| CIBC Private Wealth Group, LLC | 1 | $110 | 0.00% | −27−96.4% | Reduced |
| Tortoise Investment Management, LLC | 1 | $110 | 0.00% | +1 | New |
| Valued Wealth Advisors LLC | 1 | $111 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $111 | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 2 | $221 | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 2 | $235 | 0.00% | +2 | New |
| Principia Wealth Advisory, LLC | 3 | $331 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 3 | $331 | 0.00% | +3 | New |
| WealthTrak Capital Management LLC | 5 | $552 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 5 | $577 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 6 | $661 | 0.00% | +1+20.0% | Added |
| Umb Bank N A | 6 | $661 | 0.00% | +6 | New |
| Cromwell Holdings LLC | 6 | $661 | 0.00% | +6 | New |
| Capital Advisors, Ltd. LLC | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 6 | $1.00K | 0.00% | +3+100.0% | Added |
| WPG Advisers, LLC | 11 | $1.21K | 0.00% | +11 | New |
| Massmutual Trust Co FSB | 12 | $1.32K | 0.00% | −4−25.0% | Reduced |
| Atlantic Trust, LLC | 13 | $1.43K | 0.00% | +13 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 15 | $1.65K | 0.00% | +15 | New |
| Binnacle Investments Inc | 17 | $1.87K | 0.00% | +3+21.4% | Added |
| Parkside Financial Bank & Trust | 18 | $1.98K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 18 | $1.98K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 18 | $1.98K | 0.00% | +18 | New |
| Private Wealth Management Group, LLC | 19 | $2.09K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 33 | $3.64K | 0.00% | 00.0% | Unchanged |
| Briaud Financial Planning, Inc | 49 | $5.00K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 48 | $5.29K | 0.00% | +48 | New |
| MAI Capital Management | 55 | $6.06K | 0.00% | +4+7.8% | Added |
| Northwestern Mutual Wealth Management Co | 57 | $6.28K | 0.00% | +49+612.5% | Added |
| GAMMA Investing LLC | 63 | $6.94K | 0.00% | +63 | New |
| Salomon & Ludwin, LLC | 64 | $7.26K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 80 | $8.82K | 0.00% | +37+86.0% | Added |
| True Wealth Design, LLC | 97 | $10.7K | 0.00% | +8+9.0% | Added |
| Federation des caisses Desjardins du Quebec | 100 | $11.0K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 99 | $11.3K | 0.01% | +99 | New |
| Cetera Trust Company, N.A | 104 | $11.5K | 0.01% | 00.0% | Unchanged |
| GWM Advisors LLC | 105 | $11.6K | 0.00% | +1+1.0% | Added |
| Central Trust Co | 106 | $11.7K | 0.00% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 173 | $19.1K | 0.00% | +173 | New |
| Jones Financial Companies LLLP | 175 | $19.3K | 0.00% | +175 | New |
| Creative Financial Designs Inc | 180 | $19.8K | 0.00% | −32−15.1% | Reduced |
| Cherry Tree Wealth Management, LLC | 190 | $20.9K | 0.00% | −25−11.6% | Reduced |
| DT Investment Partners, LLC | 191 | $21.1K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 199 | $21.9K | 0.00% | +18+9.9% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 211 | $23.3K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 214 | $23.6K | 0.00% | +153+250.8% | Added |
| Private Trust Co NA | 221 | $24.4K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 225 | $25.0K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 248 | $27.3K | 0.01% | −665−72.8% | Reduced |
| Caitong International Asset Management Co., Ltd | 253 | $27.9K | 0.02% | −99−28.1% | Reduced |
| Smartleaf Asset Management LLC | 322 | $35.6K | 0.00% | −252−43.9% | Reduced |
| Geneos Wealth Management Inc. | 339 | $37.4K | 0.00% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 357 | $39.3K | 0.01% | +357 | New |
