| Harvest Fund Management Co., Ltd | 1 | $0 | 0.00% | −217−99.5% | Reduced |
| Hantz Financial Services, Inc. | 1 | $0 | 0.00% | +1 | New |
| Bay Harbor Wealth Management, LLC | 1 | $299 | 0.00% | +1 | New |
| Parkside Financial Bank & Trust | 1 | $300 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 1 | $300 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 1 | $300 | 0.00% | +1 | New |
| Principia Wealth Advisory, LLC | 2 | $557 | 0.00% | +2 | New |
| SBI Securities Co., Ltd. | 2 | $600 | 0.00% | −19−90.5% | Reduced |
| ROSS\JOHNSON & Associates LLC | 2 | $600 | 0.01% | +2 | New |
| South State Corp. | 3 | $900 | 0.00% | +3 | New |
| Global Financial Private Client, LLC | 4 | $1.20K | 0.00% | +3+300.0% | Added |
| Whittier Trust Co of Nevada Inc | 5 | $1.50K | 0.00% | −59−92.2% | Reduced |
| Hexagon Capital Partners LLC | 5 | $1.50K | 0.00% | +2+66.7% | Added |
| Transce3nd, LLC | 5 | $1.50K | 0.00% | +5 | New |
| SJS Investment Consulting Inc. | 5 | $1.50K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 5 | $1.50K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 5 | $1.50K | 0.00% | +5 | New |
| Activest Wealth Management | 5 | $1.60K | 0.00% | +5 | Added |
| Montag A & Associates Inc | 6 | $1.70K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 6 | $1.80K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 6 | $1.80K | 0.00% | +1+20.0% | Added |
| Pineridge Advisors LLC | 7 | $2.10K | 0.00% | +7 | New |
| DiNuzzo Private Wealth, Inc. | 7 | $2.10K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 7 | $2.25K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 8 | $2.40K | 0.00% | +3+60.0% | Added |
| Sofos Investments, Inc. | 8 | $2.40K | 0.00% | +8 | New |
| Tortoise Investment Management, LLC | 9 | $2.70K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 9 | $2.70K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 9 | $2.70K | 0.00% | +9 | New |
| Massmutual Trust Co FSB | 10 | $3.00K | 0.00% | −12−54.5% | Reduced |
| West Paces Advisors Inc. | 10 | $3.00K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 11 | $3.30K | 0.00% | +11 | New |
| Huntington National Bank | 12 | $3.60K | 0.00% | −1−7.7% | Reduced |
| Asset Dedication, LLC | 13 | $3.90K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 14 | $4.20K | 0.00% | +6+75.0% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 15 | $4.50K | 0.00% | 00.0% | Unchanged |
| Atlantic Private Wealth, LLC | 16 | $4.80K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 17 | $5.10K | 0.00% | +17 | New |
| Whipplewood Advisors, LLC | 23 | $5.40K | 0.00% | +5+27.8% | Added |
| Farmers & Merchants Investments Inc | 18 | $5.40K | 0.00% | +10+125.0% | Added |
| Northwestern Mutual Wealth Management Co | 21 | $6.30K | 0.00% | −11−34.4% | Reduced |
| Webster Bank, N. A. | 22 | $6.60K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 22 | $6.60K | 0.00% | +2+10.0% | Added |
| GW&K Investment Management, LLC | 25 | $7.00K | 0.00% | +25 | New |
| JFS Wealth Advisors, LLC | 25 | $7.50K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 27 | $8.00K | 0.00% | +8+42.1% | Added |
| Graybill Bartz & Assoc Ltd | 30 | $9.00K | 0.00% | +30 | New |
| Frazier Financial Advisors, LLC | 31 | $9.30K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 33 | $9.90K | 0.00% | −40−54.8% | Reduced |
| MJT & Associates Financial Advisory Group, Inc. | 34 | $10.2K | 0.01% | +34 | New |
| IFP Advisors, Inc | 37 | $11.1K | 0.00% | +9+32.1% | Added |
