| Harvest Fund Management Co., Ltd | 1 | $0 | 0.00% | −47−97.9% | Reduced |
| ClariVest Asset Management LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 3 | $0 | 0.00% | +3 | New |
| Retirement Group, LLC | 1 | $159 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 1 | $159 | 0.00% | +1 | New |
| JFS Wealth Advisors, LLC | 2 | $319 | 0.00% | −8−80.0% | Reduced |
| SRS Capital Advisors, Inc. | 2 | $319 | 0.00% | −4−66.7% | Reduced |
| Toth Financial Advisory Corp | 2 | $319 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 2 | $319 | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 3 | $478 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 3 | $478 | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 3 | $478 | 0.00% | +3 | New |
| SJS Investment Consulting Inc. | 3 | $479 | 0.00% | +1+50.0% | Added |
| Baker Avenue Asset Management, LP | 4 | $638 | 0.00% | +1+33.3% | Added |
| Authentikos Wealth Advisory, LLC | 5 | $797 | 0.00% | +5 | New |
| Sutton Wealth Advisors Inc. | 5 | $797 | 0.00% | +5 | New |
| Wolff Wiese Magana LLC | 5 | $798 | 0.00% | +5 | New |
| Cornerstone Planning Group LLC | 6 | $957 | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 7 | $1.00K | 0.00% | −660−99.0% | Reduced |
| Ronald Blue Trust, Inc. | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 11 | $1.00K | 0.00% | +11 | New |
| Mine & Arao Wealth Creation & Management, LLC. | 7 | $1.12K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 9 | $1.44K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 10 | $1.59K | 0.00% | +2+25.0% | Added |
| Cary Street Partner Investment Advisory LLC | 11 | $1.75K | 0.00% | +1+10.0% | Added |
| Hazlett, Burt & Watson, Inc. | 10 | $2.00K | 0.00% | −10−50.0% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 15 | $2.00K | 0.00% | +15 | New |
| Washington Trust Advisors, Inc. | 13 | $2.07K | 0.00% | −30−69.8% | Reduced |
| Bogart Wealth, LLC | 14 | $2.23K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 14 | $2.23K | 0.00% | +6+75.0% | Added |
| TD Waterhouse Canada Inc. | 14 | $2.31K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 15 | $2.39K | 0.00% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 15 | $2.39K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 15 | $2.39K | 0.00% | +6+66.7% | Added |
| Valley National Advisers Inc | 16 | $3.00K | 0.00% | +16 | New |
| Bourgeon Capital Management LLC | 20 | $3.19K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 20 | $3.19K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 27 | $3.58K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 25 | $3.99K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 27 | $4.00K | 0.00% | +24+800.0% | Added |
| West Branch Capital LLC | 30 | $4.79K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 32 | $5.00K | 0.00% | −166−83.8% | Reduced |
| Harbour Investments, Inc. | 32 | $5.10K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 33 | $5.26K | 0.00% | −11,835−99.7% | Reduced |
| Column Capital Advisors, LLC | 38 | $6.06K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 39 | $6.22K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 40 | $6.38K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 40 | $6.38K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 43 | $6.86K | 0.00% | −20−31.7% | Reduced |
| Bell Investment Advisors, Inc | 44 | $7.02K | 0.00% | −27−38.0% | Reduced |
| IFP Advisors, Inc | 46 | $7.34K | 0.00% | +1+2.2% | Added |
| Global Retirement Partners, LLC | 49 | $7.45K | 0.00% | +6+14.0% | Added |
