| Geneos Wealth Management Inc. | 1 | $1.00K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 1 | $1.00K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 1 | $1.70K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 1 | $1.70K | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 1 | $2.00K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 1 | $2.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 1 | $2.00K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 1 | $2.00K | 0.00% | +1 | New |
| Capital Advisors, Ltd. LLC | 1 | $2.00K | 0.00% | +1 | New |
| Core Alternative Capital | 1 | $2.00K | 0.00% | +1 | New |
| Morton Brown Family Wealth, LLC | 1 | $2.00K | 0.00% | +1 | New |
| Washington Trust Co | 2 | $3.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 2 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 2 | $3.00K | 0.00% | 00.0% | Unchanged |
| True Link Financial Advisors, LLC | 2 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 2 | $3.00K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 2 | $3.00K | 0.00% | +2 | New |
| JNBA Financial Advisors | 2 | $3.00K | 0.00% | +2 | New |
| Accel Wealth Management | 2 | $3.00K | 0.00% | +2 | New |
| Tarbox Family Office, Inc. | 3 | $5.00K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 3 | $5.00K | 0.00% | +3 | New |
| JFS Wealth Advisors, LLC | 3 | $5.00K | 0.00% | +3 | New |
| Vectors Research Management, LLC | 3 | $5.00K | 0.00% | +3 | New |
| Sierra Capital LLC | 3 | $5.00K | 0.00% | +3 | New |
| FourThought Financial, LLC | 4 | $7.00K | 0.00% | −9−69.2% | Reduced |
| JJJ Advisors Inc. | 4 | $7.00K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 4 | $7.00K | 0.00% | +4 | New |
| Schubert & Co | 4 | $7.00K | 0.01% | +4 | New |
| Creative Financial Designs Inc | 5 | $8.00K | 0.00% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 5 | $8.00K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 5 | $8.00K | 0.00% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 5 | $8.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 5 | $8.00K | 0.00% | +1+25.0% | Added |
| Plante Moran Financial Advisors, LLC | 5 | $8.00K | 0.00% | +5 | New |
| Patriot Financial Group Insurance Agency, LLC | 5 | $8.00K | 0.00% | +5 | New |
| Zions Bancorporation, N.A. | 6 | $10.0K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 7 | $12.0K | 0.00% | −5−41.7% | Reduced |
| MV Capital Management, Inc. | 7 | $12.0K | 0.00% | +4+133.3% | Added |
| Dark Forest Capital Management LP | 8 | $14.0K | 0.01% | −4−33.3% | Reduced |
| FinTrust Capital Advisors, LLC | 8 | $14.0K | 0.00% | 00.0% | Unchanged |
| Signet Financial Management, LLC | 8 | $14.0K | 0.00% | +8 | New |
| Allworth Financial LP | 9 | $15.0K | 0.00% | +1+12.5% | Added |
| Optiver Holding B.V. | 9 | $15.0K | 0.00% | +8+800.0% | Added |
| Lee Financial Co | 9 | $15.0K | 0.00% | +9 | New |
| Earnest Partners LLC | 10 | $17.0K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 10 | $17.0K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co | 11 | $19.0K | 0.00% | −39−78.0% | Reduced |
| Harbor Investment Advisory, LLC | 11 | $19.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 11 | $19.0K | 0.00% | +11 | New |
| Newbridge Financial Services Group, Inc. | 12 | $20.0K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 12 | $20.0K | 0.00% | +3+33.3% | Added |
| Carroll Financial Associates, Inc. | 13 | $21.0K | 0.00% | 00.0% | Unchanged |
