| McClarren Financial Advisors, Inc. | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 1 | $0 | 0.00% | +1 | New |
| Bokf, NA | 1 | $329 | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 1 | $329 | 0.00% | +1 | New |
| Central Trust Co | 2 | $659 | 0.00% | +2 | New |
| JJJ Advisors Inc. | 3 | $988 | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 3 | $988 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 3 | $988 | 0.00% | +2+200.0% | Added |
| Wetzel Investment Advisors, Inc. | 4 | $1.00K | 0.00% | +4 | New |
| Focused Wealth Management, Inc | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 4 | $1.32K | 0.00% | +4 | New |
| SRS Capital Advisors, Inc. | 4 | $1.32K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 5 | $1.65K | 0.00% | −1−16.7% | Reduced |
| Provenance Wealth Advisors, LLC | 5 | $1.65K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 6 | $1.98K | 0.00% | +2+50.0% | Added |
| DiNuzzo Private Wealth, Inc. | 6 | $1.98K | 0.00% | +6 | New |
| FinTrust Capital Advisors, LLC | 6 | $2.09K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 7 | $2.31K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 7 | $2.31K | 0.00% | +3+75.0% | Added |
| Private Wealth Management Group, LLC | 7 | $2.31K | 0.00% | +7 | New |
| AdvisorNet Financial, Inc | 8 | $2.63K | 0.00% | −1−11.1% | Reduced |
| SJS Investment Consulting Inc. | 8 | $2.63K | 0.00% | −1−11.1% | Reduced |
| Prestige Wealth Management Group LLC | 8 | $2.63K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 9 | $2.96K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 12 | $3.95K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 11 | $4.00K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 13 | $4.28K | 0.00% | +2+18.2% | Added |
| Massmutual Trust Co FSB | 13 | $4.28K | 0.00% | +9+225.0% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 15 | $4.55K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 14 | $4.61K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 15 | $4.94K | 0.00% | +15 | New |
| Washington Trust Advisors, Inc. | 15 | $4.94K | 0.00% | +4+36.4% | Added |
| Caitlin John, LLC | 17 | $5.60K | 0.00% | +17 | New |
| Turtle Creek Wealth Advisors, LLC | 18 | $5.93K | 0.00% | +18 | New |
| Provence Wealth Management Group | 19 | $6.20K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 21 | $6.92K | 0.00% | +1+5.0% | Added |
| Frazier Financial Advisors, LLC | 21 | $6.92K | 0.01% | +21 | New |
| Smithfield Trust Co | 21 | $7.00K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 22 | $7.25K | 0.00% | +2+10.0% | Added |
| Parkside Financial Bank & Trust | 24 | $7.90K | 0.00% | +2+9.1% | Added |
| Hollencrest Capital Management | 25 | $8.23K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 25 | $8.23K | 0.00% | +25 | New |
| Park Place Capital Corp | 26 | $8.56K | 0.00% | +3+13.0% | Added |
| HighMark Wealth Management LLC | 26 | $8.56K | 0.01% | +13+100.0% | Added |
| Leonteq Securities AG | 27 | $8.89K | 0.00% | +6+28.6% | Added |
| Loomis Sayles & Co L P | 28 | $9.00K | 0.00% | −3−9.7% | Reduced |
| Institutional & Family Asset Management, LLC | 28 | $9.22K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 28 | $9.22K | 0.00% | +2+7.7% | Added |
| Cornerstone Planning Group LLC | 28 | $9.36K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 29 | $9.55K | 0.00% | 00.0% | Unchanged |
| Security National Bank | 30 | $9.88K | 0.00% | +30 | New |
