| Halbert Hargrove Global Advisors, LLC | 1 | $127 | 0.00% | +1 | New |
| TD Private Client Wealth LLC | 1 | $243 | 0.00% | −91−98.9% | Reduced |
| Sound Income Strategies, LLC | 1 | $243 | 0.00% | +1 | New |
| SJS Investment Consulting Inc. | 1 | $244 | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 2 | $486 | 0.00% | +2 | New |
| Zions Bancorporation, National Association | 2 | $486 | 0.00% | +2 | New |
| Golden State Wealth Management, LLC | 3 | $729 | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 3 | $729 | 0.00% | +3 | New |
| Addison Advisors LLC | 3 | $730 | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 348 | $973 | 0.00% | +315+954.5% | Added |
| Huntington National Bank | 4 | $973 | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 6 | $1.46K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 6 | $1.46K | 0.00% | +6 | New |
| CVA Family Office, LLC | 7 | $1.70K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 7 | $1.70K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 7 | $1.70K | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 8 | $1.95K | 0.00% | +8 | New |
| Parkside Financial Bank & Trust | 8 | $1.95K | 0.00% | +8 | New |
| GW&K Investment Management, LLC | 8 | $2.00K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 9 | $2.19K | 0.00% | +5+125.0% | Added |
| Whittier Trust Co of Nevada Inc | 10 | $2.43K | 0.00% | +3+42.9% | Added |
| WPG Advisers, LLC | 10 | $2.43K | 0.00% | −122−92.4% | Reduced |
| Berkshire Capital Holdings Inc | 10 | $2.43K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 13 | $3.16K | 0.00% | −8−38.1% | Reduced |
| Fairscale Capital, LLC | 15 | $3.65K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 19 | $4.62K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 20 | $4.86K | 0.00% | −3−13.0% | Reduced |
| TSFG, LLC | 21 | $5.00K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 23 | $5.59K | 0.00% | +8+53.3% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 26 | $6.00K | 0.00% | −7−21.2% | Reduced |
| Washington Trust Advisors, Inc. | 33 | $8.02K | 0.00% | −20−37.7% | Reduced |
| WealthCollab, LLC | 34 | $8.27K | 0.01% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 38 | $9.42K | 0.00% | +37+3,700.0% | Added |
| Bell Investment Advisors, Inc | 39 | $9.48K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 46 | $11.2K | 0.00% | +46 | New |
| VSM Wealth Advisory, LLC | 50 | $12.2K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 51 | $12.4K | 0.00% | +7+15.9% | Added |
| Principal Securities, Inc. | 53 | $12.5K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 55 | $13.4K | 0.00% | −7−11.3% | Reduced |
| Allworth Financial LP | 51 | $13.6K | 0.00% | +10+24.4% | Added |
| Quarry LP | 56 | $13.6K | 0.00% | −35−38.5% | Reduced |
| Lindbrook Capital, LLC | 60 | $14.6K | 0.00% | −9−13.0% | Reduced |
| Agur Provident & Training Funds Management Ltd | 63 | $15.0K | 0.01% | 00.0% | Unchanged |
| NBC Securities, Inc. | 73 | $17.0K | 0.00% | +73 | New |
| Smartleaf Asset Management LLC | 70 | $17.3K | 0.00% | −4−5.4% | Reduced |
| EverSource Wealth Advisors, LLC | 85 | $20.7K | 0.00% | −41−32.5% | Reduced |
| Massmutual Trust Co FSB | 87 | $21.2K | 0.00% | +22+33.8% | Added |
| Hazlett, Burt & Watson, Inc. | 100 | $24.0K | 0.01% | +100 | New |
| ASR Vermogensbeheer N.V. | 101 | $24.6K | 0.00% | +101 | New |
| Clear Street Markets LLC | 103 | $25.0K | 0.02% | +103 | New |
| Stonebridge Financial Group, LLC | 108 | $26.3K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 111 | $27.0K | 0.00% | +106+2,120.0% | Added |
