| WestEnd Advisors, LLC | – | $621 | 0.00% | – | – |
| Macroview Investment Management LLC | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 2 | $1.00K | 0.00% | +2 | New |
| Liberty Wealth Management LLC | 1 | $1.00K | 0.00% | +1 | New |
| PEAK6 Investments LLC | 3 | $2.00K | 0.00% | −6,420−100.0% | Reduced |
| Filbrandt Wealth Management, LLC | 3 | $2.00K | 0.00% | +3 | New |
| ClariVest Asset Management LLC | 5 | $3.00K | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 5 | $3.00K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 5 | $3.00K | 0.00% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 5 | $3.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 5 | $3.00K | 0.00% | +5 | New |
| Logan Capital Management Inc | 7 | $4.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 7 | $4.00K | 0.00% | 00.0% | Unchanged |
| True Link Financial Advisors, LLC | 6 | $4.00K | 0.00% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 8 | $5.00K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 9 | $5.00K | 0.00% | +9 | New |
| Westside Investment Management, Inc. | 10 | $6.00K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 10 | $6.00K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Advisors, LLC | 10 | $6.00K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 9 | $6.00K | 0.00% | +1+12.5% | Added |
| Total Clarity Wealth Management, Inc. | 10 | $6.00K | 0.00% | +10 | New |
| Raffa Wealth Management, LLC | 10 | $6.22K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 21 | $7.00K | 0.01% | +21 | New |
| Syverson Strege & Co | 13 | $8.00K | 0.01% | +13 | New |
| Evoke Wealth, LLC | 16 | $9.00K | 0.00% | −11−40.7% | Reduced |
| Holloway Wealth Management, LLC | – | $9.00K | 0.00% | – | – |
| Aspire Private Capital, LLC | 14 | $9.00K | 0.00% | 00.0% | Unchanged |
| Atlas Private Wealth Advisors | 15 | $9.00K | 0.00% | 00.0% | Unchanged |
| Resolute Partners Group | 16 | $10.0K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 16 | $10.0K | 0.00% | +16 | New |
| Washington Trust Co | 18 | $11.0K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 17 | $11.0K | 0.00% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 18 | $11.0K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 17 | $11.0K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 17 | $11.0K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 17 | $11.0K | 0.00% | +17 | New |
| Plante Moran Financial Advisors, LLC | 18 | $11.0K | 0.00% | +18 | New |
| Sandy Spring Bank | 20 | $12.0K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 20 | $12.0K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 19 | $12.0K | 0.00% | 00.0% | Unchanged |
| Better Money Decisions, LLC | 19 | $12.0K | 0.01% | 00.0% | Unchanged |
| Financial Enhancement Group LLC | 23 | $14.0K | 0.00% | −7−23.3% | Reduced |
| Wolff Wiese Magana LLC | 23 | $14.0K | 0.01% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 22 | $14.0K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 23 | $14.0K | 0.00% | +6+35.3% | Added |
| Tarbox Family Office, Inc. | 24 | $15.0K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 24 | $15.0K | 0.01% | +2+9.1% | Added |
| Clear Investment Research, LLC | 25 | $16.0K | 0.03% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 25 | $16.0K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 28 | $17.0K | 0.01% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 27 | $17.0K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 28 | $17.0K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 29 | $18.0K | 0.00% | 00.0% | Unchanged |
| Systematic Alpha Investments, LLC | 29 | $19.0K | 0.00% | +29 | New |
| West Oak Capital, LLC | 35 | $22.0K | 0.01% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 35 | $22.0K | 0.01% | −5−12.5% | Reduced |
| MCF Advisors LLC | 36 | $22.0K | 0.00% | +36 | New |
| Dark Forest Capital Management LP | 35 | $22.0K | 0.01% | +35 | New |
| Massmutual Trust Co FSB | 39 | $24.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 42 | $26.0K | 0.00% | +12+40.0% | Added |
| Earnest Partners LLC | 47 | $29.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 46 | $29.0K | 0.00% | +2+4.5% | Added |
| Fieldpoint Private Securities, LLC | 46 | $29.0K | 0.01% | +6+15.0% | Added |
| Lindbrook Capital, LLC | 46 | $29.0K | 0.01% | +4+9.5% | Added |
| Harbor Investment Advisory, LLC | 46 | $29.0K | 0.00% | +42+1,050.0% | Added |
| Mark Sheptoff Financial Planning, LLC | 50 | $31.0K | 0.02% | 00.0% | Unchanged |
| MayTech Global Investments, LLC | 50 | $31.0K | 0.01% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 47 | $31.0K | 0.02% | 00.0% | Unchanged |
| JNBA Financial Advisors | 50 | $31.0K | 0.00% | +50 | New |
| Catalyst Capital Advisors LLC | 51 | $32.0K | 0.00% | −1−1.9% | Reduced |
| RPG Investment Advisory, LLC | 51 | $32.0K | 0.01% | +6+13.3% | Added |
| Bell Investment Advisors, Inc | 55 | $34.0K | 0.01% | +55 | New |
| Brewin Dolphin Wealth Management Ltd | 55 | $34.2K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 57 | $35.0K | 0.01% | +39+216.7% | Added |
| Meridian Wealth Partners, LLC | 56 | $35.0K | 0.01% | +56 | New |
| Islay Capital Management, LLC | 60 | $37.0K | 0.03% | 00.0% | Unchanged |
| Caldwell Trust Co | 60 | $37.3K | 0.00% | −120−66.7% | Reduced |
| Kings Point Capital Management | 61 | $38.0K | 0.00% | +11+22.0% | Added |
| Carroll Financial Associates, Inc. | 69 | $42.0K | 0.00% | −456−86.9% | Reduced |
| Jones Financial Companies LLLP | 68 | $42.0K | 0.00% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 68 | $42.0K | 0.00% | +68 | New |
| Kowal Investment Group, LLC | 68 | $42.0K | 0.01% | +68 | New |
| Zions Bancorporation, N.A. | 69 | $43.0K | 0.00% | +49+245.0% | Added |
| TCI Wealth Advisors, Inc. | 70 | $44.0K | 0.01% | −1−1.4% | Reduced |
| Harding Loevner LP | 70 | $44.0K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 80 | $49.8K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 81 | $50.0K | 0.00% | +60+285.7% | Added |
| Rockbridge Investment Management, LCC | 82 | $51.0K | 0.01% | 00.0% | Unchanged |
| D'Orazio & Associates, Inc. | 87 | $54.0K | 0.01% | +87 | New |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 90 | $56.0K | 0.05% | −40−30.8% | Reduced |
| HHM Wealth Advisors, LLC | 91 | $57.0K | 0.02% | 00.0% | Unchanged |
| State of Wyoming | 92 | $57.0K | 0.04% | +44+91.7% | Added |
| Whittier Trust Co of Nevada Inc | 95 | $59.0K | 0.00% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 95 | $59.1K | 0.01% | +95 | New |
| Vectors Research Management, LLC | 96 | $60.0K | 0.01% | 00.0% | Unchanged |
| Newfound Research LLC | 96 | $60.0K | 0.10% | +22+29.7% | Added |
| Kelly Financial Services LLC | 97 | $60.3K | 0.03% | −63,690−99.8% | Reduced |
| Sageworth Trust Co | 100 | $62.0K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 100 | $62.0K | 0.03% | 00.0% | Unchanged |
| Barrett Asset Management, LLC | 100 | $62.0K | 0.00% | 00.0% | Unchanged |