| Cullen/Frost Bankers, Inc. | 0 | $2 | 0.00% | −36−100.0% | Reduced |
| Bay Harbor Wealth Management, LLC | 1 | $406 | 0.00% | +1 | New |
| Sachetta, LLC | 1 | $407 | 0.00% | −2−66.7% | Reduced |
| Rakuten Securities, Inc. | 1 | $407 | 0.00% | −1−50.0% | Reduced |
| Manchester Capital Management LLC | 1 | $407 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $407 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 1 | $407 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 1 | $407 | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 1 | $407 | 0.00% | +1 | New |
| Stephens Consulting, LLC | 1 | $407 | 0.00% | +1 | New |
| Bell Investment Advisors, Inc | 2 | $814 | 0.00% | −4−66.7% | Reduced |
| Bruce G. Allen Investments, LLC | 2 | $814 | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 2 | $814 | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 2 | $814 | 0.00% | +2 | New |
| Legacy Investment Solutions, LLC | 2 | $814 | 0.00% | +2 | New |
| Winch Advisory Services, LLC | 2 | $815 | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 2 | $816 | 0.00% | +2 | New |
| ORG Partners LLC | 2 | $833 | 0.00% | 00.0% | Unchanged |
| PEAK6 LLC | 3 | $1.20K | 0.00% | +3 | New |
| Peterson Wealth Services | 3 | $1.22K | 0.00% | −1,194−99.7% | Reduced |
| Leonteq Securities AG | 3 | $1.22K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 3 | $1.22K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 3 | $1.22K | 0.00% | +1+50.0% | Added |
| SJS Investment Consulting Inc. | 3 | $1.22K | 0.00% | −2−40.0% | Reduced |
| Park Place Capital Corp | 3 | $1.25K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 5 | $2.03K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 6 | $2.34K | 0.00% | +6 | New |
| Private Wealth Management Group, LLC | 6 | $2.44K | 0.00% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 8 | $3.25K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 8 | $3.25K | 0.00% | +8 | New |
| Glen Eagle Advisors, LLC | 8 | $3.39K | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 9 | $3.66K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 10 | $4.07K | 0.00% | +10 | New |
| Medallion Wealth Advisors, LLC | 10 | $4.17K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 11 | $4.47K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 14 | $5.70K | 0.00% | 00.0% | Unchanged |
| Copia Wealth Management | 15 | $6.10K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 15 | $6.10K | 0.00% | +2+15.4% | Added |
| Quest Partners LLC | 17 | $6.92K | 0.00% | 00.0% | Unchanged |
| Accent Capital Management, LLC | 17 | $6.92K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 18 | $7.00K | 0.00% | +13+260.0% | Added |
| Smithfield Trust Co | 20 | $8.00K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 24 | $9.76K | 0.00% | +24 | New |
| CoreCap Advisors, LLC | 26 | $10.6K | 0.00% | +20+333.3% | Added |
| Skopos Labs, Inc. | 27 | $10.7K | 0.00% | +15+125.0% | Added |
| Sterling Capital Management LLC | 27 | $11.0K | 0.00% | −35−56.5% | Reduced |
| Ancora Advisors, LLC | 27 | $11.0K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 30 | $11.3K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 29 | $11.8K | 0.00% | −2,333−98.8% | Reduced |
| Financial Management Professionals, Inc. | 29 | $11.8K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 31 | $12.6K | 0.00% | −38−55.1% | Reduced |
| WPG Advisers, LLC | 33 | $13.4K | 0.01% | −69−67.6% | Reduced |
| Private Trust Co NA | 36 | $14.6K | 0.00% | +2+5.9% | Added |
| Rise Advisors, LLC | 37 | $15.2K | 0.01% | 00.0% | Unchanged |
| Solstein Capital, LLC | 38 | $15.5K | 0.01% | +38 | New |
| Huntington National Bank | 38 | $15.5K | 0.00% | −24−38.7% | Reduced |
| First United Bank Trust | 40 | $16.3K | 0.01% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 40 | $16.3K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 42 | $17.1K | 0.00% | −1−2.3% | Reduced |
| Coastline Trust Co | 42 | $17.1K | 0.00% | 00.0% | Unchanged |
| Alpine Bank Wealth Management | 44 | $17.9K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 51 | $20.7K | 0.00% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 51 | $20.7K | 0.01% | +51 | New |
| Massmutual Trust Co FSB | 53 | $21.6K | 0.00% | −13−19.7% | Reduced |
| Optiver Holding B.V. | 55 | $22.4K | 0.00% | −3−5.2% | Reduced |
| GW&K Investment Management, LLC | 57 | $23.0K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 60 | $24.4K | 0.00% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 61 | $24.8K | 0.01% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 65 | $26.4K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 65 | $26.4K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 67 | $27.3K | 0.00% | −56−45.5% | Reduced |
| Parkside Financial Bank & Trust | 67 | $27.3K | 0.00% | −7−9.5% | Reduced |
| EverSource Wealth Advisors, LLC | 68 | $27.7K | 0.00% | +55+423.1% | Added |
| Ameritas Advisory Services, LLC | 71 | $28.7K | 0.00% | +71 | New |
| V-Square Quantitative Management LLC | 73 | $29.7K | 0.00% | −27−27.0% | Reduced |
| Clark Wealth Partners | 80 | $32.5K | 0.02% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 81 | $33.0K | 0.00% | +77+1,925.0% | Added |
| Hemington Wealth Management | 83 | $33.0K | 0.00% | −3−3.5% | Reduced |
| Community Bank, N.A. | 82 | $33.4K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 84 | $34.2K | 0.01% | −19−18.4% | Reduced |
| Webster Bank, N. A. | 88 | $35.8K | 0.00% | +8+10.0% | Added |
| Covestor Ltd | 89 | $36.0K | 0.02% | +46+107.0% | Added |
| JFS Wealth Advisors, LLC | 91 | $37.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 93 | $37.8K | 0.00% | −175−65.3% | Reduced |
| Costello Asset Management, INC | 100 | $40.7K | 0.02% | 00.0% | Unchanged |
| Byrne Asset Management LLC | – | $40.7K | 0.03% | – | – |
| Brown, Lisle/Cummings, Inc. | 102 | $41.5K | 0.01% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 90 | $42.0K | 0.04% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 106 | $43.1K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 109 | $44.3K | 0.00% | −3−2.7% | Reduced |
| Farther Finance Advisors, LLC | 117 | $47.6K | 0.00% | −40−25.5% | Reduced |
| WD Rutherford LLC | 121 | $49.2K | 0.02% | +121 | New |
| Clearstead Advisors, LLC | 122 | $49.6K | 0.00% | +80+190.5% | Added |
| Delta Asset Management LLC | 127 | $51.7K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 129 | $52.4K | 0.01% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 129 | $52.5K | 0.00% | −49,633−99.7% | Reduced |
| Geneos Wealth Management Inc. | 137 | $55.7K | 0.00% | −1−0.7% | Reduced |
| Versant Capital Management, Inc | 147 | $59.8K | 0.01% | −6−3.9% | Reduced |
| TD Waterhouse Canada Inc. | 160 | $66.6K | 0.00% | −175−52.2% | Reduced |
| Headlands Technologies LLC | 164 | $66.7K | 0.01% | +164 | New |