| Benjamin F. Edwards & Company, Inc. | 1,013 | $153.0K | 0.01% | −6−0.6% | Reduced |
| Logan Capital Management Inc | 1,000 | $150.9K | 0.01% | 00.0% | Unchanged |
| Schubert & Co | 999 | $150.8K | 0.13% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 956 | $144.3K | 0.00% | +50+5.5% | Added |
| Kistler-Tiffany Companies, LLC | 937 | $141.4K | 0.03% | +179+23.6% | Added |
| Maj Invest Holding A/S | 850 | $128.0K | 0.00% | +850 | New |
| Lindbrook Capital, LLC | 805 | $121.5K | 0.01% | +242+43.0% | Added |
| EverSource Wealth Advisors, LLC | 802 | $121.0K | 0.02% | +692+629.1% | Added |
| Freemont Management S.A. | 800 | $120.7K | 0.02% | −42,000−98.1% | Reduced |
| Carmignac Gestion | 791 | $119.4K | 0.00% | −30,574−97.5% | Reduced |
| Rosenberg Matthew Hamilton | 710 | $107.2K | 0.03% | −110−13.4% | Reduced |
| Grove Bank & Trust | 697 | $105.2K | 0.02% | +29+4.3% | Added |
| HM Payson & Co | 684 | $103.2K | 0.00% | +3+0.4% | Added |
| Asset Management One Co.,Ltd. | 663 | $100.1K | 0.00% | −518−43.9% | Reduced |
| Assetmark, Inc | 660 | $99.6K | 0.00% | +628+1,962.5% | Added |
| Sabadell Asset Management, S.A S.G.I.I.C | 679 | $98.1K | 0.02% | −10,400−93.9% | Reduced |
| JJJ Advisors Inc. | 739 | $95.1K | 0.03% | +47+6.8% | Added |
| TD Private Client Wealth LLC | 604 | $91.2K | 0.00% | +604 | New |
| JTC Employer Solutions Trusteee Ltd | 600 | $91.0K | 0.01% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 565 | $85.3K | 0.00% | −35−5.8% | Reduced |
| Knights of Columbus Asset Advisors LLC | 512 | $77.3K | 0.01% | +11+2.2% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 500 | $77.0K | 0.00% | +500 | New |
| Atlas Capital Advisors LLC | 477 | $72.0K | 0.01% | +477 | New |
| Psagot Value Holdings Ltd. / (Israel) | 465 | $71.0K | 0.03% | +465 | New |
| Harbour Investments, Inc. | 468 | $70.6K | 0.00% | −30−6.0% | Reduced |
| First Horizon Advisors, Inc. | 415 | $62.6K | 0.00% | +223+116.1% | Added |
| Umb Bank N A | 400 | $60.4K | 0.00% | −100−20.0% | Reduced |
| Kathleen S. Wright Associates Inc. | 400 | $60.4K | 0.04% | 00.0% | Unchanged |
| Emfo, LLC | 400 | $60.4K | 0.06% | +400 | New |
| Hall Laurie J Trustee | 370 | $56.0K | 0.02% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 350 | $52.8K | 0.01% | −175−33.3% | Reduced |
| Huntington National Bank | 327 | $49.4K | 0.00% | +25+8.3% | Added |
| JDM Financial Group LLC | 325 | $49.0K | 0.05% | 00.0% | Unchanged |
| Optimum Investment Advisors | 320 | $48.3K | 0.03% | −75−19.0% | Reduced |
| Bourgeon Capital Management LLC | 300 | $45.3K | 0.01% | 00.0% | Unchanged |
| Taikang Asset Management (Hong Kong) Co Ltd | 37,135 | $44.0K | 1.01% | +23,996+182.6% | Added |
| Global Retirement Partners, LLC | 347 | $40.5K | 0.00% | +160+85.6% | Added |
| Cedar Wealth Management, LLC | 260 | $39.2K | 0.02% | −50−16.1% | Reduced |
| Allworth Financial LP | 254 | $38.3K | 0.00% | +18+7.6% | Added |
| Moisand Fitzgerald Tamayo, LLC | 240 | $36.2K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 220 | $33.2K | 0.00% | −5−2.2% | Reduced |
| ING Groep NV | 218 | $32.9K | 0.00% | +218 | New |
| Pointe Capital Management LLC | 210 | $31.7K | 0.02% | +210 | New |
| Centiva Capital, LP | 205 | $30.9K | 0.00% | −27,598−99.3% | Reduced |
| Creative Financial Designs Inc | 200 | $30.2K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 200 | $30.2K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 200 | $30.2K | 0.02% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 200 | $30.2K | 0.02% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 200 | $30.2K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 200 | $30.0K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 191 | $28.8K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 185 | $28.0K | 0.00% | +32+20.9% | Added |