| Binnacle Investments Inc | 38 | $11.4K | 0.01% | +38 | New |
| Wolff Wiese Magana LLC | 38 | $11.4K | 0.01% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 46 | $13.8K | 0.02% | +41+820.0% | Added |
| Rise Advisors, LLC | 50 | $15.1K | 0.01% | −26−34.2% | Reduced |
| SRS Capital Advisors, Inc. | 57 | $17.1K | 0.00% | +40+235.3% | Added |
| Jones Financial Companies LLLP | 61 | $18.1K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 62 | $19.0K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 70 | $21.0K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 74 | $22.2K | 0.00% | +44+146.7% | Added |
| Central Trust Co | 75 | $22.5K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 77 | $22.9K | 0.01% | +1+1.3% | Added |
| Smartleaf Asset Management LLC | 78 | $23.1K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 77 | $23.2K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 79 | $23.7K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 81 | $24.3K | 0.00% | +81 | New |
| Bradley & Co. Private Wealth Management, LLC | 83 | $24.9K | 0.02% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 83 | $25.0K | 0.00% | +83 | New |
| Private Trust Co NA | 84 | $25.2K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 85 | $25.5K | 0.00% | +13+18.1% | Added |
| Sterling Capital Management LLC | 89 | $26.7K | 0.00% | −342−79.4% | Reduced |
| Wayfinding Financial, LLC | 110 | $32.0K | 0.01% | +110 | New |
| Allworth Financial LP | 117 | $32.7K | 0.00% | +7+6.4% | Added |
| Quent Capital, LLC | 141 | $42.3K | 0.00% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 145 | $43.5K | 0.01% | +6+4.3% | Added |
| MAI Capital Management | 153 | $45.9K | 0.00% | +42+37.8% | Added |
| Longview Financial Advisors LLC | 155 | $46.5K | 0.03% | 00.0% | Unchanged |
| Larson Financial Group LLC | 155 | $46.5K | 0.00% | +152+5,066.7% | Added |
| First Horizon Advisors, Inc. | 171 | $51.5K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 178 | $52.7K | 0.00% | +34+23.6% | Added |
| Ronald Blue Trust, Inc. | 177 | $53.1K | 0.00% | +112+172.3% | Added |
| Nisa Investment Advisors, LLC | 184 | $55.2K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 194 | $58.2K | 0.00% | +2+1.0% | Added |
| Geneos Wealth Management Inc. | 208 | $62.4K | 0.00% | +153+278.2% | Added |
| Lindbrook Capital, LLC | 223 | $66.9K | 0.01% | +150+205.5% | Added |
| CVA Family Office, LLC | 230 | $69.0K | 0.01% | 00.0% | Unchanged |
| WPG Advisers, LLC | 243 | $72.9K | 0.07% | −2−0.8% | Reduced |
| Meeder Asset Management Inc | 255 | $76.5K | 0.01% | −76−23.0% | Reduced |
| Harbor Investment Advisory, LLC | 283 | $84.9K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 287 | $86.1K | 0.00% | −136−32.2% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 318 | $95.4K | 0.02% | +318 | New |
| Quarry LP | 321 | $96.3K | 0.02% | −221−40.8% | Reduced |
| Bokf, NA | 345 | $103.5K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 355 | $106.4K | 0.00% | +84+31.0% | Added |
| Signaturefd, LLC | 358 | $107.2K | 0.00% | −31−8.0% | Reduced |
| Cullen/Frost Bankers, Inc. | 375 | $112.5K | 0.00% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 375 | $112.5K | 0.00% | +375 | New |
| Caitong International Asset Management Co., Ltd | 389 | $116.6K | 0.09% | +387+19,350.0% | Added |
| Fifth Third Bancorp | 399 | $119.6K | 0.00% | −18−4.3% | Reduced |
| Farther Finance Advisors, LLC | 408 | $123.1K | 0.00% | +1+0.2% | Added |
