| Hemington Wealth Management | 12 | $0 | 0.00% | −38−76.0% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 8 | $0 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 1 | $33 | 0.00% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 2 | $67 | 0.00% | −41,589−100.0% | Reduced |
| Keystone Financial Group, Inc. | 3 | $100 | 0.00% | +3 | New |
| Winnow Wealth LLC | 4 | $131 | 0.00% | +4 | New |
| DiNuzzo Private Wealth, Inc. | 4 | $134 | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 4 | $134 | 0.00% | +4 | New |
| NBC Securities, Inc. | 4 | $149 | 0.01% | −4,537−99.9% | Reduced |
| SOA Wealth Advisors, LLC. | 5 | $167 | 0.00% | −3−37.5% | Reduced |
| Synergy Investment Management, LLC | 5 | $167 | 0.00% | +5 | New |
| WealthTrak Capital Management LLC | 5 | $168 | 0.00% | +5 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 6 | $201 | 0.00% | −446−98.7% | Reduced |
| Chandler Asset Management, Inc. | 6 | $201 | 0.00% | +6 | New |
| Investors Research Corp | 8 | $267 | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 8 | $267 | 0.00% | +8 | New |
| Global Financial Private Client, LLC | 8 | $267 | 0.00% | +8 | New |
| Manchester Capital Management LLC | 8 | $268 | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 8 | $268 | 0.00% | +8 | New |
| Macquarie Group Ltd | 8,230 | $275 | 0.00% | +8,230 | New |
| Zions Bancorporation, N.A. | 10 | $334 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 10 | $334 | 0.00% | 00.0% | Unchanged |
| Modus Advisors, LLC | 11 | $368 | 0.00% | +11 | New |
| Principia Wealth Advisory, LLC | 12 | $401 | 0.00% | +12 | New |
| Logan Capital Management Inc | 13 | $434 | 0.00% | +13 | New |
| Riggs Asset Managment Co. Inc. | 14 | $460 | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 14 | $468 | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 15 | $501 | 0.00% | +15 | New |
| Wolff Wiese Magana LLC | 15 | $502 | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 16 | $535 | 0.00% | −360−95.7% | Reduced |
| Continuum Advisory, LLC | 18 | $602 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 19 | $635 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 21 | $702 | 0.00% | +5+31.3% | Added |
| Bokf, NA | 24 | $754 | 0.00% | +24 | New |
| JFS Wealth Advisors, LLC | 23 | $769 | 0.00% | −530−95.8% | Reduced |
| Grove Bank & Trust | 23 | $769 | 0.00% | −66−74.2% | Reduced |
| Sandy Spring Bank | 23 | $769 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 23 | $769 | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 23 | $769 | 0.00% | +23 | New |
| TFC Financial Management | 28 | $936 | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 29 | $969 | 0.00% | −29−50.0% | Reduced |
| Hantz Financial Services, Inc. | 19 | $1.00K | 0.00% | +3+18.8% | Added |
| Centerpoint Advisors, LLC | 25 | $1.00K | 0.00% | +25 | New |
| Clearstead Advisors, LLC | 30 | $1.00K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 34 | $1.14K | 0.00% | +34 | New |
| Fortitude Family Office, LLC | 38 | $1.27K | 0.00% | +38 | New |
| Prestige Wealth Management Group LLC | 39 | $1.30K | 0.00% | −35−47.3% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 40 | $1.34K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 40 | $1.34K | 0.00% | 00.0% | Unchanged |
| Legend Financial Advisors, Inc. | 43 | $1.44K | 0.00% | +43 | New |
| Cullen/Frost Bankers, Inc. | 46 | $1.54K | 0.00% | +23+100.0% | Added |
| Vision Financial Markets LLC | 46 | $1.54K | 0.00% | +46 | New |
