| WestEnd Advisors, LLC | 1 | $314 | 0.00% | – | – |
| USA Financial Portformulas Corp | 2 | $1.00K | 0.00% | −3,956−99.9% | Reduced |
| Bay Harbor Wealth Management, LLC | 4 | $1.00K | 0.00% | +4 | New |
| Addison Advisors LLC | 2 | $1.00K | 0.00% | +2 | New |
| Cassady Schiller Wealth Management, LLC | 3 | $1.00K | 0.00% | +3 | New |
| Comprehensive Financial Consultants Institutional, Inc. | 6 | $1.00K | 0.00% | +6 | New |
| 1832 Asset Management L.P. | 6 | $2.00K | 0.00% | −669−99.1% | Reduced |
| SOA Wealth Advisors, LLC. | 7 | $2.00K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 6 | $2.00K | 0.00% | +6 | New |
| Zullo Investment Group, Inc. | 7 | $2.00K | 0.00% | +7 | New |
| Fieldpoint Private Securities, LLC | 10 | $3.00K | 0.00% | 00.0% | Unchanged |
| O'Dell Group, LLC | 10 | $3.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 10 | $3.00K | 0.00% | +10 | New |
| Sutton Wealth Advisors Inc. | 12 | $3.77K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 12 | $4.00K | 0.00% | −18−60.0% | Reduced |
| Kozak & Associates, Inc. | 15 | $4.00K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 14 | $4.00K | 0.00% | −1−6.7% | Reduced |
| Reilly Financial Advisors, LLC | 12 | $4.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 15 | $4.71K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 17 | $5.00K | 0.01% | 00.0% | Unchanged |
| Optiver Holding B.V. | 19 | $5.00K | 0.00% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 20 | $6.00K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 20 | $6.00K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 18 | $6.00K | 0.00% | 00.0% | Unchanged |
| First Bank & Trust | 18 | $6.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 19 | $6.00K | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 19 | $6.00K | 0.00% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 18 | $6.00K | 0.00% | +18 | New |
| City State Bank | 20 | $6.00K | 0.00% | +20 | New |
| M&R Capital Management Inc | 25 | $7.00K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 21 | $7.00K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 23 | $7.00K | 0.00% | +23 | New |
| PFS Partners, LLC | 25 | $7.86K | 0.01% | +25 | New |
| AdvisorNet Financial, Inc | 26 | $8.00K | 0.00% | +6+30.0% | Added |
| Sugarloaf Wealth Management, LLC | 28 | $9.00K | 0.00% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 30 | $9.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 29 | $9.00K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 28 | $9.00K | 0.00% | +5+21.7% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 32 | $10.0K | 0.00% | −14,562−99.8% | Reduced |
| Gemmer Asset Management LLC | 36 | $11.0K | 0.00% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 39 | $12.0K | 0.00% | 00.0% | Unchanged |
| Cordasco Financial Network | 38 | $12.0K | 0.01% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 38 | $12.0K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 37 | $12.0K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 37 | $12.0K | 0.00% | 00.0% | Unchanged |
| Arlington Partners LLC | 42 | $13.0K | 0.00% | +42 | New |
| Capital Advisors, Ltd. LLC | 40 | $13.0K | 0.00% | +40 | New |
| Hillsdale Investment Management Inc. | 45 | $14.0K | 0.00% | −2,050−97.9% | Reduced |
| NewSquare Capital LLC | 45 | $14.0K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 43 | $14.0K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 45 | $14.0K | 0.00% | +45 | New |
| Atticus Wealth Management, LLC | 48 | $15.0K | 0.01% | 00.0% | Unchanged |
| Solstein Capital, LLC | 47 | $15.0K | 0.01% | 00.0% | Unchanged |
| Amplius Wealth Advisors, LLC | 48 | $15.0K | 0.00% | +48 | New |
| James Reed Financial Services, Inc. | 50 | $15.0K | 0.01% | +50 | New |
| Cascade Investment Advisors, Inc. | 50 | $15.7K | 0.01% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 50 | $15.7K | 0.01% | +50 | New |
| Tradewinds Capital Management, LLC | 50 | $16.0K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 50 | $16.0K | 0.00% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 52 | $16.0K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 50 | $16.0K | 0.00% | 00.0% | Unchanged |
| Kings Point Capital Management | 53 | $17.0K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 54 | $17.0K | 0.01% | +54 | New |
| Quent Capital, LLC | 57 | $18.0K | 0.00% | +57 | New |
| Stephens Consulting, LLC | 58 | $18.2K | 0.02% | +58 | New |
| Baron Financial Group, LLC | 60 | $18.9K | 0.01% | 00.0% | Unchanged |
| Caldwell Trust Co | 60 | $18.9K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 60 | $19.0K | 0.00% | −3−4.8% | Reduced |
| Kistler-Tiffany Companies, LLC | 60 | $19.0K | 0.00% | 00.0% | Unchanged |
| Advocacy Wealth Management Services, LLC | 62 | $19.0K | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 59 | $19.0K | 0.00% | +45+321.4% | Added |
| Hoey Investments, Inc | 60 | $19.0K | 0.00% | +50+500.0% | Added |
| TCI Wealth Advisors, Inc. | 63 | $20.0K | 0.00% | −27−30.0% | Reduced |
| Signet Financial Management, LLC | 65 | $20.0K | 0.00% | +65 | New |
| Jones Financial Companies LLLP | 70 | $22.0K | 0.00% | +24+52.2% | Added |
| Old Second National Bank of Aurora | 100 | $23.0K | 0.01% | 00.0% | Unchanged |
| Washington Trust Co | 73 | $23.0K | 0.00% | −2−2.7% | Reduced |
| BDO Wealth Advisors, LLC | 80 | $25.0K | 0.00% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 80 | $25.0K | 0.02% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 78 | $25.0K | 0.00% | 00.0% | Unchanged |
| Seldon Capital LP | 83 | $26.0K | 0.02% | +83 | New |
| JFS Wealth Advisors, LLC | 85 | $27.0K | 0.00% | −8−8.6% | Reduced |
| Whittier Trust Co of Nevada Inc | 90 | $28.0K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 90 | $28.0K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 90 | $28.0K | 0.00% | +6+7.1% | Added |
| Heritage Wealth Advisors | 95 | $30.0K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 95 | $30.0K | 0.00% | +24+33.8% | Added |
| Financial Management Professionals, Inc. | 100 | $31.0K | 0.01% | 00.0% | Unchanged |
| Orion Capital Management LLC | 100 | $31.0K | 0.02% | 00.0% | Unchanged |
| Arrow Financial Corp | 100 | $31.0K | 0.00% | +50+100.0% | Added |
| CarsonAllaria Wealth Management, Ltd. | 100 | $31.0K | 0.03% | +100 | New |
| Surevest, LLC | 102 | $32.0K | 0.01% | +102 | New |
| Kayne Anderson Rudnick Investment Management LLC | 108 | $34.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 109 | $34.0K | 0.00% | +109 | New |
| Eagle Bay Advisors LLC | 113 | $36.0K | 0.02% | −113−50.0% | Reduced |
| Private Capital Group, LLC | 125 | $39.0K | 0.01% | −19−13.2% | Reduced |
| South State Corp. | 125 | $39.0K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 125 | $39.0K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 125 | $39.0K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 143 | $44.0K | 0.01% | 00.0% | Unchanged |