| AdvisorNet Financial, Inc | 1 | $201 | 0.00% | −421−99.8% | Reduced |
| Tfo-TDC, LLC | 1 | $201 | 0.00% | 00.0% | Unchanged |
| Walleye Capital LLC | 1 | $201 | 0.00% | +1 | New |
| Gilliland Jeter Wealth Management LLC | 2 | $403 | 0.00% | +2 | New |
| Bruce G. Allen Investments, LLC | 3 | $604 | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 5 | $873 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 5 | $1.01K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 7 | $1.41K | 0.00% | +7 | New |
| Bell Investment Advisors, Inc | 7 | $1.41K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 8 | $1.61K | 0.00% | +8 | New |
| Wetzel Investment Advisors, Inc. | 9 | $1.72K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 9 | $1.74K | 0.00% | +9 | New |
| Allworth Financial LP | 9 | $1.81K | 0.00% | −1−10.0% | Reduced |
| Valley National Advisers Inc | 11 | $2.00K | 0.00% | +1+10.0% | Added |
| Private Wealth Management Group, LLC | 10 | $2.01K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 11 | $2.18K | 0.00% | +11 | New |
| Eagle Bay Advisors LLC | 11 | $2.21K | 0.00% | +11 | New |
| DiNuzzo Private Wealth, Inc. | 12 | $2.42K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 12 | $2.42K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 13 | $2.62K | 0.00% | +13 | New |
| Mather Group, LLC. | 16 | $2.79K | 0.00% | +16 | New |
| Rakuten Securities, Inc. | 15 | $3.02K | 0.00% | +15 | New |
| Meeder Asset Management Inc | 19 | $3.83K | 0.00% | +19 | New |
| Abound Wealth Management | 19 | $3.83K | 0.00% | +19 | New |
| Farmers & Merchants Investments Inc | 20 | $4.03K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 22 | $4.43K | 0.00% | +1+4.8% | Added |
| Prestige Wealth Management Group LLC | 24 | $4.83K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 26 | $5.23K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 27 | $5.43K | 0.00% | −47−63.5% | Reduced |
| Bartlett & Co. Wealth Management LLC | 35 | $7.05K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 37 | $7.45K | 0.00% | +8+27.6% | Added |
| Harbour Investments, Inc. | 39 | $7.85K | 0.00% | +9+30.0% | Added |
| Washington Trust Advisors, Inc. | 40 | $8.07K | 0.00% | +9+29.0% | Added |
| Jones Financial Companies LLLP | 44 | $8.86K | 0.00% | +6+15.8% | Added |
| JFS Wealth Advisors, LLC | 46 | $9.26K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 48 | $9.66K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 51 | $10.0K | 0.00% | −27−34.6% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 51 | $10.3K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 60 | $12.1K | 0.00% | −115−65.7% | Reduced |
| Institutional & Family Asset Management, LLC | 62 | $12.5K | 0.00% | +2+3.3% | Added |
| Covestor Ltd | 78 | $16.0K | 0.01% | −281−78.3% | Reduced |
| Parallel Advisors, LLC | 90 | $18.1K | 0.00% | +1+1.1% | Added |
| Whittier Trust Co of Nevada Inc | 92 | $18.5K | 0.00% | +2+2.2% | Added |
| Central Trust Co | 99 | $19.9K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 100 | $20.1K | 0.00% | 00.0% | Unchanged |
| First United Bank Trust | 110 | $22.1K | 0.01% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 115 | $23.2K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 129 | $26.0K | 0.00% | −6−4.4% | Reduced |
| Millburn Ridgefield Corp | 135 | $27.2K | 0.00% | −8−5.6% | Reduced |
| Catalyst Capital Advisors LLC | 135 | $27.2K | 0.00% | −8−5.6% | Reduced |
| Rise Advisors, LLC | 135 | $27.2K | 0.01% | +135 | New |
