| Exane Derivatives | 2 | $361 | 0.00% | −19−90.5% | Reduced |
| Atlas Capital Advisors LLC | 3 | $505 | 0.00% | +3 | New |
| Clearstead Advisors, LLC | 7 | $1.00K | 0.00% | −58−89.2% | Reduced |
| Evoke Wealth, LLC | 7 | $1.00K | 0.00% | −26−78.8% | Reduced |
| Thompson Siegel & Walmsley LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 8 | $1.00K | 0.00% | +8 | New |
| Strategic Blueprint, LLC | 8 | $1.00K | 0.00% | +8 | New |
| Arcadia Investment Advisors LLC | 9 | $1.52K | 0.00% | +9 | New |
| Endurance Wealth Management, Inc. | 13 | $2.00K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 13 | $2.00K | 0.00% | +13 | New |
| Eagle Bay Advisors LLC | 6 | $2.00K | 0.00% | +6 | New |
| Raffa Wealth Management, LLC | 17 | $2.86K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 18 | $3.00K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 19 | $3.00K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Advisors, LLC | 19 | $3.00K | 0.00% | 00.0% | Unchanged |
| Pacitti Group Inc. | 21 | $3.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 17 | $3.00K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 19 | $3.00K | 0.00% | 00.0% | Unchanged |
| Standard Family Office LLC | 16 | $3.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 26 | $4.00K | 0.00% | −2−7.1% | Reduced |
| Sugarloaf Wealth Management, LLC | 25 | $4.00K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 24 | $4.09K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 32 | $5.00K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 30 | $5.00K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 29 | $5.00K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 27 | $5.00K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 29 | $5.00K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 26 | $5.00K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 32 | $5.00K | 0.00% | +32 | New |
| Washington Trust Co | 33 | $6.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 38 | $6.00K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 34 | $6.00K | 0.00% | −3−8.1% | Reduced |
| Zions Bancorporation, N.A. | 42 | $7.00K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 50 | $8.00K | 0.01% | −20−28.6% | Reduced |
| Massmutual Trust Co FSB | 49 | $8.00K | 0.00% | +5+11.4% | Added |
| Kistler-Tiffany Companies, LLC | 55 | $9.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 52 | $9.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 54 | $9.00K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 68 | $11.0K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 65 | $11.0K | 0.00% | 00.0% | Unchanged |
| Reilly Financial Advisors, LLC | 73 | $12.0K | 0.00% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 71 | $12.0K | 0.00% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 69 | $12.0K | 0.00% | −6−8.0% | Reduced |
| NewSquare Capital LLC | 72 | $12.0K | 0.00% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 86 | $14.0K | 0.00% | −1,104−92.8% | Reduced |
| Earnest Partners LLC | 85 | $14.0K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 84 | $14.0K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 81 | $14.0K | 0.01% | +81 | New |
| Gradient Investments LLC | 90 | $15.0K | 0.00% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 92 | $15.0K | 0.00% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 92 | $15.0K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 87 | $15.0K | 0.01% | +15+20.8% | Added |
| Carroll Financial Associates, Inc. | 94 | $15.0K | 0.00% | +30+46.9% | Added |
| Cascade Investment Advisors, Inc. | 100 | $16.8K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 100 | $17.0K | 0.00% | 00.0% | Unchanged |
| Howe & Rusling Inc | 100 | $17.0K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 100 | $17.0K | 0.01% | 00.0% | Unchanged |
| Logan Capital Management Inc | 100 | $17.0K | 0.00% | +100 | New |
| Summit Wealth Group, LLC | 104 | $18.0K | 0.03% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 135 | $23.0K | 0.01% | +2+1.5% | Added |
| State of Wyoming | 137 | $23.0K | 0.01% | +137 | New |
| Acadian Asset Management LLC | 151 | $25.0K | 0.00% | −15,947−99.1% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 155 | $26.0K | 0.01% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 161 | $27.1K | 0.00% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 170 | $28.0K | 0.00% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 165 | $28.0K | 0.01% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 175 | $29.0K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 174 | $29.0K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 183 | $31.0K | 0.01% | +25+15.8% | Added |
| Sutton Wealth Advisors Inc. | 195 | $32.8K | 0.01% | 00.0% | Unchanged |
| Glassman Wealth Services | 193 | $33.0K | 0.01% | −6−3.0% | Reduced |
| Farmers & Merchants Investments Inc | 200 | $34.0K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 200 | $34.0K | 0.01% | 00.0% | Unchanged |
| Bessemer Group Inc | 203 | $34.0K | 0.00% | +25+14.0% | Added |
| Patriot Financial Group Insurance Agency, LLC | 205 | $35.0K | 0.01% | −70−25.5% | Reduced |
| First Financial Corp | 211 | $36.0K | 0.02% | 00.0% | Unchanged |
| FORA Capital, LLC | 222 | $37.0K | 0.01% | −1,492−87.0% | Reduced |
| GW&K Investment Management, LLC | 222 | $37.0K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 247 | $42.0K | 0.00% | +70+39.5% | Added |
| Lindbrook Capital, LLC | 275 | $46.0K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 273 | $46.0K | 0.00% | +169+162.5% | Added |
| Private Capital Group, LLC | 282 | $48.0K | 0.01% | +10+3.7% | Added |
| Parallel Advisors, LLC | 298 | $50.0K | 0.00% | +69+30.1% | Added |
| SOA Wealth Advisors, LLC. | 306 | $51.0K | 0.01% | +5+1.7% | Added |
| Sandy Spring Bank | 309 | $52.0K | 0.00% | +9+3.0% | Added |
| Pinnacle Financial Partners Inc | 314 | $53.0K | 0.00% | +314 | New |
| Pinnacle Wealth Advisors | 314 | $53.0K | 0.00% | +314 | New |
| CWM, LLC | 341 | $57.0K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 358 | $60.0K | 0.03% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 359 | $60.0K | 0.01% | +1+0.3% | Added |
| Tobam | 389 | $66.0K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 404 | $68.5K | 0.04% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 456 | $77.0K | 0.02% | −8−1.7% | Reduced |
| Deseret Mutual Benefit Administrators | 464 | $78.0K | 0.02% | +464 | New |
| Harbour Investments, Inc. | 510 | $86.0K | 0.00% | +23+4.7% | Added |