| WestEnd Advisors, LLC | 1 | $96 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 1 | $96 | 0.00% | 00.0% | Unchanged |
| Louisbourg Investments Inc. | 1 | $96 | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 3 | $288 | 0.00% | −50−94.3% | Reduced |
| Colonial Trust Co | 3 | $293 | 0.00% | +3 | New |
| Manchester Capital Management LLC | 4 | $384 | 0.00% | −1−20.0% | Reduced |
| Quest Partners LLC | 5 | $479 | 0.00% | −9,129−99.9% | Reduced |
| Global Financial Private Client, LLC | 5 | $479 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 5 | $480 | 0.00% | +5 | New |
| Highline Wealth Partners LLC | 5 | $481 | 0.00% | −25−83.3% | Reduced |
| New England Capital Financial Advisors LLC | 5 | $488 | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 6 | $545 | 0.00% | −85−93.4% | Reduced |
| Raffa Wealth Management, LLC | 6 | $575 | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 6 | $576 | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 9 | $863 | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 9 | $863 | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 9 | $863 | 0.00% | +9 | New |
| Brown Brothers Harriman & Co | 10 | $959 | 0.00% | −1,000−99.0% | Reduced |
| Pineridge Advisors LLC | 10 | $959 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 11 | $1.05K | 0.00% | −2−15.4% | Reduced |
| MV Capital Management, Inc. | 14 | $1.34K | 0.00% | +3+27.3% | Added |
| Signature Resources Capital Management, LLC | 15 | $1.45K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 20 | $1.92K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 20 | $1.92K | 0.00% | +20 | New |
| Anchor Investment Management, LLC | 20 | $1.95K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 21 | $1.98K | 0.00% | +11+110.0% | Added |
| GW&K Investment Management, LLC | 20 | $2.00K | 0.00% | +4+25.0% | Added |
| Montag A & Associates Inc | 21 | $2.01K | 0.00% | +21 | New |
| Raleigh Capital Management Inc. | 25 | $2.40K | 0.00% | +20+400.0% | Added |
| Hantz Financial Services, Inc. | 30 | $3.00K | 0.00% | 00.0% | Unchanged |
| Gilliland Jeter Wealth Management LLC | 32 | $3.07K | 0.00% | −112−77.8% | Reduced |
| Rothschild Investment LLC | 32 | $3.07K | 0.00% | +1+3.2% | Added |
| Continuum Advisory, LLC | 38 | $3.54K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 37 | $3.55K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 49 | $4.00K | 0.00% | +49 | New |
| Whittier Trust Co | 45 | $4.31K | 0.00% | −80−64.0% | Reduced |
| Bruce G. Allen Investments, LLC | 48 | $4.60K | 0.00% | +1+2.1% | Added |
| MCF Advisors LLC | 50 | $4.79K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 50 | $4.79K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 50 | $4.79K | 0.00% | 00.0% | Unchanged |
| Motco | 50 | $4.79K | 0.00% | +50 | New |
| Macroview Investment Management LLC | 50 | $4.79K | 0.00% | +50 | New |
| ZRC Wealth Management, LLC | 50 | $4.79K | 0.00% | +50 | New |
| Larson Financial Group LLC | 51 | $4.93K | 0.00% | −142−73.6% | Reduced |
| Cullen/Frost Bankers, Inc. | 54 | $5.18K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 55 | $5.27K | 0.00% | −1−1.8% | Reduced |
| Capital Performance Advisors LLP | 57 | $5.46K | 0.00% | +57 | New |
| Fortitude Family Office, LLC | 61 | $5.85K | 0.00% | −31−33.7% | Reduced |
| Skopos Labs, Inc. | 62 | $5.95K | 0.00% | +62 | New |
| Migdal Insurance & Financial Holdings Ltd. | 60 | $6.00K | 0.00% | −62−50.8% | Reduced |
