| Huntington National Bank | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 1 | $0 | 0.00% | +1 | New |
| Schubert & Co | 1 | $0 | 0.00% | +1 | New |
| Snowden Capital Advisors LLC | 3 | $0 | 0.00% | +3 | New |
| Byrne Asset Management LLC | 1 | $0 | 0.00% | +1 | New |
| TD Private Client Wealth LLC | 4 | $660 | 0.00% | −70−94.6% | Reduced |
| Raffa Wealth Management, LLC | 6 | $990 | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 6 | $1.00K | 0.00% | −25−80.6% | Reduced |
| Lindbrook Capital, LLC | 6 | $1.00K | 0.00% | −7−53.8% | Reduced |
| Cutler Group LP | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 8 | $1.00K | 0.00% | +8 | New |
| JFS Wealth Advisors, LLC | 8 | $1.00K | 0.00% | +8 | New |
| Stonebridge Capital Advisors LLC | 7 | $1.00K | 0.00% | +7 | New |
| Steward Financial Group LLC | 10 | $1.00K | 0.00% | +10 | New |
| Markston International LLC | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Hudock, Inc. | 14 | $2.00K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 11 | $2.00K | 0.00% | +2+22.2% | Added |
| Ford Financial Group, LLC | 15 | $2.00K | 0.00% | +15 | New |
| Standard Family Office LLC | 14 | $2.00K | 0.02% | +14 | New |
| Glen Eagle Advisors, LLC | 17 | $2.81K | 0.00% | −20−54.1% | Reduced |
| SRS Capital Advisors, Inc. | 17 | $3.00K | 0.00% | −6−26.1% | Reduced |
| Adirondack Trust Co | 17 | $3.00K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 20 | $3.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 16 | $3.00K | 0.00% | +14+700.0% | Added |
| North Star Investment Management Corp. | 16 | $3.00K | 0.00% | +16 | New |
| Allworth Financial LP | 23 | $4.00K | 0.00% | −21−47.7% | Reduced |
| Earnest Partners LLC | 27 | $4.00K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 25 | $4.00K | 0.00% | 00.0% | Unchanged |
| Motley Fool Asset Management LLC | 26 | $4.00K | 0.00% | +26 | New |
| Gradient Investments LLC | 22 | $4.00K | 0.00% | +22 | New |
| Econ Financial Services Corp | 24 | $4.00K | 0.00% | +24 | New |
| Delos Wealth Advisors, LLC | 22 | $4.00K | 0.00% | +22 | New |
| Sofos Investments, Inc. | 165 | $5.00K | 0.00% | +165 | Added |
| Arlington Partners LLC | 29 | $5.00K | 0.00% | −208−87.8% | Reduced |
| Gemmer Asset Management LLC | 29 | $5.00K | 0.00% | −15−34.1% | Reduced |
| Wagner Wealth Management, LLC | 29 | $5.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 32 | $5.00K | 0.00% | +2+6.7% | Added |
| Stonebridge Financial Planning Group, LLC | 38 | $6.00K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 36 | $6.00K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 50 | $8.00K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 55 | $9.00K | 0.00% | −47−46.1% | Reduced |
| Dark Forest Capital Management LP | 54 | $9.00K | 0.00% | +54 | New |
| Federation des caisses Desjardins du Quebec | 60 | $9.90K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 60 | $10.0K | 0.00% | +40+200.0% | Added |
| Benjamin F. Edwards & Company, Inc. | 65 | $11.0K | 0.00% | −50−43.5% | Reduced |
| Confluence Wealth Services, Inc. | 72 | $11.0K | 0.00% | +72 | New |
| Assetmark, Inc | 71 | $12.0K | 0.00% | −316−81.7% | Reduced |
| Country Trust Bank | 75 | $12.0K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 78 | $13.0K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 75 | $13.5K | 0.00% | +75 | New |
| Selective Wealth Management, Inc. | 90 | $15.0K | 0.01% | −100−52.6% | Reduced |
