| Harel Insurance Investments & Financial Services Ltd. | 1 | $0 | 0.00% | −704−99.9% | Reduced |
| Impact Partnership Wealth, LLC | 1 | $160 | 0.00% | +1 | New |
| True Wealth Design, LLC | 1 | $199 | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 2 | $398 | 0.00% | −400−99.5% | Reduced |
| Zions Bancorporation, N.A. | 2 | $398 | 0.00% | 00.0% | Unchanged |
| Motco | 2 | $398 | 0.00% | +2 | New |
| Farther Finance Advisors, LLC | 4 | $796 | 0.00% | −47−92.2% | Reduced |
| Quent Capital, LLC | 4 | $796 | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 5 | $995 | 0.00% | −5−50.0% | Reduced |
| AdvisorNet Financial, Inc | 5 | $995 | 0.00% | +3+150.0% | Added |
| GW&K Investment Management, LLC | 4 | $1.00K | 0.00% | +1+33.3% | Added |
| Steward Financial Group LLC | 8 | $1.00K | 0.00% | +8 | New |
| Bellevue Asset Management, LLC | 6 | $1.19K | 0.00% | −3−33.3% | Reduced |
| Cary Street Partner Investment Advisory LLC | 6 | $1.19K | 0.00% | +6 | New |
| JFS Wealth Advisors, LLC | 7 | $1.39K | 0.00% | +1+16.7% | Added |
| M&R Capital Management Inc | 10 | $1.99K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 12 | $2.00K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 8 | $2.00K | 0.00% | +8 | New |
| Venturi Wealth Management, LLC | 11 | $2.19K | 0.00% | +10+1,000.0% | Added |
| Stone House Investment Management, LLC | 12 | $2.39K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 13 | $2.59K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 13 | $2.59K | 0.00% | +11+550.0% | Added |
| Washington Trust Advisors, Inc. | 15 | $2.98K | 0.00% | −8−34.8% | Reduced |
| Raffa Wealth Management, LLC | 15 | $2.98K | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 18 | $3.58K | 0.00% | −14−43.8% | Reduced |
| Ronald Blue Trust, Inc. | 19 | $4.00K | 0.00% | +19 | New |
| RFP Financial Group LLC | 21 | $4.18K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 22 | $4.38K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 25 | $4.97K | 0.00% | +25 | New |
| Ogorek Anthony Joseph | 28 | $5.00K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 30 | $5.97K | 0.00% | +30 | New |
| Authentikos Wealth Advisory, LLC | 30 | $5.97K | 0.01% | +30 | New |
| Key Financial Inc | 34 | $6.77K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 34 | $6.77K | 0.00% | +3+9.7% | Added |
| GWM Advisors LLC | 35 | $6.96K | 0.00% | −2,139−98.4% | Reduced |
| Gradient Investments LLC | 35 | $6.96K | 0.00% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 35 | $7.00K | 0.00% | −2−5.4% | Reduced |
| Cornerstone Planning Group LLC | 36 | $7.16K | 0.00% | +36 | New |
| Prestige Wealth Management Group LLC | 38 | $7.56K | 0.00% | +30+375.0% | Added |
| Cape Investment Advisory, Inc. | 39 | $7.76K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 40 | $8.00K | 0.01% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 44 | $8.76K | 0.00% | −13−22.8% | Reduced |
| Farmers & Merchants Investments Inc | 46 | $9.15K | 0.00% | −2−4.2% | Reduced |
| Glassman Wealth Services | 46 | $9.15K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 50 | $9.95K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 50 | $9.95K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 50 | $9.95K | 0.00% | 00.0% | Unchanged |
| Flaharty Asset Management, LLC | 50 | $9.95K | 0.00% | +50 | New |
| Pittenger & Anderson Inc | 63 | $12.5K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 65 | $12.9K | 0.00% | −9−12.2% | Reduced |
| Salem Investment Counselors Inc | 70 | $13.9K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 73 | $14.5K | 0.00% | −80−52.3% | Reduced |
| Parkside Financial Bank & Trust | 76 | $15.1K | 0.00% | +70+1,166.7% | Added |
| Private Trust Co NA | 80 | $15.9K | 0.00% | −34−29.8% | Reduced |
| Manchester Capital Management LLC | 81 | $16.1K | 0.00% | 00.0% | Unchanged |
| Headinvest, LLC | 89 | $17.5K | 0.00% | +89 | New |
| Kelly Financial Services LLC | 90 | $17.9K | 0.01% | +10+12.5% | Added |
| Rise Advisors, LLC | 96 | $19.1K | 0.02% | −15−13.5% | Reduced |
| Gould Capital, LLC | 100 | $19.6K | 0.02% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 100 | $19.9K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 100 | $19.9K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 100 | $19.9K | 0.00% | +90+900.0% | Added |
| Westside Investment Management, Inc. | 100 | $19.9K | 0.01% | +100 | New |
| Lindbrook Capital, LLC | 120 | $23.9K | 0.00% | +23+23.7% | Added |
| Hollencrest Capital Management | 130 | $25.9K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 146 | $29.1K | 0.01% | −22−13.1% | Reduced |
| Raleigh Capital Management Inc. | 168 | $33.4K | 0.02% | −31−15.6% | Reduced |
| Tyler-Stone Wealth Management | 180 | $36.0K | 0.02% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 183 | $36.4K | 0.00% | −10−5.2% | Reduced |
| LGT Financial Advisors LLC | 192 | $38.2K | 0.05% | +192 | New |
| North Star Investment Management Corp. | 200 | $39.8K | 0.00% | −50−20.0% | Reduced |
| Geneos Wealth Management Inc. | 200 | $39.8K | 0.00% | +3+1.5% | Added |
| Roble, Belko & Company, Inc | 200 | $40.0K | 0.01% | 00.0% | Unchanged |
| Ci Investments Inc. | 201 | $40.0K | 0.00% | +11+5.8% | Added |
| Sandy Spring Bank | 230 | $45.8K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 235 | $46.1K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 250 | $49.7K | 0.02% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 256 | $50.9K | 0.01% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 259 | $51.5K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 285 | $58.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 295 | $58.7K | 0.00% | +9+3.1% | Added |
| Fairfield Financial Advisors, LTD | 300 | $59.7K | 0.03% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 322 | $64.0K | 0.01% | −20−5.8% | Reduced |
| Toth Financial Advisory Corp | 350 | $69.6K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 354 | $70.4K | 0.01% | +22+6.6% | Added |
| Archer Investment Corp | 384 | $76.4K | 0.03% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 395 | $79.0K | 0.04% | −96−19.6% | Reduced |
| Umb Bank N A | 400 | $79.6K | 0.00% | 00.0% | Unchanged |
| Provence Wealth Management Group | 400 | $79.6K | 0.05% | +400 | New |
| Baker Avenue Asset Management, LP | 402 | $80.0K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 400 | $80.0K | 0.03% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 400 | $80.0K | 0.01% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 431 | $85.8K | 0.01% | +7+1.7% | Added |
| Clearstead Advisors, LLC | 440 | $87.6K | 0.01% | +114+35.0% | Added |
| Signaturefd, LLC | 475 | $94.5K | 0.00% | +66+16.1% | Added |
| Hantz Financial Services, Inc. | 480 | $96.0K | 0.00% | +200+71.4% | Added |
| FSC Wealth Advisors, LLC | 500 | $99.5K | 0.10% | 00.0% | Unchanged |
| UniSuper Management Pty Ltd | 500 | $99.5K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 550 | $109.4K | 0.01% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 550 | $109.4K | 0.01% | 00.0% | Unchanged |