| Smartleaf Asset Management LLC | 137 | $27.5K | 0.01% | +46+50.5% | Added |
| SJS Investment Consulting Inc. | 137 | $27.6K | 0.01% | +120+705.9% | Added |
| Creekmur Asset Management LLC | 145 | $29.2K | 0.01% | −144−49.8% | Reduced |
| Contravisory Investment Management, Inc. | 146 | $29.4K | 0.01% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 146 | $29.4K | 0.00% | +146 | New |
| Ronald Blue Trust, Inc. | 147 | $29.6K | 0.00% | −71−32.6% | Reduced |
| Federation des caisses Desjardins du Quebec | 158 | $31.8K | 0.00% | +100+172.4% | Added |
| GAMMA Investing LLC | 173 | $34.8K | 0.01% | +56+47.9% | Added |
| Global Retirement Partners, LLC | 177 | $35.6K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 177 | $35.6K | 0.00% | −9−4.8% | Reduced |
| LGT Financial Advisors LLC | 189 | $38.0K | 0.04% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 200 | $40.3K | 0.02% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 204 | $41.1K | 0.00% | +4+2.0% | Added |
| Cohen & Steers, Inc. | 216 | $43.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 240 | $48.3K | 0.00% | −30−11.1% | Reduced |
| Banque Cantonale Vaudoise | 255 | $51.0K | 0.00% | −29−10.2% | Reduced |
| Farther Finance Advisors, LLC | 266 | $52.4K | 0.00% | +210+375.0% | Added |
| Quarry LP | 297 | $59.8K | 0.02% | +243+450.0% | Added |
| Lindbrook Capital, LLC | 303 | $61.0K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 303 | $61.0K | 0.00% | +55+22.2% | Added |
| Indiana Trust & Investment Management CO | 330 | $66.4K | 0.03% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 404 | $79.6K | 0.00% | +404 | New |
| Cullen/Frost Bankers, Inc. | 400 | $80.5K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 408 | $82.1K | 0.01% | +46+12.7% | Added |
| Signaturefd, LLC | 413 | $83.1K | 0.00% | −4−1.0% | Reduced |
| University of Texas/Texas Am Investment Managment Co | 446 | $83.8K | 0.01% | +223+100.0% | Added |
| Armstrong Advisory Group, Inc | 482 | $84.1K | 0.01% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 465 | $90.2K | 0.04% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 454 | $91.4K | 0.03% | 00.0% | Unchanged |
| Fifth Third Bancorp | 478 | $96.2K | 0.00% | −9−1.8% | Reduced |
| Fernwood Investment Management, LLC | 479 | $96.4K | 0.03% | +479 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 497 | $100.1K | 0.00% | +94+23.3% | Added |
| Essex Investment Management Co LLC | 532 | $107.1K | 0.02% | −214−28.7% | Reduced |
| Colonial Trust Co | 645 | $129.8K | 0.02% | +45+7.5% | Added |
| Quent Capital, LLC | 678 | $136.5K | 0.02% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 697 | $140.0K | 0.00% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 710 | $142.9K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 752 | $151.4K | 0.00% | −319−29.8% | Reduced |
| Headlands Technologies LLC | 762 | $153.4K | 0.04% | +762 | New |
| Lazard Asset Management LLC | 772 | $155.0K | 0.00% | +772 | New |
| Whittier Trust Co | 800 | $161.0K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 811 | $163.3K | 0.04% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 925 | $186.2K | 0.06% | +24+2.7% | Added |
| Northwestern Mutual Wealth Management Co | 963 | $193.9K | 0.00% | +808+521.3% | Added |
| Central Pacific Bank - Trust Division | 990 | $195.1K | 0.02% | +990 | New |
| Private Advisor Group, LLC | 998 | $200.9K | 0.00% | +998 | New |
| NTV Asset Management LLC | 1,000 | $201.3K | 0.03% | +1,000 | New |
