| Nomura Asset Management Co Ltd | 61,269 | $0 | 0.00% | +1,354+2.3% | Added |
| SOA Wealth Advisors, LLC. | 2 | $0 | 0.00% | −18−90.0% | Reduced |
| JJJ Advisors Inc. | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Curi Capital | 7 | $0 | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 9 | $0 | 0.00% | +9 | New |
| Whittier Trust Co of Nevada Inc | 2 | $0 | 0.00% | +2 | New |
| WestEnd Advisors, LLC | 2 | $141 | 0.00% | – | – |
| Global Financial Private Client, LLC | 7 | $522 | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 19 | $1.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 17 | $1.00K | 0.00% | −4−19.0% | Reduced |
| Surevest, LLC | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 18 | $1.00K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 14 | $1.00K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 10 | $1.00K | 0.00% | +10 | New |
| Vectors Research Management, LLC | 17 | $1.00K | 0.00% | +17 | New |
| Steward Financial Group LLC | 18 | $1.00K | 0.00% | +18 | New |
| Raffa Wealth Management, LLC | 23 | $1.62K | 0.00% | 00.0% | Unchanged |
| Exane Derivatives | 27 | $1.91K | 0.00% | −713−96.4% | Reduced |
| Loomis Sayles & Co L P | 25 | $2.00K | 0.00% | −22−46.8% | Reduced |
| Evermay Wealth Management LLC | 25 | $2.00K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 31 | $2.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 25 | $2.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 26 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 24 | $2.00K | 0.00% | +1+4.3% | Added |
| Hallmark Capital Management Inc | 33 | $2.00K | 0.00% | +33 | New |
| Financial Management Professionals, Inc. | 41 | $3.00K | 0.00% | +41 | New |
| Horan Securities, Inc. | 33 | $3.00K | 0.00% | +33 | New |
| West Paces Advisors Inc. | 52 | $3.67K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 55 | $3.88K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 62 | $4.00K | 0.00% | −3−4.6% | Reduced |
| Disciplined Investments, LLC | 62 | $4.00K | 0.00% | −10−13.9% | Reduced |
| Washington Trust Co | 59 | $4.00K | 0.00% | +2+3.5% | Added |
| Tradition Wealth Management, LLC | 56 | $4.00K | 0.00% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 50 | $4.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 61 | $4.00K | 0.00% | +43+238.9% | Added |
| SRS Capital Advisors, Inc. | 50 | $4.00K | 0.00% | +50 | New |
| Activest Wealth Management | 54 | $4.00K | 0.00% | +54 | New |
| CNB Bank | 77 | $5.00K | 0.00% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 64 | $5.00K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 68 | $5.00K | 0.00% | +68 | New |
| Bell Investment Advisors, Inc | 70 | $5.00K | 0.00% | +70 | New |
| Capital Analysts, LLC | 76 | $6.00K | 0.00% | −9−10.6% | Reduced |
| Sugarloaf Wealth Management, LLC | 81 | $6.00K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 79 | $6.00K | 0.00% | +15+23.4% | Added |
| Financial Perspectives, Inc | 90 | $6.35K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 99 | $7.00K | 0.00% | −75−43.1% | Reduced |
| Solstein Capital, LLC | 102 | $7.00K | 0.01% | 00.0% | Unchanged |
| Avion Wealth | 100 | $7.00K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 100 | $7.00K | 0.00% | +100 | New |
| Earnest Partners LLC | 119 | $8.00K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 119 | $8.00K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 111 | $9.00K | 0.01% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 134 | $9.00K | 0.00% | +134 | New |
| Farmers & Merchants Investments Inc | 144 | $10.0K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 140 | $10.0K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 140 | $10.0K | 0.00% | +89+174.5% | Added |
| GHP Investment Advisors, Inc. | 158 | $11.0K | 0.00% | +158 | New |
| CoreCap Advisors, LLC | 152 | $11.0K | 0.00% | +152 | New |
| Concord Wealth Partners | 169 | $12.0K | 0.00% | +9+5.6% | Added |
| Riverview Trust Co | 181 | $13.0K | 0.01% | −165−47.7% | Reduced |
| PFG Private Wealth Management, LLC | 191 | $13.0K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 191 | $13.0K | 0.00% | +1+0.5% | Added |
| Carolinas Wealth Consulting LLC | 178 | $13.0K | 0.00% | 00.0% | Unchanged |
| City State Bank | 200 | $14.0K | 0.01% | −100−33.3% | Reduced |
| Gradient Investments LLC | 200 | $14.0K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 200 | $14.0K | 0.01% | 00.0% | Unchanged |
| Crewe Advisors LLC | 196 | $14.0K | 0.00% | +196 | New |
| Patriot Financial Group Insurance Agency, LLC | 217 | $15.0K | 0.00% | −64−22.8% | Reduced |
| Atticus Wealth Management, LLC | 211 | $15.0K | 0.01% | +1+0.5% | Added |
| Sandy Spring Bank | 226 | $16.0K | 0.00% | −25−10.0% | Reduced |
| Harbor Investment Advisory, LLC | 228 | $16.0K | 0.00% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 230 | $16.0K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 241 | $17.0K | 0.00% | −982−80.3% | Reduced |
| BDO Wealth Advisors, LLC | 243 | $17.0K | 0.00% | −50−17.1% | Reduced |
| MV Capital Management, Inc. | 238 | $17.0K | 0.00% | +102+75.0% | Added |
| Smithfield Trust Co | 275 | $18.0K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 260 | $18.0K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 265 | $19.0K | 0.01% | −19−6.7% | Reduced |
| Better Money Decisions, LLC | 279 | $20.0K | 0.02% | +279 | New |
| Global Retirement Partners, LLC | 371 | $26.0K | 0.00% | −39−9.5% | Reduced |
| Ellis Investment Partners, LLC | 368 | $26.0K | 0.01% | +2+0.5% | Added |
| BOK Financial Private Wealth, Inc. | 371 | $26.0K | 0.00% | +371 | New |
| Ellevest, Inc. | 380 | $27.0K | 0.00% | −137−26.5% | Reduced |
| Annapolis Financial Services, LLC | 376 | $27.0K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 396 | $28.0K | 0.01% | −16−3.9% | Reduced |
| Pin Oak Investment Advisors Inc | 391 | $28.0K | 0.03% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 400 | $28.0K | 0.06% | 00.0% | Unchanged |
| Investors Research Corp | 400 | $28.0K | 0.01% | 00.0% | Unchanged |
| Investors Asset Management of Georgia Inc | 400 | $28.0K | 0.01% | +400 | New |
| Adirondack Trust Co | 400 | $28.0K | 0.02% | +400 | New |
| ACG Wealth | 392 | $28.0K | 0.01% | +392 | New |
| Tyler-Stone Wealth Management | 407 | $29.0K | 0.02% | +200+96.6% | Added |
| Graves-Light Private Wealth Management, Inc. | 442 | $31.0K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 450 | $32.0K | 0.01% | +10+2.3% | Added |
| EverSource Wealth Advisors, LLC | 457 | $33.0K | 0.01% | +88+23.8% | Added |
| TD Private Client Wealth LLC | 482 | $34.0K | 0.00% | −58−10.7% | Reduced |
| MUFG Americas Holdings Corp | 507 | $36.0K | 0.00% | +76+17.6% | Added |
| Valley National Advisers Inc | 460 | $36.0K | 0.01% | +460 | New |