| Grove Bank & Trust | 122 | $29.7K | 0.00% | +122 | New |
| Mirae Asset Global Investments Co., Ltd. | 124 | $30.6K | 0.00% | −150−54.7% | Reduced |
| Cromwell Holdings LLC | 156 | $37.9K | 0.02% | 00.0% | Unchanged |
| CWM, LLC | 160 | $39.0K | 0.00% | −107−40.1% | Reduced |
| Clearstead Advisors, LLC | 165 | $40.1K | 0.00% | −3−1.8% | Reduced |
| First Horizon Advisors, Inc. | 166 | $40.4K | 0.00% | +70+72.9% | Added |
| Ridgewood Investments LLC | 170 | $41.3K | 0.02% | 00.0% | Unchanged |
| Signaturefd, LLC | 217 | $52.7K | 0.00% | +73+50.7% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 221 | $53.7K | 0.00% | −162−42.3% | Reduced |
| Loomis Sayles & Co L P | 223 | $54.0K | 0.00% | +37+19.9% | Added |
| Farther Finance Advisors, LLC | 211 | $55.3K | 0.00% | +52+32.7% | Added |
| Tower Research Capital LLC (TRC) | 246 | $59.8K | 0.00% | +35+16.6% | Added |
| Arlington Trust Co LLC | 247 | $60.1K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 259 | $63.0K | 0.00% | −72−21.8% | Reduced |
| Opal Wealth Advisors, LLC | 263 | $64.0K | 0.02% | +263 | New |
| Versant Capital Management, Inc | 280 | $68.1K | 0.01% | +280 | New |
| IFP Advisors, Inc | 342 | $83.2K | 0.00% | −65−16.0% | Reduced |
| Newbridge Financial Services Group, Inc. | 370 | $90.0K | 0.02% | −118−24.2% | Reduced |
| Cloud Capital Management, LLC | 390 | $94.0K | 0.07% | +390 | New |
| Pacer Advisors, Inc. | 400 | $97.3K | 0.00% | +33+9.0% | Added |
| Johnson Financial Group, Inc. | 417 | $101.4K | 0.00% | +417 | New |
| Sandy Spring Bank | 450 | $109.4K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 455 | $110.6K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 455 | $110.6K | 0.00% | +170+59.6% | Added |
| Advisors Asset Management, Inc. | 468 | $113.8K | 0.00% | +14+3.1% | Added |
| Catalyst Capital Advisors LLC | 500 | $121.6K | 0.00% | +500 | New |
| Vestcor Inc | 536 | $130.0K | 0.00% | −66−11.0% | Reduced |
| New York State Common Retirement Fund | 547 | $133.0K | 0.00% | −24,006−97.8% | Reduced |
| Spire Wealth Management | 572 | $139.2K | 0.00% | +42+7.9% | Added |
| SRS Capital Advisors, Inc. | 576 | $140.1K | 0.01% | −24−4.0% | Reduced |
| Acadian Asset Management LLC | 617 | $149.0K | 0.00% | −208,406−99.7% | Reduced |
| Advisor Group Holdings, Inc. | 628 | $152.7K | 0.00% | −663−51.4% | Reduced |
| Larson Financial Group LLC | 628 | $152.7K | 0.01% | +24+4.0% | Added |
| Boston Private Wealth LLC | 640 | $155.6K | 0.01% | +640 | New |
| Credit Agricole S A | 700 | $170.2K | 0.00% | 00.0% | Unchanged |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 773 | $188.0K | 0.09% | 00.0% | Unchanged |
| Granite Group Advisors, LLC | 836 | $203.3K | 0.14% | +836 | New |
| Fox Run Management, L.L.C. | 847 | $206.0K | 0.03% | −394−31.7% | Reduced |
| APG Asset Management N.V. | 922 | $207.5K | 0.00% | −896−49.3% | Reduced |
| Clal Insurance Enterprises Holdings Ltd | 882 | $214.0K | 0.00% | 00.0% | Unchanged |
| Vontobel Holding Ltd. | 908 | $220.8K | 0.00% | +908 | New |
| TCG Advisory Services, LLC | 923 | $224.4K | 0.01% | +923 | New |
| Wiley Bros.-Aintree Capital, LLC | 919 | $227.0K | 0.00% | +919 | New |
| Financial Advocates Investment Management | 940 | $228.6K | 0.02% | −90−8.7% | Reduced |
| Mesirow Financial Investment Management, Inc. | 950 | $231.0K | 0.00% | +55+6.1% | Added |
| AssuredPartners Investment Advisors, LLC | 956 | $232.5K | 0.04% | −4−0.4% | Reduced |
| Park Avenue Securities LLC | 973 | $237.0K | 0.00% | −50−4.9% | Reduced |
| Gsa Capital Partners LLP | 978 | $238.0K | 0.02% | −112−10.3% | Reduced |
