| Newbridge Financial Services Group, Inc. | 1 | $50 | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 1 | $50 | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 1 | $50 | 0.00% | +1 | New |
| SJS Investment Consulting Inc. | 1 | $51 | 0.00% | +1 | New |
| CoreCap Advisors, LLC | 2 | $100 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 2 | $100 | 0.00% | +2 | New |
| True Wealth Design, LLC | 3 | $151 | 0.00% | −1−25.0% | Reduced |
| JFS Wealth Advisors, LLC | 3 | $151 | 0.00% | 00.0% | Unchanged |
| Trust Co | 3 | $151 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 3 | $151 | 0.00% | 00.0% | Unchanged |
| Align Financial, LLC | 3 | $151 | 0.00% | −142−97.9% | Reduced |
| Fortitude Family Office, LLC | 3 | $151 | 0.00% | +3 | New |
| Mountain Hill Investment Partners Corp. | 3 | $151 | 0.00% | +3 | New |
| Kayne Anderson Rudnick Investment Management LLC | 4 | $201 | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 4 | $201 | 0.00% | +4 | New |
| Cheviot Value Management, LLC | 5 | $251 | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 5 | $251 | 0.00% | +5 | New |
| Massmutual Trust Co FSB | 6 | $301 | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 7 | $352 | 0.00% | −1−12.5% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 7 | $352 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 7 | $352 | 0.00% | +7 | New |
| Trust Co of Toledo NA | 8 | $402 | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 10 | $503 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 11 | $552 | 0.00% | −3−21.4% | Reduced |
| Sachetta, LLC | 11 | $553 | 0.00% | −15−57.7% | Reduced |
| Activest Wealth Management | 13 | $653 | 0.00% | +13 | New |
| Steigerwald, Gordon & Koch Inc. | 15 | $753 | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 15 | $753 | 0.00% | +10+200.0% | Added |
| Ares Financial Consulting, LLC | 16 | $803 | 0.00% | +16 | New |
| Bryn Mawr Trust Co | 18 | $904 | 0.00% | +18 | New |
| Hantz Financial Services, Inc. | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 21 | $1.05K | 0.00% | +21 | New |
| Parkside Financial Bank & Trust | 23 | $1.16K | 0.00% | −47−67.1% | Reduced |
| Rachor Investment Advisory Services, LLC | 23 | $1.16K | 0.00% | +23 | New |
| Creative Financial Designs Inc | 25 | $1.26K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 25 | $1.26K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 32 | $1.61K | 0.00% | 00.0% | Unchanged |
| Community Financial Services Group, LLC | 38 | $1.91K | 0.00% | +38 | New |
| Smartleaf Asset Management LLC | 40 | $2.06K | 0.00% | −18−31.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 46 | $2.31K | 0.00% | +46 | New |
| Private Trust Co NA | 56 | $2.81K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 56 | $2.81K | 0.00% | +31+124.0% | Added |
| Private Wealth Management Group, LLC | 58 | $2.91K | 0.00% | +8+16.0% | Added |
| Covestor Ltd | 62 | $3.00K | 0.00% | −14−18.4% | Reduced |
| Root Financial Partners, LLC | 60 | $3.01K | 0.00% | +52+650.0% | Added |
| Basecamp Wealth Advisors LLC | 81 | $4.07K | 0.00% | −2−2.4% | Reduced |
| Advisory Services Network, LLC | 83 | $4.17K | 0.00% | +83 | New |
| Atlantic Trust, LLC | 97 | $4.87K | 0.00% | +30+44.8% | Added |
| IFP Advisors, Inc | 104 | $5.22K | 0.00% | +32+44.4% | Added |
| ZRC Wealth Management, LLC | 121 | $6.08K | 0.00% | +30+33.0% | Added |
| Harbour Investments, Inc. | 129 | $6.49K | 0.00% | +35+37.2% | Added |
| Quadrant Capital Group LLC | 140 | $7.03K | 0.00% | +132+1,650.0% | Added |
