| Whittier Trust Co of Nevada Inc | 1 | $64 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 2 | $129 | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 2 | $129 | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 2 | $129 | 0.00% | +2 | New |
| Parkworth Wealth Management, Inc. | 2 | $129 | 0.00% | +2 | New |
| NBC Securities, Inc. | 3 | $233 | 0.02% | −3,601−99.9% | Reduced |
| Valued Wealth Advisors LLC | 4 | $260 | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 4 | $263 | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 5 | $323 | 0.00% | +5 | New |
| Crewe Advisors LLC | 5 | $324 | 0.00% | +5 | New |
| Financial Management Professionals, Inc. | 6 | $388 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 6 | $388 | 0.00% | +5+500.0% | Added |
| MPWM Advisory Solutions, LLC | 8 | $517 | 0.00% | +8 | New |
| Private Wealth Management Group, LLC | 8 | $518 | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 9 | $580 | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 10 | $647 | 0.00% | +10 | New |
| WealthTrak Capital Management LLC | 10 | $647 | 0.00% | +10 | New |
| Allworth Financial LP | 11 | $743 | 0.00% | −26−70.3% | Reduced |
| Jones Financial Companies LLLP | 12 | $776 | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 12 | $809 | 0.00% | +12 | New |
| Assetmark, Inc | 13 | $841 | 0.00% | +13 | New |
| Transce3nd, LLC | 13 | $845 | 0.00% | +13 | New |
| SJS Investment Consulting Inc. | 14 | $906 | 0.00% | −2−12.5% | Reduced |
| Continuum Advisory, LLC | 15 | $970 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 15 | $971 | 0.00% | +2+15.4% | Added |
| Bell Investment Advisors, Inc | 19 | $1.23K | 0.00% | −14−42.4% | Reduced |
| Cornerstone Planning Group LLC | 21 | $1.48K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 26 | $1.68K | 0.00% | −2−7.1% | Reduced |
| IMG Wealth Management, Inc. | 26 | $1.68K | 0.00% | +26 | New |
| Lindbrook Capital, LLC | 27 | $1.75K | 0.00% | −16−37.2% | Reduced |
| IFP Advisors, Inc | 29 | $1.88K | 0.00% | −16−35.6% | Reduced |
| Whittier Trust Co | 34 | $2.20K | 0.00% | −103−75.2% | Reduced |
| Whipplewood Advisors, LLC | 34 | $2.20K | 0.00% | +34 | New |
| Harbour Investments, Inc. | 42 | $2.72K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 53 | $3.00K | 0.00% | −6−10.2% | Reduced |
| JFS Wealth Advisors, LLC | 49 | $3.17K | 0.00% | +6+14.0% | Added |
| Solstein Capital, LLC | 62 | $4.01K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 66 | $4.27K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 74 | $4.79K | 0.00% | −595−88.9% | Reduced |
| Huntington National Bank | 74 | $4.79K | 0.00% | +1+1.4% | Added |
| Steward Partners Investment Advisory, LLC | 74 | $4.79K | 0.00% | +40+117.6% | Added |
| CIBC Private Wealth Group, LLC | 80 | $5.21K | 0.00% | −28−25.9% | Reduced |
| Venturi Wealth Management, LLC | 88 | $5.69K | 0.00% | −115−56.7% | Reduced |
| Umb Bank N A | 92 | $5.95K | 0.00% | −140−60.3% | Reduced |
| Simplex Trading, LLC | 107 | $6.00K | 0.00% | +107 | New |
| SBI Securities Co., Ltd. | 96 | $6.21K | 0.00% | +96 | New |
| Icon Advisers Inc | 100 | $6.47K | 0.00% | +100 | New |
| Massmutual Trust Co FSB | 101 | $6.53K | 0.00% | +17+20.2% | Added |
| CoreCap Advisors, LLC | 101 | $6.53K | 0.00% | +62+159.0% | Added |
| Smithfield Trust Co | 110 | $7.00K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 110 | $7.00K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 113 | $7.31K | 0.00% | −38−25.2% | Reduced |
