| Activest Wealth Management | 0 | $6 | 0.00% | 0 | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 0 | $56 | 0.00% | 0 | New |
| West Branch Capital LLC | 1 | $136 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 2 | $443 | 0.00% | −19−90.5% | Reduced |
| Bruce G. Allen Investments, LLC | 2 | $443 | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 2 | $443 | 0.00% | +2 | New |
| Bogart Wealth, LLC | 2 | $443 | 0.00% | +2 | New |
| First Command Advisory Services, Inc. | 2 | $443 | 0.00% | +2 | New |
| Larson Financial Group LLC | 2 | $443 | 0.00% | +2 | New |
| JFS Wealth Advisors, LLC | 2 | $444 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 2 | $444 | 0.00% | +2 | New |
| Principia Wealth Advisory, LLC | 2 | $473 | 0.00% | −2−50.0% | Reduced |
| Cornerstone Planning Group LLC | 3 | $696 | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 4 | $785 | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 4 | $886 | 0.00% | −11−73.3% | Reduced |
| Albion Financial Group | 5 | $1.11K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 5 | $1.11K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 6 | $1.33K | 0.00% | −11−64.7% | Reduced |
| Zions Bancorporation, National Association | 7 | $1.55K | 0.00% | +7 | New |
| Skopos Labs, Inc. | 7 | $1.55K | 0.00% | +7 | New |
| Richardson Financial Services Inc. | 8 | $1.77K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 8 | $1.77K | 0.00% | +8 | New |
| Berkshire Capital Holdings Inc | 10 | $2.22K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 11 | $2.44K | 0.00% | +11 | New |
| Nova Wealth Management, Inc. | 13 | $2.88K | 0.00% | +13 | New |
| Penserra Capital Management LLC | 15 | $3.00K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 14 | $3.10K | 0.00% | 00.0% | Unchanged |
| Spectrum Wealth Counsel, LLC | 15 | $3.32K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 19 | $4.21K | 0.00% | +10+111.1% | Added |
| MAI Capital Management | 19 | $4.23K | 0.00% | +18+1,800.0% | Added |
| TFC Financial Management | 20 | $4.43K | 0.00% | +1+5.3% | Added |
| Chesapeake Asset Management LLC | 20 | $4.43K | 0.00% | +20 | New |
| Stone House Investment Management, LLC | 22 | $4.87K | 0.00% | +22 | New |
| Whipplewood Advisors, LLC | 108 | $5.32K | 0.00% | +84+350.0% | Added |
| ORG Partners LLC | 25 | $5.57K | 0.00% | +25 | New |
| Fairman Group, LLC | 24 | $6.20K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 29 | $6.42K | 0.00% | 00.0% | Unchanged |
| Hurley Capital, LLC | 30 | $6.65K | 0.01% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 30 | $6.65K | 0.00% | +30 | New |
| Hexagon Capital Partners LLC | 36 | $7.98K | 0.00% | −18−33.3% | Reduced |
| Massmutual Trust Co FSB | 38 | $8.42K | 0.00% | −13−25.5% | Reduced |
| Central Trust Co | 39 | $8.64K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 40 | $8.86K | 0.00% | +40 | New |
| Fifth Third Bancorp | 41 | $9.08K | 0.00% | −2−4.7% | Reduced |
| Geneos Wealth Management Inc. | 43 | $9.53K | 0.00% | −109−71.7% | Reduced |
| Umb Bank N A | 50 | $11.1K | 0.00% | −85−63.0% | Reduced |
| MCF Advisors LLC | 50 | $11.1K | 0.00% | +50 | New |
| Northwestern Mutual Wealth Management Co | 54 | $12.0K | 0.00% | −122−69.3% | Reduced |
| Global X Japan Co., Ltd. | 58 | $12.8K | 0.00% | +58 | New |
| Signaturefd, LLC | 65 | $14.4K | 0.00% | −292−81.8% | Reduced |
| Ronald Blue Trust, Inc. | 66 | $14.6K | 0.00% | +52+371.4% | Added |
| Allworth Financial LP | 67 | $15.4K | 0.00% | +5+8.1% | Added |
