| Versant Capital Management, Inc | 1 | $0 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 1 | $0 | 0.00% | +1 | New |
| Mach-1 Financial Group, Inc. | 2 | $0 | 0.00% | +2 | New |
| Sutton Wealth Advisors Inc. | 3 | $891 | 0.00% | +3 | New |
| Bellevue Asset Management, LLC | 5 | $1.00K | 0.00% | −4−44.4% | Reduced |
| Focused Wealth Management, Inc | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 2 | $1.00K | 0.00% | +2 | New |
| CVA Family Office, LLC | 5 | $1.00K | 0.00% | +5 | New |
| Schubert & Co | 5 | $1.00K | 0.00% | +5 | New |
| CoreCap Advisors, LLC | 2 | $1.00K | 0.00% | +2 | New |
| McDonald Partners LLC | 4 | $1.19K | 0.00% | +4 | New |
| Absolute Capital Management, LLC | 4 | $1.19K | 0.00% | +4 | New |
| Prestige Wealth Management Group LLC | 8 | $2.00K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 8 | $2.00K | 0.00% | +1+14.3% | Added |
| Trustcore Financial Services, LLC | 6 | $2.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 6 | $2.00K | 0.00% | +4+200.0% | Added |
| JFS Wealth Advisors, LLC | 8 | $2.00K | 0.00% | +8 | New |
| Surevest, LLC | 8 | $2.00K | 0.00% | +8 | New |
| Bell Investment Advisors, Inc | 10 | $3.00K | 0.00% | −3−23.1% | Reduced |
| Motco | 9 | $3.00K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 10 | $3.00K | 0.00% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 12 | $3.00K | 0.00% | +6+100.0% | Added |
| Umb Bank N A | 11 | $3.00K | 0.00% | +11 | New |
| Confluence Wealth Services, Inc. | 12 | $3.00K | 0.00% | +12 | New |
| JJJ Advisors Inc. | 13 | $4.00K | 0.00% | −41−75.9% | Reduced |
| Carroll Financial Associates, Inc. | 15 | $4.00K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 13 | $4.00K | 0.00% | +4+44.4% | Added |
| Blue Bell Private Wealth Management, LLC | 14 | $4.00K | 0.00% | +14 | New |
| Spire Wealth Management | 12 | $4.00K | 0.00% | +12 | New |
| Federation des caisses Desjardins du Quebec | 16 | $4.75K | 0.00% | 00.0% | Unchanged |
| Howe & Rusling Inc | 16 | $5.00K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 16 | $5.00K | 0.00% | +6+60.0% | Added |
| Vigilant Capital Management, LLC | 21 | $6.00K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 21 | $6.00K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 25 | $7.00K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 24 | $7.00K | 0.00% | −1−4.0% | Reduced |
| Ancora Advisors, LLC | 22 | $7.00K | 0.00% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 28 | $8.00K | 0.00% | +28 | New |
| Atlas Capital Advisors LLC | 30 | $8.91K | 0.00% | +21+233.3% | Added |
| Parkside Financial Bank & Trust | 28 | $9.00K | 0.00% | −2−6.7% | Reduced |
| Cassady Schiller Wealth Management, LLC | 31 | $9.00K | 0.01% | +31 | New |
| Investment Research & Advisory Group, Inc. | 32 | $10.0K | 0.01% | +32 | New |
| TCI Wealth Advisors, Inc. | 36 | $11.0K | 0.00% | −32−47.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 37 | $11.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 36 | $11.0K | 0.00% | +24+200.0% | Added |
| West Branch Capital LLC | 45 | $13.0K | 0.01% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 55 | $16.0K | 0.00% | +55 | New |
| Snowden Capital Advisors LLC | 57 | $16.0K | 0.00% | +57 | New |
| Nisa Investment Advisors, LLC | 60 | $18.0K | 0.00% | −700−92.1% | Reduced |
| Macroview Investment Management LLC | 61 | $18.0K | 0.02% | +61 | New |
| Gemmer Asset Management LLC | 69 | $20.0K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 67 | $20.0K | 0.00% | +12+21.8% | Added |
