| Patriot Financial Group Insurance Agency, LLC | 1 | $0 | 0.00% | −33−97.1% | Reduced |
| Retirement Group, LLC | 1 | $0 | 0.00% | +1 | New |
| Schubert & Co | 1 | $0 | 0.00% | +1 | New |
| Huntington National Bank | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Harvest Group Wealth Management, LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 2 | $1.00K | 0.00% | +2 | New |
| IFP Advisors, Inc | 8 | $1.00K | 0.00% | +7+700.0% | Added |
| Disciplined Investments, LLC | 2 | $1.00K | 0.00% | +2 | New |
| Cordant, Inc. | 2 | $1.00K | 0.00% | +2 | New |
| Umb Bank N A | 6 | $2.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 8 | $2.00K | 0.00% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 7 | $2.00K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 9 | $2.00K | 0.00% | +9 | New |
| Allworth Financial LP | 8 | $2.00K | 0.00% | +8 | New |
| TCI Wealth Advisors, Inc. | 10 | $3.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 12 | $3.00K | 0.00% | +5+71.4% | Added |
| Hazlett, Burt & Watson, Inc. | 10 | $3.00K | 0.00% | +10 | New |
| IndexIQ Advisors LLC | 11 | $3.00K | 0.00% | +11 | New |
| Lindbrook Capital, LLC | 16 | $4.00K | 0.00% | −3−15.8% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 15 | $4.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 14 | $4.00K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 16 | $4.46K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 17 | $4.53K | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 18 | $5.00K | 0.00% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 20 | $5.00K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 24 | $6.00K | 0.00% | −25−51.0% | Reduced |
| Private Capital Group, LLC | 23 | $6.00K | 0.00% | −4−14.8% | Reduced |
| Tarbox Family Office, Inc. | 21 | $6.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 28 | $7.00K | 0.00% | +15+115.4% | Added |
| Prospera Financial Services Inc | 26 | $7.00K | 0.00% | +26 | New |
| Glassman Wealth Services | 29 | $8.00K | 0.00% | −36−55.4% | Reduced |
| West Branch Capital LLC | 30 | $8.00K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 31 | $8.00K | 0.00% | +3+10.7% | Added |
| Smithfield Trust Co | 32 | $9.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 34 | $9.00K | 0.00% | +6+21.4% | Added |
| First Horizon Advisors, Inc. | 32 | $9.00K | 0.00% | +9+39.1% | Added |
| Earnest Partners LLC | 39 | $10.0K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 41 | $11.0K | 0.00% | −7−14.6% | Reduced |
| Kings Point Capital Management | 41 | $11.0K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 40 | $11.0K | 0.00% | 00.0% | Unchanged |
| TCWP LLC | 43 | $11.0K | 0.00% | +43 | New |
| Column Capital Advisors, LLC | 45 | $12.0K | 0.00% | 00.0% | Unchanged |
| Clear Perspectives Financial Planning, LLC | 50 | $13.0K | 0.00% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 50 | $13.0K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 49 | $13.0K | 0.00% | +29+145.0% | Added |
| TD Ameritrade Investment Management, LLC | 52 | $14.0K | 0.00% | +3+6.1% | Added |
| Mach-1 Financial Group, Inc. | 58 | $15.0K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 56 | $15.0K | 0.01% | +21+60.0% | Added |
| Global Retirement Partners, LLC | 73 | $16.0K | 0.00% | +73 | New |
| SJS Investment Consulting Inc. | 64 | $17.0K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 64 | $17.0K | 0.01% | +64 | New |
| Heritage Wealth Management, LLC | 70 | $19.0K | 0.01% | +70 | New |