| TD Private Client Wealth LLC | 116 | $7.50K | 0.00% | −78−40.2% | Reduced |
| WPG Advisers, LLC | 118 | $7.63K | 0.01% | +118 | New |
| Global Financial Private Client, LLC | 119 | $7.70K | 0.00% | −2−1.7% | Reduced |
| Spire Wealth Management | 125 | $8.09K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 125 | $8.09K | 0.00% | +121+3,025.0% | Added |
| Geneos Wealth Management Inc. | 126 | $8.15K | 0.00% | +9+7.7% | Added |
| Indiana Trust & Investment Management CO | 133 | $8.60K | 0.00% | +133 | New |
| Signaturefd, LLC | 147 | $9.48K | 0.00% | −28−16.0% | Reduced |
| Skopos Labs, Inc. | 185 | $12.0K | 0.00% | +114+160.6% | Added |
| EverSource Wealth Advisors, LLC | 193 | $12.5K | 0.00% | +13+7.2% | Added |
| Retirement Wealth Solutions LLC | 198 | $12.5K | 0.01% | +198 | New |
| Danske Bank A/S | 200 | $12.9K | 0.00% | −1,300−86.7% | Reduced |
| Mascoma Wealth Management LLC | 200 | $12.9K | 0.00% | −67−25.1% | Reduced |
| Group One Trading, L.P. | 200 | $12.9K | 0.00% | +200 | New |
| Private Trust Co NA | 207 | $13.4K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 207 | $13.4K | 0.00% | +200+2,857.1% | Added |
| Valley National Advisers Inc | 229 | $14.0K | 0.00% | −3−1.3% | Reduced |
| Centerpoint Advisors, LLC | 217 | $14.0K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 239 | $15.5K | 0.01% | −48−16.7% | Reduced |
| TSFG, LLC | 250 | $16.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 270 | $17.5K | 0.00% | +14+5.5% | Added |
| LGT Financial Advisors LLC | 276 | $17.9K | 0.04% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 278 | $18.0K | 0.00% | −479−63.3% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 281 | $18.1K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 291 | $18.8K | 0.00% | +291 | New |
| NBT Bank N A | 300 | $19.4K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 334 | $21.6K | 0.00% | +123+58.3% | Added |
| CBIZ Investment Advisory Services, LLC | 345 | $22.3K | 0.00% | +96+38.6% | Added |
| Global X Japan Co., Ltd. | 348 | $22.5K | 0.00% | +86+32.8% | Added |
| SRS Capital Advisors, Inc. | 382 | $24.7K | 0.00% | −145−27.5% | Reduced |
| Smartleaf Asset Management LLC | 401 | $25.9K | 0.00% | +13+3.4% | Added |
| Ruedi Wealth Management, Inc. | 433 | $28.0K | 0.01% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 450 | $29.1K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 469 | $30.3K | 0.00% | +469 | New |
| Hemington Wealth Management | 482 | $31.0K | 0.01% | +4+0.8% | Added |
| Caitong International Asset Management Co., Ltd | 518 | $33.5K | 0.03% | +518 | New |
| Bartlett & Co. Wealth Management LLC | 520 | $33.6K | 0.00% | 00.0% | Unchanged |
| Headlands Technologies LLC | 553 | $35.8K | 0.00% | −332−37.5% | Reduced |
| Parallel Advisors, LLC | 572 | $37.0K | 0.00% | −4−0.7% | Reduced |
| Principal Securities, Inc. | 578 | $37.4K | 0.00% | −24−4.0% | Reduced |
| Proequities, Inc. | 562 | $38.0K | 0.00% | −20−3.4% | Reduced |
| AdvisorNet Financial, Inc | 600 | $38.8K | 0.00% | −706−54.1% | Reduced |
| Armstrong Advisory Group, Inc | 600 | $38.8K | 0.00% | +600 | New |
| Financial Perspectives, Inc | 645 | $41.7K | 0.01% | +645 | New |
| Quent Capital, LLC | 649 | $42.0K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 697 | $45.1K | 0.01% | +697 | New |
| Ronald Blue Trust, Inc. | 738 | $47.7K | 0.00% | −412−35.8% | Reduced |
| GAMMA Investing LLC | 801 | $51.8K | 0.00% | −354−30.6% | Reduced |
