| Huntington National Bank | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Meridian Wealth Partners, LLC | 1 | $0 | 0.00% | +1 | New |
| Harvest Fund Management Co., Ltd | 9 | $1.00K | 0.00% | −97−91.5% | Reduced |
| Lee Financial Co | 4 | $1.00K | 0.00% | −4−50.0% | Reduced |
| Cutler Group LP | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 3 | $1.00K | 0.00% | +3 | New |
| Total Clarity Wealth Management, Inc. | 5 | $1.00K | 0.00% | +5 | New |
| Raffa Wealth Management, LLC | 6 | $1.03K | 0.00% | 00.0% | Unchanged |
| Hudock, Inc. | 14 | $2.00K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 9 | $2.00K | 0.00% | −6−40.0% | Reduced |
| Ossiam | 11 | $2.00K | 0.00% | 00.0% | Unchanged |
| Markston International LLC | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 9 | $2.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 13 | $2.00K | 0.00% | +4+44.4% | Added |
| Adirondack Trust Co | 17 | $3.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 17 | $3.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 20 | $3.00K | 0.00% | +3+17.6% | Added |
| Sittner & Nelson, LLC | 20 | $3.00K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 25 | $4.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 23 | $4.00K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 23 | $4.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 31 | $5.00K | 0.00% | −4−11.4% | Reduced |
| Earnest Partners LLC | 27 | $5.00K | 0.00% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 29 | $5.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 30 | $5.00K | 0.00% | +30 | New |
| Wealth Quarterback LLC | 31 | $6.00K | 0.00% | +1+3.3% | Added |
| Baldwin Brothers Inc | 36 | $6.00K | 0.00% | +11+44.0% | Added |
| Firestone Capital Management | 27 | $6.00K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 37 | $6.33K | 0.00% | 00.0% | Unchanged |
| Stonebridge Financial Planning Group, LLC | 38 | $7.00K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 48 | $8.00K | 0.00% | −2−4.0% | Reduced |
| Meeder Asset Management Inc | 46 | $8.00K | 0.00% | −1−2.1% | Reduced |
| Gemmer Asset Management LLC | 44 | $8.00K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 44 | $8.00K | 0.00% | +3+7.3% | Added |
| Berman Capital Advisors, LLC | 53 | $9.00K | 0.00% | −67−55.8% | Reduced |
| Plante Moran Financial Advisors, LLC | 50 | $9.00K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 50 | $9.00K | 0.00% | +14+38.9% | Added |
| Jacobi Capital Management LLC | 50 | $9.00K | 0.00% | +50 | New |
| Federation des caisses Desjardins du Quebec | 60 | $10.3K | 0.00% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 70 | $12.0K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 74 | $12.7K | 0.00% | −18−19.6% | Reduced |
| Signaturefd, LLC | 74 | $13.0K | 0.00% | −21−22.1% | Reduced |
| Webster Bank, N. A. | 78 | $13.0K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 75 | $13.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 102 | $17.0K | 0.00% | −16−13.6% | Reduced |
| BDO Wealth Advisors, LLC | 100 | $17.0K | 0.00% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 100 | $17.0K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 98 | $17.0K | 0.01% | 00.0% | Unchanged |
| Gerber Kawasaki Wealth & Investment Management | 100 | $17.0K | 0.00% | +100 | New |
| Jackson, Grant Investment Advisers, Inc. | 106 | $18.0K | 0.01% | 00.0% | Unchanged |
| Better Money Decisions, LLC | 107 | $18.0K | 0.01% | 00.0% | Unchanged |
| FourThought Financial, LLC | 106 | $18.0K | 0.00% | 00.0% | Unchanged |
| Asset Management One Co.,Ltd. | 109 | $18.0K | 0.00% | +109 | New |
| Benjamin F. Edwards & Company, Inc. | 115 | $20.0K | 0.00% | 00.0% | Unchanged |
| McCarthy Asset Management, Inc. | 136 | $23.0K | 0.02% | −103−43.1% | Reduced |
| Itau Unibanco Holding S.A. | 133 | $23.0K | 0.00% | +133 | New |
| First Horizon Advisors, Inc. | 151 | $24.0K | 0.00% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 151 | $26.0K | 0.00% | 00.0% | Unchanged |
| Covington Capital Management | 150 | $26.0K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 150 | $26.0K | 0.00% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 190 | $32.0K | 0.02% | −110−36.7% | Reduced |
| Bedel Financial Consulting, Inc. | 202 | $34.0K | 0.01% | 00.0% | Unchanged |
| Resources Management Corp | 200 | $34.0K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 200 | $34.0K | 0.02% | 00.0% | Unchanged |
| Cahill Financial Advisors Inc | 200 | $34.0K | 0.01% | +200 | New |
| First Quadrant L P | 208 | $36.0K | 0.00% | +208 | New |
| Massmutual Trust Co FSB | 220 | $38.0K | 0.00% | −4−1.8% | Reduced |
| Ci Investments Inc. | 240 | $41.0K | 0.00% | −14,501−98.4% | Reduced |
| Arlington Partners LLC | 237 | $41.0K | 0.01% | +237 | New |
| O'Shaughnessy Asset Management, LLC | 256 | $44.0K | 0.00% | +24+10.3% | Added |
| Proequities, Inc. | 275 | $47.0K | 0.00% | +45+19.6% | Added |
| Baystate Wealth Management LLC | 277 | $48.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 292 | $50.0K | 0.00% | +168+135.5% | Added |
| Tortoise Investment Management, LLC | 300 | $51.0K | 0.01% | +300 | New |
| NEXT Financial Group, Inc | 313 | $53.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 322 | $55.0K | 0.00% | +107+49.8% | Added |
| Costello Asset Management, INC | 326 | $56.0K | 0.04% | +1+0.3% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 350 | $60.0K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 353 | $60.3K | 0.02% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 375 | $64.0K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 387 | $66.0K | 0.00% | +387 | New |
| Johnson Financial Group, Inc. | 400 | $68.0K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 404 | $69.0K | 0.00% | +12+3.1% | Added |
| Rockbridge Investment Management, LCC | 421 | $72.0K | 0.01% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 476 | $81.8K | 0.04% | +170+55.6% | Added |
| Sandy Spring Bank | 492 | $84.0K | 0.00% | 00.0% | Unchanged |
| Kelly Lawrence W & Associates Inc | 500 | $85.0K | 0.02% | 00.0% | Unchanged |
| Brewin Dolphin Wealth Management Ltd | 500 | $85.5K | 0.01% | 00.0% | Unchanged |
| Vaughan Nelson Investment Management, L.P. | 510 | $87.0K | 0.00% | −471,987−99.9% | Reduced |
| HM Payson & Co | 527 | $90.0K | 0.00% | +427+427.0% | Added |
| Parallel Advisors, LLC | 586 | $100.0K | 0.00% | +125+27.1% | Added |
| TFC Financial Management | 598 | $102.0K | 0.03% | 00.0% | Unchanged |
| Captrust Financial Advisors | 615 | $105.0K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 634 | $108.0K | 0.02% | +4+0.6% | Added |
| IFP Advisors, Inc | 690 | $117.0K | 0.00% | −3−0.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 698 | $119.0K | 0.00% | +84+13.7% | Added |
| Belpointe Asset Management LLC | 743 | $127.0K | 0.01% | −25−3.3% | Reduced |
| Geneos Wealth Management Inc. | 841 | $144.0K | 0.01% | +189+29.0% | Added |
| American Portfolios Advisors | 853 | $145.8K | 0.01% | +33+4.0% | Added |