| GHP Investment Advisors, Inc. | 143 | $7.18K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 144 | $7.23K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 154 | $7.73K | 0.00% | +90+140.6% | Added |
| Versant Capital Management, Inc | 179 | $8.99K | 0.00% | +48+36.6% | Added |
| Blair William & Co | 199 | $9.99K | 0.00% | +58+41.1% | Added |
| Mather Group, LLC. | 206 | $10.3K | 0.00% | +206 | New |
| Tower Research Capital LLC (TRC) | 216 | $10.8K | 0.00% | −55−20.3% | Reduced |
| Farther Finance Advisors, LLC | 343 | $17.2K | 0.00% | +250+268.8% | Added |
| Dougherty Wealth Advisers LLC | 367 | $18.4K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 392 | $19.7K | 0.00% | +388+9,700.0% | Added |
| STRS Ohio | 396 | $19.9K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 401 | $20.1K | 0.00% | +401 | New |
| Glenmede Trust Co NA | 418 | $21.0K | 0.00% | −1−0.2% | Reduced |
| MetLife Investment Management | 428 | $21.5K | 0.00% | −11−2.5% | Reduced |
| Quent Capital, LLC | 450 | $22.6K | 0.00% | +8+1.8% | Added |
| Sterling Capital Management LLC | 463 | $23.3K | 0.00% | −334−41.9% | Reduced |
| Rothschild Investment LLC | 466 | $23.4K | 0.00% | +233+100.0% | Added |
| Brown Brothers Harriman & Co | 560 | $28.1K | 0.00% | −7−1.2% | Reduced |
| Advisor Group Holdings, Inc. | 578 | $29.0K | 0.00% | −122−17.4% | Reduced |
| EverSource Wealth Advisors, LLC | 602 | $30.2K | 0.00% | +321+114.2% | Added |
| SRS Capital Advisors, Inc. | 606 | $30.4K | 0.00% | +584+2,654.5% | Added |
| Allworth Financial LP | 691 | $34.7K | 0.00% | +457+195.3% | Added |
| MAI Capital Management | 844 | $42.4K | 0.00% | +157+22.9% | Added |
| GAMMA Investing LLC | 904 | $45.4K | 0.00% | +475+110.7% | Added |
| Horizon Kinetics Asset Management LLC | 923 | $46.4K | 0.00% | +923 | New |
| Ancora Advisors, LLC | 1,002 | $50.3K | 0.00% | +83+9.0% | Added |
| Signaturefd, LLC | 1,038 | $52.1K | 0.00% | +128+14.1% | Added |
| Federation des caisses Desjardins du Quebec | 1,064 | $53.4K | 0.00% | −313−22.7% | Reduced |
| Royal Bank of Canada | 1,216 | $61.0K | 0.00% | +254+26.4% | Added |
| Jones Financial Companies LLLP | 1,261 | $64.3K | 0.00% | +923+273.1% | Added |
| Central Pacific Bank - Trust Division | 1,300 | $65.3K | 0.01% | 00.0% | Unchanged |
| US Bancorp | 1,350 | $67.8K | 0.00% | −158−10.5% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 1,663 | $83.0K | 0.01% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 1,713 | $86.0K | 0.00% | +898+110.2% | Added |
| Parallel Advisors, LLC | 2,154 | $108.2K | 0.00% | +1,713+388.4% | Added |
| Great West Life Assurance Co | 2,245 | $113.0K | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 2,270 | $114.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 3,063 | $118.1K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 2,370 | $121.4K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 2,420 | $122.0K | 0.00% | −805−25.0% | Reduced |
| Wells Fargo & Company | 2,726 | $136.9K | 0.00% | −225−7.6% | Reduced |
| Dynamic Technology Lab Private Ltd | 12,076 | $141.7K | 0.02% | +12,076 | New |
| Russell Investments Group, Ltd. | 2,951 | $148.8K | 0.00% | +295+11.1% | Added |
| KLP Kapitalforvaltning AS | 3,500 | $175.8K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 3,675 | $184.6K | 0.00% | +1,296+54.5% | Added |
| The PNC Financial Services Group, Inc. | 3,816 | $191.6K | 0.00% | +618+19.3% | Added |
| Abel Hall, LLC | 4,021 | $201.9K | 0.04% | +4,021 | New |
| Handelsbanken Fonder AB | 4,200 | $211.0K | 0.00% | 00.0% | Unchanged |