| WestEnd Advisors, LLC | 1 | $229 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 1 | $229 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1 | $229 | 0.00% | +1 | New |
| Carolinas Wealth Consulting LLC | 1 | $230 | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 2 | $458 | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 2 | $458 | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 2 | $458 | 0.00% | +2 | New |
| Brown Brothers Harriman & Co | 3 | $687 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 4 | $916 | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 4 | $916 | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 4 | $917 | 0.00% | −722−99.4% | Reduced |
| Asset Dedication, LLC | 4 | $917 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 4 | $917 | 0.00% | +1+33.3% | Added |
| Picton Mahoney Asset Management | 5 | $1.00K | 0.00% | +5 | New |
| Private Trust Co NA | 5 | $1.15K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 5 | $1.15K | 0.00% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 5 | $1.15K | 0.00% | +5 | New |
| Claris Advisors, LLC | 5 | $1.15K | 0.00% | +5 | New |
| Highline Wealth Partners LLC | 5 | $1.15K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 6 | $1.37K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 6 | $1.37K | 0.00% | +1+20.0% | Added |
| ClariVest Asset Management LLC | 9 | $1.66K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 7 | $2.00K | 0.00% | +3+75.0% | Added |
| Dunhill Financial, LLC | 12 | $2.85K | 0.00% | +6+100.0% | Added |
| Rothschild Investment LLC | 13 | $2.98K | 0.00% | −3−18.8% | Reduced |
| HGK Asset Management Inc | 14 | $3.21K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 14 | $3.21K | 0.00% | +8+133.3% | Added |
| Truvestments Capital LLC | 14 | $3.21K | 0.00% | +14 | New |
| Frazier Financial Advisors, LLC | 15 | $3.44K | 0.00% | −45−75.0% | Reduced |
| DiNuzzo Private Wealth, Inc. | 19 | $4.35K | 0.00% | +1+5.6% | Added |
| Avion Wealth | 22 | $5.00K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 23 | $5.27K | 0.00% | +23 | New |
| Fuller & Thaler Asset Management, Inc. | 24 | $5.50K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 24 | $5.50K | 0.00% | 00.0% | Unchanged |
| Ashton Thomas Securities, LLC | 25 | $5.72K | 0.00% | +25 | New |
| Geneos Wealth Management Inc. | 26 | $5.95K | 0.00% | +26 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 30 | $6.87K | 0.00% | +26+650.0% | Added |
| Fortitude Family Office, LLC | 32 | $7.33K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 32 | $7.33K | 0.00% | +3+10.3% | Added |
| Bryn Mawr Trust Co | 33 | $7.56K | 0.00% | +33 | New |
| VitalStone Financial, LLC | 34 | $7.79K | 0.01% | −1,744−98.1% | Reduced |
| Bell Investment Advisors, Inc | 35 | $8.02K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 36 | $8.24K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 36 | $8.24K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 2,290 | $10.0K | 0.00% | +2,268+10,309.1% | Added |
| Anchor Investment Management, LLC | 47 | $10.8K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 48 | $11.0K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 52 | $11.0K | 0.00% | −4−7.1% | Reduced |
| Massmutual Trust Co FSB | 49 | $11.2K | 0.00% | +15+44.1% | Added |
| Prestige Wealth Management Group LLC | 51 | $11.7K | 0.00% | 00.0% | Unchanged |
| Safe Harbor Fiduciary, LLC | 52 | $11.9K | 0.01% | +52 | New |
| Capital Advisors, Ltd. LLC | 53 | $12.0K | 0.00% | +1+1.9% | Added |
| MV Capital Management, Inc. | 60 | $13.7K | 0.00% | −1−1.6% | Reduced |
| Loomis Sayles & Co L P | 60 | $14.0K | 0.00% | +60 | New |
| Allworth Financial LP | 66 | $15.1K | 0.00% | +13+24.5% | Added |
| Harbour Investments, Inc. | 67 | $15.3K | 0.00% | +9+15.5% | Added |
| JFS Wealth Advisors, LLC | 69 | $15.8K | 0.00% | +2+3.0% | Added |
| EverSource Wealth Advisors, LLC | 71 | $16.3K | 0.00% | −144−67.0% | Reduced |
| Hemington Wealth Management | 87 | $17.0K | 0.00% | +87 | New |
| Washington Trust Co | 75 | $17.2K | 0.00% | 00.0% | Unchanged |
| Ossiam | 75 | $17.2K | 0.00% | +53+240.9% | Added |
| Quent Capital, LLC | 82 | $18.9K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 94 | $21.6K | 0.00% | +90+2,250.0% | Added |
| Brown, Lisle/Cummings, Inc. | 95 | $21.8K | 0.01% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 98 | $22.0K | 0.00% | +98 | New |
| Oarsman Capital, Inc. | 100 | $22.9K | 0.00% | +100 | New |
| Parkside Financial Bank & Trust | 100 | $22.9K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 101 | $23.1K | 0.01% | +90+818.2% | Added |
| Lindbrook Capital, LLC | 113 | $25.9K | 0.00% | +11+10.8% | Added |
| Steward Partners Investment Advisory, LLC | 116 | $26.6K | 0.00% | −4−3.3% | Reduced |
| Umb Bank N A | 121 | $27.7K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 139 | $32.0K | 0.00% | +139 | New |
| Smithfield Trust Co | 155 | $36.0K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 170 | $38.9K | 0.00% | +170 | New |
| SRS Capital Advisors, Inc. | 171 | $39.2K | 0.00% | +114+200.0% | Added |
| True Wealth Design, LLC | 171 | $39.2K | 0.02% | +171 | New |
| Kayne Anderson Rudnick Investment Management LLC | 173 | $39.6K | 0.00% | +172+17,200.0% | Added |
| Huntington National Bank | 180 | $41.2K | 0.00% | +145+414.3% | Added |
| WealthCollab, LLC | 189 | $43.3K | 0.03% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 196 | $44.9K | 0.00% | +117+148.1% | Added |
| Cromwell Holdings LLC | 197 | $45.1K | 0.03% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 204 | $46.7K | 0.01% | +204 | New |
| Centerpoint Advisors, LLC | 205 | $47.0K | 0.02% | +80+64.0% | Added |
| Liontrust Investment Partners LLP | 266 | $49.2K | 0.00% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 215 | $49.2K | 0.03% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 322 | $59.5K | 0.00% | +142+78.9% | Added |
| Sentry Investment Management LLC | 279 | $64.0K | 0.03% | +279 | New |
| Mather Group, LLC. | 283 | $64.8K | 0.00% | +68+31.6% | Added |
| Montag A & Associates Inc | 286 | $65.5K | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 287 | $65.7K | 0.00% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 287 | $65.7K | 0.02% | +287 | New |
| Sunbelt Securities, Inc. | 302 | $69.2K | 0.01% | +302 | New |
| Smartleaf Asset Management LLC | 348 | $80.0K | 0.01% | −646−65.0% | Reduced |
| Whittier Trust Co | 360 | $82.4K | 0.00% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 364 | $83.4K | 0.00% | +364 | New |
| Versant Capital Management, Inc | 372 | $85.2K | 0.02% | +68+22.4% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 400 | $91.6K | 0.00% | +400 | New |
| Catalyst Funds Management Pty Ltd | 400 | $91.6K | 0.02% | −200−33.3% | Reduced |
| LRI Investments, LLC | 456 | $91.7K | 0.01% | +70+18.1% | Added |
| Platinum Investment Management Ltd | 415 | $95.0K | 0.00% | −171−29.2% | Reduced |