| LGT Fund Management Co Ltd. | 16,400 | $0 | 0.00% | −12,600−43.4% | Reduced |
| LGT Group Foundation | 1,730 | $0 | 0.00% | +1,730 | New |
| Sofos Investments, Inc. | 1 | $111 | 0.00% | 00.0% | Unchanged |
| Badgley Phelps Wealth Managers, LLC | 0 | $217 | 0.00% | 0 | New |
| Activest Wealth Management | 4 | $255 | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 5 | $319 | 0.00% | +5 | New |
| Gold Investment Management Ltd. | 12 | $765 | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 14 | $888 | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 14 | $892 | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 16 | $1.02K | 0.00% | +16 | New |
| Abound Wealth Management | 17 | $1.08K | 0.00% | −7−29.2% | Reduced |
| EntryPoint Capital, LLC | 22 | $1.40K | 0.00% | −62−73.8% | Reduced |
| Raffa Wealth Management, LLC | 22 | $1.40K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 24 | $1.53K | 0.00% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 25 | $1.59K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 25 | $1.61K | 0.00% | −875−97.2% | Reduced |
| HighMark Wealth Management LLC | 27 | $1.71K | 0.00% | −43−61.4% | Reduced |
| Institutional & Family Asset Management, LLC | 31 | $1.99K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 25 | $2.00K | 0.00% | −95−79.2% | Reduced |
| Cornerstone Planning Group LLC | 33 | $2.28K | 0.00% | +33 | New |
| Sugarloaf Wealth Management, LLC | 37 | $2.36K | 0.00% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 37 | $2.36K | 0.00% | +37 | New |
| Caldwell Sutter Capital, Inc. | 40 | $2.55K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 40 | $2.55K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 43 | $2.74K | 0.00% | +43 | New |
| Kiely Wealth Advisory Group, Inc. | 43 | $2.95K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 50 | $3.00K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 49 | $3.12K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 49 | $3.12K | 0.00% | +19+63.3% | Added |
| Carolinas Wealth Consulting LLC | 50 | $3.31K | 0.00% | −14−21.9% | Reduced |
| Truvestments Capital LLC | 58 | $3.69K | 0.00% | +58 | New |
| Archer Investment Corp | 68 | $4.33K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 73 | $4.65K | 0.00% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 75 | $4.76K | 0.00% | +75 | New |
| Pacific Capital Wealth Advisors, Inc | 75 | $4.78K | 0.00% | +75 | New |
| Accent Capital Management, LLC | 73 | $4.84K | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 77 | $4.91K | 0.00% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 80 | $5.10K | 0.00% | +80 | New |
| Allianz SE | 87 | $5.54K | 0.00% | +87 | New |
| WR Wealth Planners, LLC | 92 | $5.86K | 0.00% | +92 | New |
| Financial Management Professionals, Inc. | 101 | $6.00K | 0.00% | −516−83.6% | Reduced |
| Kelly Lawrence W & Associates Inc | 100 | $6.37K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 100 | $6.37K | 0.00% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 106 | $6.76K | 0.00% | +106 | New |
| Beacon Capital Management, LLC | 109 | $6.95K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 95 | $7.07K | 0.01% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 118 | $7.52K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 123 | $7.84K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 125 | $7.97K | 0.00% | +125 | New |
| SJS Investment Consulting Inc. | 127 | $8.12K | 0.00% | +88+225.6% | Added |
| Vima LLC | 130 | $8.92K | 0.01% | +130 | New |
| Byrne Asset Management LLC | 140 | $8.92K | 0.01% | 00.0% | Unchanged |
| Sachetta, LLC | 120 | $8.95K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 140 | $9.00K | 0.00% | +33+30.8% | Added |
| Hilltop National Bank | 145 | $9.24K | 0.00% | +145 | New |
| Naples Money Management LLC | 146 | $9.31K | 0.01% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 142 | $9.42K | 0.00% | −13−8.4% | Reduced |
| Highlander Capital Management, LLC | 150 | $9.56K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 154 | $9.82K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 152 | $10.0K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 165 | $10.5K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 173 | $11.0K | 0.00% | −41−19.2% | Reduced |
| Princeton Global Asset Management LLC | 177 | $11.3K | 0.00% | −43−19.5% | Reduced |
| HHM Wealth Advisors, LLC | 178 | $11.3K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 179 | $11.4K | 0.00% | −44−19.7% | Reduced |
| Frazier Financial Advisors, LLC | 179 | $11.4K | 0.01% | +57+46.7% | Added |
| Bogart Wealth, LLC | 179 | $11.4K | 0.00% | −500−73.6% | Reduced |
| Continuum Advisory, LLC | 167 | $11.7K | 0.00% | +167 | New |
| Halpern Financial, Inc. | 186 | $12.0K | 0.00% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 200 | $12.7K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 200 | $12.7K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 200 | $12.7K | 0.01% | 00.0% | Unchanged |
| Norwood Financial Corp | 200 | $12.7K | 0.02% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 208 | $13.3K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 212 | $13.5K | 0.00% | −160−43.0% | Reduced |
| Operose Advisors LLC | 225 | $14.3K | 0.00% | 00.0% | Unchanged |
| Advantage Trust Co | 225 | $14.3K | 0.01% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 230 | $14.7K | 0.01% | −830−78.3% | Reduced |
| Sound Income Strategies, LLC | 238 | $15.2K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 240 | $15.3K | 0.01% | 00.0% | Unchanged |
| Orion Capital Management LLC | 243 | $15.5K | 0.01% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 250 | $15.9K | 0.01% | +250 | New |
| Centerpoint Advisors, LLC | 250 | $16.0K | 0.01% | 00.0% | Unchanged |
| Financial Freedom, LLC | 257 | $16.4K | 0.01% | 00.0% | Unchanged |
| Baillie Gifford & Co | 278 | $17.7K | 0.00% | +46+19.8% | Added |
| Clearstead Advisors, LLC | 255 | $17.8K | 0.00% | −68−21.1% | Reduced |
| Pin Oak Investment Advisors Inc | 282 | $18.0K | 0.02% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 283 | $18.0K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 293 | $18.7K | 0.01% | +293 | New |
| JFS Wealth Advisors, LLC | 296 | $18.9K | 0.00% | −51−14.7% | Reduced |
| North Star Investment Management Corp. | 300 | $19.1K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 332 | $21.2K | 0.01% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 335 | $21.4K | 0.01% | 00.0% | Unchanged |
| Sanctuary Wealth Management, L.L.C. | 338 | $21.5K | 0.02% | 00.0% | Unchanged |
| Key Financial Inc | 350 | $22.3K | 0.01% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 355 | $22.7K | 0.01% | −229−39.2% | Reduced |
| First Manhattan Co | 365 | $23.8K | 0.00% | +269+280.2% | Added |
| Bollard Group LLC | 378 | $24.0K | 0.00% | +200+112.4% | Added |
| Atlas Capital Advisors LLC | 399 | $25.4K | 0.00% | −1,560−79.6% | Reduced |
| Toronto Dominion Bank | 400 | $25.5K | 0.00% | 00.0% | Unchanged |