| Capstone Investment Advisors, LLC | 1 | $0 | 0.00% | −37,046−100.0% | Reduced |
| Cassady Schiller Wealth Management, LLC | 3 | $0 | 0.00% | +3 | New |
| Atlas Capital Advisors LLC | 6 | $659 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 7 | $769 | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 7 | $769 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Goodwin Investment Advisory | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 5 | $1.00K | 0.00% | +5 | New |
| Cedar Wealth Management, LLC | 8 | $1.00K | 0.00% | +8 | New |
| Sierra Capital LLC | 5 | $1.00K | 0.00% | +5 | New |
| Schubert & Co | 13 | $1.00K | 0.00% | +13 | New |
| National Pension Service | 20 | $2.00K | 0.00% | −214,529−100.0% | Reduced |
| Tompkins Financial Corp | 17 | $2.00K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 17 | $2.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 21 | $2.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 21 | $2.00K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 19 | $2.00K | 0.00% | 00.0% | Unchanged |
| Signet Financial Management, LLC | 20 | $2.00K | 0.00% | +20 | New |
| KB Financial Partners, LLC | 16 | $2.00K | 0.00% | +16 | New |
| Sutton Wealth Advisors Inc. | 22 | $2.42K | 0.00% | +2+10.0% | Added |
| Stonebridge Capital Advisors LLC | 30 | $3.00K | 0.00% | 00.0% | Unchanged |
| Cribstone Capital Management, LLC | 30 | $3.00K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 25 | $3.00K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 31 | $3.00K | 0.00% | +31 | New |
| CVA Family Office, LLC | 25 | $3.00K | 0.00% | +25 | New |
| Edmond de Rothschild Holding S.A. | 38 | $4.00K | 0.00% | −4,293−99.1% | Reduced |
| Smithfield Trust Co | 43 | $4.00K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 34 | $4.00K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 39 | $4.00K | 0.00% | +39 | New |
| Stephens Consulting, LLC | 41 | $4.50K | 0.00% | +41 | New |
| Column Capital Advisors, LLC | 43 | $5.00K | 0.00% | −7−14.0% | Reduced |
| McIlrath & Eck, LLC | 50 | $5.00K | 0.00% | 00.0% | Unchanged |
| Howe & Rusling Inc | 43 | $5.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 49 | $5.38K | 0.00% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 51 | $6.00K | 0.00% | 00.0% | Unchanged |
| O'Dell Group, LLC | 55 | $6.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 52 | $6.00K | 0.00% | +8+18.2% | Added |
| Mascoma Wealth Management LLC | 52 | $6.00K | 0.00% | +52 | New |
| Bell Investment Advisors, Inc | 60 | $7.00K | 0.00% | −7−10.4% | Reduced |
| HighMark Wealth Management LLC | 64 | $7.00K | 0.00% | +17+36.2% | Added |
| MV Capital Management, Inc. | 64 | $7.00K | 0.00% | +27+73.0% | Added |
| EverSource Wealth Advisors, LLC | 59 | $7.00K | 0.00% | +59 | New |
| Delta Asset Management LLC | 75 | $8.00K | 0.00% | −25−25.0% | Reduced |
| Ahrens Investment Partners LLC | 75 | $8.00K | 0.00% | +75 | New |
| Focused Wealth Management, Inc | 80 | $9.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 83 | $9.00K | 0.00% | +83 | New |
| First Manhattan Co | 100 | $10.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 100 | $10.0K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 89 | $10.0K | 0.00% | +46+107.0% | Added |
| Lowe Wealth Advisors, LLC | 100 | $11.0K | 0.00% | −935−90.3% | Reduced |
| Earnest Partners LLC | 103 | $11.0K | 0.00% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 97 | $11.0K | 0.01% | +97 | New |
| Glassman Wealth Services | 111 | $12.0K | 0.00% | +30+37.0% | Added |
| Harbour Investments, Inc. | 114 | $13.0K | 0.00% | −1,089−90.5% | Reduced |
| TD Ameritrade Investment Management, LLC | 118 | $13.0K | 0.00% | +56+90.3% | Added |
| Ancora Advisors, LLC | 118 | $13.0K | 0.00% | +118 | New |
| Penserra Capital Management LLC | 120 | $13.0K | 0.00% | +120 | New |
| Northwest Investment Counselors, LLC | 126 | $14.0K | 0.00% | +126 | New |
| Steward Partners Investment Advisory, LLC | 135 | $15.0K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 144 | $16.0K | 0.00% | −1,000−87.4% | Reduced |
| First National Bank of South Miami | 150 | $16.0K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 160 | $17.0K | 0.00% | −173−52.0% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 151 | $17.0K | 0.00% | +151 | New |
| Leonteq Securities AG | 161 | $17.7K | 0.00% | −2,430−93.8% | Reduced |
| Versant Capital Management, Inc | 161 | $18.0K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 176 | $19.0K | 0.00% | +25+16.6% | Added |
| Cornerstone Advisory, LLC | 170 | $19.0K | 0.00% | +170 | New |
| Whittier Trust Co of Nevada Inc | 180 | $20.0K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 195 | $21.0K | 0.00% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 200 | $22.0K | 0.01% | 00.0% | Unchanged |
| Logan Capital Management Inc | 201 | $22.0K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 200 | $22.0K | 0.01% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 200 | $22.0K | 0.00% | +1+0.5% | Added |
| Rinkey Investments | 230 | $25.0K | 0.02% | +230 | New |
| First PREMIER Bank | 240 | $26.0K | 0.01% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 237 | $26.0K | 0.04% | +237 | New |
| Tradewinds Capital Management, LLC | 250 | $27.0K | 0.00% | −85−25.4% | Reduced |
| Trustcore Financial Services, LLC | 253 | $28.0K | 0.00% | +25+11.0% | Added |
| Johnson Financial Group, Inc. | 260 | $29.0K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 268 | $29.0K | 0.01% | +10+3.9% | Added |
| Private Capital Group, LLC | 266 | $29.0K | 0.01% | +10+3.9% | Added |
| Simon Quick Advisors, LLC | 275 | $30.0K | 0.01% | −9−3.2% | Reduced |
| DB Wealth Management Group, LLC | 270 | $30.0K | 0.02% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 277 | $31.0K | 0.02% | −233−45.7% | Reduced |
| Gemmer Asset Management LLC | 278 | $31.0K | 0.00% | +135+94.4% | Added |
| Antonetti Capital Management LLC | 303 | $33.0K | 0.03% | +1+0.3% | Added |
| Allworth Financial LP | 306 | $34.0K | 0.00% | +300+5,000.0% | Added |
| Koshinski Asset Management, Inc. | 325 | $35.7K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 370 | $40.7K | 0.00% | −90−19.6% | Reduced |
| Tobam | 376 | $41.0K | 0.00% | +376 | New |
| Harvest Fund Management Co., Ltd | 396 | $43.0K | 0.01% | +384+3,200.0% | Added |
| Farmers & Merchants Investments Inc | 400 | $44.0K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 408 | $45.0K | 0.00% | +408 | New |
| Riverview Trust Co | 431 | $47.0K | 0.03% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 431 | $47.0K | 0.01% | +298+224.1% | Added |
| IFP Advisors, Inc | 423 | $52.0K | 0.00% | +10+2.4% | Added |
| Financial Connections Group, Inc. | 500 | $54.0K | 0.05% | +500 | New |
| Close Asset Management Ltd | 500 | $55.0K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 499 | $55.0K | 0.00% | +499 | New |