| Farmers & Merchants Investments Inc | 2 | $0 | 0.00% | −11−84.6% | Reduced |
| Financial Management Professionals, Inc. | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 2 | $1.00K | 0.00% | −1−33.3% | Reduced |
| Prestige Wealth Management Group LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 5 | $1.00K | 0.00% | +5 | New |
| Raffa Wealth Management, LLC | 8 | $1.91K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 7 | $2.00K | 0.00% | −39−84.8% | Reduced |
| HM Payson & Co | 8 | $2.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 9 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 9 | $2.00K | 0.00% | +9 | New |
| Cordant, Inc. | 8 | $2.00K | 0.00% | +8 | New |
| Bartlett & Co. Wealth Management LLC | 9 | $2.14K | 0.00% | +9 | New |
| Geneos Wealth Management Inc. | 15 | $3.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 12 | $3.00K | 0.00% | −2−14.3% | Reduced |
| Lindbrook Capital, LLC | 11 | $3.00K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 12 | $3.00K | 0.00% | +12 | New |
| Red Tortoise LLC | 13 | $3.00K | 0.00% | +13 | New |
| National Pension Service | 17 | $4.00K | 0.00% | −7,363−99.8% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 18 | $4.00K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 16 | $4.00K | 0.00% | 00.0% | Unchanged |
| Better Money Decisions, LLC | 16 | $4.00K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 22 | $5.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 23 | $5.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 19 | $5.00K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 23 | $5.00K | 0.00% | +23 | New |
| Benjamin F. Edwards & Company, Inc. | 24 | $6.00K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 31 | $7.00K | 0.00% | +2+6.9% | Added |
| Front Row Advisors LLC | 33 | $8.00K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 35 | $8.34K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 44 | $10.0K | 0.00% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 43 | $10.0K | 0.02% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 41 | $10.0K | 0.00% | +26+173.3% | Added |
| Dark Forest Capital Management LP | 44 | $10.0K | 0.00% | +44 | New |
| Bell Investment Advisors, Inc | 42 | $10.0K | 0.00% | +42 | New |
| D'Orazio & Associates, Inc. | 45 | $11.0K | 0.00% | +45 | New |
| Brown Brothers Harriman & Co | 50 | $12.0K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 52 | $12.0K | 0.01% | 00.0% | Unchanged |
| Solstein Capital, LLC | 49 | $12.0K | 0.01% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 55 | $13.0K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 55 | $13.0K | 0.01% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 56 | $13.0K | 0.00% | +56 | New |
| FourThought Financial, LLC | 65 | $15.0K | 0.00% | −5−7.1% | Reduced |
| Smithfield Trust Co | 71 | $16.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 72 | $17.0K | 0.00% | +8+12.5% | Added |
| Jacobi Capital Management LLC | 73 | $17.0K | 0.00% | +73 | New |
| Meeder Asset Management Inc | 84 | $20.0K | 0.00% | +37+78.7% | Added |
| Lee Financial Co | 88 | $21.0K | 0.00% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 100 | $24.0K | 0.00% | −500−83.3% | Reduced |
| JJJ Advisors Inc. | 99 | $24.0K | 0.01% | +15+17.9% | Added |
| Fuller & Thaler Asset Management, Inc. | 105 | $25.0K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 104 | $25.0K | 0.02% | +60+136.4% | Added |
| Spire Wealth Management | 111 | $26.0K | 0.00% | +38+52.1% | Added |
| CX Institutional | 115 | $27.0K | 0.00% | 00.0% | Unchanged |
| BBVA USA | 126 | $30.0K | 0.00% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 121 | $31.0K | 0.01% | +113+1,412.5% | Added |
| Capital Analysts, LLC | 131 | $31.0K | 0.00% | +131 | New |
| Private Capital Group, LLC | 134 | $32.0K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 139 | $33.0K | 0.00% | +67+93.1% | Added |
| Zions Bancorporation, N.A. | 149 | $35.0K | 0.00% | 00.0% | Unchanged |
| Sonora Investment Management, LLC | 150 | $36.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 159 | $38.0K | 0.01% | +59+59.0% | Added |
| Artemis Wealth Advisors, LLC | 169 | $40.0K | 0.01% | +169 | New |
| Bessemer Group Inc | 172 | $41.0K | 0.00% | +172 | New |
| Achmea Investment Management B.V. | 176 | $42.0K | 0.00% | +176 | New |
| Gemmer Asset Management LLC | 195 | $46.0K | 0.01% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 200 | $48.0K | 0.03% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 225 | $52.0K | 0.00% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 220 | $52.0K | 0.00% | +30+15.8% | Added |
| Federation des caisses Desjardins du Quebec | 226 | $53.8K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 268 | $64.0K | 0.00% | −58−17.8% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 274 | $65.3K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 295 | $70.0K | 0.01% | −44−13.0% | Reduced |
| Sageworth Trust Co | 320 | $76.0K | 0.01% | 00.0% | Unchanged |
| Leonteq Securities AG | 331 | $78.8K | 0.00% | −37−10.1% | Reduced |
| Whittier Trust Co | 337 | $80.0K | 0.00% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 341 | $81.0K | 0.05% | +221+184.2% | Added |
| American Portfolios Advisors | 344 | $81.9K | 0.00% | −4−1.1% | Reduced |
| Consolidated Planning Corp | 348 | $83.0K | 0.05% | +348 | New |
| Archer Investment Corp | 367 | $87.4K | 0.03% | 00.0% | Unchanged |
| Signaturefd, LLC | 369 | $88.0K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 399 | $93.0K | 0.00% | +318+392.6% | Added |
| Eaton Vance Management | 880 | $119.0K | 0.00% | −414−32.0% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 517 | $123.0K | 0.02% | 00.0% | Unchanged |
| First Mercantile Trust Co | 530 | $126.0K | 0.02% | −40−7.0% | Reduced |
| Capital Advisors, Ltd. LLC | 564 | $134.0K | 0.02% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 565 | $135.0K | 0.06% | +565 | New |
| Ci Investments Inc. | 632 | $151.0K | 0.00% | −8−1.3% | Reduced |
| Koshinski Asset Management, Inc. | 648 | $154.3K | 0.01% | +648 | New |
| Skylands Capital, LLC | 650 | $155.0K | 0.02% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 692 | $165.0K | 0.04% | 00.0% | Unchanged |
| IFP Advisors, Inc | 747 | $177.0K | 0.00% | −7−0.9% | Reduced |
| Ellis Investment Partners, LLC | 760 | $180.0K | 0.05% | 00.0% | Unchanged |
| Fifth Third Bancorp | 781 | $186.0K | 0.00% | −372−32.3% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 810 | $193.0K | 0.03% | +810 | New |
| Institutional & Family Asset Management, LLC | 854 | $203.0K | 0.03% | +29+3.5% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 855 | $204.0K | 0.01% | +855 | New |
| Golden State Wealth Management, LLC | 857 | $204.0K | 0.04% | +857 | New |