| WestEnd Advisors, LLC | 1 | $86 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 1 | $86 | 0.00% | 00.0% | Unchanged |
| Louisbourg Investments Inc. | 1 | $86 | 0.00% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 1 | $86 | 0.00% | +1 | New |
| Rakuten Securities, Inc. | 1 | $86 | 0.00% | +1 | New |
| Colonial Trust Co | 3 | $258 | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 3 | $259 | 0.00% | +3 | New |
| Manchester Capital Management LLC | 4 | $345 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 4 | $345 | 0.00% | +4 | New |
| Carolinas Wealth Consulting LLC | 5 | $431 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 5 | $431 | 0.00% | +5 | New |
| Cassady Schiller Wealth Management, LLC | 5 | $431 | 0.00% | +5 | New |
| Highline Wealth Partners LLC | 5 | $433 | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 5 | $440 | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 6 | $491 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 6 | $517 | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 9 | $775 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 9 | $775 | 0.00% | +4+80.0% | Added |
| UMA Financial Services, Inc. | 9 | $776 | 0.00% | +9 | New |
| Modus Advisors, LLC | 10 | $869 | 0.00% | +10 | New |
| Capital Advisors, Ltd. LLC | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 12 | $1.03K | 0.00% | +12 | New |
| HHM Wealth Advisors, LLC | 12 | $1.03K | 0.00% | +12 | New |
| DiNuzzo Private Wealth, Inc. | 13 | $1.12K | 0.00% | +2+18.2% | Added |
| Grove Bank & Trust | 14 | $1.21K | 0.00% | +5+55.6% | Added |
| Rialto Wealth Management, LLC | 14 | $1.21K | 0.00% | +14 | New |
| Signature Resources Capital Management, LLC | 15 | $1.31K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 16 | $1.38K | 0.00% | +2+14.3% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 16 | $1.38K | 0.00% | +16 | New |
| NBC Securities, Inc. | 16 | $1.41K | 0.13% | −16,359−99.9% | Reduced |
| TD Private Client Wealth LLC | 18 | $1.55K | 0.00% | −62−77.5% | Reduced |
| CVA Family Office, LLC | 20 | $1.72K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 20 | $1.76K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 21 | $1.81K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 22 | $1.90K | 0.00% | +12+120.0% | Added |
| GW&K Investment Management, LLC | 24 | $2.00K | 0.00% | +4+20.0% | Added |
| Darwin Advisors, LLC | 24 | $2.07K | 0.00% | +24 | New |
| Raleigh Capital Management Inc. | 25 | $2.15K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 26 | $2.28K | 0.00% | +5+23.8% | Added |
| Ronald Blue Trust, Inc. | 29 | $2.50K | 0.00% | −522−94.7% | Reduced |
| Whipplewood Advisors, LLC | 32 | $2.76K | 0.00% | +32 | New |
| Investment Counsel Co of Nevada | 32 | $2.79K | 0.01% | +32 | New |
| Private Trust Co NA | 37 | $3.19K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 37 | $3.19K | 0.00% | +5+15.6% | Added |
| Zions Bancorporation, N.A. | 37 | $3.19K | 0.00% | +28+311.1% | Added |
| Continuum Advisory, LLC | 38 | $3.27K | 0.00% | 00.0% | Unchanged |
| Stonebridge Financial Group, LLC | 45 | $3.88K | 0.00% | +45 | New |
| MCF Advisors LLC | 50 | $4.31K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 50 | $4.31K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 50 | $4.31K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 50 | $4.31K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 50 | $4.31K | 0.00% | +50 | New |
