| Sofos Investments, Inc. | 0 | $149 | 0.00% | 0 | New |
| Carolinas Wealth Consulting LLC | 1 | $275 | 0.00% | +1 | New |
| North Star Investment Management Corp. | 1 | $358 | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 1 | $358 | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 1 | $358 | 0.00% | +1 | New |
| True Wealth Design, LLC | 1 | $359 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 2 | $717 | 0.00% | −1−33.3% | Reduced |
| Gradient Investments LLC | 2 | $717 | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 2 | $717 | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 2 | $717 | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 2 | $717 | 0.00% | 00.0% | Unchanged |
| Live Oak Investment Partners | – | $717 | 0.00% | – | – |
| Lazard Asset Management LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 3 | $1.07K | 0.00% | 00.0% | Unchanged |
| Sanctuary Wealth Management, L.L.C. | 3 | $1.07K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 3 | $1.07K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 3 | $1.07K | 0.00% | +3 | New |
| Prestige Wealth Management Group LLC | 3 | $1.08K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 4 | $1.43K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 4 | $1.43K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 4 | $1.43K | 0.00% | +4 | New |
| Iron Horse Wealth Management, LLC | 4 | $1.43K | 0.00% | +4 | New |
| Beacon Capital Management, LLC | 4 | $1.52K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 5 | $1.79K | 0.00% | −11−68.8% | Reduced |
| Raffa Wealth Management, LLC | 5 | $1.79K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 5 | $1.79K | 0.00% | +4+400.0% | Added |
| Smithfield Trust Co | 5 | $2.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 5 | $2.00K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 5 | $2.00K | 0.00% | +5 | New |
| KB Financial Partners, LLC | 5 | $2.00K | 0.00% | +5 | New |
| Caldwell Sutter Capital, Inc. | 6 | $2.15K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 6 | $2.15K | 0.00% | 00.0% | Unchanged |
| Milestone Investment Advisors LLC | 6 | $2.15K | 0.00% | +6 | New |
| Atticus Wealth Management, LLC | 7 | $2.51K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 7 | $2.51K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 7 | $2.58K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 8 | $2.87K | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 9 | $3.23K | 0.00% | +9 | New |
| Cullen/Frost Bankers, Inc. | 9 | $3.23K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 9 | $3.23K | 0.00% | +9 | New |
| Harbor Investment Advisory, LLC | 10 | $3.58K | 0.00% | −361−97.3% | Reduced |
| Oakworth Capital, Inc. | 10 | $3.58K | 0.00% | −19−65.5% | Reduced |
| Tucker Asset Management LLC | 12 | $4.30K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 12 | $4.30K | 0.00% | +9+300.0% | Added |
| Bell Investment Advisors, Inc | 12 | $4.30K | 0.00% | −1−7.7% | Reduced |
| JFS Wealth Advisors, LLC | 12 | $4.30K | 0.00% | +3+33.3% | Added |
| Creative Financial Designs Inc | 13 | $4.66K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 14 | $4.92K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 15 | $5.00K | 0.00% | +15 | New |
| Deseret Mutual Benefit Administrators | 15 | $5.38K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 16 | $5.74K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 16 | $5.74K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 16 | $5.74K | 0.00% | +2+14.3% | Added |
| Kelly Financial Services LLC | 16 | $5.74K | 0.00% | +8+100.0% | Added |
| Covestor Ltd | 16 | $6.00K | 0.00% | −1−5.9% | Reduced |
| Front Row Advisors LLC | 17 | $6.09K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 20 | $7.17K | 0.00% | +16+400.0% | Added |
| MV Capital Management, Inc. | 21 | $7.53K | 0.00% | −6−22.2% | Reduced |
| Glassman Wealth Services | 22 | $7.89K | 0.00% | −16−42.1% | Reduced |
| West Branch Capital LLC | 23 | $8.24K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 27 | $9.68K | 0.00% | −5−15.6% | Reduced |
| NBC Securities, Inc. | 29 | $10.0K | 0.00% | +29 | New |
| EverSource Wealth Advisors, LLC | 28 | $10.0K | 0.00% | −12−30.0% | Reduced |
| Massmutual Trust Co FSB | 29 | $10.4K | 0.00% | −5−14.7% | Reduced |
| Quadrant Capital Group LLC | 30 | $10.8K | 0.00% | −14−31.8% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 30 | $10.8K | 0.00% | +30 | New |
| Hantz Financial Services, Inc. | 30 | $11.0K | 0.00% | −4−11.8% | Reduced |
| Cambridge Trust Co | 34 | $12.2K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 37 | $13.3K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 38 | $13.6K | 0.01% | 00.0% | Unchanged |
| Lee Financial Co | 41 | $14.7K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 43 | $15.0K | 0.00% | +12+38.7% | Added |
| Itau Unibanco Holding S.A. | 47 | $16.8K | 0.00% | −1−2.1% | Reduced |
| Parkside Financial Bank & Trust | 48 | $17.2K | 0.00% | −14−22.6% | Reduced |
| HM Payson & Co | 50 | $17.9K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 60 | $21.5K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 61 | $21.9K | 0.00% | −5−7.6% | Reduced |
| Carmel Capital Partners, LLC | 62 | $22.2K | 0.01% | +62 | New |
| Steward Partners Investment Advisory, LLC | 69 | $24.7K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 69 | $24.7K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 70 | $25.1K | 0.00% | −1−1.4% | Reduced |
| Hexagon Capital Partners LLC | 72 | $25.8K | 0.01% | 00.0% | Unchanged |
| Gladius Capital Management LP | 73 | $26.2K | 0.01% | +18+32.7% | Added |
| Desjardins Global Asset Management Inc. | 75 | $26.9K | 0.00% | −75−50.0% | Reduced |
| Spire Wealth Management | 75 | $26.9K | 0.00% | +7+10.3% | Added |
| Harbour Investments, Inc. | 76 | $27.2K | 0.00% | +14+22.6% | Added |
| Farther Finance Advisors, LLC | 79 | $28.3K | 0.00% | −22−21.8% | Reduced |
| Allworth Financial LP | 81 | $29.0K | 0.00% | +10+14.1% | Added |
| Strengthening Families & Communities, LLC | 91 | $33.0K | 0.01% | +9+11.0% | Added |
| Huntington National Bank | 98 | $35.1K | 0.00% | −50−33.8% | Reduced |
| Pacific Center for Financial Services | 103 | $36.9K | 0.01% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 116 | $41.0K | 0.00% | −24−17.1% | Reduced |
| Clearstead Advisors, LLC | 120 | $43.0K | 0.00% | −67−35.8% | Reduced |
| ING Groep NV | 122 | $43.7K | 0.00% | +122 | New |
| Sentry Investment Management LLC | 123 | $44.0K | 0.02% | −17−12.1% | Reduced |
| Parallel Advisors, LLC | 125 | $44.8K | 0.00% | +13+11.6% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 135 | $48.4K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 150 | $53.0K | 0.00% | −290−65.9% | Reduced |
| Brown Brothers Harriman & Co | 163 | $58.4K | 0.00% | 00.0% | Unchanged |