| Skopos Labs, Inc. | 50 | $1.67K | 0.00% | +48+2,400.0% | Added |
| Geneos Wealth Management Inc. | 55 | $1.84K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 55 | $1.84K | 0.00% | −27−32.9% | Reduced |
| Spire Wealth Management | 56 | $1.86K | 0.00% | −9−13.8% | Reduced |
| Dunhill Financial, LLC | 59 | $1.99K | 0.00% | +12+25.5% | Added |
| MV Capital Management, Inc. | 66 | $2.21K | 0.00% | −170−72.0% | Reduced |
| Measured Risk Portfolios, Inc. | 70 | $2.34K | 0.00% | +70 | New |
| SBI Securities Co., Ltd. | 83 | $2.77K | 0.00% | +83 | New |
| Venturi Wealth Management, LLC | 84 | $2.81K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 100 | $3.00K | 0.00% | −9−8.3% | Reduced |
| Rakuten Securities, Inc. | 97 | $3.24K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 107 | $3.58K | 0.00% | −320−74.9% | Reduced |
| First Horizon Advisors, Inc. | 116 | $3.88K | 0.00% | −16−12.1% | Reduced |
| GW&K Investment Management, LLC | 133 | $4.00K | 0.00% | −9−6.3% | Reduced |
| Aventura Private Wealth, LLC | 120 | $4.01K | 0.00% | +120 | New |
| Truvestments Capital LLC | 125 | $4.18K | 0.00% | +125 | New |
| Quent Capital, LLC | 139 | $4.64K | 0.00% | −421−75.2% | Reduced |
| Federation des caisses Desjardins du Quebec | 200 | $6.68K | 0.00% | +100+100.0% | Added |
| Fourth Dimension Wealth, LLC | 238 | $7.95K | 0.00% | +238 | New |
| Bessemer Group Inc | 246 | $8.00K | 0.00% | −4−1.6% | Reduced |
| Godsey & Gibb Associates | 250 | $8.36K | 0.00% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 254 | $8.49K | 0.00% | +254 | New |
| Independence Bank of Kentucky | 258 | $8.62K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 270 | $9.02K | 0.00% | −22−7.5% | Reduced |
| Cromwell Holdings LLC | 285 | $9.53K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 339 | $11.3K | 0.00% | −2−0.6% | Reduced |
| MAI Capital Management | 344 | $11.5K | 0.00% | +344 | New |
| Sunbelt Securities, Inc. | 370 | $12.1K | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 375 | $12.5K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 375 | $12.5K | 0.00% | +114+43.7% | Added |
| Smartleaf Asset Management LLC | 399 | $13.1K | 0.00% | −120−23.1% | Reduced |
| TD Private Client Wealth LLC | 451 | $15.1K | 0.00% | −49−9.8% | Reduced |
| EverSource Wealth Advisors, LLC | 458 | $15.3K | 0.00% | +12+2.7% | Added |
| Comprehensive Financial Planning, Inc. | 500 | $16.7K | 0.01% | +500 | New |
| Bryn Mawr Trust Co | 508 | $17.0K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 538 | $17.0K | 0.00% | +538 | New |
| Advisors Asset Management, Inc. | 524 | $17.5K | 0.00% | +262+100.0% | Added |
| Huntington National Bank | 533 | $17.8K | 0.00% | −326−38.0% | Reduced |
| Rothschild Investment LLC | 545 | $18.2K | 0.00% | −53−8.9% | Reduced |
| Mather Group, LLC. | 629 | $21.0K | 0.00% | −50−7.4% | Reduced |
| Allworth Financial LP | 677 | $22.9K | 0.00% | +55+8.8% | Added |
| Parkside Financial Bank & Trust | 688 | $23.0K | 0.00% | −85−11.0% | Reduced |
| Farther Finance Advisors, LLC | 725 | $24.2K | 0.00% | −448−38.2% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 780 | $26.1K | 0.01% | −40,362−98.1% | Reduced |
| FIL Ltd | 834 | $27.9K | 0.00% | +834 | New |
| Bogart Wealth, LLC | 845 | $28.2K | 0.00% | +800+1,777.8% | Added |
| Lindbrook Capital, LLC | 863 | $28.8K | 0.00% | −400−31.7% | Reduced |
| Parallel Advisors, LLC | 877 | $29.3K | 0.00% | −645−42.4% | Reduced |
