| First Horizon Corp | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| FormulaFolio Investments, LLC | 1 | $1.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 2 | $1.00K | 0.00% | +1+100.0% | Added |
| Patriot Financial Group Insurance Agency, LLC | 1 | $1.00K | 0.00% | −1−50.0% | Reduced |
| Concord Wealth Partners | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 1 | $1.00K | 0.00% | +1 | New |
| Hantz Financial Services, Inc. | 3 | $2.00K | 0.00% | −123−97.6% | Reduced |
| Clearstead Advisors, LLC | 3 | $2.00K | 0.00% | +3 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 3 | $2.00K | 0.00% | +3 | New |
| MV Capital Management, Inc. | 3 | $2.00K | 0.00% | +3 | New |
| Arkadios Wealth Advisors | 4 | $2.00K | 0.00% | +4 | New |
| Ten Capital Wealth Advisors, LLC | 3 | $2.00K | 0.00% | +3 | New |
| Liberty Wealth Management LLC | 4 | $3.00K | 0.00% | −70−94.6% | Reduced |
| CVA Family Office, LLC | 5 | $3.00K | 0.00% | −15−75.0% | Reduced |
| Zions Bancorporation, N.A. | 5 | $3.00K | 0.00% | −1−16.7% | Reduced |
| BDO Wealth Advisors, LLC | 5 | $3.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 5 | $3.00K | 0.00% | +5 | New |
| Raffa Wealth Management, LLC | 5 | $3.22K | 0.00% | 00.0% | Unchanged |
| Reilly Financial Advisors, LLC | 6 | $4.00K | 0.00% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 7 | $4.00K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 6 | $4.00K | 0.00% | 00.0% | Unchanged |
| Crescent Capital Consulting, LLC | 6 | $4.00K | 0.00% | +6 | New |
| Savior LLC | 8 | $5.00K | 0.00% | −17−68.0% | Reduced |
| Spire Wealth Management | 8 | $5.00K | 0.00% | −6−42.9% | Reduced |
| Trustcore Financial Services, LLC | 8 | $5.00K | 0.00% | +8 | New |
| Aspire Private Capital, LLC | 10 | $6.00K | 0.00% | −22−68.8% | Reduced |
| Oakworth Capital, Inc. | 10 | $6.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 9 | $6.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 10 | $6.00K | 0.00% | +10 | New |
| Resolute Partners Group | 9 | $6.00K | 0.00% | +9 | New |
| Sonora Investment Management, LLC | 11 | $7.00K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 13 | $8.00K | 0.01% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 13 | $8.00K | 0.01% | 00.0% | Unchanged |
| Better Money Decisions, LLC | 12 | $8.00K | 0.01% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 12 | $8.00K | 0.00% | +2+20.0% | Added |
| SOA Wealth Advisors, LLC. | 13 | $8.00K | 0.00% | +2+18.2% | Added |
| Global Financial Private Client, LLC | 14 | $9.21K | 0.01% | 00.0% | Unchanged |
| Solstein Capital, LLC | 16 | $10.0K | 0.01% | 00.0% | Unchanged |
| CX Institutional | 15 | $10.0K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 14 | $11.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 18 | $12.0K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 20 | $13.0K | 0.00% | +20 | New |
| Princeton Global Asset Management LLC | 20 | $13.0K | 0.00% | +20 | New |
| Lenox Wealth Advisors, LLC | 21 | $14.0K | 0.00% | +21 | New |
| Plante Moran Financial Advisors, LLC | 23 | $15.0K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 24 | $15.0K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 23 | $15.0K | 0.01% | +23 | New |
| Ossiam | 21 | $16.0K | 0.00% | +21 | New |
| Schroder Investment Management Group | 26 | $17.0K | 0.00% | −10−27.8% | Reduced |
| Prestige Wealth Management Group LLC | 26 | $17.0K | 0.00% | +9+52.9% | Added |
| GPS Wealth Strategies Group, LLC | 26 | $17.0K | 0.00% | +26 | New |
| Itau Unibanco Holding S.A. | 28 | $18.0K | 0.00% | +28 | New |
| Eagle Bay Advisors LLC | 30 | $20.0K | 0.02% | +30 | New |
| Heritage Wealth Management, LLC | 33 | $21.0K | 0.01% | 00.0% | Unchanged |
| Sierra Capital LLC | 36 | $23.0K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 38 | $24.0K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 39 | $25.0K | 0.01% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 42 | $27.0K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 47 | $31.0K | 0.00% | +10+27.0% | Added |
| Gemmer Asset Management LLC | 50 | $32.0K | 0.00% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 49 | $32.0K | 0.00% | −1−2.0% | Reduced |
| Rosenberg Matthew Hamilton | 60 | $39.0K | 0.02% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 68 | $43.0K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 70 | $45.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 70 | $45.0K | 0.00% | 00.0% | Unchanged |
| Tobam | 72 | $46.0K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 72 | $46.0K | 0.01% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 71 | $46.0K | 0.02% | +6+9.2% | Added |
| Vestor Capital, LLC | 75 | $48.0K | 0.01% | 00.0% | Unchanged |
| Sageworth Trust Co | 80 | $52.0K | 0.00% | +80 | New |
| Enterprise Financial Services Corp | 84 | $54.0K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 86 | $55.0K | 0.01% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 85 | $55.0K | 0.00% | +1+1.2% | Added |
| Fieldpoint Private Securities, LLC | 75 | $57.0K | 0.01% | 00.0% | Unchanged |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 90 | $58.0K | 0.43% | +90 | New |
| First Mercantile Trust Co | 95 | $61.0K | 0.01% | −5−5.0% | Reduced |
| Washington Trust Co | 110 | $71.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 112 | $72.0K | 0.00% | −29−20.6% | Reduced |
| Global Retirement Partners, LLC | 116 | $75.0K | 0.01% | +7+6.4% | Added |
| Harbour Investments, Inc. | 117 | $75.0K | 0.00% | +38+48.1% | Added |
| Brown Brothers Harriman & Co | 118 | $76.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 134 | $86.0K | 0.01% | −2−1.5% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 135 | $87.0K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 139 | $90.0K | 0.04% | +14+11.2% | Added |
| Private Capital Group, LLC | 149 | $96.0K | 0.02% | +8+5.7% | Added |
| CWM, LLC | 150 | $97.0K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 150 | $97.0K | 0.01% | +150 | New |
| Simplex Trading, LLC | 154 | $99.0K | 0.00% | +154 | New |
| AlphaCentric Advisors LLC | 171 | $110.0K | 0.03% | +14+8.9% | Added |
| Sentry Investment Management LLC | 173 | $111.0K | 0.03% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 177 | $114.0K | 0.00% | +10+6.0% | Added |
| Quantbot Technologies LP | 198 | $127.0K | 0.01% | −427−68.3% | Reduced |
| PNC Managed Account Solutions, Inc. | 199 | $128.0K | 0.03% | +199 | New |
| Addison Advisors LLC | 200 | $129.0K | 0.10% | +200 | New |
| Parisi Gray Wealth Management | 203 | $131.0K | 0.05% | +203 | New |
| First Horizon Advisors, Inc. | 205 | $132.0K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co | 212 | $137.0K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 225 | $145.0K | 0.01% | −35−13.5% | Reduced |
| Harbor Investment Advisory, LLC | 244 | $157.0K | 0.02% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 247 | $159.0K | 0.06% | +247 | New |