| ExodusPoint Capital Management, LP | 2 | $0 | 0.00% | −260−99.2% | Reduced |
| Harbour Investments, Inc. | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Blair William & Co | 3 | $0 | 0.00% | −5−62.5% | Reduced |
| Washington Trust Co | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Choate Investment Advisors | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 4 | $0 | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1 | $0 | 0.00% | −3−75.0% | Reduced |
| Newbridge Financial Services Group, Inc. | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 9 | $0 | 0.00% | +9 | New |
| Asset Dedication, LLC | 2 | $0 | 0.00% | +2 | New |
| TCI Wealth Advisors, Inc. | 1 | $0 | 0.00% | +1 | New |
| SJS Investment Consulting Inc. | 3 | $0 | 0.00% | +3 | New |
| EdgeRock Capital LLC | 2 | $0 | 0.00% | +2 | New |
| Glassman Wealth Services | 24 | $1.00K | 0.00% | −4−14.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 20 | $1.00K | 0.00% | −10−33.3% | Reduced |
| Franklin Resources Inc | 17 | $1.00K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 25 | $1.00K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 14 | $1.00K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 22 | $1.00K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Axiom Investment Management LLC | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 18 | $1.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 19 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 24 | $1.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 13 | $1.00K | 0.00% | +3+30.0% | Added |
| Fifth Third Bancorp | 22 | $1.00K | 0.00% | +21+2,100.0% | Added |
| Meeder Asset Management Inc | 11 | $1.00K | 0.00% | +4+57.1% | Added |
| Sutton Wealth Advisors Inc. | 33 | $1.73K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 32 | $2.00K | 0.00% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 37 | $2.00K | 0.00% | +3+8.8% | Added |
| Institutional & Family Asset Management, LLC | 36 | $2.00K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 40 | $2.00K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 41 | $2.00K | 0.00% | +16+64.0% | Added |
| Covestor Ltd | 32 | $2.00K | 0.00% | +32 | New |
| Allworth Financial LP | 66 | $3.00K | 0.00% | −266−80.1% | Reduced |
| Loomis Sayles & Co L P | 62 | $3.00K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 65 | $3.00K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 70 | $4.00K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 70 | $4.00K | 0.00% | +70 | New |
| Private Trust Co NA | 99 | $5.00K | 0.00% | 00.0% | Unchanged |
| Almanack Investment Partners, LLC. | 94 | $5.00K | 0.00% | +94 | New |
| Qube Research & Technologies Ltd | 123 | $6.00K | 0.00% | −6,021−98.0% | Reduced |
| M&R Capital Management Inc | 116 | $6.00K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 114 | $6.00K | 0.00% | 00.0% | Unchanged |
| Clear Perspectives Financial Planning, LLC | 136 | $7.00K | 0.00% | 00.0% | Unchanged |
| Credit Suisse AG | 129 | $7.00K | 0.00% | +125+3,125.0% | Added |
| GHP Investment Advisors, Inc. | 147 | $8.00K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 153 | $8.00K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 157 | $8.00K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 154 | $8.00K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 153 | $8.04K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 233 | $12.0K | 0.00% | +1+0.4% | Added |
| American Portfolios Advisors | 240 | $12.6K | 0.00% | −105−30.4% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 246 | $13.0K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 242 | $13.0K | 0.01% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 250 | $13.0K | 0.00% | +50+25.0% | Added |
| Storebrand Asset Management AS | 267 | $14.0K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 331 | $17.0K | 0.01% | +1+0.3% | Added |
| CWM, LLC | 352 | $18.0K | 0.00% | +8+2.3% | Added |
| Western Pacific Wealth Management, LP | 350 | $18.0K | 0.02% | 00.0% | Unchanged |
| Dougherty Wealth Advisers LLC | 367 | $19.0K | 0.04% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 382 | $20.0K | 0.00% | +91+31.3% | Added |
| Parallel Advisors, LLC | 473 | $25.0K | 0.00% | −26−5.2% | Reduced |
| Anchor Investment Management, LLC | 510 | $26.8K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 510 | $27.0K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 521 | $27.0K | 0.01% | 00.0% | Unchanged |
| Coastal Investment Advisors, Inc. | 510 | $27.0K | 0.01% | +510 | New |
| MetLife Investment Management | 528 | $27.7K | 0.00% | −10−1.9% | Reduced |
| Tower Research Capital LLC (TRC) | 570 | $30.0K | 0.00% | +261+84.5% | Added |
| Quadrant Capital Group LLC | 656 | $34.0K | 0.00% | −139−17.5% | Reduced |
| Glenmede Trust Co NA | 672 | $35.0K | 0.00% | −12−1.8% | Reduced |
| Rockefeller Capital Management L.P. | 732 | $38.0K | 0.00% | −2−0.3% | Reduced |
| Fred Alger Management, LLC | 722 | $38.0K | 0.00% | +722 | New |
| Hanseatic Management Services Inc | 747 | $39.0K | 0.11% | +318+74.1% | Added |
| Private Management Group Inc | 785 | $41.2K | 0.00% | 00.0% | Unchanged |
| Wipfli Financial Advisors LLC, | 798 | $42.0K | 0.00% | +798 | New |
| Stonehage Fleming Financial Services Holdings Ltd | 820 | $43.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 1,040 | $55.0K | 0.00% | +104+11.1% | Added |
| Castleview Partners, LLC | 1,141 | $60.0K | 0.06% | +1,141 | New |
| Russell Investments Group, Ltd. | 1,267 | $66.0K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 1,640 | $86.0K | 0.06% | +480+41.4% | Added |
| State of Wyoming | 1,667 | $88.0K | 0.04% | −2,999−64.3% | Reduced |
| Brown Brothers Harriman & Co | 1,752 | $92.0K | 0.00% | 00.0% | Unchanged |
| Balentine LLC | 1,762 | $93.0K | 0.00% | −1,681−48.8% | Reduced |
| Manchester Capital Management LLC | 1,786 | $94.0K | 0.02% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 1,842 | $97.0K | 0.01% | +1,842 | New |