| Covestor Ltd | 31 | $10.0K | 0.01% | 00.0% | Unchanged |
| Bessemer Group Inc | 29 | $10.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 37 | $10.6K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 40 | $13.2K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 45 | $14.8K | 0.01% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 49 | $16.1K | 0.00% | −1,313−96.4% | Reduced |
| Johnson Financial Group, Inc. | 53 | $17.5K | 0.00% | +53 | New |
| Lindbrook Capital, LLC | 54 | $17.8K | 0.00% | +1+1.9% | Added |
| Principal Securities, Inc. | 58 | $19.1K | 0.00% | +58 | New |
| Lee Financial Co | 70 | $23.1K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 81 | $24.0K | 0.00% | +20+32.8% | Added |
| Plante Moran Financial Advisors, LLC | 77 | $25.4K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 92 | $30.3K | 0.04% | 00.0% | Unchanged |
| Addison Advisors LLC | 100 | $32.9K | 0.01% | 00.0% | Unchanged |
| Denali Advisors LLC | 103 | $33.9K | 0.01% | +101+5,050.0% | Added |
| Huntington National Bank | 105 | $34.6K | 0.00% | +2+1.9% | Added |
| Rise Advisors, LLC | 106 | $35.0K | 0.02% | 00.0% | Unchanged |
| Ci Investments Inc. | 116 | $38.0K | 0.00% | −533−82.1% | Reduced |
| Global X Japan Co., Ltd. | 117 | $38.5K | 0.02% | +117 | New |
| Penserra Capital Management LLC | 120 | $39.0K | 0.00% | −18−13.0% | Reduced |
| JFS Wealth Advisors, LLC | 122 | $40.0K | 0.00% | −6−4.7% | Reduced |
| GAMMA Investing LLC | 150 | $44.2K | 0.01% | +150 | New |
| Gradient Investments LLC | 180 | $59.3K | 0.00% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 182 | $59.9K | 0.01% | 00.0% | Unchanged |
| AXS Investments LLC | 190 | $62.6K | 0.02% | +15+8.6% | Added |
| Montag A & Associates Inc | 191 | $62.9K | 0.00% | 00.0% | Unchanged |
| Kapitalo Investimentos Ltda | 203 | $66.8K | 0.01% | +203 | New |
| First Horizon Advisors, Inc. | 210 | $69.1K | 0.00% | +18+9.4% | Added |
| CWM, LLC | 215 | $71.0K | 0.00% | +18+9.1% | Added |
| Fifth Third Bancorp | 219 | $72.1K | 0.00% | −12−5.2% | Reduced |
| Lazard Asset Management LLC | 267 | $87.0K | 0.00% | −11−4.0% | Reduced |
| Nomura Asset Management Co Ltd | 286 | $94.2K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 300 | $98.8K | 0.05% | 00.0% | Unchanged |
| State of Wyoming | 333 | $109.7K | 0.02% | +41+14.0% | Added |
| Signaturefd, LLC | 357 | $117.6K | 0.00% | +9+2.6% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 375 | $123.5K | 0.00% | +375 | New |
| SYSTM Wealth Solutions LLC | 397 | $130.7K | 0.02% | +397 | New |
| Benjamin F. Edwards & Company, Inc. | 412 | $135.0K | 0.00% | +405+5,785.7% | Added |
| KBC Group NV | 446 | $147.0K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 485 | $159.7K | 0.13% | +485 | New |
| EverSource Wealth Advisors, LLC | 489 | $161.1K | 0.01% | +109+28.7% | Added |
| Quadrant Capital Group LLC | 498 | $164.0K | 0.01% | +1+0.2% | Added |
| Highlander Capital Management, LLC | 500 | $164.6K | 0.06% | 00.0% | Unchanged |
| Quantbot Technologies LP | 524 | $172.5K | 0.01% | +524 | New |
| Steward Partners Investment Advisory, LLC | 610 | $200.9K | 0.00% | +300+96.8% | Added |
| Inspire Advisors, LLC | 618 | $203.4K | 0.03% | +618 | New |
| Raymond James Trust N.A. | 629 | $207.1K | 0.01% | −115−15.5% | Reduced |
| Stephens Inc | 656 | $216.0K | 0.00% | +656 | New |
| Allspring Global Investments Holdings, LLC | 664 | $218.6K | 0.00% | +556+514.8% | Added |