| Farmers & Merchants Investments Inc | 48 | $7.66K | 0.00% | 00.0% | Unchanged |
| Union Savings Bank | 50 | $7.97K | 0.00% | +50 | New |
| Covestor Ltd | 50 | $8.00K | 0.01% | −2−3.8% | Reduced |
| First Horizon Advisors, Inc. | 56 | $8.93K | 0.00% | −7−11.1% | Reduced |
| MV Capital Management, Inc. | 56 | $8.93K | 0.00% | +56 | New |
| Bokf, NA | 74 | $9.81K | 0.00% | −7,250−99.0% | Reduced |
| Farther Finance Advisors, LLC | 65 | $10.4K | 0.00% | +52+400.0% | Added |
| GWM Advisors LLC | 68 | $10.8K | 0.00% | −835−92.5% | Reduced |
| Whittier Trust Co of Nevada Inc | 71 | $11.3K | 0.00% | +3+4.4% | Added |
| EverSource Wealth Advisors, LLC | 88 | $14.0K | 0.00% | +72+450.0% | Added |
| Brown Brothers Harriman & Co | 98 | $15.6K | 0.00% | +98 | New |
| Macroview Investment Management LLC | 99 | $15.8K | 0.02% | +99 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 100 | $15.9K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 100 | $15.9K | 0.00% | −16−13.8% | Reduced |
| Glassman Wealth Services | 101 | $16.1K | 0.00% | +31+44.3% | Added |
| GW&K Investment Management, LLC | 108 | $17.0K | 0.00% | +13+13.7% | Added |
| Institutional & Family Asset Management, LLC | 117 | $18.7K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 117 | $18.7K | 0.00% | +52+80.0% | Added |
| HighMark Wealth Management LLC | 125 | $19.9K | 0.02% | +125 | New |
| Zions Bancorporation, N.A. | 133 | $21.2K | 0.00% | +88+195.6% | Added |
| Operose Advisors LLC | 145 | $23.1K | 0.01% | +145 | New |
| TD Private Client Wealth LLC | 152 | $24.2K | 0.00% | +21+16.0% | Added |
| Bessemer Group Inc | 159 | $25.0K | 0.00% | −457−74.2% | Reduced |
| Parkside Financial Bank & Trust | 172 | $27.4K | 0.01% | +123+251.0% | Added |
| Quent Capital, LLC | 174 | $27.8K | 0.00% | +52+42.6% | Added |
| Allworth Financial LP | 180 | $28.7K | 0.00% | +92+104.5% | Added |
| BluePath Capital Management, LLC | 196 | $31.3K | 0.03% | +196 | New |
| Alta Advisers Ltd | 200 | $31.9K | 0.02% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 238 | $38.0K | 0.00% | −699−74.6% | Reduced |
| Massmutual Trust Co FSB | 263 | $41.9K | 0.00% | +183+228.8% | Added |
| Federation des caisses Desjardins du Quebec | 278 | $44.3K | 0.00% | −57,695−99.5% | Reduced |
| HM Payson & Co | 300 | $47.8K | 0.00% | +300 | New |
| Huntington National Bank | 305 | $48.6K | 0.00% | −6−1.9% | Reduced |
| KB Financial Partners, LLC | 317 | $51.0K | 0.01% | +99+45.4% | Added |
| Quarry LP | 332 | $53.0K | 0.03% | +264+388.2% | Added |
| GPS Wealth Strategies Group, LLC | 340 | $54.2K | 0.01% | +100+41.7% | Added |
| Cutler Group LP | 350 | $55.0K | 0.01% | +350 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 380 | $60.6K | 0.00% | +380 | New |
| Penserra Capital Management LLC | 388 | $61.0K | 0.00% | −64−14.2% | Reduced |
| Wolverine Asset Management LLC | 400 | $63.8K | 0.00% | +400 | New |
| Sentry Investment Management LLC | 402 | $64.0K | 0.03% | −83−17.1% | Reduced |
| Kapitalo Investimentos Ltda | 428 | $68.3K | 0.01% | −918−68.2% | Reduced |
| AdvisorNet Financial, Inc | 453 | $72.2K | 0.01% | −17−3.6% | Reduced |
| Clearstead Advisors, LLC | 512 | $81.7K | 0.01% | +49+10.6% | Added |
| Financial Perspectives, Inc | 572 | $91.2K | 0.04% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 592 | $94.4K | 0.00% | −229−27.9% | Reduced |
| C M Bidwell & Associates Ltd | 657 | $104.8K | 0.08% | −142−17.8% | Reduced |
| Credit Agricole S A | 657 | $104.8K | 0.00% | +657 | New |