 | $1.18K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 4 | $1.18K | 0.00% | +1+33.3% | Added |
| Farther Finance Advisors, LLC | 4 | $1.18K | 0.00% | +2+100.0% | Added |
| Larson Financial Group LLC | 4 | $1.18K | 0.00% | +4 | New |
| SRS Capital Advisors, Inc. | 4 | $1.18K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 5 | $1.48K | 0.00% | +5 | New |
| Glassman Wealth Services | 6 | $1.77K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 6 | $1.87K | 0.00% | +6 | New |
| Benjamin F. Edwards & Company, Inc. | 7 | $2.00K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 7 | $2.07K | 0.00% | −465−98.5% | Reduced |
| Manchester Capital Management LLC | 7 | $2.07K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 8 | $2.36K | 0.00% | −26−76.5% | Reduced |
| Prestige Wealth Management Group LLC | 8 | $2.36K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 9 | $2.66K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 9 | $2.66K | 0.00% | +1+12.5% | Added |
| SJS Investment Consulting Inc. | 9 | $2.66K | 0.00% | +2+28.6% | Added |
| Milestone Investment Advisors LLC | 9 | $2.66K | 0.00% | +9 | New |
| Capital Advisors, Ltd. LLC | 11 | $3.00K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 11 | $3.25K | 0.00% | −3−21.4% | Reduced |
| Washington Trust Advisors, Inc. | 11 | $3.25K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 12 | $3.54K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 13 | $3.84K | 0.00% | −1−7.1% | Reduced |
| Venturi Wealth Management, LLC | 14 | $4.13K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 15 | $4.43K | 0.00% | +15 | New |
| Provence Wealth Management Group | 19 | $5.55K | 0.00% | +19 | New |
| Allworth Financial LP | 20 | $5.91K | 0.00% | −3−13.0% | Reduced |
| Private Trust Co NA | 20 | $5.91K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 21 | $6.00K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 21 | $6.20K | 0.00% | +8+61.5% | Added |
| Parkside Financial Bank & Trust | 22 | $6.50K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 23 | $6.79K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 25 | $7.38K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 26 | $7.68K | 0.00% | +9+52.9% | Added |
| Front Row Advisors LLC | 27 | $7.97K | 0.00% | −1−3.6% | Reduced |
| Bessemer Group Inc | 29 | $8.00K | 0.00% | +1+3.6% | Added |
| Institutional & Family Asset Management, LLC | 28 | $8.27K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 28 | $8.38K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 29 | $8.56K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 31 | $9.00K | 0.01% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 31 | $9.00K | 0.00% | +8+34.8% | Added |
| Atlantic Trust, LLC | 34 | $10.0K | 0.00% | +34 | New |
| Global Retirement Partners, LLC | 37 | $10.4K | 0.00% | +5+15.6% | Added |
| Steward Financial Group LLC | 38 | $11.0K | 0.00% | +4+11.8% | Added |
| Whittier Trust Co of Nevada Inc | 40 | $11.8K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 40 | $11.8K | 0.00% | +24+150.0% | Added |
| West Branch Capital LLC | 45 | $13.3K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 53 | $15.7K | 0.00% | +1+1.9% | Added |
| Riverview Trust Co | 60 | $17.7K | 0.02% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 61 | $19.0K | 0.00% | +33+117.9% | Added |
| Cary Street Partner Investment Advisory LLC | 67 | $19.8K | 0.00% | −2−2.9% | Reduced |
| Lee Financial Co | 70 | $20.7K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 77 | $22.7K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 92 | $27.2K | 0.03% | +92 | New |
| Proequities, Inc. | 98 | $28.9K | 0.00% | +3+3.2% | Added |
| Addison Advisors LLC | 100 | $29.5K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 103 | $30.4K | 0.00% | +2+2.0% | Added |
| Rise Advisors, LLC | 106 | $31.4K | 0.02% | +106 | New |
| Allspring Global Investments Holdings, LLC | 108 | $31.9K | 0.00% | +108 | New |
| Aquatic Capital Management LLC | 120 | $35.0K | 0.00% | +120 | New |
| JFS Wealth Advisors, LLC | 128 | $37.9K | 0.00% | +107+509.5% | Added |
| Penserra Capital Management LLC | 138 | $40.0K | 0.00% | +5+3.8% | Added |
| AXS Investments LLC | 175 | $51.7K | 0.01% | 00.0% | Unchanged |
| Gradient Investments LLC | 180 | $53.2K | 0.00% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 182 | $53.8K | 0.02% | 00.0% | Unchanged |
| Montag A & Associates Inc | 191 | $56.4K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 192 | $56.7K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 197 | $58.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 231 | $68.2K | 0.00% | +56+32.0% | Added |
| Nisa Investment Advisors, LLC | 236 | $69.7K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 278 | $82.0K | 0.00% | +278 | New |
| Nomura Asset Management Co Ltd | 286 | $84.5K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 292 | $86.2K | 0.02% | +96+49.0% | Added |
| Newbridge Financial Services Group, Inc. | 300 | $88.6K | 0.04% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 310 | $91.6K | 0.00% | +30+10.7% | Added |
| Signaturefd, LLC | 348 | $102.8K | 0.00% | +14+4.2% | Added |
| Walleye Capital LLC | 375 | $110.7K | 0.00% | +375 | New |
| EverSource Wealth Advisors, LLC | 380 | $112.3K | 0.01% | +130+52.0% | Added |
| KBC Group NV | 446 | $132.0K | 0.00% | +446 | New |
| C M Bidwell & Associates Ltd | 483 | $142.6K | 0.11% | −14−2.8% | Reduced |
| Quadrant Capital Group LLC | 497 | $146.8K | 0.01% | +35+7.6% | Added |
| Highlander Capital Management, LLC | 500 | $148.0K | 0.06% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 645 | $190.0K | 0.00% | −405−38.6% | Reduced |
| Ci Investments Inc. | 649 | $192.0K | 0.00% | +529+440.8% | Added |
| Blair William & Co | 685 | $202.2K | 0.00% | 00.0% | Unchanged |
| Mraz, Amerine & Associates, Inc. | 711 | $210.0K | 0.05% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 714 | $210.9K | 0.00% | −132−15.6% | Reduced |
| GTS Securities LLC | 728 | $215.0K | 0.00% | −2,669−78.6% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 730 | $215.6K | 0.01% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 744 | $219.7K | 0.01% | −99−11.7% | Reduced |
| Profund Advisors LLC | 747 | $220.6K | 0.01% | −84−10.1% | Reduced |
| CI Private Wealth, LLC | 771 | $227.8K | 0.00% | +18+2.4% | Added |
| CIBC Asset Management Inc | 775 | $228.9K | 0.00% | 00.0% | Unchanged |