| Ellis Investment Partners, LLC | 100 | $16.0K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 98 | $16.0K | 0.01% | 00.0% | Unchanged |
| FourThought Financial, LLC | 106 | $17.0K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 100 | $17.0K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 100 | $17.0K | 0.00% | +100 | New |
| High Net Worth Advisory Group LLC | 100 | $17.0K | 0.01% | +100 | New |
| First Horizon Advisors, Inc. | 130 | $21.0K | 0.00% | −21−13.9% | Reduced |
| Signaturefd, LLC | 129 | $21.0K | 0.00% | +55+74.3% | Added |
| McCarthy Asset Management, Inc. | 136 | $22.0K | 0.02% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 142 | $23.0K | 0.00% | −986−87.4% | Reduced |
| Covestor Ltd | 140 | $23.0K | 0.03% | +140 | New |
| Covington Capital Management | 150 | $25.0K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 150 | $25.0K | 0.00% | 00.0% | Unchanged |
| Resources Management Corp | 200 | $33.0K | 0.00% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 202 | $33.0K | 0.01% | 00.0% | Unchanged |
| Orion Capital Management LLC | 200 | $33.0K | 0.02% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 200 | $33.0K | 0.00% | +200 | New |
| Massmutual Trust Co FSB | 208 | $34.0K | 0.00% | −12−5.5% | Reduced |
| Umb Bank N A | 219 | $36.0K | 0.00% | +219 | New |
| Itau Unibanco Holding S.A. | 229 | $38.0K | 0.00% | +96+72.2% | Added |
| Fifth Third Bancorp | 246 | $41.0K | 0.00% | −76−23.6% | Reduced |
| CWM, LLC | 253 | $42.0K | 0.00% | +253 | New |
| Baystate Wealth Management LLC | 278 | $46.0K | 0.00% | +1+0.4% | Added |
| Tortoise Investment Management, LLC | 300 | $50.0K | 0.01% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 300 | $50.0K | 0.03% | +300 | New |
| Masso Torrence Wealth Management Inc. | 312 | $51.0K | 0.04% | +312 | New |
| Northwestern Mutual Wealth Management Co | 322 | $53.0K | 0.00% | +30+10.3% | Added |
| Costello Asset Management, INC | 326 | $54.0K | 0.03% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 337 | $55.0K | 0.00% | +24+7.7% | Added |
| Sutton Wealth Advisors Inc. | 358 | $59.1K | 0.02% | +5+1.4% | Added |
| NuWave Investment Management, LLC | 400 | $66.0K | 0.07% | −575−59.0% | Reduced |
| Johnson Financial Group, Inc. | 400 | $66.0K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 404 | $67.0K | 0.00% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 422 | $70.0K | 0.01% | +1+0.2% | Added |
| TFC Financial Management | 500 | $83.0K | 0.03% | −98−16.4% | Reduced |
| Kelly Lawrence W & Associates Inc | 500 | $83.0K | 0.02% | 00.0% | Unchanged |
| Ci Investments Inc. | 500 | $83.0K | 0.00% | +260+108.3% | Added |
| Sandy Spring Bank | 520 | $86.0K | 0.00% | +28+5.7% | Added |
| HM Payson & Co | 527 | $87.0K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 603 | $100.0K | 0.01% | −140−18.8% | Reduced |
| Parallel Advisors, LLC | 640 | $106.0K | 0.00% | +54+9.2% | Added |
| Geneos Wealth Management Inc. | 652 | $107.0K | 0.00% | −189−22.5% | Reduced |
| KBC Group NV | 651 | $107.0K | 0.00% | +651 | New |
| Fieldpoint Private Securities, LLC | 661 | $109.0K | 0.02% | +27+4.3% | Added |
| National Bank of Canada | 666 | $110.0K | 0.00% | +666 | New |
| Captrust Financial Advisors | 699 | $115.0K | 0.00% | +84+13.7% | Added |
| American Portfolios Advisors | 710 | $117.2K | 0.00% | −143−16.8% | Reduced |
| Proequities, Inc. | 737 | $122.0K | 0.01% | +462+168.0% | Added |
