| Capital Advisors, Ltd. LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 1 | $0 | 0.00% | +1 | New |
| Steward Financial Group LLC | 3 | $0 | 0.00% | +3 | New |
| State of Wyoming | 5 | $1.00K | 0.00% | −26−83.9% | Reduced |
| Umb Bank N A | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 3 | $1.00K | 0.00% | −5−62.5% | Reduced |
| IFP Advisors, Inc | 7 | $1.00K | 0.00% | −1−12.5% | Reduced |
| Harvest Group Wealth Management, LLC | 5 | $1.00K | 0.00% | +2+66.7% | Added |
| Psagot Value Holdings Ltd. / (Israel) | 5 | $1.00K | 0.00% | +1+25.0% | Added |
| Schubert & Co | 5 | $1.00K | 0.00% | +4+400.0% | Added |
| Massmutual Trust Co FSB | 5 | $1.00K | 0.00% | +5 | New |
| Ronald Blue Trust, Inc. | 4 | $1.00K | 0.00% | +4 | New |
| EverSource Wealth Advisors, LLC | 8 | $2.00K | 0.00% | −16−66.7% | Reduced |
| Prestige Wealth Management Group LLC | 9 | $2.00K | 0.00% | −5−35.7% | Reduced |
| Hazlett, Burt & Watson, Inc. | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 7 | $2.00K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 7 | $2.00K | 0.00% | +7 | New |
| Bogart Wealth, LLC | 9 | $2.00K | 0.00% | +9 | New |
| Thomas J. Herzfeld Advisors, Inc. | 15 | $3.00K | 0.00% | 00.0% | Unchanged |
| Standard Family Office LLC | 14 | $3.00K | 0.03% | +14 | New |
| TD Waterhouse Canada Inc. | 16 | $3.62K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 17 | $3.71K | 0.00% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 17 | $4.00K | 0.00% | −9−34.6% | Reduced |
| Bourgeon Capital Management LLC | 20 | $4.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 18 | $4.00K | 0.00% | +2+12.5% | Added |
| Parkside Financial Bank & Trust | 17 | $4.00K | 0.00% | +5+41.7% | Added |
| Private Capital Group, LLC | 23 | $5.00K | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 25 | $5.00K | 0.00% | +7+38.9% | Added |
| Lee Financial Co | 25 | $5.00K | 0.00% | +25 | New |
| Private Trust Co NA | 29 | $6.00K | 0.00% | +29 | New |
| Smithfield Trust Co | 32 | $7.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 32 | $7.00K | 0.00% | −2−5.9% | Reduced |
| Glassman Wealth Services | 34 | $7.00K | 0.00% | +5+17.2% | Added |
| West Branch Capital LLC | 30 | $7.00K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 31 | $7.00K | 0.00% | +26+520.0% | Added |
| Harbour Investments, Inc. | 30 | $7.00K | 0.00% | +30 | New |
| Vectors Research Management, LLC | 30 | $7.00K | 0.00% | +30 | New |
| Earnest Partners LLC | 39 | $8.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 35 | $8.00K | 0.00% | +7+25.0% | Added |
| Crewe Advisors LLC | 36 | $8.00K | 0.00% | +36 | New |
| Venture Visionary Partners LLC | 37 | $8.06K | 0.00% | +37 | New |
| Proequities, Inc. | 40 | $9.00K | 0.00% | −142−78.0% | Reduced |
| Zions Bancorporation, N.A. | 41 | $9.00K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 40 | $9.00K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 40 | $9.00K | 0.00% | +40 | New |
| Column Capital Advisors, LLC | 45 | $10.0K | 0.00% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 52 | $11.0K | 0.00% | 00.0% | Unchanged |
| Clear Perspectives Financial Planning, LLC | 50 | $11.0K | 0.00% | 00.0% | Unchanged |
| Mach-1 Financial Group, Inc. | 58 | $12.0K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 59 | $13.0K | 0.00% | +10+20.4% | Added |
