| Lazard Asset Management LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 2 | $0 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 0 | $82 | 0.00% | 0 | Unchanged |
| Gradient Investments LLC | 1 | $328 | 0.00% | 00.0% | Unchanged |
| Gordian Capital Singapore Pte Ltd | 1 | $328 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 2 | $657 | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 2 | $657 | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 2 | $657 | 0.00% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 2 | $657 | 0.00% | +2 | New |
| Versant Capital Management, Inc | 3 | $985 | 0.00% | −1−25.0% | Reduced |
| Raffa Wealth Management, LLC | 3 | $985 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 3 | $985 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 3 | $985 | 0.00% | +3 | New |
| Provence Wealth Management Group | 3 | $985 | 0.00% | +3 | New |
| Bessemer Group Inc | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4 | $1.31K | 0.00% | −13−76.5% | Reduced |
| Hexagon Capital Partners LLC | 4 | $1.31K | 0.00% | −5−55.6% | Reduced |
| AdvisorNet Financial, Inc | 5 | $1.64K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 5 | $1.64K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 6 | $1.97K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 6 | $1.97K | 0.00% | +6 | New |
| Rise Advisors, LLC | 6 | $1.97K | 0.00% | +6 | New |
| Ronald Blue Trust, Inc. | 5 | $2.00K | 0.00% | 00.0% | Unchanged |
| Berkshire Capital Holdings Inc | 10 | $3.28K | 0.00% | −21,940−100.0% | Reduced |
| Armstrong Advisory Group, Inc | 10 | $3.28K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 10 | $3.28K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 13 | $4.00K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 13 | $4.00K | 0.00% | +11+550.0% | Added |
| FSC Wealth Advisors, LLC | 13 | $4.27K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 14 | $4.60K | 0.00% | +14 | New |
| Umb Bank N A | 15 | $4.92K | 0.00% | +15 | New |
| Semmax Financial Advisors Inc. | 10 | $5.05K | 0.00% | +10 | New |
| Oliver Lagore Vanvalin Investment Group | 16 | $5.25K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 19 | $6.24K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 19 | $6.51K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 20 | $6.57K | 0.00% | +7+53.8% | Added |
| Jefferies Financial Group Inc. | 20 | $6.57K | 0.00% | +20 | New |
| Rosenberg Matthew Hamilton | 21 | $6.89K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 21 | $7.00K | 0.01% | −17−44.7% | Reduced |
| TSFG, LLC | 23 | $8.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 25 | $8.21K | 0.00% | +25 | New |
| Steward Partners Investment Advisory, LLC | 26 | $8.54K | 0.00% | +21+420.0% | Added |
| HighMark Wealth Management LLC | 30 | $9.85K | 0.01% | 00.0% | Unchanged |
| Central Bank & Trust Co | 30 | $9.85K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 30 | $9.85K | 0.00% | +3+11.1% | Added |
| Financial Management Professionals, Inc. | 30 | $10.0K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 31 | $10.2K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 31 | $10.2K | 0.00% | +4+14.8% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 32 | $10.5K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 34 | $11.2K | 0.00% | −20−37.0% | Reduced |
| Allworth Financial LP | 35 | $11.5K | 0.00% | −287−89.1% | Reduced |
| Turim 21 Investimentos Ltda. | 35 | $11.5K | 0.01% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 36 | $12.0K | 0.00% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 38 | $13.0K | 0.00% | −6−13.6% | Reduced |
| Pacer Advisors, Inc. | 41 | $13.5K | 0.00% | +20+95.2% | Added |
| Larson Financial Group LLC | 47 | $15.4K | 0.00% | −15−24.2% | Reduced |
| Teachers Retirement System of the State of Kentucky | 48 | $16.0K | 0.00% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 50 | $16.4K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 51 | $17.0K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 69 | $22.7K | 0.00% | −300−81.3% | Reduced |
| Hoey Investments, Inc | 80 | $26.3K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 100 | $32.8K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 100 | $32.9K | 0.00% | +100 | New |
| Ci Investments Inc. | 101 | $33.0K | 0.00% | −10−9.0% | Reduced |
| Parallel Advisors, LLC | 101 | $33.2K | 0.00% | +52+106.1% | Added |
| C M Bidwell & Associates Ltd | 106 | $34.8K | 0.03% | −12−10.2% | Reduced |
| GPS Wealth Strategies Group, LLC | 114 | $37.4K | 0.01% | +114 | New |
| NBC Securities, Inc. | 125 | $41.0K | 0.00% | +125 | New |
| Central Trust Co | 127 | $41.7K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 143 | $46.9K | 0.00% | +84+142.4% | Added |
| Credit Agricole S A | 170 | $55.8K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 172 | $56.5K | 0.01% | +135+364.9% | Added |
| Glassman Wealth Services | 181 | $59.4K | 0.01% | +15+9.0% | Added |
| Cresset Asset Management, LLC | 200 | $65.7K | 0.00% | −839−80.8% | Reduced |
| MB, Levis & Associates, LLC | 200 | $65.7K | 0.04% | 00.0% | Unchanged |
| Toronto Dominion Bank | 200 | $65.7K | 0.00% | +200 | New |
| KBC Group NV | 237 | $78.0K | 0.00% | +237 | New |
| Impact Partnership Wealth, LLC | 244 | $80.1K | 0.02% | +25+11.4% | Added |
| Kapitalo Investimentos Ltda | 248 | $81.4K | 0.01% | +248 | New |
| Tower Research Capital LLC (TRC) | 260 | $85.4K | 0.00% | −1,519−85.4% | Reduced |
| VitalStone Financial, LLC | 228 | $116.0K | 0.10% | +228 | New |
| Close Asset Management Ltd | 357 | $117.0K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 369 | $121.0K | 0.00% | +68+22.6% | Added |
| Capstone Investment Advisors, LLC | 391 | $128.4K | 0.00% | +391 | New |
| Allspring Global Investments Holdings, LLC | 441 | $144.8K | 0.00% | −93−17.4% | Reduced |
| Nisa Investment Advisors, LLC | 500 | $164.1K | 0.00% | −75−13.0% | Reduced |
| US Bancorp | 582 | $191.1K | 0.00% | +300+106.4% | Added |
| Gladstone Institutional Advisory LLC | 611 | $200.6K | 0.01% | −135−18.1% | Reduced |
| Lincoln National Corp | 611 | $200.6K | 0.00% | +611 | New |
| Metropolitan Life Insurance Co | 636 | $208.8K | 0.01% | +32+5.3% | Added |
| GWM Advisors LLC | 642 | $210.8K | 0.00% | +100+18.5% | Added |
| Financial Advocates Investment Management | 643 | $211.1K | 0.02% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 646 | $212.1K | 0.00% | +646 | New |
| Xponance, Inc. | 656 | $215.4K | 0.00% | +5+0.8% | Added |
| Wedbush Securities Inc | 668 | $219.0K | 0.01% | −320−32.4% | Reduced |
| Pekin Hardy Strauss, Inc. | 675 | $221.6K | 0.04% | −200−22.9% | Reduced |
| Rathbone Brothers plc | 675 | $221.6K | 0.00% | +675 | New |
| Duality Advisers, LP | 689 | $226.2K | 0.03% | −1,217−63.9% | Reduced |
| Grey Street Capital, LLC | 700 | $229.8K | 0.13% | +700 | New |
| Thrivent Financial for Lutherans | 700 | $230.0K | 0.00% | +700 | New |
