| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 33 | $0 | 0.00% | −367−91.8% | Reduced |
| Hemington Wealth Management | 50 | $0 | 0.00% | +26+108.3% | Added |
| Kozak & Associates, Inc. | 0 | $4 | 0.00% | 0 | New |
| SJS Investment Consulting Inc. | 2 | $26 | 0.00% | −4−66.7% | Reduced |
| Cranbrook Wealth Management, LLC | 3 | $39 | 0.00% | +3 | New |
| JFS Wealth Advisors, LLC | 5 | $64 | 0.00% | −22−81.5% | Reduced |
| Cassady Schiller Wealth Management, LLC | 5 | $64 | 0.00% | +5 | New |
| Global Financial Private Client, LLC | 7 | $89 | 0.00% | +7 | New |
| DiNuzzo Private Wealth, Inc. | 8 | $102 | 0.00% | −15−65.2% | Reduced |
| WealthTrak Capital Management LLC | 10 | $128 | 0.00% | +10 | New |
| Coppell Advisory Solutions LLC | 14 | $178 | 0.00% | −986−98.6% | Reduced |
| Rothschild Investment LLC | 17 | $216 | 0.00% | 00.0% | Unchanged |
| Mountain Hill Investment Partners Corp. | 20 | $254 | 0.00% | +20 | New |
| Assetmark, Inc | 26 | $330 | 0.00% | +26 | New |
| ORG Partners LLC | 27 | $343 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 27 | $344 | 0.00% | −23−46.0% | Reduced |
| C M Bidwell & Associates Ltd | 28 | $356 | 0.00% | −174−86.1% | Reduced |
| Fifth Third Bancorp | 35 | $445 | 0.00% | +35 | New |
| Nemes Rush Group LLC | 36 | $458 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 36 | $458 | 0.00% | +36 | New |
| Brown Brothers Harriman & Co | 37 | $470 | 0.00% | +37 | New |
| TFC Financial Management | 39 | $496 | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 42 | $534 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 42 | $534 | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 47 | $598 | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 48 | $610 | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 50 | $636 | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 50 | $636 | 0.00% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 50 | $636 | 0.00% | 00.0% | Unchanged |
| Wingate Wealth Advisors, Inc. | 50 | $636 | 0.00% | +50 | New |
| Millstone Evans Group, LLC | 50 | $636 | 0.00% | +50 | New |
| Parvin Asset Management, LLC | 50 | $636 | 0.00% | +50 | New |
| HHM Wealth Advisors, LLC | 60 | $763 | 0.00% | −1,150−95.0% | Reduced |
| New Wave Wealth Advisors LLC | 60 | $763 | 0.00% | +60 | New |
| Golden State Wealth Management, LLC | 62 | $788 | 0.00% | +62 | New |
| Prestige Wealth Management Group LLC | 75 | $954 | 0.00% | −50−40.0% | Reduced |
| Capital Advisors, Ltd. LLC | 85 | $1.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 67 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 94 | $1.00K | 0.00% | +94 | New |
| Larson Financial Group LLC | 80 | $1.02K | 0.00% | +44+122.2% | Added |
| Fortitude Family Office, LLC | 84 | $1.07K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 87 | $1.10K | 0.00% | +87 | New |
| Richards, Merrill & Peterson, Inc. | 90 | $1.14K | 0.00% | +90 | New |
| Sound Income Strategies, LLC | 100 | $1.27K | 0.00% | −100−50.0% | Reduced |
| Westside Investment Management, Inc. | 100 | $1.27K | 0.00% | 00.0% | Unchanged |
| Modus Advisors, LLC | 100 | $1.27K | 0.00% | +100 | New |
| Decker Retirement Planning Inc. | 105 | $1.33K | 0.00% | +105 | New |
| CIBC Private Wealth Group, LLC | 110 | $1.48K | 0.00% | −1,056−90.6% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 125 | $1.59K | 0.00% | −363−74.4% | Reduced |
| TD Waterhouse Canada Inc. | 130 | $1.65K | 0.00% | +40+44.4% | Added |
| Ameriflex Group, Inc. | 124 | $1.76K | 0.00% | +124 | New |