| Larson Financial Group LLC | 52 | $4.44K | 0.00% | +1+2.0% | Added |
| Whittier Trust Co of Nevada Inc | 53 | $4.57K | 0.00% | +33+165.0% | Added |
| Harbor Investment Advisory, LLC | 55 | $4.74K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 56 | $4.83K | 0.00% | +8+16.7% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 64 | $5.00K | 0.00% | −100−61.0% | Reduced |
| Fortitude Family Office, LLC | 61 | $5.26K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 64 | $5.51K | 0.01% | +64 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 66 | $5.70K | 0.00% | −2−2.9% | Reduced |
| Skopos Labs, Inc. | 67 | $5.77K | 0.00% | +5+8.1% | Added |
| Pineridge Advisors LLC | 68 | $5.86K | 0.00% | +58+580.0% | Added |
| Sierra Ocean, LLC | 68 | $5.89K | 0.00% | +68 | New |
| JFS Wealth Advisors, LLC | 69 | $5.95K | 0.00% | +5+7.8% | Added |
| Hemington Wealth Management | 77 | $6.00K | 0.00% | +28+57.1% | Added |
| SJS Investment Consulting Inc. | 77 | $6.63K | 0.00% | −3−3.8% | Reduced |
| Tortoise Investment Management, LLC | 80 | $6.89K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 81 | $6.98K | 0.00% | +11+15.7% | Added |
| CoreCap Advisors, LLC | 86 | $7.41K | 0.00% | −147−63.1% | Reduced |
| Syntax Research, Inc. | 89 | $7.67K | 0.01% | 00.0% | Unchanged |
| Avion Wealth | 100 | $8.00K | 0.00% | 00.0% | Unchanged |
| YANKCOM Partnership | 99 | $8.53K | 0.00% | +99 | New |
| Central Pacific Bank - Trust Division | 100 | $8.62K | 0.00% | 00.0% | Unchanged |
| Palouse Capital Management, Inc. | 100 | $8.62K | 0.01% | +100 | New |
| Whittier Trust Co | 103 | $8.87K | 0.00% | +58+128.9% | Added |
| Washington Trust Co | 106 | $9.13K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 112 | $9.65K | 0.00% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 117 | $10.1K | 0.00% | −57−32.8% | Reduced |
| Silvant Capital Management LLC | 117 | $10.1K | 0.00% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 121 | $10.4K | 0.01% | +121 | New |
| Empirical Asset Management, LLC | 10,475 | $10.5K | 0.00% | +10,475 | New |
| Golden State Wealth Management, LLC | 123 | $10.6K | 0.00% | +123 | New |
| SRS Capital Advisors, Inc. | 126 | $10.9K | 0.00% | −351−73.6% | Reduced |
| Cromwell Holdings LLC | 138 | $11.9K | 0.01% | 00.0% | Unchanged |
| Truvestments Capital LLC | 145 | $12.5K | 0.00% | 00.0% | Unchanged |
| Global X Japan Co., Ltd. | 145 | $12.5K | 0.00% | +39+36.8% | Added |
| Coppell Advisory Solutions LLC | 174 | $14.9K | 0.00% | +41+30.8% | Added |
| IAG Wealth Partners, LLC | 175 | $15.1K | 0.00% | +175 | New |
| Optiver Holding B.V. | 177 | $15.3K | 0.00% | +177 | New |
| Friedenthal Financial | 182 | $15.7K | 0.01% | +1+0.6% | Added |
| Capital A Wealth Management, LLC | 186 | $16.1K | 0.03% | +186 | New |
| EverSource Wealth Advisors, LLC | 191 | $16.4K | 0.00% | −174−47.7% | Reduced |
| Cullen/Frost Bankers, Inc. | 194 | $16.7K | 0.00% | +140+259.3% | Added |
| Gulf International Bank (UK) Ltd | 198 | $17.0K | 0.00% | −207−51.1% | Reduced |
| Orion Capital Management LLC | 200 | $17.2K | 0.01% | +200 | New |
| Versant Capital Management, Inc | 203 | $17.5K | 0.00% | +27+15.3% | Added |
| AdvisorNet Financial, Inc | 222 | $19.1K | 0.00% | +2+0.9% | Added |
| Geneos Wealth Management Inc. | 226 | $19.5K | 0.00% | −18−7.4% | Reduced |
| Penserra Capital Management LLC | 235 | $20.0K | 0.00% | +235 | New |
| Richards, Merrill & Peterson, Inc. | 246 | $21.2K | 0.01% | +246 | New |