| Signet Financial Management, LLC | 67 | $20.0K | 0.00% | +67 | New |
| Lee Financial Co | 70 | $21.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 71 | $21.0K | 0.00% | +17+31.5% | Added |
| Dark Forest Capital Management LP | 77 | $23.0K | 0.01% | −205−72.7% | Reduced |
| Plante Moran Financial Advisors, LLC | 77 | $23.0K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 80 | $24.0K | 0.00% | +5+6.7% | Added |
| Quadrant Capital Group LLC | 83 | $25.0K | 0.00% | +1+1.2% | Added |
| Stonebridge Financial Planning Group, LLC | 100 | $29.0K | 0.02% | 00.0% | Unchanged |
| National Bank of Canada | 96 | $29.0K | 0.00% | +96 | New |
| Addison Advisors LLC | 100 | $30.0K | 0.02% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 130 | $38.0K | 0.00% | +38+41.3% | Added |
| Private Capital Group, LLC | 137 | $41.0K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 143 | $42.0K | 0.02% | −79−35.6% | Reduced |
| Vestcor Inc | 140 | $42.0K | 0.00% | −16−10.3% | Reduced |
| Geneos Wealth Management Inc. | 150 | $44.0K | 0.00% | +121+417.2% | Added |
| Financial Management Professionals, Inc. | 151 | $45.0K | 0.01% | −43−22.2% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 150 | $45.0K | 0.01% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 158 | $46.0K | 0.00% | +72+83.7% | Added |
| CWM, LLC | 156 | $46.0K | 0.00% | +156 | New |
| Harvest Fund Management Co., Ltd | 161 | $47.0K | 0.01% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 175 | $52.0K | 0.01% | 00.0% | Unchanged |
| Gradient Investments LLC | 180 | $53.0K | 0.00% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 182 | $54.0K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 193 | $56.0K | 0.00% | −43−18.2% | Reduced |
| Covestor Ltd | 190 | $57.0K | 0.08% | +190 | New |
| Newbridge Financial Services Group, Inc. | 300 | $89.0K | 0.04% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 325 | $96.0K | 0.02% | 00.0% | Unchanged |
| American Portfolios Advisors | 368 | $109.3K | 0.00% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 400 | $117.0K | 0.00% | +400 | New |
| Assetmark, Inc | 409 | $121.0K | 0.00% | +129+46.1% | Added |
| Leonteq Securities AG | 445 | $132.1K | 0.01% | +164+58.4% | Added |
| Eaton Vance Management | 451 | $134.0K | 0.00% | +30+7.1% | Added |
| IFP Advisors, Inc | 490 | $145.0K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 503 | $149.0K | 0.03% | −5−1.0% | Reduced |
| Altshuler Shaham Ltd | 528 | $157.0K | 0.00% | +528 | New |
| Hennion & Walsh Asset Management, Inc. | 675 | $200.0K | 0.01% | 00.0% | Unchanged |
| Cigna Investments Inc | 679 | $201.0K | 0.02% | −320−32.0% | Reduced |
| Los Angeles Capital Management LLC | 676 | $201.0K | 0.00% | 00.0% | Unchanged |
| Origin Asset Management LLP | 698 | $207.0K | 0.05% | 00.0% | Unchanged |
| Blair William & Co | 712 | $211.0K | 0.00% | −25−3.4% | Reduced |
| HighTower Advisors, LLC | 721 | $215.0K | 0.00% | −146−16.8% | Reduced |
| Modera Wealth Management, LLC | 750 | $223.0K | 0.01% | +750 | New |
| Arden Trust Co | 764 | $227.0K | 0.04% | −2−0.3% | Reduced |
| Panagora Asset Management Inc | 770 | $229.0K | 0.00% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 776 | $230.0K | 0.02% | −1,055−57.6% | Reduced |
| Ontario Teachers Pension Plan Board | 779 | $231.0K | 0.00% | +779 | New |
| Diversified Trust Co | 783 | $233.0K | 0.01% | 00.0% | Unchanged |