| PrairieView Partners, LLC | 75 | $16.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 76 | $16.8K | 0.00% | +76 | New |
| Tortoise Investment Management, LLC | 77 | $17.1K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 77 | $17.1K | 0.00% | +34+79.1% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 90 | $19.9K | 0.01% | 00.0% | Unchanged |
| JCIC Asset Management Inc. | 91 | $20.2K | 0.01% | 00.0% | Unchanged |
| Mather Group, LLC. | 95 | $21.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 99 | $21.9K | 0.00% | +71+253.6% | Added |
| Creative Financial Designs Inc | 100 | $22.2K | 0.00% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 100 | $22.2K | 0.00% | +81+426.3% | Added |
| CIBC Private Wealth Group, LLC | 106 | $23.0K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 106 | $23.5K | 0.00% | +106 | New |
| GPS Wealth Strategies Group, LLC | 118 | $26.1K | 0.00% | +110+1,375.0% | Added |
| Boston Private Wealth LLC | 121 | $26.8K | 0.00% | +121 | New |
| Clearstead Advisors, LLC | 125 | $27.7K | 0.00% | +50+66.7% | Added |
| First Horizon Advisors, Inc. | 129 | $28.6K | 0.00% | −2−1.5% | Reduced |
| Parallel Advisors, LLC | 136 | $30.1K | 0.00% | +60+78.9% | Added |
| TD Waterhouse Canada Inc. | 140 | $31.2K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 142 | $31.5K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 142 | $31.5K | 0.00% | +117+468.0% | Added |
| IFP Advisors, Inc | 154 | $34.1K | 0.00% | +37+31.6% | Added |
| Harbor Investment Advisory, LLC | 184 | $40.8K | 0.00% | +56+43.8% | Added |
| Farther Finance Advisors, LLC | 183 | $40.8K | 0.00% | +87+90.6% | Added |
| CWM, LLC | 217 | $48.0K | 0.00% | +81+59.6% | Added |
| Smartleaf Asset Management LLC | 229 | $52.4K | 0.01% | −176−43.5% | Reduced |
| Principal Securities, Inc. | 220 | $56.9K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 266 | $58.9K | 0.00% | −367−58.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 274 | $60.7K | 0.00% | −164−37.4% | Reduced |
| Coldstream Capital Management Inc | 289 | $64.0K | 0.00% | +289 | New |
| Gulf International Bank (UK) Ltd | 370 | $81.0K | 0.00% | +370 | New |
| Rothschild Investment LLC | 387 | $85.7K | 0.01% | −16−4.0% | Reduced |
| Financial Perspectives, Inc | 517 | $114.5K | 0.04% | 00.0% | Unchanged |
| Ci Investments Inc. | 520 | $115.0K | 0.00% | −15−2.8% | Reduced |
| Jones Financial Companies LLLP | 524 | $119.9K | 0.00% | +135+34.7% | Added |
| The PNC Financial Services Group, Inc. | 656 | $145.3K | 0.00% | −141−17.7% | Reduced |
| State of Wyoming | 665 | $147.3K | 0.02% | +129+24.1% | Added |
| Versant Capital Management, Inc | 804 | $178.1K | 0.03% | +795+8,833.3% | Added |
| Quadrant Capital Group LLC | 846 | $187.4K | 0.01% | +768+984.6% | Added |
| ArrowMark Colorado Holdings LLC | 910 | $201.6K | 0.00% | 00.0% | Unchanged |
| Clarius Group, LLC | 931 | $206.3K | 0.01% | +109+13.3% | Added |
| Alta Advisers Ltd | 961 | $212.9K | 0.09% | +961 | New |
| Guggenheim Capital LLC | 976 | $216.2K | 0.00% | +976 | New |
| Advisor Group Holdings, Inc. | 980 | $217.1K | 0.00% | −3,922−80.0% | Reduced |
| Blair William & Co | 987 | $218.7K | 0.00% | +118+13.6% | Added |
| Seelaus Asset Management LLC | 994 | $220.2K | 0.21% | +80+8.8% | Added |
| Polymer Capital Management (HK) LTD | 996 | $220.7K | 0.04% | +996 | New |
| Nicholas Hoffman & Company, LLC. | 1,000 | $221.6K | 0.01% | +1,000 | New |
| Allspring Global Investments Holdings, LLC | 1,012 | $221.6K | 0.00% | −150−12.9% | Reduced |
