| Allworth Financial LP | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 5 | $0 | 0.00% | +5 | New |
| JFS Wealth Advisors, LLC | 2 | $0 | 0.00% | +2 | New |
| Cornerstone Advisory, LLC | 6 | $0 | 0.00% | +6 | New |
| Schubert & Co | 3 | $0 | 0.00% | +3 | New |
| Rise Advisors, LLC | 10 | $746 | 0.00% | +10 | New |
| Point72 Hong Kong Ltd | 20 | $1.00K | 0.00% | −3,754−99.5% | Reduced |
| Glassman Wealth Services | 8 | $1.00K | 0.00% | −165−95.4% | Reduced |
| Quadrant Capital Group LLC | 19 | $1.00K | 0.00% | −88−82.2% | Reduced |
| Accel Wealth Management | 15 | $1.00K | 0.00% | −85−85.0% | Reduced |
| Institutional & Family Asset Management, LLC | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| Lake Point Wealth Management | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 20 | $1.00K | 0.00% | +20 | New |
| CoreCap Advisors, LLC | 5 | $1.00K | 0.00% | +5 | New |
| Activest Wealth Management | 24 | $2.00K | 0.00% | +9+60.0% | Added |
| Albion Financial Group | 30 | $2.00K | 0.00% | +30 | New |
| Assetmark, Inc | 31 | $2.00K | 0.00% | +31 | New |
| CWM, LLC | 32 | $2.00K | 0.00% | +32 | New |
| Performa Ltd (US), LLC | 25 | $2.00K | 0.00% | +25 | New |
| Henrickson Nauta Wealth Advisors, Inc. | 43 | $2.00K | 0.00% | +43 | New |
| Bellevue Asset Management, LLC | 41 | $3.00K | 0.00% | −3−6.8% | Reduced |
| Clearstead Advisors, LLC | 35 | $3.00K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 50 | $4.00K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 50 | $4.00K | 0.00% | +50 | New |
| Covestor Ltd | 58 | $4.00K | 0.01% | +58 | New |
| Column Capital Advisors, LLC | 63 | $5.00K | 0.00% | +63 | New |
| Koshinski Asset Management, Inc. | 80 | $5.96K | 0.00% | +40+100.0% | Added |
| Lenox Wealth Advisors, LLC | 75 | $6.00K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 75 | $6.00K | 0.00% | +75 | New |
| Motley Fool Asset Management LLC | 88 | $7.00K | 0.00% | +88 | New |
| EverSource Wealth Advisors, LLC | 95 | $7.00K | 0.00% | +95 | New |
| Washington Trust Advisors, Inc. | 91 | $7.00K | 0.00% | +91 | New |
| FMR LLC | 124 | $9.00K | 0.00% | −552−81.7% | Reduced |
| Solstein Capital, LLC | 115 | $9.00K | 0.01% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 140 | $10.0K | 0.01% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 148 | $11.0K | 0.00% | −35−19.1% | Reduced |
| Achmea Investment Management B.V. | 150 | $11.0K | 0.00% | +150 | New |
| Leonteq Securities AG | 162 | $12.1K | 0.00% | +162 | New |
| Gradient Investments LLC | 172 | $13.0K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 200 | $14.9K | 0.01% | −400−66.7% | Reduced |
| Harbour Investments, Inc. | 200 | $15.0K | 0.00% | −158−44.1% | Reduced |
| Focused Wealth Management, Inc | 200 | $15.0K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 200 | $15.0K | 0.01% | +200 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 200 | $15.0K | 0.00% | +200 | New |
| Manchester Capital Management LLC | 218 | $16.0K | 0.00% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 215 | $16.0K | 0.00% | +215 | New |
| Sandy Spring Bank | 255 | $19.0K | 0.00% | +46+22.0% | Added |
| TAP Consulting, LLC | 253 | $19.0K | 0.00% | +253 | New |
| Corbenic Partners LLC | 272 | $20.0K | 0.00% | +42+18.3% | Added |
| Financial Avengers, Inc. | 300 | $22.0K | 0.01% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 350 | $26.0K | 0.00% | −50−12.5% | Reduced |
| HM Payson & Co | 365 | $27.0K | 0.00% | +265+265.0% | Added |
| Bellwether Advisors, LLC | 378 | $28.0K | 0.01% | +378 | New |