| Logan Capital Management Inc | 77 | $21.0K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 80 | $21.0K | 0.00% | +80 | New |
| Dark Forest Capital Management LP | 87 | $23.0K | 0.01% | +51+141.7% | Added |
| Meeder Asset Management Inc | 90 | $24.0K | 0.00% | +90 | New |
| Federation des caisses Desjardins du Quebec | 96 | $25.6K | 0.00% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 100 | $27.0K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 100 | $27.0K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 110 | $29.3K | 0.00% | +14+14.6% | Added |
| Institutional & Family Asset Management, LLC | 112 | $30.0K | 0.00% | +81+261.3% | Added |
| Quent Capital, LLC | 115 | $31.0K | 0.01% | +87+310.7% | Added |
| Neo Ivy Capital Management | 120 | $32.0K | 0.03% | +120 | New |
| GW&K Investment Management, LLC | 142 | $38.0K | 0.00% | −28−16.5% | Reduced |
| Wolff Wiese Magana LLC | 142 | $38.0K | 0.03% | +86+153.6% | Added |
| Elequin Capital LP | 152 | $40.0K | 0.01% | +152 | New |
| FinTrust Capital Advisors, LLC | 165 | $44.0K | 0.01% | −2−1.2% | Reduced |
| Proequities, Inc. | 182 | $48.0K | 0.00% | −41−18.4% | Reduced |
| Desjardins Global Asset Management Inc. | 203 | $54.0K | 0.00% | −12−5.6% | Reduced |
| Washington Trust Advisors, Inc. | 208 | $55.0K | 0.00% | +126+153.7% | Added |
| Steward Partners Investment Advisory, LLC | 214 | $57.0K | 0.00% | −3,885−94.8% | Reduced |
| Simplex Trading, LLC | 219 | $58.0K | 0.00% | +219 | New |
| Lazard Asset Management LLC | 235 | $62.0K | 0.00% | −68−22.4% | Reduced |
| GPS Wealth Strategies Group, LLC | 240 | $64.0K | 0.01% | +75+45.5% | Added |
| American Portfolios Advisors | 244 | $65.0K | 0.00% | +36+17.3% | Added |
| KB Financial Partners, LLC | 250 | $67.0K | 0.02% | −21−7.7% | Reduced |
| Ellevest, Inc. | 288 | $77.0K | 0.01% | +42+17.1% | Added |
| Sutton Wealth Advisors Inc. | 305 | $81.2K | 0.03% | −4−1.3% | Reduced |
| Northwestern Mutual Wealth Management Co | 323 | $86.0K | 0.00% | +238+280.0% | Added |
| Koshinski Asset Management, Inc. | 324 | $86.3K | 0.01% | +148+84.1% | Added |
| National Bank of Canada | 371 | $99.0K | 0.00% | −32,148−98.9% | Reduced |
| Signaturefd, LLC | 378 | $101.0K | 0.00% | +110+41.0% | Added |
| FourThought Financial, LLC | 378 | $101.0K | 0.01% | +378 | New |
| Quadrant Capital Group LLC | 420 | $112.0K | 0.01% | +67+19.0% | Added |
| AdvisorNet Financial, Inc | 450 | $120.0K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 450 | $120.0K | 0.00% | +5+1.1% | Added |
| Financial Perspectives, Inc | 572 | $152.4K | 0.07% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 655 | $174.0K | 0.01% | −400−37.9% | Reduced |
| Next Century Growth Investors LLC | 685 | $182.0K | 0.02% | 00.0% | Unchanged |
| Icon Wealth Partners, LLC | 762 | $203.0K | 0.02% | +762 | New |
| Stonegate Investment Group, LLC | 763 | $203.0K | 0.01% | +763 | New |
| Profund Advisors LLC | 764 | $204.0K | 0.01% | −168−18.0% | Reduced |
| Point72 Hong Kong Ltd | 771 | $205.0K | 0.02% | −2,928−79.2% | Reduced |
| FDx Advisors, Inc. | 774 | $206.0K | 0.01% | +774 | New |
| Old National Bancorp | 785 | $209.0K | 0.01% | +785 | New |
| Park Avenue Securities LLC | 793 | $211.0K | 0.00% | +793 | New |
| Gofen & Glossberg LLC | 800 | $213.0K | 0.00% | −7−0.9% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 800 | $213.0K | 0.01% | 00.0% | Unchanged |
| Dakota Wealth Management | 800 | $213.0K | 0.02% | +800 | New |