| First Manhattan Co | 180 | $27.2K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 172 | $26.0K | 0.01% | 00.0% | Unchanged |
| Close Asset Management Ltd | 150 | $23.0K | 0.00% | +150 | New |
| GWM Advisors LLC | 152 | $22.9K | 0.00% | −514−77.2% | Reduced |
| Central Trust Co | 146 | $22.0K | 0.00% | 00.0% | Unchanged |
| Toronto Dominion Bank | 142 | $21.0K | 0.00% | −21,396−99.3% | Reduced |
| Gradient Investments LLC | 125 | $18.9K | 0.00% | 00.0% | Unchanged |
| First Command Bank | 115 | $17.4K | 0.00% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 115 | $17.4K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 105 | $15.8K | 0.00% | +59+128.3% | Added |
| HighMark Wealth Management LLC | 102 | $15.4K | 0.01% | +1+1.0% | Added |
| Nordwand Advisors, LLC | 100 | $15.1K | 0.00% | +100 | New |
| Winch Advisory Services, LLC | 97 | $15.0K | 0.01% | +75+340.9% | Added |
| IFP Advisors, Inc | 90 | $14.3K | 0.00% | −1,424−94.1% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 92 | $13.9K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 85 | $13.0K | 0.00% | −53−38.4% | Reduced |
| Allspring Global Investments Holdings, LLC | 80 | $12.1K | 0.00% | +8+11.1% | Added |
| Retirement Group, LLC | 80 | $12.0K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 76 | $11.5K | 0.00% | +5+7.0% | Added |
| CVA Family Office, LLC | 75 | $11.3K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 72 | $11.0K | 0.00% | 00.0% | Unchanged |
| First Personal Financial Services | 65 | $9.81K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 61 | $9.00K | 0.00% | −600−90.8% | Reduced |
| Van Eck Associates Corp | 61 | $9.00K | 0.00% | −1−1.6% | Reduced |
| Farther Finance Advisors, LLC | 57 | $8.60K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 56 | $8.00K | 0.00% | 00.0% | Unchanged |
| Foster Dykema Cabot & Co Inc | 56 | $8.00K | 0.00% | +56 | New |
| Syverson Strege & Co | 51 | $7.70K | 0.00% | +51 | New |
| Ten Capital Wealth Advisors, LLC | 51 | $7.70K | 0.00% | +51 | New |
| Farmers & Merchants Investments Inc | 50 | $7.55K | 0.00% | −50−50.0% | Reduced |
| Mechanics Financial Corp | 50 | $7.55K | 0.00% | 00.0% | Unchanged |
| Deane Retirement Strategies, Inc. | 50 | $7.55K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 47 | $7.09K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 47 | $7.09K | 0.00% | 00.0% | Unchanged |
| Liberty One Investment Management, LLC | 47 | $7.09K | 0.00% | +47 | New |
| Bell Investment Advisors, Inc | 45 | $6.79K | 0.00% | +22+95.7% | Added |
| Ameritas Advisory Services, LLC | 54 | $6.76K | 0.00% | +54 | New |
| GPS Wealth Strategies Group, LLC | 40 | $6.04K | 0.00% | +40 | New |
| ZRC Wealth Management, LLC | 40 | $6.04K | 0.01% | +40 | New |
| FinTrust Capital Advisors, LLC | 50 | $5.72K | 0.00% | 00.0% | Unchanged |
| WealthPlan Investment Management, LLC | 37 | $5.58K | 0.00% | +37 | New |
| Cary Street Partner Investment Advisory LLC | 34 | $5.13K | 0.00% | −1−2.9% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 32 | $5.00K | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 35 | $5.00K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 35 | $5.00K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 35 | $5.00K | 0.00% | +29+483.3% | Added |
| BOK Financial Private Wealth, Inc. | 31 | $4.68K | 0.00% | +31 | New |
| Nalls Sherbakoff Group, LLC | 30 | $4.62K | 0.00% | +30 | New |