| Cape Investment Advisory, Inc. | 140 | $1.78K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 145 | $1.84K | 0.00% | +134+1,218.2% | Added |
| Brown, Lisle/Cummings, Inc. | 150 | $1.91K | 0.00% | −150−50.0% | Reduced |
| Massmutual Trust Co FSB | 151 | $1.92K | 0.00% | +44+41.1% | Added |
| Bell Investment Advisors, Inc | 157 | $2.00K | 0.00% | −82−34.3% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 192 | $2.00K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 175 | $2.22K | 0.00% | +175 | New |
| Quadrant Capital Group LLC | 188 | $2.39K | 0.00% | −3−1.6% | Reduced |
| Pathway Financial Advisers, LLC | 192 | $2.44K | 0.00% | +192 | New |
| Colonial Trust Advisors | 200 | $2.54K | 0.00% | −925−82.2% | Reduced |
| Central Trust Co | 200 | $2.54K | 0.00% | −760−79.2% | Reduced |
| Salem Investment Counselors Inc | 200 | $2.54K | 0.00% | 00.0% | Unchanged |
| Crowley Wealth Management, Inc. | 200 | $2.54K | 0.00% | +200 | New |
| Van Hulzen Asset Management, LLC | 211 | $2.68K | 0.00% | +211 | New |
| Bear Mountain Capital, Inc. | 198 | $2.73K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 219 | $2.78K | 0.00% | 00.0% | Unchanged |
| Headlands Technologies LLC | 255 | $3.24K | 0.00% | +255 | New |
| Tucker Asset Management LLC | 262 | $3.33K | 0.00% | +52+24.8% | Added |
| Geneos Wealth Management Inc. | 263 | $3.34K | 0.00% | −40−13.2% | Reduced |
| Bullock Wealth Management Group | 268 | $3.41K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 300 | $3.81K | 0.00% | +300 | New |
| MCF Advisors LLC | 360 | $4.58K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 421 | $5.00K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 400 | $5.08K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 401 | $5.10K | 0.00% | +401 | New |
| Kennebec Savings Bank | 398 | $5.11K | 0.01% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 490 | $6.23K | 0.00% | +490 | New |
| Wolff Wiese Magana LLC | 500 | $6.36K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 500 | $6.36K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 540 | $6.87K | 0.00% | +314+138.9% | Added |
| Archer Investment Corp | 541 | $6.88K | 0.00% | +41+8.2% | Added |
| Performa Ltd (US), LLC | 650 | $8.26K | 0.00% | −2,000−75.5% | Reduced |
| Huntington National Bank | 658 | $8.36K | 0.00% | +22+3.5% | Added |
| Eagle Bay Advisors LLC | 678 | $8.62K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 693 | $8.81K | 0.00% | +148+27.2% | Added |
| Tower Research Capital LLC (TRC) | 703 | $8.94K | 0.00% | −48−6.4% | Reduced |
| Ronald Blue Trust, Inc. | 779 | $9.90K | 0.00% | −29,306−97.4% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 812 | $10.3K | 0.00% | +812 | New |
| Rosenberg Matthew Hamilton | 819 | $10.4K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 840 | $10.7K | 0.00% | +400+90.9% | Added |
| Ancora Advisors, LLC | 850 | $10.8K | 0.00% | −300−26.1% | Reduced |
| Lee Danner & Bass Inc | 872 | $11.1K | 0.00% | +872 | New |
| Global Retirement Partners, LLC | 895 | $11.4K | 0.00% | −400−30.9% | Reduced |
| Versant Capital Management, Inc | 992 | $12.6K | 0.00% | +992 | New |
| Orion Capital Management LLC | 1,000 | $12.7K | 0.01% | +1,000 | New |
| MAI Capital Management | 1,022 | $13.0K | 0.00% | +1,022 | New |
| Sandy Spring Bank | 1,051 | $13.4K | 0.00% | +200+23.5% | Added |
| GeoWealth Management, LLC | 1,064 | $13.5K | 0.00% | +453+74.1% | Added |
| Skopos Labs, Inc. | 1,088 | $13.8K | 0.00% | 00.0% | Unchanged |
