| Massmutual Trust Co FSB | 1 | $6.81K | 0.00% | −2−66.7% | Reduced |
| Caldwell Sutter Capital, Inc. | 1 | $6.81K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 1 | $6.81K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 1 | $6.81K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 1 | $6.81K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 1 | $6.81K | 0.01% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 1 | $6.81K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 1 | $6.81K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 1 | $6.81K | 0.00% | 00.0% | Unchanged |
| Osbon Capital Management LLC | 1 | $6.81K | 0.01% | 00.0% | Unchanged |
| First United Bank Trust | 1 | $6.81K | 0.00% | +1 | New |
| High Note Wealth, LLC | 1 | $6.81K | 0.00% | +1 | New |
| SBI Securities Co., Ltd. | 1 | $6.81K | 0.00% | +1 | New |
| Creative Capital Management Investments LLC | 1 | $6.81K | 0.00% | +1 | New |
| Cornerstone Financial Management LLC | 1 | $6.81K | 0.01% | +1 | New |
| Action Point Financial Planning, LLC | 1 | $6.81K | 0.00% | +1 | New |
| Central Trust Co | 1 | $6.81K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 1 | $6.81K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 1 | $6.81K | 0.00% | +1 | New |
| Sachetta, LLC | 1 | $6.81K | 0.00% | +1 | New |
| GW&K Investment Management, LLC | 1 | $7.00K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 2 | $13.6K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 2 | $13.6K | 0.00% | −1−33.3% | Reduced |
| C M Bidwell & Associates Ltd | 2 | $13.6K | 0.01% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 2 | $13.6K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 2 | $13.6K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 2 | $13.6K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 2 | $13.6K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 2 | $13.6K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 2 | $13.6K | 0.00% | +2 | New |
| Wealth Enhancement Trust Services, Inc. | 2 | $13.6K | 0.00% | +2 | New |
| Keating Financial Advisory Services, Inc. | 2 | $13.6K | 0.00% | +2 | New |
| Farmers & Merchants Investments Inc | 3 | $20.4K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 3 | $20.4K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 3 | $20.4K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 3 | $20.4K | 0.00% | +1+50.0% | Added |
| GoalVest Advisory LLC | 3 | $20.4K | 0.00% | +1+50.0% | Added |
| USA Financial Formulas | 3 | $20.4K | 0.00% | +3 | New |
| E Fund Management (Hong Kong) Co., Ltd. | 3 | $20.4K | 0.01% | +3 | New |
| UMA Financial Services, Inc. | 3 | $20.4K | 0.00% | +1+50.0% | Added |
| Toth Financial Advisory Corp | 4 | $27.3K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 4 | $27.3K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 4 | $27.3K | 0.01% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 4 | $27.3K | 0.00% | +4 | New |
| Smithfield Trust Co | 4 | $28.0K | 0.00% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 5 | $34.0K | 0.00% | −520−99.0% | Reduced |
| Covestor Ltd | 5 | $34.0K | 0.02% | −1−16.7% | Reduced |
| Strive Financial Group ,LLC | 5 | $34.1K | 0.01% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 5 | $34.1K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 5 | $34.1K | 0.01% | +1+25.0% | Added |
| Evermay Wealth Management LLC | 5 | $34.1K | 0.00% | +5 | New |
| Trust Co of Vermont | 5 | $34.1K | 0.00% | +5 | New |
| Institute for Wealth Management, LLC. | 5 | $34.1K | 0.00% | +5 | New |
| AdvisorNet Financial, Inc | 6 | $40.9K | 0.00% | −1−14.3% | Reduced |
| Bullseye Investment Management, LLC | 6 | $40.9K | 0.02% | 00.0% | Unchanged |
| SHP Wealth Management | 6 | $40.9K | 0.00% | +1+20.0% | Added |
| Global Retirement Partners, LLC | 6 | $40.9K | 0.00% | +6 | New |
| Onefund, LLC | 7 | $47.7K | 0.03% | −1−12.5% | Reduced |
| Cromwell Holdings LLC | 7 | $47.7K | 0.02% | 00.0% | Unchanged |
| Estabrook Capital Management | 8 | $54.5K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 8 | $54.5K | 0.00% | +5+166.7% | Added |
| Atlantic Union Bankshares Corp | 9 | $61.3K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 9 | $61.3K | 0.00% | +5+125.0% | Added |
| Financial Gravity Companies, Inc. | 9 | $61.3K | 0.01% | +9 | New |
| PFS Partners, LLC | 9 | $61.3K | 0.02% | +9 | New |
| SJS Investment Consulting Inc. | 9 | $61.3K | 0.01% | +7+350.0% | Added |
| MidFirst Bank | 10 | $68.1K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 10 | $68.1K | 0.01% | +2+25.0% | Added |
| CoreCap Advisors, LLC | 11 | $74.9K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 11 | $74.9K | 0.01% | −4−26.7% | Reduced |
| DHJJ Financial Advisors, Ltd. | 11 | $74.9K | 0.02% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 11 | $74.9K | 0.01% | +10+1,000.0% | Added |
| Umb Bank N A | 12 | $81.8K | 0.00% | −2−14.3% | Reduced |
| Los Angeles Capital Management LLC | 12 | $81.8K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 12 | $81.8K | 0.00% | +3+33.3% | Added |
| Transamerica Financial Advisors, Inc. | 12 | $81.9K | 0.01% | −1−7.7% | Reduced |
| Basecamp Wealth Advisors LLC | 13 | $88.6K | 0.02% | 00.0% | Unchanged |
| Oslo Pensjonsforsikring AS | 14 | $95.4K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 14 | $95.4K | 0.00% | +2+16.7% | Added |
| MV Capital Management, Inc. | 15 | $102.2K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 16 | $109.0K | 0.01% | +1+6.7% | Added |
| Blue Bell Private Wealth Management, LLC | 16 | $109.0K | 0.01% | 00.0% | Unchanged |
| Essential Partners LLC | 16 | $109.0K | 0.05% | +15+1,500.0% | Added |
| Ancora Advisors, LLC | 21 | $143.1K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 21 | $143.1K | 0.01% | +1+5.0% | Added |
| Whittier Trust Co of Nevada Inc | 22 | $147.3K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 23 | $156.7K | 0.01% | +19+475.0% | Added |
| True Wealth Design, LLC | 23 | $156.7K | 0.04% | +23 | New |
| CX Institutional | 24 | $164.0K | 0.00% | +19+380.0% | Added |
| Bard Associates Inc | 26 | $177.1K | 0.04% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 26 | $177.1K | 0.06% | 00.0% | Unchanged |
| Quent Capital, LLC | 27 | $184.0K | 0.01% | +16+145.5% | Added |
| Farther Finance Advisors, LLC | 28 | $190.8K | 0.00% | +12+75.0% | Added |
| Baird Financial Group, Inc. | 30 | $204.4K | 0.00% | −2−6.3% | Reduced |
| Spire Wealth Management | 30 | $204.4K | 0.01% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 30 | $204.4K | 0.03% | 00.0% | Unchanged |
| Alps Advisors Inc | 30 | $204.4K | 0.00% | +30 | New |
| D'Orazio & Associates, Inc. | 30 | $204.4K | 0.02% | +30 | New |
| Personal Cfo Solutions, LLC | 30 | $204.4K | 0.03% | +30 | New |
| Fisher Asset Management, LLC | 30 | $205.6K | 0.00% | +30 | New |