| Riverview Trust Co | 65 | $14.0K | 0.01% | +1+1.6% | Added |
| Bell Investment Advisors, Inc | 69 | $15.0K | 0.00% | +69 | New |
| Heritage Wealth Management, LLC | 70 | $15.3K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 73 | $16.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 79 | $16.0K | 0.00% | +47+146.9% | Added |
| Logan Capital Management Inc | 77 | $17.0K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 86 | $19.0K | 0.00% | −4−4.4% | Reduced |
| Federation des caisses Desjardins du Quebec | 96 | $20.9K | 0.00% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 100 | $22.0K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 115 | $25.0K | 0.01% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 118 | $26.0K | 0.00% | +6+5.4% | Added |
| SeaCrest Wealth Management, LLC | 120 | $26.0K | 0.00% | +120 | New |
| TD Private Client Wealth LLC | 121 | $26.4K | 0.00% | +11+10.0% | Added |
| Elequin Capital LP | 152 | $33.0K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 159 | $35.0K | 0.00% | −164−50.8% | Reduced |
| Wolff Wiese Magana LLC | 172 | $37.0K | 0.03% | +30+21.1% | Added |
| FinTrust Capital Advisors, LLC | 168 | $40.0K | 0.01% | +3+1.8% | Added |
| Desjardins Global Asset Management Inc. | 203 | $44.0K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 222 | $49.0K | 0.00% | −1,117−83.4% | Reduced |
| Lazard Asset Management LLC | 231 | $50.0K | 0.00% | −4−1.7% | Reduced |
| GPS Wealth Strategies Group, LLC | 240 | $52.0K | 0.01% | 00.0% | Unchanged |
| National Bank of Canada | 246 | $53.0K | 0.00% | −125−33.7% | Reduced |
| American Portfolios Advisors | 246 | $53.6K | 0.00% | +2+0.8% | Added |
| Washington Trust Advisors, Inc. | 260 | $57.0K | 0.01% | +52+25.0% | Added |
| Allworth Financial LP | 277 | $60.0K | 0.00% | +269+3,362.5% | Added |
| KB Financial Partners, LLC | 279 | $61.0K | 0.02% | +29+11.6% | Added |
| Quadrant Capital Group LLC | 299 | $65.0K | 0.01% | −121−28.8% | Reduced |
| Sutton Wealth Advisors Inc. | 305 | $66.5K | 0.03% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 400 | $87.0K | 0.01% | −400−50.0% | Reduced |
| Signaturefd, LLC | 433 | $94.0K | 0.00% | +55+14.6% | Added |
| Covestor Ltd | 441 | $96.0K | 0.08% | +385+687.5% | Added |
| Spire Wealth Management | 450 | $98.0K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 464 | $101.0K | 0.01% | +14+3.1% | Added |
| Ellevest, Inc. | 475 | $104.0K | 0.01% | +187+64.9% | Added |
| Financial Perspectives, Inc | 572 | $124.7K | 0.07% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 586 | $128.0K | 0.01% | −69−10.5% | Reduced |
| Picton Mahoney Asset Management | 670 | $147.0K | 0.01% | −840−55.6% | Reduced |
| Next Century Growth Investors LLC | 685 | $149.0K | 0.02% | 00.0% | Unchanged |
| Castleark Management LLC | 915 | $199.0K | 0.01% | 00.0% | Unchanged |
| Voloridge Investment Management, LLC | 926 | $202.0K | 0.00% | −30,412−97.0% | Reduced |
| Bailard, Inc. | 935 | $204.0K | 0.01% | −570−37.9% | Reduced |
| Camden Capital, LLC | 946 | $206.0K | 0.05% | 00.0% | Unchanged |
| James Hambro & Partners | 960 | $209.0K | 0.02% | 00.0% | Unchanged |
| FourThought Financial, LLC | 968 | $211.0K | 0.03% | +590+156.1% | Added |
| Berkshire Asset Management LLC | 974 | $212.0K | 0.01% | −125−11.4% | Reduced |
| FDx Advisors, Inc. | 971 | $212.0K | 0.01% | +197+25.5% | Added |