| Lazard Asset Management LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 2 | $0 | 0.00% | +2 | New |
| EverSource Wealth Advisors, LLC | 0 | $86 | 0.00% | 0 | New |
| Gradient Investments LLC | 1 | $342 | 0.00% | 00.0% | Unchanged |
| Gordian Capital Singapore Pte Ltd | 1 | $342 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 2 | $685 | 0.00% | −49−96.1% | Reduced |
| Baldwin Brothers Inc | 2 | $685 | 0.00% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 2 | $685 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 2 | $685 | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 2 | $685 | 0.00% | +2 | New |
| Bessemer Group Inc | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 5 | $1.00K | 0.00% | −2−28.6% | Reduced |
| PEAK6 Investments LLC | 3 | $1.00K | 0.00% | +3 | New |
| Raffa Wealth Management, LLC | 3 | $1.03K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 3 | $1.03K | 0.00% | 00.0% | Unchanged |
| Worth Asset Management, LLC | 3 | $1.03K | 0.00% | +3 | New |
| Versant Capital Management, Inc | 4 | $1.37K | 0.00% | +1+33.3% | Added |
| AdvisorNet Financial, Inc | 5 | $1.71K | 0.00% | −90−94.7% | Reduced |
| Institutional & Family Asset Management, LLC | 5 | $1.71K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 5 | $1.71K | 0.00% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 5 | $1.71K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 6 | $2.06K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 10 | $2.99K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 9 | $3.08K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 10 | $3.42K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 11 | $3.77K | 0.00% | +11 | New |
| Harvest Fund Management Co., Ltd | 13 | $4.00K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 12 | $4.11K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 13 | $4.45K | 0.00% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 13 | $4.45K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 16 | $5.48K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 17 | $5.82K | 0.00% | +13+325.0% | Added |
| Raleigh Capital Management Inc. | 18 | $6.16K | 0.00% | +18 | New |
| Glen Eagle Advisors, LLC | 19 | $6.51K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 19 | $6.51K | 0.00% | +19 | New |
| Rosenberg Matthew Hamilton | 21 | $7.19K | 0.00% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 21 | $7.19K | 0.00% | +14+200.0% | Added |
| Global Retirement Partners, LLC | 22 | $7.53K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 23 | $8.00K | 0.00% | 00.0% | Unchanged |
| Stonehage Fleming Financial Services Holdings Ltd | 32 | $8.87K | 0.00% | +32 | New |
| Cary Street Partner Investment Advisory LLC | 27 | $9.24K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 27 | $9.24K | 0.00% | +10+58.8% | Added |
| Financial Management Professionals, Inc. | 30 | $10.0K | 0.00% | 00.0% | Unchanged |
| Central Bank & Trust Co | 30 | $10.3K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 30 | $10.3K | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 31 | $10.6K | 0.00% | 00.0% | Unchanged |
| Turim 21 Investimentos Ltda. | 35 | $12.0K | 0.01% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 36 | $12.0K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 37 | $12.7K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 38 | $13.0K | 0.01% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 44 | $15.0K | 0.00% | −44−50.0% | Reduced |
| Teachers Retirement System of the State of Kentucky | 48 | $16.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 49 | $16.8K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 51 | $17.0K | 0.00% | +51 | New |
| Edmond de Rothschild Holding S.A. | 50 | $17.1K | 0.00% | +50 | New |
| Signaturefd, LLC | 54 | $18.5K | 0.00% | +20+58.8% | Added |
| Northwestern Mutual Wealth Management Co | 59 | $20.2K | 0.00% | −211−78.1% | Reduced |
| Larson Financial Group LLC | 62 | $21.2K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 68 | $23.3K | 0.01% | +68 | New |
| Hoey Investments, Inc | 80 | $27.4K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 100 | $34.2K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 100 | $34.2K | 0.02% | 00.0% | Unchanged |
| Ci Investments Inc. | 111 | $38.0K | 0.00% | −48−30.2% | Reduced |
| C M Bidwell & Associates Ltd | 118 | $40.4K | 0.03% | +118 | New |
| Central Trust Co | 127 | $43.5K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 154 | $52.7K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 166 | $56.8K | 0.01% | 00.0% | Unchanged |
| Credit Agricole S A | 170 | $58.2K | 0.00% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 200 | $68.5K | 0.04% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 219 | $75.0K | 0.03% | +219 | New |
| FNY Investment Advisers, LLC | 220 | $75.0K | 0.10% | +120+120.0% | Added |
| US Bancorp | 282 | $96.6K | 0.00% | +27+10.6% | Added |
| CWM, LLC | 301 | $103.0K | 0.00% | +93+44.7% | Added |
| Allworth Financial LP | 322 | $110.3K | 0.00% | 00.0% | Unchanged |
| Close Asset Management Ltd | 357 | $122.0K | 0.01% | +44+14.1% | Added |
| Federation des caisses Desjardins du Quebec | 369 | $126.4K | 0.00% | +150+68.5% | Added |
| Great West Life Assurance Co | 429 | $148.0K | 0.00% | −2−0.5% | Reduced |
| Allspring Global Investments Holdings, LLC | 534 | $182.9K | 0.00% | +99+22.8% | Added |
| GWM Advisors LLC | 542 | $185.6K | 0.00% | −178−24.7% | Reduced |
| IFP Advisors, Inc | 1,471 | $191.9K | 0.01% | −50−3.3% | Reduced |
| Nisa Investment Advisors, LLC | 575 | $196.9K | 0.00% | +65+12.7% | Added |
| QCM Cayman, Ltd. | 589 | $201.7K | 1.19% | −206−25.9% | Reduced |
| Vontobel Holding Ltd. | 596 | $204.1K | 0.00% | +596 | New |
| Silvercrest Asset Management Group LLC | 600 | $205.5K | 0.00% | +600 | New |
| Metropolitan Life Insurance Co | 604 | $206.8K | 0.01% | +83+15.9% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 611 | $209.2K | 0.00% | −227−27.1% | Reduced |
| Financial Advocates Investment Management | 643 | $220.2K | 0.02% | +643 | New |
| Xponance, Inc. | 651 | $222.9K | 0.00% | +651 | New |
| Cetera Advisor Networks LLC | 672 | $230.1K | 0.00% | +672 | New |
| Newbridge Financial Services Group, Inc. | 688 | $235.6K | 0.12% | +20+3.0% | Added |
| Stratos Wealth Partners, LTD. | 696 | $238.3K | 0.01% | −30−4.1% | Reduced |
| STRS Ohio | 700 | $239.0K | 0.00% | +700 | New |
| Arrowroot Family Office, LLC | 722 | $247.2K | 0.19% | −692−48.9% | Reduced |
| Tobam | 733 | $251.0K | 0.02% | −135−15.6% | Reduced |
| Gladstone Institutional Advisory LLC | 746 | $255.4K | 0.02% | +746 | New |
| Verus Capital Partners, LLC | 758 | $259.6K | 0.04% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 696 | $263.0K | 0.00% | +696 | New |
| Flaharty Asset Management, LLC | 784 | $268.5K | 0.05% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 790 | $270.5K | 0.01% | −20−2.5% | Reduced |
