| Penserra Capital Management LLC | 3 | $0 | 0.00% | −317−99.1% | Reduced |
| Harvest Fund Management Co., Ltd | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 0 | $1 | 0.00% | 0 | Unchanged |
| WestEnd Advisors, LLC | 1 | $171 | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 1 | $171 | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 2 | $343 | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 2 | $343 | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 4 | $686 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 4 | $686 | 0.00% | +4 | New |
| Trifecta Capital Advisors, LLC | 5 | $857 | 0.00% | 00.0% | Unchanged |
| Jamison Private Wealth Management, Inc. | 5 | $857 | 0.00% | +5 | New |
| Sachetta, LLC | 4 | $868 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 5 | $870 | 0.00% | +5 | New |
| Montag A & Associates Inc | 5 | $911 | 0.00% | +5 | New |
| Dunhill Financial, LLC | 6 | $952 | 0.00% | +1+20.0% | Added |
| Capital Advisors, Ltd. LLC | 7 | $1.00K | 0.00% | +4+133.3% | Added |
| Avion Wealth | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 6 | $1.03K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 6 | $1.03K | 0.00% | +3+100.0% | Added |
| Venturi Wealth Management, LLC | 6 | $1.03K | 0.00% | −16−72.7% | Reduced |
| MCF Advisors LLC | 6 | $1.03K | 0.00% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 7 | $1.20K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 7 | $1.20K | 0.00% | +1+16.7% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 7 | $1.20K | 0.00% | +7 | New |
| Richardson Financial Services Inc. | 8 | $1.37K | 0.00% | +8 | New |
| Abound Wealth Management | 8 | $1.37K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 8 | $1.42K | 0.00% | +8 | New |
| IFP Advisors, Inc | 9 | $1.54K | 0.00% | −7−43.8% | Reduced |
| JFS Wealth Advisors, LLC | 9 | $1.54K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 9 | $1.54K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 13 | $2.13K | 0.00% | +13 | New |
| Macroview Investment Management LLC | 15 | $2.57K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 15 | $2.62K | 0.00% | −3−16.7% | Reduced |
| TD Waterhouse Canada Inc. | 16 | $2.63K | 0.00% | +2+14.3% | Added |
| Larson Financial Group LLC | 16 | $2.74K | 0.00% | +15+1,500.0% | Added |
| LifeSteps Financial, Inc. | 17 | $2.91K | 0.00% | +17 | New |
| Psagot Value Holdings Ltd. / (Israel) | 15 | $3.00K | 0.03% | −6−28.6% | Reduced |
| PFS Partners, LLC | 20 | $3.43K | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 24 | $4.11K | 0.00% | +24 | New |
| Creekmur Asset Management LLC | 25 | $4.29K | 0.00% | +25 | New |
| WealthCollab, LLC | 26 | $4.46K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 27 | $4.63K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 28 | $4.80K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 28 | $4.80K | 0.00% | +2+7.7% | Added |
| Ronald Blue Trust, Inc. | 29 | $4.97K | 0.00% | −2−6.5% | Reduced |
| Smithfield Trust Co | 32 | $5.00K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 30 | $5.14K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 30 | $5.14K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 32 | $5.49K | 0.00% | +8+33.3% | Added |
| Raleigh Capital Management Inc. | 35 | $6.00K | 0.00% | −285−89.1% | Reduced |
| Harbour Investments, Inc. | 37 | $6.34K | 0.00% | −31−45.6% | Reduced |
| Spire Wealth Management | 37 | $6.34K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 40 | $6.86K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 42 | $7.00K | 0.00% | −1−2.3% | Reduced |
| Washington Trust Advisors, Inc. | 43 | $7.36K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 43 | $7.37K | 0.00% | −5−10.4% | Reduced |
| Proequities, Inc. | 45 | $7.71K | 0.00% | −96−68.1% | Reduced |
| Smartleaf Asset Management LLC | 48 | $8.12K | 0.00% | +48 | New |
| Farmers & Merchants Investments Inc | 48 | $8.23K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 50 | $8.57K | 0.00% | 00.0% | Unchanged |
| Union Savings Bank | 50 | $8.57K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 50 | $9.00K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 55 | $9.43K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 67 | $11.5K | 0.00% | −34−33.7% | Reduced |
| Global Retirement Partners, LLC | 67 | $11.5K | 0.00% | +3+4.7% | Added |
| Elequin Capital LP | 67 | $11.5K | 0.00% | +67 | New |
| Whittier Trust Co of Nevada Inc | 71 | $12.2K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 72 | $12.3K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 75 | $12.9K | 0.00% | +75 | New |
| MV Capital Management, Inc. | 77 | $13.2K | 0.00% | +6+8.5% | Added |
| Hillsdale Investment Management Inc. | 80 | $13.7K | 0.00% | +80 | New |
| Plante Moran Financial Advisors, LLC | 80 | $13.7K | 0.00% | +80 | New |
| Adirondack Trust Co | 87 | $14.9K | 0.01% | +2+2.4% | Added |
| SYSTM Wealth Solutions LLC | 88 | $15.1K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 89 | $15.3K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 93 | $15.9K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 93 | $16.0K | 0.00% | −27−22.5% | Reduced |
| Massmutual Trust Co FSB | 98 | $16.8K | 0.00% | −75−43.4% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 100 | $17.1K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 100 | $17.1K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 105 | $18.0K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 106 | $18.0K | 0.00% | −52−32.9% | Reduced |
| Riverview Trust Co | 107 | $18.3K | 0.01% | +107 | New |
| Institutional & Family Asset Management, LLC | 114 | $19.5K | 0.00% | −6−5.0% | Reduced |
| Rothschild Investment LLC | 124 | $21.3K | 0.00% | −18−12.7% | Reduced |
| Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. | 139 | $23.8K | 0.00% | −90,752−99.8% | Reduced |
| Operose Advisors LLC | 145 | $24.9K | 0.01% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 151 | $25.9K | 0.00% | −7−4.4% | Reduced |
| Quent Capital, LLC | 152 | $26.1K | 0.00% | −8−5.0% | Reduced |
| Advisors Asset Management, Inc. | 163 | $27.9K | 0.00% | −270−62.4% | Reduced |
| Lindbrook Capital, LLC | 165 | $28.3K | 0.00% | −27−14.1% | Reduced |
| Sunbelt Securities, Inc. | 170 | $29.1K | 0.00% | +170 | New |
| HM Payson & Co | 175 | $30.0K | 0.00% | +175 | New |
| Silicon Valley Capital Partners | 180 | $30.9K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 195 | $33.4K | 0.01% | 00.0% | Unchanged |
| Alta Advisers Ltd | 200 | $34.3K | 0.02% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 252 | $40.6K | 0.00% | −148−37.0% | Reduced |
| Principal Securities, Inc. | 261 | $44.7K | 0.00% | −58−18.2% | Reduced |
| EverSource Wealth Advisors, LLC | 284 | $48.8K | 0.00% | −24−7.8% | Reduced |