| Atlas Capital Advisors LLC | 7 | $914 | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 4 | $1.00K | 0.00% | +4 | New |
| Paragon Capital Management Ltd | 10 | $1.00K | 0.00% | +10 | New |
| Lake Point Wealth Management | 5 | $1.00K | 0.00% | +5 | New |
| Sierra Capital LLC | 10 | $1.00K | 0.00% | +10 | New |
| Carolinas Wealth Consulting LLC | 7 | $1.00K | 0.00% | +7 | New |
| Sutton Wealth Advisors Inc. | 9 | $1.18K | 0.00% | +9 | New |
| Raffa Wealth Management, LLC | 11 | $1.44K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 18 | $2.00K | 0.00% | −4−18.2% | Reduced |
| Newbridge Financial Services Group, Inc. | 15 | $2.00K | 0.00% | −5−25.0% | Reduced |
| Column Capital Advisors, LLC | 17 | $2.00K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 19 | $2.00K | 0.00% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 18 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 17 | $2.00K | 0.00% | 00.0% | Unchanged |
| Alaethes Wealth LLC | 13 | $2.00K | 0.00% | 00.0% | Unchanged |
| Standard Family Office LLC | 16 | $2.00K | 0.02% | +16 | New |
| CoreCap Advisors, LLC | 13 | $2.00K | 0.00% | +13 | New |
| Earnest Partners LLC | 25 | $3.00K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 25 | $3.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 22 | $3.00K | 0.00% | +15+214.3% | Added |
| Centerpoint Advisors, LLC | 22 | $3.00K | 0.00% | +22 | New |
| Retirement Planning Co of New England, Inc. | 29 | $3.00K | 0.00% | +29 | New |
| Mystic Asset Management, Inc. | 30 | $3.00K | 0.00% | +30 | New |
| Central Trust Co | 28 | $4.00K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 28 | $4.00K | 0.00% | +28 | New |
| Reilly Financial Advisors, LLC | 32 | $4.00K | 0.00% | +32 | New |
| EverSource Wealth Advisors, LLC | 30 | $4.00K | 0.00% | +30 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 41 | $5.00K | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 40 | $5.00K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 36 | $5.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 38 | $5.00K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 44 | $6.00K | 0.00% | −2−4.3% | Reduced |
| Cedar Mountain Advisors, LLC | 45 | $6.00K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 43 | $6.00K | 0.00% | +43 | New |
| Allworth Financial LP | 50 | $7.00K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 50 | $7.00K | 0.00% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 56 | $7.00K | 0.00% | +8+16.7% | Added |
| Assetmark, Inc | 55 | $7.00K | 0.00% | +53+2,650.0% | Added |
| Glassman Wealth Services | 62 | $8.00K | 0.00% | +6+10.7% | Added |
| Trustcore Financial Services, LLC | 65 | $8.00K | 0.00% | +65 | New |
| Meeder Asset Management Inc | 71 | $9.00K | 0.00% | −39−35.5% | Reduced |
| Bell Investment Advisors, Inc | 67 | $9.00K | 0.00% | +16+31.4% | Added |
| Carroll Financial Associates, Inc. | 88 | $11.0K | 0.00% | 00.0% | Unchanged |
| Professional Financial Advisors, LLC | 94 | $12.0K | 0.01% | +94 | New |
| PrairieView Partners, LLC | 100 | $13.0K | 0.00% | +100 | New |
| Fortitude Advisory Group L.L.C. | 100 | $13.0K | 0.01% | +100 | New |
| Wolff Wiese Magana LLC | 104 | $14.0K | 0.01% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 110 | $14.0K | 0.01% | +110 | New |
| Cambridge Trust Co | 125 | $16.0K | 0.00% | +125 | New |
| Signet Financial Management, LLC | 127 | $17.0K | 0.00% | +127 | New |
| Achmea Investment Management B.V. | 143 | $18.0K | 0.00% | 00.0% | Unchanged |
| Tacita Capital Inc | 140 | $18.0K | 0.01% | 00.0% | Unchanged |
| Dixon Hughes Goodman Wealth Advisors LLC | 138 | $18.0K | 0.01% | +138 | New |
| Hall Laurie J Trustee | 145 | $19.0K | 0.01% | 00.0% | Unchanged |
| Albion Financial Group | 145 | $19.0K | 0.00% | +145 | New |
| Seldon Capital LP | 146 | $19.0K | 0.01% | +146 | New |
| IFP Advisors, Inc | 158 | $20.0K | 0.00% | +6+3.9% | Added |
| TCI Wealth Advisors, Inc. | 165 | $22.0K | 0.00% | +7+4.4% | Added |
| Freedman Financial Associates, Inc. | 187 | $24.0K | 0.02% | 00.0% | Unchanged |
| Crescent Capital Consulting, LLC | 193 | $25.0K | 0.00% | 00.0% | Unchanged |
| Confluence Wealth Services, Inc. | 214 | $27.0K | 0.01% | +214 | New |
| Concord Wealth Partners | 215 | $28.0K | 0.01% | +173+411.9% | Added |
| State of Wyoming | 230 | $30.0K | 0.01% | −592−72.0% | Reduced |
| Cullen/Frost Bankers, Inc. | 235 | $31.0K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 250 | $33.0K | 0.01% | 00.0% | Unchanged |
| National Bank of Canada | 264 | $35.0K | 0.00% | +264 | New |
| First Financial Corp | 285 | $37.0K | 0.02% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 309 | $40.0K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 317 | $43.1K | 0.00% | +317 | New |
| Parallel Advisors, LLC | 337 | $44.0K | 0.00% | −46−12.0% | Reduced |
| Tilia Fiduciary Partners, Inc. | 341 | $45.0K | 0.04% | +341 | New |
| Quadrant Capital Group LLC | 406 | $53.0K | 0.01% | +2+0.5% | Added |
| Covestor Ltd | 406 | $53.0K | 0.07% | +406 | New |
| NuWave Investment Management, LLC | 453 | $59.0K | 0.07% | −451−49.9% | Reduced |
| Covington Capital Management | 475 | $62.0K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 497 | $65.0K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 505 | $66.0K | 0.04% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 511 | $67.0K | 0.01% | +199+63.8% | Added |
| TD Private Client Wealth LLC | 537 | $70.2K | 0.00% | +2+0.4% | Added |
| JJJ Advisors Inc. | 560 | $73.0K | 0.02% | −64−10.3% | Reduced |
| Sargent Bickham Lagudis LLC | 640 | $84.0K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 646 | $85.0K | 0.02% | −48−6.9% | Reduced |
| CWM, LLC | 670 | $88.0K | 0.00% | +670 | New |
| Huntington National Bank | 711 | $93.0K | 0.00% | +256+56.3% | Added |
| Hexagon Capital Partners LLC | 750 | $98.0K | 0.03% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 800 | $104.0K | 0.00% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 800 | $104.0K | 0.00% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 800 | $105.0K | 0.01% | −1,500−65.2% | Reduced |
| American International Group, Inc. | 821 | $107.0K | 0.00% | −31−3.6% | Reduced |
| Belpointe Asset Management LLC | 849 | $112.0K | 0.01% | +40+4.9% | Added |