| Pier 88 Investment Partners LLC | 1 | $334 | 0.00% | −1,829−99.9% | Reduced |
| Manchester Capital Management LLC | 1 | $334 | 0.00% | −506−99.8% | Reduced |
| First Pacific Financial | 1 | $334 | 0.00% | −5−83.3% | Reduced |
| Carolinas Wealth Consulting LLC | 2 | $638 | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 2 | $668 | 0.00% | 00.0% | Unchanged |
| Claris Advisors, LLC | 2 | $668 | 0.00% | +2 | New |
| Montag A & Associates Inc | 2 | $803 | 0.00% | 00.0% | Unchanged |
| Winthrop Capital Management, LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 2 | $1.00K | 0.00% | −1−33.3% | Reduced |
| Avion Wealth | 3 | $1.00K | 0.00% | +1+50.0% | Added |
| Rakuten Securities, Inc. | 3 | $1.00K | 0.00% | −49−94.2% | Reduced |
| Versant Capital Management, Inc | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 4 | $1.33K | 0.00% | +4 | New |
| Spire Wealth Management | 4 | $1.33K | 0.00% | −9−69.2% | Reduced |
| Abound Wealth Management | 4 | $1.34K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 5 | $1.67K | 0.00% | −391−98.7% | Reduced |
| Private Trust Co NA | 5 | $1.67K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 5 | $1.67K | 0.00% | +5 | New |
| Hemington Wealth Management | 8 | $2.00K | 0.00% | +8 | New |
| Beaird Harris Wealth Management, LLC | 6 | $2.00K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 7 | $2.34K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 7 | $2.34K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 8 | $2.67K | 0.00% | +8 | New |
| Farmers & Merchants Investments Inc | 10 | $3.34K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 10 | $3.34K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 11 | $3.67K | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 13 | $4.34K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 17 | $5.67K | 0.00% | −9−34.6% | Reduced |
| Johnson Financial Group, Inc. | 18 | $6.01K | 0.00% | +18 | New |
| Financial Network Wealth Advisors LLC | 19 | $6.34K | 0.01% | −1−5.0% | Reduced |
| Activest Wealth Management | 20 | $6.68K | 0.00% | +20 | New |
| JFS Wealth Advisors, LLC | 22 | $7.34K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 24 | $8.01K | 0.00% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 25 | $8.35K | 0.01% | 00.0% | Unchanged |
| Matrix Trust Co | 28 | $9.00K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 27 | $9.01K | 0.00% | 00.0% | Unchanged |
| Planning Capital Management Corp | 28 | $9.35K | 0.01% | 00.0% | Unchanged |
| Mather Group, LLC. | 30 | $10.0K | 0.00% | −18−37.5% | Reduced |
| Oarsman Capital, Inc. | 31 | $10.3K | 0.00% | +31 | New |
| Reuter James Wealth Management, LLC | 32 | $10.7K | 0.00% | +32 | New |
| Allworth Financial LP | 33 | $11.0K | 0.00% | −4−10.8% | Reduced |
| EverSource Wealth Advisors, LLC | 36 | $12.0K | 0.00% | +1+2.9% | Added |
| Community Bank, N.A. | 40 | $13.4K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 44 | $14.5K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 49 | $16.4K | 0.00% | +5+11.4% | Added |
| GHP Investment Advisors, Inc. | 50 | $16.7K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 51 | $17.0K | 0.00% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 54 | $18.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 57 | $19.0K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 64 | $21.4K | 0.01% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 65 | $21.7K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 65 | $21.7K | 0.01% | +65 | New |
