| 1832 Asset Management L.P. | 32,340 | $0 | 0.00% | +28,396+720.0% | Added |
| Hantz Financial Services, Inc. | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 1 | $42 | 0.00% | +1 | New |
| Chesapeake Asset Management LLC | 1 | $416 | 0.00% | −189−99.5% | Reduced |
| Raleigh Capital Management Inc. | 1 | $416 | 0.00% | −3−75.0% | Reduced |
| Raffa Wealth Management, LLC | 1 | $416 | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 1 | $416 | 0.00% | +1 | New |
| Manchester Capital Management LLC | 1 | $417 | 0.00% | −221−99.5% | Reduced |
| Sandy Spring Bank | 1 | $417 | 0.00% | −8−88.9% | Reduced |
| Addison Advisors LLC | 1 | $417 | 0.00% | −1−50.0% | Reduced |
| Johnson Financial Group, Inc. | 1 | $417 | 0.00% | +1 | New |
| Pacific Center for Financial Services | 1 | $417 | 0.00% | +1 | New |
| Bear Mountain Capital, Inc. | 11 | $512 | 0.00% | +11 | New |
| Colonial Trust Co | 2 | $816 | 0.00% | +2 | New |
| Zions Bancorporation, N.A. | 2 | $833 | 0.00% | −13−86.7% | Reduced |
| True Wealth Design, LLC | 2 | $833 | 0.00% | −1−33.3% | Reduced |
| Winch Advisory Services, LLC | 2 | $833 | 0.00% | +2 | New |
| Crewe Advisors LLC | 2 | $833 | 0.00% | +2 | New |
| Gordian Capital Singapore Pte Ltd | 23 | $958 | 0.00% | +23 | New |
| Hemington Wealth Management | 66 | $1.00K | 0.00% | +66 | New |
| Coston, McIsaac & Partners | 3 | $1.00K | 0.00% | +3 | New |
| CVA Family Office, LLC | 3 | $1.25K | 0.00% | −10−76.9% | Reduced |
| Abich Financial Wealth Management LLC | 3 | $1.25K | 0.00% | −2−40.0% | Reduced |
| Financial Network Wealth Advisors LLC | 3 | $1.25K | 0.00% | −1−25.0% | Reduced |
| Missouri Trust & Investment Co | 3 | $1.25K | 0.00% | 00.0% | Unchanged |
| Claris Advisors, LLC | 3 | $1.25K | 0.00% | +3 | New |
| Frazier Financial Advisors, LLC | 3 | $1.25K | 0.00% | −14−82.4% | Reduced |
| Creekmur Asset Management LLC | 4 | $1.67K | 0.00% | −23−85.2% | Reduced |
| AlphaMark Advisors, LLC | 6 | $2.00K | 0.00% | −76−92.7% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 60 | $2.00K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 4 | $2.00K | 0.00% | −26−86.7% | Reduced |
| Capital Advisors, Ltd. LLC | 4 | $2.00K | 0.00% | +2+100.0% | Added |
| Sittner & Nelson, LLC | 5 | $2.08K | 0.00% | −10−66.7% | Reduced |
| Macroview Investment Management LLC | 5 | $2.08K | 0.00% | 00.0% | Unchanged |
| Rogco, LP | 5 | $2.08K | 0.00% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 5 | $2.08K | 0.00% | +5 | New |
| ClariVest Asset Management LLC | 3 | $2.46K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 6 | $2.52K | 0.00% | +5+500.0% | Added |
| Fortitude Family Office, LLC | 7 | $2.92K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 7 | $2.92K | 0.00% | +2+40.0% | Added |
| DiNuzzo Private Wealth, Inc. | 8 | $3.33K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 9 | $3.75K | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 9 | $3.75K | 0.00% | +9 | New |
| Picton Mahoney Asset Management | 11 | $4.00K | 0.00% | +11 | New |
| Abound Wealth Management | 10 | $4.16K | 0.00% | −3−23.1% | Reduced |
| Berkshire Capital Holdings Inc | 10 | $4.16K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 10 | $4.16K | 0.00% | +10 | New |
| HighMark Wealth Management LLC | 12 | $4.87K | 0.00% | +12 | New |
| Brown Brothers Harriman & Co | 12 | $5.00K | 0.00% | +9+300.0% | Added |
| Itau Unibanco Holding S.A. | 12 | $5.00K | 0.00% | +12 | New |
| MCF Advisors LLC | 13 | $5.41K | 0.00% | +10+333.3% | Added |