| JFS Wealth Advisors, LLC | 64 | $6.14K | 0.00% | −7−9.9% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 68 | $6.61K | 0.00% | +6+9.7% | Added |
| Harbour Investments, Inc. | 70 | $6.71K | 0.00% | −167−70.5% | Reduced |
| Hobbs Group Advisors, LLC | 70 | $6.71K | 0.00% | +30+75.0% | Added |
| TD Private Client Wealth LLC | 80 | $7.67K | 0.00% | −9−10.1% | Reduced |
| Tortoise Investment Management, LLC | 80 | $7.67K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 80 | $7.67K | 0.00% | −4−4.8% | Reduced |
| Planning Capital Management Corp | 81 | $7.75K | 0.01% | +73+912.5% | Added |
| Ashton Thomas Securities, LLC | 88 | $8.44K | 0.00% | +88 | New |
| Syntax Research, Inc. | 89 | $8.53K | 0.01% | 00.0% | Unchanged |
| Avion Wealth | 100 | $9.00K | 0.00% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 100 | $9.59K | 0.00% | 00.0% | Unchanged |
| Global X Japan Co., Ltd. | 106 | $10.2K | 0.00% | −169−61.5% | Reduced |
| Washington Trust Co | 106 | $10.2K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 112 | $10.7K | 0.00% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 117 | $11.2K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 133 | $13.0K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 138 | $13.2K | 0.01% | +45+48.4% | Added |
| Truvestments Capital LLC | 145 | $13.9K | 0.00% | +145 | New |
| Householder Group Estate & Retirement Specialist, LLC | 164 | $15.0K | 0.00% | −40−19.6% | Reduced |
| GeoWealth Management, LLC | 174 | $16.7K | 0.00% | +174 | New |
| Versant Capital Management, Inc | 176 | $16.9K | 0.00% | −395−69.2% | Reduced |
| Friedenthal Financial | 181 | $17.3K | 0.01% | +161+805.0% | Added |
| Voisard Asset Management Group, Inc. | 186 | $17.8K | 0.01% | +70+60.3% | Added |
| Lindbrook Capital, LLC | 187 | $17.9K | 0.00% | +17+10.0% | Added |
| Farther Finance Advisors, LLC | 196 | $18.8K | 0.00% | +12+6.5% | Added |
| Umb Bank N A | 200 | $19.2K | 0.00% | −23−10.3% | Reduced |
| Spire Wealth Management | 201 | $19.3K | 0.00% | +9+4.7% | Added |
| Carmichael Hill & Associates, Inc. | 213 | $20.5K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 220 | $21.1K | 0.00% | +145+193.3% | Added |
| Parkside Financial Bank & Trust | 222 | $21.3K | 0.00% | +33+17.5% | Added |
| CoreCap Advisors, LLC | 233 | $22.3K | 0.00% | +233 | New |
| Geneos Wealth Management Inc. | 244 | $23.4K | 0.00% | +134+121.8% | Added |
| Ci Investments Inc. | 263 | $25.0K | 0.00% | +86+48.6% | Added |
| Bartlett & Co. Wealth Management LLC | 263 | $25.2K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 300 | $28.8K | 0.01% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 318 | $30.5K | 0.01% | +318 | New |
| Bryn Mawr Trust Co | 323 | $31.0K | 0.00% | +323 | New |
| State of Wyoming | 345 | $33.1K | 0.00% | −965−73.7% | Reduced |
| EverSource Wealth Advisors, LLC | 365 | $35.0K | 0.00% | +11+3.1% | Added |
| Riggs Asset Managment Co. Inc. | 391 | $37.5K | 0.01% | 00.0% | Unchanged |
| Gulf International Bank (UK) Ltd | 405 | $38.0K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 404 | $38.7K | 0.00% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 422 | $40.0K | 0.02% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 432 | $41.4K | 0.00% | +432 | New |
| TCG Advisory Services, LLC | 472 | $45.3K | 0.00% | +101+27.2% | Added |
| SRS Capital Advisors, Inc. | 477 | $45.7K | 0.00% | +126+35.9% | Added |
| Quadrant Capital Group LLC | 492 | $47.2K | 0.00% | +253+105.9% | Added |
| SWAN Capital LLC | 501 | $48.0K | 0.02% | 00.0% | Unchanged |