| Global Financial Private Client, LLC | 2 | $717 | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Corsicana & Co. | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Surevest, LLC | 4 | $1.00K | 0.00% | +4 | New |
| Capital Advisors, Ltd. LLC | 2 | $1.00K | 0.00% | +2 | New |
| USA Financial Portformulas Corp | 2 | $1.00K | 0.00% | +2 | New |
| Center for Financial Planning, Inc. | 4 | $1.00K | 0.00% | +4 | New |
| Addison Advisors LLC | 3 | $1.00K | 0.00% | +3 | New |
| Beaird Harris Wealth Management, LLC | 2 | $1.00K | 0.00% | +2 | New |
| Eagle Bay Advisors LLC | 5 | $2.00K | 0.00% | −19−79.2% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 6 | $2.00K | 0.00% | −4−40.0% | Reduced |
| Macroview Investment Management LLC | 5 | $2.00K | 0.00% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 5 | $2.00K | 0.00% | +5 | New |
| Dark Forest Capital Management LP | 6 | $2.00K | 0.00% | +6 | New |
| West Paces Advisors Inc. | 8 | $2.87K | 0.00% | +1+14.3% | Added |
| Old North State Trust, LLC | 9 | $3.00K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 10 | $3.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 8 | $3.00K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co | 11 | $4.00K | 0.00% | −39−78.0% | Reduced |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 10 | $4.00K | 0.00% | −20−66.7% | Reduced |
| Newbridge Financial Services Group, Inc. | 10 | $4.00K | 0.00% | −3−23.1% | Reduced |
| Howe & Rusling Inc | 11 | $4.00K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 12 | $4.00K | 0.00% | 00.0% | Unchanged |
| Signet Financial Management, LLC | 12 | $4.00K | 0.00% | +12 | New |
| HighMark Wealth Management LLC | 11 | $4.00K | 0.00% | +11 | New |
| Tower View Investment Management & Research LLC | 15 | $5.00K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 13 | $5.00K | 0.00% | 00.0% | Unchanged |
| Lake Point Wealth Management | 15 | $5.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 15 | $5.00K | 0.00% | +15 | New |
| JNBA Financial Advisors | 14 | $5.00K | 0.00% | +14 | New |
| First Command Financial Services, Inc. | 14 | $5.00K | 0.00% | +14 | New |
| Schubert & Co | 13 | $5.00K | 0.01% | +13 | New |
| Washington Trust Advisors, Inc. | 14 | $5.00K | 0.00% | +14 | New |
| Financial Management Professionals, Inc. | 16 | $6.00K | 0.00% | −5−23.8% | Reduced |
| HWG Holdings LP | 16 | $6.00K | 0.00% | +16 | New |
| Raffa Wealth Management, LLC | 17 | $6.09K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 21 | $8.00K | 0.00% | +21 | New |
| Castle Financial & Retirement Planning Associates, Inc. | 25 | $8.00K | 0.03% | +25 | New |
| Bedel Financial Consulting, Inc. | 24 | $9.00K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 28 | $9.00K | 0.01% | +28 | New |
| Sutton Wealth Advisors Inc. | 27 | $9.68K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 28 | $10.0K | 0.00% | 00.0% | Unchanged |
| MUFG Americas Holdings Corp | 29 | $10.0K | 0.00% | +29 | New |
| Tradewinds Capital Management, LLC | 29 | $10.0K | 0.00% | +29 | New |
| Harbour Investments, Inc. | 30 | $11.0K | 0.00% | −47−61.0% | Reduced |
| Thompson Siegel & Walmsley LLC | 30 | $11.0K | 0.00% | 00.0% | Unchanged |
| Marshall Wace, LLP | 31 | $11.0K | 0.00% | +31 | New |
| Trustcore Financial Services, LLC | 34 | $12.0K | 0.00% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 33 | $12.0K | 0.01% | +33 | New |
| Sageworth Trust Co of South Dakota | 33 | $12.0K | 0.02% | +33 | New |