| Hanseatic Management Services Inc | 13 | $22.0K | 0.04% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 13 | $22.1K | 0.00% | +1+8.3% | Added |
| Fuller & Thaler Asset Management, Inc. | 15 | $25.0K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 15 | $25.0K | 0.01% | +15 | New |
| Rockbridge Investment Management, LCC | 15 | $25.0K | 0.00% | +15 | New |
| Eagle Bay Advisors LLC | 17 | $29.0K | 0.02% | −9−34.6% | Reduced |
| Charter Oak Capital Management, LLC | 17 | $29.0K | 0.00% | −3−15.0% | Reduced |
| Clearstead Advisors, LLC | 17 | $29.0K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 17 | $29.0K | 0.01% | 00.0% | Unchanged |
| Private Capital Group, LLC | 17 | $29.0K | 0.01% | 00.0% | Unchanged |
| American National Bank | 17 | $29.0K | 0.01% | +2+13.3% | Added |
| Harding Loevner LP | 19 | $32.0K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 20 | $34.0K | 0.02% | −30−60.0% | Reduced |
| TCI Wealth Advisors, Inc. | 22 | $37.0K | 0.01% | −3−12.0% | Reduced |
| Stonebridge Capital Advisors LLC | 23 | $39.0K | 0.00% | 00.0% | Unchanged |
| Amplius Wealth Advisors, LLC | 23 | $39.0K | 0.01% | +23 | New |
| Geo Capital Gestora de Recursos Ltd | 26 | $44.0K | 0.02% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 27 | $46.0K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 30 | $51.0K | 0.00% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 30 | $51.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 30 | $51.0K | 0.01% | 00.0% | Unchanged |
| Glassman Wealth Services | 30 | $51.0K | 0.01% | +11+57.9% | Added |
| Key Financial Inc | 31 | $53.0K | 0.03% | 00.0% | Unchanged |
| Sageworth Trust Co of South Dakota | 33 | $56.0K | 0.09% | +33 | New |
| Cambridge Trust Co | 37 | $63.0K | 0.00% | +37 | New |
| Alpha Paradigm Partners, LLC | 38 | $64.0K | 0.03% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 44 | $75.0K | 0.02% | +44 | New |
| McCarthy Asset Management, Inc. | 47 | $80.0K | 0.06% | −17−26.6% | Reduced |
| Newfound Research LLC | 47 | $80.0K | 0.10% | +6+14.6% | Added |
| Dougherty Wealth Advisers LLC | 49 | $83.0K | 0.12% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 50 | $85.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 51 | $87.0K | 0.00% | −1−1.9% | Reduced |
| Covestor Ltd | 55 | $95.0K | 0.13% | +55 | New |
| Trustcore Financial Services, LLC | 59 | $100.0K | 0.01% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 60 | $102.0K | 0.02% | −35−36.8% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 61 | $104.0K | 0.00% | −789−92.8% | Reduced |
| PFG Private Wealth Management, LLC | 63 | $107.0K | 0.06% | +6+10.5% | Added |
| Natixis Investment Managers International | 74 | $125.0K | 0.01% | −33−30.8% | Reduced |
| SRS Capital Advisors, Inc. | 75 | $127.0K | 0.02% | −4−5.1% | Reduced |
| Altshuler Shaham Ltd | 80 | $136.0K | 0.00% | −2−2.4% | Reduced |
| Gemmer Asset Management LLC | 82 | $139.0K | 0.02% | 00.0% | Unchanged |
| Arlington Partners LLC | 83 | $141.0K | 0.04% | +83 | New |
| Marquette Asset Management, LLC | 84 | $143.0K | 0.03% | 00.0% | Unchanged |
| Fred Alger Management, LLC | 84 | $143.0K | 0.00% | +36+75.0% | Added |
| Smithfield Trust Co | 84 | $144.0K | 0.01% | 00.0% | Unchanged |
| Ellevest, Inc. | 91 | $154.0K | 0.01% | −2−2.2% | Reduced |
| Assetmark, Inc | 93 | $158.0K | 0.00% | +71+322.7% | Added |
| Washington Trust Advisors, Inc. | 98 | $166.0K | 0.01% | +98 | New |