| Allworth Financial LP | 384 | $42.3K | 0.00% | +367+2,158.8% | Added |
| Covestor Ltd | 397 | $44.0K | 0.03% | +262+194.1% | Added |
| Farther Finance Advisors, LLC | 418 | $46.1K | 0.00% | +221+112.2% | Added |
| Emerald Advisers, LLC | 425 | $46.8K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 483 | $53.2K | 0.00% | +471+3,925.0% | Added |
| Erste Asset Management GmbH | 500 | $55.3K | 0.00% | +500 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 508 | $56.0K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 547 | $60.3K | 0.01% | +29+5.6% | Added |
| Bruce G. Allen Investments, LLC | 561 | $61.8K | 0.05% | −7−1.2% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 642 | $71.0K | 0.00% | +642 | New |
| Harvest Fund Management Co., Ltd | 644 | $71.0K | 0.00% | +644 | New |
| Hemington Wealth Management | 654 | $72.0K | 0.01% | −97−12.9% | Reduced |
| Nomura Asset Management Co Ltd | 710 | $78.2K | 0.00% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 711 | $78.4K | 0.02% | +711 | New |
| Bryn Mawr Trust Co | 806 | $88.8K | 0.00% | −1,969−71.0% | Reduced |
| Clearstead Advisors, LLC | 892 | $98.3K | 0.00% | +753+541.7% | Added |
| Versant Capital Management, Inc | 1,246 | $137.3K | 0.02% | +425+51.8% | Added |
| Hilltop National Bank | 1,297 | $142.9K | 0.04% | +1,297 | New |
| MetLife Investment Management | 1,402 | $154.5K | 0.00% | −152−9.8% | Reduced |
| The PNC Financial Services Group, Inc. | 1,465 | $161.5K | 0.00% | −284−16.2% | Reduced |
| Advisor Group Holdings, Inc. | 1,515 | $164.4K | 0.00% | +589+63.6% | Added |
| Globeflex Capital L P | 1,506 | $166.0K | 0.01% | 00.0% | Unchanged |
| KBC Group NV | 1,602 | $177.0K | 0.00% | −1,704−51.5% | Reduced |
| Keebeck Alpha, LP | 1,829 | $201.6K | 0.33% | +1,829 | New |
| Atomi Financial Group, Inc. | 1,847 | $203.6K | 0.01% | +1,847 | New |
| Proficio Capital Partners LLC | 1,855 | $204.4K | 0.01% | +1,855 | New |
| Penserra Capital Management LLC | 1,890 | $208.0K | 0.00% | +1,890 | New |
| Prelude Capital Management, LLC | 1,960 | $216.0K | 0.02% | +1,960 | New |
| Chicago Partners Investment Group LLC | 1,883 | $217.7K | 0.01% | +1,883 | New |
| Arcus Capital Partners, LLC | 2,000 | $220.4K | 0.10% | +2,000 | New |
| HB Wealth Management, LLC | 2,034 | $224.2K | 0.00% | +2,034 | New |
| Twinbeech Capital LP | 2,045 | $225.4K | 0.01% | −31,843−94.0% | Reduced |
| Yousif Capital Management, LLC | 2,067 | $227.8K | 0.00% | −110−5.1% | Reduced |
| Kathmere Capital Management, LLC | 2,078 | $229.0K | 0.02% | +2,078 | New |
| Paragon Capital Management Ltd | 2,189 | $241.3K | 0.04% | +2,189 | New |
| Meridian Investment Counsel Inc. | 2,250 | $248.0K | 0.07% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 2,285 | $251.8K | 0.00% | 00.0% | Unchanged |
| Sivia Capital Partners, LLC | 2,287 | $252.1K | 0.09% | +2,287 | New |
| Syon Capital LLC | 2,327 | $256.5K | 0.02% | +2,327 | New |
| Jefferies Financial Group Inc. | 2,400 | $264.5K | 0.00% | −48,345−95.3% | Reduced |
| Red Wave Investments LLC | 2,402 | $264.7K | 0.09% | 00.0% | Unchanged |
| Colony Group, LLC | 2,448 | $269.9K | 0.00% | +207+9.2% | Added |
| Quent Capital, LLC | 2,452 | $270.3K | 0.03% | −83−3.3% | Reduced |
| Infrastructure Capital Advisors, LLC | 2,595 | $286.0K | 0.03% | +2,595 | New |
| U.S. Capital Wealth Advisors, LLC | 2,599 | $286.4K | 0.01% | −100−3.7% | Reduced |
| Sherbrooke Park Advisers LLC | 2,629 | $289.7K | 0.13% | +2,629 | New |
| Forum Financial Management, LP | 2,671 | $294.4K | 0.00% | +157+6.2% | Added |