| Amplius Wealth Advisors, LLC | 34 | $12.0K | 0.00% | +34 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 36 | $13.0K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 38 | $14.0K | 0.00% | +4+11.8% | Added |
| MV Capital Management, Inc. | 42 | $15.0K | 0.00% | +6+16.7% | Added |
| American National Bank | 42 | $15.0K | 0.00% | +42 | New |
| RGT Wealth Advisors, LLC | 41 | $15.0K | 0.00% | +41 | New |
| EverSource Wealth Advisors, LLC | 40 | $15.0K | 0.00% | +40 | New |
| Lenox Wealth Advisors, LLC | 44 | $16.0K | 0.00% | −72−62.1% | Reduced |
| Jones Financial Companies LLLP | 45 | $16.0K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 45 | $16.0K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 46 | $16.0K | 0.02% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 50 | $18.0K | 0.00% | −27−35.1% | Reduced |
| Farmers & Merchants Investments Inc | 51 | $18.0K | 0.00% | 00.0% | Unchanged |
| Hanseatic Management Services Inc | 50 | $18.0K | 0.03% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 54 | $19.0K | 0.00% | +6+12.5% | Added |
| Glassman Wealth Services | 56 | $20.0K | 0.00% | +19+51.4% | Added |
| Lee Financial Co | 56 | $20.0K | 0.00% | +56 | New |
| Sargent Bickham Lagudis LLC | 58 | $21.0K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 62 | $22.0K | 0.01% | +1+1.6% | Added |
| TD Ameritrade Investment Management, LLC | 62 | $22.0K | 0.00% | +38+158.3% | Added |
| Benjamin Edwards Inc | 63 | $23.0K | 0.01% | +55+687.5% | Added |
| Ellevest, Inc. | 68 | $24.0K | 0.00% | −5−6.8% | Reduced |
| Valley National Advisers Inc | 75 | $27.0K | 0.00% | 00.0% | Unchanged |
| Leelyn Smith, LLC | 80 | $29.0K | 0.01% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 84 | $29.0K | 0.00% | +84 | New |
| CVA Family Office, LLC | 80 | $29.0K | 0.01% | +80 | New |
| Rise Advisors, LLC | 83 | $29.9K | 0.03% | +83 | New |
| Earnest Partners LLC | 88 | $32.0K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 88 | $32.0K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 99 | $35.0K | 0.01% | +2+2.1% | Added |
| Reilly Financial Advisors, LLC | 100 | $36.0K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 100 | $36.0K | 0.02% | 00.0% | Unchanged |
| HC Financial Advisors Inc | 102 | $37.0K | 0.02% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 103 | $37.0K | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 103 | $37.0K | 0.00% | +103 | New |
| Operose Advisors LLC | 110 | $39.0K | 0.03% | +110 | New |
| Global Wealth Management Investment Advisory, Inc. | 112 | $40.0K | 0.01% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 112 | $40.0K | 0.01% | +112 | New |
| McDonald Partners LLC | 115 | $41.2K | 0.04% | +115 | New |
| Absolute Capital Management, LLC | 115 | $41.2K | 0.04% | +115 | New |
| GPS Wealth Strategies Group, LLC | 118 | $42.0K | 0.01% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 119 | $43.0K | 0.01% | +42+54.5% | Added |
| Salem Investment Counselors Inc | 125 | $45.0K | 0.00% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 125 | $45.0K | 0.02% | +125 | New |
| Cambridge Trust Co | 127 | $46.0K | 0.00% | +127 | New |
| Tyler-Stone Wealth Management | 127 | $46.0K | 0.02% | +127 | New |
| Emerald Advisers, LLC | 130 | $47.0K | 0.00% | +130 | New |
| Seldon Capital LP | 132 | $47.0K | 0.03% | +132 | New |
| Cohen & Steers, Inc. | 135 | $48.0K | 0.00% | +19+16.4% | Added |
| Brown Brothers Harriman & Co | 134 | $48.0K | 0.00% | +87+185.1% | Added |