| Private Wealth Management Group, LLC | 14 | $5.83K | 0.00% | −8−36.4% | Reduced |
| Legacy Investment Solutions, LLC | 300 | $6.10K | 0.00% | +300 | New |
| Legacy Wealth Managment, LLC | 300 | $6.10K | 0.00% | +300 | New |
| Indiana Trust & Investment Management CO | 15 | $6.25K | 0.00% | +15 | New |
| PFS Partners, LLC | 15 | $6.25K | 0.00% | +15 | New |
| Caldwell Trust Co | 15 | $6.25K | 0.00% | +15 | New |
| New England Capital Financial Advisors LLC | 20 | $8.33K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 20 | $8.33K | 0.00% | +5+33.3% | Added |
| Broadwater Capital Management LLC | 20 | $8.33K | 0.01% | +20 | New |
| GW&K Investment Management, LLC | 22 | $9.00K | 0.00% | +4+22.2% | Added |
| Strategic Investment Solutions, Inc. | 22 | $9.16K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 23 | $9.58K | 0.00% | +9+64.3% | Added |
| SRS Capital Advisors, Inc. | 23 | $9.58K | 0.00% | +15+187.5% | Added |
| Skopos Labs, Inc. | 240 | $9.99K | 0.00% | +240 | New |
| Hazlett, Burt & Watson, Inc. | 23 | $10.0K | 0.00% | −18−43.9% | Reduced |
| Reuter James Wealth Management, LLC | 25 | $10.4K | 0.00% | +25 | New |
| Richard W. Paul & Associates, LLC | 27 | $11.2K | 0.00% | +27 | New |
| First PREMIER Bank | 29 | $12.0K | 0.00% | −23−44.2% | Reduced |
| Country Trust Bank | 29 | $12.1K | 0.00% | +29 | New |
| Fred Alger Management, LLC | 30 | $12.5K | 0.00% | −8,134−99.6% | Reduced |
| Farmers & Merchants Investments Inc | 30 | $12.5K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 30 | $12.5K | 0.00% | +10+50.0% | Added |
| NVWM, LLC | 31 | $12.9K | 0.00% | −3,038−99.0% | Reduced |
| Cetera Trust Company, N.A | 31 | $12.9K | 0.01% | 00.0% | Unchanged |
| WealthCollab, LLC | 31 | $12.9K | 0.01% | −3−8.8% | Reduced |
| Venturi Wealth Management, LLC | 31 | $12.9K | 0.00% | +8+34.8% | Added |
| Bullock Wealth Management Group | 320 | $13.0K | 0.01% | +182+131.9% | Added |
| Covestor Ltd | 30 | $13.0K | 0.01% | −399−93.0% | Reduced |
| Contravisory Investment Management, Inc. | 32 | $13.3K | 0.00% | +3+10.3% | Added |
| Parkside Financial Bank & Trust | 33 | $13.7K | 0.00% | −26−44.1% | Reduced |
| Mount Lucas Management LP | 339 | $14.1K | 0.00% | +8+2.4% | Added |
| Meeder Asset Management Inc | 34 | $14.2K | 0.00% | +12+54.5% | Added |
| Bank of New Hampshire | 35 | $14.6K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 36 | $15.0K | 0.01% | +36 | New |
| Tompkins Financial Corp | 37 | $15.4K | 0.00% | +37 | New |
| Oliver Lagore Vanvalin Investment Group | 39 | $16.2K | 0.00% | −5,687−99.3% | Reduced |
| Stone House Investment Management, LLC | 39 | $16.2K | 0.00% | −50−56.2% | Reduced |
| CIBC Private Wealth Group, LLC | 40 | $16.7K | 0.00% | −420−91.3% | Reduced |
| Darwin Advisors, LLC | 40 | $16.7K | 0.00% | +40 | New |
| JFS Wealth Advisors, LLC | 41 | $17.1K | 0.00% | 00.0% | Unchanged |
| Miller Wealth Advisors, LLC | 365 | $17.4K | 0.01% | +365 | New |
| AdvisorNet Financial, Inc | 42 | $17.5K | 0.00% | −36−46.2% | Reduced |
| Umb Bank N A | 43 | $17.9K | 0.00% | −81−65.3% | Reduced |
| Bell Investment Advisors, Inc | 47 | $19.6K | 0.00% | −11−19.0% | Reduced |
| DecisionPoint Financial, LLC | 47 | $19.6K | 0.01% | +47 | New |
| Catalyst Capital Advisors LLC | 48 | $20.0K | 0.00% | +48 | New |
| AlphaCentric Advisors LLC | 49 | $20.4K | 0.02% | −2−3.9% | Reduced |
| Adirondack Trust Co | 50 | $20.8K | 0.01% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 50 | $20.8K | 0.01% | 00.0% | Unchanged |
