| Union Bancaire Privee, UBP SA | 700 | $115 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 2 | $234 | 0.00% | +2 | New |
| Horizon Investments, LLC | 3 | $351 | 0.00% | −17−85.0% | Reduced |
| Tortoise Investment Management, LLC | 4 | $469 | 0.00% | −6−60.0% | Reduced |
| Bogart Wealth, LLC | 4 | $469 | 0.00% | +4 | New |
| Bay Harbor Wealth Management, LLC | 5 | $585 | 0.00% | +1+25.0% | Added |
| HFM Investment Advisors, LLC | 5 | $586 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 5 | $586 | 0.00% | +3+150.0% | Added |
| Rialto Wealth Management, LLC | 6 | $703 | 0.00% | +6 | New |
| Advisors Asset Management, Inc. | 28 | $999 | 0.00% | −2−6.7% | Reduced |
| CVA Family Office, LLC | 10 | $1.17K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 10 | $1.17K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 10 | $1.17K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 10 | $1.17K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 10 | $1.17K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 10 | $1.17K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 10 | $1.18K | 0.00% | +10 | New |
| Vermillion Wealth Management, Inc. | 13 | $1.52K | 0.00% | +13 | New |
| Rockefeller Capital Management L.P. | 22 | $2.58K | 0.00% | +22 | New |
| First Financial Corp | 30 | $3.52K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 30 | $3.52K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 30 | $3.52K | 0.00% | 00.0% | Unchanged |
| Guerra Advisors Inc | 31 | $3.65K | 0.00% | +31 | New |
| Johnson Financial Group, Inc. | 33 | $3.87K | 0.00% | −33−50.0% | Reduced |
| T. Rowe Price Investment Management, Inc. | 32 | $4.00K | 0.00% | +32 | New |
| Kilter Group LLC | 40 | $4.69K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 50 | $5.86K | 0.00% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 50 | $5.86K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 50 | $5.86K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 60 | $7.00K | 0.00% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 60 | $7.03K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 60 | $7.03K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 64 | $7.50K | 0.00% | +64 | New |
| JFS Wealth Advisors, LLC | 69 | $8.09K | 0.00% | −3−4.2% | Reduced |
| TD Private Client Wealth LLC | 70 | $8.20K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 70 | $8.20K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 82 | $9.00K | 0.00% | +21+34.4% | Added |
| Fortitude Family Office, LLC | 89 | $10.4K | 0.00% | −2−2.2% | Reduced |
| Mma Asset Management LLC | 94 | $11.0K | 0.00% | +94 | New |
| Optiver Holding B.V. | 100 | $11.7K | 0.00% | −37−27.0% | Reduced |
| Mendota Financial Group, LLC | 110 | $12.9K | 0.01% | 00.0% | Unchanged |
| MCF Advisors LLC | 120 | $14.1K | 0.00% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 120 | $14.1K | 0.00% | +120 | New |
| Rise Advisors, LLC | 132 | $15.4K | 0.01% | +1+0.8% | Added |
| Private Trust Co NA | 134 | $15.7K | 0.00% | +134 | New |
| Salem Investment Counselors Inc | 150 | $17.6K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 150 | $17.6K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 150 | $17.6K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 160 | $18.7K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 176 | $20.6K | 0.00% | +176 | New |
| Financial Perspectives, Inc | 182 | $21.4K | 0.01% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 185 | $21.7K | 0.01% | −77−29.4% | Reduced |
| Versant Capital Management, Inc | 190 | $22.3K | 0.00% | −60−24.0% | Reduced |
| Harvest Fund Management Co., Ltd | 200 | $23.0K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 200 | $23.4K | 0.01% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 206 | $24.1K | 0.00% | +1+0.5% | Added |
| St Germain D J Co Inc | 210 | $24.6K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 213 | $25.0K | 0.01% | +213 | New |
| Advisory Services Network, LLC | 215 | $25.2K | 0.00% | +215 | New |
| Quest Partners LLC | 217 | $25.4K | 0.00% | −1,691−88.6% | Reduced |
| Smartleaf Asset Management LLC | 220 | $25.6K | 0.00% | +140+175.0% | Added |
| Root Financial Partners, LLC | 222 | $26.0K | 0.00% | +222 | New |
| Nomura Asset Management Co Ltd | 230 | $26.9K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 230 | $26.9K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 250 | $29.3K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 251 | $29.4K | 0.00% | −296−54.1% | Reduced |
| True Wealth Design, LLC | 253 | $29.6K | 0.01% | +252+25,200.0% | Added |
| Salomon & Ludwin, LLC | 250 | $30.2K | 0.00% | −1,007−80.1% | Reduced |
| State of Wyoming | 264 | $30.9K | 0.00% | −3,651−93.3% | Reduced |
| Bessemer Group Inc | 261 | $31.0K | 0.00% | +140+115.7% | Added |
| Northwestern Mutual Wealth Management Co | 272 | $31.8K | 0.00% | +2+0.7% | Added |
| Old Point Trust & Financial Services N A | 280 | $32.8K | 0.01% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 297 | $34.8K | 0.01% | +297 | New |
| Indiana Trust & Investment Management CO | 300 | $35.1K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 300 | $35.1K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 333 | $39.0K | 0.00% | +333 | New |
| Eukles Asset Management | 340 | $39.8K | 0.02% | 00.0% | Unchanged |
| Essential Partners LLC | 369 | $43.2K | 0.01% | +352+2,070.6% | Added |
| Danske Bank A/S | 410 | $48.0K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 401 | $49.4K | 0.00% | −1−0.2% | Reduced |
| Manchester Capital Management LLC | 430 | $50.4K | 0.01% | +430 | New |
| Nemes Rush Group LLC | 459 | $53.7K | 0.01% | +1+0.2% | Added |
| Hantz Financial Services, Inc. | 457 | $54.0K | 0.00% | +423+1,244.1% | Added |
| DekaBank Deutsche Girozentrale | 488 | $56.0K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 481 | $56.4K | 0.00% | +481 | New |
| HM Payson & Co | 500 | $58.6K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 518 | $60.7K | 0.00% | +190+57.9% | Added |
| Fifth Third Bancorp | 528 | $61.9K | 0.00% | +73+16.0% | Added |
| Quent Capital, LLC | 535 | $62.7K | 0.01% | +535 | New |
| Strategic Investment Solutions, Inc. | 540 | $63.3K | 0.02% | 00.0% | Unchanged |
| TFC Financial Management | 544 | $63.7K | 0.01% | +544 | New |
| Leonteq Securities AG | 578 | $67.7K | 0.00% | −12−2.0% | Reduced |
| Wealthspire Advisors, LLC | 633 | $74.2K | 0.00% | +633 | New |
| Parkside Financial Bank & Trust | 640 | $75.0K | 0.01% | +284+79.8% | Added |
| Investors Research Corp | 650 | $76.2K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 682 | $79.9K | 0.00% | +29+4.4% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 740 | $86.7K | 0.15% | 00.0% | Unchanged |
| Signaturefd, LLC | 800 | $93.7K | 0.00% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 830 | $97.3K | 0.03% | +830 | New |
| Huntington National Bank | 840 | $98.4K | 0.00% | 00.0% | Unchanged |