| Solstein Capital, LLC | 67 | $22.4K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 67 | $22.4K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 67 | $22.4K | 0.00% | +67 | New |
| Asset Management One Co.,Ltd. | 69 | $23.0K | 0.00% | −2,818−97.6% | Reduced |
| Colonial Trust Co | 70 | $23.1K | 0.00% | +8+12.9% | Added |
| Massmutual Trust Co FSB | 70 | $23.4K | 0.00% | +1+1.4% | Added |
| AllSquare Wealth Management LLC | 75 | $25.0K | 0.01% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 77 | $25.7K | 0.06% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 100 | $33.4K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 100 | $33.4K | 0.01% | +100 | New |
| Lindbrook Capital, LLC | 105 | $35.0K | 0.00% | −21−16.7% | Reduced |
| National Bank of Canada | 107 | $35.7K | 0.00% | −25−18.9% | Reduced |
| Ashton Thomas Securities, LLC | 112 | $37.4K | 0.01% | +112 | New |
| Daiwa Securities Group Inc. | 117 | $39.0K | 0.00% | −1,460−92.6% | Reduced |
| Cullen/Frost Bankers, Inc. | 120 | $40.1K | 0.00% | +4+3.4% | Added |
| FinTrust Capital Advisors, LLC | 136 | $45.4K | 0.01% | −8−5.6% | Reduced |
| Capital Performance Advisors LLP | 137 | $45.7K | 0.01% | +137 | New |
| Assetmark, Inc | 144 | $48.1K | 0.00% | −43−23.0% | Reduced |
| Gould Capital, LLC | 150 | $50.1K | 0.03% | 00.0% | Unchanged |
| IFP Advisors, Inc | 152 | $50.7K | 0.00% | −469−75.5% | Reduced |
| True Wealth Design, LLC | 169 | $56.4K | 0.02% | +168+16,800.0% | Added |
| Global Retirement Partners, LLC | 170 | $56.7K | 0.00% | +12+7.6% | Added |
| LRI Investments, LLC | 184 | $61.6K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 187 | $62.4K | 0.00% | −15−7.4% | Reduced |
| EMC Capital Management | 2,500 | $65.0K | 0.05% | +1,687+207.5% | Added |
| Catalyst Funds Management Pty Ltd | 200 | $66.8K | 0.01% | +200 | New |
| Northwest & Ethical Investments L.P. | 200 | $66.8K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 204 | $68.1K | 0.01% | −2−1.0% | Reduced |
| C M Bidwell & Associates Ltd | 208 | $69.4K | 0.04% | −37−15.1% | Reduced |
| GAMMA Investing LLC | 211 | $70.4K | 0.01% | −25−10.6% | Reduced |
| GeoWealth Management, LLC | 223 | $74.4K | 0.00% | +223 | New |
| Leonteq Securities AG | 228 | $76.1K | 0.01% | +49+27.4% | Added |
| CIBC Private Wealth Group, LLC | 237 | $79.1K | 0.00% | −161−40.5% | Reduced |
| Umb Bank N A | 271 | $90.5K | 0.00% | +178+191.4% | Added |
| Harbor Investment Advisory, LLC | 271 | $90.5K | 0.01% | +51+23.2% | Added |
| Federation des caisses Desjardins du Quebec | 278 | $92.8K | 0.00% | +18+6.9% | Added |
| Proequities, Inc. | 285 | $95.1K | 0.01% | −510−64.2% | Reduced |
| First Horizon Advisors, Inc. | 286 | $95.5K | 0.00% | −17−5.6% | Reduced |
| Park Place Capital Corp | 286 | $95.5K | 0.03% | +27+10.4% | Added |
| Principal Securities, Inc. | 292 | $97.5K | 0.00% | +45+18.2% | Added |
| Bartlett & Co. Wealth Management LLC | 317 | $105.8K | 0.00% | +22+7.5% | Added |
| Clearstead Advisors, LLC | 320 | $106.7K | 0.00% | −1−0.3% | Reduced |
| Plato Investment Management Ltd | 356 | $118.7K | 0.01% | −4−1.1% | Reduced |
| Central Trust Co | 370 | $123.5K | 0.00% | −64−14.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 373 | $124.5K | 0.00% | +148+65.8% | Added |
| State of Wyoming | 394 | $131.5K | 0.02% | +31+8.5% | Added |
| AdvisorNet Financial, Inc | 396 | $132.2K | 0.01% | +396 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 430 | $143.5K | 0.00% | 00.0% | Unchanged |