| Steward Partners Investment Advisory, LLC | 438 | $33.0K | 0.00% | +52+13.5% | Added |
| Signaturefd, LLC | 453 | $34.0K | 0.00% | +104+29.8% | Added |
| Harvest Fund Management Co., Ltd | 457 | $34.0K | 0.01% | +284+164.2% | Added |
| Bogart Wealth, LLC | 479 | $36.0K | 0.00% | +10+2.1% | Added |
| Northwestern Mutual Wealth Management Co | 472 | $36.0K | 0.00% | +472 | New |
| Monetary Management Group Inc | 500 | $37.0K | 0.01% | 00.0% | Unchanged |
| US Bancorp | 511 | $38.0K | 0.00% | +30+6.2% | Added |
| Itau Unibanco Holding S.A. | 626 | $48.0K | 0.00% | −893−58.8% | Reduced |
| O'Dell Group, LLC | 690 | $51.0K | 0.01% | −691−50.0% | Reduced |
| Geneos Wealth Management Inc. | 700 | $52.0K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 707 | $52.0K | 0.00% | +292+70.4% | Added |
| The PNC Financial Services Group, Inc. | 695 | $52.0K | 0.00% | +566+438.8% | Added |
| Confluence Wealth Services, Inc. | 700 | $52.0K | 0.02% | +700 | New |
| GraniteShares Advisors LLC | 770 | $57.0K | 0.03% | +770 | New |
| Larson Financial Group LLC | 783 | $58.0K | 0.01% | 00.0% | Unchanged |
| FourThought Financial, LLC | 786 | $59.0K | 0.01% | −134−14.6% | Reduced |
| Federation des caisses Desjardins du Quebec | 800 | $59.6K | 0.00% | +443+124.1% | Added |
| SG3 Management, LLC | 800 | $60.0K | 0.01% | +800 | New |
| Vestcor Inc | 822 | $61.0K | 0.00% | +822 | New |
| Retirement Planning Co of New England, Inc. | 820 | $61.0K | 0.03% | +820 | New |
| Captrust Financial Advisors | 858 | $64.0K | 0.00% | +176+25.8% | Added |
| Financial Perspectives, Inc | 928 | $69.2K | 0.03% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 1,010 | $69.5K | 0.00% | +1,010 | New |
| Pacer Advisors, Inc. | 937 | $70.0K | 0.00% | +937 | New |
| Storebrand Asset Management AS | 980 | $73.1K | 0.00% | +980 | New |
| Close Asset Management Ltd | 1,030 | $77.0K | 0.00% | −155−13.1% | Reduced |
| Lindbrook Capital, LLC | 1,137 | $85.0K | 0.01% | +1,099+2,892.1% | Added |
| Lazard Asset Management LLC | 1,181 | $88.0K | 0.00% | −89−7.0% | Reduced |
| TCI Wealth Advisors, Inc. | 1,341 | $100.0K | 0.01% | −975−42.1% | Reduced |
| HHM Wealth Advisors, LLC | 1,340 | $100.0K | 0.02% | +1,320+6,600.0% | Added |
| Tower Research Capital LLC (TRC) | 1,381 | $103.0K | 0.00% | −3,533−71.9% | Reduced |
| Nisa Investment Advisors, LLC | 1,980 | $104.0K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 1,500 | $112.0K | 0.07% | −500−25.0% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 1,500 | $112.0K | 0.02% | +1,500 | New |
| Advisors Asset Management, Inc. | 1,847 | $137.7K | 0.00% | +1,165+170.8% | Added |
| Macquarie Group Ltd | 1,860 | $138.0K | 0.00% | +318+20.6% | Added |
| Sterling Investment Advisors, Ltd. | 2,000 | $149.0K | 0.04% | +1,000+100.0% | Added |
| Cutler Group LP | 2,062 | $153.0K | 0.01% | −90,872−97.8% | Reduced |
| Neo Ivy Capital Management | 2,067 | $154.0K | 0.22% | +2,067 | New |
| Global Wealth Management Investment Advisory, Inc. | 2,196 | $164.0K | 0.05% | −20−0.9% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,200 | $164.0K | 0.00% | 00.0% | Unchanged |
| Nkcfo LLC | 2,400 | $179.0K | 0.06% | +2,400 | New |
| Spire Wealth Management | 2,614 | $195.0K | 0.00% | −166−6.0% | Reduced |
| DekaBank Deutsche Girozentrale | 2,565 | $208.0K | 0.00% | +2,565 | New |
| Benjamin F. Edwards & Company, Inc. | 2,813 | $210.0K | 0.01% | −550−16.4% | Reduced |
| Edmond de Rothschild Holding S.A. | 2,834 | $211.0K | 0.00% | −218−7.1% | Reduced |
| Prelude Capital Management, LLC | 2,849 | $212.0K | 0.01% | −4,611−61.8% | Reduced |